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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
46,055
shares
|
$6.71 Million
2.22% of portfolio
|
Q3 2022
Reduced 3.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
45,699
shares
|
$6.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
43,594
shares
|
$6.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.52%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
41,306
shares
|
$6.02 Million
1.47% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
35,385
shares
|
$5.16 Million
4.33% of portfolio
|
Q3 2023
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
35,249
shares
|
$5.14 Million
0.0% of portfolio
|
Q2 2025
Added 606.11%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
33,340
shares
|
$4.86 Million
2.14% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
30,111
shares
|
$4.39 Million
0.48% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
29,030
shares
|
$4.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
27,649
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
26,080
shares
|
$3.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.93%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
23,476
shares
|
$3.42 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
23,274
shares
|
$3.39 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
22,012
shares
|
$3.21 Million
0.07% of portfolio
|
Q3 2022
Reduced 76.34%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
21,464
shares
|
$3.13 Million
2.33% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
20,887
shares
|
$3.04 Million
0.65% of portfolio
|
Q2 2025
Added 19.57%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
20,181
shares
|
$2.94 Million
0.29% of portfolio
|
Q1 2025
Added 149.09%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
19,317
shares
|
$2.82 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
19,009
shares
|
$2.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
18,325
shares
|
$2.67 Million
0.54% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
17,639
shares
|
$2.57 Million
0.62% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
17,430
shares
|
$2.54 Million
1.12% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
15,813
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.74%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
14,637
shares
|
$2.13 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
14,629
shares
|
$2.13 Million
0.06% of portfolio
|
Q2 2025
Reduced 17.1%
|