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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
   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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 57 - 2023-12-31 697,063 $175,813,000 27,706
   ALLIANCEBERNSTEIN L.P. 358 - 2023-12-31 463,435 $116,888,000 6,576
   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
   LPL FINANCIAL CORP 306 - 2023-12-31 362,949 $91,543,000 7,435
   RAYMOND JAMES & ASSOCIATES 290 - 2024-03-31 311,272 $84,292,000 79,362
   FMR LLC 1108 - 2023-12-31 310,611 $78,342,000 37,398
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 170 - 2024-03-31 174,775 $47,329,000 14,755
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 297 - 2024-03-31 151,034 $40,900,000 6,004
   FINANCIAL NETWORK 93 - 2023-12-31 157,069 $39,616,000 15,784
   Shepherd Financial Partners LLC 6 - 2024-03-31 130,364 $35,305,000 12,593
   SILVERCREST ASSET MANAGEMENT GROUP LLC 132 - 2023-12-31 134,160 $33,838,000 20,162
   BNP PARIBAS ARBITRAGE SA 335 - 2023-12-31 133,102 $33,571,000 14,099
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 253 - 2023-12-31 128,314 $32,363,000 114,151
   AMERIPRISE FINANCIAL INC 1083 - 2023-12-31 108,068 $27,254,000 10,849
   Rockefeller Capital Management L.P. 246 - 2023-12-31 98,801 $24,920,000 3,327
   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
   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
   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
   PATHSTONE FAMILY OFFICE, LLC 92 - 2023-09-30 391,767 $20,742,000 385,180
   BANK OF MONTREAL /CAN/ 682 - 2023-12-31 77,655 $19,939,000 2,965
   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
   Crestone Asset Management LLC 11 - 2024-03-31 67,326 $18,232,000 1,386
   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
   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
   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
   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
   MULTIFINANCIAL SECURITIES CORP 118 - 2023-12-31 52,340 $13,201,000 1,227
   LMG Wealth Partners LLC - 2023-12-31 45,066 $11,367,000 39
   MMA ASSET MANAGEMENT LLC 4 - 2023-12-31 42,122 $10,826,000 485
   WILLIAM BLAIR INVESTMENT MANAGEMENT LLC 319 - 2023-12-31 42,745 $10,781,000 13,754
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 249 - 2023-12-31 40,021 $10,099,000 4,581
   BLAIR WILLIAM & CO/IL 326 - 2023-12-31 38,431 $9,693,000 5,638
   Erickson Financial Group LLC 5 - 2023-12-31 36,632 $9,239,000 619
   CLARK CAPITAL MANAGEMENT GROUP INC 153 - 2023-12-31 35,672 $8,997,000 4,000
   Goss Wealth Management LLC 221 - 2023-12-31 35,054 $8,739,000 6,114
   Quent Capital LLC 18 - 2023-12-31 34,473 $8,695,000 2,411
   Steward Partners Investment Advisory LLC 187 - 2023-12-31 33,995 $8,574,000 3,898
   JONES FINANCIAL COMPANIES LLLP 113 - 2023-12-31 33,730 $8,507,000 1,926
   FSA Wealth Management LLC 7 - 2023-12-31 33,223 $8,379,000 141
   JOHNSON INVESTMENT COUNSEL INC 120 - 2023-12-31 33,083 $8,344,000 2,480
   Tobias Financial Advisors Inc. 12 - 2023-12-31 32,161 $8,112,000 774
   CAROLINAS WEALTH CONSULTING LLC 14 - 2023-12-31 30,468 $7,685,000 237
   TAYLOR INVESTMENT COUNSELORS LLC 21 - 2023-12-31 30,428 $7,675,000 175
   MODERA WEALTH MANAGEMENT, LLC 124 - 2023-12-31 28,995 $7,313,000 21,659
   LBJ Family Wealth Advisors Ltd. 8 - 2024-03-31 26,343 $7,134,000 19
   Oldfather Financial Services LLC 9 - 2024-03-31 25,946 $7,026,000 539
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 591 - 2024-03-31 25,496 $6,904,000 5,471
   MERCER GLOBAL ADVISORS INC /ADV 386 - 2023-12-31 27,102 $6,836,000 196
   Confluence Wealth Services Inc. 23 - 2024-03-31 25,028 $6,778,000 4,823
   EP WEALTH ADVISORS, INC. 136 - 2023-12-31 24,727 $6,237,000 1,797
   Team Hewins LLC 16 - 2023-12-31 23,558 $5,942,000 557
   CULLEN FROST BANKERS INC 193 - 2023-12-31 22,884 $5,772,000 6,373
   STEPHENS GROUP ASSET MANAGEMENT LLC 19 - 2024-03-31 20,849 $5,646,000 5
   Atlantic Trust Group LLC 375 - 2023-12-31 21,584 $5,444,000 39
   360 Financial Inc. 13 - 2023-12-31 21,161 $5,337,000 21,161
   Occidental Asset Management LLC 22 - 2024-03-31 19,335 $5,236,000 512
   H D Vest Advisory Services 284 - 2023-12-31 19,656 $4,958,000 11,635
   Rodgers & Associates LTD 33 - 2023-12-31 19,314 $4,871,000 1,046
   COLUMBIA ADVISORY PARTNERS LLC 7 - 2024-03-31 17,475 $4,732,000 747
   PRINCIPAL FINANCIAL GROUP INC 1582 - 2023-12-31 18,250 $4,603,000 2,325
   XML Financial LLC 63 - 2023-12-31 18,191 $4,588,000 932
   KESTRA PRIVATE WEALTH SERVICES LLC 202 - 2023-12-31 18,129 $4,572,000 5,367
   ALGER FRED MANAGEMENT INC 255 - 2023-12-31 18,084 $4,561,000 16,702
   BP WEALTH MANAGEMENT LLC 168 - 2023-12-31 17,960 $4,530,000 2,490
   CWM LLC 437 - 2024-03-31 16,637 $4,505,000 1,829
   FRANKLIN RESOURCES INC 1090 - 2023-12-31 17,530 $4,421,000 227
   Larson Financial Group LLC 52 - 2023-12-31 17,514 $4,417,000 202
   OPPENHEIMER & CO INC 295 - 2023-12-31 16,469 $4,154,000 395
   EAGLE ASSET MANAGEMENT INC 389 - 2023-12-31 16,411 $4,139,000 13,945
   Idaho Trust Bank 13 - 2023-12-31 16,406 $4,138,000 3,116
   OAK RIDGE INVESTMENTS LLC 61 - 2023-12-31 16,035 $4,044,000 16,035
   SAND HILL ADVISORS INC/CA 75 - 2023-12-31 15,563 $3,925,000 8,946
   WELCH & FORBES LLC 139 - 2023-12-31 15,175 $3,827,000 7
  100 Records found
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