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Get Institutions for : 
iShares Russell 1000 Growth (IWF)  
$337.92 1.39 (0.41%) as of 4:30 Wed 3/27


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1828    38
Total shares held : 
200,376,417  
% of shares held : 
74.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  54  
Amount of shares held : 
8,902,758  
% of shares held change : 
  3.32%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$268.26  
Last Quarter's Ending Price : 
$303.17  
Last Quarter's Average Price
$282.86  
Change from last quarter's     
avg. price to the last closing  : 
55.06 (19.47%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
103
 630,214
 0.31%
 
Increased Positions :
641
 13,043,222
 6.51%
 
Unchanged Positions :
459
 2,068,969
 1.03%
 
Decreased Positions :
625
-4,334,157
-2.16%
 
Closed Positions :
65
-436,521
-0.22%
 
Guru Positions :
2
18,261
 0.01%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BANK OF AMERICA CORP /DE/ 9 - 2023-12-31 32,245,348 $9,775,822,000 548,027
   MORGAN STANLEY 18 - 2023-12-31 24,395,088 $7,395,860,000 546,100
   GOLDMAN SACHS GROUP INC/ 15 - 2023-12-31 10,004,534 $3,033,075,000 489,559
   FMR LLC 60 - 2023-12-31 9,976,146 $3,024,468,000 -286,506
   J P MORGAN CHASE & CO 92 - 2023-12-31 7,780,747 $2,358,889,000 1,306,344
   UBS Group AG 16 - 2023-12-31 6,102,415 $1,850,069,000 103,652
   ENVESTNET ASSET MANAGEMENT INC 21 - 2023-12-31 5,413,232 $1,641,130,000 341,407
   AMERIPRISE FINANCIAL INC 46 - 2023-12-31 4,597,051 $1,393,834,000 3,236,479
   WELLS FARGO & CO/MN 65 - 2023-12-31 4,364,326 $1,323,133,000 159,155
   NORTHERN TRUST CORP 77 - 2023-12-31 4,202,517 $1,274,077,000 156,995
   PNC FINANCIAL SERVICES GROUP INC 22 - 2023-12-31 3,123,055 $946,817,000 70,275
   RAYMOND JAMES & ASSOCIATES 22 - 2023-12-31 2,883,465 $874,180,000 22,908
   LPL FINANCIAL CORP 30 - 2023-12-31 2,867,358 $869,297,000 142,844
   M&T BANK CORP 5 - 2023-12-31 2,479,622 $751,769,000 10,496
   Baird Financial Group Inc. 8 - 2023-12-31 2,321,010 $703,661,000 -48,170
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 2,247,323 $681,321,000 -58,743
   BB&T CORP 9 - 2023-12-31 2,225,052 $674,569,000 47,257
   TIAA FSB 10 - 2023-06-30 2,365,020 $650,806,000 -72,670
   COMMONWEALTH EQUITY SERVICES LLC. 8 - 2023-12-31 2,114,568 $641,074,000 48,070
   NUVEEN ASSET MANAGEMENT, LLC 106 - 2023-12-31 1,881,571 $570,436,000 412,699
   ROYAL BANK OF CANADA 142 - 2023-12-31 1,847,364 $560,064,000 219,311
   SIGNATUREFD, LLC 1 - 2023-12-31 1,599,618 $484,956,000 80,667
   STIFEL FINANCIAL CORP 35 - 2023-12-31 1,432,238 $434,227,000 55,614
   CHURCHILL MANAGEMENT GROUP /CA/ 3 - 2023-12-31 1,408,462 $427,004,000 -41,289
   BANK OF NEW YORK MELLON CORP 224 - 2023-12-31 1,322,607 $400,975,000 57,812
