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Get Institutions for : 
iShares Russell 2000 Growth (IWO)  
$270.77 5.14 (1.94%) as of 4:30 Wed 3/27


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 864    30
Total shares held : 
32,537,550  
% of shares held : 
78.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  83  
Amount of shares held : 
436,643  
% of shares held change : 
  1.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$221.43  
Last Quarter's Ending Price : 
$252.22  
Last Quarter's Average Price
$225.41  
Change from last quarter's     
avg. price to the last closing  : 
45.36 (20.12%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
77
 845,784
 2.6%
 
Increased Positions :
299
 2,162,393
 6.65%
 
Unchanged Positions :
242
 1,808,624
 5.56%
 
Decreased Positions :
246
-1,831,759
-5.63%
 
Closed Positions :
47
-739,775
-2.27%
 
Guru Positions :
1
5,484
 0.02%
 
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
   MORGAN STANLEY 248 - 2023-12-31 3,339,712 $842,342,000 304,664
   BANK OF AMERICA CORP /DE/ 225 - 2023-12-31 3,262,060 $822,757,000 159,576
   BABSON CAPITAL MANAGEMENT LLC 3 - 2023-12-31 1,505,250 $379,654,000 47,200
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 1,343,561 $338,873,000 -10,426
   TIAA FSB 22 - 2023-06-30 1,373,161 $333,211,000 -143,334
   ENVESTNET ASSET MANAGEMENT INC 169 - 2023-12-31 1,108,247 $279,522,000 -44,102
   WELLS FARGO & CO/MN 244 - 2023-12-31 976,557 $246,307,000 65,651
   Cassaday & Co Wealth Management LLC 3 - 2023-12-31 822,438 $207,435,000 4,193
   GOLDMAN SACHS GROUP INC/ 453 - 2023-12-31 714,572 $180,229,000 -5,847
   COMMONWEALTH EQUITY SERVICES LLC. 57 - 2023-12-31 697,063 $175,813,000 27,706
   PNC FINANCIAL SERVICES GROUP INC 122 - 2023-12-31 679,883 $171,480,000 -99,622
   COHEN KLINGENSTEIN, LLC 2 - 2023-12-31 566,974 $143,002,000 0
   UBS Group AG 334 - 2023-12-31 543,888 $137,179,000 -228,598
   Alaska Permanent Fund Corp 16 - 2023-12-31 512,689 $129,310,000 0
   ALLIANCEBERNSTEIN L.P. 358 - 2023-12-31 463,435 $116,888,000 6,576
   US BANCORP 113 - 2023-12-31 452,711 $114,183,000 -2,456
   DAVIDSON D A & CO 12 - 2023-12-31 452,048 $114,016,000 5,281
   M&T BANK CORP 54 - 2023-12-31 445,110 $112,265,000 2,002
   NORTHERN TRUST CORP 591 - 2023-12-31 437,255 $110,284,000 3,607
   J P MORGAN CHASE & CO 801 - 2023-12-31 405,032 $102,157,000 144,583
   ROYAL BANK OF CANADA 481 - 2023-12-31 394,788 $99,574,000 37,134
   AMERIVEST INVESTMENT MANAGEMENT LLC 19 - 2023-06-30 393,330 $95,446,000 -17,952
   LPL FINANCIAL CORP 306 - 2023-12-31 362,949 $91,543,000 7,435
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 637 - 2023-12-31 340,164 $85,796,000 -25,554
   FINANCIAL ENGINES ADVISORS L.L.C. 42 - 2023-12-31 324,097 $81,744,000 -2,355
   FMR LLC 1108 - 2023-12-31 310,611 $78,342,000 37,398
   COMMERCE BANK N A/MO 52 - 2023-12-31 280,600 $70,773,000 -13,158
   BANK OF NEW YORK MELLON CORP 847 - 2023-12-31 270,284 $68,171,000 -10,724
   BROWN ADVISORY HOLDINGS INC 175 - 2023-12-31 240,593 $60,682,000 25,876
   RAYMOND JAMES & ASSOCIATES 343 - 2023-12-31 231,910 $58,492,000 81,123
   SEI INVESTMENTS CO 242 - 2023-12-31 214,160 $54,014,000 6,275
   Badgley Phelps Wealth Managers LLC 18 - 2023-12-31 195,597 $49,334,000 14,038
   CREATIVE PLANNING 130 - 2023-12-31 183,717 $46,337,000 -58,245
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 203 - 2023-12-31 170,056 $42,900,000 43,530
   Cresset Asset Management LLC 54 - 2023-12-31 168,665 $42,541,000 10,270
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 175 - 2023-12-31 160,020 $40,360,000 1,766
   FINANCIAL NETWORK 93 - 2023-12-31 157,069 $39,616,000 15,784
   KEYBANK NATIONAL ASSOCIATION/OH 119 - 2023-12-31 156,251 $39,410,000 -1,637
   BB&T CORP 269 - 2023-12-31 154,807 $39,045,000 -16,727
   CI Private Wealth LLC 265 - 2023-12-31 151,088 $38,107,000 -307,201
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 195 - 2023-09-30 166,485 $37,318,000 -5,625
   WELLINGTON MANAGEMENT CO LLP 784 - 2023-12-31 147,678 $37,247,000 -42,874
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 304 - 2023-12-31 145,030 $36,580,000 4,722
