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 221 institutions that hold shares in the stock, with a total of 4.11 Million shares, which have been reported (via 13F filing form) to have a value of $511 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
557,004
shares
|
$70.6 Million
0.12% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
232,116
shares
|
$29.4 Million
0.05% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
218,385
shares
|
$27.7 Million
0.0% of portfolio
|
Q2 2024
Added 4.34%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
178,568
shares
|
$22.6 Million
0.67% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
148,399
shares
|
$18.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
105,499
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2024
Added 33.03%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
101,113
shares
|
$12.8 Million
0.66% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
100,741
shares
|
$12.8 Million
0.69% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
97,873
shares
|
$12.4 Million
0.33% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
87,548
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
80,596
shares
|
$10.2 Million
0.35% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
78,299
shares
|
$9.92 Million
0.06% of portfolio
|
Q2 2024
Reduced 21.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
77,229
shares
|
$9.79 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
76,673
shares
|
$9.72 Million
0.75% of portfolio
|
Q3 2022
Added 141.9%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
68,058
shares
|
$8.63 Million
0.9% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
66,027
shares
|
$8.37 Million
0.0% of portfolio
|
Q2 2024
Added 6.22%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
64,676
shares
|
$8.2 Million
1.62% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
63,469
shares
|
$8.04 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
62,242
shares
|
$7.89 Million
1.19% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
59,323
shares
|
$7.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
58,833
shares
|
$7.46 Million
0.24% of portfolio
|
Q2 2024
Reduced 81.4%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
57,460
shares
|
$7.28 Million
0.81% of portfolio
|
Q3 2024
Added 70.2%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
55,064
shares
|
$6.98 Million
0.49% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
47,964
shares
|
$6.08 Million
0.0% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
46,055
shares
|
$5.84 Million
2.22% of portfolio
|
Q3 2022
Reduced 3.02%
|