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 |
---|---|---|---|---|---|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
May 13, 2024 Q1 2024 |
15,251
shares
|
$1.74 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
Indiana Trust & Investment Management CO
|
Apr 16, 2024 Q1 2024 |
14,730
shares
|
$1.68 Million
0.73% of portfolio
|
Q3 2023
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
14,605
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.14%
|
|
Private Advisory Group LLC
Redmond, WA |
May 14, 2024 Q1 2024 |
14,488
shares
|
$1.65 Million
0.26% of portfolio
|
Q1 2024
Added 31.67%
|
|
Evanson Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
13,495
shares
|
$1.54 Million
0.13% of portfolio
|
Q1 2024
Added 0.06%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 08, 2024 Q1 2024 |
13,280
shares
|
$1.51 Million
0.07% of portfolio
|
Q1 2024
Added 3.51%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
12,704
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2024
Reduced 88.03%
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 13, 2024 Q1 2024 |
12,678
shares
|
$1.45 Million
0.45% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
Level Financial Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
12,067
shares
|
$1.38 Million
0.69% of portfolio
|
Q1 2024
Reduced 3.12%
|
|
Uma Financial Services, Inc.
|
Apr 17, 2024 Q1 2024 |
12,022
shares
|
$1.37 Million
0.3% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
11,587
shares
|
$1.32 Million
0.07% of portfolio
|
Q1 2024
Reduced 5.09%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
10,419
shares
|
$1.19 Million
0.19% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
Camden Capital, LLC
|
May 15, 2024 Q1 2024 |
9,799
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2024
Added 0.09%
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 07, 2024 Q1 2024 |
9,652
shares
|
$1.1 Million
1.05% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
9,339
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2024
Added 5.0%
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
9,246
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2023
Reduced 3.57%
|
|
Fil LTD
Hamilton, D0 |
May 13, 2024 Q1 2024 |
9,223
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2023
Reduced 0.13%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
8,911
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.6%
|
|
Biltmore Family Office, LLC
|
May 14, 2024 Q1 2024 |
8,905
shares
|
$1.02 Million
0.22% of portfolio
|
Q1 2024
Added 26.62%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
8,139
shares
|
$927,846
0.0% of portfolio
|
Q1 2024
Reduced 6.27%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
8,002
shares
|
$912,228
0.05% of portfolio
|
Q1 2024
Added 5.3%
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 01, 2024 Q1 2024 |
8,001
shares
|
$912,114
0.0% of portfolio
|
Q4 2023
New holding
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 09, 2024 Q1 2024 |
7,502
shares
|
$855,228
0.56% of portfolio
|
Q1 2024
Added 2.87%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
7,358
shares
|
$838,812
0.0% of portfolio
|
Q1 2024
Added 1.14%
|
|
Institute For Wealth Management, Llc.
|
Apr 30, 2024 Q1 2024 |
7,057
shares
|
$804,498
0.11% of portfolio
|
Q1 2024
Reduced 9.44%
|