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
Goodman & Company, Investment Counsel 544k $69M 100% Mar 2022
Halbert Hargrove Global Advisors 198k $26M -1% Mar 2022
Morgan Stanley 192k $25M 100% Mar 2022
One Capital Management 190k $25M 5% Mar 2022
H D Vest Advisory Services 143k $18M -4% Mar 2022
Stephens 124k $16M -17% Mar 2022
Alesco Advisors 120k $15M 10% Mar 2022
Arkansas Financial 114k $12M 6% Jun 2022
Goldman Sachs Group 114k $15M 0% Mar 2022
Wells Fargo & Company 109k $14M -1% Mar 2022
Balasa Dinverno & Foltz 100k $13M 100% Mar 2022

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of iShares Russell Microcap Index?

Empirical Financial Services, LLC d/b/a Empirical Wealth Management 100k $13M -9% Mar 2022
Jpmorgan Chase & Co 96k $12M -1% Mar 2022
RegentAtlantic Capital 94k $12M -4% Mar 2022
Janney Montgomery Scott 86k $11M 3% Mar 2022
Efficient Advisors 84k $11M -5% Mar 2022
CPCM 82k $11M 3% Mar 2022
Advisor Group Holdings 77k $9.9M 0% Mar 2022
Creative Planning 75k $9.7M 2% Mar 2022
HighTower Advisors 74k $9.6M 3% Mar 2022
UBS Group 71k $9.1M -1% Mar 2022
Chicago Partners Investment 65k $7.5M 0% Jun 2022
Aire Advisors 53k $6.8M 7% Mar 2022
Amerivest Investment Management 51k $6.6M 10% Mar 2022
Marquette Asset Management 50k $5.2M 6% Jun 2022
Dowling & Yahnke, LLC" 49k $6.4M -10% Mar 2022
First Republic Investment Management 46k $6.0M -30% Mar 2022
Smith, Moore & Co. 45k $5.7M 0% Mar 2022
Jane Street 44k $5.6M 1877% Mar 2022
Johnson Investment Counsel 41k $5.3M 0% Mar 2022
Dumont & Blake Investment Advisors 40k $5.1M 1% Mar 2022
Envestnet Asset Management 37k $4.7M -75% Mar 2022
Hancock Bank Trust Department 36k $4.6M 10% Mar 2022
Ancora Advisors 33k $4.3M -1% Mar 2022
LPL Financial 33k $4.2M 100% Mar 2022
Emerald Investment Partners 27k $3.4M 100% Mar 2022
Clark Capital Management Group 26k $3.4M 100% Mar 2022
Raymond James Financial Services Advisors 24k $3.1M 6% Mar 2022
Yale Capital Corp. 23k $3.0M 0% Mar 2022
Mutual Of America Capital Management 23k $2.9M -4% Mar 2022
WESCAP Management 22k $2.8M 3% Mar 2022
Kendall Capital Management 20k $2.1M 68% Jun 2022
Multi-Financial Securities 19k $2.5M 21% Mar 2022
Regal Investment Advisors 19k $2.4M 3% Mar 2022
Strategic Wealth Advisors 18k $2.3M 100% Mar 2022
Level Financial Advisors 18k $2.3M 0% Jun 2022
Dynamic Advisors Solutions 18k $1.8M 5% Jun 2022
Citadel Advisors 17k $2.2M -91% Mar 2022
Cambridge Investment Research Advisors 16k $1.7M 1% Jun 2022
UMA Financial Services 16k $2.0M 0% Mar 2022
Stifel Financial 14k $1.8M 2% Mar 2022
Park Avenue Securities 14k $1.4M 2% Jun 2022
Evanson Asset Management 13k $1.4M -31% Jun 2022
Mariner Wealth Advisors 13k $1.7M 9% Mar 2022
Bell Rock Capital 13k $1.4M 100% Jun 2022
Family Firm 13k $1.9M 0% Jun 2022
GHP Investment Advisors 13k $1.7M -3% Mar 2022
Bank of New York Mellon 13k $1.7M 1% Mar 2022
Mercer Global Advisors 12k $1.5M -9% Mar 2022
CI Investments 9.9k $1.3M 4% Mar 2022
Camden Capital 9.6k $1.2M 0% Mar 2022
Fil 9.2k $1.2M 0% Mar 2022
Jentner 8.7k $900k 46% Jun 2022
Commonwealth Equity Services 8.3k $858k -17% Jun 2022
