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iShares Micro-Cap ETF (IWC) Institutional Ownership

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$112.74
-0.16 (-0.14%)
(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Micro-Cap ETF (NYSEARCA:IWC)

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$111.21M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$50.61M
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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
4/23/2024 Godsey & Gibb Inc.676$82K0.0%N/A0.009%
4/23/2024 Global Retirement Partners LLC2,250$273K0.0%-4.3%0.030%
4/23/2024 Wesbanco Bank Inc.1,735$210K0.0%-14.7%0.023%
4/19/2024 Level Financial Advisors12,067$1.46M0.7%-3.1%0.159%
4/18/2024 Compass Ion Advisors LLC4,097$497K0.1%+2.6%0.054%
4/17/2024 Dumont & Blake Investment Advisors LLC40,966$4.97M1.4%-0.5%0.539%
4/17/2024 Physician Wealth Advisors Inc.12,022$1.34M0.3%-4.6%0.158%
4/17/2024 Founders Financial Securities LLC4,343$526K0.1%+7.6%0.057%
4/16/2024 Noble Family Wealth LLC23,316$2.83M0.8%-18.2%0.307%
4/16/2024 Arkansas Financial Group Inc.84,209$10.21M1.8%-6.5%1.108%
4/15/2024 Wealthcare Advisory Partners LLC1,990$241K0.0%N/A0.026%
4/15/2024 Schoolcraft Capital LLC60,998$7.39M1.7%-1.0%0.803%
4/12/2024 Dynamic Advisor Solutions LLC16,180$1.96M0.1%-4.1%0.213%
4/12/2024 Doliver Advisors LP2,434$295K0.1%-11.3%0.032%
4/11/2024 O Connor Financial Group LLC2,845$345K0.2%-62.6%0.037%
4/10/2024 Park Avenue Securities LLC36,424$4.41M0.1%+7.0%0.479%
4/10/2024 Legacy Financial Group LLC4,636$562K0.1%N/A0.061%
4/10/2024 Bromfield Sneider Wealth Advisors4,060$492K0.3%+28.5%0.053%
4/9/2024 Mather Group LLC.639$74K0.0%N/A0.008%
4/5/2024 Summit Financial Group Inc.2,050$248K0.1%-25.5%0.025%
4/3/2024 Peoples Bank KS4,050$491K0.4%-21.2%0.050%
3/20/2024 Family Wealth Partners LLC2,942$341K0.3%N/A0.037%
2/23/2024 Arkansas Financial Group Inc.90,050$10.45M1.9%-17.8%1.119%
2/23/2024Chicago Partners Investment Group LLC74,799$8.38M0.4%-1.0%0.929%
2/15/2024Biltmore Family Office LLC7,033$816K0.2%+34.5%0.087%
2/14/2024Regal Investment Advisors LLC22,100$2.56M0.2%+2.6%0.275%
2/14/2024Sentinel Trust Co. LBA6,760$784K0.1%-66.1%0.084%
2/14/2024Frank Rimerman Advisors LLC49,453$5.74M1.2%+2.1%0.614%
2/13/2024Stephens Inc. AR26,727$3.10M0.1%-10.0%0.332%
2/13/20241832 Asset Management L.P.559,276$64.89M0.1%-4.1%6.948%
2/12/2024Capstone Investment Advisors LLC8,001$928K0.0%N/A0.099%
2/12/2024Parallel Advisors LLC825$96K0.0%-15.4%0.010%
2/9/2024Sepio Capital LP3,966$460K0.0%-17.2%0.049%
2/9/2024Eagle Global Advisors LLC1,750$203K0.0%N/A0.022%
2/9/2024Frazier Financial Advisors LLC879$102K0.1%N/A0.011%
2/9/2024L.M. Kohn & Company1,900$220K0.1%N/A0.024%
2/9/2024Corient Private Wealth LLC237,158$27.52M0.1%+1.3%2.946%
2/9/2024Wells Fargo & Company MN83,273$9.66M0.0%+4.4%1.034%
2/9/2024UBS Group AG64,394$7.47M0.0%-2.6%0.800%
2/8/2024Kingsview Wealth Management LLC11,691$1.36M0.0%+471.4%0.145%
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2/8/2024Efficient Advisors LLC49,225$5.71M0.4%-1.0%0.611%
2/8/2024Eagle Bay Advisors LLC711$82K0.1%-21.5%0.009%
2/7/2024Avantax Advisory Services Inc.147,928$17.16M0.2%-2.4%1.838%
2/7/2024One Capital Management LLC302,340$35.08M1.4%-6.3%3.756%
2/7/2024Johnson Investment Counsel Inc.30,321$3.52M0.0%-1.2%0.377%
2/7/2024Endowment Wealth Management Inc.5,517$640K0.5%+1.7%0.069%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management102,403$11.88M0.4%-9.8%1.272%
2/6/2024NTV Asset Management LLC4,010$465K0.1%-2.4%0.050%
2/6/2024WESCAP Management Group Inc.12,903$1.50M0.5%-9.8%0.160%
2/6/2024Axxcess Wealth Management LLC45,645$5.30M0.2%N/A0.567%
2/6/2024First Horizon Advisors Inc.1,532$178K0.0%-10.1%0.019%
2/2/2024Alesco Advisors LLC179,920$20.88M0.7%+4.2%2.235%
2/2/2024 TAP Consulting LLC5,432$630K0.2%-7.3%0.067%
2/1/2024Jackson Grant Investment Advisers Inc.5,065$588K0.3%+9.2%0.063%
2/1/2024 Powell Investment Advisors LLC715$83K0.0%N/A0.009%
1/31/2024WP Advisors LLC2,407$279K0.1%N/A0.030%
1/31/2024Institute for Wealth Management LLC.7,793$904K0.1%+60.0%0.097%
1/31/2024Gray Wealth Management Inc.1,936$225K0.1%N/A0.024%
1/30/2024Crescent Grove Advisors LLC2,770$321K0.0%-8.2%0.034%
1/30/2024Capital Analysts LLC7,599$882K0.0%-13.8%0.094%
1/29/2024Aire Advisors LLC24,051$2.79M0.7%-1.0%0.299%
