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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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 |
|---|---|---|---|---|---|
| One Capital Management | 302k | $35M | -6% | Dec 2023 |
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| CI Private Wealth | 237k | $28M | 1% | Dec 2023 |
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| Bank of America Corporation | 192k | $22M | -2% | Dec 2023 |
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| Alesco Advisors | 180k | $21M | 4% | Dec 2023 |
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| Bank Of Montreal | 158k | $19M | -6% | Dec 2023 |
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| H D Vest Advisory Services | 148k | $17M | -2% | Dec 2023 |
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| Sparta 24 | 139k | $16M | 0% | Dec 2023 |
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| Halbert Hargrove Global Advisors | 107k | $13M | -11% | Mar 2024 |
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| HighTower Advisors | 106k | $12M | 1% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 102k | $12M | -10% | Dec 2023 |
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| Arkansas Financial | 84k | $10M | -6% | Mar 2024 |
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| Wells Fargo & Company | 83k | $9.7M | 4% | Dec 2023 |
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| Chicago Partners Investment | 78k | $8.8M | 4% | Mar 2024 |
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| Creative Planning | 73k | $8.4M | -1% | Dec 2023 |
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| UBS Group | 64k | $7.5M | -3% | Dec 2023 |
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| Schoolcraft Capital | 61k | $7.4M | -1% | Mar 2024 |
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| Royal Bank of Canada | 60k | $7.0M | -23% | Dec 2023 |
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| Advisor Group Holdings | 58k | $6.7M | -36% | Dec 2023 |
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| Efficient Advisors | 49k | $5.7M | -1% | Dec 2023 |
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| Jpmorgan Chase & Co | 48k | $5.6M | 9% | Dec 2023 |
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| Axxcess Wealth Management | 46k | $5.3M | 100% | Dec 2023 |
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| Mutual Of America Capital Management | 45k | $5.3M | 40% | Dec 2023 |
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| Dumont & Blake Investment Advisors | 41k | $5.0M | -1% | Mar 2024 |
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| Emerald Investment Partners | 37k | $4.2M | 4% | Dec 2023 |
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| Park Avenue Securities | 36k | $4.4M | 7% | Mar 2024 |
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| Michelson Medical Research Foundation | 35k | $4.1M | 0% | Dec 2023 |
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| Johnson Investment Counsel | 30k | $3.5M | -1% | Dec 2023 |
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| Aire Advisors | 24k | $2.8M | -1% | Dec 2023 |
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| Noble Family Wealth | 23k | $2.8M | -18% | Mar 2024 |
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| Two Sigma Investments | 23k | $2.7M | 166% | Dec 2023 |
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| Rockbridge Investment Management, LCC | 18k | $2.1M | 100% | Dec 2023 |
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| Family Firm | 17k | $2.0M | 5% | Dec 2023 |
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| Kendall Capital Management | 17k | $2.0M | -21% | Dec 2023 |
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| Dynamic Advisors Solutions | 16k | $2.0M | -4% | Mar 2024 |
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| Stifel Financial | 15k | $1.7M | 4% | Dec 2023 |
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| Indiana Trust & Investment Management | 15k | $1.8M | 0% | Mar 2024 |
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| Evanson Asset Management | 14k | $1.6M | 0% | Mar 2024 |
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| WESCAP Management | 13k | $1.5M | -10% | Dec 2023 |
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| Goldman Sachs Group | 13k | $1.5M | -81% | Dec 2023 |
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| Level Financial Advisors | 12k | $1.5M | -3% | Mar 2024 |
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| UMA Financial Services | 12k | $1.3M | -5% | Mar 2024 |
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| Kingsview Wealth Management | 12k | $1.4M | 471% | Dec 2023 |
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| GHP Investment Advisors | 12k | $1.4M | -5% | Mar 2024 |
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| Moisand Fitzgerald Tamayo | 10k | $1.3M | 0% | Mar 2024 |
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| Camden Capital | 9.8k | $1.1M | 1% | Dec 2023 |
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| CI Investments | 9.2k | $1.1M | 0% | Dec 2023 |
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| Commonwealth Equity Services | 9.1k | $1.1M | 3% | Dec 2023 |
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| Bank of New York Mellon | 9.1k | $1.1M | -2% | Mar 2024 |
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| O'shaughnessy Asset Management | 8.9k | $1.0M | 12% | Dec 2023 |
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| Mercer Global Advisors | 8.7k | $1.0M | 0% | Dec 2023 |
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| Capstone Investment Advisors | 8.0k | $928k | 100% | Dec 2023 |