Kestra Private Wealth Services 8.0k $1.0M 0% Mar 2022
TAP Consulting 7.6k $789k -16% Jun 2022
Moisand Fitzgerald Tamayo 7.1k $920k -43% Mar 2022
Juncture Wealth Strategies 7.1k $735k -9% Jun 2022
United Capital Financial Advisers 6.7k $858k -7% Mar 2022
Ellis Investment Partners 6.5k $833k 0% Mar 2022
Brand Asset Management Group 6.2k $648k 0% Jun 2022
Acropolis Investment Management 6.2k $647k -4% Jun 2022
Keybank National Association 6.0k $775k 0% Mar 2022
Capital Investment Advisors 5.9k $614k -5% Jun 2022
Biltmore Family Office 5.7k $597k 310% Jun 2022
Silvercrest Asset Management Group 5.7k $731k -4% Mar 2022
Renaissance Technologies 5.6k $722k 100% Mar 2022
Jackson, Grant Investment Advisers 5.3k $553k 0% Jun 2022
Wealthsource Partners 5.3k $677k 122% Mar 2022
Vista Capital Partners 5.0k $649k 0% Mar 2022
Sepio Capital 4.9k $508k 0% Jun 2022
Capital Analysts 4.8k $620k -10% Mar 2022
Naviter Wealth 4.7k $492k -45% Jun 2022
Spire Wealth Management 4.6k $475k -35% Jun 2022
Tortoise Investment Management 4.6k $588k 0% Mar 2022
Modera Wealth Management 4.3k $445k 0% Jun 2022
Raymond James & Associates 4.2k $537k -76% Mar 2022
Portland Global Advisors 4.1k $426k -2% Jun 2022
NTV Asset Management 4.0k $417k 0% Jun 2022
Burns Wealth Management 3.9k $505k 0% Mar 2022
Crescent Grove Advisors 3.8k $398k -4% Jun 2022
High Net Worth Advisory Group 3.8k $492k 25% Mar 2022
Susquehanna International 3.7k $475k -92% Mar 2022
Precision Wealth Strategies 3.6k $389k -58% Jun 2022
Qube Research & Technologies 3.5k $450k -80% Mar 2022
Institute For Wealth Management 3.5k $359k 15% Jun 2022
Buckingham Asset Management 3.4k $436k -1% Mar 2022
Thompson Davis & Co 3.3k $347k -33% Jun 2022
Caprock 3.3k $345k 4% Jun 2022
Endowment Wealth Management 3.3k $423k -8% Mar 2022
HPM Partners 3.2k $416k 12% Mar 2022
Next Capital Management 3.1k $324k 0% Jun 2022
Eagle Global Advisors 3.0k $387k 4% Mar 2022
Nwam 3.0k $381k -7% Mar 2022
C2C Wealth Management 2.8k $312k 0% Jun 2022
Summit Financial 2.8k $286k 100% Jun 2022
Meridian Management 2.7k $349k 0% Mar 2022
Garrison Point Advisors 2.6k $334k 0% Mar 2022
First Western Trust Bank 2.6k $334k 100% Mar 2022
NVWM 2.6k $267k 100% Jun 2022
Cardiff Park Advisors 2.5k $325k 0% Mar 2022
Beaird Harris Wealth Management 2.5k $323k 0% Mar 2022
Private Ocean 2.5k $256k -11% Jun 2022
Boston Family Office 2.4k $312k 0% Mar 2022
Clarus Wealth Advisors 2.4k $258k 10% Jun 2022
Buckingham Strategic Partners 2.4k $306k 100% Mar 2022
Eaton Vance Management 2.4k $305k 1% Mar 2022
Wilson & Boucher Capital Management 2.3k $242k 0% Jun 2022
Northwestern Mutual Wealth Management Company 2.3k $237k 5% Jun 2022
Mml Investors Services 2.3k $294k -29% Mar 2022
Northern Trust 2.2k $289k 0% Mar 2022
Bromfield Sneider Wealth Advisors 2.2k $232k 30% Jun 2022
Dixon Fnancial Services 2.1k $216k 0% Jun 2022
Financial Network Investment Corporation 2.1k $265k -8% Mar 2022
Horizon Kinetics Asset Management 2.0k $261k -1% Mar 2022
Keebeck Wealth Management 2.0k $260k 0% Mar 2022
Northeast Financial Consultants 2.0k $258k 0% Mar 2022
Thrivent Financial for Lutherans 2.0k $252k -8% Mar 2022
