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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
   LPL FINANCIAL CORP 17 - 2024-03-31 14,064,998 $1,648,558,000 -158,602
   JONES FINANCIAL COMPANIES LLLP 21 - 2024-03-31 6,942,333 $813,711,000 -239,346
   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
   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
   RAYMOND JAMES & ASSOCIATES 316 - 2024-03-31 630,549 $73,907,000 -148,463
   BENJAMIN F. EDWARDS & COMPANY INC. 8 - 2024-03-31 596,250 $69,887,000 -2,660
   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
   DOLIVER CAPITAL ADVISORS INC 2 - 2024-03-31 289,201 $33,897,000 -47,873
   SANDY SPRING BANK 12 - 2024-03-31 276,530 $32,412,000 -10,748
   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
   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
   FINANCIAL NETWORK 151 - 2024-03-31 229,193 $26,864,000 -40,455
   Strategies Wealth Advisors LLC 10 - 2024-03-31 221,741 $25,990,000 -13,238
   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
   Mascoma Wealth Management LLC 5 - 2024-03-31 182,538 $21,395,000 -11,187
   ERTS Wealth Advisors LLC 9 - 2024-03-31 170,864 $20,027,000 -12,964
   SAVANT CAPITAL MANAGEMENT INC 80 - 2024-03-31 156,568 $18,351,000 -14,140
   Adviser Investments LLC 74 - 2024-03-31 139,370 $16,336,000 -9,010
   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
   Amplius Wealth Advisors LLC 17 - 2024-03-31 125,588 $14,720,000 -8,120
   STIFEL FINANCIAL CORP 670 - 2024-03-31 121,396 $14,230,000 -22,019
   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
   Canvas Wealth Advisors LLC 6 - 2024-03-31 112,263 $12,685,000 -10,292
   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
   IRONWOOD WEALTH MANAGEMENT INC. 9 - 2024-03-31 97,531 $11,484,000 -913
   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
   Global Strategic Investment Solutions LLC 24 - 2024-03-31 83,080 $9,738,000 -298
   Brio Consultants LLC 16 - 2024-03-31 82,718 $9,695,000 -3,720
   KESTRA PRIVATE WEALTH SERVICES LLC 113 - 2024-03-31 81,981 $9,609,000 -28,601
   M&T BANK CORP 317 - 2024-03-31 78,840 $9,241,000 -35,054
   Cosner Financial Group LLC 8 - 2024-03-31 68,967 $8,084,000 -153
   Perigon Wealth Management LLC 95 - 2024-03-31 66,627 $7,809,000 -3,836
   MONTICELLO WEALTH MANAGEMENT LLC 30 - 2024-03-31 65,683 $7,699,000 -3,013
   IHT Wealth Management LLC 65 - 2024-03-31 65,022 $7,621,000 -1,841
   COMERICA BANK 530 - 2024-03-31 63,106 $7,397,000 -15,425
   WESTWOOD HOLDINGS GROUP INC 240 - 2024-03-31 52,539 $6,158,000 -339
   Spectrum Wealth Advisory Group LLC 4 - 2024-03-31 51,904 $6,084,000 -117
   Phoenix Wealth Advisors 4 - 2024-03-31 51,858 $6,078,000 -11,666
   THOROUGHBRED FINANCIAL SERVICES LLC 38 - 2024-03-31 50,639 $5,935,000 -24,427
   Global Retirement Partners LLC 105 - 2024-03-31 49,565 $5,810,000 -1,727
   MARINER WEALTH ADVISORS, LLC 671 - 2024-03-31 49,344 $5,784,000 -4,727
