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Get Institutions for : 
iShares Russell 2000 Growth (IWO)  
$263.62 0.88 (0.33%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 864    30
Total shares held : 
 32,537,550  
% of shares held : 
 78.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   83  
Amount of shares held : 
 436,643  
% of shares held change : 
   1.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $221.43  
Last Quarter's Ending Price : 
 $252.22  
Last Quarter's Average Price : 
 $225.41  
Change from last quarter's     
avg. price to the last closing  : 
38.21 (16.95%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
77
 845,784
 2.6%
 
Increased Positions :
299
 2,162,393
 6.65%
 
Unchanged Positions :
242
 1,808,624
 5.56%
 
Decreased Positions :
246
-1,831,759
-5.63%
 
Closed Positions :
47
-739,775
-2.27%
 
Guru Positions :
1
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Proficio Capital Partners LLC 7 *New 2024-03-31 105,851 $28,602,000 105,851
   CHURCHILL MANAGEMENT GROUP /CA/ 48 *New 2024-03-31 48,658 $13,176,000 48,658
   Black Swift Group LLC 7 *New 2024-03-31 41,910 $11,349,000 41,910
   SANDLER CAPITAL MANAGEMENT 69 *New 2024-03-31 17,500 $4,739,000 17,500
   PRIMORIS WEALTH ADVISORS LLC 7 *New 2024-03-31 15,585 $4,223,000 15,585
   Tradition Wealth Management LLC 66 *New 2024-03-31 12,258 $3,319,000 12,258
   Midwest Professional Planners LTD. 32 *New 2024-03-31 9,819 $2,659,000 9,819
   Clayton Financial Group LLC 31 *New 2024-03-31 5,709 $1,546,000 5,709
   Simplicity WealthLLC 451 *New 2024-03-31 4,844 $1,312,000 4,844
   HILLTOP HOLDINGS INC. 188 *New 2024-03-31 4,621 $1,251,000 4,621
   TAP Consulting LLC 94 *New 2024-03-31 4,462 $1,208,000 4,462
   Flagship Private Wealth LLC 37 *New 2024-03-31 3,421 $926,000 3,421
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 297 *New 2024-03-31 2,580 $698,000 2,580
   Strategies Wealth Advisors LLC 50 *New 2024-03-31 2,547 $690,000 2,547
   FIRST CITIZENS BANK & TRUST CO 312 *New 2024-03-31 1,970 $533,000 1,970
   Quantinno Capital Management LP 939 *New 2024-03-31 1,962 $531,000 1,962
   Wescott Financial Advisory Group LLC 113 *New 2024-03-31 1,691 $458,000 1,691
   L.M. KOHN & COMPANY 150 *New 2024-03-31 1,689 $457,000 1,689
   PFG Advisors 431 *New 2024-03-31 1,603 $434,000 1,603
   PFG Investments LLC 599 *New 2024-03-31 1,550 $420,000 1,550
   RT CAPITAL MANAGEMENT, LLC 35 *New 2024-03-31 1,414 $383,000 1,414
   Fidelis Capital Partners LLC 246 *New 2024-03-31 1,415 $383,000 1,415
   KKM Financial LLC 114 *New 2024-03-31 1,388 $376,000 1,388
   Catalytic Wealth RIA LLC 201 *New 2024-03-31 1,295 $351,000 1,295
   PATTEN & PATTEN INC/TN 249 *New 2024-03-31 1,205 $326,000 1,205
   Wealth Alliance 391 *New 2024-03-31 1,152 $312,000 1,152
   Selective Wealth Management 80 *New 2024-03-31 1,200 $311,000 1,200
   CONCENTRIC WEALTH MANAGEMENT LLC 113 *New 2024-03-31 1,129 $306,000 1,129
   F3Logic LLC 136 *New 2022-12-31 1,401 $300,000 1,401
   Richardson Capital Management LLC 21 *New 2024-03-31 1,091 $295,000 1,091
   Advance Capital Management Inc. 112 *New 2024-03-31 1,090 $295,000 1,090
   Crown Wealth Group LLC 73 *New 2024-03-31 1,091 $295,000 1,091
