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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
   WELLS FARGO & CO/MN 18 - 2023-12-31 34,634,451 $2,692,136,000 -473,626
   PNC FINANCIAL SERVICES GROUP INC 16 - 2023-12-31 14,326,100 $1,113,568,000 -498,023
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 5,649,313 $439,121,000 -46,350
   TIAA FSB 14 - 2023-06-30 5,774,179 $421,688,000 -69,700
   UBS Group AG 129 - 2023-12-31 5,414,231 $420,848,000 -39,662
   AMG NATIONAL TRUST BANK 2 - 2023-12-31 3,790,495 $294,635,000 -76,264
   Envestnet Portfolio Solutions Inc. 17 - 2023-12-31 3,765,276 $292,675,000 -32,588
   BB&T CORP 47 - 2023-12-31 3,765,121 $292,663,000 -51,083
   GOLDMAN SACHS GROUP INC/ 353 - 2023-12-31 3,235,219 $251,474,000 -78,078
   FIFTH THIRD BANCORP 29 - 2024-03-31 2,290,625 $192,619,000 -23,588
   COMMERCE BANK N A/MO 17 - 2023-12-31 1,793,947 $139,443,000 -14,287
   RAYMOND JAMES & ASSOCIATES 217 - 2024-03-31 1,434,762 $120,649,000 -38,195
   H D Vest Advisory Services 15 - 2023-12-31 1,160,991 $90,244,000 -13,637
   FACTORY MUTUAL INSURANCE CO 22 - 2024-03-31 1,048,700 $88,185,000 -1,140,900
   Miracle Mile Advisors LLC 8 - 2024-03-31 1,005,019 $84,512,000 -49,459
   SYNOVUS FINANCIAL CORP 13 - 2023-12-31 1,049,959 $81,614,000 -31,966
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 171 - 2024-03-31 933,106 $78,465,000 -85,439
   ALBION FINANCIAL GROUP /UT 2 - 2024-03-31 908,384 $76,386,000 -5,304
   JANNEY MONTGOMERY SCOTT LLC 88 - 2023-12-31 940,469 $73,103,000 -11,290
   COUNTRY TRUST BANK 15 - 2024-03-31 810,538 $68,158,000 -13,569
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 125 - 2024-03-31 788,718 $66,323,000 -16,975
   Pegasus Partners Ltd. 5 - 2024-03-31 779,386 $65,539,000 -22,477
   GERMAN AMERICAN BANCORP INC. 3 - 2023-12-31 785,011 $61,019,000 -13,016
   FRANKLIN RESOURCES INC 452 - 2023-12-31 730,119 $56,752,000 -16,906
   Citizens Business Bank 1 - 2024-03-31 638,425 $53,685,000 -5,967
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 14 - 2023-12-31 658,592 $51,192,000 -88,669
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 3 - 2023-12-31 626,394 $48,690,000 -174,409
   M&T BANK CORP 117 - 2023-12-31 616,558 $47,925,000 -18,635
   MULTIFINANCIAL SECURITIES CORP 29 - 2023-12-31 577,075 $44,856,000 -468,812
   Advisor Group Holdings Inc. 235 - 2023-12-31 575,963 $44,771,000 -447,788
   HIGHTOWER ADVISORS, LLC 266 - 2023-12-31 572,312 $44,490,000 -25,910
   Rockefeller Capital Management L.P. 158 - 2023-12-31 542,473 $42,167,000 -6,610
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 188 - 2023-09-30 565,027 $39,128,000 -137,035
   STOCK YARDS BANK & TRUST CO 19 - 2023-12-31 467,758 $36,359,000 -6,936
   CI Private Wealth LLC 295 - 2023-12-31 420,020 $32,648,000 -245,315
   NATIXIS ASSET MANAGEMENT ADVISORS LP 270 - 2024-03-31 381,399 $32,072,000 -112,533
   Stegner Investment Associates Inc. 2 - 2024-03-31 347,293 $29,204,000 -3,263
   THRIVENT FINANCIAL FOR LUTHERANS 352 - 2023-12-31 353,885 $27,510,000 -142,175
   MML INVESTORS SERVICES LLC 190 - 2023-12-31 324,902 $25,255,000 -94,912
   COASTLINE TRUST CO 7 - 2024-03-31 299,750 $25,206,000 -246
   COLDSTREAM CAPITAL MANAGEMENT INC 25 - 2023-12-31 315,280 $24,507,000 -8,142
   AMARILLO NATIONAL BANK 8 - 2024-03-31 271,989 $22,872,000 -840
   SIGMA INVESTMENT COUNSELORS INC 17 - 2024-03-31 271,311 $22,815,000 -5,355
   XML Financial LLC 7 - 2023-12-31 278,537 $21,651,000 -1,324
   Stratos Wealth Partners LTD. 52 - 2024-03-31 244,956 $20,598,000 -77,742
   Hantz Financial Services Inc. 10 - 2023-12-31 262,812 $20,428,000 -12,931
   REGIONS FINANCIAL CORP 133 - 2024-03-31 228,156 $19,186,000 -285
   MILLER INVESTMENT MANAGEMENT LP 10 - 2023-12-31 237,117 $18,431,000 -2,075
   TRANSAMERICA FINANCIAL ADVISORS, INC. 5 - 2023-12-31 234,366 $18,218,000 -18,018
