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 1,086 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
29,966
shares
|
$3.89 Million
0.5% of portfolio
|
Q3 2023
Reduced 4.72%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
29,856
shares
|
$3.88 Million
2.42% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
29,518
shares
|
$3.83 Million
0.24% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
29,341
shares
|
$3.81 Million
0.08% of portfolio
|
Q4 2023
Added 108.05%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
29,334
shares
|
$3.81 Million
0.13% of portfolio
|
Q2 2024
Added 20.16%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
29,160
shares
|
$3.79 Million
2.73% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
29,068
shares
|
$3.78 Million
1.29% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
29,052
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
28,878
shares
|
$3.75 Million
0.13% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
28,396
shares
|
$3.69 Million
0.04% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
28,196
shares
|
$3.66 Million
1.18% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
28,160
shares
|
$3.66 Million
0.11% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
28,014
shares
|
$3.64 Million
0.0% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
27,965
shares
|
$3.63 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
27,540
shares
|
$3.58 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
27,400
shares
|
$3.56 Million
0.12% of portfolio
|
Q3 2024
Added 299.13%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
27,090
shares
|
$3.52 Million
0.31% of portfolio
|
Q3 2024
Reduced 53.35%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
27,055
shares
|
$3.51 Million
0.58% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
26,894
shares
|
$3.49 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
26,878
shares
|
$3.49 Million
0.11% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
26,307
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
25,642
shares
|
$3.33 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Nov 01, 2024 Q3 2024 |
25,452
shares
|
$3.31 Million
2.46% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
25,334
shares
|
$3.29 Million
2.3% of portfolio
|
Q3 2024
Reduced 18.75%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
25,332
shares
|
$3.29 Million
0.1% of portfolio
|
Q3 2024
Added 0.53%
|