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 1,085 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 $13.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
3,072
shares
|
$389,990
0.19% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
3,042
shares
|
$386,181
0.03% of portfolio
|
Q3 2024
Reduced 21.01%
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,035
shares
|
$385,293
0.05% of portfolio
|
Q1 2024
New holding
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
3,018
shares
|
$383,135
0.01% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
2,998
shares
|
$380,596
0.01% of portfolio
|
Q3 2024
New holding
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
2,988
shares
|
$379,326
0.3% of portfolio
|
Q1 2022
Reduced 26.19%
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
2,979
shares
|
$378,184
0.01% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
2,977
shares
|
$377,930
0.15% of portfolio
|
Q3 2024
Added 19.65%
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
2,972
shares
|
$377,295
0.05% of portfolio
|
Q3 2024
Reduced 41.66%
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
2,946
shares
|
$373,994
0.27% of portfolio
|
Q3 2024
Added 0.03%
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
2,938
shares
|
$372,979
0.05% of portfolio
|
Q3 2024
Added 0.07%
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
2,924
shares
|
$371,201
0.08% of portfolio
|
Q2 2024
Added 4.06%
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,900
shares
|
$368,155
0.06% of portfolio
|
Q1 2022
Reduced 10.77%
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
2,896
shares
|
$367,647
0.08% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
2,891
shares
|
$367,012
0.1% of portfolio
|
Q2 2024
Added 0.8%
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
2,889
shares
|
$366,758
0.05% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
2,862
shares
|
$363,330
0.21% of portfolio
|
Q3 2024
Added 0.1%
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
2,849
shares
|
$361,680
0.03% of portfolio
|
Q1 2024
Reduced 8.07%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
2,840
shares
|
$360,538
0.01% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
2,832
shares
|
$359,522
0.11% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,827
shares
|
$358,887
0.01% of portfolio
|
Q2 2022
New holding
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
2,817
shares
|
$357,618
0.0% of portfolio
|
Q3 2024
Reduced 29.79%
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
2,805
shares
|
$356,094
0.02% of portfolio
|
Q3 2024
Added 19.57%
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
2,800
shares
|
$355,460
0.17% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
2,766
shares
|
$351,143
0.04% of portfolio
|
Q3 2024
Reduced 0.04%
|