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iShares Micro-Cap ETF (IWC) Institutional Ownership

iShares Micro-Cap ETF logo
$187.96 -0.47 (-0.25%)
As of 02:35 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)
145
Total
Institutional Inflows
(last 12 months)
$219.52M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$59.67M
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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
9/9/2026 Tortoise Investment Management LLC2,859$572K0.0%-3.7%0.037%
9/9/2026 Integrated Wealth Concepts LLC3,592$719K0.0%+29.6%0.047%
9/9/2026 NewEdge Advisors LLC13,239$2.65M0.0%+4.2%0.173%
9/8/2026 Allworth Financial LP7,391$1.48M0.0%+58.0%0.097%
9/8/2026 Powerhouse Assets LLC1,072$215K0.2%N/A0.014%
9/8/2026 Bank OZK1,029$206K0.1%N/A0.013%
8/28/2026 Cornerstone Financial Management LLC1,100$220K0.2%-5.3%0.014%
8/27/2026 Corient Private Wealth LP68,944$13.79M0.0%-59.9%0.901%
8/22/2026 Tassel Capital Management Inc.1,196$239K0.1%N/A0.016%
8/21/2026 EMC Capital Management11,741$2.35M0.9%N/A0.153%
8/21/2026 XML Financial LLC3,748$750K0.1%+103.9%0.049%
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%
6/3/2026 NewEdge 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%
5/19/2026 Bank of America Corp DE235,188$37.54M0.0%+10.5%3.095%
5/19/2026 Genesis Financial Group LLC11,300$1.80M1.1%+158.3%0.149%
5/19/2026 Arkadios Wealth Advisors1,332$213K0.0%N/A0.018%
5/18/2026 Royal Bank of Canada32,666$5.21M0.0%+8.2%0.430%
5/16/2026 Quantinno Capital Management LP7,422$1.19M0.0%+35.2%0.098%
5/14/2026 Rockbridge Investment Management LCC12,669$2.02M0.2%-4.8%0.167%
5/14/2026 Lido Advisors LLC8,965$1.43M0.0%+43.3%0.118%
5/13/2026 Cetera Investment Advisers108,219$17.27M0.0%+14.3%1.424%
5/13/2026 Sachem Hill LLC60,448$9.65M1.9%-1.0%0.795%
5/13/2026 Alesco Advisors LLC An ESL Co41,820$6.68M0.2%-3.8%0.550%
5/8/2026 PNC 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%
5/7/2026 Crescent Grove Advisors LLC1,716$274K0.0%-17.9%0.023%
5/6/2026 Allspring Global Investments Holdings LLC951$154K0.0%N/A0.013%
5/5/2026 Bank of New York Mellon Corp2,091$334K0.0%-12.2%0.028%
5/5/2026 Robinson Value Management Ltd.9,265$1.48M0.8%N/A0.122%
5/5/2026 Geneos 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%
5/4/2026 Chicago Partners Investment Group LLC99,610$15.90M0.3%+4.4%1.311%
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5/1/2026 Fifth Third Bancorp392$63K0.0%+1,206.7%0.005%
5/1/2026 WealthShield Partners LLC23,076$3.68M0.4%+2.0%0.304%
5/1/2026 Simplicity 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%
4/29/2026 Capstone Wealth Management Group LLC14,930$2.38M1.0%N/A0.195%
4/29/2026 Integrated Advisors Network LLC1,456$232K0.0%-4.1%0.019%
4/29/2026 Sage Rhino Capital LLC3,075$491K0.1%+85.5%0.040%
4/29/2026 Dumont & Blake Investment Advisors LLC38,922$6.21M1.6%-4.3%0.509%
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%
4/23/2026 Noble Family Wealth LLC20,998$3.35M0.7%-1.5%0.271%
4/22/2026 Janney 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%
3/17/2026 Rockefeller Capital Management L.P.992$156K0.0%-11.2%0.013%
3/9/2026 Corient 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%
2/19/2026 Corient Private Wealth LLC177,674$28.02M0.0%+18.5%2.307%
2/18/2026 Ameriflex Group Inc.485$76K0.0%N/A0.006%
2/18/2026 Mercer Global Advisors Inc. ADV3,924$619K0.0%-12.7%0.051%
2/18/2026 Beacon Pointe Advisors LLC16,051$2.53M0.0%N/A0.208%
2/18/2026 NewEdge Advisors LLC2,036$321K0.0%+1,257.3%0.026%
2/18/2026 Crusonia Wealth Advisors LLC2,396$378K0.1%N/A0.031%
2/18/2026 IHT Wealth Management LLC1,406$222K0.0%N/A0.018%
2/17/2026 Integrated Advisors Network LLC1,518$239K0.0%N/A0.020%
2/17/2026 AQR Capital Management LLC7,270$1.15M0.0%+12.4%0.094%
2/17/2026 Cetera Investment Advisers94,699$14.93M0.0%-1.6%1.230%
2/17/2026 FIL Ltd61,271$9.66M0.0%+1,350.9%0.796%
2/17/2026 Regal Investment Advisors LLC21,663$3.42M0.2%-5.7%0.281%
2/17/2026 Osaic Holdings Inc.19,304$3.05M0.0%+35.0%0.251%
2/17/2026 Captrust Financial Advisors5,722$902K0.0%+4.6%0.074%
2/17/2026 Blair William & Co. IL355$56K0.0%N/A0.005%
2/17/2026 Royal Bank of Canada30,179$4.76M0.0%+9.1%0.392%
2/17/2026 Rice Hall James & Associates LLC28,750$4.53M0.2%N/A0.373%
2/16/2026 MML Investors Services LLC6,320$997K0.0%+80.5%0.082%
2/16/2026 Mariner LLC6,919$1.09M0.0%-12.1%0.090%
2/16/2026 Cornerstone Financial Management LLC1,328$209K0.2%N/A0.017%
2/16/2026 Arax 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%
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2/13/2026 Stifel Financial Corp1,339$211K0.0%N/A0.017%
2/13/2026 Integrated Wealth Concepts LLC1,356$214K0.0%-9.4%0.018%
2/13/2026 Wells Fargo & Company MN96,886$15.28M0.0%+4.1%1.258%
2/13/2026 Wealthspire Advisors LLC1,643$259K0.0%-49.9%0.021%
2/13/2026 Summit Financial LLC1,380$218K0.0%-53.4%0.018%
2/13/2026 M1 Capital Management LLC15,309$2.41M1.0%-6.5%0.199%
2/12/2026 HRT 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%
2/12/2026 Sachem Hill LLC61,034$9.63M1.9%-0.4%0.793%


IWC Institutional Ownership - Frequently Asked Questions

During the previous two years, 262 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), Yeomans Consulting Group Inc. ($66.72K), 1832 Asset Management L.P. ($61.66K), Heck Capital Advisors LLC ($57.44K), and FIL Ltd ($57.05K).

Institutional investors have bought a total of 1,394,066 shares in the last 24 months. This purchase volume represents approximately $219.52M in transactions.

Of the 88 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 LP ($103.08K), Corient Private Wealth LLC ($38.82K), UBS Group AG ($30.78K), Bank of Montreal Can ($19.13K), Geneos Wealth Management Inc. ($12.39K), One Capital Management LLC ($9.78K), and TABR Capital Management LLC ($9.63K).

Institutional investors have sold a total of 362,643 shares in the last 24 months. This volume of shares sold represents approximately $59.67M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IWC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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