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| Institute For Wealth Management | 7.8k | $904k | 60% | Dec 2023 |
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| Capital Analysts | 7.6k | $882k | -14% | Dec 2023 |
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| Urban Financial Advisory Corp | 7.3k | $846k | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 7.3k | $844k | -29% | Dec 2023 |
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| Ellis Investment Partners | 6.8k | $822k | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 6.3k | $761k | -11% | Mar 2024 |
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| Endowment Wealth Management | 5.5k | $640k | 2% | Dec 2023 |
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| TAP Consulting | 5.4k | $660k | 0% | Mar 2024 |
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| Capital Investment Advisors | 5.3k | $644k | 0% | Mar 2024 |
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| Captrust Financial Advisors | 5.3k | $612k | 0% | Dec 2023 |
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| Lido Advisors | 5.1k | $590k | 0% | Dec 2023 |
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| Jackson, Grant Investment Advisers | 5.1k | $588k | 9% | Dec 2023 |
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| Vista Capital Partners | 5.0k | $585k | 0% | Dec 2023 |
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| Two Sigma Advisers | 5.0k | $580k | 19% | Dec 2023 |
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| Brand Asset Management Group | 5.0k | $579k | 0% | Dec 2023 |
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| Buckingham Strategic Partners | 4.9k | $571k | 100% | Dec 2023 |
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| Legacy Financial Group | 4.6k | $562k | 100% | Mar 2024 |
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| Kestra Advisory Services | 4.5k | $517k | -16% | Dec 2023 |
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| Founders Financial Securities | 4.3k | $526k | 8% | Mar 2024 |
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| Tortoise Investment Management | 4.1k | $476k | 0% | Dec 2023 |
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| Compass Ion Advisors | 4.1k | $497k | 3% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 4.1k | $495k | 0% | Mar 2024 |
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| Bromfield Sneider Wealth Advisors | 4.1k | $492k | 28% | Mar 2024 |
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| Peoples Bank | 4.1k | $491k | -21% | Mar 2024 |
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| NTV Asset Management | 4.0k | $465k | -2% | Dec 2023 |
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| Sepio Capital | 4.0k | $460k | -17% | Dec 2023 |
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| Buckingham Asset Management | 4.0k | $459k | -1% | Dec 2023 |
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| Ancora Advisors | 3.9k | $452k | -8% | Dec 2023 |
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| Citadel Advisors | 3.8k | $441k | -86% | Dec 2023 |
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| Modera Wealth Management | 3.7k | $425k | -14% | Dec 2023 |
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| Spire Wealth Management | 3.5k | $426k | 0% | Mar 2024 |
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| Aspen Grove Capital | 3.5k | $401k | 0% | Dec 2023 |
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| Clarus Wealth Advisors | 3.2k | $369k | 0% | Mar 2024 |
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| Next Capital Management | 3.1k | $362k | 0% | Dec 2023 |
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| Graves-Light Private Wealth Management | 3.1k | $360k | 100% | Dec 2023 |
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| First Western Trust Bank | 3.0k | $352k | 0% | Dec 2023 |
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| Clear Creek Financial Management | 3.0k | $363k | 24% | Mar 2024 |
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| Family Wealth Partners | 2.9k | $357k | 0% | Mar 2024 |
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| Raymond James Financial Services Advisors | 2.9k | $357k | -12% | Mar 2024 |
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| O'Connor Financial Group | 2.8k | $345k | -63% | Mar 2024 |
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| HPM Partners | 2.8k | $328k | 100% | Dec 2023 |
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| Crescent Grove Advisors | 2.8k | $321k | -8% | Dec 2023 |
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| Garrison Point Advisors | 2.6k | $301k | 0% | Dec 2023 |
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| Cardiff Park Advisors | 2.5k | $292k | 0% | Dec 2023 |
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| Private Ocean | 2.5k | $301k | 0% | Mar 2024 |
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| Beaird Harris Wealth Management | 2.4k | $283k | -1% | Dec 2023 |
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| Doliver Capital Advisors | 2.4k | $295k | -11% | Mar 2024 |
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| Boston Family Office | 2.4k | $280k | 0% | Dec 2023 |
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| WP Advisors | 2.4k | $279k | 100% | Dec 2023 |
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| Wealthsource Partners | 2.4k | $277k | 0% | Dec 2023 |
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| Wilson & Boucher Capital Management | 2.3k | $270k | 0% | Dec 2023 |
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| Cutler | 2.3k | $0 | -70% | Mar 2024 |
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| Mutual Advisors | 2.3k | $266k | 10% | Dec 2023 |
