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iShares Micro-Cap ETF (IWC) Institutional Ownership

iShares Micro-Cap ETF logo
$114.34 +3.03 (+2.72%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Micro-Cap ETF (NYSEARCA:IWC)

Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$82.69M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$78.94M
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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
5/1/2025 Sentinel Trust Co. LBA59,260$6.57M0.8%+3.1%0.841%
5/1/2025 Family Firm Inc.17,521$1.94M0.4%-74.1%0.249%
4/30/2025 Allworth Financial LP5,114$563K0.0%-6.2%0.073%
4/30/2025 Synergy Investment Management LLC265$29K0.0%-32.4%0.004%
4/29/2025 Envestnet Asset Management Inc.62,121$6.89M0.0%-19.0%0.881%
4/28/2025 First Horizon Advisors Inc.2,020$224K0.0%+18.3%0.029%
4/28/2025 Physician Wealth Advisors Inc.8,856$982K0.2%-4.4%0.126%
4/28/2025 Clear Creek Financial Management LLC5,440$603K0.1%+3.1%0.077%
4/25/2025 Kendall Capital Management21,660$2.40M0.7%-2.0%0.307%
4/22/2025 Cambridge Investment Research Advisors Inc.20,413$2.26M0.0%+14.5%0.290%
4/22/2025 Ellis Investment Partners LLC6,235$692K0.1%-2.4%0.088%
4/22/2025 Moisand Fitzgerald Tamayo LLC9,617$1.07M0.1%-4.3%0.136%
4/22/2025 Davies Financial Advisors Inc.9,154$1.02M0.9%+8.4%0.130%
4/22/2025 Compass Ion Advisors LLC3,105$344K0.0%-8.8%0.044%
4/21/2025 Envestnet Portfolio Solutions Inc.1,963$218K0.0%-67.0%0.028%
4/21/2025 Institute for Wealth Management LLC.20,181$2.24M0.3%+149.1%0.286%
4/21/2025 Johnson Investment Counsel Inc.29,614$3.28M0.0%-1.4%0.420%
4/18/2025 Halbert Hargrove Global Advisors LLC101,167$11.22M0.6%+3.8%1.435%
4/17/2025 Arkansas Financial Group Inc.60,430$6.70M1.2%-1.2%0.857%
4/16/2025 Wealth Enhancement Advisory Services LLC6,386$708K0.0%+43.8%0.091%
4/16/2025 Noble Family Wealth LLC17,469$1.94M0.5%-7.5%0.248%
4/16/2025 Kelly Financial Group LLC9,649$1.07M0.2%-14.9%0.137%
4/16/2025 Schoolcraft Capital LLC63,228$7.01M1.4%-0.9%0.897%
4/15/2025 Focus Financial Network Inc.3,949$438K0.0%N/A0.056%
4/14/2025 Camelot Technology Advisors Inc.22,988$2.55M2.3%-3.5%0.326%
4/10/2025 Brand Asset Management Group Inc.4,116$457K0.2%-4.5%0.057%
4/10/2025 Legacy Financial Group LLC4,508$500K0.1%-5.4%0.063%
4/9/2025 Milestone Asset Management LLC3,142$349K0.1%-34.5%0.044%
4/9/2025 Archer Investment Management LLC11,088$1.23M0.9%-12.4%0.154%
4/8/2025 Peoples Bank KS4,000$444K0.3%-27.1%0.056%
3/19/2025M1 Capital Management LLC10,060$1.31M0.7%N/A0.141%
3/17/2025 Wealth Enhancement Advisory Services LLC4,440$579K0.0%-6.7%0.062%
3/5/2025 Berkeley Inc1,596$208K0.1%N/A0.022%
3/4/2025 Comprehensive Money Management Services LLC1,831$239K0.2%N/A0.025%
3/3/2025American Investment Services Inc.1,656$216K0.0%N/A0.023%
2/26/2025 Discipline Wealth Solutions LLC2,672$348K0.2%-6.1%0.037%
2/25/2025Heck Capital Advisors LLC28,722$3.75M0.2%N/A0.393%
2/20/2025Forum Financial Management LP1,585$207K0.0%N/A0.022%
2/18/2025Focus Partners Advisor Solutions LLC3,977$519K0.0%-18.7%0.054%
2/17/2025Two Sigma Investments LP21,000$2.74M0.0%+400.0%0.286%
