Go Pro
→ Buy this stock today (From Chaikin Analytics) (Ad)tc pixel Free IWC Stock Alerts

iShares Micro-Cap ETF (IWC) Institutional Ownership

iShares Micro-Cap ETF logo
$186.50 -2.48 (-1.31%)
As of 10:28 AM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Micro-Cap ETF (NYSEARCA:IWC)

Number of
Institutional Buyers
(last 12 months)
153
Total
Institutional Inflows
(last 12 months)
$220.41M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$55.18M
Get IWC Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Micro-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IWC Institutional Buying and Selling by Quarter

iShares Micro-Cap ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Doliver Advisors LP3,210$642K0.1%+59.8%0.042%
7/10/2026 Peoples Bank KS3,750$750K0.7%-6.3%0.049%
7/10/2026 Camelot Technology Advisors Inc.18,894$3.78M2.5%+0.7%0.249%
7/10/2026 Wealthcare Advisory Partners LLC1,293$259K0.0%N/A0.017%
7/8/2026 Finley Financial LLC32,170$6.44M2.6%-0.2%0.423%
7/8/2026 Evanson Financial LLC14,272$2.86M0.1%N/A0.188%
7/8/2026 Eclectic Associates Inc. ADV5,262$1.05M0.1%+3.8%0.069%
7/7/2026 CoreCap Advisors LLC1,313$263K0.0%-15.6%0.017%
6/3/2026NewEdge Advisors LLC12,703$2.03M0.0%+523.9%0.167%
5/29/2026 Mullaney Keating & Wright Inc.2,706$432K0.2%+42.7%0.036%
5/19/2026Bank of America Corp DE235,188$37.54M0.0%+10.5%3.095%
5/19/2026Genesis Financial Group LLC11,300$1.80M1.1%+158.3%0.149%
5/19/2026Arkadios Wealth Advisors1,332$213K0.0%N/A0.018%
5/18/2026Royal Bank of Canada32,666$5.21M0.0%+8.2%0.430%
5/16/2026Quantinno Capital Management LP7,422$1.19M0.0%+35.2%0.098%
5/14/2026Rockbridge Investment Management LCC12,669$2.02M0.2%-4.8%0.167%
5/14/2026Lido Advisors LLC8,965$1.43M0.0%+43.3%0.118%
5/13/2026Cetera Investment Advisers108,219$17.27M0.0%+14.3%1.424%
5/13/2026Sachem Hill LLC60,448$9.65M1.9%-1.0%0.795%
5/13/2026Alesco Advisors LLC An ESL Co41,820$6.68M0.2%-3.8%0.550%
5/8/2026PNC Financial Services Group Inc.891$142K0.0%-6.6%0.012%
5/7/2026 Sentinel Trust Co. LBA68,106$10.87M1.1%+28.6%0.896%
5/7/2026Crescent Grove Advisors LLC1,716$274K0.0%-17.9%0.023%
5/6/2026Allspring Global Investments Holdings LLC951$154K0.0%N/A0.013%
5/5/2026Bank of New York Mellon Corp2,091$334K0.0%-12.2%0.028%
5/5/2026Robinson Value Management Ltd.9,265$1.48M0.8%N/A0.122%
5/5/2026Geneos Wealth Management Inc.754$120K0.0%-94.3%0.010%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management140,664$22.45M0.4%-3.7%1.851%
5/4/2026Chicago Partners Investment Group LLC99,610$15.90M0.3%+4.4%1.311%
5/1/2026Fifth Third Bancorp392$63K0.0%+1,206.7%0.005%
5/1/2026WealthShield Partners LLC23,076$3.68M0.4%+2.0%0.304%
5/1/2026Simplicity Wealth LLC5,669$905K0.1%N/A0.074%
4/30/2026 First Horizon Corp1,595$255K0.0%-21.0%0.021%
4/30/2026 Kestra Advisory Services LLC5,887$940K0.0%-3.5%0.077%
4/30/2026Efficient Advisors LLC16,006$2.56M0.2%-8.4%0.209%
4/30/2026 Frank Rimerman Advisors LLC47,168$7.53M0.5%-3.3%0.617%
4/29/2026Capstone Wealth Management Group LLC14,930$2.38M1.0%N/A0.195%
4/29/2026Integrated Advisors Network LLC1,456$232K0.0%-4.1%0.019%
4/29/2026Sage Rhino Capital LLC3,075$491K0.1%+85.5%0.040%
4/29/2026Dumont & Blake Investment Advisors LLC38,922$6.21M1.6%-4.3%0.509%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
4/28/2026 Whittier Trust Co. of Nevada Inc.164,721$26.90M0.6%+134.6%2.153%
4/28/2026 Whittier Trust Co.323,937$52.90M0.6%+168.8%4.234%
4/25/2026 Keybank National Association OH3,377$539K0.0%-8.5%0.044%
