iShares Micro-Cap ETFIWCETF

13F holders, Q2 2026 (June 30)
273holders +6
33new positions
29sold out
3famous investors
$199.47avg. 13F price*

At the end of Q2 2026, 273 institutions reported holding iShares Micro-Cap ETF (IWC) in their 13F filings, up 6 from Q1 2026. 33 opened new positions and 29 sold out. The largest holders were 1832 Asset Management L.P. ($82.4M), Whittier Trust Co. ($69.1M) and Goldman Sachs Group Inc. ($62.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares Micro-Cap ETF
CUSIP
464288869
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 207Q1 2024Q2 2024: 203Q2 2024Q3 2024: 222Q3 2024Q4 2024: 238Q4 2024Q1 2025: 209Q1 2025Q2 2025: 207Q2 2025Q3 2025: 227Q3 2025Q4 2025: 259Q4 2025Q1 2026: 267Q1 2026Q2 2026: 273Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions33$11.0M
Exits29$16.5M

All 13F filers, Q1 2026 → Q2 2026: 351,588 shares bought and 482,076 shares sold, net −130,488 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 273 holders

1832 Asset Management L.P. 0.10% Reduce -7.9% 411,765 $82.4M
Whittier Trust Co. 0.68% Add +7.4% 347,840 $69.1M
Goldman Sachs Group Inc. 0.01% Reduce -1.9% 312,964 $62.6M
Bank of America Corp. 0.00% Add +10.7% 260,405 $52.1M
Whittier Trust Co. of Nevada Inc. 0.65% Add +7.7% 177,475 $34.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.41% Add +0.1% 140,737 $28.2M
Wells Fargo & Company 0.00% Add +13.2% 137,513 $27.5M
Morgan Stanley 0.00% Add +7.5% 132,390 $26.5M
Cetera Investment Advisers 0.02% Reduce -1.6% 106,545 $21.3M
Bank of Montreal 0.01% Reduce -5.3% 105,227 $21.0M
Chicago Partners Investment Group LLC 0.38% Reduce -0.1% 99,464 $18.8M
Halbert Hargrove Global Advisors, LLC 0.72% Reduce -3.1% 82,329 $16.5M
Wellington Management Group LLP 0.00% Add +0.1% 76,400 $15.3M
Merit Financial Group, LLC 0.09% Add +70.1% 73,262 $14.7M
Corient Private Wealth LP 0.02% Reduce -59.9% 68,944 $13.8M
Assetmark, Inc. 0.02% Add +98346.1% 63,990 $12.8M
TABR Capital Management, LLC 10.07% Add +141.6% 59,092 $11.8M
Sachem Hill LLC 2.08% Reduce -3.2% 58,503 $11.7M
Envestnet Asset Management Inc. 0.00% Add +2.2% 57,960 $11.6M
LPL Financial LLC 0.00% Reduce -46.0% 57,769 $11.6M
Sentinel Trust Co. Lba 0.97% Reduce -20.0% 54,480 $10.9M
Creative Planning 0.01% Reduce -0.1% 53,032 $10.6M
Park Avenue Securities LLC 0.06% Add +4.6% 51,702 $10.3M
UBS Group AG 0.00% Add +0.4% 50,039 $10.0M
Baker Avenue Asset Management, LP 0.19% Add +2.4% 49,177 $9.8M
Arkansas Financial Group, Inc. 1.25% Reduce -6.5% 47,956 $9.6M
Smith, Moore & Co. 0.61% Reduce -1.2% 47,010 $9.4M
Frank, Rimerman Advisors LLC 0.53% Reduce -0.3% 47,005 $9.4M
Raymond James Financial Inc. 0.00% Add +6.1% 44,591 $8.9M
Alesco Advisors, LLC, An ESL Co 0.18% Reduce -6.4% 39,139 $7.8M
Dumont & Blake Investment Advisors LLC 1.74% Reduce -0.8% 38,621 $7.7M
JPMorgan Chase & Co. 0.00% Reduce -1.9% 38,140 $7.6M
Michelson Medical Research Foundation, Inc. 6.54% No change 35,385 $7.1M
Johnson Investment Counsel Inc. 0.05% Add +28.3% 33,968 $6.8M
Finley Financial, LLC 2.59% Reduce -0.3% 32,170 $6.4M
FIL Ltd 0.00% No change 31,271 $6.3M
Piedmont Capital Management, LLC 3.12% Add +28.9% 30,801 $6.2M
Susquehanna International Group, LLP 0.01% Reduce -32.8% 30,357 $6.1M
Citadel Advisors 0.00% Reduce -24.4% 27,251 $5.5M
Royal Bank of Canada 0.00% Reduce -24.8% 24,558 $4.9M
Regal Investment Advisors LLC 0.22% Reduce -2.5% 21,112 $4.2M
Noble Family Wealth, LLC 0.75% No change 20,998 $4.2M
