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iShares Micro-Cap ETF (IWC) Institutional Ownership

iShares Micro-Cap ETF logo
$117.88 -0.15 (-0.13%)
As of 05/23/2025 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)
108
Total
Institutional Inflows
(last 12 months)
$94.13M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$88.80M
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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
5/20/2025 Focus Partners Wealth5,036$559K0.0%+6.7%0.074%
5/19/2025 Jane Street Group LLC22,012$2.44M0.0%N/A0.321%
5/16/2025 Goldman Sachs Group Inc.19,016$2.11M0.0%+37.2%0.278%
5/16/2025 Jones Financial Companies Lllp275$31K0.0%-96.5%0.004%
5/16/2025 Integrated Wealth Concepts LLC1,865$207K0.0%-10.8%0.027%
5/16/2025 AQR Capital Management LLC5,607$622K0.0%+3.2%0.082%
5/16/2025 Ancora Advisors LLC3,003$333K0.0%-10.5%0.044%
5/15/2025 Focus Partners Advisor Solutions LLC4,671$518K0.0%+17.5%0.068%
5/15/2025 Royal Bank of Canada52,751$5.85M0.0%-22.9%0.770%
5/15/2025 MAI Capital Management471$52K0.0%+24.6%0.007%
5/14/2025 Comerica Bank413$46K0.0%-27.9%0.006%
5/14/2025 Northwestern Mutual Wealth Management Co.413$46K0.0%N/A0.006%
5/14/2025 Kestra Advisory Services LLC20,291$2.25M0.0%+1.7%0.296%
5/14/2025 1832 Asset Management L.P.545,890$60.55M0.1%+12.7%7.969%
5/14/2025 Summit Financial LLC5,518$612K0.0%N/A0.081%
5/13/2025 SFI Advisors LLC12,148$1.35M1.0%+1.6%0.177%
5/13/2025 Finley Financial LLC34,380$3.83M2.1%+0.7%0.502%
5/13/2025 WESCAP Management Group Inc.5,627$624K0.2%-33.6%0.082%
5/13/2025 HighTower Advisors LLC19,460$2.16M0.0%+1.5%0.284%
5/12/2025 Biltmore Family Office LLC8,538$947K0.2%-2.8%0.125%
5/12/2025 Frank Rimerman Advisors LLC55,529$6.16M0.5%-2.1%0.811%
5/12/2025 Alesco Advisors LLC60,282$6.69M0.2%-64.4%0.880%
5/9/2025 Chicago Partners Investment Group LLC89,183$9.93M0.3%+7.0%1.302%
5/9/2025 WealthShield Partners LLC29,421$3.26M0.4%+0.6%0.430%
5/9/2025 Endowment Wealth Management Inc.11,571$1.28M0.8%+18.6%0.169%
5/9/2025 Atria Wealth Solutions Inc.2,337$259K0.0%-59.2%0.034%
5/8/2025 TIAA Trust National Association2,511$278K0.0%-4.3%0.037%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management114,362$12.68M0.3%+11.6%1.670%
5/8/2025 Private Advisory Group LLC77,254$8.57M1.0%+76.4%1.128%
5/8/2025 Modera Wealth Management LLC7,987$886K0.0%-4.4%0.117%
5/7/2025 KFA Private Wealth Group LLC2,287$254K0.1%N/A0.033%
5/7/2025 LPL Financial LLC51,600$5.72M0.0%-22.1%0.753%
5/7/2025 Texas Yale Capital Corp.17,647$1.96M0.1%+34.7%0.258%
5/7/2025 Angeles Wealth Management LLC944$105K0.0%-19.9%0.014%
5/6/2025 Cetera Investment Advisers29,105$3.23M0.0%-17.6%0.425%
5/6/2025 Avantax Advisory Services Inc.79,017$8.76M0.1%+8.6%1.154%
5/6/2025 AE Wealth Management LLC315$35K0.0%N/A0.005%
5/6/2025 Efficient Advisors LLC23,583$2.62M0.2%-20.0%0.344%
5/5/2025 IFP Advisors Inc990$110K0.0%+71.9%0.014%
5/1/2025 Sentinel Trust Co. LBA59,260$6.57M0.8%+3.1%0.841%
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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%
3/19/2025 M1 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%
3/3/2025 American Investment Services Inc.1,656$216K0.0%N/A0.023%
2/26/2025 Discipline Wealth Solutions LLC2,672$348K0.2%-6.1%0.037%