   SYNOVUS FINANCIAL CORP 4 - 2023-12-31 1,295,296 $392,708,000 -1,185,454
   Circle Wealth Management LLC 2 - 2023-12-31 1,288,373 $390,596,000 4
   BLACKROCK INC. 1214 - 2023-12-31 1,241,758 $376,464,000 -210,568
   HIGHTOWER ADVISORS, LLC 25 - 2023-12-31 1,161,545 $352,196,000 10,226
   GLOBALT Investments LLC / GA 1 - 2023-12-31 1,157,648 $350,964,000 0
   US BANCORP 42 - 2023-12-31 1,135,641 $344,292,000 -22,743
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 14 - 2023-09-30 1,288,731 $342,789,000 -112,797
   PRUDENTIAL FINANCIAL INC 41 - 2023-12-31 913,436 $276,926,000 404,469
   Advisor Group Holdings Inc. 32 - 2023-12-31 862,463 $261,569,000 -317,936
   HPM Partners LLC - 2023-12-31 829,946 $251,615,000 41,903
   CI Private Wealth LLC 43 - 2023-12-31 795,829 $241,271,000 -338,944
   JANNEY MONTGOMERY SCOTT LLC 20 - 2023-12-31 782,782 $237,316,000 8,539
   Rockefeller Capital Management L.P. 17 - 2023-12-31 763,881 $231,586,000 -31,387
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 58 - 2023-12-31 743,296 $225,345,000 18,157
   Waldron LP 1 - 2023-12-31 681,454 $206,596,000 -35,381
   CITIGROUP INC 71 - 2023-12-31 677,926 $205,527,000 29,596
   FINANCIAL NETWORK 9 - 2023-12-31 672,579 $203,906,000 -14,681
   Atlantic Trust Group LLC 68 - 2023-12-31 663,651 $201,199,000 50,249
   TWO SIGMA INVESTMENTS LLC 38 - 2023-12-31 627,000 $190,088,000 228,200
   1ST SOURCE BANK 2 - 2023-12-31 607,493 $184,174,000 -10,024
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 57 - 2023-12-31 604,112 $183,150,000 -42,204
   COMERICA BANK 12 - 2023-12-31 598,215 $181,361,000 -7,435
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2 - 2023-12-31 573,280 $173,801,000 18,034
   MERCER GLOBAL ADVISORS INC /ADV 40 - 2023-12-31 570,546 $172,972,000 -3,356
   JOHNSON FINANCIAL GROUP, INC. 2 - 2023-12-31 563,845 $170,941,000 184,756
   MARINER WEALTH ADVISORS, LLC 55 - 2023-12-31 557,749 $169,093,000 16,247
   CAPTRUST FINANCIAL ADVISORS 34 - 2023-12-31 536,731 $162,721,000 31,274
   MML INVESTORS SERVICES LLC 20 - 2023-12-31 513,379 $155,641,000 7,673
   REGIONS FINANCIAL CORP 15 - 2023-12-31 502,567 $152,363,000 -16,869
   Strategic Wealth Partners Group LLC 1 - 2023-12-31 498,508 $151,133,000 6,361
   WADE G W & INC 1 - 2023-12-31 489,799 $148,492,000 20,997
   Cresset Asset Management LLC 16 - 2023-12-31 483,356 $146,539,000 -2,090
   COMMERCE BANK N A/MO 15 - 2023-12-31 481,658 $146,024,000 -2,802
   FIFTH THIRD BANCORP 40 - 2023-12-31 479,235 $145,290,000 -14,885
   Alera Investment Advisors LLC - 2023-12-31 470,574 $142,664,000 7,145
   RSM US WEALTH MANAGEMENT LLC 4 - 2023-12-31 436,962 $132,474,000 -729
   STALEY CAPITAL ADVISERS INC 2 - 2023-12-31 435,263 $131,959,000 153
   Oakworth Capital Inc. 1 - 2023-12-31 431,636 $130,859,000 -23,097
