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 |
|---|---|---|---|---|---|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
16,683
shares
|
$1.93 Million
0.02% of portfolio
|
Q4 2024
Reduced 32.87%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
16,056
shares
|
$1.86 Million
0.07% of portfolio
|
Q4 2024
Reduced 27.43%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
15,075
shares
|
$1.75 Million
0.25% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
14,840
shares
|
$1.72 Million
0.29% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
14,730
shares
|
$1.71 Million
0.67% of portfolio
|
Q3 2023
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
14,416
shares
|
$1.67 Million
0.4% of portfolio
|
Q4 2024
Reduced 24.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
13,864
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 71.09%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,529
shares
|
$1.57 Million
0.13% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,435
shares
|
$1.56 Million
0.05% of portfolio
|
Q4 2024
Added 268.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
13,336
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.05%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
13,105
shares
|
$1.52 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
12,661
shares
|
$1.47 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
11,964
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
11,951
shares
|
$1.39 Million
1.11% of portfolio
|
Q4 2024
Added 17.98%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
11,421
shares
|
$1.32 Million
0.07% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
11,336
shares
|
$1.31 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,933
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
10,175
shares
|
$1.18 Million
0.53% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
10,047
shares
|
$1.16 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
9,890
shares
|
$1.15 Million
0.15% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
9,853
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
9,754
shares
|
$1.13 Million
0.95% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
9,644
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
9,268
shares
|
$1.07 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
9,175
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 75.04%
|