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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
723,865
shares
|
$85.1 Million
0.14% of portfolio
|
Q4 2024
Reduced 99.15%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
709,330
shares
|
$83.4 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
687,453
shares
|
$80.9 Million
0.61% of portfolio
|
Q4 2024
Added 86.76%
|
|
|
American Family Insurance Mutual Holding CO
|
May 14, 2024 Q1 2024 |
661,459
shares
|
$77.8 Million
14.22% of portfolio
|
Q1 2024
Reduced 12.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
632,436
shares
|
$74.4 Million
0.1% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
632,300
shares
|
$74.4 Million
3.88% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
611,166
shares
|
$71.9 Million
0.36% of portfolio
|
Q2 2023
Reduced 86.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
569,205
shares
|
$67 Million
0.12% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
553,318
shares
|
$65.1 Million
0.7% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
American Family Investments, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
549,210
shares
|
$64.6 Million
3.37% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
547,830
shares
|
$64.4 Million
0.01% of portfolio
|
Q4 2024
Added 41.43%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
501,821
shares
|
$59 Million
4.03% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
491,504
shares
|
$57.8 Million
0.91% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
466,647
shares
|
$54.9 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
444,870
shares
|
$52.3 Million
4.7% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
426,150
shares
|
$50.1 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
418,369
shares
|
$49.2 Million
6.34% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
417,179
shares
|
$49.1 Million
0.12% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
382,954
shares
|
$45 Million
0.05% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
348,231
shares
|
$41 Million
1.56% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
341,734
shares
|
$40.2 Million
5.02% of portfolio
|
Q4 2024
Added 482.48%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
337,729
shares
|
$39.7 Million
1.15% of portfolio
|
Q4 2023
Added 3.24%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
335,736
shares
|
$39.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
335,642
shares
|
$39.5 Million
5.27% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
335,416
shares
|
$39.5 Million
0.02% of portfolio
|
Q3 2024
Added 1.56%
|