1/26/2024Cerity Partners LLC2,830$328K0.0%N/A0.035%
1/26/2024Mutual of America Capital Management LLC45,256$5.25M0.1%+39.8%0.562%
1/26/2024Kendall Capital Management17,027$1.98M0.8%-20.7%0.212%
1/26/2024 Toth Financial Advisory Corp1,185$137K0.0%+2,270.0%0.015%
1/24/2024Allworth Financial LP1,216$141K0.0%-11.8%0.015%
1/24/2024 Halbert Hargrove Global Advisors LLC120,336$13.96M1.0%+8.9%1.495%
1/24/2024 Tempus Wealth Planning LLC2,182$253K0.1%N/A0.027%
1/24/2024 Compass Ion Advisors LLC3,995$464K0.1%-10.7%0.050%
1/24/2024Clear Creek Financial Management LLC2,412$280K0.0%N/A0.030%
1/23/2024WealthShield Partners LLC36,526$4.24M0.7%+3.6%0.454%
1/23/2024 LVZ Inc.18,849$2.19M0.3%N/A0.234%
1/23/2024 Level Financial Advisors Inc.12,456$1.45M0.7%-1.8%0.155%
1/22/2024 Clarus Wealth Advisors3,198$349K0.2%N/A0.040%
1/18/2024 Noble Family Wealth LLC28,512$3.31M1.0%-1.2%0.354%
1/17/2024 O Connor Financial Group LLC7,600$882K0.5%+4.0%0.094%
1/16/2024 Raymond James Financial Services Advisors Inc.3,341$388K0.0%+13.3%0.042%
1/16/2024 Acropolis Investment Management LLC2,080$241K0.0%-13.0%0.026%
1/12/2024Mutual Advisors LLC2,294$266K0.0%+9.8%0.028%
1/11/2024 Dynamic Advisor Solutions LLC16,869$1.89M0.1%-4.9%0.210%
1/5/2024 Bromfield Sneider Wealth Advisors3,160$367K0.2%+6.2%0.039%
1/4/2024 Peoples Bank KS5,140$596K0.5%+28.5%0.064%
1/3/2024 Doliver Advisors LP2,745$319K0.1%N/A0.034%
11/16/2023Creative Planning73,637$7.37M0.0%-4.5%0.915%
11/15/2023Lido Advisors LLC5,085$509K0.0%+71.8%0.063%
11/14/2023Ancora Advisors LLC4,242$425K0.0%-10.0%0.053%
11/14/2023Private Advisory Group LLC7,987$799K0.2%+1.8%0.099%
11/13/2023Mariner LLC10,286$1.03M0.0%-9.8%0.128%
11/13/2023Regal Investment Advisors LLC21,540$2.16M0.2%-1.0%0.268%
11/13/2023Provence Wealth Management Group550$55K0.0%N/A0.007%
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11/13/2023Envestnet Asset Management Inc.43,612$4.37M0.0%-3.2%0.542%
11/13/2023Wealthsource Partners LLC2,380$238K0.0%-9.0%0.030%
11/13/2023Kestra Advisory Services LLC5,329$533K0.0%+27.5%0.066%
11/13/2023Johnson Investment Counsel Inc.30,701$3.07M0.0%-14.8%0.381%
11/9/2023Montag A & Associates Inc.670$67K0.0%+50.6%0.008%
11/9/2023One Capital Management LLC322,671$32.30M1.4%+8.3%4.008%
11/9/2023Mutual of America Capital Management LLC32,374$3.24M0.0%-5.6%0.402%
11/9/2023UBS Group AG66,136$6.62M0.0%+1.8%0.822%
11/8/2023HighTower Advisors LLC104,894$10.52M0.0%+33.6%1.303%
11/8/2023Charles Schwab Investment Management Inc.52,060$5.21M0.0%N/A0.647%
(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, 179 institutional investors and hedge funds held shares of iShares Micro-Cap ETF. The most heavily invested institutionals were 1832 Asset Management L.P. ($64.89M), Bank of America Corp DE ($46.19M), One Capital Management LLC ($35.08M), Corient Private Wealth LLC ($27.52M), Alesco Advisors LLC ($20.88M), Bank of Montreal Can ($19.98M), and Avantax Advisory Services Inc. ($17.16M).Learn more on IWC's institutional investors.

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

Of the 142 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 ($221.66K), Sparta 24 Ltd. ($138.47K), Balasa Dinverno & Foltz LLC ($106.26K), One Capital Management LLC ($96.10K), Schoolcraft Capital LLC ($61.56K), Barclays PLC ($60.75K), and Alesco Advisors LLC ($55.80K).

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

Institutional investors have bought a total of 1,839,435 shares in the last 24 months. This purchase volume represents approximately $201.84M in transactions.

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

Of the 111 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: Envestnet Asset Management Inc. ($122.13K), Halbert Hargrove Global Advisors LLC ($97.20K), Stephens Inc. AR ($89.76K), Marquette Asset Management LLC ($57.04K), Barclays PLC ($51.71K), Efficient Advisors LLC ($38.72K), and Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($38.59K).

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

Institutional investors have sold a total of 1,003,392 shares in the last 24 months. This volume of shares sold represents approximately $112.65M in transactions.


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This page (NYSEARCA:IWC) was last updated on 4/25/2024 by MarketBeat.com Staff

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