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 235 institutions that hold shares in the stock, with a total of 3.83 Million shares, which have been reported (via 13F filing form) to have a value of $559 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
541,921
shares
|
$79 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
202,001
shares
|
$29.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
184,820
shares
|
$26.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
166,967
shares
|
$24.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
146,444
shares
|
$21.3 Million
0.43% of portfolio
|
Q2 2025
Added 28.05%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
133,371
shares
|
$19.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
101,113
shares
|
$14.7 Million
0.66% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
92,149
shares
|
$13.4 Million
0.62% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
89,990
shares
|
$13.1 Million
0.36% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
87,859
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
86,773
shares
|
$12.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
76,673
shares
|
$11.2 Million
0.75% of portfolio
|
Q3 2022
Added 141.9%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
72,443
shares
|
$10.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
64,948
shares
|
$9.47 Million
0.0% of portfolio
|
Q2 2025
Added 23.12%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
62,283
shares
|
$9.08 Million
1.62% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
61,502
shares
|
$8.97 Million
0.0% of portfolio
|
Q2 2025
Added 20.54%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
59,260
shares
|
$8.64 Million
0.82% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
58,631
shares
|
$8.55 Million
1.17% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
57,197
shares
|
$8.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
55,009
shares
|
$8.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
50,599
shares
|
$7.38 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
47,452
shares
|
$6.92 Million
0.18% of portfolio
|
Q2 2025
Reduced 21.28%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
47,340
shares
|
$6.9 Million
0.41% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
47,097
shares
|
$6.87 Million
0.27% of portfolio
|
Q2 2025
Added 159.09%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
46,540
shares
|
$6.78 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.13%
|