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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
5,094
shares
|
$586,421
0.0% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
4,993
shares
|
$574,794
0.01% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,964
shares
|
$571,455
0.0% of portfolio
|
Q3 2024
Added 20.46%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
4,832
shares
|
$556,259
0.0% of portfolio
|
Q4 2024
Added 59.52%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
4,797
shares
|
$552,230
0.14% of portfolio
|
Q4 2024
Added 46.74%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
4,765
shares
|
$548,546
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
4,717
shares
|
$543,021
0.0% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,333
shares
|
$498,814
0.0% of portfolio
|
Q3 2024
Added 78.46%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
4,309
shares
|
$496,052
0.23% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
4,223
shares
|
$486,151
0.0% of portfolio
|
Q3 2024
Reduced 54.21%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
4,060
shares
|
$467,387
0.31% of portfolio
|
Q1 2024
Added 28.48%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
3,977
shares
|
$457,832
0.01% of portfolio
|
Q4 2024
Reduced 18.72%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
3,867
shares
|
$445,169
0.06% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,841
shares
|
$442,175
0.0% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
3,823
shares
|
$440,103
0.05% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
3,810
shares
|
$438,607
0.07% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
3,531
shares
|
$406,488
0.04% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,508
shares
|
$403,840
0.05% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
3,463
shares
|
$398,660
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
3,458
shares
|
$398,084
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,444
shares
|
$396,473
0.01% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,406
shares
|
$392,098
0.06% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
3,354
shares
|
$386,112
0.01% of portfolio
|
Q1 2024
Reduced 13.87%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
3,324
shares
|
$382,658
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
3,123
shares
|
$359,519
0.17% of portfolio
|
Q4 2020
Reduced 13.82%
|