IWP Institutional Ownership
iShares Russell Mid-Cap Growth ETF
1W: +1.2%
1M: +2.8%
3M: -2.1%
YTD: +2.2%
1Y: -0.4%
3Y: +57.2%
5Y: +22.5%
$141.22
+1.58 (+1.13%)
Weekly Expected Move ±2.0%
$136
$138
$141
$144
$147
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IWP
1,279
Institutional Holders
-11 vs prior quarter
0.0%
Ownership
+0.00pp
16B
Total Invested
113
New Positions
354
Increased
452
Reduced
52
Closed
1.25
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1363 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 20,083,691 | 2.8B | +178,260 | +0.9% | 60Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 7,000,459 | $989M | -100,151 | -1.4% | 15Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 5,866,456 | $828M | +93,924 | +1.6% | 76Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 5,335,358 | $753M | +199,763 | +3.9% | 98Q | SEC ↗ |
| 5 | First Command Advisory Services, Inc. | 3,941,675 | $557M | -9,627 | -0.2% | 12Q | SEC ↗ |
| 6 | LPL Financial LLC | 2,726,167 | $385M | +81,816 | +3.1% | 54Q | SEC ↗ |
| 7 | UBS Group AG | 2,718,424 | $384M | -32,960 | -1.2% | 47Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 2,542,307 | $359M | -59,952 | -2.3% | 16Q | SEC ↗ |
| 9 | PNC Financial Services Group, Inc. | 2,424,157 | $342M | -10,043 | -0.4% | 15Q | SEC ↗ |
| 10 | Cassaday & Co Wealth Management LLC | 2,243,150 | $317M | +58,416 | +2.7% | 15Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 2,218,307 | $313M | -35,267 | -1.6% | 35Q | SEC ↗ |
| 12 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,103,984 | $297M | — | +0.0% | 4Q | SEC ↗ |
| 13 | JONES FINANCIAL COMPANIES LLLP | 1,996,544 | $282M | -855,039 | -30.0% | 26Q | SEC ↗ |
| 14 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 1,876,868 | $265M | -97,590 | -4.9% | 2Q | SEC ↗ |
| 15 | COMMERCE BANK | 1,523,545 | $215M | -94,353 | -5.8% | 93Q | SEC ↗ |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,486,576 | $210M | +71,020 | +5.0% | 75Q | SEC ↗ |
| 17 | US BANCORP \DE | 1,353,964 | $191M | -228,935 | -14.5% | 90Q | SEC ↗ |
| 18 | Envestnet Portfolio Solutions, Inc. | 1,352,671 | $191M | -294,918 | -17.9% | 12Q | SEC ↗ |
| 19 | Plante Moran Financial Advisors, LLC | 1,324,615 | $187M | +1,324,377 | +556460.9% | 62Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 1,270,561 | $179M | +99,111 | +8.5% | 26Q | SEC ↗ |
| 21 | FIRST CITIZENS BANK & TRUST CO | 1,242,947 | $176M | -291,146 | -19.0% | 40Q | SEC ↗ |
| 22 | Cullen/Frost Bankers, Inc. | 1,188,094 | $168M | -85,784 | -6.7% | 30Q | SEC ↗ |
| 23 | FMR LLC | 1,138,018 | $161M | -38,518 | -3.3% | 67Q | SEC ↗ |
| 24 | RAYMOND JAMES FINANCIAL INC | 996,753 | $141M | -40,612 | -3.9% | 7Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 918,632 | $130M | +163,015 | +21.6% | 79Q | SEC ↗ |
| 26 | Financial Advisory Corp | 743,948 | $105M | -39,057 | -5.0% | 7Q | SEC ↗ |
| 27 | American Family Investments, Inc. | 723,817 | $102M | +103,294 | +16.6% | 9Q | SEC ↗ |
| 28 | Cetera Investment Advisers | 722,419 | $102M | +32,405 | +4.7% | 38Q | SEC ↗ |
| 29 | Mariner, LLC | 662,972 | $94M | -11,623 | -1.7% | 53Q | SEC ↗ |
