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
Goodman & Company, Investment Counsel 453k $71M -3% Dec 2025
 View chart
Whittier Trust 324k $53M 169% Mar 2026
 View chart
Goldman Sachs Group 319k $51M 2% Mar 2026
 View chart
Bank of America Corporation 235k $38M 100% Mar 2026
 View chart
CI Private Wealth 172k $28M -3% Mar 2026
 View chart
Whittier Trust Co. of Nevada 165k $27M 135% Mar 2026
 View chart
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 141k $23M -4% Mar 2026
 View chart
Morgan Stanley 123k $29M 87% Mar 2026
 View chart
Wells Fargo & Company 122k $19M 25% Mar 2026
 View chart
Bank Of Montreal 111k $18M 100% Mar 2026
 View chart
Cetera Investment Advisers 108k $17M 14% Mar 2026
 View chart
LPL Financial 107k $17M -4% Mar 2026
 View chart
Chicago Partners Investment 100k $18M 4% Mar 2026
 View chart
Halbert Hargrove Global Advisors 85k $14M -3% Mar 2026
 View chart
_Sentinel Trust Company, LBA______________ 68k $11M 29% Mar 2026
 View chart
Citadel Advisors 67k $11M 842% Mar 2026
 View chart
Yeomans Consulting Group 67k $11M 100% Dec 2025
 View chart
Fil 61k $9.7M 1351% Dec 2025
 View chart
Schoolcraft Capital 60k $9.6M -1% Mar 2026
 View chart
Envestnet Asset Management 57k $9.1M -3% Mar 2026
 View chart
Creative Planning 53k $8.5M 0% Mar 2026
 View chart
Arkansas Financial 51k $8.6M -3% Mar 2026
 View chart
UBS Group 50k $8.0M -11% Mar 2026
 View chart
Park Avenue Securities 49k $7.9M 100% Mar 2026
 View chart
Baker Avenue Asset Management 48k $7.7M 2278% Mar 2026
 View chart
Smith, Moore & Co. 48k $7.6M 0% Mar 2026
 View chart
Frank, Rimerman Advisors 47k $7.5M -3% Mar 2026
 View chart
Merit Financial Group 43k $6.9M 100% Mar 2026
 View chart
Alesco Advisors 42k $6.7M -4% Mar 2026
 View chart
Dumont & Blake Investment Advisors 39k $6.2M -4% Mar 2026
 View chart
Norden Group 39k $6.2M -16% Mar 2026
 View chart
Michelson Medical Research Foundation 35k $5.6M 0% Mar 2026
 View chart
Royal Bank of Canada 33k $5.3M 18% Mar 2026
 View chart
Finley Financial 32k $5.1M -1% Mar 2026
 View chart
Heck Capital Advisors 32k $5.1M 100% Mar 2026
 View chart
Raymond James Financial 32k $5.0M 445% Dec 2025
 View chart
Cambridge Investment Research Advisors 28k $4.5M 38% Mar 2026
 View chart
Johnson Investment Counsel 27k $4.2M 3% Mar 2026
 View chart
TABR Capital Management 25k $3.9M -79% Mar 2026
 View chart
Coco Enterprises 24k $3.9M 100% Mar 2026
 View chart
Emerald Investment Partners 23k $3.7M 2% Mar 2026
 View chart
Regal Investment Advisors 22k $3.4M -6% Dec 2025
 View chart
Jane Street 22k $3.4M 100% Mar 2026
 View chart
Noble Family Wealth 21k $3.4M -2% Mar 2026
 View chart
Institute For Wealth Management 20k $3.2M 0% Mar 2026
 View chart
Advisor Group Holdings 19k $3.0M 35% Dec 2025
 View chart
Stephens 19k $3.0M 0% Mar 2026
 View chart
Camelot Technology Advisors 19k $3.0M 0% Mar 2026
 View chart
O'shaughnessy Asset Management 18k $2.9M 10% Mar 2026
 View chart
Weber Capital Management 18k $2.9M 0% Mar 2026
 View chart
Yale Capital Corp. 18k $2.9M -1% Mar 2026
 View chart
HighTower Advisors 18k $2.8M 38% Mar 2026
 View chart
Kendall Capital Management 17k $2.8M 1% Mar 2026
 View chart
Commonwealth Equity Services 17k $2.7M -1% Mar 2026
 View chart
Beacon Pointe Advisors 16k $2.5M 100% Dec 2025
 View chart
Efficient Advisors 16k $2.6M -8% Mar 2026
 View chart
Capstone Wealth Management Group 15k $2.4M 100% Mar 2026
 View chart
