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 |
|---|---|---|---|---|---|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
4,000
shares
|
$583,080
0.34% of portfolio
|
Q1 2025
Reduced 27.07%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,968
shares
|
$578,415
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
3,897
shares
|
$568,065
0.01% of portfolio
|
Q2 2025
Reduced 16.57%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,841
shares
|
$559,902
0.0% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
3,815
shares
|
$556,112
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
3,810
shares
|
$555,383
0.06% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
3,692
shares
|
$538,182
0.0% of portfolio
|
Q2 2025
Added 22.66%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
3,438
shares
|
$501,157
0.02% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
3,316
shares
|
$483,373
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
3,185
shares
|
$464,277
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
3,145
shares
|
$458,446
0.01% of portfolio
|
Q2 2025
Reduced 43.0%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
3,123
shares
|
$455,239
0.15% of portfolio
|
Q4 2020
Reduced 13.82%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,004
shares
|
$437,893
0.04% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,003
shares
|
$437,747
0.01% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
2,947
shares
|
$429,584
0.02% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
2,837
shares
|
$413,549
0.14% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
2,773
shares
|
$404,220
0.03% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,735
shares
|
$398,680
0.0% of portfolio
|
Q3 2023
Reduced 55.9%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
2,590
shares
|
$377,544
0.15% of portfolio
|
Q3 2020
Added 1.57%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,483
shares
|
$361,946
0.03% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,428
shares
|
$353,929
0.03% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,389
shares
|
$348,244
0.04% of portfolio
|
Q2 2025
Reduced 23.06%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,384
shares
|
$347,515
0.02% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
2,377
shares
|
$346,495
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
2,347
shares
|
$342,122
0.0% of portfolio
|
Q2 2025
Reduced 6.53%
|