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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
   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
   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
   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
   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
   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
   CLEARBRIDGE ADVISORS LLC 385 - 2023-12-31 331,180 $34,476,000 310,373
   Cardinal Strategic Wealth Guidance 3 - 2024-03-31 271,189 $31,786,000 15,481
   CX Institutional 16 - 2024-03-31 246,943 $28,944,000 77,639
   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
   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
   Private Advisor Group LLC 127 - 2024-03-31 181,420 $21,264,000 1,111
   CUTLER INVESTMENT COUNSEL LLC 8 - 2024-03-31 171,820 $20,139,000 12,389
   HOWE & RUSLING INC 10 - 2023-12-31 189,907 $19,769,000 12,786
   AMERIVEST INVESTMENT MANAGEMENT LLC 54 - 2023-06-30 185,275 $18,091,000 2,736
   BB&T CORP 451 - 2023-12-31 164,927 $17,169,000 5,072
   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
   F3Logic LLC 11 - 2022-12-31 185,535 $15,125,000 58,369
   COHO PARTNERS LTD 31 - 2023-12-31 143,669 $14,956,000 16,817
   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
   VERITY & VERITY, LLC 32 - 2024-03-31 99,066 $13,316,000 95,997
   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
   NBT BANK N A /NY 28 - 2024-03-31 101,424 $11,888,000 12,228
   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
   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
   Stratos Wealth Partners LTD. 144 - 2024-03-31 76,046 $8,913,000 1,194
   GDS Wealth Management 49 - 2024-03-31 75,372 $8,834,000 11,550
   Quent Capital LLC 23 - 2024-03-31 73,384 $8,601,000 1,028
   HORIZON INVESTMENTS, LLC/SC 56 - 2023-12-31 80,330 $8,362,000 7,275
   MULTIFINANCIAL SECURITIES CORP 178 - 2023-12-31 78,493 $8,171,000 1,146
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 534 - 2024-03-31 67,926 $7,962,000 8,413
   THOROUGHBRED FINANCIAL SERVICES LLC 34 - 2023-12-31 75,066 $7,814,000 58
   Rooted Wealth Advisors Inc. 6 - 2024-03-31 64,426 $7,502,000 1,278
   MITCHELL CAPITAL MANAGEMENT CO 16 - 2023-12-31 68,818 $7,164,000 2,344
   IHT Wealth Management LLC 68 - 2023-12-31 66,863 $6,960,000 340
   MY PURPOSEFUL WEALTH CORP. 6 - 2024-03-31 57,449 $6,734,000 11,789
   ATRIA INVESTMENTS LLC 238 - 2023-12-31 61,858 $6,439,000 6,293
   JANNEY MONTGOMERY SCOTT LLC 676 - 2024-03-31 52,640 $6,170,000 18,497
   LINCOLN NATIONAL CORP 126 - 2024-03-31 51,842 $6,076,000 22,577
   Cetera Investment Advisers 391 - 2023-12-31 54,919 $5,717,000 717
   MARINER WEALTH ADVISORS, LLC 644 - 2023-12-31 54,071 $5,629,000 4,086
   Foundry Financial Group Inc. 14 - 2024-03-31 44,693 $5,238,000 3,618
   MidWestOne Financial Group Inc. 7 - 2023-12-31 48,800 $5,080,000 7,770
   Colorado Capital Management Inc. 14 - 2024-03-31 38,191 $4,476,000 821
   RFG Advisory Group LLC 118 - 2024-03-31 36,780 $4,311,000 6,061
   CWM LLC 448 - 2024-03-31 35,915 $4,210,000 1,546
   Windward Private Wealth Management Inc. 13 - 2023-12-31 39,321 $4,093,000 426
   INVESTMENT ADVISORY SERVICES INC /TX /ADV 14 - 2024-03-31 34,858 $4,086,000 529
   PARSONS CAPITAL MANAGEMENT INC/RI 89 - 2024-03-31 32,188 $3,773,000 396
   Csenge Advisory Group 103 - 2024-03-31 28,816 $3,378,000 2,454
   Atria Wealth Solutions Inc. 433 - 2023-12-31 31,513 $3,281,000 1,432
   Watchman Group Inc. 42 - 2023-12-31 30,197 $3,144,000 1,204
   Flagship Private Wealth LLC 15 - 2024-03-31 26,458 $3,101,000 1,806
   Columbus Macro LLC 17 - 2024-03-31 26,260 $3,078,000 409
   TRANSATLANTIQUE PRIVATE WEALTH LLC 8 - 2023-12-31 29,016 $3,021,000 13,055
   GUARANTY TRUST CO OF MISSOURI /MO/ 195 - 2024-03-31 24,158 $2,832,000 161
   Benedetti & Gucer Inc. 17 - 2023-12-31 25,371 $2,641,000 2,011
   Omega Financial Group LLC 31 - 2024-03-31 22,480 $2,635,000 9
   JANE STREET GROUP LLC 2125 - 2023-12-31 25,174 $2,621,000 22,819
   Garde Capital Inc. 53 - 2023-12-31 24,848 $2,587,000 3,400
   RENAISSANCE TECHNOLOGIES LLC 1794 - 2023-12-31 24,700 $2,571,000 20,200
   Sailer Financial LLC 18 - 2023-12-31 24,383 $2,538,000 363
   Traveka Wealth LLC 27 - 2024-03-31 19,160 $2,246,000 198
   Vident Advisory LLC 356 - 2023-12-31 21,213 $2,208,000 15,758
   EVOKE WEALTH LLC 223 - 2023-12-31 21,167 $2,203,000 980
   Stokes Family Office LLC 76 - 2023-12-31 20,709 $2,156,000 1,793
   Goss Wealth Management LLC 623 - 2023-12-31 20,283 $2,154,000 1,863
   Sowell Financial Services LLC 217 - 2024-03-31 18,353 $2,151,000 48
   KNIGHTSBRIDGE ASSET MANAGEMENT LLC 47 - 2023-12-31 20,425 $2,126,000 6,733
   ICA Group Wealth Management LLC 45 - 2023-12-31 19,641 $2,045,000 368
   CITADEL ADVISORS LLC 2285 - 2023-12-31 19,647 $2,045,000 19,647
   Y-Intercept (Hong Kong) Ltd 129 - 2023-12-31 19,102 $1,989,000 19,102
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 69 - 2024-03-31 16,817 $1,971,000 229
  100 Records found
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