Kennedy Capital Management LLC 0.07% Add +355.7% 20,675 $4.1M
Osaic Holdings, Inc. 0.00% Add +5.4% 20,630 $4.1M
Institute for Wealth Management, LLC. 0.35% No change 20,048 $4.0M
Stephens Inc. 0.04% Reduce -0.5% 18,938 $3.8M
Camelot Technology Advisors, Inc. 2.58% Add +0.7% 18,894 $3.8M
Jones Financial Companies LLLP 0.00% Add +46.7% 18,632 $3.6M
Texas Yale Capital Corp. 0.08% Add +1.2% 18,117 $3.6M
O'shaughnessy Asset Management, LLC 0.02% Reduce -1.0% 18,041 $3.6M
Weber Capital Management LLC 3.06% No change 17,983 $3.6M
Kendall Capital Management 0.57% Reduce -0.9% 17,252 $3.5M
Evanson Financial, LLC 0.14% — 14,272 $2.9M
Indiana Trust & Investment Management Co 0.76% No change 13,830 $2.8M
NewEdge Advisors, LLC 0.01% Add +4.2% 13,239 $2.6M
HighTower Advisors, LLC 0.00% Reduce -26.9% 12,981 $2.6M
M1 Capital Management LLC 0.95% Reduce -11.3% 12,909 $2.6M
Genesis Financial Group, LLC 1.57% Add +6.6% 12,050 $2.4M
EMC Capital Management 0.93% — 11,741 $2.3M
Endowment Wealth Management, Inc. 0.90% Add +4.8% 11,587 $2.3M
Rockbridge Investment Management, LCC 0.19% Reduce -8.9% 11,547 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -59.7% 11,450 $2.3M
Connors Investor Services Inc. 0.19% Add +35.2% 10,780 $2.2M
GHP Investment Advisors, Inc. 0.08% Reduce -2.1% 10,704 $2.1M
Woodward Financial Advisors, Inc. 0.69% — 10,336 $2.1M
Certuity, LLC 0.10% Add +0.1% 10,039 $2.0M
Level Financial Advisors 0.44% Reduce -1.6% 9,769 $2.0M
Beacon Pointe Advisors, LLC 0.01% Reduce -24.1% 9,685 $1.9M
Forefront Wealth Partners, LLC 0.59% Add +100.9% 9,583 $1.9M
James Investment Research, Inc. 0.19% No change 9,403 $1.9M
Focus Partners Wealth 0.00% Add +12.4% 9,212 $1.8M
Robinson Value Management, Ltd. 0.99% Reduce -0.7% 9,201 $1.8M
Lido Advisors, LLC 0.01% Add +1.4% 9,092 $1.8M
Moisand Fitzgerald Tamayo, LLC 0.17% Reduce -0.1% 8,910 $1.8M
AQR Capital Management 0.00% Add +0.3% 8,295 $1.7M
LVZ, Inc. 0.16% New 7,694 $1.5M
Physician Wealth Advisors, Inc. 0.18% Reduce -1.6% 7,623 $1.5M
Quantinno Capital Management LP 0.00% Add +0.4% 7,454 $1.5M
Allworth Financial LP 0.01% Add +58.0% 7,391 $1.5M
Foundations Investment Advisors, LLC 0.01% Reduce -43.1% 6,952 $1.4M
Mariner, LLC 0.00% Reduce -2.1% 6,804 $1.4M
Modera Wealth Management, LLC 0.01% Reduce -3.1% 6,311 $1.3M
Capstone Investment Advisors, LLC 0.01% New 6,301 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -64.4% 6,073 $1.2M
Kestra Advisory Services, LLC 0.00% Add +1.2% 5,956 $1.2M
Simplicity Wealth,LLC 0.04% Add +1.9% 5,776 $1.2M
Captrust Financial Advisors 0.00% Add +4.4% 5,673 $1.1M
Jackson, Grant Investment Advisers, Inc. 0.34% Add +0.2% 5,545 $1.1M
Renaissance Technologies 0.00% New 5,484 $1.1M
FMR LLC 0.00% Add +22.8% 5,349 $1.1M
Basso Capital Management, L.P. 0.26% Add +288.9% 5,347 $1.1M
Nvwm, LLC 0.21% Add +281.6% 5,300 $1.1M
Eclectic Associates Inc. 0.12% Add +3.8% 5,262 $1.1M
WESCAP Management Group, Inc. 0.20% No change 5,234 $1.0M
CCG Wealth Management, LLC 0.24% Reduce -1.1% 5,222 $1.0M
Discipline Wealth Solutions, LLC 0.09% Reduce -1.6% 5,197 $1.0M
Vista Capital Partners, Inc. 0.09% No change 4,993 $999K
MML Investors Services, LLC 0.00% Add +56.1% 4,792 $959K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.5% 4,874 $953K
Capital Investment Advisors, LLC 0.01% Reduce -1.3% 4,700 $940K

"% of holder's portfolio" is IWC's weight in each manager's 13F, not the share of iShares Micro-Cap ETF the manager owns.

Show all 273 holders