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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
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 11,024,493 $1,151,619,000 -61,450
   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
   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
   COMMERCE BANK N A/MO 8 - 2023-12-31 2,071,839 $216,424,000 -40,024
   FMR LLC 912 - 2023-12-31 1,263,824 $132,019,000 -107,136
   Advisor Group Holdings Inc. 102 - 2023-12-31 1,148,499 $120,002,000 -305,668
   J P MORGAN CHASE & CO 825 - 2023-12-31 933,028 $97,464,000 -18,975
   ZBN.A. 3 - 2023-12-31 840,781 $87,828,000 -44,688
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 175 - 2024-03-31 650,939 $74,298,000 -3,673
   WELLINGTON MANAGEMENT CO LLP 682 - 2023-12-31 535,164 $55,903,000 -475,728
   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
   JOHNSON INVESTMENT COUNSEL INC 56 - 2023-12-31 434,020 $45,338,000 -4,001
   CREATIVE PLANNING 151 - 2023-12-31 375,596 $39,235,000 -7,625
   RAYMOND JAMES & ASSOCIATES 496 - 2024-03-31 330,649 $37,740,000 -19,930
   M&T BANK CORP 135 - 2023-12-31 359,840 $37,589,000 -3,423
   AMG NATIONAL TRUST BANK 21 - 2023-12-31 323,247 $33,766,000 -2,219
   Hantz Financial Services Inc. 4 - 2023-12-31 298,949 $31,228,000 -14,695
   Cedar Mountain Advisors LLC 4 - 2024-03-31 270,410 $30,865,000 -248
   Krilogy Financial LLC 10 - 2024-03-31 260,622 $29,747,000 -5,596
   One Capital Management LLC 28 - 2023-12-31 265,365 $27,720,000 -671
   FIFTH THIRD BANCORP 163 - 2024-03-31 227,689 $25,988,000 -3,456
   ACCREDITED INVESTORS INC. 18 - 2023-12-31 244,291 $25,519,000 -1,597
   KEYBANK NATIONAL ASSOCIATION/OH 161 - 2023-12-31 209,892 $21,925,000 -948
   Falcon Wealth Planning 12 - 2024-03-31 187,837 $21,440,000 -25,972
   BKD WEALTH ADVISORS LLC 35 - 2024-03-31 185,023 $21,119,000 -17,812
   BLACKROCK INC. 2922 - 2023-12-31 196,482 $20,525,000 -2,923
   Integrated Investment Consultants LLC 2 - 2024-03-31 177,257 $20,232,000 -1,814
   HSBC HOLDINGS PLC 615 - 2023-12-31 190,230 $19,871,000 -5,089
   AMERIVEST INVESTMENT MANAGEMENT LLC 53 - 2023-06-30 191,889 $18,542,000 -42,554
   Bishop & Co Investment Management LLC 6 - 2024-03-31 152,488 $17,405,000 -82,910
   Sterling Manor Financial LLC 2 - 2024-03-31 142,699 $16,288,000 -20,805
   MML INVESTORS SERVICES LLC 262 - 2023-12-31 153,322 $16,016,000 -88,861
   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
   FSA Wealth Management LLC 4 - 2023-12-31 136,592 $14,268,000 -1,820
   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
   JMG FINANCIAL GROUP, LTD. 20 - 2023-12-31 129,345 $13,511,000 -3,317
   Nelson Van Denburg & Campbell Wealth Management Gr 29 - 2023-12-31 124,884 $13,035,000 -5,248
   MECHANICS BANK TRUST DEPARTMENT 11 - 2024-03-31 106,133 $12,114,000 -5,649
   BANK OF NEW YORK MELLON CORP 1873 - 2024-03-31 104,473 $11,925,000 -26,863
   NATIONAL ASSET MANAGEMENT, INC. 63 - 2023-12-31 109,070 $11,393,000 -50,178
   LMG Wealth Partners LLC - 2023-12-31 105,435 $11,014,000 -164
   Connecticut Wealth Management LLC 29 - 2023-12-31 101,288 $10,581,000 -50
   Taylor Cottrill Erickson & Associates Inc. 11 - 2023-12-31 99,125 $10,355,000 -120
   FARMERS & MERCHANTS INVESTMENTS INC 87 - 2024-03-31 90,687 $10,351,000 -1,244
   CI Private Wealth LLC 514 - 2023-12-31 96,815 $10,113,000 -304,910
   Sontag Advisory LLC 71 - 2023-12-31 96,651 $10,096,000 -1,531
