iShares Micro-Cap ETFIWCETF
13F holders, Q1 2024 (March 31)207holders
1famous investor
$121.00avg. 13F price*
At the end of Q1 2024, 207 institutions reported holding iShares Micro-Cap ETF (IWC) in their 13F filings. The largest holders were 1832 Asset Management L.P. ($65.0M), One Capital Management, LLC ($38.3M) and Corient Private Wealth LP ($28.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Micro-Cap ETF
- CUSIP
- 464288869
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $12.8M |
| Exits | 19 | $32.4M |
Ownership 207 holders
| 1832 Asset Management L.P. | 0.12% | Reduce -4.1% | 536,578 | $65.0M |
| One Capital Management, LLC | 1.39% | Add +4.6% | 316,337 | $38.3M |
| Corient Private Wealth LP | 0.05% | Reduce -2.1% | 232,120 | $28.1M |
| Bank of America Corp. | 0.00% | Add +9.2% | 209,305 | $25.4M |
| Alesco Advisors, LLC, An ESL Co | 0.72% | Reduce -0.2% | 179,598 | $21.8M |
| Bank of Montreal | 0.01% | Add +0.1% | 158,265 | $19.2M |
| Halbert Hargrove Global Advisors, LLC | 0.86% | Reduce -11.0% | 107,084 | $13.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.38% | Reduce -0.5% | 101,851 | $12.3M |
| Avantax Advisory Services, Inc. | 0.11% | Reduce -32.8% | 99,419 | $12.0M |
| Morgan Stanley | 0.00% | Add +9.1% | 86,185 | $10.4M |
| Arkansas Financial Group, Inc. | 1.80% | Reduce -6.5% | 84,209 | $10.2M |
| Wells Fargo & Company | 0.00% | Reduce -3.5% | 80,399 | $9.7M |
| Royal Bank of Canada | 0.00% | Add +31.8% | 79,302 | $9.6M |
| Chicago Partners Investment Group LLC | 0.37% | Add +4.4% | 78,074 | $8.8M |
| Creative Planning | 0.01% | Reduce -2.5% | 70,831 | $8.6M |
| UBS Group AG | 0.00% | Add +1.1% | 65,080 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +41.5% | 62,162 | $7.5M |
| Sachem Hill LLC | 1.73% | Reduce -1.0% | 60,998 | $7.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.4% | 57,297 | $6.9M |
| Frank, Rimerman Advisors LLC | 1.15% | Reduce -0.6% | 49,151 | $6.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +275.4% | 47,708 | $5.8M |
| Mutual of America Capital Management LLC | 0.06% | Add +4.1% | 47,116 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.0% | 47,034 | $5.7M |
| Smith, Moore & Co. | 0.56% | Add +2.3% | 43,293 | $5.2M |
| Efficient Advisors, LLC | 0.33% | Reduce -12.6% | 43,045 | $5.2M |
| Heck Capital Advisors, LLC | 0.76% | Reduce -0.9% | 41,359 | $5.0M |
| Dumont & Blake Investment Advisors LLC | 1.43% | Reduce -0.6% | 40,966 | $5.0M |
| Sentinel Trust Co. Lba | 0.61% | Add +479.3% | 39,160 | $4.7M |
| Park Avenue Securities LLC | 0.06% | Add +7.0% | 36,424 | $4.4M |
| Michelson Medical Research Foundation, Inc. | 2.60% | No change | 35,385 | $4.3M |
| Camelot Technology Advisors, Inc. | 3.93% | Reduce -1.0% | 34,949 | $4.2M |
| Clark Capital Management Group, Inc. | 0.03% | New | 33,993 | $4.1M |
| Cetera Investment Advisers | 0.01% | Add +818.6% | 30,635 | $3.7M |
| WealthShield Partners, LLC | 0.60% | Reduce -16.7% | 30,418 | $3.7M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -1.0% | 30,031 | $3.6M |
| LPL Financial LLC | 0.00% | Reduce -1.5% | 27,911 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | New | 24,852 | $3.0M |
| Aire Advisors, LLC | 0.65% | Reduce -1.4% | 23,714 | $2.9M |
| Noble Family Wealth, LLC | 0.80% | Reduce -18.2% | 23,316 | $2.8M |
| Stephens Inc. | 0.04% | Reduce -13.2% | 23,189 | $2.8M |
| Regal Investment Advisors LLC | 0.19% | Add +1.3% | 22,388 | $2.7M |
| Kendall Capital Management | 0.86% | Add +21.3% | 20,649 | $2.5M |
| Connective Capital Management, LLC | 3.84% | No change | 20,066 | $2.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -18.6% | 18,800 | $2.3M |
| Rockbridge Investment Management, LCC | 0.31% | Reduce -2.2% | 17,531 | $2.1M |
| Family Firm, Inc. | 0.50% | Reduce -1.7% | 16,941 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -4.1% | 16,180 | $2.0M |
