Who owns iShares Russell Microcap Index?
- Ticker: IWC
- CUSIP Number: 464288869
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
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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 |
|---|---|---|---|---|---|
| Goodman & Company, Investment Counsel | 484k | $63M | -10% | Dec 2024 |
|
| Bank of America Corporation | 228k | $30M | 0% | Dec 2024 |
|
| CI Private Wealth | 228k | $30M | -5% | Dec 2024 |
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| Alesco Advisors | 169k | $22M | -4% | Dec 2024 |
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| Bank Of Montreal | 137k | $18M | -2% | Dec 2024 |
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| Wells Fargo & Company | 115k | $15M | 47% | Dec 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 103k | $13M | 0% | Dec 2024 |
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| UBS Group | 102k | $13M | 62% | Dec 2024 |
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| Halbert Hargrove Global Advisors | 98k | $13M | -3% | Dec 2024 |
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| Morgan Stanley | 86k | $11M | 2% | Dec 2024 |
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| Chicago Partners Investment | 83k | $11M | 3% | Dec 2024 |
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| Envestnet Asset Management | 77k | $10M | 5% | Dec 2024 |
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| H D Vest Advisory Services | 73k | $9.5M | 1% | Dec 2024 |
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| Royal Bank of Canada | 68k | $9.8M | -28% | Dec 2024 |
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| Family Firm | 68k | $2.4M | -1% | Dec 2024 |
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| LPL Financial | 66k | $8.6M | 30% | Dec 2024 |
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| Schoolcraft Capital | 63k | $7.0M | -1% | Mar 2025 |
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| Creative Planning | 62k | $8.1M | 5% | Dec 2024 |
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| Arkansas Financial | 61k | $8.0M | -2% | Dec 2024 |
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| _Sentinel Trust Company, LBA______________ | 58k | $7.5M | 0% | Dec 2024 |
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| Frank, Rimerman Advisors | 57k | $7.4M | 3% | Dec 2024 |
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| Jpmorgan Chase & Co | 46k | $6.0M | 3% | Dec 2024 |
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| Smith, Moore & Co. | 46k | $6.0M | 1% | Dec 2024 |
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| Private Advisory | 44k | $5.7M | 124% | Dec 2024 |
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| Dumont & Blake Investment Advisors | 41k | $4.6M | 0% | Mar 2025 |
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| Michelson Medical Research Foundation | 35k | $4.6M | 0% | Dec 2024 |
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| Cetera Investment Advisers | 35k | $4.6M | 14% | Dec 2024 |
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| Mutual Of America Capital Management | 35k | $4.6M | 0% | Dec 2024 |
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| Finley Financial | 34k | $4.4M | 100% | Dec 2024 |
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| Johnson Investment Counsel | 30k | $3.9M | -1% | Dec 2024 |
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| Efficient Advisors | 30k | $3.8M | -14% | Dec 2024 |
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| Emerald Investment Partners | 29k | $3.8M | -2% | Dec 2024 |
|
| Heck Capital Advisors | 29k | $3.7M | 100% | Dec 2024 |
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| Stifel Financial | 26k | $3.4M | 21% | Dec 2024 |
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| Belpointe Asset Management | 23k | $2.9M | 3% | Dec 2024 |
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| Regal Investment Advisors | 23k | $3.1M | 2% | Dec 2024 |
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| Camelot Technology Advisors | 23k | $2.5M | -4% | Mar 2025 |
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| Kendall Capital Management | 22k | $2.9M | -1% | Dec 2024 |
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| Two Sigma Investments | 21k | $2.7M | 400% | Dec 2024 |
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| Susquehanna International | 20k | $2.6M | -57% | Dec 2024 |
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| Kestra Advisory Services | 20k | $2.6M | 46% | Dec 2024 |
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| Stephens | 20k | $2.6M | -13% | Dec 2024 |
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| HighTower Advisors | 19k | $2.5M | 1% | Dec 2024 |
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| Cambridge Investment Research Advisors | 18k | $2.3M | 117% | Dec 2024 |
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| Noble Family Wealth | 18k | $1.9M | -8% | Mar 2025 |
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| Clark Capital Management Group | 17k | $2.2M | -33% | Dec 2024 |
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| One Capital Management | 16k | $2.1M | -27% | Dec 2024 |
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| Rockbridge Investment Management, LCC | 15k | $2.0M | -10% | Dec 2024 |
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| LVZ Advisors | 15k | $1.9M | -12% | Dec 2024 |
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| Indiana Trust & Investment Management | 15k | $1.9M | 0% | Dec 2024 |
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| Aire Advisors | 14k | $1.9M | -25% | Dec 2024 |
