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 239 institutions that hold shares in the stock, with a total of 3.98 Million shares, which have been reported (via 13F filing form) to have a value of $477 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
545,890
shares
|
$65.3 Million
0.12% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
230,235
shares
|
$27.5 Million
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
223,637
shares
|
$26.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
181,062
shares
|
$21.7 Million
0.0% of portfolio
|
Q1 2025
Added 109.85%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
136,138
shares
|
$16.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
114,362
shares
|
$13.7 Million
0.33% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
101,167
shares
|
$12.1 Million
0.64% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
101,113
shares
|
$12.1 Million
0.66% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
91,610
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
90,154
shares
|
$10.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.86%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
89,183
shares
|
$10.7 Million
0.35% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
79,017
shares
|
$9.45 Million
0.05% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
77,254
shares
|
$9.24 Million
0.97% of portfolio
|
Q1 2025
Added 76.41%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
76,673
shares
|
$9.17 Million
0.75% of portfolio
|
Q3 2022
Added 141.9%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
63,228
shares
|
$7.57 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
62,121
shares
|
$7.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
60,480
shares
|
$7.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
60,430
shares
|
$7.23 Million
1.11% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
60,282
shares
|
$7.21 Million
0.21% of portfolio
|
Q1 2025
Reduced 64.4%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
59,260
shares
|
$7.09 Million
0.78% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
55,529
shares
|
$6.64 Million
0.5% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
52,751
shares
|
$6.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
51,600
shares
|
$6.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
51,020
shares
|
$6.1 Million
0.0% of portfolio
|
Q1 2025
Added 456.08%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
47,070
shares
|
$5.63 Million
0.51% of portfolio
|
Q1 2025
Added 2.38%
|