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iShares Micro-Cap ETF (IWC) Institutional Ownership

iShares Micro-Cap ETF logo
$156.21 +2.01 (+1.31%)
As of 09:46 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Micro-Cap ETF (NYSEARCA:IWC)

Number of
Institutional Buyers
(last 12 months)
120
Total
Institutional Inflows
(last 12 months)
$104.31M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$76.86M
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IWC Institutional Buying and Selling by Quarter

iShares Micro-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025Focus Financial Network Inc.7,370$1.10M0.0%N/A0.112%
10/9/2025Archer Investment Management LLC11,970$1.79M1.1%-1.0%0.181%
10/7/2025 Acropolis Investment Management LLC4,502$671K0.0%N/A0.068%
10/6/2025 City Center Advisors LLC1,647$246K0.2%N/A0.025%
9/26/2025Corient Private Wealth LLC184,821$23.59M0.0%-17.4%2.888%
9/4/2025Osaic Holdings Inc.11,823$1.51M0.0%-4.6%0.185%
8/15/2025Urban Financial Advisory Corp5,704$728K0.4%-28.0%0.089%
8/15/2025Corient Private Wealth LLC184,820$23.59M0.0%-17.4%2.888%
8/15/2025Captrust Financial Advisors6,371$813K0.0%-1.6%0.100%
8/15/2025MML Investors Services LLC4,944$631K0.0%+87.8%0.077%
8/15/2025BNP Paribas Financial Markets2,246$287K0.0%N/A0.035%
8/15/2025Bank of America Corp DE202,001$25.79M0.0%-12.3%3.156%
8/14/2025Sentinel Wealth Management Inc.3,815$487K0.5%N/A0.060%
8/14/2025Raymond James Financial Inc.5,699$728K0.0%-39.8%0.089%
8/14/2025Quantinno Capital Management LP2,285$292K0.0%N/A0.036%
8/14/2025Cerity Partners LLC1,620$207K0.0%N/A0.025%
8/13/2025Flow Traders U.S. LLC4,649$593K0.0%N/A0.073%
8/13/2025Portland Global Advisors LLC1,770$226K0.0%-54.3%0.028%
8/13/2025Annandale Capital LLC1,600$204K0.0%N/A0.025%
8/13/20251832 Asset Management L.P.541,921$69.18M0.1%-0.7%8.468%
8/13/2025Smith Moore & CO.46,540$5.94M0.5%-1.1%0.727%
8/12/2025Global Retirement Partners LLC2,120$271K0.0%N/A0.033%
8/12/2025MAI Capital Management647$83K0.0%+37.4%0.010%
8/12/2025JPMorgan Chase & Co.41,561$5.31M0.0%-9.1%0.649%
8/11/2025SFI Advisors LLC9,784$1.25M0.9%-19.5%0.152%
8/11/2025Frank Rimerman Advisors LLC47,340$6.04M0.4%-14.7%0.734%
8/8/2025Tortoise Investment Management LLC3,004$383K0.0%-14.4%0.047%
8/8/2025Avantax Advisory Services Inc.72,443$9.25M0.1%-8.3%1.123%
8/8/2025Cetera Investment Advisers27,649$3.53M0.0%-5.0%0.429%
8/8/2025Creative Planning55,009$7.02M0.0%-9.0%0.853%
8/8/2025WealthShield Partners LLC30,111$3.84M0.5%+2.3%0.467%
8/8/2025Foundations Investment Advisors LLC5,215$666K0.0%N/A0.081%
8/8/2025Family Firm Inc.18,325$2.34M0.6%+4.6%0.284%
8/8/2025Davies Financial Advisors Inc.5,816$742K0.6%-36.5%0.090%
8/7/2025Nwam LLC1,887$247K0.0%-17.5%0.029%
8/7/2025Allworth Financial LP4,925$629K0.0%-3.7%0.076%
8/7/2025Tillman Hartley LLC3,185$407K0.1%N/A0.049%
8/7/2025Future Fund LLC2,377$303K0.1%N/A0.037%
8/7/2025Efficient Advisors LLC23,476$3.00M0.2%-0.5%0.364%
8/6/2025Texas Yale Capital Corp.14,629$1.87M0.1%-17.1%0.227%
8/5/2025Bank of Montreal Can133,371$17.03M0.0%-2.0%2.068%
8/5/2025TIAA Trust National Association2,347$300K0.0%-6.5%0.036%
8/5/2025GHP Investment Advisors Inc.11,062$1.41M0.1%-2.5%0.172%
8/4/2025Haven Private LLC6,072$775K0.3%N/A0.094%
8/4/2025Keybank National Association OH3,692$471K0.0%+22.7%0.057%
8/4/2025World Investment Advisors2,050$262K0.0%+5.1%0.032%
8/1/2025Biltmore Family Office LLC6,078$776K0.1%-28.8%0.094%