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| Goldman Sachs Group | 14k | $1.8M | -71% | Dec 2024 |
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| Evanson Asset Management | 14k | $1.8M | 0% | Dec 2024 |
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| Global Retirement Partners | 13k | $1.8M | 269% | Dec 2024 |
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| Advisor Group Holdings | 13k | $1.6M | -16% | Dec 2024 |
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| Yale Capital Corp. | 13k | $1.7M | -1% | Dec 2024 |
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| O'shaughnessy Asset Management | 12k | $1.6M | 15% | Dec 2024 |
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| SFI Advisors | 12k | $1.6M | 18% | Dec 2024 |
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| GHP Investment Advisors | 11k | $1.5M | 1% | Dec 2024 |
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| Archer Investment Management | 11k | $1.2M | -12% | Mar 2025 |
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| Commonwealth Equity Services | 11k | $1.4M | 2% | Dec 2024 |
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| Level Financial Advisors | 10k | $1.1M | -1% | Mar 2025 |
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| M1 Capital Management | 10k | $1.3M | 100% | Dec 2024 |
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| Moisand Fitzgerald Tamayo | 10k | $1.3M | -3% | Dec 2024 |
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| Camden Capital | 9.9k | $1.3M | 0% | Dec 2024 |
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| Raymond James Financial | 9.9k | $1.3M | 100% | Dec 2024 |
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| Endowment Wealth Management | 9.8k | $1.3M | 15% | Dec 2024 |
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| Kelly Financial Group | 9.6k | $1.1M | -15% | Mar 2025 |
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| Mercer Global Advisors | 9.6k | $1.3M | -2% | Dec 2024 |
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| UMA Financial Services | 9.3k | $1.2M | -12% | Dec 2024 |
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| Biltmore Family Office | 8.8k | $1.1M | 0% | Dec 2024 |
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| WESCAP Management | 8.5k | $1.1M | -4% | Dec 2024 |
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| Davies Financial Advisors | 8.4k | $1.1M | 74% | Dec 2024 |
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| Capstone Investment Advisors | 8.4k | $1.1M | 5% | Dec 2024 |
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| Modera Wealth Management | 8.4k | $1.1M | 7% | Dec 2024 |
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| Institute For Wealth Management | 8.1k | $1.1M | 0% | Dec 2024 |
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| Jones Financial Companies, L.L | 7.9k | $1.0M | 39% | Dec 2024 |
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| Rice Hall James & Associates | 7.6k | $997k | 100% | Dec 2024 |
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| Mariner Wealth Advisors | 7.5k | $984k | -2% | Dec 2024 |
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| Urban Financial Advisory Corp | 7.5k | $978k | 0% | Dec 2024 |
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| Sound Income Strategies | 7.2k | $940k | 9% | Dec 2024 |
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| Captrust Financial Advisors | 6.5k | $842k | 0% | Dec 2024 |
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| Ellis Investment Partners | 6.4k | $833k | -5% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 6.4k | $708k | 44% | Mar 2025 |
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| Envestnet Portfolio Solutions | 6.0k | $776k | -8% | Dec 2024 |
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| Goss Wealth Management | 5.8k | $755k | 9555% | Dec 2024 |
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| Atria Wealth Solutions | 5.7k | $746k | -12% | Dec 2024 |
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| TAP Consulting | 5.5k | $716k | 0% | Dec 2024 |
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| Jackson, Grant Investment Advisers | 5.5k | $715k | 0% | Dec 2024 |
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| Hanson McClain Advisors | 5.5k | $719k | 284% | Dec 2024 |
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| AQR Capital Management | 5.4k | $708k | 24% | Dec 2024 |
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| Clear Creek Financial Management | 5.3k | $688k | 16% | Dec 2024 |
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| Stratos Wealth Advisors | 5.1k | $668k | 100% | Dec 2024 |
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| Lido Advisors | 5.1k | $664k | -8% | Dec 2024 |
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| Capital Investment Advisors | 5.0k | $560k | -1% | Mar 2025 |
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| Vista Capital Partners | 5.0k | $651k | -1% | Dec 2024 |
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| Janney Montgomery Scott | 4.8k | $630k | 60% | Dec 2024 |
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| Colony | 4.7k | $615k | 23% | Dec 2024 |
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| Legacy Financial Group | 4.5k | $500k | -5% | Mar 2025 |
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| Fil | 4.2k | $551k | 0% | Dec 2024 |
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| Brand Asset Management Group | 4.1k | $457k | -4% | Mar 2025 |
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| Peoples Bank | 4.0k | $444k | -27% | Mar 2025 |
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| Buckingham Strategic Partners | 4.0k | $519k | -19% | Dec 2024 |
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| Focus Financial Network | 3.9k | $438k | 100% | Mar 2025 |
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| Citadel Advisors | 3.9k | $514k | -84% | Dec 2024 |
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| Portland Global Advisors | 3.9k | $504k | -2% | Dec 2024 |
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| Sepio Capital | 3.8k | $498k | -1% | Dec 2024 |
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| NTV Asset Management | 3.8k | $497k | -3% | Dec 2024 |
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| Founders Financial Securities | 3.5k | $460k | -10% | Dec 2024 |
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| Tortoise Investment Management | 3.5k | $457k | -7% | Dec 2024 |
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| Sontag Advisory | 3.5k | $452k | 0% | Dec 2024 |
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| Aspen Grove Capital | 3.5k | $451k | 0% | Dec 2024 |
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| Bank of New York Mellon | 3.5k | $450k | 52% | Dec 2024 |
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| Spire Wealth Management | 3.4k | $449k | -1% | Dec 2024 |
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| Compass Ion Advisors | 3.4k | $444k | 0% | Dec 2024 |
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| Ancora Advisors | 3.4k | $437k | 0% | Dec 2024 |
|
| IFC Advisors | 3.3k | $433k | 100% | Dec 2024 |
|
| Milestone Asset Management | 3.1k | $349k | -35% | Mar 2025 |
|
| Next Capital Management | 3.1k | $407k | 0% | Dec 2024 |
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| Keybank National Association | 3.0k | $392k | 0% | Dec 2024 |
|
| First Western Trust Bank | 2.9k | $384k | 0% | Dec 2024 |
|
| Family Wealth Partners | 2.9k | $373k | -3% | Dec 2024 |
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| Silvercrest Asset Management Group | 2.9k | $372k | 0% | Dec 2024 |
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| Cardiff Park Advisors | 2.8k | $362k | -10% | Dec 2024 |
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| Discipline Wealth Solutions | 2.7k | $348k | -6% | Dec 2024 |
|
| Tiaa Trust, National Association | 2.6k | $342k | 0% | Dec 2024 |
|
| Brown Brothers Harriman & Co. | 2.6k | $341k | 0% | Dec 2024 |
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| Garrison Point Advisors | 2.6k | $338k | 0% | Dec 2024 |
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| Mml Investors Services | 2.5k | $331k | 100% | Dec 2024 |
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| Beaird Harris Wealth Management | 2.4k | $318k | 0% | Dec 2024 |
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| Cascade Financial Partners | 2.3k | $306k | 0% | Dec 2024 |
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| Boston Family Office | 2.3k | $304k | -3% | Dec 2024 |
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| Nwam | 2.3k | $298k | 0% | Dec 2024 |
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| Doliver Capital Advisors | 2.2k | $246k | -2% | Mar 2025 |
|
| Mutual Advisors | 2.2k | $287k | 0% | Dec 2024 |
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| Joseph P. Lucia & Associates | 2.1k | $279k | 0% | Dec 2024 |
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| Wilson & Boucher Capital Management | 2.1k | $278k | 0% | Dec 2024 |
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| Crescent Grove Advisors | 2.1k | $273k | 0% | Dec 2024 |
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| Integrated Wealth Concepts | 2.1k | $273k | 100% | Dec 2024 |
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| David Wealth Management | 2.1k | $229k | 0% | Mar 2025 |
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| Burke & Herbert Bank & Trust | 2.1k | $267k | 0% | Dec 2024 |
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| HPM Partners | 2.0k | $261k | 0% | Dec 2024 |
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| Kieckhefer Group | 2.0k | $261k | 100% | Dec 2024 |
|
| Pensionmark Financial Group | 2.0k | $258k | 11% | Dec 2024 |
|
| Acropolis Investment Management | 2.0k | $254k | 0% | Dec 2024 |
|
| William Howard & Co Financial Advisors | 1.9k | $248k | 0% | Dec 2024 |
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| Gray Wealth Management | 1.9k | $243k | 2% | Dec 2024 |
|
| Tilson Financial Group | 1.9k | $242k | 0% | Dec 2024 |
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| Comprehensive Money Management Services | 1.8k | $239k | 100% | Dec 2024 |
|
| Tassel Capital Management | 1.8k | $228k | 100% | Dec 2024 |
|
| Advisory Services Network | 1.5k | $202k | -53% | Dec 2024 |
|
| Smithfield Trust Company | 1.1k | $144k | -47% | Dec 2024 |
|
Who sold out of iShares Russell Microcap Index?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Park Avenue Securities | Dec 2024 | 41k | $5.3M |
| Connective Capital Management | Sep 2024 | 17k | $2.1M |
| Flow Traders US | Sep 2024 | 16k | $1.9M |
| Jane Street | Sep 2024 | 12k | $1.5M |
| Simplicity Wealth | Dec 2024 | 5.5k | $714k |
| Prudential Financial | Sep 2024 | 3.1k | $377k |
| Clarus Wealth Advisors | Dec 2024 | 3.0k | $377k |
| Belvedere Trading | Sep 2024 | 3.0k | $370k |
| O'Connor Financial Group | Dec 2024 | 2.8k | $363k |
| Curtis Advisory Group | Sep 2024 | 2.4k | $291k |
| Two Sigma Advisers | Sep 2024 | 2.2k | $271k |
| Keebeck Wealth Management | Sep 2024 | 2.0k | $249k |
| Dixon Fnancial Services | Sep 2024 | 2.0k | $247k |
| L.m. Kohn & Company | Sep 2024 | 1.9k | $236k |