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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
   BANK OF NOVA SCOTIA / 130 - 2023-12-31 229,000 $69,426,000 0
   VANTAGEPOINT INVESTMENT ADVISERS LLC 5 - 2023-12-31 74,485 $22,582,000 0
   OAK HILL INVESTMENT MANAGEMENT, L.P. 16 - 2023-12-31 69,729 $21,140,000 0
   Roble Belko & Company Inc 11 - 2024-03-31 52,880 $17,823,000 0
   TWIN FOCUS CAPITAL PARTNERS, LLC 16 - 2023-12-31 27,648 $8,382,000 0
   Clientfirst Wealth Management LLC 2 - 2023-09-30 28,339 $7,799,000 0
   ALLEN INVESTMENT MANAGEMENT LLC 75 - 2023-12-31 25,154 $7,626,000 0
   CONNING ASSET MANAGEMENT CO. 86 - 2023-12-31 24,087 $7,302,000 0
   DIXON FNANCIAL SERVICES INC. 5 - 2024-03-31 19,070 $6,428,000 0
   St. Louis Trust Co 19 - 2023-12-31 19,636 $5,953,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 8 - 2024-03-31 17,136 $5,776,000 0
   ALESCO ADVISORS LLC 35 - 2023-12-31 18,664 $5,658,000 0
   MATHES COMPANY INC 12 - 2023-12-31 16,350 $4,957,000 0
   OSBORNE PARTNERS CAPITAL MANAGEMENT - 2023-12-31 14,965 $4,537,000 0
   Financial Gravity Wealth Inc. 91 - 2023-12-31 7,923 $4,195,000 0
   Affinity Capital Advisors LLC 25 - 2024-03-31 12,443 $4,194,000 0
   GenWealth Group Inc. 24 - 2024-03-31 10,800 $3,640,000 0
   Stonegate Investment Group LLC - 2023-12-31 11,244 $3,409,000 0
   Northeast Financial Consultants Inc 84 - 2023-12-31 10,256 $3,109,000 0
   IWAMOTO KONG & CO INC 39 - 2023-12-31 10,000 $3,032,000 0
   Waypoint Capital Advisors LLC - 2023-12-31 9,760 $2,959,000 0
   BBR PARTNERS, LLC 39 - 2023-12-31 9,756 $2,958,000 0
   Corrigan Financial Inc. - 2023-12-31 9,587 $2,906,000 0
   MAYPORT LLC 17 - 2023-12-31 9,300 $2,819,000 0
   HOWLAND CAPITAL MANAGEMENT INC - 2023-12-31 9,056 $2,746,000 0
   MONOGRAPH WEALTH ADVISORS LLC 24 - 2023-12-31 8,713 $2,641,000 0
   Radnor Capital Management LLC 48 - 2024-03-31 7,806 $2,631,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 8,366 $2,536,000 0
   Jordan Park Group LLC 27 - 2023-12-31 8,308 $2,519,000 0
   Relative Value Partners Group LLC 98 - 2023-12-31 8,144 $2,469,000 0
   Frank Rimerman Advisors LLC 27 - 2023-12-31 8,111 $2,459,000 0
   Stephens Consulting LLC 19 - 2024-03-31 7,264 $2,448,000 0
   DHK Financial Advisors Inc. 17 - 2023-12-31 7,452 $2,259,000 0
   Hoese & Co LLP 13 - 2024-03-31 6,782 $2,246,000 0
   Cambridge Advisors Inc. 32 - 2024-03-31 6,600 $2,225,000 0
   MARYLAND CAPITAL ADVISORS INC. 21 - 2024-03-31 6,543 $2,205,000 0
   Ramirez Asset Management Inc. 77 - 2023-12-31 7,050 $2,137,000 0
   SUNCOAST EQUITY MANAGEMENT 31 - 2023-12-31 6,780 $2,055,000 0
   GOFEN & GLOSSBERG LLC /IL/ 188 - 2022-12-31 9,233 $1,978,000 0
   THOMAS WHITE INTERNATIONAL LTD 81 - 2023-06-30 7,050 $1,940,000 0
   CULLINAN ASSOCIATES INC 119 - 2024-03-31 5,600 $1,887,000 0
   Bogart Wealth LLC 108 - 2023-12-31 6,176 $1,872,000 0
   Beaton Management Co. Inc. 28 - 2023-12-31 6,159 $1,867,000 0
   Sterling Investment Counsel LLC 20 - 2023-12-31 6,004 $1,820,000 0
   SPEARS ABACUS ADVISORS LLC 63 - 2023-12-31 5,837 $1,770,000 0
   Objective Capital Management LLC 21 - 2023-12-31 5,761 $1,747,000 0
   Autumn Glory Partners LLC - 2023-12-31 5,707 $1,741,000 0
   SALEM INVESTMENT COUNSELORS INC 156 - 2024-03-31 5,092 $1,716,000 0
   Trust Co of the South 27 - 2024-03-31 5,007 $1,688,000 0
