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 $492 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
46,055
shares
|
$5.34 Million
2.22% of portfolio
|
Q3 2022
Reduced 3.02%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
45,976
shares
|
$5.33 Million
0.57% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
43,793
shares
|
$5.08 Million
0.66% of portfolio
|
Q4 2024
Added 123.97%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
41,177
shares
|
$4.77 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
41,019
shares
|
$4.76 Million
0.06% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
35,385
shares
|
$4.1 Million
3.87% of portfolio
|
Q3 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
35,323
shares
|
$4.1 Million
0.01% of portfolio
|
Q4 2024
Added 14.39%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
35,083
shares
|
$4.07 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
34,155
shares
|
$3.96 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
30,035
shares
|
$3.48 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
29,463
shares
|
$3.42 Million
0.25% of portfolio
|
Q4 2024
Reduced 13.56%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
29,253
shares
|
$3.39 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
28,722
shares
|
$3.33 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
25,807
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Added 20.96%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
23,828
shares
|
$2.76 Million
2.81% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
23,441
shares
|
$2.72 Million
0.2% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
23,434
shares
|
$2.72 Million
0.23% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
22,110
shares
|
$2.56 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
22,012
shares
|
$2.55 Million
0.07% of portfolio
|
Q3 2022
Reduced 76.34%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
21,000
shares
|
$2.43 Million
0.01% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
19,952
shares
|
$2.31 Million
0.02% of portfolio
|
Q4 2024
Added 45.6%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
19,603
shares
|
$2.27 Million
0.04% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
19,176
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
18,887
shares
|
$2.19 Million
0.68% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
17,833
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Added 117.29%
|