Who owns iShares Russell Midcap Growth Idx.?
- Ticker: IWP
- CUSIP Number: 464287481
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Analyze quarterly positions in iShares Russell Midcap Growth Idx. with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Russell Midcap Growth Idx. stock
Who bought or sold iShares Russell Midcap Growth Idx. this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 11M | $1.2B | -1% | Dec 2023 |
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| Bank of America Corporation | 6.6M | $688M | -2% | Dec 2023 |
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| Wells Fargo & Company | 5.6M | $588M | -3% | Dec 2023 |
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| Commonwealth Equity Services | 2.9M | $300M | 2% | Dec 2023 |
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| Pnc Financial Services | 2.8M | $294M | -7% | Dec 2023 |
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| UBS Group | 2.4M | $246M | 2% | Dec 2023 |
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| Commerce Bank N A | 2.1M | $216M | -2% | Dec 2023 |
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| Cassaday & Co Wealth Management | 2.0M | $213M | 1% | Dec 2023 |
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| Us Bancorp | 1.5M | $160M | 5% | Dec 2023 |
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| First Citizens Bank & Trust | 1.4M | $161M | 18% | Mar 2024 |
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| Envestnet Portfolio Solutions | 1.3M | $131M | 100% | Dec 2023 |
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| Advisor Group Holdings | 1.1M | $120M | -21% | Dec 2023 |
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| Goldman Sachs Group | 953k | $100M | 1% | Dec 2023 |
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| Jpmorgan Chase & Co | 933k | $98M | -2% | Dec 2023 |
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| GLOBALT Investments LLC / GA | 921k | $96M | 100% | Dec 2023 |
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| Branch Banking & Trust Company | 911k | $95M | 4% | Dec 2023 |
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| Royal Bank of Canada | 862k | $90M | 9% | Dec 2023 |
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| ZB | 841k | $88M | -5% | Dec 2023 |
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| Cullen Frost Bankers | 667k | $70M | 22% | Dec 2023 |
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| Raymond James Financial Services Advisors | 651k | $74M | -1% | Mar 2024 |
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| Wellington Management Company | 535k | $56M | -47% | Dec 2023 |
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| Barclays | 511k | $53M | 55437% | Dec 2023 |
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| Mariner Wealth Advisors | 489k | $51M | 2% | Dec 2023 |
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| Summit Rock Advisors | 467k | $49M | -23% | Dec 2023 |
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| Rodgers & Associates | 465k | $49M | -1% | Dec 2023 |
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| Stephens Group Asset Management | 456k | $52M | 1% | Mar 2024 |
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| AE Wealth Management | 438k | $46M | 83% | Dec 2023 |
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| Johnson Investment Counsel | 434k | $45M | -1% | Dec 2023 |
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| Creative Planning | 376k | $39M | -2% | Dec 2023 |
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| M^T Bank Corporation | 360k | $38M | -1% | Dec 2023 |
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| GW & Wade | 338k | $35M | 3% | Dec 2023 |
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| Raymond James & Associates | 331k | $38M | -6% | Mar 2024 |
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| Amg National Trust Bank | 323k | $34M | -1% | Dec 2023 |
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| Orion Portfolio Solutions | 307k | $32M | 7% | Dec 2023 |
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| RTD Financial Advisors | 296k | $34M | 4% | Mar 2024 |
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| HighTower Advisors | 277k | $29M | 4% | Dec 2023 |
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| Honkamp Krueger Financial Services | 272k | $28M | 11% | Dec 2023 |
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| Cedar Mountain Advisors | 270k | $31M | 0% | Mar 2024 |
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| One Capital Management | 265k | $28M | 0% | Dec 2023 |
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| Krilogy Financial | 261k | $30M | -2% | Mar 2024 |
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| Truepoint | 258k | $27M | 5% | Dec 2023 |
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| Accredited Investors | 244k | $26M | -1% | Dec 2023 |
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| Fifth Third Bancorp | 228k | $26M | -1% | Mar 2024 |
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| Badgley Phelps Wealth Managers | 222k | $23M | 8% | Dec 2023 |
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| Baird Financial | 219k | $23M | 13% | Dec 2023 |
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| Captrust Financial Advisors | 201k | $21M | 9% | Dec 2023 |
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| SRS Capital Advisors | 198k | $21M | 78542% | Dec 2023 |
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| Hsbc Holdings | 190k | $20M | -3% | Dec 2023 |
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| Falcon Wealth Planning | 188k | $21M | -12% | Mar 2024 |
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| Steward Partners Investment Advisory | 187k | $20M | 15% | Dec 2023 |
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| BKD Wealth Advisors | 185k | $21M | -9% | Mar 2024 |
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| Bank Of Montreal | 182k | $19M | 32% | Dec 2023 |