| 30 | ZIONS BANCORPORATION, NATIONAL ASSOCIA | 662,087 | $93M | +157,356 | +31.2% | 6Q | SEC ↗ |
| 31 | TRUIST FINANCIAL CORP | 641,849 | $91M | +3,919 | +0.6% | 53Q | SEC ↗ |
| 32 | Focus Partners Wealth | 636,878 | $90M | -20,949 | -3.2% | 11Q | SEC ↗ |
| 33 | CIBC Bancorp USA Inc. | 615,207 | $87M | -16,884 | -2.7% | 2Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 588,919 | $83M | -17,865 | -2.9% | 89Q | SEC ↗ |
| 35 | STEPHENS GROUP ASSET MANAGEMENT, LLC | 563,017 | $80M | +12,027 | +2.2% | 35Q | SEC ↗ |
| 36 | FIFTH THIRD BANCORP | 491,388 | $69M | -19,619 | -3.8% | 26Q | SEC ↗ |
| 37 | STEPHENS INC /AR | 485,385 | $69M | -37,976 | -7.3% | 16Q | SEC ↗ |
| 38 | Equitable Holdings, Inc. | 461,131 | $65M | -94,031 | -16.9% | 27Q | SEC ↗ |
| 39 | GOLDMAN SACHS GROUP INC | 452,315 | $64M | +12,761 | +2.9% | 15Q | SEC ↗ |
| 40 | Rodgers & Associates, LTD | 435,416 | $61M | +4,385 | +1.0% | 23Q | SEC ↗ |
| 41 | Creative Planning | 415,398 | $59M | -7,988 | -1.9% | 59Q | SEC ↗ |
| 42 | JOHNSON INVESTMENT COUNSEL INC | 401,192 | $57M | -2,038 | -0.5% | 15Q | SEC ↗ |
| 43 | BNP PARIBAS FINANCIAL MARKETS | 395,460 | $56M | +96,200 | +32.1% | 6Q | SEC ↗ |
| 44 | WELLINGTON MANAGEMENT GROUP LLP NEW | 370,317 | $52M | — | +0.0% | 1Q | SEC ↗ |
| 45 | AMG National Trust Bank | 340,414 | $48M | +2,917 | +0.9% | 79Q | SEC ↗ |
| 46 | Wescott Financial Advisory Group, LLC | 338,838 | $48M | +920 | +0.3% | 11Q | SEC ↗ |
| 47 | Truepoint, Inc. | 320,731 | $45M | -15,586 | -4.6% | 52Q | SEC ↗ |
| 48 | Krilogy Financial LLC | 313,541 | $44M | +7,018 | +2.3% | 26Q | SEC ↗ |
| 49 | M&T Bank Corp | 303,981 | $43M | -1,475 | -0.5% | 20Q | SEC ↗ |
| 50 | Cedar Mountain Advisors, LLC | 276,200 | $39M | +2,898 | +1.1% | 27Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 370,317 | $52M |
| GenWealth Group, Inc. | 208,254 | $29M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 97,890 | $14M |
| CANANDAIGUA NATIONAL CORP | 97,741 | $14M |
| CITADEL ADVISORS LLC | 57,659 | $8M |
| J.W. COLE ADVISORS, INC. | 57,373 | $8M |
| Vestmark Advisory Solutions, Inc. | 35,072 | $5M |
| RENAISSANCE TECHNOLOGIES LLC | 33,029 | $5M |
| Bluespring Wealth Management, LLC | 25,276 | $4M |
| Global Retirement Partners, LLC | 23,444 | $3M |
| Moran Wealth Management, LLC | 17,726 | $3M |
| Montgomery Financial Services LLC | 15,128 | $2M |
| Rose Capital Advisors LLC | 14,577 | $2M |
| FORONJY FINANCIAL LLC | 13,438 | $2M |
| Thomasville National Bank | 10,570 | $1M |
| FIDUCIARY FINANCIAL ADVISORS | 10,240 | $1M |
| Maloon Powers Pitre Higgins & Denne | 9,772 | $1M |
| OLD MISSION CAPITAL LLC | 7,852 | $1M |
| MAIRS & POWER INC | 7,058 | $997K |
| ALONGSIDE, LLC | 6,703 | $947K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Future Fund LLC | 99,049 | $14M |
| Jacobi Capital Management LLC | 65,109 | $9M |
| Advisors Capital Management, LLC | 56,908 | $8M |
| Retirement Management Systems Inc. | 55,634 | $8M |
| TWO SIGMA INVESTMENTS, LP | 54,700 | $8M |
| DF DENT & CO INC | 28,433 | $4M |
| INNEALTA CAPITAL, LLC | 17,618 | $2M |