   HARTLINE INVESTMENT CORP/ 297 *New 2024-03-31 1,053 $285,000 1,053
   FIRST HEARTLAND CONSULTANTS INC 344 *New 2024-03-31 1,054 $285,000 1,054
   Spouting Rock Asset Management LLC 99 *New 2023-12-31 1,038 $262,000 1,038
   BAXTER BROS INC 138 *New 2024-03-31 943 $255,000 943
   Capital Investment Advisors LLC 522 *New 2024-03-31 939 $254,000 939
   K.J. HARRISON & PARTNERS INC 187 *New 2024-03-31 928 $251,000 928
   Wealth Architects LLC 184 *New 2024-03-31 866 $235,000 866
   Presidio Capital Management LLC 42 *New 2024-03-31 862 $233,000 862
   Nvest Financial LLC 74 *New 2024-03-31 842 $228,000 842
   LAKE STREET ADVISORS GROUP LLC 515 *New 2023-12-31 886 $224,000 886
   Comprehensive Portfolio Management LLC 718 *New 2024-03-31 829 $224,000 829
   Clarius Group LLC 431 *New 2024-03-31 800 $217,000 800
   HFG Advisors Inc. 96 *New 2024-03-31 784 $212,000 784
   Magnus Financial Group LLC 303 *New 2024-03-31 770 $209,000 770
   Compass Ion Advisors LLC 211 *New 2024-03-31 769 $208,000 769
   MAYPORT LLC 81 *New 2024-03-31 769 $208,000 769
   HODGES CAPITAL MANAGEMENT INC. 207 *New 2024-03-31 767 $208,000 767
   Trust Co of the South 114 *New 2024-03-31 765 $207,000 765
   CRA Financial Services LLC 231 *New 2024-03-31 764 $207,000 764
   Davis Investment Partners LLC 113 *New 2024-03-31 800 $207,000 800
   SeaCrest Wealth Management LLC 562 *New 2024-03-31 758 $205,000 758
   Fragasso Group Inc. 257 *New 2024-03-31 756 $205,000 756
   Everhart Financial Group Inc. 263 *New 2024-03-31 753 $204,000 753
   Berkshire Bank 142 *New 2024-03-31 750 $203,000 750
   Family Investment Center Inc. 78 *New 2024-03-31 743 $201,000 743
   Personal Capital Advisors Corp 470 *New 2022-12-31 938 $201,000 938
   PORTLAND GLOBAL ADVISORS LLC 132 *New 2024-03-31 739 $200,000 739
   QUANTBOT TECHNOLOGIES LLC 1034 *New 2024-03-31 653 $177,000 653
   COCONUT GROVE BANK 279 *New 2024-03-31 427 $116,000 427
   Planning Capital Management Corp 150 *New 2024-03-31 303 $82,000 303
   Continuum Advisory LLC 519 *New 2024-03-31 312 $82,000 312
   DAGCO INC. 98 *New 2024-03-31 300 $81,000 300
   Fernwood Investment Management LLC 308 *New 2024-03-31 255 $69,000 255
   Standard Family Office LLC 33 *New 2024-03-31 235 $64,000 235
   GAMMA Investing LLC 1451 *New 2024-03-31 95 $26,000 95
   RICHARDSON FINANCIAL SERVICES INC. 321 *New 2024-03-31 72 $19,000 72
   LifeSteps Financial Inc. 231 *New 2024-03-31 69 $19,000 69
   MCMILLION CAPITAL MANAGEMENT INC 134 *New 2023-06-30 70 $17,000 70
   IAG Wealth Partners LLC 337 *New 2024-03-31 29 $8,000 29
   Gilliland Jeter Wealth Management LLC 452 *New 2024-03-31 28 $8,000 28
   Efficient Wealth Management LLC 395 *New 2024-03-31 24 $7,000 24
   Biltmore Family Office LLC 225 *New 2024-03-31 20 $5,000 20
   KESSLER INVESTMENT GROUP, LLC 143 *New 2024-03-31 14 $4,000 14
   Tower View Investment Management & Research LLC 170 *New 2024-03-31 16 $4,000 16
   NVWM LLC 322 *New 2024-03-31 16 $4,000 16
   HOWE & RUSLING INC 370 *New 2024-03-31 10 $3,000 10
   Game Plan Financial Advisors LLC 264 *New 2024-03-31 10 $3,000 10
   WOODMONT INVESTMENT COUNSEL LLC 363 *New 2024-03-31 8 $2,000 8
   Operose Advisors LLC 608 *New 2024-03-31 4 $1,000 4
  81 Records found
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