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Get Institutions for : 
iShares Russell 2000 Growth (IWO)  
$253.09 3.23 (1.29%) as of 4:30 Fri 4/26


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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  : 
27.68 (12.28%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   Twin Tree Management LP 77 *New 2023-12-31 95,114 $23,990,000 95,114
   MACQUARIE GROUP LTD 709 *New 2023-12-31 67,204 $16,950,000 67,204
   HRT FINANCIAL LLC 108 *New 2023-12-31 52,774 $13,310,000 52,774
   CHURCHILL MANAGEMENT GROUP /CA/ 48 *New 2024-03-31 48,658 $13,176,000 48,658
   AXIOM INTERNATIONAL INVESTORS LLC /DE 76 *New 2023-12-31 50,400 $12,712,000 50,400
   KETTLE HILL CAPITAL MANAGEMENT LLC 18 *New 2023-12-31 43,102 $10,871,000 43,102
   CAPITAL FUND MANAGEMENT S.A. 296 *New 2023-12-31 25,983 $6,553,000 25,983
   SURIENCE PRIVATE WEALTH LLC 5 *New 2023-12-31 22,805 $5,752,000 22,805
   TWO SIGMA ADVISERS, LLC 1032 *New 2023-12-31 12,800 $3,228,000 12,800
   NEUBERGER BERMAN GROUP LLC 1058 *New 2023-12-31 9,884 $2,493,000 9,884
   REDWOOD INVESTMENTS LLC 74 *New 2023-12-31 9,175 $2,326,000 9,175
   GANNETT WELSH & KOTLER 304 *New 2023-12-31 8,188 $2,065,000 8,188
   BALYASNY ASSET MANAGEMENT LLC 1045 *New 2023-12-31 6,646 $1,676,000 6,646
   OPPENHEIMER ASSET MANAGEMENT INC 571 *New 2023-12-31 6,453 $1,628,000 6,453
   First Light Asset Management LLC 45 *New 2023-12-31 5,929 $1,495,000 5,929
   LEUCADIA NATIONAL CORP -- Notable Guru -- 490 *New 2023-12-31 5,484 $1,383,000 5,484
   PIER 88 INVESTMENT PARTNERS LLC 21 *New 2023-12-31 5,300 $1,337,000 5,300
   Simplicity WealthLLC 451 *New 2024-03-31 4,844 $1,312,000 4,844
   TAP Consulting LLC 94 *New 2024-03-31 4,462 $1,208,000 4,462
   COLONY GROUP, LLC 451 *New 2023-12-31 3,947 $996,000 3,947
   Symmetry Investments LP 100 *New 2023-12-31 3,900 $984,000 3,900
   Ground Swell Capital LLC 5 *New 2023-12-31 3,521 $888,000 3,521
   SPRINGBOK CAPITAL MANAGEMENT LLC 291 *New 2023-12-31 3,200 $807,000 3,200
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 297 *New 2024-03-31 2,580 $698,000 2,580
   Strategies Wealth Advisors LLC 50 *New 2024-03-31 2,547 $690,000 2,547
   DF DENT & CO INC 178 *New 2023-12-31 2,442 $616,000 2,442
   Hardy Reed LLC *New 2023-12-31 2,256 $569,000 2,256
   FIRST CITIZENS BANK & TRUST CO 312 *New 2024-03-31 1,970 $533,000 1,970
   Advisor OS LLC 211 *New 2023-12-31 2,015 $508,000 2,015
   Leisure Capital Management 100 *New 2023-12-31 1,881 $474,000 1,881
   DiMeo Schneider & Associates L.L.C. 79 *New 2023-12-31 1,849 $466,000 1,849
   L.M. KOHN & COMPANY 150 *New 2024-03-31 1,689 $457,000 1,689
   GRANAHAN INVESTMENT MANAGEMENT INC/MA 175 *New 2023-12-31 1,803 $455,000 1,803
   Lakeview Capital Partners LLC 255 *New 2023-12-31 1,726 $435,000 1,726
   MITCHELL SINKLER & STARR/PA 137 *New 2023-12-31 1,716 $433,000 1,716
   PFG Investments LLC 599 *New 2024-03-31 1,550 $420,000 1,550
   Harvest Fund Management Co. Ltd 126 *New 2023-12-31 1,651 $417,000 1,651
   MidWestOne Financial Group Inc. 222 *New 2023-12-31 1,479 $373,000 1,479
   Smith Group Asset Management LLC 145 *New 2023-12-31 1,450 $366,000 1,450
   WESTFIELD CAPITAL MANAGEMENT CO LLC 236 *New 2023-12-31 1,445 $364,000 1,445
   NewEdge Wealth LLC 593 *New 2023-12-31 1,328 $335,000 1,328
   Arete Wealth Advisors LLC 540 *New 2023-12-31 1,254 $316,000 1,254
   Selective Wealth Management 80 *New 2024-03-31 1,200 $311,000 1,200