| Nicholas Investment Partners, LP | 0.21% | New | 15,251 | $1.8M |
| Indiana Trust & Investment Management Co | 0.72% | No change | 14,730 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 14,605 | $1.8M |
| Private Advisory Group LLC | 0.25% | Add +31.7% | 14,488 | $1.8M |
| Evanson Asset Management, LLC | 0.12% | Add +0.1% | 13,495 | $1.6M |
| Texas Yale Capital Corp. | 0.07% | Add +3.5% | 13,280 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -88.0% | 12,704 | $1.5M |
| WESCAP Management Group, Inc. | 0.45% | Reduce -1.7% | 12,678 | $1.5M |
| Level Financial Advisors | 0.66% | Reduce -3.1% | 12,067 | $1.5M |
| GHP Investment Advisors, Inc. | 0.07% | Reduce -5.1% | 11,587 | $1.4M |
| Physician Wealth Advisors, Inc. | 0.28% | Reduce -4.6% | 12,022 | $1.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.19% | Reduce -0.2% | 10,419 | $1.3M |
| Certuity, LLC | 0.11% | Add +0.1% | 9,799 | $1.2M |
| Koa Wealth Management, LLC | 1.05% | Reduce -0.2% | 9,652 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +5.0% | 9,339 | $1.1M |
| CI Investments Inc. | 0.00% | No change | 9,246 | $1.1M |
| FIL Ltd | 0.00% | No change | 9,223 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.4% | 9,061 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.6% | 8,911 | $1.1M |
| Biltmore Family Office, LLC | 0.21% | Add +26.6% | 8,905 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.3% | 8,139 | $986K |
| Capital Analysts, LLC | 0.05% | Add +5.3% | 8,002 | $970K |
| Capstone Investment Advisors, LLC | 0.03% | No change | 8,001 | $970K |
| Urban Financial Advisory Corp | 0.56% | Add +2.9% | 7,502 | $909K |
| Mariner, LLC | 0.00% | Add +1.1% | 7,358 | $892K |
| Institute for Wealth Management, LLC. | 0.11% | Reduce -9.4% | 7,057 | $855K |
| Flow Traders U.S. LLC | 0.05% | New | 7,006 | $849K |
| Ellis Investment Partners, LLC | 0.18% | Reduce -0.5% | 6,783 | $822K |
| Captrust Financial Advisors | 0.00% | Add +23.7% | 6,521 | $790K |
| Endowment Wealth Management, Inc. | 0.57% | Add +14.3% | 6,308 | $765K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.7% | 6,277 | $761K |
| TAP Consulting, LLC | 0.15% | Add +0.2% | 5,444 | $660K |
| Jackson, Grant Investment Advisers, Inc. | 0.27% | Add +7.2% | 5,427 | $658K |
| Capital Investment Advisors, LLC | 0.01% | No change | 5,310 | $644K |
| Lido Advisors, LLC | 0.01% | Add +0.0% | 5,090 | $617K |
| Vista Capital Partners, Inc. | 0.08% | No change | 5,038 | $611K |
| Brand Asset Management Group, Inc. | 0.26% | Reduce -0.8% | 4,949 | $600K |
| Citadel Advisors | 0.00% | New | 4,933 | $598K |
| Legacy Financial Group LLC | 0.11% | New | 4,636 | $562K |
| Founders Financial Securities LLC | 0.06% | Add +7.6% | 4,343 | $526K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.0% | 4,277 | $518K |
| Compass Ion Advisors, LLC | 0.07% | Add +2.5% | 4,097 | $497K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.0% | 4,085 | $495K |
| Bromfield Sneider Wealth Advisors | 0.30% | Add +28.5% | 4,060 | $492K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,055 | $491K |
| Peoples Bank | 0.38% | Reduce -21.2% | 4,050 | $491K |
| NTV Asset Management LLC | 0.07% | No change | 4,010 | $486K |
| Tortoise Investment Management, LLC | 0.06% | Reduce -2.9% | 3,985 | $483K |
| Sepio Capital, LP | 0.04% | Add +0.2% | 3,974 | $482K |
| Buckingham Strategic Wealth, LLC | 0.01% | No change | 3,951 | $479K |
| Portland Global Advisors LLC | 0.07% | Reduce -1.3% | 3,950 | $479K |
| Two Sigma Advisers, LP | 0.00% | Reduce -22.0% | 3,900 | $473K |
| Advisory Services Network, LLC | 0.01% | Add +4849.3% | 3,712 | $450K |
"% of holder's portfolio" is IWC's weight in each manager's 13F, not the share of iShares Micro-Cap ETF the manager owns.