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Get Institutions for : 
iShares Russell 2000 Growth (IWO)  
$265.15 0.28 (0.11%) as of 4:30 Fri 5/17


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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  : 
39.74 (17.63%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 250 - 2024-03-31 3,346,144 $906,136,000 6,432
   BANK OF AMERICA CORP /DE/ 229 - 2024-03-31 3,203,628 $867,543,000 -58,432
   BABSON CAPITAL MANAGEMENT LLC 3 - 2024-03-31 1,471,650 $398,523,000 -33,600
   TIAA TRUST NATIONAL ASSOCIATION 25 - 2024-03-31 1,397,796 $378,988,000 54,235
   TIAA FSB 22 - 2023-06-30 1,373,161 $333,211,000 -143,334
   ENVESTNET ASSET MANAGEMENT INC 185 - 2024-03-31 1,058,321 $286,593,000 -49,926
   WELLS FARGO & CO/MN 254 - 2024-03-31 913,773 $247,450,000 -62,784
   Cassaday & Co Wealth Management LLC 3 - 2024-03-31 840,206 $227,528,000 17,768
   GOLDMAN SACHS GROUP INC/ 402 - 2024-03-31 797,891 $216,069,000 83,319
   COMMONWEALTH EQUITY SERVICES LLC. 61 - 2024-03-31 701,793 $190,046,000 4,730
   PNC FINANCIAL SERVICES GROUP INC 120 - 2024-03-31 674,325 $182,607,000 -5,558
   COHEN KLINGENSTEIN, LLC 2 - 2024-03-31 555,790 $150,508,000 -11,184
   UBS Group AG 376 - 2024-03-31 514,419 $139,305,000 -29,469
   ALLIANCEBERNSTEIN L.P. 339 - 2024-03-31 469,352 $127,101,000 5,917
   US BANCORP 108 - 2024-03-31 464,550 $125,800,000 11,839
   DAVIDSON D A & CO 11 - 2024-03-31 457,366 $123,855,000 5,318
   NORTHERN TRUST CORP 564 - 2024-03-31 446,780 $120,988,000 9,525
   LPL FINANCIAL CORP 271 - 2024-03-31 434,650 $117,703,000 71,701
   M&T BANK CORP 55 - 2024-03-31 433,123 $117,290,000 -11,987
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 539 - 2024-03-31 426,218 $115,420,000 86,054
   J P MORGAN CHASE & CO 831 - 2024-03-31 402,505 $108,998,000 -2,527
   FMR LLC 1022 - 2024-03-31 395,523 $107,108,000 84,912
   AMERIVEST INVESTMENT MANAGEMENT LLC 19 - 2023-06-30 393,330 $95,446,000 -17,952
   ROYAL BANK OF CANADA 520 - 2024-03-31 332,885 $90,145,000 -61,903
   FINANCIAL ENGINES ADVISORS L.L.C. 42 - 2024-03-31 313,963 $85,021,000 -10,134
   RAYMOND JAMES & ASSOCIATES 290 - 2024-03-31 311,272 $84,292,000 79,362
   COMMERCE BANK N A/MO 52 - 2024-03-31 279,560 $75,705,000 -1,040
   BANK OF NEW YORK MELLON CORP 892 - 2024-03-31 237,795 $64,395,000 -32,489
   SEI INVESTMENTS CO 269 - 2024-03-31 202,148 $54,738,000 -12,012
   Badgley Phelps Wealth Managers LLC 17 - 2024-03-31 201,080 $54,452,000 5,483
   CREATIVE PLANNING 132 - 2024-03-31 181,395 $49,122,000 -2,322
   Cresset Asset Management LLC 60 - 2024-03-31 179,271 $48,547,000 10,606
   BROWN ADVISORY HOLDINGS INC 212 - 2024-03-31 179,259 $48,543,000 -61,334
   BB&T CORP 240 - 2024-03-31 178,493 $48,336,000 23,686
   Alaska Permanent Fund Corp 21 - 2024-03-31 176,576 $47,817,000 -336,113
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 170 - 2024-03-31 174,775 $47,329,000 14,755
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 215 - 2024-03-31 156,890 $42,490,000 -13,166
   KEYBANK NATIONAL ASSOCIATION/OH 117 - 2024-03-31 155,502 $42,110,000 -749
   FINANCIAL NETWORK 98 - 2024-03-31 151,276 $40,966,000 -5,793
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 297 - 2024-03-31 151,034 $40,900,000 6,004
   BNP PARIBAS ARBITRAGE SA 368 - 2024-03-31 148,439 $40,197,000 15,337
   CI Private Wealth LLC 262 - 2024-03-31 148,176 $40,119,000 -2,912
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 195 - 2023-09-30 166,485 $37,318,000 -5,625
   Orion Portfolio Solutions LLC 42 - 2024-03-31 133,046 $36,029,000 37
   SILVERCREST ASSET MANAGEMENT GROUP LLC 137 - 2024-03-31 132,736 $35,945,000 -1,424
   Shepherd Financial Partners LLC 6 - 2024-03-31 130,364 $35,305,000 12,593
