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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
7,802
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,727
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
7,482
shares
|
$974,904
0.51% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
6,734
shares
|
$877,440
0.17% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
6,635
shares
|
$864,540
0.06% of portfolio
|
Q3 2024
Added 7798.81%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
6,468
shares
|
$842,780
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
6,466
shares
|
$842,519
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,461
shares
|
$841,868
0.0% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,630
shares
|
$733,589
0.0% of portfolio
|
Q3 2024
Added 117.21%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,542
shares
|
$722,122
0.0% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
5,478
shares
|
$713,783
0.14% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
5,472
shares
|
$713,001
0.25% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
5,125
shares
|
$667,787
0.42% of portfolio
|
Q3 2024
Added 26.54%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,103
shares
|
$664,920
0.01% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
5,038
shares
|
$656,451
0.01% of portfolio
|
Q2 2021
Reduced 1.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,964
shares
|
$646,809
0.0% of portfolio
|
Q3 2024
Added 20.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,893
shares
|
$637,557
0.01% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
4,845
shares
|
$631,303
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
4,757
shares
|
$619,837
0.0% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,562
shares
|
$594,428
0.07% of portfolio
|
Q3 2024
Added 19.89%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,384
shares
|
$571,235
0.0% of portfolio
|
Q3 2024
Added 38.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,333
shares
|
$564,589
0.0% of portfolio
|
Q3 2024
Added 78.46%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
4,309
shares
|
$561,462
0.21% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
4,223
shares
|
$550,256
0.0% of portfolio
|
Q3 2024
Reduced 54.21%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,200
shares
|
$547,260
0.0% of portfolio
|
Q3 2024
Reduced 50.59%
|