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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
168
shares
|
$21,890
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
150
shares
|
$19,545
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
143
shares
|
$18,632
0.0% of portfolio
|
Q3 2024
Reduced 54.6%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
117
shares
|
$15,245
0.0% of portfolio
|
Q3 2024
Reduced 97.92%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
114
shares
|
$14,854
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
110
shares
|
$14,333
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
102
shares
|
$13,290
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
99
shares
|
$12,899
0.0% of portfolio
|
Q4 2021
Reduced 36.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
97
shares
|
$12,639
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
89
shares
|
$11,596
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
88
shares
|
$11,466
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
85
shares
|
$11,075
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
79
shares
|
$10,293
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
79
shares
|
$10,293
0.0% of portfolio
|
Q2 2024
Reduced 63.76%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
70
shares
|
$9,121
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
70
shares
|
$9,121
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
65
shares
|
$8,469
0.0% of portfolio
|
Q3 2020
Reduced 87.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
60
shares
|
$7,818
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
50
shares
|
$6,515
0.0% of portfolio
|
Q2 2024
Reduced 64.29%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
35
shares
|
$4,560
0.0% of portfolio
|
Q2 2023
Reduced 96.62%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
26
shares
|
$3,387
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
24
shares
|
$3,127
0.0% of portfolio
|
Q3 2024
Added 1100.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
21
shares
|
$2,736
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
20
shares
|
$2,606
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
17
shares
|
$2,215
0.0% of portfolio
|
Q1 2024
Reduced 92.06%
|