M1 Capital Management 15k $2.3M -5% Mar 2026
 View chart
Evanson Asset Management 14k $2.3M 0% Mar 2026
 View chart
Indiana Trust & Investment Management 14k $2.2M 0% Mar 2026
 View chart
Rockbridge Investment Management, LCC 13k $2.1M -8% Dec 2025
 View chart
Foundations Investment Advisors 12k $2.0M 94% Mar 2026
 View chart
EMC Capital Management 12k $1.9M 100% Dec 2025
 View chart
Genesis Financial Group 11k $1.8M 158% Mar 2026
 View chart
Endowment Wealth Management 11k $1.8M 6% Mar 2026
 View chart
GHP Investment Advisors 11k $1.7M 0% Mar 2026
 View chart
Global Retirement Partners 11k $1.7M -22% Dec 2025
 View chart
Jones Financial Companies, L.L 11k $1.7M 6% Dec 2025
 View chart
Susquehanna International 10k $1.6M -86% Dec 2025
 View chart
Camden Capital 10k $1.6M 0% Mar 2026
 View chart
Level Financial Advisors 9.9k $1.6M 0% Mar 2026
 View chart
James Investment Research 9.4k $1.5M 0% Mar 2026
 View chart
Robinson Value Management 9.3k $1.5M 100% Mar 2026
 View chart
Lido Advisors 9.0k $1.4M 43% Mar 2026
 View chart
Moisand Fitzgerald Tamayo 8.9k $1.4M 0% Mar 2026
 View chart
AQR Capital Management 8.3k $1.3M 14% Mar 2026
 View chart
Connors Investor Services 8.0k $1.3M 100% Mar 2026
 View chart
UMA Financial Services 7.7k $1.2M -2% Mar 2026
 View chart
Colony 7.4k $1.2M 5% Dec 2025
 View chart
Quantinno Capital Management 7.4k $1.2M 35% Mar 2026
 View chart
Mariner Wealth Advisors 7.0k $1.1M 0% Mar 2026
 View chart
Modera Wealth Management 6.5k $1.0M 0% Mar 2026
 View chart
Haven Private 6.1k $969k 0% Mar 2026
 View chart
Kestra Advisory Services 5.9k $940k -4% Mar 2026
 View chart
Captrust Financial Advisors 5.7k $902k 5% Dec 2025
 View chart
Simplicity Wealth 5.7k $905k 100% Mar 2026
 View chart
Jackson, Grant Investment Advisers 5.5k $883k 0% Mar 2026
 View chart
Discipline Wealth Solutions 5.3k $843k -1% Mar 2026
 View chart
Ccg Wealth Management 5.3k $843k 100% Mar 2026
 View chart
WESCAP Management 5.2k $835k 0% Mar 2026
 View chart
Eclectic Associates 5.1k $809k 55% Mar 2026
 View chart
Vista Capital Partners 5.0k $797k 0% Mar 2026
 View chart
Ellis Investment Partners 5.0k $794k -7% Mar 2026
 View chart
Forefront Wealth Partners 4.8k $761k 83% Mar 2026
 View chart
Capital Investment Advisors 4.8k $760k 0% Mar 2026
 View chart
Hanson McClain Advisors 4.7k $738k -3% Dec 2025
 View chart
Kennedy Capital Management 4.5k $724k 100% Mar 2026
 View chart
Acropolis Investment Management 4.5k $716k 0% Mar 2026
 View chart
Mutual Advisors 4.4k $705k 27% Mar 2026
 View chart
Clear Creek Financial Management 4.3k $682k -1% Mar 2026
 View chart
Legacy Financial Group 4.3k $680k 0% Mar 2026
 View chart
FMR 4.2k $661k 68% Dec 2025
 View chart
Brand Asset Management Group 4.1k $657k 0% Mar 2026
 View chart
Peoples Bank 4.0k $638k 0% Mar 2026
 View chart
SFI Advisors 4.0k $634k -50% Mar 2026
 View chart
Mercer Global Advisors 3.9k $627k 0% Mar 2026
 View chart
Sentinel Wealth Management 3.8k $609k 0% Mar 2026
 View chart
Steward Partners Investment Advisory 3.5k $561k 764% Mar 2026
 View chart
Urban Financial Advisory Corp 3.4k $550k -11% Mar 2026
 View chart
Biltmore Family Office 3.4k $543k -15% Mar 2026
 View chart
Founders Financial Securities 3.4k $577k 0% Mar 2026
 View chart
Keybank National Association 3.4k $539k -9% Mar 2026
 View chart
NTV Asset Management 3.2k $504k -5% Mar 2026
 View chart
Next Capital Management 3.1k $499k 0% Mar 2026
