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Get Institutions for : 
iShares Russell 3000 Growth (IWZ)  
$117.44 0.04 (0.03%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 572    2
Total shares held : 
 104,036,936  
% of shares held : 
 11.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   31  
Amount of shares held : 
 3,506,555  
% of shares held change : 
   0.39%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $95.16  
Last Quarter's Ending Price : 
 $104.10  
Last Quarter's Average Price : 
 $98.51  
Change from last quarter's     
avg. price to the last closing  : 
18.93 (19.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 493,282
 0.47%
 
Increased Positions :
210
 5,244,646
 5.04%
 
Unchanged Positions :
141
 789,329
 0.76%
 
Decreased Positions :
181
-2,126,712
-2.04%
 
Closed Positions :
38
-104,661
-0.1%
 
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
   BANK OF AMERICA CORP /DE/ 47 - 2023-12-31 36,230,437 $3,771,588,000 496,736
   LPL FINANCIAL CORP 15 - 2023-12-31 14,223,600 $1,480,677,000 377,543
   MORGAN STANLEY 179 - 2023-12-31 11,284,620 $1,174,729,000 149,577
   JONES FINANCIAL COMPANIES LLLP 23 - 2023-12-31 7,181,679 $747,613,000 -76,378
   J P MORGAN CHASE & CO 541 - 2023-12-31 2,128,547 $221,582,000 1,825,072
   Ronald Blue Trust Inc. 15 - 2024-03-31 1,463,021 $171,481,000 11,343
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 51 - 2023-09-30 1,777,363 $168,547,000 43,958
   COMMONWEALTH EQUITY SERVICES LLC. 72 - 2024-03-31 1,317,572 $154,433,000 42,921
   ENVESTNET ASSET MANAGEMENT INC 324 - 2023-12-31 1,306,377 $135,994,000 -61,807
   UBS Group AG 339 - 2023-12-31 1,289,228 $134,209,000 -61,815
   WELLS FARGO & CO/MN 367 - 2023-12-31 1,230,828 $128,129,000 215,364
   Spire Wealth Management 7 - 2024-03-31 152,932 $125,533,000 -2,313
   Facet Wealth Inc. 6 - 2023-12-31 917,151 $101,556,000 88,634
   PNC FINANCIAL SERVICES GROUP INC 182 - 2023-12-31 851,690 $88,661,000 -30,318
   FMR LLC 1118 - 2023-12-31 731,678 $76,168,000 -4,678
   RAYMOND JAMES & ASSOCIATES 316 - 2024-03-31 630,549 $73,907,000 -148,463
   ROYAL BANK OF CANADA 557 - 2023-12-31 706,864 $73,584,000 7,644
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 177 - 2024-03-31 622,180 $72,926,000 24,547
   BANK OF NEW YORK MELLON CORP 831 - 2024-03-31 608,896 $71,369,000 600,239
   BENJAMIN F. EDWARDS & COMPANY INC. 8 - 2024-03-31 596,250 $69,887,000 -2,660
   HIGHTOWER ADVISORS, LLC 198 - 2023-12-31 634,530 $66,028,000 19,001
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 152 - 2023-12-31 530,375 $55,212,000 18,468
   AMERIPRISE FINANCIAL INC 735 - 2023-12-31 522,876 $54,654,000 20,137
   Legacy Financial Group LLC 1 - 2024-03-31 455,135 $53,346,000 427,369
   CI Private Wealth LLC 231 - 2023-12-31 436,558 $45,446,000 426,139
   Tennessee Valley Asset Management Partners 2 - 2024-03-31 387,013 $45,362,000 7,148
   HANSON MCCLAIN, INC. 39 - 2024-03-31 381,890 $44,761,000 -10,110
   BLACKROCK INC. 2509 - 2023-12-31 414,356 $43,134,000 19,335
   Madison Wealth Partners Inc 2 - 2024-03-31 342,335 $40,125,000 1,618
   Windsor Group LTD 2 - 2023-09-30 405,832 $38,485,000 6,563
   Tanglewood Legacy Advisors LLC 2 - 2024-03-31 313,710 $36,770,000 7,468
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1224 - 2023-12-31 339,248 $35,316,000 -12,486
   CLEARBRIDGE ADVISORS LLC 385 - 2023-12-31 331,180 $34,476,000 310,373
   DOLIVER CAPITAL ADVISORS INC 2 - 2024-03-31 289,201 $33,897,000 -47,873
   Cardinal Strategic Wealth Guidance 3 - 2024-03-31 271,189 $31,786,000 15,481
   Advisor Group Holdings Inc. 324 - 2023-12-31 304,744 $31,727,000 -236,907
   Veracity Capital LLC 2 - 2024-03-31 269,854 $31,630,000 -2,072
   Charles Schwab Trust Co 8 - 2024-03-31 269,030 $31,533,000 -10,707
   DDFG Inc 1 - 2024-03-31 264,630 $31,017,000 -7,731
   SANDY SPRING BANK - 2023-12-31 287,278 $29,906,000 -5,210
   CX Institutional 16 - 2024-03-31 246,943 $28,944,000 77,639
   HILLTOP WEALTH ADVISORS LLC 1 - 2024-03-31 244,944 $28,710,000 -1,508
   Petix & Botte Co 1 - 2023-12-31 269,764 $28,082,000 -239
   FINANCIAL NETWORK 135 - 2023-12-31 269,648 $28,070,000 11,637
