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Get Institutions for : 
iShares Tr Rssll MidCap Indx (IWR)  
$80.78 0.58 (0.72%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1165    15
Total shares held : 
 320,633,116  
% of shares held : 
 89.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   57  
Amount of shares held : 
 5,367,165  
% of shares held change : 
   1.5%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $68.41  
Last Quarter's Ending Price : 
 $77.73  
Last Quarter's Average Price : 
 $71.04  
Change from last quarter's     
avg. price to the last closing  : 
9.74 (13.71%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
65
 1,205,092
 0.38%
 
Increased Positions :
415
 11,802,519
 3.68%
 
Unchanged Positions :
312
 6,347,301
 1.98%
 
Decreased Positions :
373
-6,840,384
-2.13%
 
Closed Positions :
50
-800,062
-0.25%
 
Guru Positions :
1
4,740
 0%
 
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
   International City Management Association Retireme 1 - 2023-12-31 702,067 $54,572,000 0
   CONSOLIDATED INVESTMENT GROUP LLC 4 - 2024-03-31 287,160 $24,147,000 0
   WASHINGTON TRUST BANK 37 - 2023-12-31 144,761 $11,252,000 0
   Stonegate Investment Group LLC 50 - 2024-03-31 108,315 $9,108,000 0
   FFT WEALTH MANAGEMENT LLC 26 - 2023-12-31 88,277 $6,862,000 0
   VANTAGEPOINT INVESTMENT ADVISERS LLC 9 - 2023-12-31 66,200 $5,146,000 0
   ML & R WEALTH MANAGEMENT LLC 14 - 2023-12-31 52,828 $4,106,000 0
   YorkBridge Wealth Partners LLC 27 - 2022-12-31 48,780 $3,290,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 66 - 2024-03-31 36,830 $3,097,000 0
   TRUST CO OF TOLEDO NA /OH/ 59 - 2024-03-31 33,916 $2,852,000 0
   COURIER CAPITAL CORP 104 - 2024-03-31 32,818 $2,760,000 0
   FINANCIAL ADVISORY GROUP 26 - 2023-12-31 35,328 $2,746,000 0
   TELEMUS CAPITAL LLC 93 - 2023-12-31 32,899 $2,557,000 0
   Pathway Financial Advisors LLC 23 - 2024-03-31 29,669 $2,495,000 0
   ALLEN INVESTMENT MANAGEMENT LLC 105 - 2023-12-31 31,000 $2,410,000 0
   Pasadena Private Wealth LLC 27 - 2024-03-31 28,500 $2,397,000 0
   COZAD ASSET MANAGEMENT INC 101 - 2023-12-31 30,440 $2,366,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 22 - 2024-03-31 27,027 $2,273,000 0
   HT PARTNERS LLC 12 - 2024-03-31 26,956 $2,267,000 0
   Financial Gravity Wealth Inc. 135 - 2023-12-31 6,346 $2,228,000 0
   Ellevest Inc. 47 - 2023-12-31 27,901 $2,169,000 0
   Abbrea Capital LLC 73 - 2023-12-31 27,094 $2,106,000 0
   HALL KATHRYN A. 27 - 2023-12-31 26,520 $2,061,000 0
   WEATHERLY ASSET MANAGEMENT LP 75 - 2024-03-31 24,201 $2,035,000 0
   MATHER GROUP, INC. 157 - 2024-03-31 26,053 $2,025,000 0
   Resonant Capital Advisors LLC 100 - 2023-12-31 26,023 $2,023,000 0
   GOELZER INVESTMENT MANAGEMENT, INC. 125 - 2023-12-31 25,873 $2,011,000 0
   COCONUT GROVE BANK 52 - 2023-12-31 25,600 $1,990,000 0
   Fulcrum Capital LLC 41 - 2024-03-31 23,209 $1,952,000 0
   LITMAN GREGORY ASSET MANAGEMENT LLC 55 - 2023-12-31 24,925 $1,937,000 0
   Bremer Bank National Association 67 - 2024-03-31 22,740 $1,912,000 0
   LOWE BROCKENBROUGH & CO INC 130 - 2023-12-31 21,442 $1,667,000 0
   BTIM CORP. 254 - 2024-03-31 19,325 $1,625,000 0
   WELCH & FORBES LLC 198 - 2023-12-31 20,721 $1,611,000 0
   LINSCOMB & WILLIAMS INC 138 - 2023-12-31 20,460 $1,590,000 0
   LAZARD ASSET MANAGEMENT LLC 710 - 2023-12-31 19,466 $1,513,000 0
   Sterling Financial Group Inc. 19 - 2024-03-31 17,606 $1,480,000 0
   WATERS PARKERSON & CO INC 84 - 2023-12-31 18,944 $1,473,000 0
   Investors Research Corp 59 - 2023-12-31 17,993 $1,399,000 0
   Alley Investment Management Company LLC 62 - 2023-12-31 17,422 $1,354,000 0
   BAKER ELLIS ASSET MANAGEMENT LLC 94 - 2024-03-31 16,076 $1,352,000 0
   CLEAR HARBOR ASSET MANAGEMENT, LLC 124 - 2023-12-31 17,387 $1,351,000 0
