iShares Micro-Cap ETFIWCETF
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $11.0M |
| Exits | 29 | $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.