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 1,229 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 $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
173,060
shares
|
$20.4 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
170,391
shares
|
$20 Million
0.07% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
170,092
shares
|
$20 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.07%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
163,909
shares
|
$19.3 Million
4.77% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
162,860
shares
|
$19.2 Million
0.09% of portfolio
|
Q4 2024
Added 276.68%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
161,860
shares
|
$19 Million
0.36% of portfolio
|
Q4 2024
Reduced 38.27%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
160,055
shares
|
$18.8 Million
0.0% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
158,215
shares
|
$18.6 Million
2.48% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
153,629
shares
|
$18.1 Million
7.43% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
153,464
shares
|
$18.1 Million
0.01% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
149,768
shares
|
$17.6 Million
0.06% of portfolio
|
Q4 2024
Added 25.5%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
147,955
shares
|
$17.4 Million
0.29% of portfolio
|
Q4 2024
Added 84.81%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
144,063
shares
|
$16.9 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
139,776
shares
|
$16.4 Million
0.15% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
139,135
shares
|
$16.4 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
136,225
shares
|
$16 Million
7.02% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Apr 01, 2025 Q1 2025 |
135,835
shares
|
$16 Million
10.19% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Hwg Holdings LP
Houston, TX |
Feb 26, 2025 Q4 2024 |
134,007
shares
|
$15.8 Million
5.8% of portfolio
|
Q4 2024
Added 722.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
133,714
shares
|
$15.7 Million
0.24% of portfolio
|
Q4 2024
Added 873.67%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
133,676
shares
|
$15.7 Million
0.29% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
132,340
shares
|
$15.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
131,997
shares
|
$15.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
131,751
shares
|
$15.5 Million
0.35% of portfolio
|
Q4 2024
Added 48.75%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
131,582
shares
|
$15.5 Million
0.29% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
131,465
shares
|
$15.5 Million
0.22% of portfolio
|
Q4 2023
Reduced 17.9%
|