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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
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 106 - 2024-03-31 105,534 $26,618,000 0
   DUFF & PHELPS INVESTMENT MANAGEMENT CO 112 - 2023-12-31 46,870 $11,822,000 0
   CB&T WEALTH MANAGEMENT 5 - 2024-03-31 29,723 $8,049,000 0
   SEQUENT ASSET MANAGEMENT, LLC 8 - 2024-03-31 25,631 $6,941,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 128 - 2024-03-31 17,281 $4,680,000 0
   QUADRANT CAPITAL GROUP LLC 40 - 2023-12-31 16,321 $4,116,000 0
   Ariston Services Group 10 - 2024-03-31 11,810 $3,198,000 0
   MOODY LYNN & CO/ 81 - 2024-03-31 10,799 $2,924,000 0
   TOMPKINS FINANCIAL CORP 59 - 2024-03-31 10,222 $2,768,000 0
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 59 - 2023-12-31 9,039 $2,280,000 0
   CHEMUNG CANAL TRUST CO 58 - 2024-03-31 7,609 $2,061,000 0
   WASHINGTON TRUST BANK 80 - 2023-12-31 7,506 $1,893,000 0
   jvl associates llc 20 - 2024-03-31 6,750 $1,828,000 0
   PRICE T ROWE ASSOCIATES INC /MD/ 1631 - 2023-12-31 6,519 $1,645,000 0
   Financial Gravity Wealth Inc. 168 - 2023-12-31 779 $1,560,000 0
   HAVERFORD TRUST CO 184 - 2023-12-31 6,011 $1,516,000 0
   YALE CAPITAL CORP 204 - 2023-12-31 5,990 $1,511,000 0
   CHATHAM CAPITAL GROUP INC 101 - 2024-03-31 5,140 $1,392,000 0
   Vawter Financial Ltd. 22 - 2023-12-31 5,307 $1,338,000 0
   OAK HILL INVESTMENT MANAGEMENT, L.P. 80 - 2023-12-31 5,145 $1,298,000 0
   Carlson Capital Management 40 - 2024-03-31 4,501 $1,219,000 0
   KISTLERTIFFANY COMPANIES, LLC 117 - 2023-06-30 4,282 $1,039,000 0
   JNB Advisors LLC 177 - 2023-12-31 3,642 $919,000 0
   Keudell/Morrison Wealth Management 70 - 2023-12-31 3,399 $857,000 0
   FIRST NATIONAL BANK SIOUX FALLS 46 - 2024-03-31 3,159 $855,000 0
   STATE BANK & TRUST 108 - 2024-03-31 3,109 $842,000 0
   KOCHIS FITZ/QUINTILE LLC 156 - 2024-03-31 3,004 $813,000 0
   GFS ADVISORS, LLC 95 - 2024-03-31 3,000 $812,000 0
   ACIMA PRIVATE WEALTH LLC 61 - 2023-12-31 3,170 $800,000 0
   WEST COAST FINANCIAL LLC 82 - 2024-03-31 2,886 $782,000 0
   Intergy Private Wealth LLC 48 - 2024-03-31 2,819 $763,000 0
   ALESCO ADVISORS LLC 103 - 2023-12-31 3,000 $757,000 0
   CI INVESTMENTS INC 388 - 2023-12-31 2,996 $756,000 0
   FULTON BANK, N.A. 283 - 2024-03-31 2,441 $661,000 0
   GABLES CAPITAL MANAGEMENT INC. 55 - 2023-12-31 2,575 $649,000 0
   HOLLENCREST SECURITIES LLC 162 - 2023-12-31 2,566 $647,000 0
   Navis Wealth Advisors LLC 27 - 2023-12-31 2,535 $639,000 0
   GARRISON POINT ADVISORS LLC 73 - 2023-12-31 2,492 $629,000 0
   LS INVESTMENT ADVISORS, LLC 93 - 2023-12-31 2,475 $624,000 0
   First National Bank 49 - 2024-03-31 2,260 $612,000 0
   Consilium Wealth Advisory LLC 53 - 2023-12-31 2,416 $609,000 0
   Sepio Capital LLC 204 - 2023-12-31 2,287 $577,000 0
   ETFIDEA LLC - 2023-12-31 2,247 $567,000 0
   TRANSATLANTIQUE PRIVATE WEALTH LLC 124 - 2023-12-31 2,200 $555,000 0
   HM PAYSON & CO 264 - 2023-12-31 2,172 $548,000 0
   Plancorp LLC 153 - 2023-12-31 2,121 $535,000 0
   MORRIS FINANCIAL CONCEPTS INC. 53 - 2024-03-31 1,957 $530,000 0
   NTV ASSET MANAGEMENT LLC 149 - 2023-12-31 2,078 $524,000 0
   Armstrong Fleming & Moore Inc 55 - 2024-03-31 1,880 $509,000 0
   Genesee Capital Advisors LLC 70 - 2024-03-31 1,840 $498,000 0