8/1/2025Envestnet Asset Management Inc.57,197$7.30M0.0%-7.9%0.887%
7/31/2025Schoolcraft Capital LLC62,283$7.95M1.6%-1.5%0.966%
7/31/2025Focus Partners Advisor Solutions LLC3,897$497K0.0%-16.6%0.060%
7/31/2025Moloney Securities Asset Management LLC1,659$212K0.0%N/A0.026%
7/29/2025Stephens Inc. AR19,317$2.47M0.0%-1.5%0.299%
7/29/2025Chicago Partners Investment Group LLC89,990$12.37M0.4%+0.9%1.395%
7/29/2025Dumont & Blake Investment Advisors LLC41,306$5.27M1.4%+0.3%0.640%
7/29/2025Joseph P. Lucia & Associates LLC1,865$238K0.1%-12.8%0.029%
7/25/2025Endowment Wealth Management Inc.13,306$1.70M0.9%+15.0%0.206%
7/25/2025Ellis Investment Partners LLC5,748$734K0.1%-7.8%0.089%
7/25/2025Johnson Investment Counsel Inc.26,080$3.33M0.0%-11.9%0.404%
7/24/2025M1 Capital Management LLC17,430$2.23M1.1%N/A0.270%
7/23/2025Clear Creek Financial Management LLC4,656$594K0.1%-14.4%0.074%
7/23/2025Joel Isaacson & Co. LLC1,817$232K0.0%N/A0.029%
7/22/2025Noble Family Wealth LLC20,887$2.67M0.7%+19.6%0.332%
7/21/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management146,444$18.70M0.4%+28.1%2.325%
7/17/2025Halbert Hargrove Global Advisors LLC92,149$11.76M0.6%-8.9%1.463%
7/16/2025Kendall Capital Management17,639$2.25M0.6%-18.6%0.280%
7/16/2025Moisand Fitzgerald Tamayo LLC9,263$1.18M0.1%-3.7%0.147%
7/16/2025Arkansas Financial Group Inc.58,631$7.76M1.2%-3.0%0.931%
7/15/2025Level Financial Advisors9,368$1.20M0.4%-7.3%0.149%
7/15/2025Legacy Financial Group LLC4,418$564K0.1%-2.0%0.070%
7/15/2025LVZ Inc.14,637$1.87M0.2%N/A0.232%
7/14/2025Park Avenue Securities LLC50,599$6.46M0.1%N/A0.803%
7/14/2025Physician Wealth Advisors Inc.8,970$1.15M0.2%+1.3%0.142%
7/11/2025Compass Ion Advisors LLC2,389$305K0.0%-23.1%0.038%
7/9/2025Finley Financial LLC33,340$4.26M2.1%-3.0%0.521%
7/9/2025Archer Investment Management LLC12,090$1.54M1.1%+9.0%0.189%
7/9/2025Camelot Technology Advisors Inc.21,464$2.74M2.3%-6.6%0.335%
7/9/2025Alesco Advisors LLC47,452$6.06M0.2%-21.3%0.741%
7/7/2025Discipline Wealth Solutions LLC4,206$537K0.2%+53.2%0.066%
7/7/2025Wilson & Boucher Capital Management LLC1,735$221K0.2%N/A0.027%
5/20/2025Focus Partners Wealth5,036$559K0.0%+6.7%0.074%
5/19/2025Jane Street Group LLC22,012$2.44M0.0%N/A0.321%
5/16/2025Goldman Sachs Group Inc.19,016$2.11M0.0%+37.2%0.295%
5/16/2025Jones Financial Companies Lllp275$31K0.0%-96.5%0.004%
5/16/2025Integrated Wealth Concepts LLC1,865$207K0.0%-10.8%0.027%
5/16/2025AQR Capital Management LLC5,607$622K0.0%+3.2%0.082%
5/16/2025Ancora Advisors LLC3,003$333K0.0%-10.5%0.044%
5/15/2025Focus Partners Advisor Solutions LLC4,671$518K0.0%+17.5%0.068%
5/15/2025Royal Bank of Canada52,751$5.85M0.0%-22.9%0.770%
5/15/2025MAI Capital Management471$52K0.0%+24.6%0.007%
5/14/2025Comerica Bank413$46K0.0%-27.9%0.006%
5/14/2025Northwestern Mutual Wealth Management Co.413$46K0.0%N/A0.006%
5/14/2025Kestra Advisory Services LLC20,291$2.25M0.0%+1.7%0.296%
5/14/20251832 Asset Management L.P.545,890$60.55M0.1%+12.7%7.969%
5/14/2025Summit Financial LLC5,518$612K0.0%N/A0.081%
5/13/2025SFI Advisors LLC12,148$1.35M1.0%+1.6%0.177%
5/13/2025Finley Financial LLC34,380$3.83M2.1%+0.7%0.502%
5/13/2025WESCAP Management Group Inc.5,627$624K0.2%-33.6%0.082%
5/13/2025HighTower Advisors LLC19,460$2.16M0.0%+1.5%0.284%
5/12/2025Biltmore Family Office LLC8,538$947K0.2%-2.8%0.125%
5/12/2025Frank Rimerman Advisors LLC55,529$6.16M0.5%-2.1%0.811%
(Data available from 1/1/2016 forward)

