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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   American Family Insurance Mutual Holding Co 4 - 2023-12-31 754,748 $78,841,000 0
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 188 - 2023-12-31 177,000 $18,489,000 0
   SEQUENT ASSET MANAGEMENT, LLC 6 - 2024-03-31 67,320 $7,684,000 0
   Granite Bay Wealth Management LLC 101 - 2023-12-31 56,700 $5,375,000 0
   PRICE T ROWE ASSOCIATES INC /MD/ 1323 - 2023-12-31 32,352 $3,380,000 0
   MATHES COMPANY INC 25 - 2023-12-31 30,180 $3,152,000 0
   CANADA PENSION PLAN INVESTMENT BOARD 802 - 2023-12-31 23,000 $2,403,000 0
   NADLER FINANCIAL GROUP, INC. 38 - 2024-03-31 16,625 $1,898,000 0
   FIRST NATIONAL BANK SIOUX FALLS 24 - 2024-03-31 15,290 $1,745,000 0
   CASTLEARK MANAGEMENT LLC 182 - 2023-12-31 16,000 $1,671,000 0
   KANAWHA CAPITAL MANAGEMENT LLC 89 - 2023-12-31 15,974 $1,669,000 0
   JNB Advisors LLC 127 - 2023-12-31 14,806 $1,547,000 0
   OAK HARBOR WEALTH PARTNERS LLC 56 - 2024-03-31 13,310 $1,519,000 0
   ALESCO ADVISORS LLC 67 - 2023-12-31 14,300 $1,494,000 0
   BTC Capital Management Inc. 117 - 2024-03-31 12,946 $1,478,000 0
   SUMMIT FINANCIAL GROUP INC 58 - 2024-03-31 12,882 $1,470,000 0
   FIRST NATIONAL BANK OF OMAHA 196 - 2023-12-31 13,783 $1,440,000 0
   Atlantic Trust LLC 46 - 2023-12-31 13,563 $1,417,000 0
   KOCHIS FITZ/QUINTILE LLC 120 - 2024-03-31 12,313 $1,405,000 0
   Lion Street Advisors LLC 33 - 2024-03-31 12,941 $1,352,000 0
   Cranbrook Wealth Management LLC 46 - 2024-03-31 10,946 $1,249,000 0
   LeJeune Puetz Investment Counsel LLC 77 - 2023-03-31 12,500 $1,138,000 0
   BANCORPSOUTH BANK 146 - 2023-12-31 10,781 $1,126,000 0
   WHITTIER TRUST CO 342 - 2023-12-31 10,601 $1,107,000 0
   WEDGEWOOD INVESTORS INC /PA/ 14 - 2023-12-31 10,575 $1,105,000 0
   SMITH, SALLEY & ASSOCIATES - 2023-12-31 10,209 $1,066,000 0
   Key Financial Inc 67 - 2023-12-31 9,985 $1,043,000 0
   Strata Wealth Advisors LLC 31 - 2024-03-31 9,033 $1,031,000 0
   FIDUCIARY TRUST CO 335 - 2023-12-31 9,810 $1,025,000 0
   ELLERSON GROUP INC /ADV 28 - 2023-12-31 9,770 $1,021,000 0
   LEE MUNDER CAPITAL GROUP, LLC 225 - 2023-12-31 9,094 $950,000 0
   Etesian Wealth Advisors Inc. 60 - 2024-03-31 8,200 $936,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 127 - 2023-09-30 10,115 $926,000 0
   GFS ADVISORS, LLC 91 - 2024-03-31 8,000 $913,000 0
   REBALANCE LLC 55 - 2024-03-31 7,813 $892,000 0
   BUILDER INVESTMENT GROUP INC /ADV - 2023-12-31 8,510 $889,000 0
   Waypoint Capital Advisors LLC - 2023-12-31 8,466 $884,000 0
   BRYN MAWR TRUST CO/PA 202 - 2023-09-30 9,345 $854,000 0
   CALAMOS WEALTH MANAGEMENT LLC 148 - 2023-12-31 7,947 $830,000 0
   RDL FINANCIAL INC 71 - 2024-03-31 8,440 $816,000 0
   HAVERFORD TRUST CO 233 - 2023-12-31 7,635 $798,000 0
   Harbour Capital Advisors LLC 118 - 2024-03-31 7,105 $796,000 0
   LOWE BROCKENBROUGH & CO INC 188 - 2023-12-31 7,576 $791,000 0
   GARRISON POINT ADVISORS LLC 61 - 2023-12-31 7,502 $784,000 0
   Legacy Bridge LLC 81 - 2024-03-31 6,809 $777,000 0
   Levin Easterly Partners LLC 147 - 2023-12-31 6,896 $720,000 0
   Robertson Stephens Wealth Management LLC 255 - 2023-12-31 6,865 $717,000 0
   Cedar Brook Financial Partners LLC 162 - 2024-03-31 6,206 $708,000 0
   NBT BANK N A /NY 236 - 2024-03-31 6,147 $702,000 0
