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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Opal Wealth Advisors LLC 326 *Closed 2024-03-31 0 $0 -9,660
   HEAD & ASSOCIATES LLC 236 *Closed 2023-12-31 0 $0 -1,500
   WSFS CAPITAL MANAGEMENT LLC 419 *Closed 2023-12-31 0 $0 -6,846
   Grey Fox Wealth Advisors LLC 99 *Closed 2024-03-31 0 $0 -9,275
   HORIZON INVESTMENTS, LLC/SC 752 *Closed 2023-12-31 0 $0 -32,500
   Dash Acquisitions Inc. 53 *Closed 2024-03-31 0 $0 -4,952
   Princeton Global Asset Management LLC *Closed 2023-12-31 0 $0 -332
   Schonfeld Strategic Advisors LLC 1778 *Closed 2023-12-31 0 $0 -10,808
   Invera Wealth Advisors LLC 74 *Closed 2024-03-31 0 $0 -4,745
   RENAISSANCE TECHNOLOGIES LLC 3882 *Closed 2023-12-31 0 $0 -35,300
   Cardinal Strategic Wealth Guidance 59 *Closed 2024-03-31 0 $0 -29
   HBK INVESTMENTS L P 85 *Closed 2023-09-30 0 $0 -11,855
   Vident Advisory LLC 1331 *Closed 2023-12-31 0 $0 -7,258
   CoreFirst Bank & Trust 373 *Closed 2023-12-31 0 $0 -1,316
   Lehman & Derafelo Financial Resources LLC 162 *Closed 2022-12-31 0 $0 -250
   HRT FINANCIAL LLC 2407 *Closed 2023-12-31 0 $0 -30,874
   SMI Advisory Services LLC 58 *Closed 2024-03-31 0 $0 -7,106
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -240
   Aurora Private Wealth Inc. 165 *Closed 2024-03-31 0 $0 -3,923
   Stephens Consulting LLC 470 *Closed 2024-03-31 0 $0 -452
   FNY Investment Advisers LLC 516 *Closed 2023-12-31 0 $0 -800
   ASPIREON WEALTH ADVISORS 39 *Closed 2023-03-31 0 $0 -19,989
   Ten Capital Wealth Advisors LLC 281 *Closed 2023-06-30 0 $0 -145
   CFG ASSET MANAGEMENT LLC 483 *Closed 2023-12-31 0 $0 -420
   BANK OF NOVA SCOTIA / 999 *Closed 2023-12-31 0 $0 -13,172
   Canvas Wealth Advisors LLC 156 *Closed 2024-03-31 0 $0 -7,333
   Koss-Olinger Consulting LLC 163 *Closed 2024-03-31 0 $0 -201,759
   MRP Capital Investments LLC 164 *Closed 2023-12-31 0 $0 -1,996
   Alpha Cubed Investments LLC 309 *Closed 2024-03-31 0 $0 -2,797
   DAGCO INC. 269 *Closed 2023-12-31 0 $0 -12,781
   OXBOW ADVISORS, LLC 220 *Closed 2023-12-31 0 $0 -3,620
   SEGALL BRYANT & HAMILL 440 *Closed 2023-12-31 0 $0 -78,147
   True Wealth Design LLC 604 *Closed 2023-12-31 0 $0 -234
   TWO SIGMA SECURITIES LLC 1871 *Closed 2023-12-31 0 $0 -4,476
   Keebeck Wealth Management LLC 277 *Closed 2023-12-31 0 $0 -6,830
   Efficient Wealth Management LLC *Closed 2023-12-31 0 $0 -93
   Ohio Valley Financial Group 253 *Closed 2023-12-31 0 $0 -987
   V Wealth ManagementLLC 321 *Closed 2023-09-30 0 $0 -9,487
   SANDERS MORRIS HARRIS INC/FA 274 *Closed 2024-03-31 0 $0 -5,784
   Pettee Investors Inc. 122 *Closed 2023-12-31 0 $0 -2,900
   SYNTAX RESEARCH INC. 188 *Closed 2023-12-31 0 $0 -1,678
   VERITABLE LP 813 *Closed 2023-09-30 0 $0 -2,038,798
   BKM Wealth Management LLC 486 *Closed 2024-03-31 0 $0 -635
   Mayflower Financial Advisors LLC *Closed 2023-12-31 0 $0 -2,916
   TWELE CAPITAL MANAGEMENT, INC. 38 *Closed 2024-03-31 0 $0 -14,203
   Stonebridge Capital Advisors LLC 914 *Closed 2023-12-31 0 $0 -1,039
   Y-Intercept (Hong Kong) Ltd 1598 *Closed 2023-12-31 0 $0 -17,567
   CIM LLC 184 *Closed 2023-12-31 0 $0 -8,807
   Stokes Family Office LLC 339 *Closed 2023-12-31 0 $0 -3,601
   Wealth CMT 28 *Closed 2023-06-30 0 $0 -11,282
   MECHANICS BANK TRUST DEPARTMENT 192 *Closed 2024-03-31 0 $0 -2,870
   Virginia National Bank 39 *Closed 2023-09-30 0 $0 -2,787
   Syntal Capital Partners LLC 100 *Closed 2023-12-31 0 $0 -6,432
   INTREPID CAPITAL MANAGEMENT INC 211 *Closed 2023-12-31 0 $0 -490
   Moss Adams Wealth Advisors LLC 182 *Closed 2023-12-31 0 $0 -240
   ORRSTOWN FINANCIAL SERVICES INC 82 *Closed 2024-03-31 0 $0 -3,510
   GUNN & Co INVESTMENT MANAGEMENT INC. 124 *Closed 2024-03-31 0 $0 -9,630
   Strategies Wealth Advisors LLC 103 *Closed 2024-03-31 0 $0 -2,595
   Platform Technology Partners 217 *Closed 2023-12-31 0 $0 -3,800
   BW Gestao de Investimentos Ltda. 73 *Closed 2023-12-31 0 $0 -406,850
  60 Records found
  1    
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