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Get Institutions for : 
iShares Russell 1000 Growth (IWF)  
$327.99 5.94 (1.84%) as of 4:30 Fri 4/26


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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  : 
45.13 (15.95%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 12 *New 2024-03-31 199,166 $67,132,000 199,166
   COLONY GROUP, LLC 37 *New 2023-12-31 142,597 $43,231,000 142,597
   BW Gestao de Investimentos Ltda. 6 *New 2023-12-31 89,380 $27,097,000 89,380
   Chicago Wealth Management Inc. 12 *New 2023-12-31 18,985 $5,756,000 18,985
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. *New 2023-12-31 16,270 $4,933,000 16,270
   FLOW TRADERS U.S. LLC 126 *New 2023-12-31 12,123 $3,675,000 12,123
   OKABENA INVESTMENT SERVICES INC 20 *New 2023-12-31 11,701 $3,547,000 11,701
   Beirne Wealth Consulting Services LLC 17 *New 2023-12-31 9,833 $2,981,000 9,833
   WOLVERINE TRADING LLC 205 *New 2023-12-31 9,304 $2,821,000 9,304
   EWG Elevate Inc. 36 *New 2024-03-31 7,754 $2,613,000 7,754
   General Partner Inc. 16 *New 2024-03-31 6,696 $2,257,000 6,696
   SkyView Investment Advisors LLC 38 *New 2023-12-31 5,916 $1,794,000 5,916
   TD ASSET MANAGEMENT INC 1048 *New 2023-12-31 5,823 $1,765,000 5,823
   Selective Wealth Management 26 *New 2024-03-31 4,572 $1,521,000 4,572
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 94 *New 2023-12-31 3,965 $1,202,000 3,965
   Q3 Asset Management 30 *New 2023-12-31 3,892 $1,180,000 3,892
   First Bank & Trust 91 *New 2024-03-31 2,909 $980,000 2,909
   LAKE STREET ADVISORS GROUP LLC 128 *New 2023-12-31 3,149 $955,000 3,149
   Stewart Asset Management LLC 26 *New 2022-12-31 4,322 $926,000 4,322
   Aristotle Atlantic Partners LLC 82 *New 2023-12-31 2,806 $851,000 2,806
   Keudell/Morrison Wealth Management 82 *New 2023-12-31 2,294 $695,000 2,294
   TRUE Private Wealth Advisors 123 *New 2023-12-31 2,245 $681,000 2,245
   OAK RIDGE INVESTMENTS LLC 134 *New 2023-12-31 2,242 $680,000 2,242
   Signal Advisors Wealth LLC 129 *New 2024-03-31 1,965 $662,000 1,965
   Global Assets Advisory LLC 296 *New 2024-03-31 216,595 $643,000 216,595
   D E SHAW & CO INC 2140 *New 2023-12-31 1,994 $605,000 1,994
   LLBH Private Wealth Management LLC 83 *New 2023-12-31 1,975 $599,000 1,975
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 65 *New 2023-12-31 1,977 $599,000 1,977
   McMahon Financial Advisors LLC 59 *New 2023-12-31 1,940 $588,000 1,940
   Gateway Wealth Partners LLC 97 *New 2023-12-31 1,851 $561,000 1,851
   TNF LLC 53 *New 2023-12-31 1,622 $517,000 1,622
   CFO4Life L.P. 110 *New 2022-12-31 2,130 $456,000 2,130
   GSA CAPITAL PARTNERS LLP 858 *New 2023-12-31 1,500 $455,000 1,500
   AUREUS ASSET MANAGEMENT LLC 127 *New 2023-12-31 1,466 $444,000 1,466
   WESTFIELD CAPITAL MANAGEMENT CO LLC 235 *New 2023-12-31 1,393 $422,000 1,393
   Belvedere Trading LLC 39 *New 2023-12-31 1,374 $417,000 1,374
   ITHAKA GROUP LLC 33 *New 2023-12-31 1,330 $403,000 1,330
   DecisionPoint Financial LLC 29 *New 2023-12-31 1,292 $392,000 1,292
   COLLECTIVE FAMILY OFFICE LLC 129 *New 2024-03-31 1,150 $388,000 1,150
   BCGM Wealth Management LLC 93 *New 2023-12-31 1,249 $379,000 1,249
   Measured Wealth Private Client Group LLC 117 *New 2024-03-31 1,117 $376,000 1,117
   NORTHSTAR ASSET MANAGEMENT INC 48 *New 2023-12-31 1,215 $368,000 1,215
   CAMARDA FINANCIAL ADVISORS, LLC 70 *New 2023-12-31 1,189 $360,000 1,189
   SMITHBRIDGE ASSET MANAGEMENT INC/DE 123 *New 2023-12-31 1,140 $346,000 1,140
   Conservest Capital Advisors Inc. 83 *New 2023-12-31 1,134 $344,000 1,134
   ZEKE CAPITAL ADVISORS, LLC 315 *New 2022-12-31 1,547 $331,000 1,547
