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 240 institutions that hold shares in the stock, with a total of 4.09 Million shares, which have been reported (via 13F filing form) to have a value of $527 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
2,780
shares
|
$358,036
0.18% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,735
shares
|
$352,240
0.0% of portfolio
|
Q3 2023
Reduced 55.9%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,623
shares
|
$337,816
0.0% of portfolio
|
Q3 2024
Added 40.04%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
2,617
shares
|
$337,043
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,590
shares
|
$333,566
0.2% of portfolio
|
Q3 2020
Added 1.57%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,483
shares
|
$319,785
0.03% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
2,439
shares
|
$314,118
0.03% of portfolio
|
Q4 2023
Reduced 0.81%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,413
shares
|
$310,770
0.02% of portfolio
|
Q3 2023
Reduced 0.41%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,384
shares
|
$307,035
0.02% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
2,363
shares
|
$304,330
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
2,348
shares
|
$302,398
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
2,286
shares
|
$294,413
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
2,286
shares
|
$294,413
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
2,283
shares
|
$294,027
0.08% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
2,219
shares
|
$285,785
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
2,200
shares
|
$283,338
0.0% of portfolio
|
Q3 2024
Reduced 65.08%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
2,138
shares
|
$275,353
0.14% of portfolio
|
Q2 2023
Added 6.9%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Aug 14, 2024 Q2 2024 |
2,125
shares
|
$273,678
0.19% of portfolio
|
Q2 2024
Added 23.19%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,090
shares
|
$269,171
0.03% of portfolio
|
Q2 2024
Reduced 24.55%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,077
shares
|
$267,496
0.01% of portfolio
|
Q3 2024
Added 112.59%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,050
shares
|
$264,019
0.09% of portfolio
|
Q1 2024
Reduced 25.45%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
2,050
shares
|
$264,019
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,020
shares
|
$260,155
0.04% of portfolio
|
Q1 2021
Reduced 20.78%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,002
shares
|
$257,837
0.0% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 22, 2024 Q3 2024 |
2,000
shares
|
$257,579
0.13% of portfolio
|
Q1 2024
Reduced 3.57%
|