   CREATIVE PLANNING 62 - 2023-12-31 429,430 $130,190,000 24,595
   TWO SIGMA ADVISERS, LLC 77 - 2023-12-31 423,900 $128,514,000 162,400
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 60 - 2023-12-31 394,736 $119,672,000 1,518
   DAVIDSON D A & CO 10 - 2023-12-31 386,075 $117,047,000 668
   Equitable Holdings Inc. 13 - 2023-12-31 368,831 $111,818,000 -25,223
   Orion Portfolio Solutions LLC 6 - 2023-12-31 365,283 $109,881,000 20,805
   CULLEN FROST BANKERS INC 6 - 2023-12-31 361,302 $109,536,000 48,598
   MCCORMACK ADVISORS INTERNATIONAL 11 - 2023-12-31 357,912 $108,508,000 302
   THRIVENT FINANCIAL FOR LUTHERANS 110 - 2023-12-31 353,096 $107,048,000 28,512
   SILVERCREST ASSET MANAGEMENT GROUP LLC 27 - 2023-12-31 346,767 $105,129,000 -7,284
   Private Advisor Group LLC 22 - 2023-12-31 325,430 $98,670,000 -7,799
   MULTIFINANCIAL SECURITIES CORP 6 - 2023-12-31 325,061 $98,549,000 -8,927
   BANK OF MONTREAL /CAN/ 271 - 2023-12-31 323,508 $98,486,000 499
   WELLINGTON MANAGEMENT CO LLP 581 - 2023-12-31 302,036 $91,568,000 280,948
   STAIRWAY PARTNERS, LLC 5 - 2023-12-31 296,393 $89,857,000 -3,339
   MODERA WEALTH MANAGEMENT, LLC 16 - 2023-12-31 286,290 $86,795,000 279,927
   BROWN ADVISORY HOLDINGS INC 146 - 2023-12-31 269,632 $81,744,000 63,369
   STEPHENS INC /AR/ 9 - 2023-12-31 261,720 $79,346,000 -104
   KEYBANK NATIONAL ASSOCIATION/OH 68 - 2023-12-31 258,832 $78,470,000 3,783
   Cetera Investment Advisers 26 - 2023-12-31 257,516 $78,071,000 -10,591
   CLS INVESTMENT FIRM LLC 3 - 2022-12-31 344,804 $73,871,000 -69,190
   BARCLAYS PLC 394 - 2023-12-31 242,670 $73,570,000 240,170
   BP WEALTH MANAGEMENT LLC 8 - 2023-12-31 242,455 $73,505,000 -231,217
   IEQ CAPITAL LLC 17 - 2023-12-31 234,161 $70,990,000 5,140
   Massey Quick & Co. LLC 3 - 2023-12-31 233,537 $70,802,000 -3,792
   MV Capital Management Inc. 1 - 2023-12-31 230,497 $69,880,000 1,500
   Cedar Mountain Advisors LLC 1 - 2023-12-31 229,860 $69,687,000 -3,888
   BANK OF NOVA SCOTIA / 130 - 2023-12-31 229,000 $69,426,000 0
   Allspring Global Investments Holdings LLC - 2023-12-31 225,728 $68,434,000 185,398
   TruWealth Advisors LLC 2 - 2023-12-31 224,129 $67,949,000 54,598
   POLEN CAPITAL MANAGEMENT INC 40 - 2023-12-31 415,395 $67,859,000 115,901
   Steward Partners Investment Advisory LLC 13 - 2023-12-31 222,229 $67,373,000 -5,131
   MONETA GROUP INVESTMENT ADVISORS INC 20 - 2023-12-31 214,613 $65,064,000 4,428
   FIRST BUSINESS FINANCIAL SERVICES INC. 3 - 2023-12-31 211,965 $64,261,000 280
   JONES FINANCIAL COMPANIES LLLP 49 - 2023-12-31 200,909 $60,909,000 7,712
   Confluence Wealth Services Inc. - 2023-12-31 194,756 $59,044,000 130,936
   BAKER AVENUE ASSET MANAGEMENT, LP 9 - 2023-12-31 188,629 $57,187,000 4,141

  100 Records found
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