   COLDSTREAM CAPITAL MANAGEMENT INC 99 - 2024-03-31 47,678 $5,588,000 -1,029
   Lido Advisors LLC 264 - 2024-03-31 41,654 $4,882,000 -192
   VALMARK ADVISERS INC 94 - 2024-03-31 41,514 $4,866,000 -924
   FIRST HEARTLAND CONSULTANTS INC 58 - 2024-03-31 39,629 $4,645,000 -32
   US BANCORP 612 - 2024-03-31 37,709 $4,420,000 -1,863
   Windward Private Wealth Management Inc. 11 - 2024-03-31 37,084 $4,347,000 -2,237
   TWO SIGMA INVESTMENTS LLC 1003 - 2024-03-31 34,600 $4,055,000 -20,200
   Stonebridge Financial Planning Group LLC 8 - 2024-03-31 33,535 $3,931,000 -1,520
   MidWestOne Financial Group Inc. 25 - 2024-03-31 33,165 $3,887,000 -15,635
   Monument Capital Management 24 - 2024-03-31 32,414 $3,799,000 -137,737
   Atria Wealth Solutions Inc. 425 - 2024-03-31 31,052 $3,640,000 -461
   Neumann Capital Management LLC 22 - 2024-03-31 29,700 $3,481,000 -1,106
   Capital Investment Advisory Services LLC 62 - 2024-03-31 29,550 $3,464,000 -6,120
   TIAA TRUST NATIONAL ASSOCIATION 235 - 2024-03-31 29,514 $3,459,000 -143
   Western Wealth Management LLC 76 - 2024-03-31 28,674 $3,361,000 -1,875
   Wealthcare Advisory Partners LLC 159 - 2024-03-31 28,452 $3,335,000 -576
   PARSEC FINANCIAL MANAGEMENT, INC. 110 - 2023-03-31 37,316 $3,313,000 -947
   Signal Advisors Wealth LLC 36 - 2024-03-31 27,283 $3,198,000 -1,003
   PRIVATE TRUST CO NA 55 - 2024-03-31 27,203 $3,189,000 -2,000
   BAILARD BIEHL & KAISER INC 186 - 2024-03-31 26,293 $3,082,000 -14,907
   JMG FINANCIAL GROUP, LTD. 42 - 2024-03-31 26,181 $3,069,000 -3,175
   HB Wealth Management LLC 199 - 2024-03-31 24,562 $2,879,000 -18
   TIAA FSB 236 - 2023-06-30 29,260 $2,857,000 -2,023
   Emerald Investment Partners LLC 64 - 2024-03-31 23,318 $2,733,000 -7,388
   PLANNING DIRECTIONS INC 11 - 2024-03-31 23,292 $2,730,000 -488
   ESSEX FINANCIAL SERVICES INC 90 - 2024-03-31 22,687 $2,659,000 -342
   MERCER GLOBAL ADVISORS INC /ADV 668 - 2024-03-31 21,101 $2,473,000 -2,689
   FINANCIAL COUNSELORS INC 250 - 2024-03-31 20,565 $2,410,000 -38
   Good Life Advisors LLC 89 - 2024-03-31 20,041 $2,349,000 -2,740
   TriaGen Wealth Management LLC 29 - 2024-03-31 18,894 $2,215,000 -488
   Cornell Pochily Investment Advisors Inc. 29 - 2024-03-31 18,819 $2,206,000 -605
   RIVERBRIDGE PARTNERS LLC 100 - 2024-03-31 18,399 $2,157,000 -9,971
   ICA Group Wealth Management LLC 45 - 2024-03-31 18,214 $2,135,000 -1,427
   Sovereign Financial Group Inc. 33 - 2024-03-31 17,133 $2,008,000 -18
   Truadvice LLC 37 - 2023-09-30 17,838 $1,742,000 -865
   GREAT VALLEY ADVISOR GROUP INC. 295 - 2024-03-31 14,493 $1,699,000 -1,958
   PFG Advisors 196 - 2024-03-31 14,435 $1,692,000 -415
   Family Firm Inc. 51 - 2024-03-31 14,389 $1,687,000 -37
   White Lighthouse Investment Management Inc. 47 - 2024-03-31 14,009 $1,642,000 -235
   Sterling Investment Counsel LLC 26 - 2024-03-31 13,744 $1,611,000 -423
   BECKER CAPITAL MANAGEMENT INC 142 - 2024-03-31 12,969 $1,520,000 -540
  100 Records found
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