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Get Institutions for : 
iShares Russell Microcap Index (IWC)  
$117.88 0.35 (0.3%) as of 4:30 Tue 5/7


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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  : 
16.47 (16.24%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Sparta 24 Ltd. 2 - 2023-12-31 138,467 $16,066,000 0
   Michelson Medical Research Foundation Inc. 14 - 2023-12-31 35,385 $4,106,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 29 - 2024-03-31 14,730 $1,785,000 0
   CI INVESTMENTS INC 356 - 2023-12-31 9,246 $1,073,000 0
   FIL LTD 701 - 2023-12-31 9,223 $1,070,000 0
   CAPSTONE INVESTMENT ADVISORS LLC 428 - 2024-03-31 8,001 $970,000 0
   Capital Investment Advisors LLC 350 - 2024-03-31 5,310 $644,000 0
   CAPTRUST FINANCIAL ADVISORS 1588 - 2023-12-31 5,271 $612,000 0
   VISTA CAPITAL PARTNERS, INC. - 2024-03-31 5,038 $611,000 0
   Tortoise Investment Management LLC 147 - 2023-12-31 4,105 $476,000 0
   SILVERCREST ASSET MANAGEMENT GROUP LLC 673 - 2023-12-31 4,055 $471,000 0
   PORTLAND GLOBAL ADVISORS LLC 91 - 2023-12-31 4,000 $464,000 0
   Aspen Grove Capital LLC 102 - 2023-12-31 3,458 $401,000 0
   Clarus Wealth Advisors 91 - 2024-03-31 3,198 $369,000 0
   Next Capital Management LLC 89 - 2023-12-31 3,123 $362,000 0
   FIRST WESTERN TRUST BANK 151 - 2023-12-31 3,033 $352,000 0
   Crescent Grove Advisors LLC - 2024-03-31 2,770 $336,000 0
   GARRISON POINT ADVISORS LLC 114 - 2023-12-31 2,590 $301,000 0
   CARDIFF PARK ADVISORS LLC 186 - 2023-12-31 2,520 $292,000 0
   BOSTON FAMILY OFFICE LLC 226 - 2023-12-31 2,413 $280,000 0
   Joseph P. Lucia & Associates LLC - 2024-03-31 2,138 $259,000 0
   Tilson Financial Group Inc. 63 - 2024-03-31 2,110 $256,000 0
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 200 - 2024-03-31 2,080 $252,000 0
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 2,048 $238,000 0
   Keebeck Wealth Management LLC 246 - 2023-12-31 2,020 $234,000 0
   B&D White Capital Company LLC 52 - 2023-12-31 2,012 $233,000 0
   Northeast Financial Consultants Inc 252 - 2023-12-31 2,000 $232,000 0
   L.M. KOHN & COMPANY 235 - 2024-03-31 1,900 $230,000 0
   TIAA FSB 536 - 2023-06-30 1,945 $213,000 0
   FTB Advisors Inc. 518 - 2024-03-31 1,532 $186,000 0
   HANSON MCCLAIN, INC. 881 - 2024-03-31 1,216 $147,000 0
   TOTH FINANCIAL ADVISORY CORP 214 - 2024-03-31 1,185 $144,000 0
   ANGELES WEALTH MANAGEMENT LLC 205 - 2023-12-31 1,179 $137,000 0
   COMERICA BANK 2449 - 2023-12-31 984 $114,000 0
   SMITHFIELD TRUST CO 413 - 2023-12-31 977 $113,000 0
   PNC FINANCIAL SERVICES GROUP INC 2580 - 2023-12-31 891 $103,000 0
   Geneos Wealth Management Inc. - 2024-03-31 754 $91,000 0
   FRANKLIN RESOURCES INC 2416 - 2023-12-31 735 $85,000 0
   FIFTH THIRD BANCORP 1195 - 2024-03-31 650 $79,000 0
   MONTAG A & ASSOCIATES INC 498 - 2023-12-31 670 $78,000 0
   NATIONAL BANK OF CANADA /FI/ 1508 - 2023-12-31 580 $67,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 205 - 2023-12-31 550 $64,000 0
   Asset Dedication LLC 454 - 2024-03-31 385 $46,000 0
   BARTLETT & CO. LLC 731 - 2023-12-31 345 $41,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 731 - 2023-12-31 345 $41,000 0
   Ariel Capital Advisors LLC - 2024-03-31 324 $39,000 0
   Pacific Center for Financial Services 213 - 2023-12-31 218 $25,000 0
   TRUST CO OF VERMONT - 2024-03-31 168 $20,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 140 $17,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 374 - 2023-12-31 99 $11,000 0
   DHJJ Financial Advisors Ltd. 439 - 2024-03-31 89 $11,000 0
   Hartland & Co. LLC 1067 - 2023-12-31 79 $9,000 0
   Richard W. Paul & Associates LLC - 2023-12-31 70 $8,000 0
   WHITTIER TRUST CO OF NEVADA INC - 2024-03-31 65 $8,000 0
   HARBOR INVESTMENT ADVISORY LLC 898 - 2024-03-31 70 $8,000 0
   SALEM INVESTMENT COUNSELORS INC 969 - 2024-03-31 35 $4,000 0
   Efficient Wealth Management LLC 534 - 2024-03-31 20 $3,000 0
   Qube Research & Technologies Ltd 3343 - 2023-12-31 22 $3,000 0
   NBC SECURITIES INC. 1948 - 2024-03-31 17 $2,000 0
   MEADOWBROOK INVESTMENT ADVISORS LLC 306 - 2024-03-31 17 $2,000 0
   Aspire Wealth Management Corp - 2024-03-31 4 $1,000 0
   Steward Partners Investment Advisory LLC 3447 - 2023-12-31 3 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   TD Waterhouse Canada Inc. 1662 - 2023-12-31 1 $0 0
   FIRST MANHATTAN CO 1469 - 2023-12-31 3 $0 0
  65 Records found
  1    
  Page 1 of 1
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