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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
   FIERA SCEPTRE INC. 487 *Closed 2024-03-31 0 $0 -88,715
   BOURGEON CAPITAL MANAGEMENT LLC 121 *Closed 2024-03-31 0 $0 -274
   Knott David M Jr 108 *Closed 2024-03-31 0 $0 -118
   OBERWEIS ASSET MANAGEMENT INC/ 196 *Closed 2024-03-31 0 $0 -1,225
   Idaho Trust Bank 97 *Closed 2024-03-31 0 $0 -16,406
   BALYASNY ASSET MANAGEMENT LLC 1979 *Closed 2024-03-31 0 $0 -6,646
   V Wealth ManagementLLC 135 *Closed 2023-09-30 0 $0 -2,236
   One Wealth Advisors LLC 256 *Closed 2024-03-31 0 $0 -1,302
   SageView Advisory Group LLC 563 *Closed 2024-03-31 0 $0 -1,401
   Lehman & Derafelo Financial Resources LLC 139 *Closed 2022-12-31 0 $0 -251
   Premier Path Wealth Partners LLC 344 *Closed 2024-03-31 0 $0 -2,751
   GANNETT WELSH & KOTLER 924 *Closed 2024-03-31 0 $0 -8,188
   PHOCAS FINANCIAL CORP 161 *Closed 2023-12-31 0 $0 -2,115
   Annapolis Financial Services LLC 373 *Closed 2024-03-31 0 $0 -25
   New Legacy Group LLC 29 *Closed 2023-09-30 0 $0 -862
   BIP Wealth LLC 216 *Closed 2024-03-31 0 $0 -1,087
   Symmetry Investments LP 172 *Closed 2024-03-31 0 $0 -3,900
   Stratos Wealth Advisors LLC 707 *Closed 2024-03-31 0 $0 -1,693
   PARALLAX VOLATILITY ADVISERS, LLC 586 *Closed 2024-03-31 0 $0 -1
   SMITH, SALLEY & ASSOCIATES 238 *Closed 2024-03-31 0 $0 -1,104
   Smith Group Asset Management LLC 181 *Closed 2024-03-31 0 $0 -1,450
   GRANAHAN INVESTMENT MANAGEMENT INC/MA 196 *Closed 2024-03-31 0 $0 -1,803
   ALGER FRED MANAGEMENT INC 482 *Closed 2024-03-31 0 $0 -18,084
   Pineridge Advisors LLC 675 *Closed 2024-03-31 0 $0 -44
   WoodTrust Financial Corp 159 *Closed 2024-03-31 0 $0 -78,416
   Raleigh Capital Management Inc. 947 *Closed 2024-03-31 0 $0 -22
   First Light Asset Management LLC 67 *Closed 2024-03-31 0 $0 -5,929
   TCTC HOLDINGS, LLC 545 *Closed 2024-03-31 0 $0 -17
   WAGONHOUND INVESTMENTS LP 174 *Closed 2024-03-31 0 $0 -10,169
   Bridge City Capital LLC 111 *Closed 2024-03-31 0 $0 -835
   KINGSWOOD WEALTH ADVISORS LLC 647 *Closed 2024-03-31 0 $0 -882
   Scarborough Advisors LLC 561 *Closed 2024-03-31 0 $0 -8
   CarsonAllaria Wealth Management Ltd. 403 *Closed 2024-03-31 0 $0 -26
   Arete Wealth Advisors LLC 588 *Closed 2024-03-31 0 $0 -1,254
   MITCHELL SINKLER & STARR/PA 199 *Closed 2024-03-31 0 $0 -1,716
   Planned Solutions Inc. 409 *Closed 2024-03-31 0 $0 -4
   VERITABLE LP 311 *Closed 2023-09-30 0 $0 -87,564
   CREDIT SUISSE/ 2948 *Closed 2024-03-31 0 $0 -876
   Eagle Strategies LLC 303 *Closed 2024-03-31 0 $0 -6,056
   Ambassador Advisors LLC 277 *Closed 2024-03-31 0 $0 -32
   COREPATH WEALTH PARTNERS LLC 32 *Closed 2024-03-31 0 $0 -1,039
   OPPENHEIMER ASSET MANAGEMENT INC 1124 *Closed 2024-03-31 0 $0 -6,453
   CYPRESS CAPITAL GROUP 310 *Closed 2024-03-31 0 $0 -2,745
