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 1,244 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
324,457
shares
|
$45.4 Million
1.37% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
317,870
shares
|
$44.5 Million
0.06% of portfolio
|
Q1 2025
Added 86.88%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
316,353
shares
|
$44.3 Million
0.31% of portfolio
|
Q1 2025
Added 126.33%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
282,810
shares
|
$39.6 Million
8.33% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
282,590
shares
|
$39.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
280,606
shares
|
$39.3 Million
0.47% of portfolio
|
Q4 2022
Added 1.79%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
279,270
shares
|
$39.1 Million
0.2% of portfolio
|
Q1 2025
Added 120.42%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
275,786
shares
|
$38.6 Million
0.66% of portfolio
|
Q1 2025
Added 109.32%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
261,079
shares
|
$36.6 Million
0.33% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
249,881
shares
|
$35 Million
0.82% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
239,811
shares
|
$33.6 Million
2.12% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
237,394
shares
|
$33.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
235,058
shares
|
$32.9 Million
0.73% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
230,118
shares
|
$32.2 Million
0.05% of portfolio
|
Q1 2025
Added 74.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
224,174
shares
|
$31.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
217,406
shares
|
$30.4 Million
1.59% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
215,586
shares
|
$30.2 Million
3.83% of portfolio
|
Q2 2025
Reduced 19.94%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
211,556
shares
|
$29.6 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Summit Rock Advisors, LP
|
May 09, 2025 Q1 2025 |
210,489
shares
|
$29.5 Million
17.18% of portfolio
|
Q1 2025
Reduced 35.3%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
205,915
shares
|
$28.8 Million
0.34% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
202,296
shares
|
$28.3 Million
0.37% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
199,447
shares
|
$27.9 Million
1.35% of portfolio
|
Q1 2025
Added 51.71%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
196,307
shares
|
$27.5 Million
0.0% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
192,874
shares
|
$27 Million
0.09% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
192,302
shares
|
$26.9 Million
5.42% of portfolio
|
Q2 2025
New holding
|