   OBERWEIS ASSET MANAGEMENT INC/ 184 *New 2023-12-31 1,225 $309,000 1,225
   F3Logic LLC 136 *New 2022-12-31 1,401 $300,000 1,401
   Richardson Capital Management LLC 21 *New 2024-03-31 1,091 $295,000 1,091
   Advance Capital Management Inc. 112 *New 2024-03-31 1,090 $295,000 1,090
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 289 *New 2023-12-31 1,073 $271,000 1,073
   Spouting Rock Asset Management LLC 99 *New 2023-12-31 1,038 $262,000 1,038
   Capital Investment Advisors LLC 522 *New 2024-03-31 939 $254,000 939
   K.J. HARRISON & PARTNERS INC 187 *New 2024-03-31 928 $251,000 928
   Presidio Capital Management LLC 42 *New 2024-03-31 862 $233,000 862
   Green Harvest Asset Management LLC 174 *New 2023-12-31 919 $232,000 919
   Nvest Financial LLC 74 *New 2024-03-31 842 $228,000 842
   Comprehensive Portfolio Management LLC 718 *New 2024-03-31 829 $224,000 829
   CREDIT SUISSE/ 2843 *New 2023-12-31 876 $221,000 876
   Pointe Capital Management LLC 138 *New 2023-12-31 865 $218,000 865
   Clarius Group LLC 431 *New 2024-03-31 800 $217,000 800
   MATTERN CAPITAL MANAGEMENT LLC 133 *New 2023-12-31 858 $216,000 858
   HFG Advisors Inc. 96 *New 2024-03-31 784 $212,000 784
   Compass Ion Advisors LLC 211 *New 2024-03-31 769 $208,000 769
   MAYPORT LLC 81 *New 2024-03-31 769 $208,000 769
   HODGES CAPITAL MANAGEMENT INC. 207 *New 2024-03-31 767 $208,000 767
   Trust Co of the South 114 *New 2024-03-31 765 $207,000 765
   CRA Financial Services LLC 231 *New 2024-03-31 764 $207,000 764
   Davis Investment Partners LLC 113 *New 2024-03-31 800 $207,000 800
   WEST BANCORPORATION INC *New 2023-12-31 821 $207,000 821
   SeaCrest Wealth Management LLC 562 *New 2024-03-31 758 $205,000 758
   Fragasso Group Inc. 257 *New 2024-03-31 756 $205,000 756
   River Wealth Advisors LLC 203 *New 2023-12-31 807 $204,000 807
   Berkshire Bank 142 *New 2024-03-31 750 $203,000 750
   CAPROCK Group Inc. 648 *New 2023-12-31 799 $202,000 799
   Family Investment Center Inc. 78 *New 2024-03-31 743 $201,000 743
   Personal Capital Advisors Corp 470 *New 2022-12-31 938 $201,000 938
   FIRST UNITED BANK TRUST/ 158 *New 2023-12-31 618 $156,000 618
   MA GREENWOOD & ASSOCIATES INC 118 *New 2023-12-31 520 $131,000 520
   Planning Capital Management Corp 150 *New 2024-03-31 303 $82,000 303
   TD Waterhouse Canada Inc. 946 *New 2023-12-31 155 $50,000 155
   GAMMA Investing LLC 1451 *New 2024-03-31 95 $26,000 95
   LifeSteps Financial Inc. 231 *New 2024-03-31 69 $19,000 69
   MCMILLION CAPITAL MANAGEMENT INC 134 *New 2023-06-30 70 $17,000 70
   MEADOWBROOK INVESTMENT ADVISORS LLC 253 *New 2023-12-31 35 $9,000 35
   IAG Wealth Partners LLC 337 *New 2024-03-31 29 $8,000 29
   Ambassador Advisors LLC 228 *New 2023-12-31 32 $8,000 32
   PACIFIC CAPITAL WEALTH ADVISORS INC 231 *New 2023-12-31 33 $8,000 33
   Life Planning Partners Inc 167 *New 2023-12-31 30 $8,000 30
   CarsonAllaria Wealth Management Ltd. 239 *New 2023-12-31 26 $7,000 26
   Raleigh Capital Management Inc. 708 *New 2023-12-31 22 $6,000 22
   KESSLER INVESTMENT GROUP, LLC 143 *New 2024-03-31 14 $4,000 14
   First Command Advisory Services Inc. 414 *New 2023-12-31 12 $3,000 12
   Game Plan Financial Advisors LLC 264 *New 2024-03-31 10 $3,000 10
   Scarborough Advisors LLC 548 *New 2023-12-31 8 $2,000 8
   WOODMONT INVESTMENT COUNSEL LLC 363 *New 2024-03-31 8 $2,000 8
   HALLMARK CAPITAL MANAGEMENT INC 308 *New 2023-12-31 0 $0 0
  96 Records found
  1    
  Page 1 of 1
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