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 237 institutions that hold shares in the stock, with a total of 4.03 Million shares, which have been reported (via 13F filing form) to have a value of $544 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
7,738
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 2713.82%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,678
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
6,475
shares
|
$872,959
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,383
shares
|
$860,556
0.0% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
6,235
shares
|
$840,602
0.15% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
5,627
shares
|
$758,632
0.15% of portfolio
|
Q1 2025
Reduced 33.63%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
5,607
shares
|
$755,935
0.0% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
5,518
shares
|
$743,936
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
5,498
shares
|
$741,240
0.26% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
5,494
shares
|
$740,701
0.15% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,440
shares
|
$733,420
0.07% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
5,114
shares
|
$689,469
0.0% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,095
shares
|
$686,907
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,047
shares
|
$680,436
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
4,993
shares
|
$673,156
0.01% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
4,992
shares
|
$673,021
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,964
shares
|
$669,246
0.0% of portfolio
|
Q3 2024
Added 20.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
4,671
shares
|
$629,744
0.01% of portfolio
|
Q1 2025
Added 17.45%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
4,418
shares
|
$595,634
0.1% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,333
shares
|
$584,175
0.0% of portfolio
|
Q3 2024
Added 78.46%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
4,223
shares
|
$569,344
0.0% of portfolio
|
Q3 2024
Reduced 54.21%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
4,206
shares
|
$567,052
0.22% of portfolio
|
Q2 2025
Added 53.17%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
4,116
shares
|
$554,919
0.2% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
4,060
shares
|
$547,369
0.31% of portfolio
|
Q1 2024
Added 28.48%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
4,000
shares
|
$539,280
0.34% of portfolio
|
Q1 2025
Reduced 27.07%
|