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 $555 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
4,060
shares
|
$549,683
0.31% of portfolio
|
Q1 2024
Added 28.48%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
3,962
shares
|
$536,415
0.06% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
3,912
shares
|
$529,645
0.05% of portfolio
|
Q2 2024
Reduced 9.92%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
3,910
shares
|
$529,374
0.07% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
3,862
shares
|
$522,876
0.05% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
3,862
shares
|
$522,876
0.0% of portfolio
|
Q3 2024
Added 101.57%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,841
shares
|
$520,032
0.0% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,785
shares
|
$512,451
0.05% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,643
shares
|
$493,225
0.01% of portfolio
|
Q3 2024
Added 48.63%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
3,492
shares
|
$472,781
0.01% of portfolio
|
Q3 2024
Added 43.94%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,461
shares
|
$468,584
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
3,458
shares
|
$468,178
0.09% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,403
shares
|
$460,732
0.06% of portfolio
|
Q3 2024
Reduced 16.94%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
3,354
shares
|
$454,098
0.01% of portfolio
|
Q1 2024
Reduced 13.87%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
3,287
shares
|
$445,026
0.01% of portfolio
|
Q2 2024
Reduced 11.45%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
3,269
shares
|
$442,589
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
3,123
shares
|
$422,822
0.16% of portfolio
|
Q4 2020
Reduced 13.82%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
3,114
shares
|
$421,604
0.2% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
3,073
shares
|
$416,053
0.03% of portfolio
|
Q3 2024
Added 21.94%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,054
shares
|
$413,481
0.0% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
3,029
shares
|
$410,096
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
3,010
shares
|
$407,523
0.0% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
2,947
shares
|
$398,994
0.02% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Oct 09, 2024 Q3 2024 |
2,946
shares
|
$398,858
0.19% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,855
shares
|
$386,538
0.0% of portfolio
|
Q3 2024
Reduced 10.92%
|