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 241 institutions that hold shares in the stock, with a total of 4.1 Million shares, which have been reported (via 13F filing form) to have a value of $534 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
537,142
shares
|
$70 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
239,495
shares
|
$31.2 Million
0.04% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
229,383
shares
|
$29.9 Million
0.0% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
176,015
shares
|
$22.9 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
139,532
shares
|
$18.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
102,235
shares
|
$13.3 Million
0.36% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
101,113
shares
|
$13.2 Million
0.66% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
100,741
shares
|
$13.1 Million
0.69% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
95,426
shares
|
$12.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
84,587
shares
|
$11 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
80,596
shares
|
$10.5 Million
0.35% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
78,697
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
76,673
shares
|
$9.99 Million
0.75% of portfolio
|
Q3 2022
Added 141.9%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
73,073
shares
|
$9.52 Million
0.0% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
71,899
shares
|
$9.37 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
68,058
shares
|
$8.87 Million
0.9% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
64,676
shares
|
$8.43 Million
1.62% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
63,154
shares
|
$8.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
62,242
shares
|
$8.11 Million
1.19% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
59,323
shares
|
$7.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
57,460
shares
|
$7.49 Million
0.81% of portfolio
|
Q3 2024
Added 70.2%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
55,064
shares
|
$7.17 Million
0.49% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
50,826
shares
|
$6.62 Million
0.0% of portfolio
|
Q3 2024
Added 81.02%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
47,964
shares
|
$6.25 Million
0.0% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
46,055
shares
|
$6 Million
2.22% of portfolio
|
Q3 2022
Reduced 3.02%
|