iShares Micro-Cap ETF (IWC) Institutional Ownership

$198.64 +2.07 (+1.05%)

As of 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 141
Total Institutional Inflows (last 12 months): $218.28M

Number of Institutional Sellers (last 12 months): 86
Total Institutional Outflows (last 12 months): $39.09M

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.

IWC Institutional Buying and Selling by Quarter

iShares Micro-Cap ETF Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/22/2026	Tassel Capital Management Inc.	1,196	$239K	0.1%	N/A	0.016%
8/21/2026	EMC Capital Management	11,741	$2.35M	0.9%	N/A	0.153%
8/21/2026	XML Financial LLC	3,748	$750K	0.1%	+103.9%	0.049%
7/10/2026	Doliver Advisors LP	3,210	$642K	0.1%	+59.8%	0.042%
7/10/2026	Peoples Bank KS	3,750	$750K	0.7%	-6.3%	0.049%
7/10/2026	Camelot Technology Advisors Inc.	18,894	$3.78M	2.5%	+0.7%	0.249%
7/10/2026	Wealthcare Advisory Partners LLC	1,293	$259K	0.0%	N/A	0.017%
7/8/2026	Finley Financial LLC	32,170	$6.44M	2.6%	-0.2%	0.423%
7/8/2026	Evanson Financial LLC	14,272	$2.86M	0.1%	N/A	0.188%
7/8/2026	Eclectic Associates Inc. ADV	5,262	$1.05M	0.1%	+3.8%	0.069%
Get the Latest News and Ratings for IWC and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for iShares Micro-Cap ETF and its competitors with MarketBeat's FREE daily newsletter.
7/7/2026	CoreCap Advisors LLC	1,313	$263K	0.0%	-15.6%	0.017%
6/3/2026	NewEdge Advisors LLC	12,703	$2.03M	0.0%	+523.9%	0.167%
5/29/2026	Mullaney Keating & Wright Inc.	2,706	$432K	0.2%	+42.7%	0.036%
5/19/2026	Bank of America Corp DE	235,188	$37.54M	0.0%	+10.5%	3.095%
5/19/2026	Genesis Financial Group LLC	11,300	$1.80M	1.1%	+158.3%	0.149%
5/19/2026	Arkadios Wealth Advisors	1,332	$213K	0.0%	N/A	0.018%
5/18/2026	Royal Bank of Canada	32,666	$5.21M	0.0%	+8.2%	0.430%
5/16/2026	Quantinno Capital Management LP	7,422	$1.19M	0.0%	+35.2%	0.098%
5/14/2026	Rockbridge Investment Management LCC	12,669	$2.02M	0.2%	-4.8%	0.167%
5/14/2026	Lido Advisors LLC	8,965	$1.43M	0.0%	+43.3%	0.118%
5/13/2026	Cetera Investment Advisers	108,219	$17.27M	0.0%	+14.3%	1.424%
5/13/2026	Sachem Hill LLC	60,448	$9.65M	1.9%	-1.0%	0.795%
5/13/2026	Alesco Advisors LLC An ESL Co	41,820	$6.68M	0.2%	-3.8%	0.550%
5/8/2026	PNC Financial Services Group Inc.	891	$142K	0.0%	-6.6%	0.012%
5/7/2026	Sentinel Trust Co. LBA	68,106	$10.87M	1.1%	+28.6%	0.896%
5/7/2026	Crescent Grove Advisors LLC	1,716	$274K	0.0%	-17.9%	0.023%
5/6/2026	Allspring Global Investments Holdings LLC	951	$154K	0.0%	N/A	0.013%
5/5/2026	Bank of New York Mellon Corp	2,091	$334K	0.0%	-12.2%	0.028%
5/5/2026	Robinson Value Management Ltd.	9,265	$1.48M	0.8%	N/A	0.122%
5/5/2026	Geneos Wealth Management Inc.	754	$120K	0.0%	-94.3%	0.010%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	140,664	$22.45M	0.4%	-3.7%	1.851%
5/4/2026	Chicago Partners Investment Group LLC	99,610	$15.90M	0.3%	+4.4%	1.311%
5/1/2026	Fifth Third Bancorp	392	$63K	0.0%	+1,206.7%	0.005%
5/1/2026	WealthShield Partners LLC	23,076	$3.68M	0.4%	+2.0%	0.304%
5/1/2026	Simplicity Wealth LLC	5,669	$905K	0.1%	N/A	0.074%
4/30/2026	First Horizon Corp	1,595	$255K	0.0%	-21.0%	0.021%
4/30/2026	Kestra Advisory Services LLC	5,887	$940K	0.0%	-3.5%	0.077%
