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Get Institutions for : 
iShares Tr Russell 3000 Indx (IWV)  
$285.23 2.39 (0.83%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 719    47
Total shares held : 
 25,804,121  
% of shares held : 
 53.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   39  
Amount of shares held : 
 1,298,030  
% of shares held change : 
   2.67%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $244.80  
Last Quarter's Ending Price : 
 $273.74  
Last Quarter's Average Price : 
 $254.97  
Change from last quarter's     
avg. price to the last closing  : 
30.26 (11.87%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
69
 687,720
 2.67%
 
Increased Positions :
208
 1,881,066
 7.29%
 
Unchanged Positions :
226
 1,257,855
 4.87%
 
Decreased Positions :
216
-1,150,625
-4.46%
 
Closed Positions :
22
-120,131
-0.47%
 
Guru Positions :
0
 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
   SCS CAPITAL MANAGEMENT LLC 1 - 2023-12-31 2,105,332 $576,314,000 -57,325
   MORGAN STANLEY 541 - 2023-12-31 1,261,989 $345,457,000 39,720
   NORTHERN TRUST CORP 318 - 2023-12-31 1,122,699 $307,328,000 63,240
   BANK OF AMERICA CORP /DE/ 484 - 2023-12-31 952,987 $260,871,000 -3,912
   J P MORGAN CHASE & CO 503 - 2023-12-31 946,516 $259,099,000 686,337
   GOLDMAN SACHS GROUP INC/ 412 - 2023-12-31 743,875 $203,628,000 25,348
   BANK OF NEW YORK MELLON CORP 366 - 2023-12-31 739,954 $202,555,000 3,575
   BLACKROCK INC. 1628 - 2023-12-31 733,864 $200,888,000 176,989
   PITCAIRN CO 1 - 2023-12-31 541,782 $148,307,000 621
   AMERIPRISE FINANCIAL INC 431 - 2023-12-31 477,409 $130,678,000 -27,154
   FFT WEALTH MANAGEMENT LLC 1 - 2023-12-31 461,450 $126,317,000 34,276
   UBS Group AG 356 - 2023-12-31 457,036 $125,109,000 -33,954
   LPL FINANCIAL CORP 238 - 2023-12-31 443,079 $121,288,000 6,887
   EVENSKY & KATZ INC 4 - 2024-03-31 403,985 $121,228,000 -13,429
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 76 - 2023-09-30 466,979 $114,438,000 -182,622
   HIGHTOWER ADVISORS, LLC 151 - 2023-12-31 309,828 $84,794,000 98,442
   LGL PARTNERS LLC 2 - 2023-12-31 304,422 $83,332,000 2,419
   TLWM 2 - 2023-12-31 297,865 $81,537,000 9,473
   KEYBANK NATIONAL ASSOCIATION/OH 64 - 2023-12-31 294,444 $80,601,000 8,326
   COLONY GROUP, LLC 15 *New 2023-12-31 290,365 $79,485,000 290,365
   PNC FINANCIAL SERVICES GROUP INC 202 - 2023-12-31 273,973 $74,997,000 -11,128
   SENTINEL TRUST CO LBA 2 - 2023-12-31 266,252 $72,884,000 2,550
   Pegasus Partners Ltd. 3 - 2023-12-31 243,996 $66,791,000 5,476
   Family Firm Inc. 1 - 2023-12-31 215,443 $58,975,000 -3,556
   COLONY GROUP LLC 18 - 2023-09-30 239,721 $58,746,000 7,835
   WELLS FARGO & CO/MN 621 - 2023-12-31 211,841 $57,989,000 9,159
   BLAIR WILLIAM & CO/IL 111 - 2023-12-31 208,130 $56,973,000 16,316
   ENVESTNET ASSET MANAGEMENT INC 562 - 2023-12-31 207,955 $56,926,000 1,755
   CI Private Wealth LLC 211 - 2023-12-31 193,064 $52,849,000 -341,878
   MERCER GLOBAL ADVISORS INC /ADV 93 - 2023-12-31 191,882 $52,526,000 -464
   AlphaCore Capital LLC 2 - 2023-12-31 191,832 $52,512,000 16,543
   NEW YORK STATE COMMON RETIREMENT FUND 231 - 2023-12-31 187,086 $51,213,000 -4,687
   BALLENTINE FINN & COMPANY INC 18 - 2024-03-31 170,152 $51,059,000 2,730
   Proficio Capital Partners LLC 4 - 2023-12-31 174,129 $47,666,000 -334
   BESSEMER GROUP INC 195 - 2023-12-31 173,698 $47,549,000 0
   CAPTRUST FINANCIAL ADVISORS 125 - 2023-12-31 171,141 $46,848,000 -3,741
   GM Advisory Group Inc. 9 - 2023-12-31 161,130 $44,108,000 6,912
   DAVIS R M INC 38 - 2023-12-31 161,072 $44,092,000 -260
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 158,040 $43,262,000 -5,200
   COMMONWEALTH EQUITY SERVICES LLC. 236 - 2023-12-31 157,469 $43,106,000 2,600
   CALAMOS WEALTH MANAGEMENT LLC 7 - 2023-12-31 156,897 $42,949,000 1,788
   TIAA FSB 84 - 2023-06-30 165,520 $42,122,000 -2,920
   STEPHENS INC /AR/ 25 - 2023-12-31 149,247 $40,855,000 3,530
   COMMERCE BANK N A/MO 88 - 2023-12-31 148,552 $40,665,000 -250
