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 |
|---|---|---|---|---|---|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
3,875
shares
|
$463,643
0.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,841
shares
|
$459,575
0.0% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
3,832
shares
|
$458,498
0.04% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
3,810
shares
|
$455,866
0.06% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
3,508
shares
|
$419,732
0.04% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
3,458
shares
|
$413,749
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,443
shares
|
$411,954
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
3,315
shares
|
$396,639
0.03% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
3,142
shares
|
$375,940
0.07% of portfolio
|
Q1 2025
Reduced 34.5%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
3,123
shares
|
$373,666
0.17% of portfolio
|
Q4 2020
Reduced 13.82%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,105
shares
|
$371,513
0.04% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
3,010
shares
|
$360,146
0.0% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
3,003
shares
|
$359,308
0.01% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
2,947
shares
|
$352,608
0.02% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Apr 16, 2025 Q1 2025 |
2,837
shares
|
$339,447
0.14% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
2,773
shares
|
$331,789
0.03% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Apr 29, 2025 Q1 2025 |
2,746
shares
|
$328,558
0.15% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,735
shares
|
$327,242
0.0% of portfolio
|
Q3 2023
Reduced 55.9%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
2,632
shares
|
$314,918
0.0% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
2,590
shares
|
$309,893
0.14% of portfolio
|
Q3 2020
Added 1.57%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
2,511
shares
|
$300,441
0.0% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,483
shares
|
$297,090
0.03% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,428
shares
|
$290,510
0.02% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,425
shares
|
$290,151
0.0% of portfolio
|
Q1 2025
Reduced 15.06%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,384
shares
|
$285,245
0.02% of portfolio
|
Q4 2023
Added 0.17%
|