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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
   COLONY GROUP, LLC 110 *New 2023-12-31 184,890 $19,247,000 184,890
   BOS Asset Management LLC 5 *New 2024-03-31 54,447 $6,382,000 54,447
   Main Street Financial Solutions LLC 34 *New 2024-03-31 48,130 $5,641,000 48,130
   Envestnet Portfolio Solutions Inc. 490 *New 2024-03-31 28,619 $3,354,000 28,619
   Prime Capital Investment Advisors LLC *New 2023-12-31 13,177 $1,372,000 13,177
   SILVER OAK SECURITIES Inc 150 *New 2024-03-31 8,144 $955,000 8,144
   Benchmark Investment Advisors LLC 136 *New 2023-12-31 8,507 $886,000 8,507
   Waterloo Capital L.P. 156 *New 2023-12-31 7,735 $805,000 7,735
   Northwest Financial Advisors 39 *New 2024-03-31 6,552 $768,000 6,552
   LIBERTY ONE INVESTMENT MANAGEMENT LLC 115 *New 2024-03-31 5,714 $670,000 5,714
   One Charles Private Wealth Services LLC 59 *New 2023-12-31 5,970 $621,000 5,970
   SpiderRock Advisors LLC 377 *New 2024-03-31 4,900 $567,000 4,900
   Kaizen Financial Strategies 48 *New 2024-03-31 4,825 $566,000 4,825
   JustInvest LLC 959 *New 2024-03-31 4,770 $559,000 4,770
   Empower Advisory Group LLC 295 *New 2024-03-31 4,500 $527,000 4,500
   WILEY BROS.-AINTREE CAPITAL LLC 259 *New 2024-03-31 4,425 $519,000 4,425
   SAPIENT CAPITAL LLC 238 *New 2024-03-31 4,403 $516,000 4,403
   GSA CAPITAL PARTNERS LLP 973 *New 2024-03-31 3,707 $434,000 3,707
   Engineers Gate Manager LP 1412 *New 2023-12-31 3,145 $327,000 3,145
   Integrity Advisory LLC 58 *New 2022-12-31 3,806 $310,000 3,806
   WESBANCO BANK INC 485 *New 2024-03-31 2,600 $305,000 2,600
   SIGNATURE SECURITIES GROUP CORPORATION 168 *New 2024-03-31 2,146 $252,000 2,146
   Revisor Wealth Management LLC 162 *New 2024-03-31 2,280 $252,000 2,280
   Soltis Investment Advisors LLC 275 *New 2024-03-31 1,926 $226,000 1,926
   PINNACLE ASSOCIATES LTD 770 *New 2024-03-31 1,895 $222,000 1,895
   Bleakley Financial Group LLC 859 *New 2024-03-31 1,865 $219,000 1,865
   Simplicity WealthLLC 1026 *New 2024-03-31 1,865 $219,000 1,865
   Veriti Management LLC 702 *New 2024-03-31 1,858 $218,000 1,858
   Financial Partners Group Inc 167 *New 2024-03-31 1,825 $214,000 1,825
   AWM CAPITAL LLC 80 *New 2024-03-31 1,803 $211,000 1,803
   KEYBANK NATIONAL ASSOCIATION/OH 1025 *New 2023-12-31 2,015 $210,000 2,015
   Colonial River Wealth Management LLC 161 *New 2024-03-31 1,753 $205,000 1,753
   BLB&B ADVISORS LLC 268 *New 2024-03-31 1,751 $205,000 1,751
   Personal Capital Advisors Corp 467 *New 2022-12-31 2,473 $202,000 2,473
   Collaborative Wealth Managment Inc. 163 *New 2024-03-31 1,719 $201,000 1,719
   Prosperity Consulting Group LLC 318 *New 2024-03-31 1,709 $200,000 1,709
   MITCHELL SINKLER & STARR/PA 163 *New 2024-03-31 920 $108,000 920
   PALISADE ASSET MANAGEMENT, LLC 235 *New 2024-03-31 840 $98,000 840
   WOODMONT INVESTMENT COUNSEL LLC 276 *New 2024-03-31 746 $87,000 746
   Global Wealth Strategies & Associates 135 *New 2024-03-31 150 $18,000 150
   NVWM LLC 283 *New 2024-03-31 136 $16,000 136
   WFA Asset Management Corp 175 *New 2024-03-31 120 $14,000 120
   MATHER GROUP, INC. 1156 *New 2024-03-31 111 $12,000 111
   Cape Investment Advisory Inc. 636 *New 2023-12-31 110 $11,000 110
   BANGOR SAVINGS BANK 426 *New 2024-03-31 70 $8,000 70
   MOGY JOEL R INVESTMENT COUNSEL INC 121 *New 2024-03-31 60 $7,000 60
   Ahrens Investment Partners LLC 711 *New 2023-03-31 83 $7,000 83
   West Financial Advisors LLC 132 *New 2024-03-31 52 $6,000 52
   WASHINGTON TRUST CO 728 *New 2024-03-31 40 $5,000 40
   SIMPLEX TRADING LLC 2113 *New 2024-03-31 19 $2,000 19
   BNP PARIBAS ARBITRAGE SA 2992 *New 2024-03-31 19 $2,000 19
   Oakworth Capital Inc. 649 *New 2024-03-31 9 $1,000 9
   Steward Financial Group LLC 1243 *New 2023-09-30 15 $1,000 15
   ATTICUS WEALTH MANAGEMENT LLC 515 *New 2024-03-31 8 $1,000 8
  54 Records found
  1    
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