Who owns iShares Russell Microcap Index?

Tip: Access positions for across all investors

Analyze quarterly positions in iShares Russell Microcap Index with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of iShares Russell Microcap Index stock

Who bought or sold iShares Russell Microcap Index this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
One Capital Management 316k $38M 5% Mar 2024
 View chart
CI Private Wealth 232k $28M -2% Mar 2024
 View chart
Bank of America Corporation 209k $25M 9% Mar 2024
 View chart
Alesco Advisors 180k $22M 0% Mar 2024
 View chart
Bank Of Montreal 158k $19M 0% Mar 2024
 View chart
Halbert Hargrove Global Advisors 107k $13M -11% Mar 2024
 View chart
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 102k $12M -1% Mar 2024
 View chart
H D Vest Advisory Services 99k $12M -33% Mar 2024
 View chart
Morgan Stanley 86k $17M -1% Mar 2024
 View chart
Arkansas Financial 84k $10M -6% Mar 2024
 View chart
Wells Fargo & Company 80k $9.7M -3% Mar 2024
 View chart
Royal Bank of Canada 79k $9.6M 32% Mar 2024
 View chart
Chicago Partners Investment 78k $8.8M 4% Mar 2024
 View chart
Creative Planning 71k $8.6M -2% Mar 2024
 View chart
UBS Group 65k $7.9M 1% Mar 2024
 View chart
Envestnet Asset Management 62k $7.5M 43% Mar 2024
 View chart
Schoolcraft Capital 61k $7.4M -1% Mar 2024
 View chart
Advisor Group Holdings 57k $6.9M -1% Mar 2024
 View chart
Frank, Rimerman Advisors 49k $6.0M 2% Mar 2024
 View chart
Goldman Sachs Group 48k $5.8M 275% Mar 2024
 View chart
Mutual Of America Capital Management 47k $5.7M 4% Mar 2024
 View chart
Jpmorgan Chase & Co 47k $5.7M -2% Mar 2024
 View chart
Axxcess Wealth Management 46k $5.3M 100% Dec 2023
 View chart
Smith, Moore & Co. 43k $5.2M 4% Mar 2024
 View chart
Efficient Advisors 43k $5.2M -13% Mar 2024
 View chart
Dumont & Blake Investment Advisors 41k $5.0M -1% Mar 2024
 View chart
_Sentinel Trust Company, LBA______________ 39k $4.7M 96% Mar 2024
 View chart
Park Avenue Securities 36k $4.4M 7% Mar 2024
 View chart
Michelson Medical Research Foundation 35k $4.3M 0% Mar 2024
 View chart
Camelot Technology Advisors 35k $4.2M -1% Mar 2024
 View chart
Clark Capital Management Group 34k $4.1M 100% Mar 2024
 View chart
Susquehanna International 32k $3.8M -36% Mar 2024
 View chart
Emerald Investment Partners 30k $3.7M -17% Mar 2024
 View chart
Johnson Investment Counsel 30k $3.6M -1% Mar 2024
 View chart
LPL Financial 28k $3.4M -6% Mar 2024
 View chart
Aire Advisors 24k $2.9M -1% Mar 2024
 View chart
Noble Family Wealth 23k $2.8M -18% Mar 2024
 View chart
Stephens 23k $2.8M -22% Mar 2024
 View chart
Regal Investment Advisors 22k $2.7M 4% Mar 2024
 View chart
Kendall Capital Management 21k $2.5M 21% Mar 2024
 View chart
Connective Capital Management 20k $2.4M 0% Mar 2024
 View chart
Two Sigma Investments 19k $2.3M -19% Mar 2024
 View chart
Rockbridge Investment Management, LCC 18k $2.1M -2% Mar 2024
 View chart
Family Firm 17k $2.1M -2% Mar 2024
 View chart
Dynamic Advisors Solutions 16k $2.0M -4% Mar 2024
 View chart
Indiana Trust & Investment Management 15k $1.8M 0% Mar 2024
 View chart
Stifel Financial 15k $1.8M -2% Mar 2024
 View chart
Private Advisory 15k $1.8M 81% Mar 2024
 View chart