4/25/2026 Physician Wealth Advisors Inc.7,743$1.24M0.2%-2.2%0.100%
4/24/2026 Harbor Investment Advisory LLC170$27K0.0%+325.0%0.002%
4/23/2026Noble Family Wealth LLC20,998$3.35M0.7%-1.5%0.271%
4/22/2026Janney Montgomery Scott LLC2,046$327K0.0%N/A0.026%
4/20/2026 Factor Wealth Management LTD2,051$327K0.1%+4.8%0.027%
4/17/2026 Halbert Hargrove Global Advisors LLC84,985$13.56M0.7%-2.6%1.126%
4/17/2026 Ballentine Capital Advisors Inc1,262$202K0.1%N/A0.017%
4/17/2026 Ocean Park Asset Management LLC2,837$453K0.0%N/A0.038%
4/17/2026 XML Financial LLC1,838$293K0.0%N/A0.024%
3/17/2026Rockefeller Capital Management L.P.992$156K0.0%-11.2%0.013%
3/9/2026Corient Private Wealth LLC177,674$28.02M0.0%+18.5%2.307%
3/9/2026 EMC Capital Management11,741$1.85M0.8%N/A0.152%
2/20/2026Sunbelt Securities Inc.1,559$246K0.0%N/A0.020%
2/19/2026Corient Private Wealth LLC177,674$28.02M0.0%+18.5%2.307%
2/18/2026Ameriflex Group Inc.485$76K0.0%N/A0.006%
2/18/2026Mercer Global Advisors Inc. ADV3,924$619K0.0%-12.7%0.051%
2/18/2026Beacon Pointe Advisors LLC16,051$2.53M0.0%N/A0.208%
2/18/2026NewEdge Advisors LLC2,036$321K0.0%+1,257.3%0.026%
2/18/2026Crusonia Wealth Advisors LLC2,396$378K0.1%N/A0.031%
2/18/2026IHT Wealth Management LLC1,406$222K0.0%N/A0.018%
2/17/2026Integrated Advisors Network LLC1,518$239K0.0%N/A0.020%
2/17/2026AQR Capital Management LLC7,270$1.15M0.0%+12.4%0.094%
2/17/2026Cetera Investment Advisers94,699$14.93M0.0%-1.6%1.230%
2/17/2026FIL Ltd61,271$9.66M0.0%+1,350.9%0.796%
2/17/2026Regal Investment Advisors LLC21,663$3.42M0.2%-5.7%0.281%
2/17/2026Osaic Holdings Inc.19,304$3.05M0.0%+35.0%0.251%
2/17/2026Captrust Financial Advisors5,722$902K0.0%+4.6%0.074%
2/17/2026Blair William & Co. IL355$56K0.0%N/A0.005%
2/17/2026Royal Bank of Canada30,179$4.76M0.0%+9.1%0.392%
2/17/2026Rice Hall James & Associates LLC28,750$4.53M0.2%N/A0.373%
2/16/2026MML Investors Services LLC6,320$997K0.0%+80.5%0.082%
2/16/2026Mariner LLC6,919$1.09M0.0%-12.1%0.090%
2/16/2026Cornerstone Financial Management LLC1,328$209K0.2%N/A0.017%
2/16/2026Arax Advisory Partners804$127K0.0%N/A0.010%
2/13/2026 Kestra Advisory Services LLC6,103$962K0.0%+7.4%0.079%
2/13/2026 Johnson Investment Counsel Inc.25,588$4.04M0.0%-1.2%0.332%
2/13/2026Stifel Financial Corp1,339$211K0.0%N/A0.017%
2/13/2026Integrated Wealth Concepts LLC1,356$214K0.0%-9.4%0.018%
2/13/2026Wells Fargo & Company MN96,886$15.28M0.0%+4.1%1.258%
2/13/2026Wealthspire Advisors LLC1,643$259K0.0%-49.9%0.021%
2/13/2026Summit Financial LLC1,380$218K0.0%-53.4%0.018%
2/13/2026M1 Capital Management LLC15,309$2.41M1.0%-6.5%0.199%
2/12/2026HRT Financial LP4,601$725K0.0%+9.7%0.060%
2/12/2026Litman Gregory Wealth Management LLC294$46K0.0%N/A0.004%
2/12/2026 Commonwealth Equity Services LLC17,158$2.71M0.0%-6.9%0.223%
2/12/2026Sachem Hill LLC61,034$9.63M1.9%-0.4%0.793%
2/12/2026Steward Partners Investment Advisory LLC407$64K0.0%-76.5%0.005%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
2/12/2026Granite Investment Partners LLC360$57K0.0%N/A0.005%
2/12/2026Bank of Montreal Can114,239$18.02M0.0%-1.5%1.484%
2/12/2026 William Allan Corp1,374$217K0.1%N/A0.018%
2/11/2026Simplex Trading LLC1,233$194K0.0%+608.6%0.016%
2/11/2026Focus Partners Advisor Solutions LLC3,015$476K0.0%-16.3%0.039%
2/11/2026Cerity Partners LLC1,327$209K0.0%-5.2%0.017%
2/11/2026LPL Financial LLC112,004$17.66M0.0%-3.4%1.455%
2/11/2026O Shaughnessy Asset Management LLC16,571$2.61M0.0%+0.6%0.215%
2/11/2026JPMorgan Chase & Co.39,124$6.17M0.0%-0.8%0.508%
2/11/2026 SFI Advisors LLC7,924$1.25M0.8%-9.5%0.103%