4/30/2026	Efficient Advisors LLC	16,006	$2.56M	0.2%	-8.4%	0.209%
4/30/2026	Frank Rimerman Advisors LLC	47,168	$7.53M	0.5%	-3.3%	0.617%
4/29/2026	Capstone Wealth Management Group LLC	14,930	$2.38M	1.0%	N/A	0.195%
The REAL Reason Trump is Invading Iran (Ad) For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason. Click here to find out what it is.
4/29/2026	Integrated Advisors Network LLC	1,456	$232K	0.0%	-4.1%	0.019%
4/29/2026	Sage Rhino Capital LLC	3,075	$491K	0.1%	+85.5%	0.040%
4/29/2026	Dumont & Blake Investment Advisors LLC	38,922	$6.21M	1.6%	-4.3%	0.509%
4/28/2026	Whittier Trust Co. of Nevada Inc.	164,721	$26.90M	0.6%	+134.6%	2.153%
4/28/2026	Whittier Trust Co.	323,937	$52.90M	0.6%	+168.8%	4.234%
4/25/2026	Keybank National Association OH	3,377	$539K	0.0%	-8.5%	0.044%
4/25/2026	Physician Wealth Advisors Inc.	7,743	$1.24M	0.2%	-2.2%	0.100%
4/24/2026	Harbor Investment Advisory LLC	170	$27K	0.0%	+325.0%	0.002%
4/23/2026	Noble Family Wealth LLC	20,998	$3.35M	0.7%	-1.5%	0.271%
4/22/2026	Janney Montgomery Scott LLC	2,046	$327K	0.0%	N/A	0.026%
4/20/2026	Factor Wealth Management LTD	2,051	$327K	0.1%	+4.8%	0.027%
4/17/2026	Halbert Hargrove Global Advisors LLC	84,985	$13.56M	0.7%	-2.6%	1.126%
4/17/2026	Ballentine Capital Advisors Inc	1,262	$202K	0.1%	N/A	0.017%
4/17/2026	Ocean Park Asset Management LLC	2,837	$453K	0.0%	N/A	0.038%
4/17/2026	XML Financial LLC	1,838	$293K	0.0%	N/A	0.024%
3/17/2026	Rockefeller Capital Management L.P.	992	$156K	0.0%	-11.2%	0.013%
3/9/2026	Corient Private Wealth LLC	177,674	$28.02M	0.0%	+18.5%	2.307%
3/9/2026	EMC Capital Management	11,741	$1.85M	0.8%	N/A	0.152%
2/20/2026	Sunbelt Securities Inc.	1,559	$246K	0.0%	N/A	0.020%
2/19/2026	Corient Private Wealth LLC	177,674	$28.02M	0.0%	+18.5%	2.307%
2/18/2026	Ameriflex Group Inc.	485	$76K	0.0%	N/A	0.006%
2/18/2026	Mercer Global Advisors Inc. ADV	3,924	$619K	0.0%	-12.7%	0.051%
2/18/2026	Beacon Pointe Advisors LLC	16,051	$2.53M	0.0%	N/A	0.208%
2/18/2026	NewEdge Advisors LLC	2,036	$321K	0.0%	+1,257.3%	0.026%
2/18/2026	Crusonia Wealth Advisors LLC	2,396	$378K	0.1%	N/A	0.031%
2/18/2026	IHT Wealth Management LLC	1,406	$222K	0.0%	N/A	0.018%
2/17/2026	Integrated Advisors Network LLC	1,518	$239K	0.0%	N/A	0.020%
2/17/2026	AQR Capital Management LLC	7,270	$1.15M	0.0%	+12.4%	0.094%
2/17/2026	Cetera Investment Advisers	94,699	$14.93M	0.0%	-1.6%	1.230%
2/17/2026	FIL Ltd	61,271	$9.66M	0.0%	+1,350.9%	0.796%
2/17/2026	Regal Investment Advisors LLC	21,663	$3.42M	0.2%	-5.7%	0.281%
2/17/2026	Osaic Holdings Inc.	19,304	$3.05M	0.0%	+35.0%	0.251%
2/17/2026	Captrust Financial Advisors	5,722	$902K	0.0%	+4.6%	0.074%
2/17/2026	Blair William & Co. IL	355	$56K	0.0%	N/A	0.005%
2/17/2026	Royal Bank of Canada	30,179	$4.76M	0.0%	+9.1%	0.392%
2/17/2026	Rice Hall James & Associates LLC	28,750	$4.53M	0.2%	N/A	0.373%
2/16/2026	MML Investors Services LLC	6,320	$997K	0.0%	+80.5%	0.082%
2/16/2026	Mariner LLC	6,919	$1.09M	0.0%	-12.1%	0.090%
2/16/2026	Cornerstone Financial Management LLC	1,328	$209K	0.2%	N/A	0.017%
2/16/2026	Arax Advisory Partners	804	$127K	0.0%	N/A	0.010%
2/13/2026	Kestra Advisory Services LLC	6,103	$962K	0.0%	+7.4%	0.079%