Evanson Asset Management 14k $1.6M 0% Mar 2024
 View chart
Yale Capital Corp. 13k $1.6M -19% Mar 2024
 View chart
HighTower Advisors 13k $1.5M -88% Mar 2024
 View chart
WESCAP Management 13k $1.5M -2% Mar 2024
 View chart
Level Financial Advisors 12k $1.5M -3% Mar 2024
 View chart
UMA Financial Services 12k $1.3M -5% Mar 2024
 View chart
GHP Investment Advisors 12k $1.4M -5% Mar 2024
 View chart
Moisand Fitzgerald Tamayo 10k $1.3M 0% Mar 2024
 View chart
Camden Capital 9.8k $1.1M 1% Dec 2023
 View chart
Koa Wealth Management 9.7k $1.2M 0% Mar 2024
 View chart
O'shaughnessy Asset Management 9.3k $1.1M 5% Mar 2024
 View chart
CI Investments 9.2k $1.1M 0% Mar 2024
 View chart
Fil 9.2k $1.1M 0% Mar 2024
 View chart
Bank of New York Mellon 9.1k $1.1M -2% Mar 2024
 View chart
Commonwealth Equity Services 8.9k $1.1M -3% Mar 2024
 View chart
Mercer Global Advisors 8.1k $986k -6% Mar 2024
 View chart
Capital Analysts 8.0k $970k 5% Mar 2024
 View chart
Capstone Investment Advisors 8.0k $970k 0% Mar 2024
 View chart
Urban Financial Advisory Corp 7.5k $909k 3% Mar 2024
 View chart
Mariner Wealth Advisors 7.4k $892k 1% Mar 2024
 View chart
Institute For Wealth Management 7.1k $855k -9% Mar 2024
 View chart
Flow Traders US 7.0k $849k 100% Mar 2024
 View chart
Ellis Investment Partners 6.8k $822k 0% Mar 2024
 View chart
Captrust Financial Advisors 6.5k $790k 24% Mar 2024
 View chart
Endowment Wealth Management 6.3k $765k 14% Mar 2024
 View chart
Cambridge Investment Research Advisors 6.3k $761k -11% Mar 2024
 View chart
Citadel Advisors 5.6k $683k 48% Mar 2024
 View chart
TAP Consulting 5.4k $660k 0% Mar 2024
 View chart
Jackson, Grant Investment Advisers 5.4k $658k 7% Mar 2024
 View chart
Capital Investment Advisors 5.3k $644k 0% Mar 2024
 View chart
Lido Advisors 5.1k $617k 0% Mar 2024
 View chart
Vista Capital Partners 5.0k $611k 0% Mar 2024
 View chart
Brand Asset Management Group 4.9k $600k -1% Mar 2024
 View chart
Legacy Financial Group 4.6k $562k 100% Mar 2024
 View chart
Kestra Advisory Services 4.5k $517k -16% Dec 2023
 View chart
Founders Financial Securities 4.3k $526k 8% Mar 2024
 View chart
Compass Ion Advisors 4.1k $497k 3% Mar 2024
 View chart
Wealth Enhancement Advisory Services 4.1k $495k 0% Mar 2024
 View chart
Bromfield Sneider Wealth Advisors 4.1k $492k 28% Mar 2024
 View chart
Silvercrest Asset Management Group 4.1k $491k 0% Mar 2024
 View chart
Peoples Bank 4.1k $491k -21% Mar 2024
 View chart
NTV Asset Management 4.0k $486k 0% Mar 2024
 View chart
Tortoise Investment Management 4.0k $483k -3% Mar 2024
 View chart
Sepio Capital 4.0k $460k -17% Dec 2023
 View chart
Buckingham Asset Management 4.0k $479k 0% Mar 2024
 View chart
Portland Global Advisors 4.0k $479k -1% Mar 2024
 View chart
Two Sigma Advisers 3.9k $473k -22% Mar 2024
 View chart
Advisory Services Network 3.7k $450k 4849% Mar 2024
 View chart
Modera Wealth Management 3.7k $444k 0% Mar 2024
 View chart
Spire Wealth Management 3.5k $426k 0% Mar 2024
 View chart
Aspen Grove Capital 3.5k $419k 0% Mar 2024
 View chart
Goss Wealth Management 3.4k $410k 100% Mar 2024
 View chart
Ancora Advisors 3.4k $407k -14% Mar 2024
 View chart
Clarus Wealth Advisors 3.2k $369k 0% Mar 2024
 View chart
Keybank National Association 3.2k $387k -47% Mar 2024
