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Get Institutions for : 
iShares Russell 3000 Growth (IWZ)  
$120.30 0.38 (0.31%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 572    2
Total shares held : 
 104,036,936  
% of shares held : 
 11.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   31  
Amount of shares held : 
 3,506,555  
% of shares held change : 
   0.39%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $95.16  
Last Quarter's Ending Price : 
 $104.10  
Last Quarter's Average Price : 
 $98.51  
Change from last quarter's     
avg. price to the last closing  : 
21.79 (22.12%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 493,282
 0.47%
 
Increased Positions :
210
 5,244,646
 5.04%
 
Unchanged Positions :
141
 789,329
 0.76%
 
Decreased Positions :
181
-2,126,712
-2.04%
 
Closed Positions :
38
-104,661
-0.1%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 44 - 2024-03-31 36,344,844 $4,259,979,000 114,407
   LPL FINANCIAL CORP 17 - 2024-03-31 14,064,998 $1,648,558,000 -158,602
   MORGAN STANLEY 178 - 2024-03-31 11,515,758 $1,349,762,000 231,138
   JONES FINANCIAL COMPANIES LLLP 21 - 2024-03-31 6,942,333 $813,711,000 -239,346
   J P MORGAN CHASE & CO 547 - 2024-03-31 2,149,910 $251,991,000 21,363
   ENVESTNET ASSET MANAGEMENT INC 234 - 2024-03-31 1,929,119 $226,112,000 622,742
   Ronald Blue Trust Inc. 15 - 2024-03-31 1,463,021 $171,481,000 11,343
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 51 - 2023-09-30 1,777,363 $168,547,000 43,958
   COMMONWEALTH EQUITY SERVICES LLC. 72 - 2024-03-31 1,317,572 $154,433,000 42,921
   UBS Group AG 348 - 2024-03-31 1,297,238 $152,049,000 8,010
   Spire Wealth Management 7 - 2024-03-31 152,932 $125,533,000 -2,313
   WELLS FARGO & CO/MN 419 - 2024-03-31 995,884 $116,728,000 -234,944
   Facet Wealth Inc. 6 - 2024-03-31 970,736 $113,722,000 53,585
   PNC FINANCIAL SERVICES GROUP INC 175 - 2024-03-31 845,045 $99,048,000 -6,645
   FMR LLC 1114 - 2024-03-31 728,179 $85,512,000 -3,499
   ROYAL BANK OF CANADA 540 - 2024-03-31 706,350 $82,792,000 -514
   HIGHTOWER ADVISORS, LLC 183 - 2024-03-31 641,259 $75,170,000 6,729
   RAYMOND JAMES & ASSOCIATES 316 - 2024-03-31 630,549 $73,907,000 -148,463
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 177 - 2024-03-31 622,180 $72,926,000 24,547
   BANK OF NEW YORK MELLON CORP 831 - 2024-03-31 608,896 $71,369,000 600,239
   BENJAMIN F. EDWARDS & COMPANY INC. 8 - 2024-03-31 596,250 $69,887,000 -2,660
   AMERIPRISE FINANCIAL INC 697 - 2024-03-31 557,457 $65,303,000 34,581
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 142 - 2024-03-31 531,715 $62,322,000 1,340
   Legacy Financial Group LLC 1 - 2024-03-31 455,135 $53,346,000 427,369
   CI Private Wealth LLC 217 - 2024-03-31 451,482 $52,918,000 14,924
   Tennessee Valley Asset Management Partners 2 - 2024-03-31 387,013 $45,362,000 7,148
   HANSON MCCLAIN, INC. 39 - 2024-03-31 381,890 $44,761,000 -10,110
   BLACKROCK INC. 2506 - 2024-03-31 347,612 $40,744,000 -66,744
   Madison Wealth Partners Inc 2 - 2024-03-31 342,335 $40,125,000 1,618
   Windsor Group LTD 2 - 2023-09-30 405,832 $38,485,000 6,563
   Tanglewood Legacy Advisors LLC 2 - 2024-03-31 313,710 $36,770,000 7,468
   Advisor Group Holdings Inc. 239 - 2024-03-31 310,994 $36,455,000 6,250
   DOLIVER CAPITAL ADVISORS INC 2 - 2024-03-31 289,201 $33,897,000 -47,873
   FIL LTD 378 *New 2024-03-31 288,401 $33,868,000 288,401
   SANDY SPRING BANK 12 - 2024-03-31 276,530 $32,412,000 -10,748
   Cardinal Strategic Wealth Guidance 3 - 2024-03-31 271,189 $31,786,000 15,481
   Veracity Capital LLC 2 - 2024-03-31 269,854 $31,630,000 -2,072
   Charles Schwab Trust Co 8 - 2024-03-31 269,030 $31,533,000 -10,707
   DDFG Inc 1 - 2024-03-31 264,630 $31,017,000 -7,731
   ALLIANCEBERNSTEIN L.P. 745 - 2024-03-31 251,574 $29,487,000 13,134
   CX Institutional 16 - 2024-03-31 246,943 $28,944,000 77,639
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1393 - 2024-03-31 246,598 $28,904,000 -92,650
   HILLTOP WEALTH ADVISORS LLC 1 - 2024-03-31 244,944 $28,710,000 -1,508
   Equitable Holdings Inc. 69 - 2024-03-31 243,687 $28,563,000 -1,619
   MODERA WEALTH MANAGEMENT, LLC 58 - 2024-03-31 232,553 $27,258,000 -1,323
