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Get Institutions for : 
iShares Tr Russell MidCap Gr (IWP)  
$107.44 2.03 (1.85%) as of 4:30 Tue 4/30


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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  : 
12.64 (13.33%)  




 
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
   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
   ANGELES INVESTMENT ADVISORS, LLC 13 *New 2023-12-31 232,000 $24,235,000 232,000
   CHURCHILL MANAGEMENT GROUP /CA/ 46 *New 2024-03-31 116,918 $13,345,000 116,918
   OPPENHEIMER ASSET MANAGEMENT INC 265 *New 2023-12-31 59,549 $6,220,000 59,549
   Wescott Financial Advisory Group LLC 23 *New 2023-12-31 59,026 $6,166,000 59,026
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 119 *New 2024-03-31 51,993 $5,935,000 51,993
   MILLENNIUM MANAGEMENT LLC 1936 *New 2023-12-31 38,785 $4,051,000 38,785
   All Season Financial Advisors Inc. 11 *New 2024-03-31 29,991 $3,423,000 29,991
   TWO SIGMA ADVISERS, LLC 1042 *New 2023-12-31 30,400 $3,176,000 30,400
   Noked Israel Ltd 20 *New 2023-12-31 30,000 $3,134,000 30,000
   USAdvisors Wealth Management LLC 31 *New 2023-12-31 24,868 $2,597,000 24,868
   COLONY GROUP, LLC 333 *New 2023-12-31 21,816 $2,279,000 21,816
   DISCIPLINED GROWTH INVESTORS INC /MN 60 *New 2023-12-31 20,563 $2,148,000 20,563
   HMS Capital Management LLC 22 *New 2024-03-31 18,056 $2,061,000 18,056
   MidWestOne Financial Group Inc. 120 *New 2023-12-31 10,317 $1,078,000 10,317
   Money Matters Financial Group Inc 18 *New 2023-12-31 7,468 $780,000 7,468
   Richardson Capital Management LLC 9 *New 2024-03-31 6,119 $698,000 6,119
   DF DENT & CO INC 170 *New 2023-12-31 6,515 $681,000 6,515
   FAYEZ SAROFIM & CO 189 *New 2023-12-31 6,108 $668,000 6,108
   GUIDANCE CAPITAL INC 89 *New 2024-03-31 6,166 $667,000 6,166
   Stonebridge Financial Planning Group LLC 80 *New 2023-12-31 5,652 $590,000 5,652
   ESSEX INVESTMENT MANAGEMENT CO LLC 173 *New 2023-12-31 5,296 $553,000 5,296
   Evergreen Wealth Solutions LLC 67 *New 2023-12-31 4,135 $432,000 4,135
   Personal Capital Advisors Corp 334 *New 2022-12-31 4,889 $409,000 4,889
   ANNEX ADVISORY SERVICES, LLC 199 *New 2024-03-31 3,540 $404,000 3,540
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 172 *New 2023-12-31 3,539 $370,000 3,539
   Buckingham Strategic Partners 304 *New 2023-12-31 3,400 $355,000 3,400
   EVERCORE WEALTH MANAGEMENT, LLC 313 *New 2023-12-31 3,361 $351,000 3,361
   BCGM Wealth Management LLC 98 *New 2023-12-31 3,275 $342,000 3,275
   Global Assets Advisory LLC 388 *New 2024-03-31 37,545 $331,000 37,545
   Braun-Bostich & Associates Inc. 93 *New 2023-12-31 2,854 $298,000 2,854
   GFG Capital LLC 107 *New 2023-12-31 2,730 $285,000 2,730
   RT CAPITAL MANAGEMENT, LLC 34 *New 2023-12-31 2,562 $268,000 2,562
