Institutional Ownership Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP). We have compiled data on the 1,082 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Svb Wealth LLC
Boston, MA |
May 15, 2024 Q1 2024 |
118,244
shares
|
$13 Million
0.3% of portfolio
|
Q1 2024
Added 68.04%
|
|
Churchill Management Corp
|
Apr 11, 2024 Q1 2024 |
116,918
shares
|
$12.9 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
115,540
shares
|
$12.7 Million
0.73% of portfolio
|
Q1 2024
Added 5.51%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
112,178
shares
|
$12.4 Million
0.14% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
106,663
shares
|
$11.8 Million
0.03% of portfolio
|
Q1 2024
Added 1.15%
|
|
Mechanics Bank Trust Department
|
Apr 12, 2024 Q1 2024 |
106,133
shares
|
$11.7 Million
1.79% of portfolio
|
Q1 2024
Reduced 5.05%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
105,348
shares
|
$11.6 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 15, 2024 Q1 2024 |
105,321
shares
|
$11.6 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
Pinnacle Financial Partners Inc
|
Apr 30, 2024 Q1 2024 |
103,475
shares
|
$11.4 Million
0.26% of portfolio
|
Q1 2024
Added 5.19%
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 03, 2024 Q1 2024 |
102,509
shares
|
$11.3 Million
2.95% of portfolio
|
Q1 2024
Reduced 2.78%
|
|
Connecticut Wealth Management, LLC
|
May 01, 2024 Q1 2024 |
101,288
shares
|
$11.2 Million
0.62% of portfolio
|
Q4 2023
Reduced 0.05%
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
May 02, 2024 Q1 2024 |
98,007
shares
|
$10.8 Million
3.29% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
97,753
shares
|
$10.8 Million
0.15% of portfolio
|
Q1 2024
Added 1.14%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
94,796
shares
|
$10.5 Million
0.04% of portfolio
|
Q1 2024
Added 28.49%
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 17, 2024 Q1 2024 |
91,596
shares
|
$10.1 Million
3.04% of portfolio
|
Q1 2024
Reduced 20.32%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
91,437
shares
|
$10.1 Million
0.05% of portfolio
|
Q1 2024
Added 0.73%
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
90,687
shares
|
$10 Million
0.35% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
Occidental Asset Management, LLC
|
Apr 16, 2024 Q1 2024 |
90,322
shares
|
$9.97 Million
1.95% of portfolio
|
Q1 2024
Added 1.63%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
89,268
shares
|
$9.85 Million
0.48% of portfolio
|
Q1 2024
Reduced 28.52%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
88,250
shares
|
$9.74 Million
0.12% of portfolio
|
Q1 2024
Reduced 3.23%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
86,120
shares
|
$9.5 Million
0.23% of portfolio
|
Q1 2024
Added 0.77%
|
|
Southern Capital Advisors, LLC
|
May 03, 2024 Q1 2024 |
85,256
shares
|
$9.41 Million
5.94% of portfolio
|
Q1 2024
Reduced 2.7%
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
84,868
shares
|
$9.37 Million
4.42% of portfolio
|
Q2 2023
Reduced 5.04%
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
82,353
shares
|
$9.09 Million
1.1% of portfolio
|
Q1 2024
Added 3.39%
|
|
Argent Trust CO
Nashville, TN |
May 10, 2024 Q1 2024 |
82,310
shares
|
$9.08 Million
0.43% of portfolio
|
Q1 2024
Added 18.39%
|