   KETTLE HILL CAPITAL MANAGEMENT LLC 40 *Closed 2024-03-31 0 $0 -43,102
   WASATCH ADVISORS INC 265 *Closed 2024-03-31 0 $0 -2,244
   Winthrop Capital Management LLC 264 *Closed 2024-03-31 0 $0 -255
   Pingora Partners LLC 257 *Closed 2024-03-31 0 $0 -2
   Kovack Advisors Inc. 516 *Closed 2024-03-31 0 $0 -871
   TWO SIGMA ADVISERS, LLC 2617 *Closed 2024-03-31 0 $0 -12,800
   Ground Swell Capital LLC 96 *Closed 2024-03-31 0 $0 -3,521
   DF DENT & CO INC 271 *Closed 2024-03-31 0 $0 -2,442
   Apexium Financial LP 270 *Closed 2024-03-31 0 $0 -1,103
   EAGLE ASSET MANAGEMENT INC 577 *Closed 2024-03-31 0 $0 -16,411
   American Trust 308 *Closed 2023-12-31 0 $0 -970
   Cape Investment Advisory Inc. 1114 *Closed 2023-12-31 0 $0 -92
   LEUCADIA NATIONAL CORP -- Notable Guru -- 1157 *Closed 2024-03-31 0 $0 -5,484
   Community Bank N.A. 426 *Closed 2024-03-31 0 $0 -141
   PACIFIC CAPITAL WEALTH ADVISORS INC 522 *Closed 2024-03-31 0 $0 -33
   SYSTM Wealth Solutions LLC 1071 *Closed 2024-03-31 0 $0 -43
   Brown Shipley& Co Ltd 102 *Closed 2024-03-31 0 $0 -175
   First Command Advisory Services Inc. 615 *Closed 2024-03-31 0 $0 -12
   BW Gestao de Investimentos Ltda. 72 *Closed 2024-03-31 0 $0 -51,820
   Life Planning Partners Inc 168 *Closed 2024-03-31 0 $0 -30
   First County Bank /CT/ 169 *Closed 2024-03-31 0 $0 -1,170
   Lee Financial CORP 708 *Closed 2024-03-31 0 $0 -270
   ZEKE CAPITAL ADVISORS, LLC 541 *Closed 2022-12-31 0 $0 -19,725
   WESTFIELD CAPITAL MANAGEMENT CO LLC 251 *Closed 2024-03-31 0 $0 -1,445
   RK CAPITAL MANAGEMENT LLC 53 *Closed 2024-03-31 0 $0 -13,900
   Leisure Capital Management 138 *Closed 2024-03-31 0 $0 -1,881
   HEAD & ASSOCIATES LLC 707 *Closed 2023-12-31 0 $0 -7
   SURIENCE PRIVATE WEALTH LLC 36 *Closed 2024-03-31 0 $0 -22,805
   ORG Partners LLC 979 *Closed 2024-03-31 0 $0 -2,195
   CoreCap Advisors LLC 636 *Closed 2023-12-31 0 $0 -3,076
   Twin Tree Management LP 493 *Closed 2024-03-31 0 $0 -95,114
   NEUBERGER BERMAN GROUP LLC 1911 *Closed 2024-03-31 0 $0 -9,884
   MA GREENWOOD & ASSOCIATES INC 251 *Closed 2024-03-31 0 $0 -520
   WEST BANCORPORATION INC 110 *Closed 2024-03-31 0 $0 -821
   Hardy Reed LLC 132 *Closed 2024-03-31 0 $0 -2,256
   WOLVERINE TRADING LLC 1614 *Closed 2024-03-31 0 $0 -1,466
   Bremer Bank National Association 204 *Closed 2024-03-31 0 $0 -1,874
   BOCHK Asset Management Ltd 84 *Closed 2024-03-31 0 $0 -800
   OAK RIDGE INVESTMENTS LLC 155 *Closed 2024-03-31 0 $0 -16,035
   Rockbridge Investment Management LCC 721 *Closed 2024-03-31 0 $0 -674
   REDWOOD INVESTMENTS LLC 126 *Closed 2024-03-31 0 $0 -9,175
   GTS SECURITIES LLC 1715 *Closed 2024-03-31 0 $0 -1,914
   POM Investment Strategies LLC 261 *Closed 2024-03-31 0 $0 -9
  86 Records found
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