   Viewpoint Capital Management LLC 50 - 2024-03-31 6,000 $685,000 0
   Heritage Wealth Advisors 117 - 2023-12-31 6,434 $672,000 0
   Financial Alternatives Inc 33 - 2023-12-31 6,421 $671,000 0
   BlueSky Wealth Advisors LLC 22 - 2024-03-31 5,850 $668,000 0
   Northeast Financial Consultants Inc 164 - 2023-12-31 6,381 $667,000 0
   Crestone Asset Management LLC 55 - 2024-03-31 5,586 $638,000 0
   Sharkey Howes & Javer 81 - 2024-03-31 5,442 $621,000 0
   LAZARD ASSET MANAGEMENT LLC 869 - 2023-12-31 5,661 $591,000 0
   Rossmore Private Capital 149 - 2023-12-31 5,634 $589,000 0
   Ruggaard & Associates LLC 48 - 2023-12-31 5,600 $585,000 0
   Halpern Financial Inc. 36 - 2024-03-31 5,196 $583,000 0
   NTV ASSET MANAGEMENT LLC 143 - 2023-12-31 5,545 $579,000 0
   MERIDIAN MANAGEMENT CO 60 - 2023-12-31 5,200 $569,000 0
   ALLEN INVESTMENT MANAGEMENT LLC 155 - 2023-12-31 5,439 $568,000 0
   Feltz Wealth PLAN Inc. 209 - 2023-12-31 5,266 $550,000 0
   BAILARD BIEHL & KAISER INC 444 - 2023-12-31 5,198 $543,000 0
   First International Bank & Trust 36 - 2024-03-31 4,745 $542,000 0
   Essex Savings Bank 131 - 2024-03-31 5,163 $539,000 0
   Principle Wealth Partners LLC 214 - 2024-03-31 4,670 $533,000 0
   VIAWEALTH LLC 93 - 2023-12-31 5,086 $531,000 0
   MARYLAND CAPITAL ADVISORS INC. 42 - 2024-03-31 4,656 $531,000 0
   WHITTIER TRUST CO OF NEVADA INC 335 - 2023-12-31 5,076 $530,000 0
   Values Added Financial LLC 50 - 2024-03-31 4,603 $525,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 171 - 2023-12-31 5,014 $524,000 0
   Stegner Investment Associates Inc. 15 - 2024-03-31 4,405 $503,000 0
   Providence Capital Advisors LLC 96 - 2023-12-31 4,808 $502,000 0
   EVOKE WEALTH LLC 425 - 2023-12-31 4,767 $498,000 0
   Flagship Private Wealth LLC 48 - 2023-12-31 4,696 $491,000 0
   Callan Family Office LLC 58 - 2023-12-31 4,633 $484,000 0
   Trail Ridge Investment Advisors LLC 76 - 2023-12-31 4,264 $445,000 0
   Burt Wealth Advisors 74 - 2024-03-31 3,876 $442,000 0
   BRAGG FINANCIAL ADVISORS INC 249 - 2023-12-31 4,200 $439,000 0
   Sage Capital Advisorsllc 100 - 2024-03-31 3,728 $426,000 0
   Vista Wealth Management Group LLC 124 - 2023-12-31 4,000 $418,000 0
   FF AdvisorsLLC 58 - 2024-03-31 3,620 $413,000 0
   HFG Advisors Inc. 61 - 2024-03-31 3,600 $411,000 0
   WC Walker & Associates Inc. 60 - 2022-12-31 4,417 $399,000 0
   MIDDLETON & CO INC/MA 122 - 2023-12-31 3,742 $391,000 0
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 127 - 2023-12-31 3,661 $382,000 0
   Armor Investment Advisors LLC 77 - 2024-03-31 3,347 $382,000 0
   PARSONS CAPITAL MANAGEMENT INC/RI 348 - 2024-03-31 3,281 $374,000 0
   Cherry Tree Wealth Management LLC 105 - 2023-12-31 3,504 $366,000 0
   WITTENBERG INVESTMENT MANAGEMENT INC. 66 - 2023-12-31 3,453 $361,000 0
   BOURGEON CAPITAL MANAGEMENT LLC 93 - 2024-03-31 3,151 $360,000 0
   CLARK CAPITAL MANAGEMENT GROUP INC 335 - 2023-12-31 3,416 $357,000 0
   Capital Advisors Ltd. LLC 200 - 2024-03-31 3,108 $355,000 0
   MAS Advisors LLC 46 - 2023-12-31 3,356 $351,000 0
   QUADRANT CAPITAL GROUP LLC 395 - 2023-12-31 3,340 $349,000 0
   WHITE PINE CAPITAL LLC 165 - 2023-12-31 3,322 $347,000 0
   MADISON ASSET MANAGEMENT LLC 304 - 2023-12-31 3,128 $327,000 0
   WEALTHTRUST AXIOM LLC 171 - 2023-12-31 3,116 $325,000 0
  100 Records found
  1    
  Page 1 of 1
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