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Get Institutions for : 
iShares Russell 3000 Growth (IWZ)  
$114.38 2.06 (1.83%) as of 4:30 Fri 4/26


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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  : 
15.87 (16.11%)  




 
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
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 51 - 2023-09-30 1,777,363 $168,547,000 43,958
   Ronald Blue Trust Inc. 17 - 2023-12-31 1,451,678 $137,663,000 -16,620
   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
   COMMONWEALTH EQUITY SERVICES LLC. 77 - 2023-12-31 1,274,651 $132,691,000 -47,863
   WELLS FARGO & CO/MN 367 - 2023-12-31 1,230,828 $128,129,000 215,364
   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
   RAYMOND JAMES & ASSOCIATES 273 - 2023-12-31 779,012 $81,095,000 137,861
   FMR LLC 1118 - 2023-12-31 731,678 $76,168,000 -4,678
   ROYAL BANK OF CANADA 557 - 2023-12-31 706,864 $73,584,000 7,644
   HIGHTOWER ADVISORS, LLC 198 - 2023-12-31 634,530 $66,028,000 19,001
   BENJAMIN F. EDWARDS & COMPANY INC. 7 - 2023-12-31 598,910 $62,347,000 29,805
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 194 - 2023-12-31 597,633 $62,214,000 -12,299
   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
   BLACKROCK INC. 2509 - 2023-12-31 414,356 $43,134,000 19,335
   HANSON MCCLAIN, INC. - 2023-12-31 392,000 $40,807,000 28,953
   Tennessee Valley Asset Management Partners 2 - 2023-12-31 379,865 $39,544,000 2,612
   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
   Madison Wealth Partners Inc 2 - 2023-12-31 340,717 $35,469,000 13,407
   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
   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
   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
   DDFG Inc 1 - 2023-12-31 272,361 $28,353,000 1,165
   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
   Cardinal Strategic Wealth Guidance 2 - 2023-12-31 255,708 $26,621,000 26,391
   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
   Strategies Wealth Advisors LLC - 2023-12-31 234,979 $24,461,000 -11,975
   MODERA WEALTH MANAGEMENT, LLC 62 - 2023-12-31 233,876 $24,346,000 233,876
   Baird Financial Group Inc. 304 - 2023-12-31 206,218 $21,467,000 -5,430
   ForthRight Wealth Management LLC - 2023-12-31 204,967 $21,337,000 2,643
   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
   Mascoma Wealth Management LLC - 2023-12-31 193,725 $20,167,000 -6,727
   HOWE & RUSLING INC 10 - 2023-12-31 189,907 $19,769,000 12,786
   NATIXIS ASSET MANAGEMENT ADVISORS LP 364 - 2023-12-31 189,710 $19,748,000 26,975
   COLONY GROUP, LLC 110 *New 2023-12-31 184,890 $19,247,000 184,890
   ERTS Wealth Advisors LLC - 2023-12-31 183,828 $19,137,000 217
   Private Advisor Group LLC 133 - 2023-12-31 180,309 $18,770,000 4,543
   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
   Spire Wealth Management 36 - 2023-12-31 155,245 $16,655,000 8,386
   CUTLER INVESTMENT COUNSEL LLC 11 - 2023-12-31 159,431 $16,597,000 11,979
   Integrated Wealth Concepts LLC 87 - 2023-12-31 158,781 $16,529,000 -6,940
   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
   MML INVESTORS SERVICES LLC 274 - 2023-12-31 149,426 $15,555,000 -12,740
   Adviser Investments LLC 75 - 2023-12-31 148,380 $15,446,000 5,272
   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
   HUDOCK MOYER WEALTH RESOURCES, LLC - 2023-12-31 135,757 $14,132,000 1,196
   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
   Canvas Wealth Advisors LLC 6 - 2023-12-31 122,555 $12,839,000 5,005
   Financial Advocates Investment Management 19 - 2023-12-31 119,419 $12,457,000 1,078
   Advanced Asset Management Advisors Inc 7 - 2023-12-31 119,600 $12,450,000 -120,000
   CAPTRUST FINANCIAL ADVISORS 333 - 2023-12-31 114,374 $11,906,000 -12,305
   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
   PRINCIPAL SECURITIES INC. 45 - 2023-12-31 112,540 $11,715,000 0
   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
   KESTRA PRIVATE WEALTH SERVICES LLC 83 - 2023-12-31 110,582 $11,512,000 7,519
   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
   Birchcreek Wealth Management LLC 1 - 2023-12-31 105,508 $10,983,000 2,105
   Richard W. Paul & Associates LLC - 2023-12-31 105,447 $10,977,000 3,142
   Vantage Financial Partners LLC 11 - 2023-12-31 99,183 $10,325,000 5,767
   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
   PCA Investment Advisory Services Inc. 3 - 2023-12-31 93,384 $9,721,000 -5,190
   NorthStar Asset Management LLC /NJ/ 2 - 2023-12-31 92,841 $9,665,000 0
   Resources Investment Advisors Inc. 124 - 2023-12-31 91,991 $9,576,000 -3,615
   NBT BANK N A /NY 33 *New 2023-12-31 89,196 $9,285,000 89,196
   Brio Consultants LLC 16 - 2023-12-31 86,438 $8,998,000 11,508
   Stratos Wealth Partners LTD. 144 - 2024-03-31 76,046 $8,913,000 1,194
   Global Strategic Investment Solutions LLC 27 - 2023-12-31 83,378 $8,680,000 -4,020
  100 Records found
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