L.m. Kohn & Company 1.9k $249k 100% Mar 2022
Cetera Investment Advisers 1.9k $243k 30% Mar 2022
Joseph P. Lucia & Associates 1.9k $194k 0% Jun 2022
FTB Advisors 1.8k $231k -18% Mar 2022
L & S Advisors 1.7k $219k -1% Mar 2022
IHT Wealth Management 1.6k $212k 3% Mar 2022
Moloney Securities Asset Management 1.6k $209k -1% Mar 2022
Retirement Planning Co of New England 1.6k $207k 0% Mar 2022
Geneos Wealth Management 1.6k $168k 53% Jun 2022
Rice Hall James & Associates 1.6k $202k -87% Mar 2022
Hanson McClain Advisors 1.4k $146k 0% Jun 2022
Smithfield Trust Company 1.4k $180k 0% Mar 2022
Belpointe Asset Management 1.3k $165k 100% Mar 2022
Rockefeller Capital Management 1.3k $161k 0% Mar 2022
Western Pacific Wealth Management 1.2k $154k 0% Mar 2022
Angeles Wealth Management 1.2k $123k 0% Jun 2022
Syverson Strege & Co 1.1k $136k 0% Mar 2022
Salem Investment Counselors 1.0k $133k 0% Mar 2022
Parallel Advisors 975.00 $127k -33% Mar 2022
CWM 932.00 $97k 2% Jun 2022
Pnc Financial Services 929.00 $120k -3% Mar 2022
McClarren Financial Advisors 906.00 $116k 0% Mar 2022
Atlantic Trust 905.00 $117k 100% Mar 2022
Private Capital Group 875.00 $113k 0% Mar 2022
Franklin Resources 735.00 $94k -9% Mar 2022
Evermay Wealth Management 729.00 $94k 0% Mar 2022
O'shaughnessy Asset Management 661.00 $85k 100% Mar 2022
Fifth Third Bancorp 650.00 $68k 0% Jun 2022
FMR 648.00 $83k 100% Mar 2022
National Bank Of Canada /fi/ 630.00 $65k -20% Jun 2022
Arlington Partners 540.00 $56k 0% Jun 2022
ExodusPoint Capital Management 506.00 $65k 100% Mar 2022
Punch & Associates Investment Management 485.00 $62k 0% Mar 2022
Prospera Financial Services 440.00 $57k 100% Mar 2022
Cutler 279.00 $28k -87% Jun 2022
William Blair $ Company 150.00 $19k -92% Mar 2022
Tower Research Capital 51.00 $7.0k -100% Mar 2022
Creative Financial Designs 50.00 $6.0k -99% Mar 2022

Who sold out of iShares Russell Microcap Index?

Fund or Company Name Date Sold Shares Held Valued At
Bank of America Corporation Dec 2021 346k $48M
CX Institutional Dec 2021 40k $5.6M
LVZ Advisors Mar 2022 25k $3.2M
GFG Capital Mar 2022 5.1k $663k
Meristem Dec 2021 4.7k $650k
Procyon Private Wealth Partners Mar 2022 3.7k $479k
Financial Advocates Investment Management Dec 2021 2.5k $347k
Lincoln National Dec 2021 2.3k $320k
First Merchants Bank, National Association Mar 2022 2.2k $281k
Elm Advisors Dec 2021 1.9k $264k
Wesbanco Trust And Investments Mar 2022 1.8k $237k
Trexquant Investment Dec 2021 1.8k $249k
Trust Company of Virginia Mar 2022 1.7k $220k
Koshinski Asset Management Mar 2022 1.7k $214k
Kohmann Bosshard Financial Services Mar 2022 1.7k $214k
U.S. Capital Wealth Advisors Dec 2021 1.6k $226k
Gradient Capital Advisors Mar 2022 1.6k $206k
Nations Financial Group Dec 2021 1.6k $220k
WP Advisors Mar 2022 1.6k $202k
Trellis Advisors Dec 2021 1.5k $210k
Sigma Planning Dec 2021 1.5k $205k
Leuthold Weeden Capital Management Dec 2021 1.4k $202k
Glassman Wealth Services Mar 2022 915.00 $118k
KRS Capital Management Dec 2021 790.00 $110k
Asset Dedication Mar 2022 685.00 $88k
CoreCap Advisors Dec 2021 585.00 $82k