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 259 institutions that hold shares in the stock, with a total of 4.24 Million shares, which have been reported (via 13F filing form) to have a value of $489 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
8,788
shares
|
$1.01 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
8,478
shares
|
$975,987
0.27% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
8,441
shares
|
$971,727
0.94% of portfolio
|
Q4 2024
Added 74.22%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,401
shares
|
$967,123
0.0% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
8,357
shares
|
$962,057
0.01% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
8,102
shares
|
$932,702
0.13% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
7,850
shares
|
$903,692
0.0% of portfolio
|
Q4 2024
Added 39.43%
|
|
|
Rice Hall James & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
7,645
shares
|
$880,092
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,546
shares
|
$868,695
0.0% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,504
shares
|
$863,860
0.54% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
7,211
shares
|
$830,130
0.06% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,461
shares
|
$743,790
0.0% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
6,388
shares
|
$735,386
0.17% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
5,952
shares
|
$685,194
0.0% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
5,793
shares
|
$666,890
0.0% of portfolio
|
Q4 2024
Added 9555.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,721
shares
|
$658,601
0.01% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
5,494
shares
|
$632,469
0.15% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
5,485
shares
|
$631,433
0.49% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
5,483
shares
|
$631,202
0.28% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
5,477
shares
|
$630,512
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
5,453
shares
|
$627,749
0.0% of portfolio
|
Q4 2024
Added 284.28%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
5,431
shares
|
$625,216
0.0% of portfolio
|
Q4 2024
Added 23.88%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
5,278
shares
|
$607,603
0.08% of portfolio
|
Q4 2024
Added 15.69%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,126
shares
|
$590,105
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,099
shares
|
$586,996
0.01% of portfolio
|
Q4 2024
Reduced 0.08%
|