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 255 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 $534 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
484,229
shares
|
$61.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
228,422
shares
|
$28.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
227,701
shares
|
$28.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
169,341
shares
|
$21.4 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
136,581
shares
|
$17.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
115,372
shares
|
$14.5 Million
0.0% of portfolio
|
Q4 2024
Added 46.6%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
102,483
shares
|
$12.9 Million
0.37% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
102,222
shares
|
$12.9 Million
0.0% of portfolio
|
Q4 2024
Added 61.86%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
101,113
shares
|
$12.7 Million
0.66% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
97,464
shares
|
$12.3 Million
0.71% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
88,917
shares
|
$11.2 Million
10.16% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
86,280
shares
|
$10.9 Million
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
83,360
shares
|
$10.5 Million
0.39% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
76,726
shares
|
$9.67 Million
0.0% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
76,673
shares
|
$9.67 Million
0.75% of portfolio
|
Q3 2022
Added 141.9%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
72,771
shares
|
$9.17 Million
0.06% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
68,412
shares
|
$8.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.31%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
67,676
shares
|
$8.53 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
66,221
shares
|
$8.35 Million
0.0% of portfolio
|
Q4 2024
Added 30.29%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
63,792
shares
|
$8.04 Million
1.74% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
62,397
shares
|
$7.87 Million
0.01% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
61,193
shares
|
$7.72 Million
1.29% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
57,460
shares
|
$7.24 Million
0.86% of portfolio
|
Q3 2024
Added 70.2%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
56,716
shares
|
$7.15 Million
0.54% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
46,353
shares
|
$5.84 Million
0.0% of portfolio
|
Q4 2024
Added 2.77%
|