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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
   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
   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
   LPL FINANCIAL CORP 54 - 2023-12-31 2,256,206 $591,713,000 6,285
   J P MORGAN CHASE & CO 350 - 2023-12-31 1,745,399 $457,749,000 1,218,209
   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 FAMILY OFFICE, LLC 8 - 2023-09-30 1,170,028 $274,904,000 1,119,893
   CAPTRUST FINANCIAL ADVISORS 23 - 2023-12-31 823,499 $215,971,000 1,780
   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
   HPM Partners LLC - 2023-12-31 705,160 $184,936,000 111,197
   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
   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
   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
   Atlantic Trust Group LLC 102 - 2023-12-31 438,340 $114,959,000 70,783
   MPS Loria Financial Planners LLC 1 - 2024-03-31 386,122 $111,215,000 21,657
   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
   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
   MCKINLEY CARTER WEALTH SERVICES, INC. 5 - 2024-03-31 223,589 $64,400,000 2,887
   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
   TWO SIGMA INVESTMENTS LLC 179 - 2023-12-31 220,300 $57,776,000 189,700
   Fountainhead AM LLC 1 - 2023-12-31 203,718 $53,427,000 12,667
   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
   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
   CI Private Wealth LLC 238 - 2023-12-31 165,944 $43,521,000 3,766
   MML INVESTORS SERVICES LLC 112 - 2023-12-31 163,215 $42,805,000 900
   BLUE CREEK INVESTMENT PARTNERS LLC 3 - 2024-03-31 130,820 $37,680,000 1,965
   St. Louis Trust Co 6 - 2023-12-31 138,818 $36,406,000 225
   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
   COMMERCE BANK N A/MO 100 - 2023-12-31 123,870 $32,486,000 567
   Private Advisor Group LLC 89 - 2023-12-31 123,450 $32,376,000 6,788
   Schoolcraft Capital LLC 5 - 2024-03-31 111,585 $32,140,000 264
   MONTAG A & ASSOCIATES INC 10 - 2023-12-31 104,698 $27,458,000 2,614
   TWO SIGMA ADVISERS, LLC 271 - 2023-12-31 101,800 $26,698,000 82,900
   IEQ CAPITAL LLC 38 - 2023-12-31 101,789 $26,695,000 3,564
   CITADEL ADVISORS LLC 705 - 2023-12-31 99,775 $26,167,000 31,092
   Robertson Stephens Wealth Management LLC 13 - 2023-12-31 97,587 $25,593,000 61,437
   Rockefeller Capital Management L.P. 243 - 2023-12-31 96,002 $25,178,000 3,434
   Kestra Advisory Services LLC 100 - 2023-12-31 94,646 $24,822,000 9,676
   BTC Capital Management Inc. 8 - 2024-03-31 84,911 $24,457,000 6,873
   BUCKINGHAM ASSET MANAGEMENT, LLC 49 - 2023-12-31 91,713 $24,053,000 553
   TFO-TDC LLC 3 - 2023-12-31 90,468 $23,726,000 310
   ACT WEALTH MANAGEMENT LLC 4 - 2024-03-31 82,218 $23,681,000 749
   Legacy Advisors LLC 4 - 2023-12-31 87,697 $22,999,000 15,394
   Orion Portfolio Solutions LLC 79 - 2023-12-31 85,615 $22,394,000 39,380
   WC Walker & Associates Inc. 1 - 2022-12-31 100,376 $22,114,000 2,102
   JT Stratford LLC 2 - 2023-12-31 82,044 $21,517,000 4,656
   XML Financial LLC 8 - 2023-12-31 81,023 $21,249,000 1,912
   Sequoia Financial Advisors LLC - 2023-12-31 78,772 $20,659,000 12,191
   THRIVENT FINANCIAL FOR LUTHERANS 423 - 2023-12-31 77,260 $20,262,000 22,769
   LEGAL & GENERAL GROUP PLC 846 - 2023-12-31 76,478 $20,119,000 52,178
   LONDON CO OF VIRGINIA 100 - 2023-12-31 75,400 $19,774,000 68,816
   MODERA WEALTH MANAGEMENT, LLC 75 - 2023-12-31 67,252 $17,638,000 50,718
   Centerpoint Advisors LLC 3 - 2023-12-31 67,106 $17,599,000 274
   Copperwynd Financial LLC 4 - 2023-12-31 60,804 $15,946,000 3,073
   MCCORMACK ADVISORS INTERNATIONAL 96 - 2023-12-31 60,727 $15,926,000 1,287
   Wealthfront Advisers LLC 99 - 2024-03-31 55,257 $15,916,000 1,923
   Badgley Phelps Wealth Managers LLC 74 - 2023-12-31 59,986 $15,732,000 18,898
   MONETA GROUP INVESTMENT ADVISORS INC 56 - 2023-12-31 59,725 $15,664,000 13,030
   Integrated Wealth Concepts LLC 96 - 2023-12-31 57,668 $15,124,000 2,695
   Auxano Advisors LLC 5 - 2023-12-31 56,785 $14,892,000 18
   GLENMEDE TRUST CO NA 272 - 2023-12-31 56,298 $14,765,000 1,221
   CWM LLC 238 - 2024-03-31 50,609 $14,577,000 2,310
   Perigon Wealth Management LLC 44 - 2023-12-31 54,568 $14,311,000 2,349
   EVERCORE WEALTH MANAGEMENT, LLC 57 - 2023-12-31 53,017 $13,904,000 1,557
   TWIN FOCUS CAPITAL PARTNERS, LLC 7 - 2023-12-31 52,841 $13,858,000 7,400
   NEUBERGER BERMAN GROUP LLC 714 - 2023-12-31 51,132 $13,410,000 9,902
   RMB CAPITAL MANAGEMENT LLC 83 - 2023-12-31 46,602 $12,222,000 333
   ML & R WEALTH MANAGEMENT LLC 7 - 2023-12-31 46,186 $12,113,000 256
   Sawtooth Asset Management Inc. 56 - 2023-12-31 46,105 $12,091,000 3,806
   Bleakley Financial Group LLC - 2023-12-31 44,866 $11,766,000 2,567
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 609 - 2023-12-31 44,041 $11,550,000 16,879
   Glenview Trust Co 86 - 2023-12-31 43,660 $11,450,000 1,350
   CLS INVESTMENT FIRM LLC 102 - 2022-12-31 52,156 $10,980,000 7,529
   Jump Financial LLC 30 - 2023-12-31 41,032 $10,761,000 41,032
   Advance Capital Management Inc. 14 - 2024-03-31 36,461 $10,502,000 921
   Campbell Wealth Management 17 - 2023-12-31 39,593 $10,384,000 2,701
   JAFFETILCHIN INVESTMENT PARTNERS LLC 23 - 2023-12-31 39,419 $10,338,000 288
   BARTLETT & CO. LLC 99 - 2023-12-31 37,721 $9,927,000 539
   BARTLETT & CO. WEALTH MANAGEMENT LLC 99 - 2023-12-31 37,721 $9,927,000 539
   Cresset Asset Management LLC 214 - 2023-12-31 37,451 $9,822,000 1,479
   YHB INVESTMENT ADVISORS, INC. 27 - 2024-03-31 33,638 $9,689,000 1,156
  100 Records found
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