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 257 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 $614 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
16,292
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
15,229
shares
|
$2.27 Million
0.07% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
15,129
shares
|
$2.26 Million
1.2% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
14,421
shares
|
$2.15 Million
0.2% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
14,223
shares
|
$2.12 Million
0.01% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
14,087
shares
|
$2.1 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
14,029
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2025
Added 561.75%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
13,830
shares
|
$2.06 Million
0.64% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
13,697
shares
|
$2.04 Million
0.13% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
11,970
shares
|
$1.79 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
11,823
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.75%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
11,111
shares
|
$1.66 Million
0.05% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
10,756
shares
|
$1.61 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
9,974
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Added 17.87%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
9,971
shares
|
$1.49 Million
0.45% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,939
shares
|
$1.48 Million
0.12% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
9,265
shares
|
$1.38 Million
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
9,263
shares
|
$1.38 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Oct 29, 2025 Q3 2025 |
8,753
shares
|
$1.31 Million
0.88% of portfolio
|
Q3 2025
Reduced 10.54%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
8,493
shares
|
$1.27 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
8,321
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.24%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,500
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
7,370
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
7,096
shares
|
$1.06 Million
0.3% of portfolio
|
Q3 2025
Added 68.71%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
6,512
shares
|
$972,046
0.01% of portfolio
|
Q3 2025
Reduced 18.47%
|