Who owns iShares Russell Microcap Index?

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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 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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Discipline Wealth Solutions 2.8k $351k 100% 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 $301k 0% Sep 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 $263k 0% Sep 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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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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Pensionmark Financial Group 1.8k $220k -7% 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