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Get Institutions for : 
ishares trust Russell 1000 (IWB)  
$279.45 2.65 (0.96%) as of 4:30 Fri 4/26


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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
   COLONY GROUP, LLC 7 *New 2023-12-31 622,555 $163,271,000 622,555
   DARLINGTON PARTNERS CAPITAL MANAGEMENT LP 13 *New 2023-12-31 64,638 $16,952,000 64,638
   Financial Services Advisory Inc 7 *New 2023-12-31 55,820 $14,639,000 55,820
   Simplicity WealthLLC 58 *New 2024-03-31 46,903 $13,510,000 46,903
   SMITH CHAS P & ASSOCIATES PA CPAS 35 *New 2024-03-31 30,342 $8,739,000 30,342
   Cornerstone Wealth Group LLC 34 *New 2024-03-31 29,911 $8,615,000 29,911
   Humankind Investments LLC 10 *New 2023-12-31 25,070 $6,575,000 25,070
   CFO4Life L.P. 19 *New 2022-12-31 29,128 $6,132,000 29,128
   Waterloo Capital L.P. 35 *New 2023-12-31 17,047 $4,471,000 17,047
   HARVEST GROUP WEALTH MANAGEMENT LLC 16 *New 2023-03-31 18,921 $4,262,000 18,921
   Snowden Capital Advisors LLC 227 *New 2023-12-31 10,305 $2,703,000 10,305
   AQR CAPITAL MANAGEMENT LLC 1360 *New 2023-12-31 7,417 $1,945,000 7,417
   Everhart Financial Group Inc. 34 *New 2023-12-31 7,234 $1,897,000 7,234
   WEISS CAPITAL LLC 74 *New 2023-12-31 6,480 $1,699,000 6,480
   Schonfeld Strategic Advisors LLC 797 *New 2023-12-31 6,370 $1,671,000 6,370
   Financial Advocates Investment Management 201 *New 2023-12-31 50,707 $1,637,000 50,707
   FDX ADVISORS, INC. 178 *New 2023-12-31 5,718 $1,500,000 5,718
   FIRST FINANCIAL CORP /IN/ 30 *New 2024-03-31 4,597 $1,324,000 4,597
   Certified Advisory Corp 114 *New 2023-12-31 4,837 $1,268,000 4,837
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV *New 2023-12-31 4,780 $1,254,000 4,780
   BANCORPSOUTH BANK 141 *New 2023-12-31 4,581 $1,201,000 4,581
   D E SHAW & CO INC 1914 *New 2023-12-31 3,853 $1,010,000 3,853
   Cornerstone Retirement Group Inc. 9 *New 2023-09-30 4,290 $1,008,000 4,290
   MILLER INVESTMENT MANAGEMENT LP 62 *New 2023-12-31 3,779 $991,000 3,779
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 252 *New 2024-03-31 3,404 $981,000 3,404
   Fermata Advisors LLC 89 *New 2024-03-31 2,965 $854,000 2,965
   PINNACLE FINANCIAL PARTNERS INC *New 2023-12-31 3,189 $836,000 3,189
   THOROUGHBRED FINANCIAL SERVICES LLC 323 *New 2023-12-31 2,291 $600,000 2,291
   SMITH, SALLEY & ASSOCIATES *New 2023-12-31 2,214 $581,000 2,214
   Global Assets Advisory LLC 331 *New 2024-03-31 139,389 $485,000 139,389
   Resurgent Financial Advisors LLC 90 *New 2023-12-31 1,795 $471,000 1,795
   Golden State Equity Partners 220 *New 2023-12-31 1,544 $405,000 1,544
   Legacy Capital Wealth Partners LLC 191 *New 2023-12-31 1,403 $368,000 1,403
   GFG Capital LLC 95 *New 2023-12-31 1,370 $359,000 1,370
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 431 *New 2023-12-31 1,246 $328,000 1,246
   DANA INVESTMENT ADVISORS INC 370 *New 2023-12-31 1,221 $320,000 1,221
   Quadrant Private Wealth Management LLC 180 *New 2023-12-31 1,158 $304,000 1,158