| Ausdal Financial Partners, Inc. | 17,437 | $2M |
| OPPENHEIMER ASSET MANAGEMENT INC. | 14,596 | $2M |
| Cordatus Wealth Management LLC | 13,485 | $2M |
| LWM Advisory Services, LLC | 11,372 | $2M |
| DRW Securities, LLC | 9,524 | $1M |
| Baer Investment Advisory LLC | 9,398 | $1M |
| Virtue Capital Management, LLC | 9,392 | $1M |
| GTS SECURITIES LLC | 9,390 | $1M |
| EVOKE WEALTH, LLC | 8,943 | $1M |
| Greenline Wealth Management LLC | 8,278 | $1M |
| AMJ Financial Wealth Management | 8,071 | $1M |
| Cadent Capital Advisors, LLC | 7,972 | $1M |
| Linden Thomas Advisory Services, LL | 7,965 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Plante Moran Financial Advisors, LL | +1,324,377 | +556460.9% | 1,324,615 |
| WELLS FARGO & COMPANY/MN | +199,763 | +3.9% | 5,335,358 |
| MORGAN STANLEY | +178,260 | +0.9% | 20,083,691 |
| ROYAL BANK OF CANADA | +163,015 | +21.6% | 918,632 |
| ZIONS BANCORPORATION, NATIONAL ASSO | +157,356 | +31.2% | 662,087 |
| StoryOne LLC | +148,100 | — | 148,100 |
| Intergy Private Wealth, LLC | +106,375 | +406.6% | 132,539 |
| American Family Investments, Inc. | +103,294 | +16.6% | 723,817 |
| OSAIC HOLDINGS, INC. | +99,111 | +8.5% | 1,270,561 |
| BNP PARIBAS FINANCIAL MARKETS | +96,200 | +32.1% | 395,460 |
| ENVESTNET ASSET MANAGEMENT INC | +93,924 | +1.6% | 5,866,456 |
| LPL Financial LLC | +81,816 | +3.1% | 2,726,167 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +71,020 | +5.0% | 1,486,576 |
| Pathstone Holdings, LLC | +68,392 | +68.3% | 168,554 |
| Cassaday & Co Wealth Management LLC | +58,416 | +2.7% | 2,243,150 |
| Field & Main Bank | +55,779 | +61976.7% | 55,869 |
| FARMERS TRUST CO | +44,855 | +1515.4% | 47,815 |
| AE Wealth Management LLC | +33,461 | +28.0% | 152,890 |
| Cetera Investment Advisers | +32,405 | +4.7% | 722,419 |
| Advisory Resource Group | +31,095 | +984.3% | 34,254 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | -855,039 | -30.0% | 1,996,544 |
| Pacific Life Fund Advisors LLC | -342,542 | -56.4% | 264,305 |
| Envestnet Portfolio Solutions, Inc. | -294,918 | -17.9% | 1,352,671 |
| FIRST CITIZENS BANK & TRUST CO | -291,146 | -19.0% | 1,242,947 |
| US BANCORP \DE | -228,935 | -14.5% | 1,353,964 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -158,448 | -66.2% | 80,842 |
| CONGRESS ASSET MANAGEMENT CO | -156,889 | -50.4% | 154,279 |
| BANK OF HAWAII | -145,727 | -55.8% | 115,648 |
| Mesirow Financial Investment Manage | -134,754 | -48.4% | 143,704 |
| Allworth Financial LP | -132,494 | -95.1% | 6,830 |
| BANK OF AMERICA CORP /DE | -100,151 | -1.4% | 7,000,459 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | -97,590 | -4.9% | 1,876,868 |
| COMMERCE BANK | -94,353 | -5.8% | 1,523,545 |
| Equitable Holdings, Inc. | -94,031 | -16.9% | 461,131 |
| BROWN ADVISORY INC | -90,616 | -46.8% | 103,158 |
| Cullen/Frost Bankers, Inc. | -85,784 | -6.7% | 1,188,094 |
| NATIXIS ADVISORS, LLC | -72,836 | -21.0% | 273,307 |
| AMERIPRISE FINANCIAL INC | -59,952 | -2.3% | 2,542,307 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -46,663 | -93.8% | 3,072 |
| Summit Financial, LLC | -41,289 | -49.3% | 42,435 |