Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
ishares trust Russell 1000 (IWB)  
$279.45 2.65 (0.96%) as of 4:30 Fri 4/26


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 1139    34
Total shares held : 
 98,302,774  
% of shares held : 
 73.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   59  
Amount of shares held : 
 1,710,314  
% of shares held change : 
   1.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $234.91  
Last Quarter's Ending Price : 
 $262.26  
Last Quarter's Average Price : 
 $244.85  
Change from last quarter's     
avg. price to the last closing  : 
34.60 (14.13%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
73
 1,073,418
 1.09%
 
Increased Positions :
387
 4,789,166
 4.87%
 
Unchanged Positions :
317
 4,152,916
 4.22%
 
Decreased Positions :
362
-3,297,019
-3.35%
 
Closed Positions :
39
-855,251
-0.87%
 
Guru Positions :
1
1,317
 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
   Geisinger Health 3 - 2023-12-31 155,387 $40,751,795,000 655
   FMR LLC 73 - 2023-12-31 10,442,803 $2,738,729,000 24,058
   JONES FINANCIAL COMPANIES LLLP 10 - 2023-12-31 8,379,815 $2,197,690,000 227,252
   ENVESTNET ASSET MANAGEMENT INC 36 - 2023-12-31 4,512,821 $1,183,533,000 146,971
   BLACKROCK INC. 551 - 2023-12-31 4,014,590 $1,052,866,000 -634,542
   BANK OF AMERICA CORP /DE/ 195 - 2023-12-31 3,765,132 $987,444,000 299,476
   M&T BANK CORP 4 - 2023-12-31 2,954,718 $774,904,000 31,595
   NORTHERN TRUST CORP 144 - 2023-12-31 2,741,486 $718,982,000 -69,686
   PNC FINANCIAL SERVICES GROUP INC 37 - 2023-12-31 2,555,493 $670,203,000 -47,652
   MORGAN STANLEY 320 - 2023-12-31 2,362,212 $619,515,000 -11,417
   LPL FINANCIAL CORP 54 - 2023-12-31 2,256,206 $591,713,000 6,285
   GOLDMAN SACHS GROUP INC/ 163 - 2023-12-31 2,045,158 $536,363,000 -11,004
   J P MORGAN CHASE & CO 350 - 2023-12-31 1,745,399 $457,749,000 1,218,209
   CATALYST CAPITAL ADVISORS LLC 1 - 2024-03-31 1,547,720 $445,790,000 0
   Millburn Ridgefield Corp 1 - 2024-03-31 1,547,720 $445,790,000 0
   WELLS FARGO & CO/MN 190 - 2023-12-31 1,427,248 $374,310,000 30,635
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 34 - 2023-12-31 1,297,050 $340,165,000 12,363
   JOHNSON INVESTMENT COUNSEL INC 4 - 2023-12-31 1,225,799 $321,478,000 25,434
   Pathstone Holdings LLC 9 - 2023-12-31 1,158,930 $303,994,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1 - 2023-12-31 1,133,784 $297,346,000 -92,602
   DAIDO LIFE INSURANCE CO 1 - 2023-12-31 1,130,398 $296,458,000 0
   PATHSTONE FAMILY OFFICE, LLC 8 - 2023-09-30 1,170,028 $274,904,000 1,119,893
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 25 - 2023-09-30 1,094,237 $257,047,000 -125,943
   UBS Group AG 204 - 2023-12-31 951,247 $249,474,000 -117,302
   NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTUR 8 - 2024-03-31 791,000 $227,832,000 0
   LEGACY WEALTH MANAGEMENT, INC 2 - 2024-03-31 788,792 $227,196,000 -8,529
   CHURCHILL MANAGEMENT GROUP /CA/ 13 - 2024-03-31 751,356 $216,413,000 -12,667
   CAPTRUST FINANCIAL ADVISORS 23 - 2023-12-31 823,499 $215,971,000 1,780
   MERCER GLOBAL ADVISORS INC /ADV 35 - 2023-12-31 817,438 $214,381,000 -15,533
   RHUMBLINE ADVISERS 90 - 2023-12-31 745,124 $195,416,000 407,812
   ROYAL BANK OF CANADA 320 - 2023-12-31 723,271 $189,686,000 173,209
   COMERICA BANK 11 - 2023-12-31 718,571 $188,453,000 1,500
   Capstone Financial Advisors Inc. 2 - 2023-12-31 706,941 $185,402,000 -19,267
   HPM Partners LLC - 2023-12-31 705,160 $184,936,000 111,197
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 687,738 $180,366,000 -19,819
   TIAA FSB 37 - 2023-06-30 735,225 $179,204,000 -18,556
   CREATIVE PLANNING 49 - 2023-12-31 679,933 $178,319,000 33,645
   RED CEDAR INVESTMENT MANAGEMENT LLC 2 - 2024-03-31 582,727 $167,843,000 5,710
   COLONY GROUP, LLC 7 *New 2023-12-31 622,555 $163,271,000 622,555
   US BANCORP 88 - 2023-12-31 597,676 $156,747,000 -9,783
   Empower Advisory Group LLC 33 - 2023-12-31 568,592 $149,119,000 -12,791
   Advisor Group Holdings Inc. 83 - 2023-12-31 548,613 $144,020,000 -187,128
   HIGHTOWER ADVISORS, LLC 91 - 2023-12-31 531,793 $139,464,000 -102,023
   MARINER WEALTH ADVISORS, LLC 68 - 2023-12-31 509,260 $133,561,000 1,189
