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Get Institutions for : 
iShares Tr Russell MidCap Gr (IWP)  
$108.01 0.15 (0.14%) as of 4:30 Tue 4/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 942    20
Total shares held : 
 100,065,662  
% of shares held : 
 13.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   111  
Amount of shares held : 
 76,560  
% of shares held change : 
   0.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $90.86  
Last Quarter's Ending Price : 
 $104.46  
Last Quarter's Average Price : 
 $94.80  
Change from last quarter's     
avg. price to the last closing  : 
13.21 (13.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
66
 1,213,762
 1.21%
 
Increased Positions :
351
 3,722,219
 3.72%
 
Unchanged Positions :
265
 2,387,012
 2.39%
 
Decreased Positions :
260
-4,533,197
-4.53%
 
Closed Positions :
46
-326,224
-0.33%
 
Guru Positions :
2
41,497
 0.04%
 
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
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 11,024,493 $1,151,619,000 -61,450
   MORGAN STANLEY 190 - 2023-12-31 10,930,470 $1,141,797,000 12,759
   TIAA FSB 4 - 2023-06-30 11,230,757 $1,085,228,000 -61,132
   BANK OF AMERICA CORP /DE/ 261 - 2023-12-31 6,588,038 $688,186,000 -159,300
   WELLS FARGO & CO/MN 128 - 2023-12-31 5,632,447 $588,365,000 -150,019
   JONES FINANCIAL COMPANIES LLLP 30 - 2023-12-31 3,918,325 $409,308,000 92,345
   COMMONWEALTH EQUITY SERVICES LLC. 23 - 2023-12-31 2,871,614 $299,969,000 63,473
   PNC FINANCIAL SERVICES GROUP INC 79 - 2023-12-31 2,811,258 $293,664,000 -223,836
   AMERIPRISE FINANCIAL INC 268 - 2023-12-31 2,466,496 $257,875,000 -232,423
   UBS Group AG 211 - 2023-12-31 2,348,651 $245,340,000 51,922
   ENVESTNET ASSET MANAGEMENT INC 198 - 2023-12-31 2,210,427 $230,901,000 43,938
   COMMERCE BANK N A/MO 8 - 2023-12-31 2,071,839 $216,424,000 -40,024
   Cassaday & Co Wealth Management LLC 2 - 2023-12-31 2,034,598 $212,534,000 26,997
   LPL FINANCIAL CORP 176 - 2023-12-31 1,640,404 $171,357,000 40,060
   US BANCORP 85 - 2023-12-31 1,528,182 $159,634,000 66,389
   FMR LLC 912 - 2023-12-31 1,263,824 $132,019,000 -107,136
   Envestnet Portfolio Solutions Inc. 40 - 2023-12-31 1,254,941 $131,091,000 85,474
   FIRST CITIZENS BANK & TRUST CO - 2023-12-31 1,188,465 $124,147,000 62,900
   Advisor Group Holdings Inc. 102 - 2023-12-31 1,148,499 $120,002,000 -305,668
   GOLDMAN SACHS GROUP INC/ 664 - 2023-12-31 953,327 $99,585,000 7,226
   J P MORGAN CHASE & CO 825 - 2023-12-31 933,028 $97,464,000 -18,975
   GLOBALT Investments LLC / GA 4 - 2023-12-31 920,724 $96,179,000 0
   BB&T CORP 136 - 2023-12-31 911,338 $95,198,000 31,235
   ROYAL BANK OF CANADA 512 - 2023-12-31 861,871 $90,031,000 72,553
   ZBN.A. 3 - 2023-12-31 840,781 $87,828,000 -44,688
   American Family Insurance Mutual Holding Co 4 - 2023-12-31 754,748 $78,841,000 0
   Atlantic Trust Group LLC 127 - 2023-12-31 752,570 $78,614,000 52,441
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 116 - 2023-12-31 691,965 $72,287,000 62,569
   CULLEN FROST BANKERS INC 20 - 2023-12-31 666,877 $69,662,000 119,872
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 178 - 2023-12-31 654,612 $68,381,000 -120,818
   Equitable Holdings Inc. 27 - 2023-12-31 588,791 $61,505,000 42,287
   WELLINGTON MANAGEMENT CO LLP 682 - 2023-12-31 535,164 $55,903,000 -475,728
   BARCLAYS PLC 468 - 2023-12-31 510,940 $53,373,000 510,020
   MARINER WEALTH ADVISORS, LLC 166 - 2023-12-31 489,422 $51,125,000 7,264
   SUMMIT ROCK ADVISORS, LLC - 2023-12-31 467,237 $48,808,000 -136,783
   Rodgers & Associates LTD 3 - 2023-12-31 465,440 $48,620,000 -2,999
   STEPHENS GROUP ASSET MANAGEMENT LLC 10 - 2023-12-31 453,444 $47,367,000 -20,684
   AE Wealth Management LLC 87 - 2023-12-31 437,609 $45,818,000 198,473
   JOHNSON INVESTMENT COUNSEL INC 56 - 2023-12-31 434,020 $45,338,000 -4,001
   STEPHENS INC /AR/ 26 - 2023-12-31 376,127 $39,290,000 25,005
   CREATIVE PLANNING 151 - 2023-12-31 375,596 $39,235,000 -7,625
   M&T BANK CORP 135 - 2023-12-31 359,840 $37,589,000 -3,423
   RAYMOND JAMES & ASSOCIATES 497 - 2023-12-31 350,579 $36,622,000 23,778
   WADE G W & INC 23 - 2023-12-31 337,729 $35,279,000 10,599
   AMG NATIONAL TRUST BANK 21 - 2023-12-31 323,247 $33,766,000 -2,219
