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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   WESTFIELD CAPITAL MANAGEMENT CO LLC 246 *Closed 2024-03-31 0 $0 -12,905
   Y-Intercept (Hong Kong) Ltd 1334 *Closed 2024-03-31 0 $0 -19,102
   TRUSTCORE FINANCIAL SERVICES LLC 997 *Closed 2022-12-31 0 $0 -23
   Flaharty Asset Management LLC 178 *Closed 2023-12-31 0 $0 -371
   OPPENHEIMER ASSET MANAGEMENT INC 1107 *Closed 2024-03-31 0 $0 -35,664
   ORG Partners LLC 600 *Closed 2024-03-31 0 $0 -15,470
   Verdence Capital Advisors LLC 609 *Closed 2024-03-31 0 $0 -2,072
   Sandy Cove Advisors LLC 126 *Closed 2024-03-31 0 $0 -27,901
   NATIONAL ASSET MANAGEMENT, INC. 1436 *Closed 2023-12-31 0 $0 -3,097
   Vident Investment Advisory LLC 263 *Closed 2023-09-30 0 $0 -7,289
   Penserra Capital Management LLC 1253 *Closed 2023-12-31 0 $0 -74
   EAGLE WEALTH STRATEGIES LLC 95 *Closed 2024-03-31 0 $0 -3,154
   Impact Partnership Wealth LLC 885 *Closed 2023-12-31 0 $0 -42
   ODell Group LLC 135 *Closed 2024-03-31 0 $0 -30
   Focused Wealth Management Inc 393 *Closed 2024-03-31 0 $0 -500
   Pinnacle Bank 824 *Closed 2024-03-31 0 $0 -212
   True Wealth Design LLC 545 *Closed 2023-12-31 0 $0 -132
   BAKER AVENUE ASSET MANAGEMENT, LP 1019 *Closed 2023-12-31 0 $0 -416
   TWO SIGMA SECURITIES LLC 1781 *Closed 2023-12-31 0 $0 -3,632
   OGOREK ANTHONY JOSEPH /NY/ /ADV 272 *Closed 2024-03-31 0 $0 -160
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -3,213
   AdvisorNet Financial Inc 2163 *Closed 2024-03-31 0 $0 -40
   SHEETS SMITH & ASSOCIATES INC 472 *Closed 2024-03-31 0 $0 -648
   WRAPMANAGER INC 282 *Closed 2024-03-31 0 $0 -5,503
   Advanced Asset Management Advisors Inc 98 *Closed 2024-03-31 0 $0 -119,600
   Aptus Capital Advisors LLC 966 *Closed 2023-12-31 0 $0 -311
   DEFINED WEALTH MANAGEMENT LLC 104 *Closed 2024-03-31 0 $0 -2,555
   Beacon Capital Management LLC 1008 *Closed 2023-12-31 0 $0 -1,026
   FIRST NATIONAL BANK OF HUTCHINSON 98 *Closed 2024-03-31 0 $0 -14,497
   HM PAYSON & CO 1032 *Closed 2023-12-31 0 $0 -200
   DB Wealth Management Group LLC 374 *Closed 2023-12-31 0 $0 -4
   Zhang Financial LLC 269 *Closed 2024-03-31 0 $0 -2,781
   Authentikos Wealth Advisory LLC 532 *Closed 2023-12-31 0 $0 -336
   Ten Capital Wealth Advisors LLC 455 *Closed 2023-06-30 0 $0 -513
   Resurgent Financial Advisors LLC 350 *Closed 2024-03-31 0 $0 -1,175
   V Wealth ManagementLLC 352 *Closed 2023-09-30 0 $0 -3,508
   Kovack Advisors Inc. 589 *Closed 2024-03-31 0 $0 -15,088
   KFG WEALTH MANAGEMENT LLC 156 *Closed 2024-03-31 0 $0 -2,676
   Aurum Wealth Management Group LLC 379 *Closed 2024-03-31 0 $0 -3,592
   Ford Financial Group Inc. 36 *Closed 2023-03-31 0 $0 -7,768
   Atlas Private Wealth Advisors 154 *Closed 2024-03-31 0 $0 -2,947
   Global Wealth Management Investment Advisory Inc. 431 *Closed 2024-03-31 0 $0 -470

  42 Records found
  1    
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