   GOLDMAN SACHS GROUP INC/ 1343 - 2023-12-31 259,919 $27,058,000 146,235
   NATIXIS ASSET MANAGEMENT ADVISORS LP 322 - 2024-03-31 225,424 $26,422,000 35,714
   Strategies Wealth Advisors LLC 10 - 2024-03-31 221,741 $25,990,000 -13,238
   Equitable Holdings Inc. 70 - 2023-12-31 245,306 $25,536,000 4,588
   ALLIANCEBERNSTEIN L.P. 794 - 2023-12-31 238,440 $24,822,000 16,065
   MODERA WEALTH MANAGEMENT, LLC 62 - 2023-12-31 233,876 $24,346,000 233,876
   ForthRight Wealth Management LLC 4 - 2024-03-31 203,043 $23,799,000 -1,924
   Baird Financial Group Inc. 304 - 2023-12-31 206,218 $21,467,000 -5,430
   Mascoma Wealth Management LLC 5 - 2024-03-31 182,538 $21,395,000 -11,187
   Private Advisor Group LLC 127 - 2024-03-31 181,420 $21,264,000 1,111
   BLAIR WILLIAM & CO/IL 202 - 2023-12-31 198,370 $20,650,000 -14,582
   Edge Capital Group LLC 20 - 2023-12-31 198,124 $20,625,000 -19,783
   H D Vest Advisory Services 79 - 2023-12-31 197,427 $20,552,000 -965
   CUTLER INVESTMENT COUNSEL LLC 8 - 2024-03-31 171,820 $20,139,000 12,389
   ERTS Wealth Advisors LLC 9 - 2024-03-31 170,864 $20,027,000 -12,964
   HOWE & RUSLING INC 10 - 2023-12-31 189,907 $19,769,000 12,786
   COLONY GROUP, LLC 110 *New 2023-12-31 184,890 $19,247,000 184,890
   AMERIVEST INVESTMENT MANAGEMENT LLC 54 - 2023-06-30 185,275 $18,091,000 2,736
   SAVANT CAPITAL MANAGEMENT INC 79 - 2023-12-31 170,708 $17,771,000 -1,301
   BB&T CORP 451 - 2023-12-31 164,927 $17,169,000 5,072
   Integrated Wealth Concepts LLC 87 - 2023-12-31 158,781 $16,529,000 -6,940
   Adviser Investments LLC 74 - 2024-03-31 139,370 $16,336,000 -9,010
   AE Wealth Management LLC 279 - 2023-12-31 148,345 $16,084,000 -116,037
   Helen Stephens Group LLC 5 - 2024-03-31 136,423 $15,990,000 7,256
   WIN ADVISORS INC 1 - 2024-03-31 136,001 $15,941,000 136,001
   HUDOCK MOYER WEALTH RESOURCES, LLC 10 - 2024-03-31 134,067 $15,714,000 -1,690
   MML INVESTORS SERVICES LLC 274 - 2023-12-31 149,426 $15,555,000 -12,740
   F3Logic LLC 11 - 2022-12-31 185,535 $15,125,000 58,369
   Gallagher Benefit Services Inc. 11 - 2022-12-31 185,535 $15,125,000 0
   COHO PARTNERS LTD 31 - 2023-12-31 143,669 $14,956,000 16,817
   STIFEL FINANCIAL CORP 621 - 2023-12-31 143,415 $14,931,000 -12,863
   Amplius Wealth Advisors LLC 17 - 2024-03-31 125,588 $14,720,000 -8,120
   Financial Advocates Investment Management 18 - 2024-03-31 122,178 $14,502,000 2,759
   PRINCIPAL SECURITIES INC. 43 - 2024-03-31 118,840 $13,929,000 6,300
   ZRC WEALTH MANAGEMENT LLC 3 - 2024-03-31 118,344 $13,839,000 10,078
   COLONY GROUP LLC 115 - 2023-09-30 143,654 $13,623,000 -3,485
   VERITY & VERITY, LLC 32 - 2024-03-31 99,066 $13,316,000 95,997
   Canvas Wealth Advisors LLC 6 - 2024-03-31 112,263 $12,685,000 -10,292
   Birchcreek Wealth Management LLC 1 - 2024-03-31 106,909 $12,531,000 1,401
   Vantage Financial Partners LLC 10 - 2024-03-31 101,916 $11,946,000 2,733
   CAPTRUST FINANCIAL ADVISORS 333 - 2023-12-31 114,374 $11,906,000 -12,305
   NBT BANK N A /NY 28 - 2024-03-31 101,424 $11,888,000 12,228
   M&T BANK CORP 283 - 2023-12-31 113,894 $11,856,000 -13,329
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 171 - 2023-12-31 112,634 $11,725,000 -62,053
   Kestra Advisory Services LLC 239 - 2023-12-31 112,468 $11,708,000 1,425
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 431 - 2024-03-31 98,475 $11,542,000 34,515
   IRONWOOD WEALTH MANAGEMENT INC. 9 - 2024-03-31 97,531 $11,484,000 -913
   Rockefeller Capital Management L.P. 419 - 2023-12-31 107,291 $11,169,000 -1,725
   Richard W. Paul & Associates LLC - 2023-12-31 105,447 $10,977,000 3,142
   FOUNDERS FINANCIAL SECURITIES LLC 26 - 2024-03-31 84,207 $9,870,000 2,943
   Financial Council Asset Management Inc 3 - 2023-12-31 94,400 $9,827,000 593
   Global Strategic Investment Solutions LLC 24 - 2024-03-31 83,080 $9,738,000 -298
   PCA Investment Advisory Services Inc. 3 - 2023-12-31 93,384 $9,721,000 -5,190
   Brio Consultants LLC 16 - 2024-03-31 82,718 $9,695,000 -3,720
   NorthStar Asset Management LLC /NJ/ 2 - 2023-12-31 92,841 $9,665,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 113 - 2024-03-31 81,981 $9,609,000 -28,601
  100 Records found
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