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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
   MCDONALD PARTNERS LLC 23 - 2024-03-31 32,000 $3,751,000 0
   KOCHIS FITZ/QUINTILE LLC 68 - 2024-03-31 28,242 $3,310,000 0
   HOLLENCREST SECURITIES LLC 76 - 2024-03-31 24,795 $2,906,000 0
   Greenline Partners LLC 51 - 2023-12-31 27,574 $2,870,000 0
   LEGACY PRIVATE TRUST CO. 105 - 2024-03-31 19,300 $2,262,000 0
   CAPROCK Group Inc. 130 - 2024-03-31 17,355 $2,034,000 0
   Ackerman Capital Advisors LLC 31 - 2024-03-31 15,750 $1,846,000 0
   Camden Capital LLC 85 - 2023-12-31 13,056 $1,359,000 0
   Hartland & Co. LLC 195 - 2023-12-31 12,209 $1,271,000 0
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 70 - 2023-12-31 11,624 $1,210,000 0
   ROBINSON SMITH WEALTH ADVISORS LLC 25 - 2024-03-31 9,515 $1,115,000 0
   WHITTIER TRUST CO 372 - 2024-03-31 8,000 $938,000 0
   Inscription Capital LLC 68 - 2024-03-31 7,000 $818,000 0
   WEIL COMPANY INC 68 - 2024-03-31 6,843 $802,000 0
   WETHERBY ASSET MANAGEMENT INC 407 - 2023-12-31 7,605 $792,000 0
   SCHMIDT P J INVESTMENT MANAGEMENT INC 84 - 2024-03-31 6,000 $703,000 0
   TCTC HOLDINGS, LLC 134 - 2024-03-31 5,699 $668,000 0
   Arden Trust Co 130 - 2024-03-31 5,385 $631,000 0
   MADISON ASSET MANAGEMENT LLC 288 - 2024-03-31 5,226 $613,000 0
   BENNETT SELBY INVESTMENTS LP 44 - 2024-03-31 5,000 $586,000 0
   FORTE ASSET MANAGEMENT LLC 42 - 2024-03-31 4,994 $585,000 0
   Beaumont Financial Advisors LLC 189 - 2024-03-31 4,801 $563,000 0
   WHALEROCK POINT PARTNERS LLC 89 - 2023-12-31 5,184 $540,000 0
   RSM US WEALTH MANAGEMENT LLC 424 - 2024-03-31 4,399 $516,000 0
   Worth Financial Advisory Group LLC 75 - 2024-03-31 4,365 $512,000 0
   LEAVELL T & ASSOCIATES INC 346 - 2024-03-31 4,312 $505,000 0
   Weaver Consulting Group 99 - 2024-03-31 4,247 $498,000 0
   PATTEN & PATTEN INC/TN 218 - 2024-03-31 4,164 $488,000 0
   Anchor Investment Management LLC 243 - 2023-12-31 4,636 $483,000 0
   Meridian Wealth Advisors LLC 113 - 2024-03-31 4,075 $478,000 0
   Retirement Income Solutions Inc 82 - 2024-03-31 4,000 $469,000 0
   High Falls Advisors Inc 56 - 2023-12-31 4,462 $465,000 0
   Fielder Capital Group LLC 75 - 2024-03-31 3,908 $458,000 0
   NOMURA ASSET MANAGEMENT CO LTD 848 - 2023-12-31 4,321 $450,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 133 - 2023-06-30 4,500 $440,000 0
   BAKER TILLY FINANCIAL LLC 295 - 2024-03-31 3,445 $404,000 0
   ALTFEST L J & CO INC 224 - 2024-03-31 3,200 $375,000 0
   KFA Private Wealth Group LLC 74 - 2024-03-31 3,109 $364,000 0
   Pallas Capital Advisors LLC 339 - 2024-03-31 2,893 $339,000 0
   Catalytic Wealth RIA LLC 207 - 2024-03-31 2,867 $336,000 0
   MONECO Advisors LLC 293 - 2024-03-31 2,852 $334,000 0
   WMG Financial Advisors LLC 86 - 2024-03-31 2,836 $332,000 0
   GenWealth Group Inc. 52 - 2024-03-31 2,814 $330,000 0
   Stephens Consulting LLC 64 - 2024-03-31 2,754 $323,000 0
   LINSCOMB & WILLIAMS INC 242 - 2023-12-31 3,065 $319,000 0
   BRYN MAWR TRUST CO/PA 284 - 2023-09-30 3,300 $313,000 0
   CALAMOS WEALTH MANAGEMENT LLC 211 - 2024-03-31 2,669 $313,000 0
   HEAD & ASSOCIATES LLC 179 - 2023-12-31 2,950 $307,000 0
   FINANCIAL ARCHITECTS INC 257 - 2023-06-30 3,126 $305,000 0
   OARSMAN CAPITAL, INC. 173 - 2023-12-31 2,918 $304,000 0
