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 |
|---|---|---|---|---|---|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
14,421
shares
|
$2.1 Million
0.2% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
14,223
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
13,902
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
13,830
shares
|
$2.02 Million
0.59% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
13,547
shares
|
$1.97 Million
0.12% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
13,306
shares
|
$1.94 Million
1.07% of portfolio
|
Q2 2025
Added 14.99%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
12,090
shares
|
$1.76 Million
1.12% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
11,823
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.75%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
11,111
shares
|
$1.62 Million
0.05% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
11,062
shares
|
$1.61 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,939
shares
|
$1.45 Million
0.12% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 11, 2025 Q2 2025 |
9,784
shares
|
$1.43 Million
0.91% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
9,368
shares
|
$1.37 Million
0.4% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
9,263
shares
|
$1.35 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
8,970
shares
|
$1.31 Million
0.19% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
8,462
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
8,321
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.24%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
7,987
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,500
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,383
shares
|
$930,449
0.0% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
6,371
shares
|
$928,700
0.0% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,200
shares
|
$903,774
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
6,078
shares
|
$885,990
0.14% of portfolio
|
Q2 2025
Reduced 28.81%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
6,072
shares
|
$885,115
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,015
shares
|
$876,806
0.0% of portfolio
|
Q2 2025
Reduced 70.36%
|