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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  
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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
   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
   BB&T CORP 9 - 2023-12-31 2,225,052 $674,569,000 47,257
   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
   BANK OF NEW YORK MELLON CORP 224 - 2023-12-31 1,322,607 $400,975,000 57,812
   Circle Wealth Management LLC 2 - 2023-12-31 1,288,373 $390,596,000 4
   HIGHTOWER ADVISORS, LLC 25 - 2023-12-31 1,161,545 $352,196,000 10,226
   PRUDENTIAL FINANCIAL INC 41 - 2023-12-31 913,436 $276,926,000 404,469
   HPM Partners LLC - 2023-12-31 829,946 $251,615,000 41,903
   JANNEY MONTGOMERY SCOTT LLC 20 - 2023-12-31 782,782 $237,316,000 8,539
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 58 - 2023-12-31 743,296 $225,345,000 18,157
   CITIGROUP INC 71 - 2023-12-31 677,926 $205,527,000 29,596
   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
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2 - 2023-12-31 573,280 $173,801,000 18,034
   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
   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
   Alera Investment Advisors LLC - 2023-12-31 470,574 $142,664,000 7,145
   STALEY CAPITAL ADVISERS INC 2 - 2023-12-31 435,263 $131,959,000 153
   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
   STAIRWAY PARTNERS, LLC 5 - 2024-03-31 353,611 $119,185,000 57,218
   DAVIDSON D A & CO 10 - 2023-12-31 386,075 $117,047,000 668
   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
   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
   Massey Quick & Co. LLC 3 - 2024-03-31 261,829 $88,249,000 28,292
   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
   KEYBANK NATIONAL ASSOCIATION/OH 68 - 2023-12-31 258,832 $78,470,000 3,783
   TruWealth Advisors LLC 2 - 2024-03-31 227,008 $76,513,000 2,879
   BARCLAYS PLC 394 - 2023-12-31 242,670 $73,570,000 240,170
   IEQ CAPITAL LLC 17 - 2023-12-31 234,161 $70,990,000 5,140
   POLEN CAPITAL MANAGEMENT INC 40 - 2023-12-31 415,395 $67,859,000 115,901
   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
   STEPHENS GROUP ASSET MANAGEMENT LLC 8 - 2024-03-31 186,357 $62,812,000 1,932
   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
   Ascent Wealth Partners LLC - 2023-12-31 174,142 $52,795,000 2,831
   HSBC HOLDINGS PLC 376 - 2023-12-31 173,797 $52,690,000 6,694
   JNB Advisors LLC 2 - 2023-12-31 173,381 $52,564,000 15,564
   Capital Advisors Ltd. LLC 2 - 2024-03-31 152,154 $51,283,000 62
   Adviser Investments LLC 23 - 2023-12-31 156,656 $47,493,000 152,554
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 156,396 $47,415,000 3,033
   TELEMUS CAPITAL LLC 2 - 2023-12-31 155,404 $47,114,000 1,262
   ALLIANZ ASSET MANAGEMENT AG 257 - 2023-12-31 141,050 $42,762,000 13,100
   Lido Advisors LLC 33 - 2023-12-31 140,999 $42,747,000 2,223
   AMG NATIONAL TRUST BANK 17 - 2023-12-31 135,950 $41,216,000 132
   Berkshire Money Management Inc. 6 - 2023-12-31 134,283 $40,711,000 33,088
   NewEdge Wealth LLC 18 - 2023-12-31 132,793 $40,259,000 1,067
   CYNOSURE MANAGEMENT LLC 3 - 2023-12-31 132,437 $40,151,000 89,800
   LWMG LLC 3 - 2023-12-31 132,281 $40,104,000 8,755
   DEUTSCHE BANK AG 606 - 2023-12-31 124,746 $37,819,000 8,129
   CREDIT SUISSE/ 460 - 2023-12-31 123,545 $37,455,000 49,807
   LBJ Family Wealth Advisors Ltd. 1 - 2024-03-31 110,768 $37,334,000 1,085
   Badgley Phelps Wealth Managers LLC 29 - 2023-12-31 121,525 $36,843,000 24,272
   FINANCIAL COUNSELORS INC - 2023-12-31 120,414 $36,506,000 5,603
   PATHSTONE FAMILY OFFICE, LLC 58 - 2023-09-30 5,713,590 $35,995,000 5,636,327
   Robertson Stephens Wealth Management LLC 7 - 2023-12-31 118,171 $35,826,000 10,434
   Sontag Advisory LLC 35 - 2023-12-31 116,991 $35,468,000 1,704
   MISSION WEALTH MANAGEMENT LLC 16 - 2023-12-31 114,309 $34,655,000 7
   HIRTLE CALLAGHAN & CO INC 15 - 2023-12-31 113,048 $34,273,000 90
   Relyea Zuckerberg Hanson LLC 4 - 2023-12-31 109,788 $33,284,000 3,008
   Capstone Financial Advisors Inc. 12 - 2023-12-31 107,441 $32,573,000 357
   JOHNSON INVESTMENT COUNSEL INC 71 - 2023-12-31 106,287 $32,223,000 4,599
   EP WEALTH ADVISORS, INC. 64 - 2023-12-31 105,769 $32,066,000 6,042
   CX Institutional 10 - 2024-03-31 93,939 $31,662,000 36,206
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 40 - 2023-12-31 104,325 $31,628,000 4,692
   BTC Capital Management Inc. 5 - 2024-03-31 90,888 $30,634,000 13,303
   CWM LLC 144 - 2024-03-31 88,263 $29,749,000 10,555
   Bluesphere Advisors LLC 2 - 2023-12-31 96,630 $29,295,000 2,901
   Summit Trail Advisors LLC 16 - 2023-12-31 91,361 $27,698,000 63,083
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - 2023-12-31 88,979 $26,976,000 85,069
   KESTRA PRIVATE WEALTH SERVICES LLC 21 - 2023-12-31 86,610 $26,258,000 38,227
   JMAC ENTERPRISES LLC - 2023-12-31 86,300 $26,164,000 1,088
   Envestnet Portfolio Solutions Inc. 106 - 2023-12-31 85,872 $26,034,000 1,964
  100 Records found
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