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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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 | 537k | $66M | -4% | Sep 2024 |
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CI Private Wealth | 240k | $30M | 3% | Sep 2024 |
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Bank of America Corporation | 229k | $28M | 5% | Sep 2024 |
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Alesco Advisors | 176k | $22M | -2% | Sep 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 102k | $13M | 4% | Sep 2024 |
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Halbert Hargrove Global Advisors | 101k | $12M | -3% | Sep 2024 |
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Royal Bank of Canada | 95k | $14M | -10% | Sep 2024 |
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Morgan Stanley | 88k | $19M | 2% | Jun 2024 |
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Dumont & Blake Investment Advisors | 83k | $9.4M | 102% | Jun 2024 |
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Chicago Partners Investment | 81k | $10M | 2% | Sep 2024 |
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Wells Fargo & Company | 79k | $9.7M | 2% | Sep 2024 |
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H D Vest Advisory Services | 78k | $8.9M | -21% | Jun 2024 |
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Envestnet Asset Management | 73k | $9.0M | 11% | Sep 2024 |
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Family Firm | 68k | $2.3M | 1% | Sep 2024 |
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Schoolcraft Capital | 65k | $8.0M | -1% | Sep 2024 |
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Arkansas Financial | 62k | $7.7M | -12% | Sep 2024 |
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Creative Planning | 59k | $7.3M | -3% | Sep 2024 |
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_Sentinel Trust Company, LBA______________ | 58k | $7.1M | 70% | Sep 2024 |
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Frank, Rimerman Advisors | 55k | $6.8M | 12% | Sep 2024 |
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LPL Financial | 51k | $6.3M | 81% | Sep 2024 |
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Goldman Sachs Group | 48k | $5.5M | 1% | Jun 2024 |
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Susquehanna International | 47k | $5.8M | 66% | Sep 2024 |
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Smith, Moore & Co. | 46k | $5.6M | 5% | Sep 2024 |
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Jpmorgan Chase & Co | 45k | $5.6M | -1% | Sep 2024 |
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Park Avenue Securities | 40k | $4.9M | 2% | Sep 2024 |
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Michelson Medical Research Foundation | 35k | $4.4M | 0% | Sep 2024 |
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Mutual Of America Capital Management | 35k | $4.3M | -22% | Sep 2024 |
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Efficient Advisors | 34k | $4.2M | -6% | Sep 2024 |
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Johnson Investment Counsel | 30k | $3.7M | -2% | Sep 2024 |
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Emerald Investment Partners | 30k | $3.7M | -3% | Sep 2024 |
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Cetera Investment Advisers | 30k | $3.4M | -4% | Jun 2024 |
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Camelot Technology Advisors | 26k | $3.2M | -23% | Sep 2024 |
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Citadel Advisors | 24k | $3.0M | -45% | Sep 2024 |
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Regal Investment Advisors | 23k | $2.8M | 2% | Sep 2024 |
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Stephens | 23k | $2.8M | 1% | Sep 2024 |
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Kendall Capital Management | 22k | $2.8M | 8% | Sep 2024 |
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One Capital Management | 22k | $2.7M | -62% | Sep 2024 |
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Noble Family Wealth | 21k | $2.5M | -10% | Sep 2024 |
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Private Advisory | 20k | $2.4M | 22% | Sep 2024 |
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Aire Advisors | 19k | $2.2M | -19% | Jun 2024 |
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LVZ Advisors | 17k | $2.1M | 100% | Sep 2024 |
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Rockbridge Investment Management, LCC | 17k | $2.1M | -3% | Sep 2024 |
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Advisor Group Holdings | 16k | $2.0M | -72% | Sep 2024 |
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Flow Traders US | 16k | $1.9M | -20% | Sep 2024 |
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Stifel Financial | 15k | $1.7M | 4% | Jun 2024 |
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Indiana Trust & Investment Management | 15k | $1.8M | 0% | Sep 2024 |
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HighTower Advisors | 14k | $1.6M | 12% | Jun 2024 |
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Kestra Advisory Services | 14k | $1.7M | 145% | Sep 2024 |
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Evanson Asset Management | 14k | $1.7M | 0% | Sep 2024 |
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Yale Capital Corp. | 13k | $1.6M | 0% | Sep 2024 |
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WESCAP Management | 13k | $1.4M | -1% | Jun 2024 |
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Jane Street | 12k | $1.5M | -66% | Sep 2024 |
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GHP Investment Advisors | 11k | $1.4M | -2% | Sep 2024 |