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| Integrated Investment Consultants | 177k | $20M | -1% | Mar 2024 |
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| Healthcare Of Ontario Pension Plan Trust Fund | 177k | $19M | 0% | Dec 2023 |
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| Rockefeller Capital Management | 163k | $17M | 5% | Dec 2023 |
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| Cambridge Investment Research Advisors | 161k | $18M | 7% | Mar 2024 |
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| GenWealth Group | 158k | $18M | 7% | Mar 2024 |
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| Bishop & Co Investment Management | 153k | $17M | -35% | Mar 2024 |
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| Sterling Manor Financial | 143k | $16M | -13% | Mar 2024 |
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| Kestra Advisory Services | 137k | $14M | 3% | Dec 2023 |
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| FSA Wealth Management | 137k | $14M | -1% | Dec 2023 |
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| Ausdal Financial Partners | 136k | $16M | -5% | Mar 2024 |
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| LBJ Family Wealth Advisors | 136k | $14M | -5% | Dec 2023 |
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| Stifel Financial | 133k | $14M | 4% | Dec 2023 |
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| Congress Asset Management | 132k | $15M | -78% | Mar 2024 |
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| Private Advisor | 132k | $14M | -5% | Dec 2023 |
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| Bartlett & Co. | 132k | $14M | -18% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 132k | $14M | -18% | Dec 2023 |
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| Bank Of Oklahoma National Association / | 130k | $14M | 4% | Dec 2023 |
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| JMG Financial Group | 129k | $14M | -3% | Dec 2023 |
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| Moneta Group Investment Advisors | 128k | $13M | 17% | Dec 2023 |
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| Kestra Private Wealth Services | 126k | $13M | 6% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 125k | $13M | -4% | Dec 2023 |
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| Umb Bank N A | 123k | $14M | 16% | Mar 2024 |
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| Churchill Management Corp. | 117k | $13M | 100% | Mar 2024 |
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| First Citizens Asset Management | 115k | $13M | 100% | Dec 2023 |
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| RMB Capital Management | 115k | $12M | 14% | Dec 2023 |
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| MAI Wealth Advisors | 114k | $12M | 8% | Dec 2023 |
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| TCG Advisory Services | 110k | $11M | 0% | Dec 2023 |
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| National Asset Management | 109k | $11M | -32% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 107k | $12M | 1% | Mar 2024 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 106k | $12M | -5% | Mar 2024 |
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| LMG Wealth Partners | 105k | $11M | 0% | Dec 2023 |
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| Focus Financial Network | 105k | $11M | 100% | Dec 2023 |
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| Bank of New York Mellon | 105k | $12M | -20% | Mar 2024 |
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| Connecticut Wealth Management | 101k | $11M | 0% | Dec 2023 |
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| Taylor, Cottrill, Erickson & Associates | 99k | $10M | 0% | Dec 2023 |
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| Pinnacle Financial Partners | 98k | $10M | 6% | Dec 2023 |
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| CI Private Wealth | 97k | $10M | -76% | Dec 2023 |
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| Sontag Advisory | 97k | $10M | -2% | Dec 2023 |
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| EP Wealth Advisors | 91k | $9.5M | 0% | Dec 2023 |
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| Pathstone Holdings | 91k | $9.5M | 100% | Dec 2023 |
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| Farmers & Merchants Investment | 91k | $10M | -1% | Mar 2024 |
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| Occidental Asset Management | 90k | $10M | 2% | Mar 2024 |
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| Southern Capital Advisors | 88k | $9.2M | 1% | Dec 2023 |
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| Janney Montgomery Scott | 87k | $9.1M | -1% | Dec 2023 |
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| Johnson Financial Group | 86k | $8.9M | -14% | Dec 2023 |
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| Warren Averett Asset Management | 86k | $8.9M | -1% | Dec 2023 |
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| Taddei, Ludwig & Associates | 76k | $8.6M | -1% | Mar 2024 |
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| Assetmark | 74k | $7.7M | 1% | Dec 2023 |
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| Mercer Global Advisors | 72k | $7.5M | 2% | Dec 2023 |
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| Simplicity Wealth | 72k | $8.2M | 59% | Mar 2024 |
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| Whitaker-Myers Wealth Managers | 71k | $8.2M | 14% | Mar 2024 |
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| Bp Wealth Management | 70k | $7.4M | 466% | Dec 2023 |
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| Pegasus Partners | 70k | $8.0M | 1% | Mar 2024 |
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| Argent Trust | 70k | $7.3M | 136% | Dec 2023 |
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| Sequent Asset Management | 67k | $7.7M | 0% | Mar 2024 |
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| J.w. Cole Advisors | 66k | $6.9M | 4% | Dec 2023 |
