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 1,237 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 $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
91,270
shares
|
$12.6 Million
1.14% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
90,526
shares
|
$12.5 Million
1.75% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
90,082
shares
|
$12.4 Million
0.26% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
90,067
shares
|
$12.4 Million
0.04% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
89,940
shares
|
$12.4 Million
0.36% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
89,689
shares
|
$12.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
89,683
shares
|
$12.3 Million
0.2% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 15, 2025 Q1 2025 |
89,117
shares
|
$12.3 Million
4.08% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
87,248
shares
|
$12 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
86,288
shares
|
$11.9 Million
0.06% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
85,832
shares
|
$11.8 Million
6.22% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
85,732
shares
|
$11.8 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
84,868
shares
|
$11.7 Million
4.42% of portfolio
|
Q2 2023
Reduced 5.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
84,466
shares
|
$11.6 Million
0.07% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
83,895
shares
|
$11.6 Million
1.11% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
82,353
shares
|
$11.3 Million
1.1% of portfolio
|
Q1 2024
Added 3.39%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
81,757
shares
|
$11.3 Million
1.0% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
81,243
shares
|
$11.2 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
|
$11.1 Million
0.02% of portfolio
|
Q3 2023
Reduced 21.94%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
80,576
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
Added 671366.69%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
79,015
shares
|
$10.9 Million
0.39% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
78,613
shares
|
$10.8 Million
3.32% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
74,334
shares
|
$10.2 Million
2.19% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
69,194
shares
|
$9.53 Million
0.26% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
68,843
shares
|
$9.48 Million
0.01% of portfolio
|
Q1 2025
Added 542.97%
|