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Level Financial Advisors | 11k | $1.4M | -5% | Sep 2024 |
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Commonwealth Equity Services | 11k | $1.3M | 17% | Sep 2024 |
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UMA Financial Services | 11k | $1.3M | -11% | Sep 2024 |
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O'shaughnessy Asset Management | 10k | $1.3M | -2% | Sep 2024 |
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Moisand Fitzgerald Tamayo | 10k | $1.3M | 0% | Sep 2024 |
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Mercer Global Advisors | 10k | $1.2M | 27% | Jun 2024 |
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Connective Capital Management | 10k | $1.2M | -49% | Jun 2024 |
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SFI Advisors | 10k | $1.2M | 100% | Sep 2024 |
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Camden Capital | 9.9k | $1.2M | 0% | Sep 2024 |
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Biltmore Family Office | 8.8k | $1.1M | -1% | Sep 2024 |
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Two Sigma Investments | 8.5k | $969k | -55% | Jun 2024 |
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Endowment Wealth Management | 8.5k | $1.0M | 22% | Sep 2024 |
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Cambridge Investment Research Advisors | 8.2k | $1.0M | 21% | Sep 2024 |
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Institute For Wealth Management | 8.1k | $997k | 2% | Sep 2024 |
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Capstone Investment Advisors | 8.0k | $987k | 100% | Sep 2024 |
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Modera Wealth Management | 7.8k | $962k | 4% | Sep 2024 |
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Mariner Wealth Advisors | 7.7k | $953k | -4% | Sep 2024 |
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Urban Financial Advisory Corp | 7.5k | $923k | 0% | Sep 2024 |
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Ellis Investment Partners | 6.7k | $830k | 0% | Sep 2024 |
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Sound Income Strategies | 6.6k | $818k | 7799% | Sep 2024 |
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Envestnet Portfolio Solutions | 6.5k | $798k | 100% | Sep 2024 |
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Atria Wealth Solutions | 6.5k | $797k | 100% | Sep 2024 |
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Captrust Financial Advisors | 6.5k | $797k | -3% | Sep 2024 |
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Two Sigma Advisers | 6.3k | $718k | 62% | Jun 2024 |
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Jones Financial Companies, L.L | 5.6k | $692k | 100% | Sep 2024 |
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TAP Consulting | 5.5k | $676k | 0% | Sep 2024 |
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Jackson, Grant Investment Advisers | 5.5k | $675k | 1% | Sep 2024 |
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Peoples Bank | 5.1k | $632k | 27% | Sep 2024 |
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Capital Investment Advisors | 5.1k | $629k | -3% | Sep 2024 |
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Lido Advisors | 5.1k | $580k | 0% | Jun 2024 |
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Vista Capital Partners | 5.0k | $621k | 0% | Sep 2024 |
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Raymond James Financial Services Advisors | 5.0k | $612k | 20% | Sep 2024 |
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Buckingham Strategic Partners | 4.9k | $604k | 116% | Sep 2024 |
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Davies Financial Advisors | 4.8k | $598k | 100% | Sep 2024 |
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Wealth Enhancement Advisory Services | 4.6k | $523k | 12% | Jun 2024 |
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Clear Creek Financial Management | 4.6k | $563k | 20% | Sep 2024 |
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AQR Capital Management | 4.4k | $541k | 38% | Sep 2024 |
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Raymond James & Associates | 4.3k | $534k | 78% | Sep 2024 |
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Brand Asset Management Group | 4.3k | $531k | -10% | Sep 2024 |
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Portland Global Advisors | 4.0k | $452k | 0% | Jun 2024 |
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Sepio Capital | 3.9k | $447k | -1% | Jun 2024 |
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Founders Financial Securities | 3.9k | $483k | 0% | Sep 2024 |
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NTV Asset Management | 3.9k | $482k | 0% | Sep 2024 |
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Colony | 3.8k | $474k | 100% | Sep 2024 |
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Buckingham Asset Management | 3.8k | $438k | -3% | Jun 2024 |
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Tortoise Investment Management | 3.8k | $467k | -5% | Sep 2024 |
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Global Retirement Partners | 3.6k | $449k | 49% | Sep 2024 |
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Spire Wealth Management | 3.5k | $431k | 44% | Sep 2024 |
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Sontag Advisory | 3.5k | $427k | 100% | Sep 2024 |
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Aspen Grove Capital | 3.5k | $427k | 0% | Sep 2024 |
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Compass Ion Advisors | 3.4k | $420k | -17% | Sep 2024 |
