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 252 institutions that hold shares in the stock, with a total of 4.06 Million shares, which have been reported (via 13F filing form) to have a value of $613 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
541,921
shares
|
$81.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
202,001
shares
|
$30.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
184,821
shares
|
$27.9 Million
0.03% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
166,967
shares
|
$25.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
146,444
shares
|
$22.1 Million
0.43% of portfolio
|
Q2 2025
Added 28.05%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
133,371
shares
|
$20.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Oct 14, 2025 Q3 2025 |
128,448
shares
|
$19.4 Million
13.16% of portfolio
|
Q3 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
101,113
shares
|
$15.3 Million
0.66% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
93,626
shares
|
$14.1 Million
0.4% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
89,910
shares
|
$13.6 Million
0.66% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
87,859
shares
|
$13.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
86,773
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
76,673
shares
|
$11.6 Million
0.75% of portfolio
|
Q3 2022
Added 141.9%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
72,443
shares
|
$10.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
64,948
shares
|
$9.8 Million
0.0% of portfolio
|
Q2 2025
Added 23.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
61,502
shares
|
$9.28 Million
0.0% of portfolio
|
Q2 2025
Added 20.54%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
61,292
shares
|
$9.25 Million
1.83% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
58,857
shares
|
$8.88 Million
0.0% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
56,396
shares
|
$8.51 Million
1.25% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
55,009
shares
|
$8.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
52,956
shares
|
$7.99 Million
0.8% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
50,974
shares
|
$7.69 Million
0.06% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
47,263
shares
|
$7.13 Million
0.72% of portfolio
|
Q3 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
47,097
shares
|
$7.11 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
47,097
shares
|
$7.11 Million
0.27% of portfolio
|
Q2 2025
Added 159.09%
|