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 1,071 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
83,794
shares
|
$9.82 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
82,353
shares
|
$9.66 Million
1.1% of portfolio
|
Q1 2024
Added 3.39%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
80,636
shares
|
$9.45 Million
0.02% of portfolio
|
Q3 2023
Reduced 21.94%
|
|
Pegasus Partners Ltd.
Mequon, WI |
Aug 07, 2024 Q2 2024 |
78,429
shares
|
$9.2 Million
0.87% of portfolio
|
Q2 2024
Added 11.55%
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
78,260
shares
|
$9.18 Million
0.87% of portfolio
|
Q2 2024
Added 6.34%
|
|
West Hill Financial Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
76,012
shares
|
$8.91 Million
2.04% of portfolio
|
Q2 2024
Added 0.47%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
73,832
shares
|
$8.66 Million
0.02% of portfolio
|
Q2 2024
Added 0.19%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
71,866
shares
|
$8.43 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
69,698
shares
|
$8.17 Million
0.06% of portfolio
|
Q2 2024
Added 4.18%
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Aug 12, 2024 Q2 2024 |
68,189
shares
|
$7.99 Million
2.8% of portfolio
|
Q2 2024
Reduced 25.55%
|
|
Sequent Asset Management, LLC
|
Jul 26, 2024 Q2 2024 |
67,320
shares
|
$7.89 Million
6.3% of portfolio
|
Q4 2020
Added 100.0%
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
66,811
shares
|
$7.83 Million
0.29% of portfolio
|
Q2 2024
Added 342.84%
|
|
Conning Inc.
|
Jul 26, 2024 Q2 2024 |
66,089
shares
|
$7.75 Million
0.27% of portfolio
|
Q2 2024
Added 8.73%
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
65,653
shares
|
$7.7 Million
0.26% of portfolio
|
Q2 2024
Reduced 6.88%
|
|
Crescent Grove Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
65,461
shares
|
$7.67 Million
0.83% of portfolio
|
Q2 2024
Added 3.94%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
64,275
shares
|
$7.54 Million
0.34% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
63,283
shares
|
$7.42 Million
0.33% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
63,282
shares
|
$7.42 Million
0.35% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 14, 2024 Q2 2024 |
62,744
shares
|
$7.36 Million
4.55% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
First Merchants Corp
|
Jul 25, 2024 Q2 2024 |
61,942
shares
|
$7.26 Million
0.5% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
59,541
shares
|
$6.98 Million
0.05% of portfolio
|
Q2 2024
Added 25.47%
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
59,472
shares
|
$6.97 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
Geneva Capital Management LLC
|
Aug 14, 2024 Q2 2024 |
59,031
shares
|
$6.92 Million
0.12% of portfolio
|
Q2 2024
Added 2553.08%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Aug 13, 2024 Q2 2024 |
58,992
shares
|
$6.92 Million
0.32% of portfolio
|
Q2 2024
Added 14.84%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
58,068
shares
|
$6.81 Million
0.15% of portfolio
|
Q2 2024
Reduced 18.92%
|