   HALBERT, HARGROVE/RUSSELL LLC 3 - 2024-03-31 458,391 $132,030,000 329
   AMERIPRISE FINANCIAL INC 430 - 2023-12-31 502,029 $131,624,000 -72,291
   Personal Capital Advisors Corp 28 - 2022-12-31 615,437 $129,562,000 -10,565
   COLONY GROUP LLC 8 - 2023-09-30 539,374 $126,704,000 -367
   BB&T CORP 107 - 2023-12-31 474,134 $124,347,000 67,861
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 113 - 2024-03-31 418,574 $120,562,000 68,888
   FIFTH THIRD BANCORP 58 - 2024-03-31 416,001 $119,821,000 -7,798
   Atlantic Trust Group LLC 102 - 2023-12-31 438,340 $114,959,000 70,783
   SCHRODER INVESTMENT MANAGEMENT GROUP 128 - 2023-12-31 429,419 $112,619,000 -194,222
   MPS Loria Financial Planners LLC 1 - 2024-03-31 386,122 $111,215,000 21,657
   Arbor Investment Advisors LLC 1 - 2024-03-31 356,500 $102,683,000 -1,755
   HSBC HOLDINGS PLC 226 - 2023-12-31 373,904 $98,060,000 -2,447
   STATE OF WISCONSIN INVESTMENT BOARD 60 - 2023-12-31 366,200 $96,040,000 -70,300
   WARREN AVERETT ASSET MANAGEMENT, LLC 6 - 2023-12-31 338,134 $88,679,000 -8,451
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 97 - 2024-03-31 302,066 $87,004,000 -6,882
   BANK OF MONTREAL /CAN/ 324 - 2023-12-31 290,429 $76,496,000 23,970
   Winthrop Advisory Group LLC 3 - 2024-03-31 254,787 $73,386,000 203,000
   AMG NATIONAL TRUST BANK 8 - 2023-12-31 261,137 $68,486,000 -742
   BALLENTINE FINN & COMPANY INC 12 - 2024-03-31 233,387 $67,223,000 1,165
   MILLENNIUM MANAGEMENT LLC 378 - 2023-12-31 250,584 $65,718,000 204,891
   Grubman Wealth Management 1 - 2024-03-31 225,853 $65,052,000 -2,013
   Baird Financial Group Inc. 164 - 2023-12-31 247,677 $64,956,000 -610
   MCKINLEY CARTER WEALTH SERVICES, INC. 5 - 2024-03-31 223,589 $64,400,000 2,887
   MILESTONE GROUP INC 5 - 2023-12-31 242,280 $63,540,000 -14,614
   Envestnet Portfolio Solutions Inc. 56 - 2023-12-31 241,098 $63,230,000 70,936
   JFS WEALTH ADVISORS, LLC 4 - 2023-12-31 231,883 $60,814,000 22,335
   WASHINGTON TRUST CO 13 - 2024-03-31 207,764 $59,842,000 -7,735
   TWO SIGMA INVESTMENTS LLC 179 - 2023-12-31 220,300 $57,776,000 189,700
   LAKE STREET ADVISORS GROUP LLC 6 - 2023-12-31 210,597 $55,231,000 -2,675
   Fountainhead AM LLC 1 - 2023-12-31 203,718 $53,427,000 12,667
   BANK OF NEW YORK MELLON CORP 996 - 2024-03-31 185,242 $53,355,000 -9,417
   COMMONWEALTH EQUITY SERVICES LLC. 209 - 2023-12-31 190,842 $50,050,000 7,432
   EPIQ Capital Group LLC 1 - 2023-12-31 186,381 $48,880,000 6,664
   RAYMOND JAMES & ASSOCIATES 420 - 2024-03-31 167,770 $48,323,000 -53,072
   BRIGHTON JONES LLC 5 - 2023-12-31 182,412 $47,839,000 2,748
   STIFEL FINANCIAL CORP 298 - 2023-12-31 176,420 $46,269,000 32,963
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 105 - 2024-03-31 159,817 $46,032,000 24,143
   Column Capital Advisors LLC 4 - 2023-09-30 194,427 $45,673,000 -4,172
   TELEMUS CAPITAL LLC 3 - 2023-12-31 170,275 $44,656,000 -4,726
   CI Private Wealth LLC 238 - 2023-12-31 165,944 $43,521,000 3,766
   HBC Financial Services PLLC 2 - 2023-12-31 164,802 $43,221,000 -6,565
   MML INVESTORS SERVICES LLC 112 - 2023-12-31 163,215 $42,805,000 900
   BROWN ADVISORY HOLDINGS INC 240 - 2024-03-31 145,758 $41,983,000 -143
   RSM US WEALTH MANAGEMENT LLC 21 - 2023-12-31 152,764 $40,064,000 -3,389
   Equitable Holdings Inc. 50 - 2023-12-31 151,256 $39,668,000 -15,962
   Single Point Partners LLC 3 - 2024-03-31 133,748 $38,523,000 -271
   Jordan Park Group LLC 9 - 2023-12-31 145,992 $38,288,000 -4,715
   BLUE CREEK INVESTMENT PARTNERS LLC 3 - 2024-03-31 130,820 $37,680,000 1,965
   Conservest Capital Advisors Inc. 8 - 2023-12-31 142,940 $37,487,000 -2,030
   ETF Portfolio Partners Inc. 2 - 2023-12-31 140,693 $36,898,000 -725
   St. Louis Trust Co 6 - 2023-12-31 138,818 $36,406,000 225
   Brewster Financial Planning LLC 1 - 2024-03-31 125,692 $36,203,000 -3,149
   WADE G W & INC 24 - 2023-12-31 132,474 $34,743,000 36,663
   DT INVESTMENT PARTNERS, LLC 6 - 2023-12-31 127,031 $34,325,000 2,282
   American Financial Advisors LLC 5 - 2024-03-31 118,436 $34,113,000 1,145
   US FINANCIAL ADVISORS LLC 1 - 2023-12-31 129,659 $34,004,000 3,826
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us