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 223 institutions that hold shares in the stock, with a total of 4.31 Million shares, which have been reported (via 13F filing form) to have a value of $491 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2024 Q1 2024 |
536,578
shares
|
$61.2 Million
0.13% of portfolio
|
Q1 2024
Reduced 4.06%
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
316,337
shares
|
$36.1 Million
1.47% of portfolio
|
Q1 2024
Added 4.63%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
232,120
shares
|
$26.5 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
209,305
shares
|
$23.9 Million
0.0% of portfolio
|
Q1 2024
Added 9.19%
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
179,598
shares
|
$20.5 Million
0.72% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
158,265
shares
|
$18 Million
0.01% of portfolio
|
Q1 2023
Added 0.29%
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
107,084
shares
|
$12.2 Million
0.85% of portfolio
|
Q1 2024
Reduced 11.01%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
101,851
shares
|
$11.6 Million
0.37% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
101,113
shares
|
$11.5 Million
0.66% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
99,419
shares
|
$11.3 Million
0.11% of portfolio
|
Q1 2024
Reduced 32.79%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
86,185
shares
|
$9.83 Million
0.0% of portfolio
|
Q1 2024
Added 9.05%
|
|
Arkansas Financial Group, Inc.
|
Apr 15, 2024 Q1 2024 |
84,209
shares
|
$9.6 Million
1.8% of portfolio
|
Q1 2024
Reduced 6.49%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
80,399
shares
|
$9.17 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
79,302
shares
|
$9.04 Million
0.0% of portfolio
|
Q1 2024
Added 31.78%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
78,074
shares
|
$8.9 Million
0.41% of portfolio
|
Q1 2024
Added 4.38%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
76,673
shares
|
$8.74 Million
0.75% of portfolio
|
Q3 2022
Added 141.9%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
70,831
shares
|
$8.07 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
65,080
shares
|
$7.42 Million
0.0% of portfolio
|
Q1 2024
Added 1.07%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
62,162
shares
|
$7.09 Million
0.0% of portfolio
|
Q1 2024
Added 41.51%
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 12, 2024 Q1 2024 |
60,998
shares
|
$6.95 Million
1.73% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
57,297
shares
|
$6.53 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 09, 2024 Q1 2024 |
49,151
shares
|
$5.6 Million
1.15% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
47,708
shares
|
$5.44 Million
0.0% of portfolio
|
Q1 2024
Added 275.42%
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 02, 2024 Q1 2024 |
47,116
shares
|
$5.37 Million
0.06% of portfolio
|
Q1 2024
Added 4.11%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
47,034
shares
|
$5.36 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.97%
|