IWC Institutional Ownership - Frequently Asked Questions

During the previous two years, 261 institutional investors and hedge funds held shares of iShares Micro-Cap ETF. The most heavily invested institutionals were 1832 Asset Management L.P. ($69.18M), Whittier Trust Co. ($52.90M), Goldman Sachs Group Inc. ($49.35M), Bank of America Corp DE ($37.54M), Corient Private Wealth LLC ($28.02M), Whittier Trust Co. of Nevada Inc. ($26.90M), and Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($22.45M).Learn more on iShares Micro-Cap ETF's institutional investors.

Of the 216 institutional investors that purchased iShares Micro-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Whittier Trust Co. ($323.94K), TABR Capital Management LLC ($217.37K), Whittier Trust Co. of Nevada Inc. ($164.66K), 1832 Asset Management L.P. ($82.09K), Yeomans Consulting Group Inc. ($66.72K), Heck Capital Advisors LLC ($57.44K), and FIL Ltd ($57.05K).

Institutional investors have bought a total of 1,412,996 shares in the last 24 months. This purchase volume represents approximately $220.41M in transactions.

Of the 97 institutional investors that sold iShares Micro-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Corient Private Wealth LLC ($77.63K), UBS Group AG ($30.78K), Bank of America Corp DE ($28.23K), Bank of Montreal Can ($21.90K), Geneos Wealth Management Inc. ($12.39K), Frank Rimerman Advisors LLC ($10.03K), and One Capital Management LLC ($9.78K).

Institutional investors have sold a total of 386,033 shares in the last 24 months. This volume of shares sold represents approximately $55.18M in transactions.


Related Companies

This page (NYSEARCA:IWC) was last updated on 7/31/2026 by MarketBeat.com Staff.
From Our Partners
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Three oil giants buried the same discovery for 50 years
In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the ...
Behind the Markets | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
“The unseen winner of the AI race” is not SpaceX
Marc Chaikin - the analyst who called Nvidia before its historic run - says a tech firm labeled 'the unseen wi...
Chaikin Analytics | Sponsoredtc pixel
What's the Best Way to Lower RMD Taxes?
Once you turn 73, the IRS requires you to take distributions from your IRA, 401(k), and other retirement accou...
SmartAsset | Sponsoredtc pixel
BlackRock, JPMorgan, and Goldman are all stock piling the same asset… are you?
BlackRock, JPMorgan, Goldman Sachs, Fidelity, ARK Invest and Andreessen Horowitz are all buying the same asset...
Awesomely | Sponsoredtc pixel