   PFW Advisors LLC 5 - 2024-03-31 202,188 $17,002,000 -8,714
   WHITTIER TRUST CO OF NEVADA INC 46 - 2023-12-31 207,725 $16,144,000 -150
   Goodwin Investment Advisory 4 - 2023-12-31 204,665 $15,909,000 -18,901
   WOODSTOCK CORP 14 - 2024-03-31 184,249 $15,493,000 -5,905
   TEXAS CAPITAL BANCSHARES INC/TX 3 - 2023-12-31 192,193 $14,939,000 -11,019
   MERCER GLOBAL ADVISORS INC /ADV 241 - 2023-12-31 183,699 $14,279,000 -7,855
   Robertson Stephens Wealth Management LLC 20 - 2023-12-31 178,355 $13,864,000 -14,018
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 228 - 2023-12-31 177,611 $13,809,000 -23,590
   Patton Fund Management Inc. 9 - 2023-12-31 175,118 $13,612,000 -2,990
   CULBERTSON A N & CO INC 5 - 2023-12-31 173,369 $13,476,000 -855
   CONNING ASSET MANAGEMENT CO. 70 - 2024-03-31 155,137 $13,045,000 -35,265
   GOFEN & GLOSSBERG LLC /IL/ 71 - 2022-12-31 191,458 $12,914,000 -538
   BRADLEY FOSTER & SARGENT INC/CT 87 - 2023-12-31 161,146 $12,526,000 -6,111
   OLD NATIONAL BANCORP /IN/ 87 - 2024-03-31 142,916 $12,018,000 -5,213
   One Capital Management LLC 52 - 2023-12-31 152,215 $11,832,000 -2,406
   Callan Family Office LLC 10 - 2023-12-31 151,310 $11,761,000 -1,325
   AMERIVEST INVESTMENT MANAGEMENT LLC 66 - 2023-06-30 153,861 $11,236,000 -5,191
   BUCKINGHAM ASSET MANAGEMENT, LLC 96 - 2023-12-31 137,800 $10,711,000 -6,737
   BAILARD BIEHL & KAISER INC 72 - 2023-12-31 137,601 $10,696,000 -2,825
   PROFFITT & GOODSON INC 13 - 2024-03-31 126,712 $10,655,000 -2,997
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1950 - 2023-12-31 136,163 $10,584,000 -26,946
   LJI Wealth Management LLC 10 - 2023-12-31 134,637 $10,465,000 -276
   PFS INVESTMENTS INC. 129 - 2023-06-30 141,744 $10,352,000 -31,517
   Streettalk Advisors LLC 33 - 2023-12-31 131,723 $10,239,000 -1,294
   Cresset Asset Management LLC 204 - 2023-12-31 130,471 $10,142,000 -2,720
   RAYMOND JAMES TRUST CO 93 - 2024-03-31 118,827 $9,992,000 -1,606
   Hartland & Co. LLC 40 - 2023-12-31 127,346 $9,899,000 -1,705
   FTB Advisors Inc. 109 - 2024-03-31 117,126 $9,849,000 -11,239
   Cetera Investment Advisers 234 - 2023-12-31 125,686 $9,770,000 -19,579
   MOODY NATIONAL BANK TRUST DIVISION 9 - 2024-03-31 113,786 $9,568,000 -152
   Ullmann Financial Group Inc. 16 - 2023-12-31 115,529 $8,980,000 -2,771
   FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT IN 31 - 2024-03-31 106,383 $8,946,000 -2,097
   TRUST POINT INC. 17 - 2024-03-31 104,130 $8,756,000 -1,154
   HERON FINANCIAL GROUP LLC 4 - 2023-06-30 113,546 $8,292,000 -5,369
   Moser Wealth Advisors LLC 5 - 2023-12-31 104,937 $8,157,000 -4,062
   Equitable Holdings Inc. 160 - 2023-12-31 103,458 $8,042,000 -2,125
   SHELTON WEALTH MANAGEMENT LLC 2 - 2023-12-31 102,312 $7,953,000 -29,290
   FULTON BANK, N.A. 29 - 2024-03-31 94,444 $7,942,000 -3,016
   Schneider Downs Wealth Management Advisors LP 14 - 2023-12-31 102,100 $7,936,000 -3,107
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 28 - 2024-03-31 94,342 $7,933,000 -2,343
   BRIGHTON JONES LLC 44 - 2023-12-31 100,258 $7,793,000 -1,078
   FIRST MERCHANTS CORP 55 - 2024-03-31 89,010 $7,485,000 -3,289
   Full Sail Capital LLC 49 - 2023-12-31 94,206 $7,323,000 -12,130
   Fifth Third Securities Inc. 38 - 2024-03-31 84,771 $7,128,000 -1,567
   IEQ CAPITAL LLC 122 - 2023-12-31 90,017 $6,997,000 -1,304
   SALEM INVESTMENT COUNSELORS INC 66 - 2024-03-31 81,000 $6,811,000 -124
   Rossmore Private Capital 27 - 2023-12-31 86,659 $6,739,000 -917
   FORTE ASSET MANAGEMENT LLC 6 - 2023-12-31 86,413 $6,717,000 -1,093
   GUARANTY TRUST CO OF MISSOURI /MO/ 110 - 2024-03-31 79,725 $6,704,000 -256
   SAVANT CAPITAL MANAGEMENT INC 159 - 2023-12-31 82,741 $6,431,000 -24,878
   Verdence Capital Advisors LLC 43 - 2024-03-31 75,450 $6,345,000 -22,464
  100 Records found
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