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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
   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
   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
   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
   FFT WEALTH MANAGEMENT LLC 1 - 2023-12-31 461,450 $126,317,000 34,276
   LPL FINANCIAL CORP 238 - 2023-12-31 443,079 $121,288,000 6,887
   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
   KEYBANK NATIONAL ASSOCIATION/OH 64 - 2023-12-31 294,444 $80,601,000 8,326
   Pegasus Partners Ltd. 3 - 2024-03-31 245,792 $73,757,000 1,796
   SENTINEL TRUST CO LBA 2 - 2023-12-31 266,252 $72,884,000 2,550
   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
   AlphaCore Capital LLC 2 - 2023-12-31 191,832 $52,512,000 16,543
   BALLENTINE FINN & COMPANY INC 18 - 2024-03-31 170,152 $51,059,000 2,730
   GM Advisory Group Inc. 9 - 2023-12-31 161,130 $44,108,000 6,912
   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
   STEPHENS INC /AR/ 25 - 2023-12-31 149,247 $40,855,000 3,530
   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
   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
   Georgetown University 2 - 2023-12-31 99,839 $27,330,000 792
   Cresset Asset Management LLC 96 - 2023-12-31 94,793 $25,949,000 356
   Brookstone Capital Management 53 - 2024-03-31 82,416 $24,731,000 3,906
   FIFTH THIRD BANCORP 165 - 2024-03-31 81,420 $24,433,000 183
   COMERICA BANK 166 - 2023-12-31 86,900 $23,788,000 4,579
   QUANTITATIVE ADVANTAGE LLC 8 - 2023-03-31 96,020 $22,604,000 140
   Brooklyn FI LLC 2 - 2024-03-31 72,310 $21,699,000 314
   Campbell Wealth Management 12 - 2023-12-31 78,712 $21,547,000 1,114
   SILVERCREST ASSET MANAGEMENT GROUP LLC 169 - 2023-12-31 76,833 $21,032,000 67,986
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 497 - 2024-03-31 68,022 $20,412,000 5,862
   SAVANT CAPITAL MANAGEMENT INC 69 - 2023-12-31 70,618 $19,331,000 37
   Rockefeller Capital Management L.P. 304 - 2023-12-31 67,820 $18,565,000 14,884
   RHUMBLINE ADVISERS 756 - 2023-12-31 62,239 $17,037,000 39,757
   JOHNSON INVESTMENT COUNSEL INC 86 - 2023-12-31 61,512 $16,838,000 4,194
   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
   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
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 7 - 2022-12-31 65,125 $14,372,000 502
   JAFFETILCHIN INVESTMENT PARTNERS LLC 17 - 2023-12-31 48,589 $13,301,000 765
   FIRST NATIONAL TRUST CO 54 - 2024-03-31 40,600 $12,183,000 386
   FMR LLC 1737 - 2023-12-31 43,764 $11,980,000 1,185
   UMB BANK N A/MO 107 - 2024-03-31 38,632 $11,593,000 754
   CLARK CAPITAL MANAGEMENT GROUP INC 149 - 2023-12-31 41,157 $11,266,000 39,114
   CWM LLC 280 - 2024-03-31 35,384 $10,618,000 59
   JFS WEALTH ADVISORS, LLC 24 - 2023-12-31 38,296 $10,483,000 29
   Kestra Advisory Services LLC 280 - 2023-12-31 36,172 $9,902,000 15,395
   FINANCIAL NETWORK 357 - 2023-12-31 35,390 $9,688,000 248
   CREATIVE PLANNING 385 - 2023-12-31 35,313 $9,667,000 2,787
   M&T BANK CORP 313 - 2023-12-31 34,705 $9,500,000 4,600