   SILVERCREST ASSET MANAGEMENT GROUP LLC 132 - 2023-12-31 134,160 $33,838,000 20,162
   Advisor Group Holdings Inc. 307 - 2023-12-31 133,423 $33,648,000 -31,696
   PACIFIC LIFE FUND ADVISORS LLC 11 *New 2023-12-31 133,138 $33,580,000 133,138
   BNP PARIBAS ARBITRAGE SA 335 - 2023-12-31 133,102 $33,571,000 14,099
   Orion Portfolio Solutions LLC 46 - 2023-12-31 133,009 $32,920,000 -5,102
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 14 - 2023-12-31 129,712 $32,716,000 -1,668
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 253 - 2023-12-31 128,314 $32,363,000 114,151
   Shepherd Financial Partners LLC 6 - 2023-12-31 117,771 $29,704,000 5,807
   CLS INVESTMENT FIRM LLC 26 - 2022-12-31 135,089 $28,979,000 -37
   AMERIPRISE FINANCIAL INC 1083 - 2023-12-31 108,068 $27,254,000 10,849
   CITIGROUP INC 480 - 2023-12-31 107,486 $27,110,000 -12,862
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 106 - 2023-12-31 105,534 $26,618,000 0
   RSM US WEALTH MANAGEMENT LLC 36 - 2023-12-31 104,651 $26,395,000 -7,069
   CSM Advisors LLC 9 *New 2023-12-31 104,000 $26,231,000 104,000
   NSI Retail Advisors LLC 6 *New 2023-12-31 104,000 $26,231,000 104,000
   STEPHENS INC /AR/ 51 - 2023-12-31 100,872 $25,442,000 -3,491
   Rockefeller Capital Management L.P. 246 - 2023-12-31 98,801 $24,920,000 3,327
   Waldron LP 19 - 2023-12-31 95,741 $24,147,000 -1,847
   Twin Tree Management LP 77 *New 2023-12-31 95,114 $23,990,000 95,114
   MCCORMACK ADVISORS INTERNATIONAL 70 - 2023-12-31 94,269 $23,777,000 1,237
   TIMESSQUARE CAPITAL MANAGEMENT LLC 106 - 2023-12-31 93,780 $23,653,000 19,280
   Pathstone Holdings LLC 116 - 2023-12-31 93,326 $23,539,000 0
   CAPTRUST FINANCIAL ADVISORS 212 - 2023-12-31 91,670 $23,121,000 2,710
   WEISS CAPITAL LLC 8 - 2023-12-31 90,116 $22,729,000 90,116
   Cetera Investment Advisers 109 - 2023-12-31 88,781 $22,392,000 -827
   HIGHTOWER ADVISORS, LLC 437 - 2023-12-31 88,649 $22,390,000 2,829
   FIERA SCEPTRE INC. 142 - 2023-12-31 88,715 $22,376,000 86,370
   STIFEL FINANCIAL CORP 482 - 2023-12-31 86,192 $21,745,000 12,476
   MONETA GROUP INVESTMENT ADVISORS INC 47 - 2023-12-31 84,474 $21,306,000 -515
   SRS Capital Advisors Inc. 15 - 2023-12-31 84,126 $21,218,000 -96
   PATHSTONE FAMILY OFFICE, LLC 92 - 2023-09-30 391,767 $20,742,000 385,180
   Baird Financial Group Inc. 313 - 2023-12-31 82,235 $20,741,000 -11,636
   BANK OF MONTREAL /CAN/ 682 - 2023-12-31 77,655 $19,939,000 2,965
   WoodTrust Financial Corp - 2023-12-31 78,416 $19,778,000 4,134
   Congress Wealth Management LLC / DE / 66 - 2023-12-31 75,464 $19,034,000 40,642
   COMERICA BANK 214 - 2023-12-31 75,210 $18,969,000 -1,387
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 185 - 2023-12-31 75,097 $18,941,000 97
   AE Wealth Management LLC 248 - 2023-12-31 74,113 $18,290,000 30,726
   BLACKROCK INC. 2982 - 2023-12-31 71,321 $17,989,000 23,445
   VAUGHAN AND COMPANY SECURITIES INC. - 2023-12-31 70,406 $17,758,000 1,999
   Covenant Partners LLC 7 - 2023-12-31 68,601 $17,302,000 2,361
   MACQUARIE GROUP LTD 709 *New 2023-12-31 67,204 $16,950,000 67,204
   Crestone Asset Management LLC 10 - 2023-12-31 65,940 $16,631,000 682
   BARCLAYS PLC 799 - 2023-12-31 65,711 $16,574,000 64,911
   MARINER WEALTH ADVISORS, LLC 346 - 2023-12-31 63,412 $15,994,000 2,367
   JANNEY MONTGOMERY SCOTT LLC 359 - 2023-12-31 63,273 $15,959,000 32,869
   MML INVESTORS SERVICES LLC 266 - 2023-12-31 63,114 $15,919,000 -20
   GENEVA CAPITAL MANAGEMENT LTD/WI 86 - 2023-12-31 62,051 $15,651,000 20,254
   Kestra Advisory Services LLC 174 - 2023-12-31 61,056 $15,400,000 327
   Flaharty Asset Management LLC 19 - 2023-12-31 60,666 $15,301,000 418
   GELLER FAMILY OFFICE SERVICES LLC 8 - 2023-12-31 58,850 $14,843,000 22,118
   FIFTH THIRD BANCORP 203 - 2023-12-31 56,278 $14,194,000 -1,175
   AMG NATIONAL TRUST BANK 41 - 2023-12-31 55,653 $14,037,000 -1,134
   HPM Partners LLC - 2023-12-31 55,074 $13,891,000 19,125
   WADE G W & INC 61 - 2023-12-31 54,894 $13,845,000 1,560
   PRUDENTIAL FINANCIAL INC 553 - 2023-12-31 53,450 $13,481,000 3,712
   FTB Advisors Inc. 73 - 2023-12-31 53,195 $13,417,000 8,508

  100 Records found
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