   PALISADE ASSET MANAGEMENT, LLC 149 - 2023-12-31 1,922 $485,000 0
   Verdence Capital Advisors LLC 358 - 2024-03-31 1,747 $473,000 0
   SMITHFIELD TRUST CO 209 - 2023-12-31 1,863 $470,000 0
   Trifecta Capital Advisors LLC 70 - 2024-03-31 1,737 $470,000 0
   CHAPIN DAVIS INC. 137 - 2024-03-31 1,685 $456,000 0
   BESSEMER GROUP INC 855 - 2023-12-31 1,774 $447,000 0
   ALLEN INVESTMENT MANAGEMENT LLC 171 - 2023-12-31 1,720 $434,000 0
   Athena Investment Management 85 - 2023-12-31 1,694 $427,000 0
   Jupiter Wealth Management LLC 67 - 2023-12-31 1,683 $424,000 0
   WARNER FINANCIAL INC 78 - 2024-03-31 1,557 $422,000 0
   Platte River Wealth Advisors LLC 66 - 2024-03-31 1,555 $421,000 0
   Investmark Advisory Group LLC 73 - 2023-12-31 1,670 $421,000 0
   LINSCOMB & WILLIAMS INC 223 - 2023-12-31 1,615 $407,000 0
   ANDERSON HOAGLAND & CO 117 - 2024-03-31 1,555 $403,000 0
   Patriot Investment Management Inc. 181 - 2024-03-31 1,470 $398,000 0
   Joel Isaacson & Co. LLC - 2023-12-31 1,481 $374,000 0
   BERKSHIRE ASSET MANAGEMENT INC/PA 179 - 2023-12-31 1,462 $369,000 0
   TBH Global Asset Management LLC 180 - 2023-12-31 1,460 $368,000 0
   FIRST MERCHANTS CORP 189 - 2024-03-31 1,354 $367,000 0
   BANGOR SAVINGS BANK 176 - 2024-03-31 1,351 $366,000 0
   Lion Street Advisors LLC 154 - 2024-03-31 1,407 $355,000 0
   EPIQ PARTNERS LLC 52 - 2024-03-31 1,300 $352,000 0
   Key Financial Inc 158 - 2023-12-31 1,394 $352,000 0
   KLINGENSTEIN FIELDS & CO LLC 136 - 2023-12-31 1,371 $346,000 0
   Citizens National Bank Trust Department 136 - 2023-12-31 1,340 $338,000 0
   EVOKE WEALTH LLC 498 - 2023-12-31 1,341 $338,000 0
   Oder Investment Management LLC 76 - 2023-12-31 1,330 $335,000 0
   S&CO INC 161 - 2023-12-31 1,329 $335,000 0
   INGALLS & SNYDER LLC 323 - 2023-12-31 1,287 $325,000 0
   Keystone Wealth Services LLC 163 - 2024-03-31 1,197 $324,000 0
   Financial Guidance Group Inc. - 2023-12-31 1,260 $318,000 0
   Shilanski & Associates Inc. 78 - 2024-03-31 1,175 $318,000 0
   Paladin Advisory Group LLC 62 - 2023-12-31 1,259 $318,000 0
   Financial Partners Group Inc 127 - 2023-12-31 1,230 $310,000 0
   Arbor Investment Advisors LLC 84 - 2024-03-31 1,120 $303,000 0
   ROOF EIDAM & MAYCOCK/ADV 99 - 2023-12-31 1,179 $297,000 0
   LMR Partners LLP 354 - 2023-12-31 1,169 $295,000 0
   FCG Investment Co 90 - 2024-03-31 1,091 $295,000 0
   Levin Easterly Partners LLC 171 - 2023-12-31 1,171 $295,000 0
   NELSON ROBERTS INVESTMENT ADVISORS, LLC - 2023-12-31 1,150 $290,000 0
   Aprio Wealth Management LLC 162 - 2024-03-31 1,061 $287,000 0
   SMITHBRIDGE ASSET MANAGEMENT INC/DE 126 - 2023-12-31 1,131 $285,000 0
   THOMPSON SIEGEL & WALMSLEY LLC 326 - 2023-12-31 1,107 $279,000 0
   SMITH, SALLEY & ASSOCIATES - 2023-12-31 1,104 $278,000 0
   OAK HARBOR WEALTH PARTNERS LLC 140 - 2024-03-31 1,026 $278,000 0
   BIP Wealth LLC 163 - 2023-12-31 1,087 $274,000 0
   MADISON ASSET MANAGEMENT LLC 308 - 2023-12-31 1,082 $273,000 0
   MITCHELL MCLEOD PUGH & WILLIAMS INC 212 - 2023-12-31 1,073 $271,000 0
   Austin Private Wealth LLC 180 - 2024-03-31 1,019 $270,000 0
   REGENT INVESTMENT MANAGEMENT LLC 183 - 2022-12-31 1,250 $268,000 0
  100 Records found
  1    
  Page 1 of 1
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