IWC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWC shares?

During the previous two years, 216 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), Bank of America Corp DE ($25.79M), Corient Private Wealth LLC ($23.59M), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($18.70M), Bank of Montreal Can ($17.03M), Wells Fargo & Company MN ($15.04M), and Sparta 24 Ltd. ($13.86M).Learn more on iShares Micro-Cap ETF's institutional investors.

Which institutional investors have been buying iShares Micro-Cap ETF's stock?

Of the 169 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: TABR Capital Management LLC ($88.92K), 1832 Asset Management L.P. ($82.09K), Park Avenue Securities LLC ($60.79K), Heck Capital Advisors LLC ($57.44K), Family Firm Inc. ($52.38K), Charles Schwab Investment Management Inc. ($52.06K), and Axxcess Wealth Management LLC ($45.65K).

How much institutional buying is happening at iShares Micro-Cap ETF?

Institutional investors have bought a total of 832,719 shares in the last 24 months. This purchase volume represents approximately $104.31M in transactions.

Which of iShares Micro-Cap ETF's major shareholders have been selling company stock?

Of the 92 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: Alesco Advisors LLC ($131.12K), Corient Private Wealth LLC ($89.43K), Family Firm Inc. ($50.54K), Dumont & Blake Investment Advisors LLC ($41.58K), Bank of America Corp DE ($29.20K), Jane Street Group LLC ($22.82K), and Envestnet Asset Management Inc. ($19.53K).

How much institutional selling is happening at iShares Micro-Cap ETF?

Institutional investors have sold a total of 636,910 shares in the last 24 months. This volume of shares sold represents approximately $76.86M in transactions.


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This page (NYSEARCA:IWC) was last updated on 10/10/2025 by MarketBeat.com Staff
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