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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
92,928
shares
|
$11.6 Million
0.08% of portfolio
|
Q4 2024
Added 20.49%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
92,438
shares
|
$11.6 Million
1.84% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
91,773
shares
|
$11.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
90,973
shares
|
$11.4 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
89,843
shares
|
$11.2 Million
6.4% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Feb 13, 2025 Q4 2024 |
89,818
shares
|
$11.2 Million
4.17% of portfolio
|
Q4 2024
Added 33.36%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
89,065
shares
|
$11.1 Million
0.47% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
88,753
shares
|
$11.1 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
88,640
shares
|
$11.1 Million
0.03% of portfolio
|
Q4 2024
Added 5578.41%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
84,868
shares
|
$10.6 Million
4.42% of portfolio
|
Q2 2023
Reduced 5.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
84,466
shares
|
$10.6 Million
0.07% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
82,353
shares
|
$10.3 Million
1.1% of portfolio
|
Q1 2024
Added 3.39%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Feb 13, 2025 Q4 2024 |
81,772
shares
|
$10.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 31.03%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
81,243
shares
|
$10.2 Million
0.89% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
80,636
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2023
Reduced 21.94%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
79,774
shares
|
$9.97 Million
2.27% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
79,301
shares
|
$9.91 Million
0.93% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
79,100
shares
|
$9.88 Million
3.56% of portfolio
|
Q4 2024
Reduced 19.2%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
78,948
shares
|
$9.87 Million
0.04% of portfolio
|
Q4 2024
Added 78.64%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
77,564
shares
|
$9.69 Million
0.02% of portfolio
|
Q4 2024
Added 119.12%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
76,963
shares
|
$9.62 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.05%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
75,898
shares
|
$9.48 Million
0.35% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
72,983
shares
|
$9.12 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
70,615
shares
|
$8.82 Million
0.33% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
67,320
shares
|
$8.41 Million
7.18% of portfolio
|
Q4 2024
Reduced 18.75%
|