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 |
| Modera Wealth Management, LLC | 0.01% | No change | 3,660 | $444K |
| Spire Wealth Management | 0.01% | Reduce -0.3% | 3,516 | $426K |
| Aspen Grove Capital, LLC | 0.12% | Reduce -0.0% | 3,457 | $419K |
| NewEdge Advisors, LLC | 0.00% | New | 3,380 | $410K |
| Ancora Advisors LLC | 0.01% | Reduce -13.9% | 3,354 | $406K |
| Keybank National Association | 0.00% | No change | 3,189 | $386K |
| Next Capital Management LLC | 0.15% | No change | 3,123 | $378K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 3,100 | $376K |
| Clarus Wealth Advisors | 0.21% | No change | 3,198 | $369K |
| First Western Trust Bank | 0.02% | No change | 3,033 | $368K |
| Clear Creek Financial Management, LLC | 0.05% | Add +24.2% | 2,996 | $363K |
| Family Wealth Partners, LLC | 0.20% | Add +0.0% | 2,943 | $357K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -11.9% | 2,943 | $357K |
| O'Connor Financial Group LLC | 0.21% | Reduce -62.6% | 2,845 | $345K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 2,770 | $336K |
| Garrison Point Advisors, LLC | 0.20% | No change | 2,590 | $314K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 2,520 | $305K |
| Private Ocean, LLC | 0.03% | Add +0.1% | 2,482 | $301K |
| Beaird Harris Wealth Management, LLC | 0.03% | No change | 2,439 | $296K |
| Doliver Advisors, LP | 0.08% | Reduce -11.3% | 2,434 | $295K |
| Boston Family Office LLC | 0.02% | No change | 2,413 | $292K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -54.0% | 2,263 | $274K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.4% | 2,261 | $274K |
| Prudential Financial Inc. | 0.00% | New | 2,256 | $273K |
| Global Retirement Partners, LLC | 0.01% | Reduce -4.3% | 2,250 | $273K |
| Cerity Partners LLC | 0.00% | Reduce -20.9% | 2,239 | $271K |
| Nwam LLC | 0.02% | No change | 2,286 | $269K |
| Cascade Financial Partners, LLC | 0.04% | — | 2,348 | $269K |
| Joseph P. Lucia & Associates, LLC | 0.14% | No change | 2,138 | $259K |
| Tilson Financial Group, Inc. | 0.14% | No change | 2,110 | $256K |
| Acropolis Investment Management, LLC | 0.02% | No change | 2,080 | $252K |
| WP Advisors, LLC | 0.08% | Reduce -14.4% | 2,060 | $250K |
| Summit Financial Group, Inc. | 0.09% | Reduce -25.4% | 2,050 | $248K |
| Keebeck Wealth Management | 0.04% | No change | 2,020 | $245K |
| B&D White Capital Company, LLC | 0.05% | No change | 2,012 | $244K |
| Dixon Fnancial Services, Inc. | 0.13% | Reduce -3.6% | 2,000 | $242K |
| Northeast Financial Consultants Inc | 0.01% | No change | 2,000 | $242K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 1,990 | $241K |
| Berkeley, Inc | 0.14% | Reduce -6.1% | 1,932 | $234K |
| L.M. Kohn & Company | 0.06% | No change | 1,900 | $230K |
| World Investment Advisors | 0.03% | Reduce -5.3% | 1,800 | $230K |
| William Howard & Co Financial Advisors Inc | 0.22% | — | 1,897 | $230K |
| Tiaa Trust, National Association | 0.00% | Reduce -8.5% | 1,873 | $227K |
| Gray Wealth Management Inc. | 0.10% | Reduce -5.4% | 1,831 | $222K |
| Principal Securities, Inc. | 0.01% | New | 1,814 | $220K |
| Eagle Global Advisors LLC | 0.01% | No change | 1,750 | $212K |
| Wesbanco Bank Inc. | 0.01% | Reduce -14.7% | 1,735 | $210K |
| Wilson & Boucher Capital Management, LLC | 0.16% | Reduce -25.8% | 1,725 | $209K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 1,720 | $208K |
| Raymond James & Associates | 0.00% | Reduce -35.9% | 1,662 | $201K |
| Frazier Financial Advisors, LLC | 0.15% | Add +76.6% | 1,552 | $188K |