   PUPLAVA FINANCIAL SERVICES INC 95 *New 2024-03-31 2,152 $246,000 2,152
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 609 *New 2024-03-31 2,140 $243,000 2,140
   Arbor Investment Advisors LLC 102 *New 2024-03-31 2,102 $240,000 2,102
   Advisory Resource Group 135 *New 2023-12-31 2,282 $238,000 2,282
   C2C Wealth Management LLC 98 *New 2023-12-31 2,213 $233,000 2,213
   WILEY BROS.-AINTREE CAPITAL LLC 434 *New 2024-03-31 1,950 $223,000 1,950
   HYMAN CHARLES D 230 *New 2023-12-31 2,117 $221,000 2,117
   TCP Asset Management LLC 70 *New 2024-03-31 1,921 $219,000 1,921
   WSFS CAPITAL MANAGEMENT LLC 377 *New 2023-12-31 2,081 $217,000 2,081
   Foundation Wealth Management LLC *New 2023-12-31 2,052 $214,000 2,052
   WELCH & FORBES LLC 353 *New 2023-12-31 2,048 $214,000 2,048
   Henrickson Nauta Wealth Advisors Inc. 68 *New 2024-03-31 1,902 $212,000 1,902
   RETIREMENT PLANNING GROUP 205 *New 2024-03-31 1,857 $212,000 1,857
   PORTLAND GLOBAL ADVISORS LLC 125 *New 2023-12-31 2,026 $212,000 2,026
   Paradigm Financial Partners LLC 189 *New 2023-12-31 2,015 $210,000 2,015
   Shira Ridge Wealth Management 71 *New 2024-03-31 1,831 $209,000 1,831
   Montz Harcus Wealth Management LLC *New 2023-12-31 2,001 $209,000 2,001
   Kowal Investment Group LLC 169 *New 2024-03-31 1,815 $207,000 1,815
   Waterloo Capital L.P. 354 *New 2023-12-31 1,970 $206,000 1,970
   Mason & Associates Inc 109 *New 2024-03-31 1,792 $205,000 1,792
   LongView Wealth Management 171 *New 2024-03-31 1,792 $205,000 1,792
   Von Berge Wealth Management Group LLC 66 *New 2024-03-31 1,800 $205,000 1,800
   MATHER GROUP, INC. 532 *New 2024-03-31 1,846 $193,000 1,846
   Trifecta Capital Advisors LLC 93 *New 2024-03-31 1,146 $131,000 1,146
   MA GREENWOOD & ASSOCIATES INC 124 *New 2023-12-31 1,130 $118,000 1,130
   WOODMONT INVESTMENT COUNSEL LLC 270 *New 2024-03-31 949 $108,000 949
   MITCHELL SINKLER & STARR/PA 196 *New 2023-12-31 358 $37,000 358
   Life Planning Partners Inc 121 *New 2023-12-31 285 $30,000 285
   CarsonAllaria Wealth Management Ltd. 174 *New 2023-12-31 178 $19,000 178
   SIMPLEX TRADING LLC 1689 *New 2024-03-31 171 $19,000 171
   Riverview Trust Co 547 *New 2024-03-31 150 $17,000 150
   ST GERMAIN D J CO INC 505 *New 2024-03-31 139 $16,000 139
   IAG Wealth Partners LLC 326 *New 2024-03-31 78 $9,000 78
   Ahrens Investment Partners LLC 817 *New 2023-03-31 43 $4,000 43
   BNP PARIBAS ARBITRAGE SA 2950 *New 2023-12-31 27 $3,000 27
   MEADOWBROOK INVESTMENT ADVISORS LLC 299 *New 2023-12-31 30 $3,000 30
   LifeSteps Financial Inc. 392 *New 2024-03-31 16 $2,000 16
   Scarborough Advisors LLC 588 *New 2023-12-31 20 $2,000 20
   WESTEND CAPITAL MANAGEMENT LLC 257 *New 2024-03-31 11 $1,000 11
   Kozak & Associates Inc. 392 *New 2023-12-31 4 $0 4
  74 Records found
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