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
Halbert Hargrove Global Advisors 200k $22M 2% Dec 2022
Alesco Advisors 165k $18M 100% Dec 2022
Bank Of Montreal 164k $19M -6% Dec 2022
H D Vest Advisory Services 147k $15M 7% Sep 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 134k $14M 7% Sep 2022
Arkansas Financial 116k $12M 2% Sep 2022
Janney Montgomery Scott 109k $12M 19% Dec 2022
Balasa Dinverno & Foltz 101k $11M -5% Sep 2022
HighTower Advisors 77k $7.9M 4% Sep 2022
Creative Planning 76k $7.8M -1% Sep 2022
UBS Group 72k $7.4M 1% Sep 2022

Setup an alert

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

Chicago Partners Investment 70k $7.8M 7% Sep 2022
Aire Advisors 69k $7.2M 12% Sep 2022
Stephens 63k $6.8M -21% Dec 2022
Efficient Advisors 58k $6.0M -14% Sep 2022
Royal Bank of Canada 50k $5.2M 100% Sep 2022
Dowling & Yahnke, LLC" 46k $4.8M -3% Sep 2022
Dumont & Blake Investment Advisors 40k $4.3M 0% Dec 2022
Tower Research Capital 37k $3.8M 100% Sep 2022
Envestnet Asset Management 31k $3.2M 12% Sep 2022
Hancock Bank Trust Department 30k $3.3M -8% Dec 2022
Emerald Investment Partners 30k $3.1M 0% Sep 2022
Raymond James Financial Services Advisors 24k $2.5M -6% Sep 2022
Rice Hall James & Associates 24k $2.6M 100% Dec 2022
Crescent Grove Advisors 23k $2.5M 512% Dec 2022
Yale Capital Corp. 22k $2.3M -2% Sep 2022
Park Avenue Securities 22k $2.3M 27% Dec 2022
Mutual Of America Capital Management 21k $2.1M -8% Sep 2022
WESCAP Management 21k $2.1M 1% Sep 2022
Regal Investment Advisors 20k $2.1M 6% Sep 2022
Kendall Capital Management 19k $2.0M -11% Dec 2022
Dynamic Advisors Solutions 17k $1.8M -8% Dec 2022
CX Institutional 16k $1.7M 100% Dec 2022
Naviter Wealth 15k $1.8M 145% Dec 2022
Mariner Wealth Advisors 15k $1.5M 100% Sep 2022
Level Financial Advisors 14k $1.5M -3% Dec 2022
Evanson Asset Management 13k $1.4M 0% Dec 2022
GHP Investment Advisors 13k $1.3M -2% Sep 2022
UMA Financial Services 13k $1.5M -7% Dec 2022
Family Firm 13k $1.3M -12% Sep 2022
Moisand Fitzgerald Tamayo 12k $1.3M -1% Dec 2022
Mercer Global Advisors 9.8k $1.0M -12% Sep 2022
Camden Capital 9.6k $995k 0% Sep 2022
First Republic Investment Management 9.4k $968k -6% Sep 2022
Cambridge Investment Research Advisors 9.3k $962k -43% Sep 2022
Fil 9.2k $955k 0% Sep 2022
Jentner 7.9k $813k -9% Sep 2022
Juncture Wealth Strategies 7.8k $806k 10% Sep 2022
Biltmore Family Office 6.8k $698k 18% Sep 2022
IFP Advisors 6.7k $715k 52% Sep 2022
Ellis Investment Partners 6.6k $712k 0% Dec 2022
United Capital Financial Advisers 6.6k $680k -1% Sep 2022
TAP Consulting 6.6k $708k 0% Dec 2022
Keybank National Association 6.0k $648k 0% Dec 2022
High Net Worth Advisory Group 5.9k $608k 21% Sep 2022
Brand Asset Management Group 5.8k $628k 0% Dec 2022
Capital Investment Advisors 5.5k $595k 0% Dec 2022
Advisory Research 5.3k $546k 100% Sep 2022
Acropolis Investment Management 5.3k $571k -15% Dec 2022
Vista Capital Partners 5.0k $521k 0% Sep 2022
Sepio Capital 4.9k $532k 0% Dec 2022
Jackson, Grant Investment Advisers 4.9k $529k -8% Dec 2022
Tortoise Investment Management 4.5k $483k -7% Dec 2022
Modera Wealth Management 4.3k $442k 0% Sep 2022
Founders Financial Securities 4.2k $434k 100% Sep 2022
Portland Global Advisors 4.1k $442k 0% Dec 2022
NTV Asset Management 4.0k $415k 0% Sep 2022
Burns Wealth Management 3.9k $405k 0% Sep 2022
Buckingham Asset Management 3.5k $365k 2% Sep 2022
Jane Street 3.5k $359k 100% Sep 2022
Institute For Wealth Management 3.5k $372k 1% Dec 2022
Caprock 3.3k $357k 0% Dec 2022
Next Capital Management 3.1k $337k 0% Dec 2022
Spire Wealth Management 3.1k $337k 13% Dec 2022
Thompson Davis & Co 3.0k $315k -9% Sep 2022
Raymond James & Associates 3.0k $310k -4% Sep 2022
Clarus Wealth Advisors 2.9k $325k 21% Dec 2022
Bromfield Sneider Wealth Advisors 2.8k $303k 0% Dec 2022
C2C Wealth Management 2.8k $304k 0% Sep 2022
Summit Financial 2.8k $297k 0% Dec 2022
