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Get Institutions for : 
iShares Tr Russell 3000 Indx (IWV)  
$286.49 0.46 (0.16%) as of 4:30 Wed 5/1


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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  : 
31.52 (12.36%)  




 
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
   COLONY GROUP, LLC 15 *New 2023-12-31 290,365 $79,485,000 290,365
   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
   Humankind Investments LLC 9 *New 2023-12-31 24,570 $6,726,000 24,570
   Jordan Park Group LLC 21 *New 2023-12-31 24,422 $6,685,000 24,422
   Financial Services Advisory Inc 20 *New 2023-12-31 20,269 $5,548,000 20,269
   SEI INVESTMENTS CO 1305 *New 2023-12-31 13,611 $3,726,000 13,611
   Everhart Financial Group Inc. 19 *New 2023-12-31 12,007 $3,287,000 12,007
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 45 *New 2023-12-31 10,764 $2,947,000 10,764
   FEDERATED INVESTORS INC /PA/ 859 *New 2023-12-31 9,911 $2,713,000 9,911
   QRG CAPITAL MANAGEMENT INC. 363 *New 2023-12-31 9,048 $2,477,000 9,048
   FIDUCIARY MANAGEMENT INC /WI/ 63 *New 2023-12-31 7,860 $2,152,000 7,860
   FULLER & THALER ASSET MANAGEMENT, INC. 385 *New 2023-12-31 4,934 $1,351,000 4,934
   Simplicity WealthLLC 458 *New 2024-03-31 4,163 $1,249,000 4,163
   TOCQUEVILLE ASSET MANAGEMENT LP 332 *New 2023-12-31 3,845 $1,053,000 3,845
   Fort Sheridan Advisors LLC 85 *New 2023-12-31 3,363 $921,000 3,363
   Avestar Capital LLC 119 *New 2023-12-31 3,128 $856,000 3,128
   Benchmark Investment Advisors LLC 144 *New 2023-12-31 2,903 $795,000 2,903
   LINCOLN NATIONAL CORP 534 *New 2023-12-31 2,711 $742,000 2,711
   12th Street Asset Management Company LLC 32 *New 2023-12-31 2,251 $616,000 2,251
   NEW SOUTH CAPITAL MANAGEMENT INC 57 *New 2023-12-31 2,155 $590,000 2,155
   Harbor Advisors LLC 97 *New 2023-12-31 2,000 $547,000 2,000
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 176 *New 2023-12-31 1,838 $503,000 1,838
   CALAMOS ADVISORS LLC 487 *New 2023-12-31 1,666 $456,000 1,666
   CRESTWOOD ADVISORS LLC 274 *New 2023-12-31 1,593 $436,000 1,593
   Forum Financial Management LP 335 *New 2023-12-31 1,566 $429,000 1,566
   WESTWOOD HOLDINGS GROUP INC 364 *New 2023-12-31 1,557 $426,000 1,557
   Golden State Equity Partners 249 *New 2023-12-31 1,269 $347,000 1,269
   DCM Advisors LLC 96 *New 2023-12-31 1,255 $344,000 1,255
   Marks Group Wealth Management Inc 252 *New 2023-12-31 1,160 $318,000 1,160
   MOODY ALDRICH PARTNERS LLC *New 2023-12-31 1,155 $316,000 1,155
   EMPIRICAL FINANCIAL SERVICES, LLC 390 *New 2023-12-31 1,143 $313,000 1,143
   Lauterbach Financial Advisors LLC 46 *New 2023-12-31 1,094 $300,000 1,094
   PARTHENON LLC 103 *New 2023-12-31 1,094 $299,000 1,094
   OPPENHEIMER & CO INC 1148 *New 2023-12-31 1,076 $295,000 1,076
   Retirement Income Solutions Inc 117 *New 2023-12-31 924 $253,000 924
   Cornerstone Wealth Group LLC 215 *New 2024-03-31 782 $235,000 782
   Strategic Wealth Partners Group LLC 64 *New 2023-12-31 850 $233,000 850
   CFO4Life Group LLC *New 2023-12-31 824 $226,000 824
   Capital Group Private Client Services Inc. 248 *New 2023-12-31 800 $219,000 800
   Frisch Financial Group Inc. 117 *New 2023-12-31 783 $214,000 783
   Prosperity Financial Group Inc. 117 *New 2023-12-31 783 $214,000 783
   Apollon Wealth Management LLC 974 *New 2023-12-31 779 $213,000 779
   Summit Place Financial Advisors LLC 86 *New 2023-12-31 775 $212,000 775
   AVALON ADVISORS L P 304 *New 2023-03-31 900 $212,000 900
   Principle Wealth Partners LLC 330 *New 2024-03-31 703 $211,000 703
   PRICE T ROWE ASSOCIATES INC /MD/ 2513 *New 2023-12-31 764 $210,000 764
   Blue Barn Wealth LLC 117 *New 2023-12-31 765 $209,000 765
   THRIVENT FINANCIAL FOR LUTHERANS 2348 *New 2023-12-31 765 $209,000 765
   CAPE ANN SAVINGS BANK 81 *New 2023-12-31 755 $209,000 755
   Union Bankshares Corp 273 *New 2024-03-31 692 $208,000 692
   Grant Street Asset Management Inc. *New 2023-12-31 754 $207,000 754
   GAMCO INVESTORS INC ET AL 781 *New 2023-12-31 750 $205,000 750
   Naviter Wealth LLC 214 *New 2024-03-31 680 $204,000 680
   PARSONS CAPITAL MANAGEMENT INC/RI 421 *New 2024-03-31 675 $203,000 675
   CRA Financial Services LLC 232 *New 2024-03-31 672 $202,000 672
   Signal Advisors Wealth LLC 287 *New 2024-03-31 670 $201,000 670
   Investmark Advisory Group LLC 116 *New 2023-12-31 735 $201,000 735
   Auxano Advisors LLC 128 *New 2023-12-31 734 $201,000 734
   Ritter Daniher Financial Advisory LLC / DE 104 *New 2023-12-31 435 $119,000 435
   MCMILLION CAPITAL MANAGEMENT INC 108 *New 2023-06-30 137 $35,000 137
   Ahrens Investment Partners LLC 444 *New 2023-03-31 100 $24,000 100
   JDM Financial Group LLC 97 *New 2023-12-31 73 $20,000 73
   Oakworth Capital Inc. 441 *New 2024-03-31 44 $13,000 44
   SHEETS SMITH & ASSOCIATES INC 450 *New 2023-09-30 29 $7,000 29
   ICA Group Wealth Management LLC 1231 *New 2023-12-31 3 $1,000 3
  66 Records found
  1    
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