   JANNEY MONTGOMERY SCOTT LLC 531 - 2023-12-31 86,940 $9,082,000 -1,020
   JOHNSON FINANCIAL GROUP, INC. 28 - 2023-12-31 85,530 $8,934,000 -13,570
   WARREN AVERETT ASSET MANAGEMENT, LLC 53 - 2023-12-31 85,466 $8,928,000 -749
   Taddei Ludwig & Associates Inc. 9 - 2024-03-31 75,655 $8,635,000 -744
   Strategic Wealth Partners Group LLC 19 - 2023-12-31 79,653 $8,321,000 -2,045
   HERON FINANCIAL GROUP LLC 5 - 2023-06-30 84,868 $8,201,000 -4,502
   GHP INVESTMENT ADVISORS INC 99 - 2024-03-31 65,495 $7,476,000 -768
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 422 - 2023-09-30 80,636 $7,366,000 -22,668
   Coco Enterprises LLC 8 - 2023-12-31 63,713 $6,655,000 -789
   TOCQUEVILLE ASSET MANAGEMENT LP 155 - 2023-12-31 63,299 $6,612,000 -3,182
   NorthRock Partners LLC 25 - 2023-12-31 60,127 $6,281,000 -4,383
   PETRA FINANCIAL ADVISORS INC 2 - 2024-03-31 52,931 $6,042,000 -451
   Goss Wealth Management LLC 305 - 2023-12-31 57,037 $5,978,000 -87,318
   FTB Advisors Inc. 134 - 2024-03-31 52,091 $5,946,000 -6,286
   McAdam LLC 44 - 2024-03-31 50,827 $5,801,000 -1,933
   ESTATE COUNSELORS, LLC - 2023-12-31 55,140 $5,760,000 -69,045
   FORTE CAPITAL LLC /ADV 33 - 2023-12-31 54,118 $5,653,000 -598
   Powell Investment Advisors LLC 10 - 2024-03-31 47,002 $5,365,000 -1,282
   Fifth Third Securities Inc. 51 - 2024-03-31 46,824 $5,344,000 -3,625
   BLAIR WILLIAM & CO/IL 451 - 2023-12-31 50,126 $5,236,000 -752
   PEAPACK GLADSTONE FINANCIAL CORP 201 - 2023-12-31 50,127 $5,236,000 -4,123
   Lee Financial CORP 19 - 2023-12-31 48,534 $5,070,000 -801
   Sowell Financial Services LLC - 2023-12-31 47,521 $4,964,000 -4,894
   GREAT VALLEY ADVISOR GROUP INC. 146 - 2023-12-31 45,431 $4,746,000 -2,491
   Berkshire Bank 19 - 2024-03-31 41,456 $4,732,000 -1,036
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 296 - 2023-12-31 44,915 $4,690,000 -11,259
   Platte River Wealth Advisors LLC 21 - 2024-03-31 40,910 $4,669,000 -1,406
   GUARANTY TRUST CO OF MISSOURI /MO/ 146 - 2024-03-31 40,328 $4,603,000 -271
   Tolleson Wealth Management Inc. 13 - 2023-12-31 43,850 $4,581,000 -14,907
   LEUCADIA NATIONAL CORP -- Notable Guru -- 252 - 2023-12-31 41,497 $4,335,000 -10,705
   MCKINLEY CARTER WEALTH SERVICES, INC. 74 - 2024-03-31 37,390 $4,268,000 -1,274
   Stratos Wealth Partners LTD. 264 - 2024-03-31 36,727 $4,192,000 -1,092
   AMARILLO NATIONAL BANK 22 - 2024-03-31 36,481 $4,164,000 -67
   HM PAYSON & CO 115 - 2023-12-31 39,568 $4,133,000 -3,093
   COURIER CAPITAL CORP 79 - 2024-03-31 34,604 $3,950,000 -335
   Southern Wealth Management LLP 17 - 2023-03-31 43,275 $3,940,000 -3,101
   Burns Matteson Capital Management LLC 7 - 2023-12-31 37,299 $3,896,000 -1,574
   ACIMA PRIVATE WEALTH LLC 18 - 2023-12-31 37,139 $3,880,000 -26,182
   ATLAS BROWNINC 15 - 2024-03-31 33,131 $3,782,000 -191
   Strategic Equity Management 13 - 2024-03-31 32,974 $3,764,000 -15,117
   Widmann Financial Services Inc. 7 - 2023-12-31 33,742 $3,525,000 -132
   FINANCIAL ENGINES ADVISORS L.L.C. 114 - 2023-12-31 33,717 $3,522,000 -10,961
   KMG FIDUCIARY PARTNERS LLC 67 - 2024-03-31 30,492 $3,480,000 -34
   Virtue Capital Management LLC 27 - 2023-12-31 34,314 $3,461,000 -1,887
   MV Capital Management Inc. 39 - 2024-03-31 30,243 $3,452,000 -1,062
   EisnerAmper Wealth Management Corporate Benefits L 22 - 2023-12-31 32,541 $3,399,000 -1,701
  100 Records found
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