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 256 institutions that hold shares in the stock, with a total of 4.07 Million shares, which have been reported (via 13F filing form) to have a value of $615 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
46,540
shares
|
$7.02 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
46,055
shares
|
$6.95 Million
2.22% of portfolio
|
Q3 2022
Reduced 3.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
43,594
shares
|
$6.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.52%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
41,453
shares
|
$6.25 Million
0.17% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
41,331
shares
|
$6.24 Million
1.6% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
39,430
shares
|
$5.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.72%
|
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
35,385
shares
|
$5.34 Million
4.33% of portfolio
|
Q3 2023
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
35,249
shares
|
$5.32 Million
0.0% of portfolio
|
Q2 2025
Added 606.11%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
33,145
shares
|
$5 Million
2.29% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
29,030
shares
|
$4.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.14%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
27,954
shares
|
$4.22 Million
0.5% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
27,649
shares
|
$4.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
25,903
shares
|
$3.91 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
23,476
shares
|
$3.54 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
23,274
shares
|
$3.51 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
22,012
shares
|
$3.32 Million
0.07% of portfolio
|
Q3 2022
Reduced 76.34%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
20,810
shares
|
$3.14 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
19,975
shares
|
$3.01 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
19,317
shares
|
$2.91 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
19,009
shares
|
$2.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
18,433
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2025
Added 32.59%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
18,325
shares
|
$2.76 Million
0.54% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
17,639
shares
|
$2.66 Million
0.62% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 15, 2025 Q3 2025 |
17,629
shares
|
$2.66 Million
2.09% of portfolio
|
Q3 2025
Reduced 17.87%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
17,430
shares
|
$2.63 Million
1.12% of portfolio
|
Q2 2025
New holding
|