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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
   BLACKROCK INC. 551 - 2023-12-31 4,014,590 $1,052,866,000 -634,542
   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
   GOLDMAN SACHS GROUP INC/ 163 - 2023-12-31 2,045,158 $536,363,000 -11,004
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1 - 2023-12-31 1,133,784 $297,346,000 -92,602
   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
   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
   MERCER GLOBAL ADVISORS INC /ADV 35 - 2023-12-31 817,438 $214,381,000 -15,533
   Capstone Financial Advisors Inc. 2 - 2023-12-31 706,941 $185,402,000 -19,267
   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
   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
   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
   FIFTH THIRD BANCORP 58 - 2024-03-31 416,001 $119,821,000 -7,798
   SCHRODER INVESTMENT MANAGEMENT GROUP 128 - 2023-12-31 429,419 $112,619,000 -194,222
   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
   AMG NATIONAL TRUST BANK 8 - 2023-12-31 261,137 $68,486,000 -742
   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
   MILESTONE GROUP INC 5 - 2023-12-31 242,280 $63,540,000 -14,614
   WASHINGTON TRUST CO 13 - 2024-03-31 207,764 $59,842,000 -7,735
   LAKE STREET ADVISORS GROUP LLC 6 - 2023-12-31 210,597 $55,231,000 -2,675
   BANK OF NEW YORK MELLON CORP 996 - 2024-03-31 185,242 $53,355,000 -9,417
   RAYMOND JAMES & ASSOCIATES 420 - 2024-03-31 167,770 $48,323,000 -53,072
   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
   HBC Financial Services PLLC 2 - 2023-12-31 164,802 $43,221,000 -6,565
   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
   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
   Brewster Financial Planning LLC 1 - 2024-03-31 125,692 $36,203,000 -3,149
   BUSEY TRUST CO 18 - 2024-03-31 114,101 $32,865,000 -1,902
   SIGMA INVESTMENT COUNSELORS INC 7 - 2024-03-31 113,833 $32,787,000 -1,033
   COMERICA SECURITIESINC. 3 - 2023-09-30 138,910 $32,769,000 -26,116
   FINANCIAL NETWORK 110 - 2023-12-31 124,712 $32,707,000 -14,942
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 5 - 2024-03-31 108,702 $31,309,000 -588
   Franklin Parlapiano Turner & Welch LLC - 2023-12-31 116,702 $30,606,000 -3,315
   Beacon Pointe Advisors LLC 53 - 2023-12-31 115,910 $30,401,000 -6,783
   RTD Financial Advisors Inc. 7 - 2024-03-31 105,359 $30,347,000 -1,412
   Wescott Financial Advisory Group LLC 8 - 2023-12-31 107,042 $28,073,000 -747
   Goss Wealth Management LLC 90 - 2023-12-31 103,939 $27,323,000 -4,362
   BLAIR WILLIAM & CO/IL 180 - 2023-12-31 97,425 $25,551,000 -3,056
   Cetera Investment Advisers 96 - 2023-12-31 91,291 $23,942,000 -307
   WHITTIER TRUST CO 64 - 2023-12-31 90,716 $23,791,000 -2,251
   OPUS CAPITAL GROUP LLC 9 - 2024-03-31 82,297 $23,704,000 -944
   KOCHIS FITZ/QUINTILE LLC 22 - 2024-03-31 68,115 $19,619,000 -240
   FINEMARK NATIONAL BANK & TRUST 26 - 2023-12-31 74,152 $19,447,000 -1,298
   STEPHENS INC /AR/ 77 - 2023-12-31 72,092 $18,907,000 -4,380
   COLDSTREAM CAPITAL MANAGEMENT INC 28 - 2023-12-31 71,067 $18,638,000 -2,328
   PARAGON CAPITAL MANAGEMENT LLC 2 - 2023-12-31 68,210 $17,889,000 -3,156
   Austin Private Wealth LLC 15 - 2024-03-31 62,356 $17,820,000 -1,592
   JOHNSON FINANCIAL GROUP, INC. 21 - 2023-12-31 66,976 $17,565,000 -3,110
   Private Ocean LLC 12 - 2024-03-31 60,898 $17,540,000 -17
   TRUST POINT INC. 10 - 2024-03-31 60,403 $17,398,000 -732
   PITCAIRN CO 12 - 2023-12-31 66,261 $17,378,000 -1,719
   BOSTON FINANCIAL MANGEMENT INC /MA 51 - 2023-12-31 65,324 $17,132,000 -607
   Trust Co 14 - 2024-03-31 58,776 $16,928,000 -4,028
   DAVIS R M INC 75 - 2023-12-31 61,218 $16,055,000 -9,915
   UMB BANK N A/MO 77 - 2024-03-31 55,262 $15,917,000 -239
   ASPIREON WEALTH ADVISORS 3 - 2023-03-31 69,327 $15,615,000 -23,312
   FRANKLIN RESOURCES INC 779 - 2023-12-31 57,310 $15,030,000 -383
   CHARTIST INC /CA/ 4 - 2023-12-31 55,526 $14,562,000 -1,185
   MONTICELLO WEALTH MANAGEMENT LLC 16 - 2024-03-31 49,845 $14,357,000 -16,584
   PBWM Holdings LLC 10 - 2023-03-31 61,341 $13,816,000 -107
   Tortoise Investment Management LLC 12 - 2023-12-31 50,672 $13,289,000 -678
   Resources Investment Advisors Inc. 94 - 2023-12-31 49,774 $13,054,000 -12,930
   LAIRD NORTON TYEE TRUST CO 12 - 2023-12-31 49,205 $12,905,000 -21,819
   Glassman Wealth Services 11 - 2023-12-31 47,595 $12,482,000 -878
   Rice Partnership LLC 7 - 2023-12-31 45,141 $11,839,000 -951
   Hartland & Co. LLC 34 - 2023-12-31 44,818 $11,754,000 -163
   SAVANT CAPITAL MANAGEMENT INC 110 - 2023-12-31 44,120 $11,571,000 -864
   Graves-Light Private Wealth Management Inc. 19 - 2023-12-31 42,620 $11,178,000 -129
   New England Private Wealth Advisors LLC 13 - 2023-12-31 41,989 $11,012,000 -1,632
   InterOcean Capital Group LLC 72 - 2023-12-31 41,513 $10,887,000 -169
   Sontag Advisory LLC 65 - 2023-12-31 41,039 $10,763,000 -1,932
   OXFORD FINANCIAL GROUP LTD 22 - 2023-12-31 40,908 $10,729,000 -441
   Coastal Capital Group Inc. 10 - 2023-06-30 43,393 $10,577,000 -235
   Campion Asset Management LLC 1 - 2023-12-31 40,061 $10,506,000 -79
   Brown Financial Advisory 4 - 2024-03-31 36,384 $10,480,000 -2,671
   Stratos Wealth Partners LTD. 127 - 2024-03-31 36,182 $10,422,000 -1,979
   JMG FINANCIAL GROUP, LTD. 25 - 2023-12-31 38,615 $10,127,000 -4,091
   BRADLEY FOSTER & SARGENT INC/CT 98 - 2023-12-31 38,534 $10,106,000 -62
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 15 - 2023-12-31 37,823 $9,919,000 -11,517
   BESSEMER GROUP INC 300 - 2023-12-31 36,773 $9,644,000 -2,250
  100 Records found
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