2/13/2026	Johnson Investment Counsel Inc.	25,588	$4.04M	0.0%	-1.2%	0.332%
2/13/2026	Stifel Financial Corp	1,339	$211K	0.0%	N/A	0.017%
2/13/2026	Integrated Wealth Concepts LLC	1,356	$214K	0.0%	-9.4%	0.018%
2/13/2026	Wells Fargo & Company MN	96,886	$15.28M	0.0%	+4.1%	1.258%
2/13/2026	Wealthspire Advisors LLC	1,643	$259K	0.0%	-49.9%	0.021%
2/13/2026	Summit Financial LLC	1,380	$218K	0.0%	-53.4%	0.018%
2/13/2026	M1 Capital Management LLC	15,309	$2.41M	1.0%	-6.5%	0.199%
2/12/2026	HRT Financial LP	4,601	$725K	0.0%	+9.7%	0.060%
2/12/2026	Litman Gregory Wealth Management LLC	294	$46K	0.0%	N/A	0.004%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad) Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now. See which companies control the supply chain behind this emerging tech
2/12/2026	Commonwealth Equity Services LLC	17,158	$2.71M	0.0%	-6.9%	0.223%
2/12/2026	Sachem Hill LLC	61,034	$9.63M	1.9%	-0.4%	0.793%
2/12/2026	Steward Partners Investment Advisory LLC	407	$64K	0.0%	-76.5%	0.005%
2/12/2026	Granite Investment Partners LLC	360	$57K	0.0%	N/A	0.005%
2/12/2026	Bank of Montreal Can	114,239	$18.02M	0.0%	-1.5%	1.484%
2/12/2026	William Allan Corp	1,374	$217K	0.1%	N/A	0.018%
2/11/2026	Simplex Trading LLC	1,233	$194K	0.0%	+608.6%	0.016%
2/11/2026	Focus Partners Advisor Solutions LLC	3,015	$476K	0.0%	-16.3%	0.039%
2/11/2026	Cerity Partners LLC	1,327	$209K	0.0%	-5.2%	0.017%
2/11/2026	LPL Financial LLC	112,004	$17.66M	0.0%	-3.4%	1.455%

IWC Institutional Ownership - Frequently Asked Questions

During the previous two years, 259 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 214 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 1,387,895 shares in the last 24 months. This purchase volume represents approximately $218.28M in transactions.

Of the 86 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 ($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), TABR Capital Management LLC ($9.63K), and WealthShield Partners LLC ($7.48K).

Institutional investors have sold a total of 259,954 shares in the last 24 months. This volume of shares sold represents approximately $39.09M in transactions.

Related Companies

First Trust Dow Jones Select MicroCap Index Fund Institutional Ownership

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 8/22/2026. New 13F filings are added each quarter as they're published.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

iShares Micro-Cap ETF (IWC) Institutional Ownership

IWC Institutional Buying and Selling by Quarter

iShares Micro-Cap ETF Major Shareholders & Ownership History

IWC Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

iShares Micro-Cap ETF (IWC) Institutional Ownership

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

IWC Institutional Buying and Selling by Quarter

iShares Micro-Cap ETF Major Shareholders & Ownership History

IWC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWC shares?

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

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

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

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools