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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
851
shares
|
$110,630
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
825
shares
|
$107,250
0.0% of portfolio
|
Q1 2023
Added 18.18%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
824
shares
|
$107,120
0.08% of portfolio
|
Q3 2024
Reduced 68.2%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
765
shares
|
$99,450
0.0% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
754
shares
|
$98,020
0.0% of portfolio
|
Q4 2023
Reduced 2.2%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
735
shares
|
$95,550
0.0% of portfolio
|
Q1 2022
Reduced 9.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
723
shares
|
$93,990
0.0% of portfolio
|
Q1 2020
Reduced 56.71%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
676
shares
|
$87,880
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
656
shares
|
$85,280
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
639
shares
|
$83,070
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
550
shares
|
$71,500
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
486
shares
|
$63,180
0.0% of portfolio
|
Q3 2024
Reduced 16.21%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
475
shares
|
$61,750
0.0% of portfolio
|
Q2 2024
Reduced 29.1%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
413
shares
|
$53,690
0.0% of portfolio
|
Q3 2024
Reduced 58.03%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
412
shares
|
$53,560
0.0% of portfolio
|
Q3 2024
Added 139.53%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
412
shares
|
$53,560
0.01% of portfolio
|
Q3 2024
Added 139.53%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
406
shares
|
$52,780
0.01% of portfolio
|
Q4 2023
Reduced 15.59%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
400
shares
|
$52,000
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
392
shares
|
$50,960
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
382
shares
|
$49,660
0.0% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
375
shares
|
$48,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
357
shares
|
$46,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
354
shares
|
$46,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
350
shares
|
$45,500
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
345
shares
|
$44,850
0.0% of portfolio
|
Q3 2023
Added 86.49%
|