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 245 institutions that hold shares in the stock, with a total of 3.98 Million shares, which have been reported (via 13F filing form) to have a value of $440 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
484,229
shares
|
$53.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
228,422
shares
|
$25.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
227,701
shares
|
$25.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
169,341
shares
|
$18.7 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
136,581
shares
|
$15.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
115,372
shares
|
$12.8 Million
0.0% of portfolio
|
Q4 2024
Added 46.6%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
114,362
shares
|
$12.6 Million
0.33% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
102,222
shares
|
$11.3 Million
0.0% of portfolio
|
Q4 2024
Added 61.86%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
101,167
shares
|
$11.2 Million
0.64% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
101,113
shares
|
$11.2 Million
0.66% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
86,280
shares
|
$9.54 Million
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
83,360
shares
|
$9.22 Million
0.39% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
79,017
shares
|
$8.74 Million
0.05% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
77,254
shares
|
$8.54 Million
0.97% of portfolio
|
Q1 2025
Added 76.41%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
76,673
shares
|
$8.48 Million
0.75% of portfolio
|
Q3 2022
Added 141.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
68,412
shares
|
$7.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.31%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
63,228
shares
|
$6.99 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
62,397
shares
|
$6.9 Million
0.01% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
62,121
shares
|
$6.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
60,430
shares
|
$6.68 Million
1.11% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
59,260
shares
|
$6.55 Million
0.78% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
56,716
shares
|
$6.27 Million
0.54% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
51,600
shares
|
$5.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
46,353
shares
|
$5.13 Million
0.0% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
46,055
shares
|
$5.09 Million
2.22% of portfolio
|
Q3 2022
Reduced 3.02%
|