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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
46,055
shares
|
$5.51 Million
2.22% of portfolio
|
Q3 2022
Reduced 3.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
45,699
shares
|
$5.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
41,198
shares
|
$4.93 Million
1.39% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
38,778
shares
|
$4.64 Million
0.0% of portfolio
|
Q1 2025
Added 4505.46%
|
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
May 15, 2025 Q1 2025 |
35,385
shares
|
$4.23 Million
3.28% of portfolio
|
Q3 2023
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
34,380
shares
|
$4.11 Million
2.13% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
29,614
shares
|
$3.54 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
29,421
shares
|
$3.52 Million
0.43% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
29,105
shares
|
$3.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.6%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
23,583
shares
|
$2.82 Million
0.17% of portfolio
|
Q1 2025
Reduced 19.96%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
23,475
shares
|
$2.81 Million
0.21% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
22,988
shares
|
$2.75 Million
2.3% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
22,012
shares
|
$2.63 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
22,012
shares
|
$2.63 Million
0.07% of portfolio
|
Q3 2022
Reduced 76.34%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
21,660
shares
|
$2.59 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
20,413
shares
|
$2.44 Million
0.01% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
20,291
shares
|
$2.43 Million
0.01% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
20,181
shares
|
$2.41 Million
0.29% of portfolio
|
Q1 2025
Added 149.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
20,068
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.24%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
19,603
shares
|
$2.35 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
19,460
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
19,016
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2025
Added 37.16%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,178
shares
|
$2.17 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
17,647
shares
|
$2.11 Million
0.08% of portfolio
|
Q1 2025
Added 34.66%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
17,521
shares
|
$2.1 Million
0.44% of portfolio
|
Q1 2025
Reduced 74.11%
|