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Ancora Advisors | 3.4k | $414k | 0% | Sep 2024 |
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Advisory Services Network | 3.3k | $375k | 0% | Sep 2024 |
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Milestone Asset Management | 3.3k | $405k | 100% | Sep 2024 |
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Silvercrest Asset Management Group | 3.2k | $365k | -21% | Jun 2024 |
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Next Capital Management | 3.1k | $385k | 0% | Sep 2024 |
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Clarus Wealth Advisors | 3.1k | $379k | 0% | Sep 2024 |
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Graves-Light Private Wealth Management | 3.1k | $351k | 0% | Jun 2024 |
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Janney Montgomery Scott | 3.0k | $374k | 100% | Sep 2024 |
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Keybank National Association | 3.0k | $371k | 0% | Sep 2024 |
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Belvedere Trading | 3.0k | $370k | 100% | Sep 2024 |
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First Western Trust Bank | 2.9k | $363k | 0% | Sep 2024 |
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Family Wealth Partners | 2.9k | $363k | 0% | Sep 2024 |
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O'Connor Financial Group | 2.8k | $343k | -1% | Sep 2024 |
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Garrison Point Advisors | 2.6k | $295k | 0% | Jun 2024 |
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Cardiff Park Advisors | 2.5k | $287k | 0% | Jun 2024 |
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Private Ocean | 2.5k | $283k | 0% | Jun 2024 |
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Beaird Harris Wealth Management | 2.4k | $278k | 0% | Jun 2024 |
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Boston Family Office | 2.4k | $275k | 0% | Jun 2024 |
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Curtis Advisory Group | 2.4k | $291k | 100% | Sep 2024 |
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Cascade Financial Partners | 2.3k | $297k | 0% | Sep 2024 |
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Nwam | 2.3k | $282k | 100% | Sep 2024 |
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Doliver Capital Advisors | 2.3k | $282k | -6% | Sep 2024 |
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Two Sigma Securities | 2.3k | $260k | 100% | Jun 2024 |
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Bank of New York Mellon | 2.3k | $280k | -2% | Sep 2024 |
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Mutual Advisors | 2.2k | $277k | 100% | Sep 2024 |
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Joseph P. Lucia & Associates | 2.1k | $264k | 0% | Sep 2024 |
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Wilson & Boucher Capital Management | 2.1k | $242k | 23% | Jun 2024 |
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Smithfield Trust Company | 2.1k | $255k | 113% | Sep 2024 |
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Burke & Herbert Bank & Trust | 2.1k | $253k | 0% | Sep 2024 |
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Keebeck Wealth Management | 2.0k | $230k | 0% | Jun 2024 |
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HPM Partners | 2.0k | $247k | -4% | Sep 2024 |
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Dixon Fnancial Services | 2.0k | $247k | 0% | Sep 2024 |
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Acropolis Investment Management | 2.0k | $241k | 0% | Sep 2024 |
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Pensionmark Financial Group | 1.9k | $218k | 6% | Jun 2024 |
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L.m. Kohn & Company | 1.9k | $236k | 1% | Sep 2024 |
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William Howard & Co Financial Advisors | 1.9k | $234k | 0% | Sep 2024 |
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Tiaa Trust, National Association | 1.9k | $214k | 0% | Jun 2024 |
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Tilson Financial Group | 1.9k | $212k | 100% | Sep 2024 |
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Wesbanco Trust And Investments | 1.8k | $226k | 100% | Sep 2024 |
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Gray Wealth Management | 1.8k | $226k | 0% | Sep 2024 |
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FTB Advisors | 1.7k | $211k | 0% | Sep 2024 |
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Atlantic Trust | 1.5k | $190k | 31% | Sep 2024 |
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Principal Securities | 1.5k | $185k | -20% | Sep 2024 |
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Hanson McClain Advisors | 1.4k | $175k | -12% | Sep 2024 |
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Frazier Financial Advisors | 824.00 | $102k | -68% | Sep 2024 |
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CI Investments | 200.00 | $25k | -98% | Sep 2024 |
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Barclays | 117.00 | $14k | -98% | Sep 2024 |
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Who sold out of iShares Russell Microcap Index?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Nicholas Investments Partners | Mar 2024 | 15k | $1.8M |
Legacy Financial Group | Jun 2024 | 4.5k | $517k |
Dynamic Advisors Solutions | Jun 2024 | 3.5k | $403k |
Goss Wealth Management | Mar 2024 | 3.4k | $410k |
Crescent Grove Advisors | Jun 2024 | 2.1k | $238k |
B&D White Capital Company | Mar 2024 | 2.0k | $244k |
Eagle Global Advisors | Mar 2024 | 1.8k | $212k |
Horizon Kinetics Asset Management | Mar 2024 | 1.7k | $208k |