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 |
---|---|---|---|---|---|
Cascade Financial Partners, LLC
San Diego, CA |
May 14, 2024 Q1 2024 |
2,348
shares
|
$267,672
0.04% of portfolio
|
Q1 2024
New holding
|
|
Nwam LLC
Mercer Island, WA |
May 09, 2024 Q1 2024 |
2,286
shares
|
$260,604
0.02% of portfolio
|
Q4 2023
Reduced 12.71%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
2,263
shares
|
$257,982
0.01% of portfolio
|
Q1 2024
Reduced 53.99%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
2,261
shares
|
$257,754
0.01% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
2,256
shares
|
$257,184
0.0% of portfolio
|
Q1 2024
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
2,250
shares
|
$256,500
0.01% of portfolio
|
Q1 2024
Reduced 4.34%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
2,239
shares
|
$255,246
0.0% of portfolio
|
Q1 2024
Reduced 20.88%
|
|
Joseph P. Lucia & Associates, LLC
|
May 03, 2024 Q1 2024 |
2,138
shares
|
$243,732
0.16% of portfolio
|
Q2 2023
Added 6.9%
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 25, 2024 Q1 2024 |
2,110
shares
|
$240,540
0.14% of portfolio
|
Q3 2023
New holding
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2024 Q1 2024 |
2,080
shares
|
$237,120
0.02% of portfolio
|
Q4 2023
Reduced 13.01%
|
|
Wp Advisors, LLC
|
May 08, 2024 Q1 2024 |
2,060
shares
|
$234,840
0.08% of portfolio
|
Q1 2024
Reduced 14.42%
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,050
shares
|
$233,700
0.09% of portfolio
|
Q1 2024
Reduced 25.45%
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
2,020
shares
|
$230,280
0.04% of portfolio
|
Q1 2021
Reduced 20.78%
|
|
B&D White Capital Company, LLC
|
May 10, 2024 Q1 2024 |
2,012
shares
|
$229,368
0.05% of portfolio
|
Q2 2023
New holding
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 15, 2024 Q1 2024 |
2,000
shares
|
$228,000
0.01% of portfolio
|
Q4 2020
New holding
|
|
Dixon Fnancial Services, Inc.
|
Apr 16, 2024 Q1 2024 |
2,000
shares
|
$228,000
0.14% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
1,990
shares
|
$226,860
0.01% of portfolio
|
Q1 2024
New holding
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,945
shares
|
$221,730
0.0% of portfolio
|
Q1 2023
Reduced 1.27%
|
|
L.M. Kohn & Company
|
Apr 25, 2024 Q1 2024 |
1,900
shares
|
$216,600
0.07% of portfolio
|
Q4 2023
New holding
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
May 15, 2024 Q1 2024 |
1,897
shares
|
$216,258
0.22% of portfolio
|
Q1 2024
New holding
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
1,873
shares
|
$213,522
0.0% of portfolio
|
Q1 2024
Reduced 8.54%
|
|
Gray Wealth Management Inc.
Bangor, ME |
May 02, 2024 Q1 2024 |
1,831
shares
|
$208,734
0.1% of portfolio
|
Q1 2024
Reduced 5.42%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
1,814
shares
|
$206,796
0.01% of portfolio
|
Q1 2024
New holding
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
1,800
shares
|
$205,200
0.04% of portfolio
|
Q1 2024
Reduced 5.26%
|
|
Eagle Global Advisors LLC
Houston, TX |
May 15, 2024 Q1 2024 |
1,750
shares
|
$199,500
0.01% of portfolio
|
Q4 2023
New holding
|