 View chart
Bailard 3.1k $498k -34% Mar 2026
 View chart
Sage Rhino Capital 3.1k $491k 85% Mar 2026
 View chart
Mml Investors Services 3.1k $490k -51% Mar 2026
 View chart
Focus Financial Network 3.0k $484k -14% Mar 2026
 View chart
Buckingham Strategic Partners 3.0k $481k 0% Mar 2026
 View chart
Ancora Advisors 3.0k $479k 0% Mar 2026
 View chart
Archer Investment Management 3.0k $478k -63% Mar 2026
 View chart
Tortoise Investment Management 3.0k $474k 0% Mar 2026
 View chart
First Western Trust Bank 2.9k $470k 0% Mar 2026
 View chart
Family Wealth Partners 2.8k $453k 0% Mar 2026
 View chart
Cardiff Park Advisors 2.8k $443k 0% Mar 2026
 View chart
Integrated Wealth Concepts 2.8k $442k 104% Mar 2026
 View chart
Mullaney, Keating & Wright 2.7k $432k 43% Mar 2026
 View chart
Legacy Advisors 2.7k $426k 0% Mar 2026
 View chart
Meridian Wealth Management 2.6k $415k 100% Mar 2026
 View chart
Equitable Holdings 2.6k $403k 100% Mar 2026
 View chart
National Bank Of Canada /fi/ 2.5k $399k 6% Dec 2025
 View chart
Garrison Point Advisors 2.5k $399k -3% Mar 2026
 View chart
Beaird Harris Wealth Management 2.4k $383k 0% Dec 2025
 View chart
Crusonia Wealth Advisors 2.4k $383k 0% Mar 2026
 View chart
Tiaa-cref Individual & Institutional Services 2.3k $375k 100% Mar 2026
 View chart
Boston Family Office 2.3k $372k 0% Mar 2026
 View chart
BlackRock 2.3k $366k 100% Mar 2026
 View chart
KFA Private Wealth Group 2.3k $365k 0% Mar 2026
 View chart
Robertson Stephens Wealth Management 2.3k $360k 3% Mar 2026
 View chart
Farther Finance Advisors 2.2k $354k -2% Mar 2026
 View chart
Silvercrest Asset Management Group 2.2k $343k 0% Dec 2025
 View chart
Spire Wealth Management 2.1k $337k 0% Mar 2026
 View chart
Bank of New York Mellon 2.1k $334k -12% Mar 2026
 View chart
Pensionmark Financial Group 2.1k $331k 1% Mar 2026
 View chart
Compass Ion Advisors 2.1k $331k -13% Mar 2026
 View chart
Clune & Associates 2.1k $327k 5% Mar 2026
 View chart
Burke & Herbert Bank & Trust 2.1k $327k 0% Mar 2026
 View chart
Janney Montgomery Scott 2.0k $327k 100% Mar 2026
 View chart
Doliver Capital Advisors 2.0k $321k -3% Mar 2026
 View chart
Sanctuary Advisors 2.0k $319k -2% Mar 2026
 View chart
Crescent Grove Advisors 1.7k $274k -18% Mar 2026
 View chart
First Horizon National Corp 1.6k $255k -21% Mar 2026
 View chart
NVWM 1.4k $222k -65% Mar 2026
 View chart
Kingsview Wealth Management 1.4k $219k -97% Mar 2026
 View chart
Geneos Wealth Management 754.00 $120k -94% Mar 2026
 View chart

Who sold out of iShares Russell Microcap Index?

Fund or Company Name Date Sold Shares Held Valued At
Jpmorgan Chase & Co Sep 2025 39k $5.9M
Rice Hall James & Associates Dec 2025 29k $4.5M
LVZ Advisors Dec 2025 11k $1.7M
Optivise Advisory Services Dec 2025 9.0k $1.4M
Wealth Enhancement Advisory Services Dec 2025 6.6k $1.1M
Capstone Investment Advisors Dec 2025 6.4k $1.0M
Concurrent Investment Advisors Dec 2025 6.2k $983k
National Asset Management Dec 2025 4.9k $777k
Hrt Financial Dec 2025 4.6k $725k
Wealthcare Advisory Partners Dec 2025 4.6k $722k
Empowered Funds Sep 2025 4.6k $681k
Atria Investments Dec 2025 4.4k $693k
Goldstone Financial Group Dec 2025 4.3k $674k
Keystone Wealth Services Dec 2025 4.3k $671k
Fulcrum Equity Management Dec 2025 3.2k $509k
Pacific Ridge Capital Partners Dec 2025 2.9k $449k
Tiaa Trust, National Association Dec 2025 2.3k $370k
Goss Wealth Management Dec 2025 2.0k $321k