   Merit Financial Group LLC 27 - 2024-03-31 235,716 $27,230,000 230,582
   FINANCIAL NETWORK 151 - 2024-03-31 229,193 $26,864,000 -40,455
   NATIXIS ASSET MANAGEMENT ADVISORS LP 322 - 2024-03-31 225,424 $26,422,000 35,714
   MML INVESTORS SERVICES LLC 205 - 2024-03-31 223,299 $26,173,000 73,873
   Strategies Wealth Advisors LLC 10 - 2024-03-31 221,741 $25,990,000 -13,238
   Kestra Advisory Services LLC 118 - 2024-03-31 219,370 $25,712,000 106,902
   COLONY GROUP, LLC 130 - 2024-03-31 211,126 $24,746,000 26,236
   HOWE & RUSLING INC 10 - 2024-03-31 208,197 $24,403,000 18,290
   Edge Capital Group LLC 16 - 2024-03-31 203,968 $23,907,000 5,844
   ForthRight Wealth Management LLC 4 - 2024-03-31 203,043 $23,799,000 -1,924
   Baird Financial Group Inc. 298 - 2024-03-31 198,511 $23,267,000 -7,707
   H D Vest Advisory Services 76 - 2024-03-31 197,416 $23,139,000 -11
   BLAIR WILLIAM & CO/IL 200 - 2024-03-31 192,264 $22,535,000 -6,106
   COHO PARTNERS LTD 29 - 2024-03-31 185,275 $21,716,000 41,606
   Mascoma Wealth Management LLC 5 - 2024-03-31 182,538 $21,395,000 -11,187
   Private Advisor Group LLC 127 - 2024-03-31 181,420 $21,264,000 1,111
   CUTLER INVESTMENT COUNSEL LLC 8 - 2024-03-31 171,820 $20,139,000 12,389
   ERTS Wealth Advisors LLC 9 - 2024-03-31 170,864 $20,027,000 -12,964
   Integrated Wealth Concepts LLC 83 - 2024-03-31 162,133 $19,005,000 3,352
   SAVANT CAPITAL MANAGEMENT INC 80 - 2024-03-31 156,568 $18,351,000 -14,140
   AMERIVEST INVESTMENT MANAGEMENT LLC 54 - 2023-06-30 185,275 $18,091,000 2,736
   Adviser Investments LLC 74 - 2024-03-31 139,370 $16,336,000 -9,010
   Helen Stephens Group LLC 5 - 2024-03-31 136,423 $15,990,000 7,256
   WIN ADVISORS INC 1 - 2024-03-31 136,001 $15,941,000 136,001
   Petix & Botte Co 5 - 2024-03-31 134,707 $15,789,000 -135,057
   HUDOCK MOYER WEALTH RESOURCES, LLC 10 - 2024-03-31 134,067 $15,714,000 -1,690
   F3Logic LLC 11 - 2022-12-31 185,535 $15,125,000 58,369
   Gallagher Benefit Services Inc. 11 - 2022-12-31 185,535 $15,125,000 0
   Amplius Wealth Advisors LLC 17 - 2024-03-31 125,588 $14,720,000 -8,120
   Financial Advocates Investment Management 18 - 2024-03-31 122,178 $14,502,000 2,759
   STIFEL FINANCIAL CORP 670 - 2024-03-31 121,396 $14,230,000 -22,019
   PRINCIPAL SECURITIES INC. 43 - 2024-03-31 118,840 $13,929,000 6,300
   ZRC WEALTH MANAGEMENT LLC 3 - 2024-03-31 118,344 $13,839,000 10,078
   COLONY GROUP LLC 115 - 2023-09-30 143,654 $13,623,000 -3,485
   BB&T CORP 519 - 2024-03-31 114,696 $13,444,000 -50,231
   Rockefeller Capital Management L.P. 434 - 2024-03-31 110,747 $12,981,000 3,456
   MULTIFINANCIAL SECURITIES CORP 189 - 2024-03-31 108,457 $12,712,000 29,964
   Canvas Wealth Advisors LLC 6 - 2024-03-31 112,263 $12,685,000 -10,292
   Birchcreek Wealth Management LLC 1 - 2024-03-31 106,909 $12,531,000 1,401
   CAPTRUST FINANCIAL ADVISORS 301 - 2024-03-31 106,794 $12,517,000 -7,580
   Richard W. Paul & Associates LLC 2 - 2024-03-31 103,382 $12,117,000 -2,065
   GOLDMAN SACHS GROUP INC/ 1918 - 2024-03-31 102,448 $12,008,000 -157,471
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 166 - 2024-03-31 102,296 $11,990,000 -10,338
   Vantage Financial Partners LLC 10 - 2024-03-31 101,916 $11,946,000 2,733
   NBT BANK N A /NY 28 - 2024-03-31 101,424 $11,888,000 12,228
   NorthStar Asset Management LLC /NJ/ 2 - 2024-03-31 99,462 $11,658,000 6,621
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 431 - 2024-03-31 98,475 $11,542,000 34,515
   IRONWOOD WEALTH MANAGEMENT INC. 9 - 2024-03-31 97,531 $11,484,000 -913
   PCA Investment Advisory Services Inc. 3 - 2024-03-31 96,651 $11,328,000 3,267
   Financial Council Asset Management Inc 3 - 2024-03-31 92,593 $10,853,000 -1,807
   Resources Investment Advisors Inc. 120 - 2024-03-31 89,921 $10,540,000 -2,070
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 247 - 2024-03-31 84,952 $9,962,000 9,993
   Concurrent Investment Advisors LLC 56 - 2024-03-31 84,900 $9,951,000 16,068
   FOUNDERS FINANCIAL SECURITIES LLC 26 - 2024-03-31 84,207 $9,870,000 2,943
   HORIZON INVESTMENTS, LLC/SC 56 - 2024-03-31 83,151 $9,746,000 2,821
  100 Records found
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