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| Nwam | 2.3k | $265k | -13% | Dec 2023 |
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| Global Retirement Partners | 2.3k | $273k | -4% | Mar 2024 |
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| Joseph P. Lucia & Associates | 2.1k | $248k | 0% | Dec 2023 |
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| Tilson Financial Group | 2.1k | $256k | 0% | Mar 2024 |
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| Acropolis Investment Management | 2.1k | $252k | 0% | Mar 2024 |
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| Summit Financial | 2.1k | $248k | -25% | Mar 2024 |
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| Tiaa Trust, National Association | 2.0k | $238k | 0% | Dec 2023 |
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| Keebeck Wealth Management | 2.0k | $234k | 0% | Dec 2023 |
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| B&D White Capital Company | 2.0k | $234k | 0% | Dec 2023 |
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| Jentner | 2.0k | $233k | -77% | Dec 2023 |
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| Dixon Fnancial Services | 2.0k | $242k | -4% | Mar 2024 |
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| Northeast Financial Consultants | 2.0k | $232k | 0% | Dec 2023 |
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| Wealthcare Advisory Partners | 2.0k | $241k | 100% | Mar 2024 |
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| Gray Wealth Management | 1.9k | $225k | 100% | Dec 2023 |
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| L.m. Kohn & Company | 1.9k | $230k | 0% | Mar 2024 |
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| Pensionmark Financial Group | 1.9k | $221k | 100% | Dec 2023 |
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| Eagle Global Advisors | 1.8k | $203k | 100% | Dec 2023 |
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| Wesbanco Trust And Investments | 1.7k | $210k | -15% | Mar 2024 |
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| Raymond James & Associates | 1.7k | $201k | -36% | Mar 2024 |
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| FTB Advisors | 1.5k | $186k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 1.2k | $147k | 0% | Mar 2024 |
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| Toth Financial Advisory Corporation | 1.2k | $144k | 0% | Mar 2024 |
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| Farther Finance Advisors | 1.0k | $122k | 100% | Dec 2023 |
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| Smithfield Trust Company | 977.00 | $113k | 0% | Dec 2023 |
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| Pnc Financial Services | 891.00 | $103k | 0% | Dec 2023 |
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| McClarren Financial Advisors | 885.00 | $103k | 1% | Dec 2023 |
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| Frazier Financial Advisors | 879.00 | $102k | 100% | Dec 2023 |
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| Parallel Advisors | 825.00 | $96k | -15% | Dec 2023 |
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| IFP Advisors | 801.00 | $93k | -27% | Dec 2023 |
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| Geneos Wealth Management | 754.00 | $88k | -2% | Dec 2023 |
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| Franklin Resources | 735.00 | $85k | 0% | Dec 2023 |
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| Eagle Bay Advisors | 711.00 | $83k | -22% | Dec 2023 |
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| Godsey and Gibb | 676.00 | $82k | 100% | Mar 2024 |
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| A. Montag and Associates | 670.00 | $78k | 0% | Dec 2023 |
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| Fifth Third Bancorp | 650.00 | $79k | 0% | Mar 2024 |
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| Mather Group | 639.00 | $74k | 100% | Mar 2024 |
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| National Bank Of Canada /fi/ | 580.00 | $67k | 0% | Dec 2023 |
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| Provence Wealth Management Group | 550.00 | $64k | 0% | Dec 2023 |
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| Evermay Wealth Management | 406.00 | $47k | -16% | Dec 2023 |
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| Asset Dedication | 385.00 | $46k | 0% | Mar 2024 |
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| Bartlett & Co. | 345.00 | $41k | 0% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 345.00 | $41k | 0% | Dec 2023 |
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| Punch & Associates Investment Management | 343.00 | $40k | -3% | Dec 2023 |
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| Ariel Capital Advisors | 324.00 | $38k | 0% | Dec 2023 |
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| CWM | 224.00 | $27k | 2% | Mar 2024 |
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| Pacific Center for Financial Services | 218.00 | $25k | 0% | Dec 2023 |
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| Barclays | 111.00 | $13k | -99% | Dec 2023 |
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Who sold out of iShares Russell Microcap Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Management | Sep 2023 | 52k | $5.2M |
| Cumberland Advisors | Dec 2023 | 40k | $4.7M |
| LVZ Advisors | Dec 2023 | 19k | $2.2M |
| Rice Hall James & Associates | Dec 2023 | 14k | $1.6M |
| Flow Traders US | Sep 2023 | 9.6k | $965k |
| Jane Street | Sep 2023 | 4.3k | $432k |
| Forum Financial Management | Sep 2023 | 2.5k | $254k |
| Tempus Wealth Planning | Dec 2023 | 2.2k | $253k |
| Powell Investment Advisors | Dec 2023 | 715.00 | $83k |