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 1,223 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Rock Advisors, LP
|
Feb 10, 2025 Q4 2024 |
325,342
shares
|
$40.7 Million
13.99% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
319,992
shares
|
$40 Million
1.12% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
314,191
shares
|
$39.3 Million
5.11% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
285,771
shares
|
$35.7 Million
0.15% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
284,013
shares
|
$35.5 Million
8.08% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
281,200
shares
|
$35.1 Million
0.37% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
280,606
shares
|
$35.1 Million
0.47% of portfolio
|
Q4 2022
Added 1.79%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
270,320
shares
|
$33.8 Million
0.01% of portfolio
|
Q4 2024
Added 29282.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
244,064
shares
|
$30.5 Million
0.04% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
235,216
shares
|
$29.4 Million
0.81% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
231,284
shares
|
$28.9 Million
2.14% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
227,486
shares
|
$28.4 Million
0.68% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
225,483
shares
|
$28.2 Million
0.06% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
223,403
shares
|
$27.9 Million
1.72% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
219,501
shares
|
$27.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
201,776
shares
|
$25.2 Million
0.25% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
199,645
shares
|
$24.9 Million
0.36% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
197,924
shares
|
$24.7 Million
0.47% of portfolio
|
Q4 2024
Added 514.79%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
196,307
shares
|
$24.5 Million
0.0% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
186,197
shares
|
$23.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
181,711
shares
|
$22.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
179,378
shares
|
$22.4 Million
0.06% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
179,136
shares
|
$22.4 Million
0.35% of portfolio
|
Q4 2024
Added 128.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
178,113
shares
|
$22.3 Million
0.08% of portfolio
|
Q4 2024
Added 40.83%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
176,945
shares
|
$22.1 Million
1.5% of portfolio
|
Q4 2024
Added 4.44%
|