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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,004
shares
|
$448,407
0.04% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,003
shares
|
$448,257
0.01% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
2,947
shares
|
$439,898
0.02% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
2,837
shares
|
$423,478
0.14% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
2,773
shares
|
$413,925
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
|
$408,253
0.0% of portfolio
|
Q3 2023
Reduced 55.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,633
shares
|
$393,027
0.01% of portfolio
|
Q3 2025
Added 151.0%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
2,590
shares
|
$386,609
0.16% of portfolio
|
Q3 2020
Added 1.57%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
2,541
shares
|
$379,295
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,483
shares
|
$370,637
0.03% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,428
shares
|
$362,427
0.03% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,392
shares
|
$357,053
0.04% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,384
shares
|
$355,859
0.02% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
2,377
shares
|
$354,814
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
2,347
shares
|
$350,336
0.0% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,333
shares
|
$348,246
0.02% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
2,287
shares
|
$341,380
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,285
shares
|
$341,081
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 07, 2025 Q3 2025 |
2,209
shares
|
$329,737
0.09% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,175
shares
|
$324,662
0.0% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
2,168
shares
|
$323,617
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,090
shares
|
$311,974
0.03% of portfolio
|
Q2 2024
Reduced 24.55%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
2,067
shares
|
$308,541
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
2,050
shares
|
$306,003
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,050
shares
|
$306,003
0.09% of portfolio
|
Q1 2024
Reduced 25.45%
|