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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Prosperity Consulting Group LLC 203 *Closed 2023-12-31 0 $0 -1,083
   WSFS CAPITAL MANAGEMENT LLC 412 *Closed 2023-12-31 0 $0 -2,715
   FDX ADVISORS, INC. 675 *Closed 2023-12-31 0 $0 -15,743
   BOURGEON CAPITAL MANAGEMENT LLC 121 *Closed 2024-03-31 0 $0 -274
   Princeton Global Asset Management LLC *Closed 2023-12-31 0 $0 -28
   VICTORY CAPITAL MANAGEMENT INC 2506 *Closed 2023-12-31 0 $0 -568,420
   V Wealth ManagementLLC 135 *Closed 2023-09-30 0 $0 -2,236
   One Wealth Advisors LLC 256 *Closed 2024-03-31 0 $0 -1,302
   Lehman & Derafelo Financial Resources LLC 139 *Closed 2022-12-31 0 $0 -251
   Premier Path Wealth Partners LLC 344 *Closed 2024-03-31 0 $0 -2,751
   PHOCAS FINANCIAL CORP 161 *Closed 2023-12-31 0 $0 -2,115
   Annapolis Financial Services LLC 373 *Closed 2024-03-31 0 $0 -25
   New Legacy Group LLC 29 *Closed 2023-09-30 0 $0 -862
   Stratos Wealth Advisors LLC 707 *Closed 2024-03-31 0 $0 -1,693
   Balentine LLC 595 *Closed 2023-12-31 0 $0 -377
   Patriot Financial Group Insurance Agency LLC 465 *Closed 2023-12-31 0 $0 -1,116
   WoodTrust Financial Corp 159 *Closed 2024-03-31 0 $0 -78,416
   JACOBS LEVY EQUITY MANAGEMENT INC 1055 *Closed 2023-12-31 0 $0 -26,600
   QRG CAPITAL MANAGEMENT INC. 1040 *Closed 2023-12-31 0 $0 -1,111
   Bridge City Capital LLC 111 *Closed 2024-03-31 0 $0 -835
   KINGSWOOD WEALTH ADVISORS LLC 647 *Closed 2024-03-31 0 $0 -882
   Squarepoint Ops LLC 2627 *Closed 2023-12-31 0 $0 -13,721
   Stonebridge Capital Advisors LLC 589 *Closed 2023-12-31 0 $0 -330
   Trexquant Investment LP 1666 *Closed 2023-12-31 0 $0 -7,710
   SEGALL BRYANT & HAMILL 420 *Closed 2023-12-31 0 $0 -13,823
   Coppell Advisory Solutions Corp. 946 *Closed 2023-03-31 0 $0 -549
   InterOcean Capital Group LLC 466 *Closed 2023-12-31 0 $0 -2,808
   Planned Solutions Inc. 409 *Closed 2024-03-31 0 $0 -4
   VERITABLE LP 311 *Closed 2023-09-30 0 $0 -87,564
   Eagle Strategies LLC 303 *Closed 2024-03-31 0 $0 -6,056
   FNY Investment Advisers LLC 577 *Closed 2023-12-31 0 $0 -300
   Canton Hathaway LLC 247 *Closed 2023-12-31 0 $0 -145
   WASATCH ADVISORS INC 265 *Closed 2024-03-31 0 $0 -2,244
   Kovack Advisors Inc. 516 *Closed 2024-03-31 0 $0 -871
   Apexium Financial LP 270 *Closed 2024-03-31 0 $0 -1,103
   American Trust 308 *Closed 2023-12-31 0 $0 -970
   Moss Adams Wealth Advisors LLC 167 *Closed 2023-12-31 0 $0 0
   Cape Investment Advisory Inc. 1114 *Closed 2023-12-31 0 $0 -92
   Schneider Downs Wealth Management Advisors LP 127 *Closed 2023-12-31 0 $0 -2,116
   SYSTM Wealth Solutions LLC 1071 *Closed 2024-03-31 0 $0 -43
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP *Closed 2023-12-31 0 $0 -27,479
   Windward Private Wealth Management Inc. 51 *Closed 2023-12-31 0 $0 -936
   ZEKE CAPITAL ADVISORS, LLC 541 *Closed 2022-12-31 0 $0 -19,725
   HEAD & ASSOCIATES LLC 707 *Closed 2023-12-31 0 $0 -7
   Sowell Financial Services LLC *Closed 2023-12-31 0 $0 -10,479
   CoreCap Advisors LLC 636 *Closed 2023-12-31 0 $0 -3,076
   BEACON INVESTMENT ADVISORY SERVICES INC. 284 *Closed 2023-12-31 0 $0 -1,285
   CFG ASSET MANAGEMENT LLC 628 *Closed 2023-12-31 0 $0 0
   Bremer Bank National Association 204 *Closed 2024-03-31 0 $0 -1,874
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1857 *Closed 2023-12-31 0 $0 -644
   Twin Lakes Capital Management LLC 249 *Closed 2023-12-31 0 $0 -9
   CFS Investment Advisory Services LLC 157 *Closed 2023-12-31 0 $0 -11,351

  52 Records found
  1    
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