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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
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 112 - 2024-03-31 105,534 $28,579,000 0
   CSM Advisors LLC 14 - 2024-03-31 104,000 $28,163,000 0
   NSI Retail Advisors LLC 9 - 2024-03-31 104,000 $28,163,000 0
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 173 - 2024-03-31 75,097 $20,336,000 0
   DUFF & PHELPS INVESTMENT MANAGEMENT CO 115 - 2024-03-31 46,870 $12,692,000 0
   CB&T WEALTH MANAGEMENT 5 - 2024-03-31 29,723 $8,049,000 0
   SEQUENT ASSET MANAGEMENT, LLC 8 - 2024-03-31 25,631 $6,941,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 128 - 2024-03-31 17,281 $4,680,000 0
   QUADRANT CAPITAL GROUP LLC 40 - 2024-03-31 16,321 $4,420,000 0
   CONNECTIVE CAPITAL MANAGEMENT, LLC 9 - 2024-03-31 13,453 $3,643,000 0
   Ariston Services Group 10 - 2024-03-31 11,810 $3,198,000 0
   MOODY LYNN & CO/ 81 - 2024-03-31 10,799 $2,924,000 0
   TOMPKINS FINANCIAL CORP 59 - 2024-03-31 10,222 $2,768,000 0
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 64 - 2024-03-31 9,039 $2,448,000 0
   Taylor Cottrill Erickson & Associates Inc. 29 - 2024-03-31 8,831 $2,392,000 0
   DORSEY & WHITNEY TRUST CO LLC 123 - 2024-03-31 8,020 $2,172,000 0
   CHEMUNG CANAL TRUST CO 58 - 2024-03-31 7,609 $2,061,000 0
   WASHINGTON TRUST BANK 77 - 2024-03-31 7,506 $2,033,000 0
   jvl associates llc 20 - 2024-03-31 6,750 $1,828,000 0
   PRICE T ROWE ASSOCIATES INC /MD/ 1619 - 2024-03-31 6,519 $1,766,000 0
   HIGHLAND CAPITAL MANAGEMENT CORP 181 - 2024-03-31 6,494 $1,759,000 0
   HAVERFORD TRUST CO 185 - 2024-03-31 6,011 $1,628,000 0
   YALE CAPITAL CORP 202 - 2024-03-31 5,990 $1,622,000 0
   OAK HILL INVESTMENT MANAGEMENT, L.P. 88 - 2024-03-31 5,145 $1,393,000 0
   CHATHAM CAPITAL GROUP INC 101 - 2024-03-31 5,140 $1,392,000 0
   BOSTON FAMILY OFFICE LLC 138 - 2024-03-31 4,602 $1,246,000 0
   Carlson Capital Management 40 - 2024-03-31 4,501 $1,219,000 0
   AFT, FORSYTH & COMPANY, INC. 38 - 2024-03-31 4,407 $1,193,000 0
   Ratio Wealth Group 47 - 2024-03-31 4,388 $1,188,000 0
   Renasant Bank 38 - 2024-03-31 4,155 $1,125,000 0
   KISTLERTIFFANY COMPANIES, LLC 117 - 2023-06-30 4,282 $1,039,000 0
   JNB Advisors LLC 175 - 2024-03-31 3,642 $986,000 0
   Keudell/Morrison Wealth Management 69 - 2024-03-31 3,399 $920,000 0
   Allspring Global Investments Holdings LLC 1396 - 2024-03-31 3,328 $901,000 0
   IRONWOOD INVESTMENT COUNSEL LLC 125 - 2024-03-31 3,301 $894,000 0
   SPRINGBOK CAPITAL MANAGEMENT LLC 389 - 2024-03-31 3,200 $867,000 0
   ACIMA PRIVATE WEALTH LLC 59 - 2024-03-31 3,170 $858,000 0
   FIRST NATIONAL BANK SIOUX FALLS 46 - 2024-03-31 3,159 $855,000 0
   FIRST BUSINESS FINANCIAL SERVICES INC. 82 - 2024-03-31 3,132 $848,000 0
   STATE BANK & TRUST 108 - 2024-03-31 3,109 $842,000 0
   KOCHIS FITZ/QUINTILE LLC 156 - 2024-03-31 3,004 $813,000 0
   GFS ADVISORS, LLC 95 - 2024-03-31 3,000 $812,000 0
   ALESCO ADVISORS LLC 98 - 2024-03-31 3,000 $812,000 0
   CI INVESTMENTS INC 409 - 2024-03-31 2,996 $811,000 0
   WEST COAST FINANCIAL LLC 82 - 2024-03-31 2,886 $782,000 0
   Intergy Private Wealth LLC 48 - 2024-03-31 2,819 $763,000 0
   JFS WEALTH ADVISORS, LLC 134 - 2024-03-31 2,793 $756,000 0
   WETHERBY ASSET MANAGEMENT INC 428 - 2024-03-31 2,764 $748,000 0
   Perfromance Wealth Partners LLC 74 - 2024-03-31 2,698 $731,000 0