First Merchants Bank, National Association 2.7k $295k 100% Dec 2022
Wealthsource Partners 2.6k $270k 0% Sep 2022
Renaissance Technologies 2.6k $269k -16% Sep 2022
Garrison Point Advisors 2.6k $279k 0% Dec 2022
First Western Trust Bank 2.6k $268k 0% Sep 2022
Cardiff Park Advisors 2.5k $261k 0% Sep 2022
Private Ocean 2.5k $267k 0% Dec 2022
Beaird Harris Wealth Management 2.5k $254k -2% Sep 2022
Kestra Advisory Services 2.4k $262k -23% Dec 2022
Boston Family Office 2.4k $250k 0% Sep 2022
Wilson & Boucher Capital Management 2.3k $251k 0% Dec 2022
Gray Wealth Management 2.2k $232k 0% Sep 2022
Dixon Fnancial Services 2.1k $224k 0% Dec 2022
Joseph P. Lucia & Associates 2.0k $207k 7% Sep 2022
Northeast Financial Consultants 2.0k $207k 0% Sep 2022
Mutual Advisors 2.0k $214k 100% Dec 2022
Horizon Kinetics Asset Management 2.0k $204k -3% Sep 2022
Tiaa 2.0k $212k 0% Dec 2022
Eagle Global Advisors 2.0k $202k -35% Sep 2022
Claro Advisors 1.9k $202k 0% Sep 2022
Eagle Bay Advisors 1.8k $193k 27% Dec 2022
FTB Advisors 1.8k $185k 0% Sep 2022
Hanson McClain Advisors 1.4k $151k 0% Dec 2022
Angeles Wealth Management 1.2k $122k 0% Sep 2022
Syverson Strege & Co 1.1k $109k 0% Sep 2022
Salem Investment Counselors 1.0k $107k 0% Sep 2022
Rockefeller Capital Management 1.0k $103k 0% Sep 2022
Parallel Advisors 975.00 $101k 0% Sep 2022
CWM 915.00 $99k -1% Dec 2022
McClarren Financial Advisors 909.00 $98k 0% Dec 2022
Pnc Financial Services 891.00 $92k -4% Sep 2022
Cutler 779.00 $80k 179% Sep 2022
Geneos Wealth Management 761.00 $82k -52% Dec 2022
Asset Dedication 685.00 $71k 100% Sep 2022
Fifth Third Bancorp 650.00 $70k 0% Dec 2022
National Bank Of Canada /fi/ 630.00 $68k 0% Dec 2022
Mill Capital Management 605.00 $65k 100% Dec 2022
FMR 591.00 $61k -3% Sep 2022
Steward Partners Investment Advisory 434.00 $45k 306% Sep 2022
Marquette Asset Management 420.00 $45k -99% Dec 2022
Siena Capital 392.00 $41k 0% Sep 2022
Ariel Capital Advisors 324.00 $35k 0% Dec 2022
Almanack Investment Partners 300.00 $31k 100% Sep 2022
Kayne Anderson Rudnick Investment Management 243.00 $25k 0% Sep 2022
AdvisorNet Financial 214.00 $23k 0% Dec 2022
Signature Securities Group Corporation 209.00 $22k 100% Sep 2022
Money Concepts Capital Corp 207.00 $21k 47% Sep 2022
Baystate Wealth Management 203.00 $22k 1% Dec 2022
Oxler Private Wealth 200.00 $23k 100% Sep 2022
A. Montag and Associates 195.00 $21k 0% Dec 2022
M&r Capital Management 190.00 $21k 100% Dec 2022
Trust Co Of Vermont 168.00 $17k 0% Sep 2022
Global Retirement Partners 160.00 $18k 129% Sep 2022
Heritage Wealth Management 153.00 $16k 100% Sep 2022
William Blair $ Company 150.00 $16k 0% Sep 2022
Harbour Investments 142.00 $15k 0% Sep 2022
Mcmillion Capital Management 102.00 $11k 0% Sep 2022
Coastal Investment Advisors 100.00 $10k 100% Sep 2022
Institutional & Family Asset Management 99.00 $10k 0% Sep 2022
Wipfli Financial Advisors Llc, 88.00 $9.0k 100% Sep 2022
Hartland & Co 79.00 $8.0k 0% Sep 2022
Harbor Investment Advisory 70.00 $7.5k 0% Dec 2022
Whittier Trust Co. of Nevada 65.00 $7.0k 0% Dec 2022
Toth Financial Advisory Corporation 50.00 $5.4k 0% Dec 2022
Creative Financial Designs 50.00 $5.4k 0% Dec 2022
Proequities 43.00 $4.6M 0% Dec 2022
Efficient Wealth Management 20.00 $2.0k 0% Dec 2022
Atticus Wealth Management 18.00 $1.9k 0% Dec 2022
BerganKDV Wealth Management 11.00 $1.2k 100% Dec 2022
Armstrong Advisory Group 7.00 $754.999700 100% Dec 2022
Disciplined Investments 5.00 $539.000000 0% Dec 2022

Who sold out of iShares Russell Microcap Index?

Fund or Company Name Date Sold Shares Held Valued At
Bell Rock Capital Jun 2022 13k $1.4M
Precision Wealth Strategies Jun 2022 3.6k $389k
NVWM Jun 2022 2.6k $267k
L.m. Kohn & Company Jun 2022 1.9k $201k
Atlantic Trust Jun 2022 905.00 $94k
Simplex Trading Sep 2022 218.00 $22k
Captrust Financial Advisors Jun 2022 180.00 $19k
Financial Connections Group Jun 2022 175.00 $18k
Element Wealth Sep 2022 98.00 $10k