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 4.27 Million shares, which have been reported (via 13F filing form) to have a value of $565 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
3,010
shares
|
$398,554
0.0% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
2,947
shares
|
$390,212
0.02% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
2,857
shares
|
$378,295
0.18% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,855
shares
|
$378,030
0.0% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
2,846
shares
|
$376,838
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
2,785
shares
|
$368,761
0.19% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,735
shares
|
$362,141
0.0% of portfolio
|
Q3 2023
Reduced 55.9%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,623
shares
|
$347,311
0.0% of portfolio
|
Q3 2024
Added 40.04%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
2,617
shares
|
$346,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,590
shares
|
$342,941
0.2% of portfolio
|
Q3 2020
Added 1.57%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,483
shares
|
$328,774
0.03% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
2,439
shares
|
$322,947
0.03% of portfolio
|
Q4 2023
Reduced 0.81%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,413
shares
|
$319,505
0.02% of portfolio
|
Q3 2023
Reduced 0.41%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,384
shares
|
$315,665
0.02% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
2,363
shares
|
$312,884
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
2,348
shares
|
$310,898
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
2,286
shares
|
$302,689
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
2,286
shares
|
$302,689
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
2,258
shares
|
$298,981
0.09% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
2,220
shares
|
$293,950
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
2,200
shares
|
$291,302
0.0% of portfolio
|
Q3 2024
Reduced 65.08%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
2,138
shares
|
$283,092
0.14% of portfolio
|
Q2 2023
Added 6.9%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
2,135
shares
|
$282,695
0.18% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,090
shares
|
$276,736
0.03% of portfolio
|
Q2 2024
Reduced 24.55%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,077
shares
|
$275,015
0.01% of portfolio
|
Q3 2024
Added 112.59%
|