   Orion Portfolio Solutions LLC 49 - 2023-12-31 307,253 $31,564,000 20,835
   Hantz Financial Services Inc. 4 - 2023-12-31 298,949 $31,228,000 -14,695
   RTD Financial Advisors Inc. 6 - 2023-12-31 284,431 $29,712,000 -2,458
   HIGHTOWER ADVISORS, LLC 372 - 2023-12-31 277,351 $28,980,000 10,425
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 18 - 2023-12-31 272,347 $28,449,000 26,454
   COMERICA BANK 142 - 2023-12-31 271,730 $28,385,000 7,599
   Cedar Mountain Advisors LLC 4 - 2023-12-31 270,658 $28,273,000 -1,642
   Krilogy Financial LLC - 2023-12-31 266,218 $27,809,000 -981
   One Capital Management LLC 28 - 2023-12-31 265,365 $27,720,000 -671
   TRUEPOINT, INC. 21 - 2023-12-31 258,388 $26,991,000 11,931
   CSM Advisors LLC 10 *New 2023-12-31 249,000 $26,011,000 249,000
   NSI Retail Advisors LLC 7 *New 2023-12-31 249,000 $26,011,000 249,000
   ACCREDITED INVESTORS INC. 18 - 2023-12-31 244,291 $25,519,000 -1,597
   Bishop & Co Investment Management LLC 3 - 2023-12-31 235,398 $24,590,000 235,398
   ANGELES INVESTMENT ADVISORS, LLC 13 *New 2023-12-31 232,000 $24,235,000 232,000
   FIFTH THIRD BANCORP 162 - 2023-12-31 231,145 $24,145,000 -4,593
   Proficio Capital Partners LLC 7 - 2023-12-31 229,558 $24,049,000 1,722
   CLS INVESTMENT FIRM LLC 39 - 2022-12-31 280,606 $23,459,000 4,927
   Badgley Phelps Wealth Managers LLC 51 - 2023-12-31 222,049 $23,195,000 16,951
   Baird Financial Group Inc. 294 - 2023-12-31 219,391 $22,918,000 25,107
   Falcon Wealth Planning 9 - 2023-12-31 213,809 $22,334,000 17,868
   KEYBANK NATIONAL ASSOCIATION/OH 161 - 2023-12-31 209,892 $21,925,000 -948
   BKD WEALTH ADVISORS LLC 32 - 2023-12-31 202,835 $21,188,000 -12,828
   CAPTRUST FINANCIAL ADVISORS 229 - 2023-12-31 200,541 $20,948,000 16,465
   SRS Capital Advisors Inc. 17 - 2023-12-31 198,177 $20,702,000 197,925
   BLACKROCK INC. 2922 - 2023-12-31 196,482 $20,525,000 -2,923
   HSBC HOLDINGS PLC 615 - 2023-12-31 190,230 $19,871,000 -5,089
   Steward Partners Investment Advisory LLC 77 - 2023-12-31 187,378 $19,574,000 24,300
   BANK OF MONTREAL /CAN/ 690 - 2023-12-31 182,378 $19,173,000 43,786
   Integrated Investment Consultants LLC - 2023-12-31 179,071 $18,706,000 2,077
   AMERIVEST INVESTMENT MANAGEMENT LLC 53 - 2023-06-30 191,889 $18,542,000 -42,554
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 188 - 2023-12-31 177,000 $18,489,000 0
   FINANCIAL NETWORK 205 - 2023-12-31 175,121 $18,293,000 7,367
   GenWealth Group Inc. 8 - 2024-03-31 158,219 $18,059,000 10,536
   Sterling Manor Financial LLC - 2023-12-31 163,504 $17,080,000 -1,965
   Rockefeller Capital Management L.P. 321 - 2023-12-31 162,705 $16,996,000 7,784
   Congress Wealth Management LLC / DE / 82 - 2023-12-31 159,526 $16,664,000 133,419
   LBJ Family Wealth Advisors Ltd. 4 - 2024-03-31 140,762 $16,067,000 5,187
   NORTHERN TRUST CORP 1765 - 2023-12-31 153,358 $16,020,000 16,715
   MML INVESTORS SERVICES LLC 262 - 2023-12-31 153,322 $16,016,000 -88,861
   PRUDENTIAL FINANCIAL INC 505 - 2023-12-31 151,377 $15,813,000 7,286
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 283 - 2023-12-31 150,452 $15,716,000 18,987
   Ausdal Financial Partners Inc. 7 - 2024-03-31 136,254 $15,552,000 -6,528
   SYNOVUS FINANCIAL CORP 67 - 2023-12-31 147,376 $15,397,000 -944,860
   CONGRESS ASSET MANAGEMENT CO /MA 144 - 2024-03-31 131,996 $15,066,000 -456,879
   Kestra Advisory Services LLC 191 - 2023-12-31 137,112 $14,323,000 3,912
   FSA Wealth Management LLC 4 - 2023-12-31 136,592 $14,268,000 -1,820
   Octavia Wealth Advisors LLC 16 - 2023-12-31 135,623 $14,167,000 3,765
   MULTIFINANCIAL SECURITIES CORP 112 - 2023-12-31 133,412 $13,936,000 7,077
   STIFEL FINANCIAL CORP 649 - 2023-12-31 132,884 $13,882,000 4,549
   BARTLETT & CO. LLC 82 - 2023-12-31 131,465 $13,820,000 -28,671
   BARTLETT & CO. WEALTH MANAGEMENT LLC 82 - 2023-12-31 131,465 $13,820,000 -28,671
   Private Advisor Group LLC 182 - 2023-12-31 131,712 $13,759,000 -7,645
   BANK OF NEW YORK MELLON CORP 1798 - 2023-12-31 131,336 $13,719,000 -11,021
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 79 - 2023-12-31 130,359 $13,617,000 4,972
  100 Records found
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