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Get Institutions for : 
iShares Russell 3000 Growth (IWZ)  
$121.19 1.13 (0.94%) as of 4:30 Fri 5/24


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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  : 
22.68 (23.02%)  




 
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
   MORGAN STANLEY 178 - 2024-03-31 11,515,758 $1,349,762,000 231,138
   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
   Facet Wealth Inc. 6 - 2024-03-31 970,736 $113,722,000 53,585
   HIGHTOWER ADVISORS, LLC 183 - 2024-03-31 641,259 $75,170,000 6,729
   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
   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
   Cetera Investment Advisers 196 - 2024-03-31 365,085 $42,792,000 310,166
   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
   Cardinal Strategic Wealth Guidance 3 - 2024-03-31 271,189 $31,786,000 15,481
   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
   Merit Financial Group LLC 27 - 2024-03-31 235,716 $27,230,000 230,582
   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
   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
   COHO PARTNERS LTD 29 - 2024-03-31 185,275 $21,716,000 41,606
   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
   Integrated Wealth Concepts LLC 83 - 2024-03-31 162,133 $19,005,000 3,352
   AMERIVEST INVESTMENT MANAGEMENT LLC 54 - 2023-06-30 185,275 $18,091,000 2,736
   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
   F3Logic LLC 11 - 2022-12-31 185,535 $15,125,000 58,369
   Financial Advocates Investment Management 18 - 2024-03-31 122,178 $14,502,000 2,759
   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
   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
   Birchcreek Wealth Management LLC 1 - 2024-03-31 106,909 $12,531,000 1,401
   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
   PCA Investment Advisory Services Inc. 3 - 2024-03-31 96,651 $11,328,000 3,267
   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
   ATRIA INVESTMENTS LLC 176 - 2024-03-31 83,266 $9,760,000 21,408
   HORIZON INVESTMENTS, LLC/SC 56 - 2024-03-31 83,151 $9,746,000 2,821
   Gallagher Fiduciary Advisors LLC 19 - 2024-03-31 80,861 $9,478,000 6,778
   Wealth Quarterback LLC 3 - 2024-03-31 78,911 $9,249,000 25,298
   Stratos Wealth Partners LTD. 144 - 2024-03-31 76,046 $8,913,000 1,194
   GDS Wealth Management 49 - 2024-03-31 75,372 $8,834,000 11,550
   Quent Capital LLC 23 - 2024-03-31 73,384 $8,601,000 1,028
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 534 - 2024-03-31 67,926 $7,962,000 8,413
   Rooted Wealth Advisors Inc. 6 - 2024-03-31 64,426 $7,502,000 1,278
   BANK OF MONTREAL /CAN/ 941 - 2024-03-31 62,730 $7,371,000 1,202
   CREATIVE PLANNING 489 - 2024-03-31 62,682 $7,347,000 566
   MOTIVE WEALTH ADVISORS 8 - 2024-03-31 61,863 $7,251,000 33,339
   Cresset Asset Management LLC 322 - 2024-03-31 58,661 $6,876,000 15,549
   MY PURPOSEFUL WEALTH CORP. 6 - 2024-03-31 57,449 $6,734,000 11,789
   JANNEY MONTGOMERY SCOTT LLC 676 - 2024-03-31 52,640 $6,170,000 18,497
   LINCOLN NATIONAL CORP 126 - 2024-03-31 51,842 $6,076,000 22,577
   Foundry Financial Group Inc. 14 - 2024-03-31 44,693 $5,238,000 3,618
   Integrated Advisors Network LLC 102 - 2024-03-31 43,734 $5,126,000 3,377
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 410 - 2024-03-31 43,085 $5,050,000 42,362
   Colorado Capital Management Inc. 14 - 2024-03-31 38,191 $4,476,000 821
   THRIVENT FINANCIAL FOR LUTHERANS 875 - 2024-03-31 38,146 $4,471,000 2,742
   RFG Advisory Group LLC 118 - 2024-03-31 36,780 $4,311,000 6,061
   CWM LLC 448 - 2024-03-31 35,915 $4,210,000 1,546
   INVESTMENT ADVISORY SERVICES INC /TX /ADV 14 - 2024-03-31 34,858 $4,086,000 529
   Cornerstone Advisory LLP 45 - 2024-03-31 32,786 $3,843,000 5,580
   PARSONS CAPITAL MANAGEMENT INC/RI 89 - 2024-03-31 32,188 $3,773,000 396
   Watchman Group Inc. 35 - 2024-03-31 31,642 $3,709,000 1,445
   TRANSATLANTIQUE PRIVATE WEALTH LLC 7 - 2024-03-31 30,714 $3,600,000 1,698
   Ameritas Advisory Services LLC 146 - 2024-03-31 30,324 $3,493,000 18,637
   Kingsview Wealth Management LLC 220 - 2024-03-31 28,954 $3,394,000 11,475
   SageView Advisory Group LLC 75 - 2024-03-31 55,683 $3,382,000 49,409
   Csenge Advisory Group 103 - 2024-03-31 28,816 $3,378,000 2,454
   IFG Advisory LLC 119 - 2024-03-31 28,494 $3,340,000 12,929
   Flagship Private Wealth LLC 15 - 2024-03-31 26,458 $3,101,000 1,806
   Columbus Macro LLC 17 - 2024-03-31 26,260 $3,078,000 409
   Goss Wealth Management LLC 534 - 2024-03-31 25,876 $3,033,000 5,593
   Benedetti & Gucer Inc. 14 - 2024-03-31 25,682 $3,010,000 311
   Vident Advisory LLC 296 - 2024-03-31 25,269 $2,962,000 4,056
   Sailer Financial LLC 18 - 2024-03-31 24,444 $2,865,000 61
   GUARANTY TRUST CO OF MISSOURI /MO/ 195 - 2024-03-31 24,158 $2,832,000 161
   PRUDENTIAL FINANCIAL INC 1275 - 2024-03-31 22,502 $2,637,000 3,545
   Omega Financial Group LLC 31 - 2024-03-31 22,480 $2,635,000 9
   Garde Capital Inc. 53 - 2023-12-31 24,848 $2,587,000 3,400
   Endowment Wealth Management Inc. 13 - 2024-03-31 21,995 $2,578,000 12,877
   CITIGROUP INC 1610 - 2024-03-31 21,977 $2,576,000 16,913
   DAVIDSON D A & CO 468 - 2024-03-31 21,220 $2,487,000 159
  100 Records found
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