   Lido Advisors LLC 162 - 2023-12-31 33,272 $9,108,000 263
   EPIQ PARTNERS LLC 2 - 2024-03-31 29,665 $8,902,000 975
   VICTORY CAPITAL MANAGEMENT INC 1091 - 2023-12-31 30,713 $8,407,000 13,875
   Strategic Equity Management 6 - 2024-03-31 24,496 $7,351,000 9,836
   FUND EVALUATION GROUP LLC 21 - 2023-12-31 25,631 $7,016,000 6,457
   ALLIANCEBERNSTEIN L.P. 1335 - 2023-12-31 25,370 $6,945,000 4,464
   WETHERBY ASSET MANAGEMENT INC 53 - 2023-12-31 22,446 $6,144,000 16
   ZACKS INVESTMENT MANAGEMENT 175 - 2023-12-31 21,997 $6,021,000 13,042
   Atlantic Trust Group LLC 368 - 2023-12-31 21,559 $5,902,000 1,833
   Orion Portfolio Solutions LLC 272 - 2023-12-31 21,333 $5,820,000 52
   Cetera Investment Advisers 389 - 2023-12-31 21,102 $5,777,000 527
   Winthrop Advisory Group LLC 20 - 2024-03-31 18,841 $5,654,000 181
   Moran Wealth Management LLC 149 - 2023-12-31 20,586 $5,635,000 12,046
   Baird Financial Group Inc. 636 - 2023-12-31 20,191 $5,527,000 86
   One Day In July LLC 32 - 2024-03-31 18,059 $5,419,000 8,401
   BTC Capital Management Inc. 74 - 2024-03-31 17,567 $5,272,000 1,962
   ESTATE COUNSELORS, LLC - 2023-12-31 19,130 $5,237,000 8,180
   CLS INVESTMENT FIRM LLC 208 - 2022-12-31 23,036 $5,083,000 70
   Chicago Partners Investment Group LLC 107 - 2024-03-31 16,871 $4,878,000 150
   MPS Loria Financial Planners LLC 5 - 2024-03-31 15,925 $4,779,000 670
   MISSION WEALTH MANAGEMENT LLC 80 - 2023-12-31 16,908 $4,628,000 7
   Cedar Wealth Management LLC 10 - 2023-12-31 16,401 $4,490,000 2,036
   Money Matters Financial Group Inc 11 - 2023-12-31 15,337 $4,198,000 15,337
   MULTIFINANCIAL SECURITIES CORP 322 - 2023-12-31 15,171 $4,153,000 477
   RMB CAPITAL MANAGEMENT LLC 177 - 2023-12-31 14,482 $3,964,000 9,017
   ANDERSON HOAGLAND & CO 63 - 2024-03-31 12,940 $3,806,000 1,965
   CITIZENS FINANCIAL GROUP INC/RI 123 - 2023-12-31 13,902 $3,806,000 8,705
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 746 - 2024-03-31 12,242 $3,674,000 268
   Massey Quick & Co. LLC 48 - 2024-03-31 12,161 $3,649,000 361
   PATHSTONE FAMILY OFFICE, LLC 340 - 2023-09-30 14,696 $3,601,000 14,696
   Zhang Financial LLC 59 - 2024-03-31 10,859 $3,259,000 3
   Stratos Wealth Partners LTD. 321 - 2024-03-31 10,688 $3,208,000 665
   Single Point Partners LLC 24 - 2024-03-31 10,416 $3,126,000 7
   JMG FINANCIAL GROUP, LTD. 41 - 2023-12-31 11,360 $3,110,000 172
   Prime Capital Investment Advisors LLC - 2023-12-31 11,355 $3,108,000 9,906
   O SHAUGHNESSY ASSET MANAGEMENT LLC 419 - 2023-12-31 11,329 $3,101,000 10,605
   SAND HILL ADVISORS INC/CA 79 - 2023-12-31 11,221 $3,072,000 2
   MONEYWISE INC. 17 - 2024-03-31 10,146 $3,045,000 7,582
   McClarren Financial Advisors Inc. 10 - 2023-12-31 10,660 $2,918,000 65
   PRIVATE CAPITAL MANAGEMENT LLC 31 - 2024-03-31 9,698 $2,910,000 445
   ADVISORY SERVICES NETWORK, LLC 323 - 2023-12-31 10,358 $2,835,000 1,505
   SAX WEALTH ADVISORS LLC 40 - 2023-12-31 10,264 $2,810,000 27
   PRUDENTIAL FINANCIAL INC 1230 - 2023-12-31 10,163 $2,782,000 808
  100 Records found
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