   Northside Capital Management LLC 84 - 2024-03-31 2,570 $301,000 0
   VitalStone Financial LLC 89 - 2024-03-31 2,406 $282,000 0
   ALESCO ADVISORS LLC 153 - 2024-03-31 2,400 $281,000 0
   Vista Wealth Management Group LLC 159 - 2024-03-31 2,393 $280,000 0
   Ellevest Inc. 307 - 2023-12-31 2,654 $276,000 0
   CITIZENS FINANCIAL GROUP INC/RI 348 - 2024-03-31 2,534 $264,000 0
   FINANCIAL MANAGEMENT NETWORK INC 134 - 2024-03-31 2,286 $263,000 0
   Bernardo Wealth Planning LLC 90 - 2024-03-31 2,044 $240,000 0
   Summit Global Investments - 2024-03-31 2,017 $236,000 0
   Centurion Wealth Management LLC 161 - 2024-03-31 1,984 $233,000 0
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 133 - 2024-03-31 1,952 $229,000 0
   Leisure Capital Management 121 - 2024-03-31 1,924 $226,000 0
   MILESTONE GROUP INC 167 - 2024-03-31 1,844 $216,000 0
   ZBN.A. 319 - 2023-12-31 1,885 $196,000 0
   MASSMUTUAL TRUST CO FSB/ADV 388 - 2024-03-31 1,600 $188,000 0
   BARRETT & COMPANY INC. 136 - 2024-03-31 1,503 $176,000 0
   Sage Mountain Advisors LLC 327 - 2024-03-31 1,480 $173,000 0
   Allspring Global Investments Holdings LLC 1739 - 2024-03-31 1,431 $168,000 0
   DT INVESTMENT PARTNERS, LLC 142 - 2023-12-31 1,528 $167,000 0
   BALLAST ADVISORS LLC 120 - 2024-03-31 1,394 $163,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 155 - 2024-03-31 1,280 $150,000 0
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 241 - 2024-03-31 1,262 $148,000 0
   EverSource Wealth Advisors LLC 559 - 2023-12-31 1,232 $128,000 0
   FinTrust Capital Advisors LLC 344 - 2024-03-31 1,094 $128,000 0
   Sanctuary Wealth Management L.L.C. 56 - 2024-03-31 1,080 $127,000 0
   Key Financial Inc 292 - 2024-03-31 1,054 $110,000 0
   Addison Advisors LLC 272 - 2024-03-31 930 $109,000 0
   Sachetta LLC 176 - 2024-03-31 1,042 $108,000 0
   Carmichael Hill & Associates Inc. 220 - 2024-03-31 901 $106,000 0
   Jackson Grant Investment Advisers Inc. 141 - 2024-03-31 843 $99,000 0
   Johnson Midwest Financial LLC 71 - 2023-09-30 747 $71,000 0
   Concord Wealth Partners 308 - 2024-03-31 599 $70,000 0
   NBC SECURITIES INC. 1079 - 2024-03-31 523 $61,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 792 - 2023-12-31 535 $56,000 0
   Founders Financial Alliance LLC 332 - 2023-12-31 526 $55,000 0
   Morton Brown Family Wealth LLC 84 - 2024-03-31 471 $55,000 0
   TSFG LLC 263 - 2024-03-31 459 $54,000 0
   Cornerstone Planning Group LLC 167 - 2024-03-31 463 $53,000 0
   Signature Resources Capital Management LLC 93 - 2024-03-31 483 $50,000 0
   EPG Wealth Management LLC 309 - 2023-12-31 409 $46,000 0
   AlphaCore Capital LLC 276 - 2023-12-31 400 $42,000 0
   Winch Advisory Services LLC 158 - 2023-12-31 384 $40,000 0
   Game Plan Financial Advisors LLC 123 - 2024-03-31 310 $36,000 0
   GAMMA Investing LLC 1273 - 2024-03-31 289 $34,000 0
   Castleview Partners LLC 392 - 2024-03-31 290 $34,000 0
   Providence Capital Advisors LLC 194 - 2023-12-31 300 $31,000 0
   Archer Investment Corp 466 - 2024-03-31 248 $29,000 0
   Jackson Hole Capital Partners LLC 235 - 2024-03-31 244 $29,000 0
   FIRST MANHATTAN CO 971 - 2023-12-31 264 $27,000 0
   FOSTER DYKEMA CABOT & PARTNERS LLC 214 - 2024-03-31 211 $25,000 0
  100 Records found
  1    
  Page 1 of 1
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