   FRANKLIN RESOURCES INC 552 - 2023-12-31 143,261 $39,216,000 4,379
   Mill Creek Capital Advisors LLC 19 - 2023-12-31 125,943 $34,476,000 678
   Wind River Trust Co 3 - 2023-12-31 124,692 $34,133,000 0
   BANK OF MONTREAL /CAN/ 528 - 2023-12-31 123,624 $34,005,000 -1,426
   JONES FINANCIAL COMPANIES LLLP 56 - 2023-12-31 124,163 $33,988,000 -3,975
   Portfolio Strategies Inc. 8 - 2023-12-31 121,842 $33,764,000 -1,020
   Geneos Wealth Management Inc. - 2023-12-31 120,628 $33,021,000 -18,363
   TANGLEWOOD WEALTH MANAGEMENT, INC. 10 - 2023-12-31 113,647 $31,110,000 34,155
   ROYAL BANK OF CANADA 901 - 2023-12-31 113,200 $30,986,000 23,378
   Advisor Group Holdings Inc. 337 - 2023-12-31 112,149 $30,704,000 -32,123
   Hantz Financial Services Inc. 5 - 2023-12-31 110,967 $30,376,000 -2,853
   CAPROCK Group Inc. 10 - 2023-12-31 101,123 $27,681,000 -25
   Georgetown University 2 - 2023-12-31 99,839 $27,330,000 792
   Waldron LP 17 - 2023-12-31 98,502 $26,964,000 -266
   Strategic Financial Group LLC - 2023-12-31 97,009 $26,555,000 -6
   Cresset Asset Management LLC 96 - 2023-12-31 94,793 $25,949,000 356
   CSM Advisors LLC 12 *New 2023-12-31 93,400 $25,567,000 93,400
   NSI Retail Advisors LLC 9 *New 2023-12-31 93,400 $25,567,000 93,400
   WARREN AVERETT ASSET MANAGEMENT, LLC 20 - 2023-12-31 93,202 $25,513,000 -1,912
   US BANCORP 267 - 2023-12-31 91,808 $25,132,000 -3,131
   Allspring Global Investments Holdings LLC - 2023-12-31 91,297 $24,992,000 -5,920
   Great Diamond Partners LLC 1 - 2023-12-31 90,698 $24,828,000 -921
   Hartland & Co. LLC 15 - 2023-12-31 89,670 $24,546,000 -302
   BRIGHTON JONES LLC 12 - 2023-12-31 87,671 $23,999,000 -2,048
   COMERICA BANK 166 - 2023-12-31 86,900 $23,788,000 4,579
   HB Wealth Management LLC 33 - 2023-12-31 84,973 $23,261,000 -3,572
   IEQ CAPITAL LLC 44 - 2023-12-31 83,201 $22,775,000 -77
   QUANTITATIVE ADVANTAGE LLC 8 - 2023-03-31 96,020 $22,604,000 140
   FIFTH THIRD BANCORP 168 - 2023-12-31 81,237 $22,238,000 -1,240
   STAIRWAY PARTNERS, LLC 11 - 2024-03-31 73,768 $22,136,000 -3,043
   Campbell Wealth Management 12 - 2023-12-31 78,712 $21,547,000 1,114
   Brookstone Capital Management 50 - 2023-12-31 78,510 $21,491,000 -18,094
   SILVERCREST ASSET MANAGEMENT GROUP LLC 169 - 2023-12-31 76,833 $21,032,000 67,986
   MARINER WEALTH ADVISORS, LLC 300 - 2023-12-31 76,829 $21,031,000 -763
   Brooklyn FI LLC 1 - 2023-12-31 71,996 $19,708,000 3,851
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 5 - 2023-12-31 71,757 $19,643,000 492
   SAVANT CAPITAL MANAGEMENT INC 69 - 2023-12-31 70,618 $19,331,000 37
   Christopher J. Hasenberg Inc 5 - 2023-12-31 69,569 $19,044,000 0
   Rockefeller Capital Management L.P. 304 - 2023-12-31 67,820 $18,565,000 14,884
   TRUEPOINT, INC. 25 - 2023-12-31 64,330 $17,610,000 -71
   VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP - 2023-12-31 63,060 $17,262,000 61,460
   RHUMBLINE ADVISERS 756 - 2023-12-31 62,239 $17,037,000 39,757
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 538 - 2023-12-31 62,160 $17,016,000 692
   JOHNSON INVESTMENT COUNSEL INC 86 - 2023-12-31 61,512 $16,838,000 4,194
   FTB Advisors Inc. 59 - 2023-12-31 60,197 $16,478,000 18,736
   Compass Financial Group Inc. 2 - 2023-12-31 59,209 $16,208,000 -65
   Sontag Advisory LLC 53 - 2023-12-31 58,988 $16,147,000 -281
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 310 - 2023-12-31 58,332 $15,968,000 3,723
   BB&T CORP 467 - 2023-12-31 58,075 $15,897,000 19,244
   CHURCHILL MANAGEMENT GROUP /CA/ 42 - 2024-03-31 51,485 $15,450,000 -7,409
   BKD WEALTH ADVISORS LLC 40 - 2023-12-31 56,378 $15,433,000 -579
   Wealthstream Advisors Inc. 5 - 2023-12-31 56,372 $15,431,000 1,137
   HPM Partners LLC - 2023-12-31 55,013 $15,059,000 43,803
   Diversified Portfolios Inc. 11 - 2023-12-31 54,603 $14,947,000 -13
   OBrien Wealth Partners LLC - 2023-12-31 53,260 $14,579,000 -19
   BUCKINGHAM ASSET MANAGEMENT, LLC 72 - 2023-12-31 52,741 $14,437,000 -4,241
  100 Records found
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