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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Tempus Wealth Planning LLC 189 *Closed 2024-03-31 0 $0 -2,182
   Capital Investment Advisory Services LLC 957 *Closed 2024-03-31 0 $0 -100
   Powell Investment Advisors LLC 150 *Closed 2024-03-31 0 $0 -715
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3546 *Closed 2023-12-31 0 $0 -52,060
   FLOW TRADERS U.S. LLC 979 *Closed 2023-12-31 0 $0 -9,643
   Forum Financial Management LP 697 *Closed 2023-12-31 0 $0 -2,534
   LVZ Advisors Inc. 155 *Closed 2024-03-31 0 $0 -18,849
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6347 *Closed 2023-12-31 0 $0 -45,367
   CITADEL ADVISORS LLC 6113 *Closed 2023-12-31 0 $0 -25,955
   RICE HALL JAMES & ASSOCIATES LLC 272 *Closed 2024-03-31 0 $0 -13,980
   BLAIR WILLIAM & CO/IL 1849 *Closed 2023-12-31 0 $0 -50
   JANE STREET GROUP LLC 5876 *Closed 2023-12-31 0 $0 -4,311
   ATTICUS WEALTH MANAGEMENT LLC 563 *Closed 2024-03-31 0 $0 -18
   CUMBERLAND ADVISORS INC 57 *Closed 2024-03-31 0 $0 -40,136
   McClarren Financial Advisors Inc. 404 *Closed 2024-03-31 0 $0 -885

  15 Records found
  1    
  Page 1 of 1
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