Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
iShares Russell 3000 Value (IWW)  
$87.84 0.56 (0.64%) as of 4:30 Mon 5/6


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 593    15
Total shares held : 
138,017,938  
% of shares held : 
15.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  69  
Amount of shares held : 
7,758,422  
% of shares held change : 
  0.86%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$74.13  
Last Quarter's Ending Price : 
$84.33  
Last Quarter's Average Price
$77.88  
Change from last quarter's     
avg. price to the last closing  : 
9.96 (12.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
44
 1,058,828
 0.77%
 
Increased Positions :
222
 9,531,698
 6.91%
 
Unchanged Positions :
159
 2,323,742
 1.68%
 
Decreased Positions :
168
-2,736,102
-1.98%
 
Closed Positions :
29
-96,002
-0.07%
 
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
   Keener Financial Planning LLC 189 *Closed 2024-03-31 0 $0 -109
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -8,665
   KARLINSKI ANDREW C 4 *Closed 2022-12-31 0 $0 -4
   Foundations Investment Advisors LLC 667 *Closed 2023-12-31 0 $0 -2,716
   Flaharty Asset Management LLC 172 *Closed 2023-12-31 0 $0 -613
   Lehman & Derafelo Financial Resources LLC 122 *Closed 2022-12-31 0 $0 -150
   Curated Wealth Partners LLC 12 *Closed 2024-03-31 0 $0 -5,750
   Sandy Cove Advisors LLC 125 *Closed 2024-03-31 0 $0 -42,254
   Peterson Financial Group Inc. 77 *Closed 2024-03-31 0 $0 -3,993
   MARBLE HARBOR INVESTMENT COUNSEL LLC 199 *Closed 2023-12-31 0 $0 -2,713
   MARSHALL WACE LLP 1919 *Closed 2023-12-31 0 $0 -4,971
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 835 *Closed 2023-12-31 0 $0 -42
   CYPRESS CAPITAL MANAGEMENT LLC 57 *Closed 2022-12-31 0 $0 -6,045
   MORRIS FINANCIAL CONCEPTS INC. 171 *Closed 2024-03-31 0 $0 -55
   VERITABLE LP 314 *Closed 2023-09-30 0 $0 -4,484
   EARNEST PARTNERS LLC 664 *Closed 2023-12-31 0 $0 -87
   Eagle Strategies LLC 321 *Closed 2024-03-31 0 $0 -24,888
   Actinver Wealth Management Inc. *Closed 2024-03-31 0 $0 -8,159
   Vident Investment Advisory LLC 783 *Closed 2023-09-30 0 $0 -146,046
   Levin Easterly Partners LLC *Closed 2024-03-31 0 $0 -20,495
   Integrated Investment Consultants LLC 296 *Closed 2024-03-31 0 $0 -3,500
   OGOREK ANTHONY JOSEPH /NY/ /ADV 285 *Closed 2024-03-31 0 $0 -267
   Zhang Financial LLC 268 *Closed 2024-03-31 0 $0 -4,361
   HM PAYSON & CO 1036 *Closed 2023-12-31 0 $0 -53
   IPG Investment Advisors LLC 203 *Closed 2023-12-31 0 $0 -16,030
   CWS Financial Advisors LLC 146 *Closed 2024-03-31 0 $0 -2,898
   PARKSIDE FINANCIAL BANK & TRUST *Closed 2024-03-31 0 $0 -18
   KFG WEALTH MANAGEMENT LLC 159 *Closed 2024-03-31 0 $0 -3,107
   FIFTH THIRD BANCORP 2505 *Closed 2024-03-31 0 $0 -963
   CONFLUENCE INVESTMENT MANAGEMENT LLC 305 *Closed 2024-03-31 0 $0 -3,231
   Ford Financial Group Inc. 116 *Closed 2023-03-31 0 $0 -6,118
   Syntal Capital Partners LLC 95 *Closed 2023-12-31 0 $0 -2,982
   Y-Intercept (Hong Kong) Ltd 1669 *Closed 2023-12-31 0 $0 -10,549
   SP Asset Management LLC 121 *Closed 2023-12-31 0 $0 -3,535
   Ten Capital Wealth Advisors LLC 565 *Closed 2023-06-30 0 $0 -162
   Abacus Planning Group Inc. 212 *Closed 2024-03-31 0 $0 -3,532

  36 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results