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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
6,371
shares
|
$950,999
0.0% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,200
shares
|
$925,474
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
6,149
shares
|
$917,861
0.0% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
6,072
shares
|
$906,367
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
6,021
shares
|
$898,754
0.01% of portfolio
|
Q3 2025
Added 15.46%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,015
shares
|
$897,859
0.0% of portfolio
|
Q2 2025
Reduced 70.36%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
5,978
shares
|
$892,336
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
5,704
shares
|
$851,436
0.37% of portfolio
|
Q2 2025
Reduced 28.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,699
shares
|
$850,689
0.0% of portfolio
|
Q2 2025
Reduced 39.76%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
5,661
shares
|
$845,017
0.16% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
5,524
shares
|
$824,567
0.67% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
5,498
shares
|
$820,686
0.26% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
5,494
shares
|
$820,089
0.15% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
5,395
shares
|
$805,311
0.0% of portfolio
|
Q2 2025
Reduced 42.48%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
5,322
shares
|
$794,414
0.0% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
5,234
shares
|
$781,279
0.17% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,096
shares
|
$760,679
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,038
shares
|
$752,022
0.01% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
4,993
shares
|
$745,305
0.01% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,964
shares
|
$740,976
0.0% of portfolio
|
Q3 2024
Added 20.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
4,944
shares
|
$737,990
0.0% of portfolio
|
Q2 2025
Added 87.84%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,925
shares
|
$735,154
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
4,805
shares
|
$717,242
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,739
shares
|
$707,390
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
4,662
shares
|
$695,896
0.1% of portfolio
|
Q3 2025
Reduced 23.3%
|