   Biltmore Family Office LLC 50 - 2023-12-31 5,506 $1,669,000 0
   Salomon & Ludwin LLC 67 - 2023-12-31 6,276 $1,669,000 0
   PARSEC FINANCIAL MANAGEMENT, INC. 141 - 2023-03-31 6,814 $1,665,000 0
   Arista Wealth Management LLC 19 - 2023-12-31 5,345 $1,620,000 0
   Providence Capital Advisors LLC 79 - 2023-12-31 5,320 $1,613,000 0
   VALLEY NATIONAL ADVISERS INC 88 - 2024-03-31 4,428 $1,492,000 0
   S.A. Mason LLC 25 - 2024-03-31 4,319 $1,456,000 0
   Petix & Botte Co 37 - 2023-12-31 4,764 $1,444,000 0
   RFP Financial Group LLC 26 - 2023-12-31 4,709 $1,428,000 0
   NORTHEAST INVESTMENT MANAGEMENT 94 - 2023-12-31 4,557 $1,382,000 0
   QUADRANT CAPITAL GROUP LLC 128 - 2023-12-31 4,537 $1,375,000 0
   HMS Capital Management LLC 32 - 2023-12-31 4,530 $1,373,000 0
   Greenspring Advisors LLC 22 - 2023-12-31 4,525 $1,372,000 0
   CASTLE WEALTH MANAGEMENT LLC 36 - 2023-12-31 4,507 $1,366,000 0
   TORON CAPITAL MARKETS INC. 99 - 2023-12-31 4,485 $1,360,000 0
   CLARKSTON CAPITAL PARTNERS LLC 85 - 2023-12-31 4,411 $1,337,000 0
   MATTERN CAPITAL MANAGEMENT LLC 86 - 2023-12-31 4,328 $1,312,000 0
   PLANNING ALTERNATIVES LTD /ADV 23 - 2024-03-31 3,855 $1,299,000 0
   Engrave Wealth Partners LLC 29 - 2023-12-31 4,185 $1,269,000 0
   HBW Advisory Services LLC 107 - 2024-03-31 4,124 $1,250,000 0
   PIN OAK INVESTMENT ADVISORS INC 17 - 2023-12-31 4,060 $1,231,000 0
   OAK HARBOR WEALTH PARTNERS LLC 66 - 2023-12-31 4,011 $1,216,000 0
   EDGEMOOR CAPITAL MANAGEMENT INC 82 - 2023-12-31 3,982 $1,207,000 0
   Taddei Ludwig & Associates Inc. 25 - 2023-12-31 3,932 $1,192,000 0
   Venturi Wealth Management LLC - 2023-12-31 3,928 $1,191,000 0
   Pallas Capital Advisors LLC 194 - 2024-03-31 3,523 $1,187,000 0
   Laurel Wealth Advisors LLC 93 - 2023-12-31 3,800 $1,152,000 0
   Jupiter Wealth Management LLC 41 - 2023-12-31 3,735 $1,132,000 0
   Archford Capital Strategies LLC 115 - 2023-12-31 3,600 $1,091,000 0
   Bank of New Hampshire 88 - 2024-03-31 3,230 $1,089,000 0
   GAMCO INVESTORS INC ET AL 570 - 2023-12-31 3,590 $1,088,000 0
   REGIS MANAGEMENT CO LLC 19 - 2023-12-31 3,549 $1,076,000 0
   SHEETS SMITH & ASSOCIATES INC 130 - 2023-09-30 3,978 $1,058,000 0
   CAPITAL INSIGHT PARTNERS LLC 92 - 2024-03-31 3,092 $1,042,000 0
   Feltz Wealth PLAN Inc. 152 - 2023-12-31 3,387 $1,027,000 0
   HFG Advisors Inc. 32 - 2024-03-31 3,019 $1,018,000 0
   CAPITAL CITY TRUST CO/FL 65 - 2023-12-31 3,308 $1,003,000 0
   CBIZ Investment Advisory Services LLC 24 - 2023-12-31 3,241 $983,000 0
   LYELL WEALTH MANAGEMENT LP 109 - 2023-12-31 3,200 $970,000 0
   FWL INVESTMENT MANAGEMENT LLC 32 - 2023-12-31 3,175 $963,000 0
   OPUS CAPITAL GROUP LLC 50 - 2023-12-31 3,160 $958,000 0
   BSW WEALTH PARTNERS - 2023-12-31 3,138 $951,000 0
   BAKER BOYER NATIONAL BANK 30 - 2024-03-31 2,810 $947,000 0
   Rollins Financial 47 - 2023-12-31 3,117 $945,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 191 - 2024-03-31 2,802 $944,000 0
   Symphony Financial Ltd. Co. 87 - 2024-03-31 2,782 $938,000 0
   UNITED BANK /VA/ 69 - 2023-12-31 3,052 $925,000 0
   NWK Group Inc. 36 - 2023-12-31 3,039 $921,000 0
   LS INVESTMENT ADVISORS, LLC 82 - 2023-12-31 3,016 $914,000 0
   FIRST CITY CAPITAL MANAGEMENT INC 54 - 2023-12-31 2,929 $888,000 0
   MADISON ASSET MANAGEMENT LLC 281 - 2023-12-31 2,906 $881,000 0
  100 Records found
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