2/25/2025 Heck Capital Advisors LLC28,722$3.75M0.2%N/A0.393%
2/20/2025 Forum Financial Management LP1,585$207K0.0%N/A0.022%
2/18/2025 Focus Partners Advisor Solutions LLC3,977$519K0.0%-18.7%0.054%
2/17/2025 Two Sigma Investments LP21,000$2.74M0.0%+400.0%0.286%
2/17/2025 Guardian Wealth Advisors LLC NC640$83K0.0%+55.3%0.009%
2/17/2025 Focus Partners Wealth4,718$615K0.0%+22.8%0.064%
2/17/2025 Clark Capital Management Group Inc.16,683$2.18M0.0%-32.9%0.227%
2/17/2025 Cetera Investment Advisers35,323$4.61M0.0%+14.4%0.481%
2/17/2025 Capstone Investment Advisors LLC8,401$1.10M0.0%+5.0%0.114%
2/17/2025 Cardiff Park Advisors LLC2,773$362K0.0%-9.8%0.038%
2/17/2025 Bank of America Corp DE228,422$29.78M0.0%-0.4%3.108%
2/17/2025 Aptus Capital Advisors LLC730$95K0.0%+77.2%0.010%
2/14/2025 Mercer Global Advisors Inc. ADV9,644$1.26M0.0%-1.9%0.131%
2/14/2025 Comerica Bank573$75K0.0%+38.7%0.008%
2/14/2025 Lido Advisors LLC5,094$664K0.0%-8.1%0.069%
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2/14/2025 Integrated Wealth Concepts LLC2,090$272K0.0%N/A0.028%
2/14/2025 Stifel Financial Corp25,807$3.37M0.0%+21.0%0.351%
2/14/2025 Forum Financial Management LP1,585$207K0.0%N/A0.022%
2/13/2025 NewEdge Advisors LLC5,793$755K0.0%+9,555.0%0.079%
2/13/2025 Stonehaven Wealth & Tax Solutions LLC1,646$215K0.2%N/A0.022%
2/13/2025 Regal Investment Advisors LLC23,434$3.06M0.2%+2.3%0.319%
2/13/2025 Belpointe Asset Management LLC23,441$2.91M0.2%+2.7%0.319%
2/13/2025 Mariner LLC7,546$984K0.0%-2.3%0.103%
2/13/2025 Kennedy Capital Management LLC1,701$222K0.0%N/A0.023%
2/13/2025 Bessemer Group Inc.248$32K0.0%N/A0.003%
(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, 215 institutional investors and hedge funds held shares of iShares Micro-Cap ETF. The most heavily invested institutionals were 1832 Asset Management L.P. ($60.55M), Bank of America Corp DE ($29.78M), Corient Private Wealth LLC ($29.69M), Bank of Montreal Can ($17.81M), Wells Fargo & Company MN ($15.04M), Sparta 24 Ltd. ($13.86M), and Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($12.68M).Learn more on IWC's institutional investors.

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

Of the 166 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. ($104.99K), TABR Capital Management LLC ($88.92K), 1832 Asset Management L.P. ($84.89K), Schoolcraft Capital LLC ($65.66K), Barclays PLC ($60.75K), 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 1,711,752 shares in the last 24 months. This purchase volume represents approximately $197.35M in transactions.

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

Of the 121 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), Alesco Advisors LLC ($118.29K), Halbert Hargrove Global Advisors LLC ($94.80K), Avantax Advisory Services Inc. ($52.34K), Barclays PLC ($51.71K), Family Firm Inc. ($50.84K), and 1832 Asset Management L.P. ($46.37K).

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

Institutional investors have sold a total of 1,236,767 shares in the last 24 months. This volume of shares sold represents approximately $141.41M in transactions.


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This page (NYSEARCA:IWC) was last updated on 5/25/2025 by MarketBeat.com Staff
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