Institutional Ownership Russell Micro Cap ETF (IWC)
This table provides information about the institutional ownership of Russell Micro Cap ETF (IWC). We have compiled data on the 249 institutions that hold shares in the stock, with a total of 4.29 Million shares, which have been reported (via 13F filing form) to have a value of $558 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
19,144
shares
|
$2.49 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,060
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 33.77%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
18,887
shares
|
$2.46 Million
0.68% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Nov 13, 2024 Q3 2024 |
16,963
shares
|
$2.21 Million
1.91% of portfolio
|
Q3 2024
Added 65.99%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
16,858
shares
|
$2.19 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
16,818
shares
|
$2.19 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
15,886
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Added 67.98%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,608
shares
|
$2.03 Million
0.1% of portfolio
|
Q3 2024
Reduced 20.2%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
14,730
shares
|
$1.91 Million
0.67% of portfolio
|
Q3 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,703
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Added 145.18%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,529
shares
|
$1.76 Million
0.13% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,435
shares
|
$1.75 Million
0.05% of portfolio
|
Q4 2024
Added 268.79%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
13,265
shares
|
$1.72 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
12,661
shares
|
$1.65 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,872
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 65.78%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
11,421
shares
|
$1.48 Million
0.07% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
10,681
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Added 17.27%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
10,473
shares
|
$1.36 Million
0.23% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
10,439
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
10,402
shares
|
$1.35 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
10,175
shares
|
$1.32 Million
0.53% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
10,130
shares
|
$1.32 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
9,890
shares
|
$1.29 Million
0.15% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
9,831
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
8,828
shares
|
$1.15 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.59%
|