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 |
|---|---|---|---|---|---|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
8,802
shares
|
$1.14 Million
0.27% of portfolio
|
Q3 2024
Reduced 29.95%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
8,495
shares
|
$1.1 Million
0.76% of portfolio
|
Q3 2024
Added 22.04%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
8,441
shares
|
$1.1 Million
0.94% of portfolio
|
Q4 2024
Added 74.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
8,207
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 20.66%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
8,102
shares
|
$1.05 Million
0.13% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,001
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
7,802
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,727
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Rice Hall James & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
7,645
shares
|
$993,850
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
7,482
shares
|
$972,660
0.51% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
7,211
shares
|
$937,430
0.06% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
6,468
shares
|
$840,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,461
shares
|
$839,930
0.0% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
6,388
shares
|
$830,440
0.17% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,721
shares
|
$743,730
0.01% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,630
shares
|
$731,900
0.0% of portfolio
|
Q3 2024
Added 117.21%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,542
shares
|
$720,460
0.0% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
5,485
shares
|
$713,050
0.49% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
5,483
shares
|
$712,790
0.28% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
5,478
shares
|
$712,140
0.14% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
5,453
shares
|
$708,890
0.0% of portfolio
|
Q4 2024
Added 284.28%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
5,278
shares
|
$686,140
0.08% of portfolio
|
Q4 2024
Added 15.69%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,126
shares
|
$666,380
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,099
shares
|
$662,870
0.01% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
4,993
shares
|
$649,090
0.01% of portfolio
|
Q4 2024
Reduced 0.89%
|