   GRAYHAWK INVESTMENT STRATEGIES INC. 22 - 2024-03-31 2,644 $716,000 0
   ACCREDITED INVESTORS INC. 104 - 2024-03-31 2,606 $706,000 0
   GABLES CAPITAL MANAGEMENT INC. 58 - 2024-03-31 2,575 $697,000 0
   HOLLENCREST SECURITIES LLC 173 - 2024-03-31 2,566 $695,000 0
   Navis Wealth Advisors LLC 24 - 2024-03-31 2,535 $686,000 0
   GARRISON POINT ADVISORS LLC 69 - 2024-03-31 2,492 $675,000 0
   LS INVESTMENT ADVISORS, LLC 96 - 2024-03-31 2,475 $670,000 0
   FULTON BANK, N.A. 283 - 2024-03-31 2,441 $661,000 0
   ARK & TLK INVESTMENTS LLC 50 - 2024-03-31 2,422 $656,000 0
   Consilium Wealth Advisory LLC 51 - 2024-03-31 2,416 $654,000 0
   Elgethun Capital Management 69 - 2024-03-31 2,374 $642,000 0
   Sepio Capital LLC 199 - 2024-03-31 2,287 $619,000 0
   First National Bank 49 - 2024-03-31 2,260 $612,000 0
   ETFIDEA LLC 63 - 2024-03-31 2,247 $608,000 0
   TRANSATLANTIQUE PRIVATE WEALTH LLC 129 - 2024-03-31 2,200 $596,000 0
   NTV ASSET MANAGEMENT LLC 155 - 2024-03-31 2,078 $563,000 0
   HM PAYSON & CO 264 - 2023-12-31 2,172 $548,000 0
   Feltz Wealth PLAN Inc. 193 - 2024-03-31 2,001 $542,000 0
   MORRIS FINANCIAL CONCEPTS INC. 53 - 2024-03-31 1,957 $530,000 0
   PALISADE ASSET MANAGEMENT, LLC 152 - 2024-03-31 1,922 $520,000 0
   Armstrong Fleming & Moore Inc 55 - 2024-03-31 1,880 $509,000 0
   Colonial Trust Co / SC 148 - 2024-03-31 1,868 $506,000 0
   DiMeo Schneider & Associates L.L.C. 85 - 2024-03-31 1,849 $501,000 0
   Genesee Capital Advisors LLC 70 - 2024-03-31 1,840 $498,000 0
   Mason Investment Advisory Services Inc. 39 - 2024-03-31 1,836 $497,000 0
   Verdence Capital Advisors LLC 358 - 2024-03-31 1,747 $473,000 0
   GLOBALT Investments LLC / GA 177 - 2024-03-31 1,735 $470,000 0
   Trifecta Capital Advisors LLC 70 - 2024-03-31 1,737 $470,000 0
   Lakeview Capital Partners LLC 250 - 2024-03-31 1,726 $467,000 0
   ALLEN INVESTMENT MANAGEMENT LLC 162 - 2024-03-31 1,720 $466,000 0
   Athena Investment Management 83 - 2024-03-31 1,694 $459,000 0
   CHAPIN DAVIS INC. 137 - 2024-03-31 1,685 $456,000 0
   Harvest Fund Management Co. Ltd 223 - 2024-03-31 1,651 $447,000 0
   BAKER AVENUE ASSET MANAGEMENT, LP 271 - 2024-03-31 1,629 $441,000 0
   Jupiter Wealth Management LLC 65 - 2024-03-31 1,683 $438,000 0
   WARNER FINANCIAL INC 78 - 2024-03-31 1,557 $422,000 0
   Platte River Wealth Advisors LLC 66 - 2024-03-31 1,555 $421,000 0
   MONTAG A & ASSOCIATES INC 339 - 2024-03-31 1,555 $421,000 0
   ANDERSON HOAGLAND & CO 117 - 2024-03-31 1,555 $403,000 0
   ESSEX INVESTMENT MANAGEMENT CO LLC 178 - 2024-03-31 1,482 $401,000 0
   MidWestOne Financial Group Inc. 227 - 2024-03-31 1,479 $401,000 0
   Patriot Investment Management Inc. 181 - 2024-03-31 1,470 $398,000 0
   TBH Global Asset Management LLC 180 - 2024-03-31 1,460 $395,000 0
   Key Financial Inc 167 - 2024-03-31 1,394 $377,000 0
   Pegasus Asset Management Inc. 62 - 2024-03-31 1,386 $375,000 0
   FIRST MERCHANTS CORP 189 - 2024-03-31 1,354 $367,000 0
   BANGOR SAVINGS BANK 176 - 2024-03-31 1,351 $366,000 0
   EVOKE WEALTH LLC 299 - 2024-03-31 1,341 $363,000 0
   Citizens National Bank Trust Department 141 - 2024-03-31 1,340 $363,000 0
   BROWN BROTHERS HARRIMAN & CO 414 - 2024-03-31 1,330 $360,000 0
   Oder Investment Management LLC 76 - 2024-03-31 1,330 $360,000 0
  100 Records found
  1    
  Page 1 of 1
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