   PACIFIC LIFE FUND ADVISORS LLC 11 - 2024-03-31 123,932 $33,561,000 -9,206
   AMERIPRISE FINANCIAL INC 1041 - 2024-03-31 113,038 $30,611,000 4,970
   RSM US WEALTH MANAGEMENT LLC 34 - 2024-03-31 107,181 $29,023,000 2,530
   CLS INVESTMENT FIRM LLC 26 - 2022-12-31 135,089 $28,979,000 -37
   CITIGROUP INC 506 - 2024-03-31 106,289 $28,783,000 -1,197
   STEPHENS INC /AR/ 47 - 2024-03-31 105,793 $28,649,000 4,921
   Proficio Capital Partners LLC 7 *New 2024-03-31 105,851 $28,602,000 105,851
   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
   HIGHTOWER ADVISORS, LLC 397 - 2024-03-31 101,602 $27,513,000 12,953
   Advisor Group Holdings Inc. 316 - 2024-03-31 100,688 $27,276,000 -32,735
   MCCORMACK ADVISORS INTERNATIONAL 77 - 2024-03-31 98,703 $26,729,000 4,434
   Pathstone Holdings LLC 123 - 2024-03-31 92,568 $25,068,000 -758
   PRUDENTIAL FINANCIAL INC 391 - 2024-03-31 90,597 $24,534,000 37,147
   AE Wealth Management LLC 89 - 2024-03-31 88,781 $24,042,000 14,668
   Waldron LP 20 - 2024-03-31 85,808 $23,237,000 -9,933
   SRS Capital Advisors Inc. 15 - 2024-03-31 81,830 $22,160,000 -2,296
   BANK OF MONTREAL /CAN/ 648 - 2024-03-31 80,369 $21,808,000 2,714
   Baird Financial Group Inc. 313 - 2024-03-31 78,813 $21,343,000 -3,422
   MONETA GROUP INVESTMENT ADVISORS INC 47 - 2023-12-31 84,474 $21,306,000 -515
   WEISS CAPITAL LLC 25 - 2024-03-31 78,653 $21,299,000 -11,463
   STIFEL FINANCIAL CORP 536 - 2024-03-31 76,771 $20,797,000 -9,421
   PATHSTONE FAMILY OFFICE, LLC 92 - 2023-09-30 391,767 $20,742,000 385,180
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 173 - 2024-03-31 75,097 $20,336,000 0
   COMERICA BANK 231 - 2024-03-31 70,759 $19,162,000 -4,451
   VAUGHAN AND COMPANY SECURITIES INC. 1 - 2024-03-31 70,253 $19,025,000 -153
   WELLINGTON MANAGEMENT CO LLP 954 - 2024-03-31 69,818 $18,907,000 -77,860
   CAPTRUST FINANCIAL ADVISORS 234 - 2024-03-31 68,472 $18,542,000 -23,198
   Crestone Asset Management LLC 11 - 2024-03-31 67,326 $18,232,000 1,386
   Covenant Partners LLC 6 - 2024-03-31 65,099 $17,629,000 -3,502
   HPM Partners LLC 319 - 2024-03-31 64,903 $17,576,000 9,829
   TIMESSQUARE CAPITAL MANAGEMENT LLC 129 - 2024-03-31 64,500 $17,467,000 -29,280
   MARINER WEALTH ADVISORS, LLC 353 - 2024-03-31 63,712 $17,253,000 300
   COLONY GROUP, LLC 163 - 2024-03-31 63,267 $17,133,000 59,320
   BLACKROCK INC. 2982 - 2024-03-31 63,216 $17,119,000 -8,105
   Rockefeller Capital Management L.P. 369 - 2024-03-31 62,532 $16,934,000 -36,269
   Cetera Investment Advisers 115 - 2024-03-31 62,097 $16,816,000 -26,684
   MML INVESTORS SERVICES LLC 290 - 2024-03-31 61,673 $16,701,000 -1,441
   Kestra Advisory Services LLC 181 - 2024-03-31 61,480 $16,649,000 424
   GELLER FAMILY OFFICE SERVICES LLC 10 - 2024-03-31 58,924 $15,957,000 74
   MULTIFINANCIAL SECURITIES CORP 155 - 2024-03-31 58,888 $15,947,000 6,548
   HRT FINANCIAL LLC 101 - 2024-03-31 56,839 $15,392,000 4,065
   AMG NATIONAL TRUST BANK 40 - 2024-03-31 56,552 $15,314,000 899
   FIFTH THIRD BANCORP 205 - 2024-03-31 54,793 $14,838,000 -1,485
   Fortis Group Advisors LLC 7 - 2024-03-31 51,994 $14,080,000 51,914
   Flaharty Asset Management LLC 22 - 2024-03-31 51,643 $13,985,000 -9,023
   WADE G W & INC 61 - 2023-12-31 54,894 $13,845,000 1,560
   CHURCHILL MANAGEMENT GROUP /CA/ 48 *New 2024-03-31 48,658 $13,176,000 48,658
   FTB Advisors Inc. 86 - 2024-03-31 48,284 $13,075,000 -4,911
   DUFF & PHELPS INVESTMENT MANAGEMENT CO 115 - 2024-03-31 46,870 $12,692,000 0
   SYNOVUS FINANCIAL CORP 90 - 2024-03-31 46,325 $12,548,000 -908
   RTD Financial Advisors Inc. 16 - 2024-03-31 46,200 $12,511,000 -447
   LMG Wealth Partners LLC 5 - 2024-03-31 45,001 $12,186,000 -65
  100 Records found
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