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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
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 156 - 2023-12-31 559,276 $64,893,000 -23,675
   One Capital Management LLC 22 - 2023-12-31 302,340 $35,081,000 -20,331
   BANK OF AMERICA CORP /DE/ 1717 - 2023-12-31 191,682 $22,241,000 -4,130
   BANK OF MONTREAL /CAN/ 700 - 2023-12-31 158,186 $18,812,000 -9,544
   H D Vest Advisory Services 99 - 2023-12-31 147,928 $17,164,000 -3,639
   HALBERT, HARGROVE/RUSSELL LLC 15 - 2024-03-31 107,084 $12,977,000 -13,252
   EMPIRICAL FINANCIAL SERVICES, LLC 51 - 2023-12-31 102,403 $11,882,000 -11,086
   ARKANSAS FINANCIAL GROUP INC. 13 - 2024-03-31 84,209 $10,205,000 -5,841
   MORGAN STANLEY 3383 - 2023-12-31 79,030 $9,170,000 -8,402
   CREATIVE PLANNING 420 - 2023-12-31 72,613 $8,425,000 -1,024
   UBS Group AG 1644 - 2023-12-31 64,394 $7,472,000 -1,742
   Schoolcraft Capital LLC 14 - 2024-03-31 60,998 $7,392,000 -611
   ROYAL BANK OF CANADA 1679 - 2023-12-31 60,179 $6,983,000 -17,596
   Advisor Group Holdings Inc. 1012 - 2023-12-31 58,082 $6,740,000 -32,107
   EFFICIENT ADVISORS, LLC 35 - 2023-12-31 49,225 $5,712,000 -513
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 11 - 2024-03-31 40,966 $4,965,000 -226
   Emerald Investment Partners LLC 40 - 2024-03-31 30,418 $3,686,000 -6,108
   JOHNSON INVESTMENT COUNSEL INC 181 - 2023-12-31 30,321 $3,518,000 -380
   LPL FINANCIAL CORP 1987 - 2023-12-31 28,347 $3,289,000 -1,349
   STEPHENS INC /AR/ 306 - 2023-12-31 26,727 $3,101,000 -2,986
   Noble Family Wealth LLC 26 - 2024-03-31 23,316 $2,826,000 -5,196
   AIRE ADVISORS LLC 32 - 2023-12-31 24,051 $2,791,000 -231
   Rockbridge Investment Management LCC 35 - 2023-12-31 17,926 $2,080,000 -4,933
   Family Firm Inc. 41 - 2024-03-31 16,941 $2,053,000 -299
   Kendall Capital Management - 2023-12-31 17,027 $1,976,000 -4,443
   Dynamic Advisors Solutions LLC 297 - 2024-03-31 16,180 $1,961,000 -689
   WESCAP Management Group Inc. 42 - 2023-12-31 12,903 $1,497,000 -1,405
   YALE CAPITAL CORP 206 - 2023-12-31 12,830 $1,489,000 -3,500
   GOLDMAN SACHS GROUP INC/ 3323 - 2023-12-31 12,708 $1,475,000 -54,313
   Level Financial Advisors Inc. 30 - 2024-03-31 12,067 $1,462,000 -389
   GHP INVESTMENT ADVISORS INC 250 - 2024-03-31 11,587 $1,404,000 -622
   UMA Financial Services Inc. 54 - 2024-03-31 12,022 $1,337,000 -585
   Moisand Fitzgerald Tamayo LLC 44 - 2024-03-31 10,419 $1,263,000 -21
   BANK OF NEW YORK MELLON CORP 3089 - 2024-03-31 9,061 $1,098,000 -221
   COMMONWEALTH EQUITY SERVICES LLC. 2166 - 2024-03-31 8,911 $1,080,000 -238
   MERCER GLOBAL ADVISORS INC /ADV 974 - 2023-12-31 8,683 $1,007,000 -31
   Capital Analysts Inc. 242 - 2023-12-31 7,599 $882,000 -1,218
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. - 2024-03-31 7,057 $855,000 -736
   MARINER WEALTH ADVISORS, LLC 1550 - 2023-12-31 7,275 $844,000 -3,011
   Ellis Investment Partners LLC 100 - 2024-03-31 6,783 $822,000 -34
   SENTINEL TRUST CO LBA 84 - 2023-12-31 6,760 $784,000 -13,197
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1915 - 2024-03-31 6,277 $761,000 -753
   Brand Asset Management Group Inc. - 2024-03-31 4,949 $600,000 -38
   Kestra Advisory Services LLC 1499 - 2023-12-31 4,455 $517,000 -874
   Peoples Bank/KS 67 - 2024-03-31 4,050 $491,000 -1,090
   NTV ASSET MANAGEMENT LLC 164 - 2023-12-31 4,010 $465,000 -100
   Sepio Capital LLC 223 - 2023-12-31 3,966 $460,000 -821
   BUCKINGHAM ASSET MANAGEMENT, LLC 460 - 2023-12-31 3,951 $458,000 -40
   ANCORA ADVISORS, LLC 493 - 2023-12-31 3,894 $452,000 -348
   Spire Wealth Management 561 - 2024-03-31 3,516 $426,000 -9
   KEYBANK NATIONAL ASSOCIATION/OH 860 - 2023-12-31 3,189 $370,000 -2,817
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2716 - 2024-03-31 2,943 $357,000 -398
   OConnor Financial Group LLC 35 - 2024-03-31 2,845 $345,000 -4,755
   DOLIVER CAPITAL ADVISORS INC 124 - 2024-03-31 2,434 $295,000 -311
   Beaird Harris Wealth Management LLC 93 - 2023-12-31 2,439 $283,000 -20
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1516 - 2023-09-30 2,735 $274,000 -3,467
   Mutual Advisors LLC - 2024-03-31 2,261 $274,000 -33
   Global Retirement Partners LLC 683 - 2024-03-31 2,250 $273,000 -102
   NWAM LLC 464 - 2023-12-31 2,286 $265,000 -333
   SUMMIT FINANCIAL GROUP INC 174 - 2024-03-31 2,050 $248,000 -700
   DIXON FNANCIAL SERVICES INC. 33 - 2024-03-31 2,000 $242,000 -74
   Jentner Corp 47 - 2023-12-31 2,010 $233,000 -6,550
   Gray Wealth Management Inc. - 2024-03-31 1,831 $222,000 -105
   WESBANCO BANK INC 538 - 2024-03-31 1,735 $210,000 -300
   Wilson & Boucher Capital Management LLC - 2024-03-31 1,725 $209,000 -600
   RAYMOND JAMES & ASSOCIATES 3559 - 2024-03-31 1,662 $201,000 -932
   FMR LLC 3049 - 2023-12-31 879 $102,000 -127
   Parallel Advisors LLC 1125 - 2023-12-31 825 $96,000 -150
   IFP Advisors Inc 1255 - 2023-12-31 801 $93,000 -295
   Eagle Bay Advisors LLC 232 - 2023-12-31 711 $82,000 -195
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1915 - 2023-12-31 575 $67,000 -5
   AYRSHIRE ASSOCIATES INC 327 - 2023-12-31 406 $47,000 -75
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 218 - 2023-12-31 343 $40,000 -11
   BARCLAYS PLC 3844 - 2023-12-31 111 $13,000 -8,928
   MARQUETTE ASSET MANAGEMENT INC. 169 - 2023-12-31 85 $10,000 -63
   Your Advocates Ltd. LLP 163 - 2024-03-31 28 $3,000 -186
   AdvisorNet Financial Inc 1587 - 2024-03-31 17 $2,000 -197
  77 Records found
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