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| GHP Investment Advisors | 66k | $7.5M | -1% | Mar 2024 |
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| Tocqueville Asset Management | 63k | $6.6M | -5% | Dec 2023 |
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| Crescent Grove Advisors | 63k | $6.6M | 17% | Dec 2023 |
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| First Merchants Bank, National Association | 63k | $7.2M | 2% | Mar 2024 |
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| Conning | 61k | $6.9M | 2% | Mar 2024 |
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| NorthRock Partners | 60k | $6.3M | -7% | Dec 2023 |
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| Citadel Advisors | 59k | $6.2M | 11% | Dec 2023 |
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| CB^T Wealth Management | 58k | $6.6M | 0% | Mar 2024 |
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| Granite Bay Wealth Management | 57k | $5.4M | 0% | Dec 2023 |
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| Estate Counselors | 55k | $5.8M | -56% | Dec 2023 |
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| Modera Wealth Management | 55k | $5.7M | -1% | Dec 2023 |
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| Forte Capital | 54k | $5.7M | -1% | Dec 2023 |
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| H D Vest Advisory Services | 53k | $5.5M | 9% | Dec 2023 |
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| Petra Financial Advisors | 53k | $6.0M | -1% | Mar 2024 |
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| Stonebridge Capital Advisors | 53k | $5.5M | 0% | Dec 2023 |
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| FTB Advisors | 52k | $5.9M | -11% | Mar 2024 |
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| Mesirow Financial Investment Management International Equity | 52k | $5.9M | 100% | Mar 2024 |
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| Condor Capital Management | 51k | $5.3M | 6% | Dec 2023 |
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| McAdam | 51k | $5.8M | -4% | Mar 2024 |
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| William Blair $ Company | 50k | $5.2M | -1% | Dec 2023 |
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| Vance Wealth | 49k | $5.1M | 0% | Dec 2023 |
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| Lee Financial | 49k | $5.1M | -2% | Dec 2023 |
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| 9258 Wealth Management | 48k | $5.0M | 10% | Dec 2023 |
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| Sowell Financial Services | 48k | $5.0M | -9% | Dec 2023 |
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| CWM | 48k | $5.4M | 6% | Mar 2024 |
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| Powell Investment Advisors | 47k | $5.4M | -3% | Mar 2024 |
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| Fifth Third Securities | 47k | $5.3M | -11% | Mar 2024 |
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| Great Valley Advisor Group | 45k | $4.7M | -5% | Dec 2023 |
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| Mainsail Financial Group | 45k | $5.1M | 0% | Mar 2024 |
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| Lido Advisors | 45k | $4.6M | 13% | Dec 2023 |
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| Tolleson Wealth Management | 44k | $4.6M | -25% | Dec 2023 |
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| Old National Trust Company | 44k | $5.0M | 4% | Mar 2024 |
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| Transamerica Financial Advisors | 43k | $4.5M | 8% | Dec 2023 |
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| Bellwether Advisors | 43k | $4.5M | 100% | Dec 2023 |
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| Investment Partners | 42k | $4.8M | 0% | Mar 2024 |
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| Clear Harbor Asset Management | 42k | $4.4M | 0% | Dec 2023 |
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| Berkshire Bank | 42k | $4.7M | -2% | Mar 2024 |
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| Platte River Wealth Advisors | 41k | $4.7M | -3% | Mar 2024 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 41k | $4.3M | 5% | Dec 2023 |
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| Central Trust & Investment | 40k | $4.6M | -1% | Mar 2024 |
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| HPM Partners | 40k | $4.2M | 54% | Dec 2023 |
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| Citigroup | 40k | $4.2M | 10% | Dec 2023 |
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| Millennium Management | 39k | $4.1M | 100% | Dec 2023 |
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| Burns Matteson Capital Management | 37k | $3.9M | -4% | Dec 2023 |
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| Acima Private Wealth | 37k | $3.9M | -41% | Dec 2023 |
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| Strategic Equity Management | 33k | $3.8M | -31% | Mar 2024 |
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| United Capital Financial Advisers | 32k | $3.3M | -49% | Dec 2023 |
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| Octavia Wealth Advisors | 11k | $1.2M | -92% | Mar 2024 |
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| Certified Advisory Corp | 6.0k | $623k | -97% | Dec 2023 |
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| Chicago Wealth Management | 5.0k | $527k | -95% | Dec 2023 |
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| Congress Wealth Management LLC / DE / | 3.6k | $414k | -98% | Mar 2024 |
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| Emerald Investment Partners | 2.4k | $253k | -95% | Dec 2023 |
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Who sold out of iShares Russell Midcap Growth Idx.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Financial Management Professionals | Dec 2023 | 70k | $7.3M |
| Greenup Street Wealth Management | Sep 2023 | 66k | $6.0M |
| Hrt Financial | Sep 2023 | 55k | $5.0M |
| Advisors Preferred | Sep 2023 | 42k | $3.8M |