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2/17/2025Guardian Wealth Advisors LLC NC640$83K0.0%+55.3%0.009%
2/17/2025Focus Partners Wealth4,718$615K0.0%+22.8%0.064%
2/17/2025Clark Capital Management Group Inc.16,683$2.18M0.0%-32.9%0.227%
2/17/2025Cetera Investment Advisers35,323$4.61M0.0%+14.4%0.481%
2/17/2025Capstone Investment Advisors LLC8,401$1.10M0.0%+5.0%0.114%
2/17/2025Cardiff Park Advisors LLC2,773$362K0.0%-9.8%0.038%
2/17/2025Bank of America Corp DE228,422$29.78M0.0%-0.4%3.108%
2/17/2025Aptus Capital Advisors LLC730$95K0.0%+77.2%0.010%
2/14/2025Mercer Global Advisors Inc. ADV9,644$1.26M0.0%-1.9%0.131%
2/14/2025Comerica Bank573$75K0.0%+38.7%0.008%
2/14/2025Lido Advisors LLC5,094$664K0.0%-8.1%0.069%
2/14/2025Integrated Wealth Concepts LLC2,090$272K0.0%N/A0.028%
2/14/2025Stifel Financial Corp25,807$3.37M0.0%+21.0%0.351%
2/14/2025Forum Financial Management LP1,585$207K0.0%N/A0.022%
2/13/2025NewEdge Advisors LLC5,793$755K0.0%+9,555.0%0.079%
2/13/2025Stonehaven Wealth & Tax Solutions LLC1,646$215K0.2%N/A0.022%
2/13/2025Regal Investment Advisors LLC23,434$3.06M0.2%+2.3%0.319%
2/13/2025Belpointe Asset Management LLC23,441$2.91M0.2%+2.7%0.319%
2/13/2025Mariner LLC7,546$984K0.0%-2.3%0.103%
2/13/2025Kennedy Capital Management LLC1,701$222K0.0%N/A0.023%
2/13/2025 Bessemer Group Inc.248$32K0.0%N/A0.003%
2/13/2025Raymond James Financial Inc.9,853$1.29M0.0%N/A0.134%
2/13/2025Texas Yale Capital Corp.13,105$1.71M0.1%-1.2%0.178%
2/13/2025Advisory Services Network LLC1,548$202K0.0%-52.9%0.021%
2/13/2025Bank of Montreal Can136,581$17.81M0.0%-2.1%1.858%
2/13/2025 Envestnet Asset Management Inc.76,726$10.00M0.0%+5.0%1.044%
2/13/2025Annandale Capital LLC1,600$209K0.0%N/A0.022%
2/13/2025Wells Fargo & Company MN115,372$15.04M0.0%+46.6%1.570%
2/13/2025Smith Moore & CO.45,976$5.99M0.5%+0.8%0.626%
2/12/2025 World Investment Advisors1,980$258K0.0%+11.0%0.027%
2/12/2025WESCAP Management Group Inc.8,478$1.11M0.3%-3.7%0.115%
2/12/2025Boston Family Office LLC2,333$304K0.0%-3.3%0.032%
2/12/2025National Bank of Canada FI575$75K0.0%+18.3%0.008%
2/12/2025O Shaughnessy Asset Management LLC11,964$1.56M0.0%+14.6%0.163%
2/12/2025 Physician Wealth Advisors Inc.9,268$1.21M0.2%-11.5%0.126%
2/12/2025Portland Global Advisors LLC3,867$504K0.1%-2.4%0.053%
2/12/2025Tucker Asset Management LLC1,316$172K0.0%+8.9%0.018%
2/12/2025Rockbridge Investment Management LCC15,075$1.97M0.3%-10.4%0.205%
2/12/2025JPMorgan Chase & Co.46,353$6.04M0.0%+2.8%0.631%
2/12/2025Aire Advisors LLC14,416$1.88M0.4%-24.7%0.196%
2/11/2025LPL Financial LLC66,221$8.63M0.0%+30.3%0.901%
2/10/2025Corient Private Wealth LLC227,701$29.69M0.0%-4.9%3.098%
2/10/2025 Envestnet Portfolio Solutions Inc.5,952$776K0.0%-8.0%0.081%
2/10/2025Frank Rimerman Advisors LLC56,716$7.40M0.5%+3.0%0.772%
2/10/2025 Family Firm Inc.67,676$8.82M1.5%-0.6%0.921%
2/10/2025Commonwealth Equity Services LLC10,933$1.43M0.0%+2.4%0.149%
2/10/2025Avantax Advisory Services Inc.72,771$9.49M0.1%+1.2%0.990%
2/10/2025Parkworth Wealth Management Inc.191$25K0.0%N/A0.003%
2/7/2025HighTower Advisors LLC19,176$2.50M0.0%+0.6%0.261%
2/7/2025Endowment Wealth Management Inc.9,754$1.27M0.9%+14.8%0.133%
Think NVDA’s run was epic? You ain’t seen nothin’ yet (Ad)

Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, it surged 239%. And in 2024, it soared another 171% on the year… But what if I told you there was a way to target those types of “peak Nvidia” profit opportunities in 24 hours or less?

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2/7/2025Tortoise Investment Management LLC3,508$457K0.0%-7.3%0.048%
2/7/2025 Johnson Investment Counsel Inc.30,035$3.92M0.0%-0.8%0.409%
2/7/2025 Tassel Capital Management Inc.1,751$228K0.2%N/A0.024%
2/7/2025 Simplicity Wealth LLC5,477$714K0.1%N/A0.075%
2/7/2025Efficient Advisors LLC29,463$3.84M0.2%-13.6%0.401%
2/7/2025 Kendall Capital Management22,110$2.88M0.8%-1.1%0.301%
2/6/2025One Capital Management LLC16,056$2.09M0.1%-27.4%0.218%
2/6/2025Raymond James Financial Inc.9,853$1.29M0.0%N/A0.134%
2/6/2025 LVZ Inc.14,840$1.94M0.2%-12.0%0.202%
2/6/2025Smithfield Trust Co1,100$144K0.0%-47.0%0.015%
(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, 207 institutional investors and hedge funds held shares of iShares Micro-Cap ETF. The most heavily invested institutionals were 1832 Asset Management L.P. ($63.50M), Bank of America Corp DE ($29.78M), Corient Private Wealth LLC ($29.69M), Alesco Advisors LLC ($22.08M), Bank of Montreal Can ($17.81M), Wells Fargo & Company MN ($15.04M), and Sparta 24 Ltd. ($13.86M).Learn more on IWC's institutional investors.

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

Of the 160 institutional investors that purchased iShares Micro-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of Montreal Can ($178.36K), Sparta 24 Ltd. ($138.47K), TABR Capital Management LLC ($88.92K), Schoolcraft Capital LLC ($65.66K), Barclays PLC ($60.75K), Frank Rimerman Advisors LLC ($58.82K), and Heck Capital Advisors LLC ($57.44K).

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

Institutional investors have bought a total of 1,694,804 shares in the last 24 months. This purchase volume represents approximately $194.53M in transactions.

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

Of the 113 institutional investors that sold iShares Micro-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: One Capital Management LLC ($283.90K), Halbert Hargrove Global Advisors LLC ($94.80K), Avantax Advisory Services Inc. ($52.34K), Barclays PLC ($51.71K), Family Firm Inc. ($50.84K), 1832 Asset Management L.P. ($46.37K), and Dumont & Blake Investment Advisors LLC ($41.80K).

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

Institutional investors have sold a total of 1,110,963 shares in the last 24 months. This volume of shares sold represents approximately $127.19M in transactions.


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This page (NYSEARCA:IWC) was last updated on 5/3/2025 by MarketBeat.com Staff
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