 View chart
Next Capital Management 3.1k $362k 0% Dec 2023
 View chart
Graves-Light Private Wealth Management 3.1k $376k 0% Mar 2024
 View chart
First Western Trust Bank 3.0k $368k 0% Mar 2024
 View chart
Clear Creek Financial Management 3.0k $363k 24% Mar 2024
 View chart
Family Wealth Partners 2.9k $357k 0% Mar 2024
 View chart
Raymond James Financial Services Advisors 2.9k $357k -12% Mar 2024
 View chart
O'Connor Financial Group 2.8k $345k -63% Mar 2024
 View chart
Crescent Grove Advisors 2.8k $336k 0% Mar 2024
 View chart
Garrison Point Advisors 2.6k $314k 0% Mar 2024
 View chart
Cardiff Park Advisors 2.5k $292k 0% Dec 2023
 View chart
Private Ocean 2.5k $301k 0% Mar 2024
 View chart
Beaird Harris Wealth Management 2.4k $296k 0% Mar 2024
 View chart
Doliver Capital Advisors 2.4k $295k -11% Mar 2024
 View chart
Boston Family Office 2.4k $292k 0% Mar 2024
 View chart
Wealthsource Partners 2.4k $277k 0% Dec 2023
 View chart
Cutler 2.3k $0 -70% Mar 2024
 View chart
Nwam 2.3k $270k 0% Mar 2024
 View chart
Buckingham Strategic Partners 2.3k $274k -54% Mar 2024
 View chart
Mutual Advisors 2.3k $274k -1% Mar 2024
 View chart
Global Retirement Partners 2.3k $273k -4% Mar 2024
 View chart
HPM Partners 2.2k $271k -21% Mar 2024
 View chart
Joseph P. Lucia & Associates 2.1k $259k 0% Mar 2024
 View chart
Tilson Financial Group 2.1k $256k 0% Mar 2024
 View chart
Acropolis Investment Management 2.1k $252k 0% Mar 2024
 View chart
WP Advisors 2.1k $250k -14% Mar 2024
 View chart
Summit Financial 2.1k $248k -25% Mar 2024
 View chart
Keebeck Wealth Management 2.0k $234k 0% Dec 2023
 View chart
B&D White Capital Company 2.0k $244k 0% Mar 2024
 View chart
Dixon Fnancial Services 2.0k $242k -4% Mar 2024
 View chart
Northeast Financial Consultants 2.0k $242k 0% Mar 2024
 View chart
Wealthcare Advisory Partners 2.0k $241k 100% Mar 2024
 View chart
L.m. Kohn & Company 1.9k $230k 0% Mar 2024
 View chart
William Howard & Co Financial Advisors 1.9k $230k 100% Mar 2024
 View chart
Tiaa Trust, National Association 1.9k $227k -9% Mar 2024
 View chart
Gray Wealth Management 1.8k $222k -5% Mar 2024
 View chart
Principal Securities 1.8k $220k 100% Mar 2024
 View chart
Pensionmark Financial Group 1.8k $230k -5% Mar 2024
 View chart
Eagle Global Advisors 1.8k $212k 0% Mar 2024
 View chart
Wesbanco Trust And Investments 1.7k $210k -15% Mar 2024
 View chart
Wilson & Boucher Capital Management 1.7k $209k -26% Mar 2024
 View chart
Raymond James & Associates 1.7k $201k -36% Mar 2024
 View chart
Frazier Financial Advisors 1.6k $188k 77% Mar 2024
 View chart
FTB Advisors 1.5k $186k 0% Mar 2024
 View chart
FMR 1.4k $168k 38% Mar 2024
 View chart
Hanson McClain Advisors 1.2k $147k 0% Mar 2024
 View chart
Toth Financial Advisory Corporation 1.2k $144k 0% Mar 2024
 View chart
Angeles Wealth Management 1.2k $143k 0% Mar 2024
 View chart

Who sold out of iShares Russell Microcap Index?

Fund or Company Name Date Sold Shares Held Valued At
Sparta 24 Dec 2023 139k $16M
Cumberland Advisors Dec 2023 40k $4.7M
LVZ Advisors Dec 2023 19k $2.2M
Rice Hall James & Associates Dec 2023 14k $1.6M
Kingsview Wealth Management Dec 2023 12k $1.4M
Tempus Wealth Planning Dec 2023 2.2k $253k
Jentner Dec 2023 2.0k $233k