   Foster Group Inc. 157 *New 2024-03-31 922 $311,000 922
   Facet Wealth Inc. 89 *New 2023-12-31 898 $289,000 898
   Benchmark Investment Advisors LLC 259 *New 2023-12-31 907 $275,000 907
   Lokken Investment Group LLC 102 *New 2023-12-31 886 $269,000 886
   LITMAN GREGORY ASSET MANAGEMENT LLC 107 *New 2023-12-31 888 $269,000 888
   Traynor Capital Management Inc. 180 *New 2024-03-31 764 $258,000 764
   Secure Asset Management LLC *New 2023-12-31 832 $252,000 832
   Fort Point Capital Partners LLC 256 *New 2023-12-31 817 $248,000 817
   FEDERATED INVESTORS INC /PA/ 1474 *New 2023-12-31 765 $232,000 765
   Onyx Financial Advisors LLC 15 *New 2024-03-31 682 $230,000 682
   Toroso Investments LLC 1271 *New 2023-12-31 756 $229,000 756
   MAIN STREET RESEARCH LLC 96 *New 2023-12-31 748 $227,000 748
   Cardinal Point Wealth Management Partners LLC 74 *New 2023-03-31 923 $226,000 923
   TFG Advisers LLC 186 *New 2023-12-31 747 $226,000 747
   WEALTHTRUST AXIOM LLC 209 *New 2023-12-31 735 $223,000 735
   Bowman & Co S.C. 94 *New 2024-03-31 659 $222,000 659
   FAYEZ SAROFIM & CO 271 *New 2023-12-31 664 $219,000 664
   MainStreet Investment Advisors LLC 162 *New 2023-12-31 723 $219,000 723
   Security Financial Services INC. 175 *New 2024-03-31 649 $219,000 649
   LAFLEUR & GODFREY INC 125 *New 2023-12-31 720 $218,000 720
   Safeguard Investment Advisory Group LLC *New 2023-12-31 715 $217,000 715
   FIRST NATIONAL BANK OF OMAHA 291 *New 2023-12-31 713 $216,000 713
   HOWARD FINANCIAL SERVICES LTD. 145 *New 2024-03-31 642 $216,000 642
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 27 *New 2023-12-31 711 $216,000 711
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 245 *New 2023-12-31 708 $215,000 708
   SOUNDMARK WEALTH MANAGEMENT LLC 65 *New 2024-03-31 630 $212,000 630
   First County Bank /CT/ 158 *New 2023-12-31 693 $210,000 693
   Black Diamond Financial LLC 109 *New 2023-12-31 694 $210,000 694
   Aveo Capital Partners LLC 323 *New 2023-12-31 688 $209,000 688
   RANDOLPH CO INC *New 2023-12-31 690 $209,000 690
   COOPER/HAIMS ADVISORS LLC 72 *New 2023-12-31 687 $208,000 687
   1776 WEALTH LLC 125 *New 2023-12-31 687 $208,000 687
   EXCHANGE CAPITAL MANAGEMENT INC 179 *New 2024-03-31 610 $206,000 610
   SYSTM Wealth Solutions LLC 377 *New 2023-12-31 679 $206,000 679
   American Financial Advisors LLC 137 *New 2023-12-31 680 $206,000 680
   Linden Thomas Advisory Services LLC 408 *New 2023-12-31 676 $205,000 676
   SFMG, LLC 238 *New 2023-12-31 672 $204,000 672
   MORNINGSTAR INVESTMENT SERVICES, INC. 399 *New 2023-12-31 672 $204,000 672
   KC Investment Advisors LLC *New 2023-12-31 668 $203,000 668
   Platform Technology Partners 187 *New 2023-12-31 618 $203,000 618
   EAGLE RIDGE INVESTMENT MANAGEMENT 146 *New 2024-03-31 600 $202,000 600
   Olistico Wealth LLC 103 *New 2023-12-31 666 $202,000 666
   FULTON BREAKEFIELD BROENNIMAN LLC 171 *New 2023-12-31 664 $201,000 664
   MITCHELL SINKLER & STARR/PA 175 *New 2023-12-31 564 $171,000 564
   MA GREENWOOD & ASSOCIATES INC 105 *New 2023-12-31 545 $165,000 545
   WESTEND CAPITAL MANAGEMENT LLC 48 *New 2024-03-31 420 $142,000 420
   Mendota Financial Group LLC 179 *New 2023-12-31 189 $57,000 189
   WILLIAM BLAIR INVESTMENT MANAGEMENT LLC 406 *New 2023-12-31 139 $42,000 139
   Planned Solutions Inc. 328 *New 2023-12-31 112 $34,000 112
   MCMILLION CAPITAL MANAGEMENT INC 112 *New 2023-06-30 118 $32,000 118
   HHM Wealth Advisors LLC 421 *New 2023-12-31 61 $18,000 61
   Kozak & Associates Inc. 302 *New 2023-12-31 10 $3,000 10
   Evolution Advisers Inc. 202 *New 2023-12-31 5 $1,000 5
   WHITE BAY PT LLC 507 *New 2023-12-31 1 $0 1
  100 Records found
  1    
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