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Get Institutions for : 
iShares Russell Microcap Index (IWC)  
$117.53 0.81 (0.69%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 194    2
Total shares held : 
 3,929,304  
% of shares held : 
 49.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 -191,814  
% of shares held change : 
   -2.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $98.46  
Last Quarter's Ending Price : 
 $116.03  
Last Quarter's Average Price : 
 $101.41  
Change from last quarter's     
avg. price to the last closing  : 
16.12 (15.9%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 87,001
 2.21%
 
Increased Positions :
55
 123,673
 3.15%
 
Unchanged Positions :
57
 158,455
 4.03%
 
Decreased Positions :
67
-253,682
-6.46%
 
Closed Positions :
13
-148,806
-3.79%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AXXCESS WEALTH MANAGEMENT LLC 125 *New 2023-12-31 45,645 $5,296,000 45,645
   Graves-Light Private Wealth Management Inc. 131 *New 2023-12-31 3,100 $360,000 3,100
   WP Advisors LLC 89 *New 2023-12-31 2,407 $279,000 2,407
   FINANCIAL NETWORK 2292 *New 2023-12-31 2,377 $276,000 2,377
   Wealthcare Advisory Partners LLC 722 *New 2024-03-31 1,990 $241,000 1,990
   Pensionmark Financial Group LLC 352 *New 2023-12-31 1,900 $220,000 1,900
   IHT Wealth Management LLC 897 *New 2023-12-31 1,777 $206,000 1,777
   EAGLE GLOBAL ADVISORS LLC 227 *New 2023-12-31 1,750 $203,000 1,750
   GODSEY & GIBB ASSOCIATES 138 *New 2024-03-31 676 $82,000 676
   MATHER GROUP, INC. 781 *New 2024-03-31 639 $74,000 639
   MCMILLION CAPITAL MANAGEMENT INC 144 *New 2023-06-30 102 $11,000 102
   MASSMUTUAL TRUST CO FSB/ADV 1045 *New 2024-03-31 85 $10,000 85
   ADVISORY SERVICES NETWORK, LLC 2844 *New 2023-12-31 75 $9,000 75
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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