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 259 institutions that hold shares in the stock, with a total of 4.24 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 |
|---|---|---|---|---|---|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
3,123
shares
|
$350,900
0.17% of portfolio
|
Q4 2020
Reduced 13.82%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
3,010
shares
|
$338,203
0.0% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
2,947
shares
|
$331,124
0.02% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
2,857
shares
|
$321,012
0.18% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,855
shares
|
$320,787
0.0% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
2,773
shares
|
$311,574
0.03% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,735
shares
|
$307,304
0.0% of portfolio
|
Q3 2023
Reduced 55.9%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
2,672
shares
|
$300,225
0.17% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
2,623
shares
|
$294,720
0.0% of portfolio
|
Q3 2024
Added 40.04%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,617
shares
|
$294,046
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
2,590
shares
|
$291,012
0.16% of portfolio
|
Q3 2020
Added 1.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
2,540
shares
|
$285,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,483
shares
|
$278,989
0.03% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,439
shares
|
$274,046
0.03% of portfolio
|
Q4 2023
Reduced 0.81%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,384
shares
|
$267,866
0.02% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
2,348
shares
|
$263,821
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
2,333
shares
|
$262,135
0.02% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
2,286
shares
|
$256,854
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
2,222
shares
|
$249,663
0.07% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
2,220
shares
|
$249,439
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
2,138
shares
|
$240,225
0.14% of portfolio
|
Q2 2023
Added 6.9%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
2,135
shares
|
$239,888
0.2% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
2,090
shares
|
$234,832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,090
shares
|
$234,832
0.03% of portfolio
|
Q2 2024
Reduced 24.55%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
2,067
shares
|
$232,248
0.22% of portfolio
|
Q4 2024
New holding
|