| First Horizon Advisors, Inc. | 0.01% | No change | 1,532 | $186K |
| FMR LLC | 0.00% | Add +57.5% | 1,384 | $168K |
| CoreCap Advisors, LLC | 0.01% | New | 1,372 | $166K |
| Allworth Financial LP | 0.00% | No change | 1,216 | $147K |
| Toth Financial Advisory Corp. | 0.02% | No change | 1,185 | $144K |
| Angeles Wealth Management, LLC | 0.01% | No change | 1,179 | $143K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,173 | $141K |
| Farther Finance Advisors, LLC | 0.01% | No change | 1,049 | $126K |
| Comerica Bank | 0.00% | No change | 984 | $119K |
| Smithfield Trust Co | 0.01% | No change | 977 | $118K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 891 | $108K |
| Parallel Advisors, LLC | 0.00% | No change | 825 | $100K |
| IFP Advisors, Inc | 0.00% | Reduce -4.9% | 762 | $92K |
| Geneos Wealth Management Inc. | 0.00% | No change | 754 | $91K |
| Franklin Resources Inc. | 0.00% | No change | 735 | $89K |
| Godsey & Gibb, Inc. | 0.01% | New | 676 | $82K |
| Montag A & Associates Inc. | 0.00% | No change | 670 | $81K |
| Fifth Third Bancorp | 0.00% | No change | 650 | $79K |
| Mather Group, Llc. | 0.00% | New | 639 | $74K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.4% | 561 | $68K |
| National Bank of Canada | 0.00% | No change | 580 | $68K |
| Eagle Bay Advisors LLC | 0.04% | Reduce -30.0% | 498 | $60K |
| Evermay Wealth Management LLC | 0.01% | No change | 406 | $49K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 400 | $48K |
| Asset Dedication, LLC | 0.00% | No change | 385 | $46K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 345 | $42K |
| Bray Capital Advisors | 0.01% | No change | 324 | $39K |
| TruNorth Capital Management, LLC | 0.01% | — | 308 | $37K |
| NorthRock Partners, LLC | 0.00% | No change | 235 | $28K |
| Cwm, LLC | 0.00% | Add +1.8% | 224 | $27K |
| Pacific Center for Financial Services | 0.01% | No change | 218 | $26K |
| Trust Co. of Vermont | 0.00% | No change | 168 | $20K |
| Raffa Wealth Management, LLC | 0.01% | No change | 168 | $20K |
| Qube Research & Technologies Ltd | 0.00% | Add +659.1% | 167 | $20K |
| Creative Financial Designs Inc. | 0.00% | No change | 140 | $17K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 99 | $12K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 89 | $11K |
| Founders Financial Alliance, LLC | 0.00% | New | 85 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 85 | $10K |
| Clearstead Advisors, LLC | 0.00% | No change | 79 | $9K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 70 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 70 | $8K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 65 | $8K |
| Salem Investment Counselors Inc. | 0.00% | No change | 35 | $4K |
| Your Advocates Ltd., LLP | 0.00% | Reduce -86.9% | 28 | $3K |
| Avion Wealth | 0.00% | No change | 20 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 21 | $2K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 17 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -92.1% | 17 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 17 | $2K |
| Marquette Asset Management, LLC | 0.00% | Reduce -94.1% | 5 | $606 |
| Aspire Wealth Management Corp | 0.00% | No change | 4 | $508 |
| Assetmark, Inc. | 0.00% | New | 3 | $364 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3 | $364 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3 | $364 |
| First Manhattan Co. Llc. | 0.00% | No change | 3 | $363 |
"% of holder's portfolio" is IWC's weight in each manager's 13F, not the share of iShares Micro-Cap ETF the manager owns.