   First Capital Advisors Group LLC. 41 - 2023-06-30 17,997 $1,314,000 0
   PHILADELPHIA TRUST CO 99 - 2023-12-31 16,665 $1,295,000 0
   WEST PACES ADVISORS INC. 38 - 2024-03-31 15,262 $1,283,000 0
   Jordan Park Group LLC 37 - 2023-12-31 15,421 $1,199,000 0
   OXFORD FINANCIAL GROUP LTD 76 - 2023-12-31 15,002 $1,166,000 0
   Strategic Family Wealth Counselors L.L.C. 46 - 2023-12-31 14,954 $1,162,000 0
   COLONIAL ASSET MANAGEMENT, INC. 107 - 2023-12-31 14,777 $1,149,000 0
   MATRIX PRIVATE CAPITAL GROUP LLC 26 - 2023-12-31 14,610 $1,136,000 0
   Patriot Investment Management Inc. 97 - 2024-03-31 13,484 $1,134,000 0
   DEUTSCHE BANK AG 1904 - 2023-12-31 13,940 $1,084,000 0
   1ST SOURCE BANK 123 - 2023-12-31 13,933 $1,083,000 0
   CAMPBELL NEWMAN ASSET MANAGEMENT INC 87 - 2024-03-31 12,840 $1,080,000 0
   NEW ENGLAND GUILD WEALTH ADVISORS INC. 34 - 2022-12-31 15,432 $1,041,000 0
   CULLINAN ASSOCIATES INC 150 - 2024-03-31 11,600 $975,000 0
   Pine Haven Investment Counsel Inc 35 - 2024-03-31 11,522 $969,000 0
   HARBOR INVESTMENT ADVISORY LLC 158 - 2024-03-31 11,316 $952,000 0
   DUNCKER STREETT & CO INC 111 - 2024-03-31 10,711 $901,000 0
   UNITED BANK /VA/ 71 - 2023-12-31 11,520 $895,000 0
   Cassaday & Co Wealth Management LLC 104 - 2023-12-31 11,225 $873,000 0
   Jupiter Wealth Management LLC 50 - 2023-12-31 11,000 $855,000 0
   M HOLDINGS SECURITIES, INC. 127 - 2023-12-31 10,514 $817,000 0
   Perfromance Wealth Partners LLC - 2023-12-31 10,500 $816,000 0
   Live Oak Private Wealth LLC 97 - 2024-03-31 9,347 $786,000 0
   Klingman & Associates LLC 100 - 2023-12-31 9,941 $773,000 0
   AMERICAN NATIONAL BANK 112 - 2024-03-31 9,176 $772,000 0
   Jackson Hole Capital Partners LLC 96 - 2023-12-31 9,901 $770,000 0
   Trust Co of the South 55 - 2024-03-31 9,045 $761,000 0
   FOSTER DYKEMA CABOT & CO INC/MA 46 - 2023-09-30 10,915 $756,000 0
   SEAWARD MANAGEMENT CORP - 2023-12-31 9,359 $727,000 0
   Linker Capital Management Inc. 23 - 2023-06-30 9,769 $713,000 0
   BLB&B ADVISORS LLC 149 - 2024-03-31 8,478 $713,000 0
   AXXCESS WEALTH MANAGEMENT LLC 422 - 2023-12-31 9,112 $708,000 0
   VIAWEALTH LLC 73 - 2023-12-31 9,017 $701,000 0
   Nemes Rush Group LLC 109 - 2023-12-31 8,863 $689,000 0
   Mill Capital Management LLC 88 - 2023-12-31 8,794 $684,000 0
   Essex Savings Bank 114 - 2024-03-31 8,608 $669,000 0
   MOODY LYNN & CO/ 140 - 2024-03-31 7,902 $664,000 0
   Precision Wealth Strategies LLC 25 - 2023-12-31 8,533 $663,000 0
   Glassman Wealth Services 68 - 2023-12-31 8,473 $659,000 0
   S&CO INC 141 - 2023-12-31 8,344 $648,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 293 - 2023-12-31 8,288 $644,000 0
   Beaumont Financial Advisors LLC 174 - 2023-12-31 8,149 $633,000 0
   BlueSky Wealth Advisors LLC 23 - 2024-03-31 7,481 $629,000 0
   PARTHENON LLC 83 - 2023-12-31 8,097 $629,000 0
   Charles Schwab Trust Co 98 - 2024-03-31 7,372 $620,000 0
   Camden Capital LLC 154 - 2023-12-31 7,944 $617,000 0
   OLD SECOND NATIONAL BANK OF AURORA 93 - 2023-12-31 7,780 $605,000 0
   BUCKHEAD CAPITAL MANAGEMENT LLC 77 - 2023-12-31 7,700 $599,000 0
   Cranbrook Wealth Management LLC 61 - 2024-03-31 7,020 $590,000 0
   TNB FINANCIAL 143 - 2024-03-31 6,889 $579,000 0
   TOMPKINS FINANCIAL CORP 122 - 2024-03-31 6,883 $579,000 0
   ANGELES WEALTH MANAGEMENT LLC 100 - 2023-12-31 7,299 $567,000 0
   FourThought Financial Partners LLC 184 - 2023-12-31 7,259 $564,000 0
   Waldron LP 219 - 2023-12-31 7,164 $556,000 0
   OSBORNE PARTNERS CAPITAL MANAGEMENT 154 - 2024-03-31 6,600 $555,000 0
   Private Ocean LLC 87 - 2024-03-31 6,479 $545,000 0
   CHARTER TRUST CO 180 - 2024-03-31 6,439 $541,000 0
   LEE DANNER & BASS INC 156 - 2023-12-31 6,930 $539,000 0
  100 Records found
  1    
  Page 1 of 1
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