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 |
|---|---|---|---|---|---|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
35,026
shares
|
$4.55 Million
1.49% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
35,017
shares
|
$4.55 Million
3.12% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
34,456
shares
|
$4.48 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
33,888
shares
|
$4.4 Million
1.4% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
33,854
shares
|
$4.4 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
33,245
shares
|
$4.32 Million
0.12% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
33,088
shares
|
$4.3 Million
1.76% of portfolio
|
Q2 2024
Added 4.82%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
32,960
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
32,851
shares
|
$4.27 Million
1.35% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
32,748
shares
|
$4.25 Million
1.57% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
32,541
shares
|
$4.23 Million
1.24% of portfolio
|
Q4 2023
Reduced 4.97%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
32,352
shares
|
$4.2 Million
0.0% of portfolio
|
Q2 2023
Added 11.23%
|
|
|
Svb Wealth LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
32,194
shares
|
$4.18 Million
3.22% of portfolio
|
Q3 2024
Reduced 76.16%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
32,176
shares
|
$4.18 Million
1.98% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
31,997
shares
|
$4.16 Million
0.05% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
31,469
shares
|
$4.09 Million
1.12% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
30,908
shares
|
$4.01 Million
0.29% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
30,880
shares
|
$4.01 Million
0.69% of portfolio
|
Q3 2024
Reduced 11.53%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
30,845
shares
|
$4.01 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
30,767
shares
|
$4 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
30,752
shares
|
$3.99 Million
2.7% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
30,253
shares
|
$3.93 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
30,180
shares
|
$3.92 Million
1.25% of portfolio
|
Q3 2023
Reduced 9.04%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
30,180
shares
|
$3.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.15%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
30,057
shares
|
$3.9 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.62%
|