   Revolve Wealth Partners LLC 138 *New 2024-03-31 977 $281,000 977
   TUDOR INVESTMENT CORP ET AL 1292 *New 2023-12-31 984 $258,000 984
   MELFA WEALTH MANAGEMENT LLC 141 *New 2024-03-31 800 $230,000 800
   Atomi Financial Group Inc. 500 *New 2023-12-31 868 $228,000 868
   JustInvest LLC 1336 *New 2023-12-31 863 $226,000 863
   HOWLAND CAPITAL MANAGEMENT INC *New 2023-12-31 859 $225,000 859
   AUREUS ASSET MANAGEMENT LLC 176 *New 2023-12-31 852 $224,000 852
   One Charles Private Wealth Services LLC 131 *New 2023-12-31 848 $222,000 848
   CHERRYDALE WEALTH MANAGEMENT LLC 55 *New 2024-03-31 754 $217,000 754
   Black Diamond Financial LLC 105 *New 2023-12-31 824 $216,000 824
   KLINGENSTEIN FIELDS & CO LLC 176 *New 2023-12-31 810 $212,000 810
   HUTCHINSON CAPITAL MANAGEMENT/CA 81 *New 2023-12-31 806 $211,000 806
   Venture Visionary Partners LLC 466 *New 2023-12-31 803 $211,000 803
   ARS Wealth Advisors Group LLC 149 *New 2023-12-31 803 $211,000 803
   Camden Capital LLC 308 *New 2023-12-31 801 $210,000 801
   Redhawk Wealth Advisors Inc. 276 *New 2023-12-31 800 $210,000 800
   Starfox Financial Services LLC 30 *New 2023-12-31 797 $209,000 797
   MATRIX ASSET ADVISORS INC/NY 97 *New 2024-03-31 721 $208,000 721
   BUILDER INVESTMENT GROUP INC /ADV *New 2023-12-31 793 $208,000 793
   LexAurum Advisors LLC 274 *New 2024-03-31 723 $208,000 723
   WEALTH EFFECTS LLC 194 *New 2024-03-31 723 $208,000 723
   Stone Point Wealth LLC *New 2023-12-31 788 $207,000 788
   Ahrens Investment Partners LLC 138 *New 2023-03-31 919 $207,000 919
   Fortis Capital Management LLC 127 *New 2023-12-31 788 $207,000 788
   Fifth Third Wealth Advisors LLC 237 *New 2024-03-31 717 $207,000 717
   Carmel Capital Partners LLC 150 *New 2024-03-31 717 $206,000 717
   360 Financial Inc. 76 *New 2023-12-31 777 $204,000 777
   FORTE CAPITAL LLC /ADV 224 *New 2023-12-31 771 $202,000 771
   BOSTON RESEARCH & MANAGEMENT INC 113 *New 2023-12-31 768 $201,000 768
   LifeSteps Financial Inc. 94 *New 2024-03-31 520 $150,000 520
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 208 *New 2024-03-31 410 $118,000 410
   SHEETS SMITH & ASSOCIATES INC 346 *New 2023-09-30 415 $97,000 415
   Center for Financial Planning Inc. 186 *New 2024-03-31 332 $96,000 332
   McIlrath & Eck LLC 176 *New 2023-12-31 345 $91,000 345
   Main Management LLC 91 *New 2023-12-31 208 $55,000 208
   JNBA FINANCIAL ADVISORS 285 *New 2024-03-31 174 $50,000 174
   FSA Wealth Management LLC 146 *New 2023-12-31 180 $47,000 180
   Mascoma Wealth Management LLC *New 2023-12-31 95 $25,000 95
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 186 *New 2022-12-31 81 $17,000 81
   BALLAST ADVISORS LLC 151 *New 2023-12-31 62 $16,000 62
   Dunhill Financial LLC 254 *New 2023-12-31 27 $7,000 27
   Castleview Partners LLC 563 *New 2023-12-31 22 $6,000 22
   Arlington Trust Co LLC 448 *New 2024-03-31 11 $3,000 11
   PORTFOLIO 21 INVESTMENTS 60 *New 2024-03-31 2 $1,000 2
   ARK Investment Management LLC 203 *New 2024-03-31 0 $0 0
  82 Records found
  1    
  Page 1 of 1
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