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 |
|---|---|---|---|---|---|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,950
shares
|
$251,140
0.01% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,945
shares
|
$250,496
0.0% of portfolio
|
Q1 2023
Reduced 1.27%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
1,915
shares
|
$246,632
0.06% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
1,897
shares
|
$244,314
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
1,859
shares
|
$239,420
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
1,835
shares
|
$236,329
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
1,831
shares
|
$235,814
0.09% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
1,710
shares
|
$220,230
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,707
shares
|
$219,844
0.01% of portfolio
|
Q2 2024
Added 11.42%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,536
shares
|
$197,821
0.0% of portfolio
|
Q3 2024
Added 30.95%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,500
shares
|
$193,185
0.0% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,419
shares
|
$182,753
0.0% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,394
shares
|
$179,533
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,179
shares
|
$151,843
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,049
shares
|
$135,100
0.0% of portfolio
|
Q1 2024
Added 104800.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
891
shares
|
$114,751
0.0% of portfolio
|
Q3 2022
Reduced 4.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
851
shares
|
$109,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
825
shares
|
$106,251
0.0% of portfolio
|
Q1 2023
Added 18.18%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
824
shares
|
$106,122
0.08% of portfolio
|
Q3 2024
Reduced 68.2%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
765
shares
|
$98,524
0.0% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
754
shares
|
$97,107
0.0% of portfolio
|
Q4 2023
Reduced 2.2%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
735
shares
|
$94,660
0.0% of portfolio
|
Q1 2022
Reduced 9.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
723
shares
|
$93,115
0.0% of portfolio
|
Q1 2020
Reduced 56.71%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
676
shares
|
$87,062
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
656
shares
|
$84,486
0.0% of portfolio
|
Q3 2024
Added 0.31%
|