iShares Micro-Cap ETFIWCETF
13F holders, Q2 2024 (June 30)203holders −4
18new positions
22sold out
2famous investors
$113.02avg. 13F price*
At the end of Q2 2024, 203 institutions reported holding iShares Micro-Cap ETF (IWC) in their 13F filings, down 4 from Q1 2024. 18 opened new positions and 22 sold out. The largest holders were 1832 Asset Management L.P. ($63.5M), Corient Private Wealth LP ($26.5M) and Bank of America Corp. ($24.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $5.9M |
| Exits | 22 | $12.2M |
All 13F filers, Q1 2024 → Q2 2024: 296,302 shares bought and 551,426 shares sold, net −255,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| 1832 Asset Management L.P. | 0.12% | Add +3.8% | 557,004 | $63.5M |
| Corient Private Wealth LP | 0.05% | Reduce 0.0% | 232,116 | $26.5M |
| Bank of America Corp. | 0.00% | Add +4.3% | 218,385 | $24.9M |
| Alesco Advisors, LLC, An ESL Co | 0.67% | Reduce -0.6% | 178,568 | $20.4M |
| Bank of Montreal | 0.01% | Reduce -6.2% | 148,399 | $17.5M |
| Royal Bank of Canada | 0.00% | Add +33.0% | 105,499 | $12.0M |
| Halbert Hargrove Global Advisors, LLC | 0.70% | Reduce -2.7% | 104,187 | $11.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.34% | Reduce -3.9% | 97,873 | $11.2M |
| Chicago Partners Investment Group LLC | 0.39% | Add +1.3% | 79,051 | $10.1M |
| Morgan Stanley | 0.00% | Add +1.6% | 87,548 | $10.0M |
| Dumont & Blake Investment Advisors LLC | 1.34% | Add +102.0% | 82,755 | $9.4M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -21.2% | 78,299 | $8.9M |
| Wells Fargo & Company | 0.00% | Reduce -3.9% | 77,229 | $8.8M |
| Arkansas Financial Group, Inc. | 1.43% | Reduce -16.1% | 70,628 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.2% | 66,027 | $7.5M |
| Sachem Hill LLC | 1.59% | Add +6.7% | 65,099 | $7.4M |
| UBS Group AG | 0.00% | Reduce -2.5% | 63,469 | $7.2M |
| Creative Planning | 0.01% | Reduce -13.4% | 61,313 | $7.0M |
| One Capital Management, LLC | 0.23% | Reduce -81.4% | 58,833 | $6.7M |
| Frank, Rimerman Advisors LLC | 0.40% | Add +0.1% | 49,189 | $5.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.5% | 47,964 | $5.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.5% | 45,364 | $5.2M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -4.2% | 45,162 | $5.1M |
| Citadel Advisors | 0.01% | Add +797.5% | 44,276 | $5.0M |
| Smith, Moore & Co. | 0.51% | Add +0.5% | 43,526 | $5.0M |
| Park Avenue Securities LLC | 0.05% | Add +6.8% | 38,910 | $4.4M |
| Efficient Advisors, LLC | 0.27% | Reduce -16.0% | 36,143 | $4.1M |
| Michelson Medical Research Foundation, Inc. | 3.47% | No change | 35,385 | $4.0M |
| Clark Capital Management Group, Inc. | 0.03% | Add +3.8% | 35,283 | $4.0M |
| Jane Street Group, LLC | 0.00% | New | 34,690 | $4.0M |
| Camelot Technology Advisors, Inc. | 3.60% | Reduce -2.9% | 33,931 | $3.9M |
| Sentinel Trust Co. Lba | 0.47% | Reduce -13.8% | 33,760 | $3.8M |
| WealthShield Partners, LLC | 0.54% | Add +1.4% | 30,834 | $3.5M |
| Johnson Investment Counsel Inc. | 0.04% | Add +2.4% | 30,753 | $3.5M |
| Cetera Investment Advisers | 0.01% | Reduce -3.6% | 29,516 | $3.4M |
| LPL Financial LLC | 0.00% | Add +0.6% | 28,077 | $3.2M |
| Susquehanna International Group, LLP | 0.01% | Add +3.9% | 25,824 | $2.9M |
| Noble Family Wealth, LLC | 0.75% | Reduce -2.5% | 22,733 | $2.6M |
| Stephens Inc. | 0.04% | Reduce -3.0% | 22,492 | $2.6M |
| Regal Investment Advisors LLC | 0.17% | Add +0.1% | 22,399 | $2.6M |
| Kendall Capital Management | 0.79% | Add +0.5% | 20,760 | $2.4M |
| Flow Traders U.S. LLC | 0.11% | Add +179.2% | 19,560 | $2.2M |
| Aire Advisors, LLC | 0.50% | Reduce -18.7% | 19,289 | $2.2M |
| Family Firm, Inc. | 0.46% | Add +299.3% | 67,650 | $2.1M |
| Rockbridge Investment Management, LCC | 0.28% | Reduce -1.3% | 17,300 | $2.0M |
| Private Advisory Group LLC | 0.24% | Add +10.5% | 16,012 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +3.5% | 15,118 | $1.7M |
| Indiana Trust & Investment Management Co | 0.62% | No change | 14,730 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +12.2% | 14,248 | $1.6M |
| Evanson Asset Management, LLC | 0.11% | Add +0.1% | 13,506 | $1.5M |
| Physician Wealth Advisors, Inc. | 0.28% | Reduce -2.3% | 11,747 | $1.5M |
| Texas Yale Capital Corp. | 0.07% | Reduce -0.1% | 13,265 | $1.5M |
| WESCAP Management Group, Inc. | 0.41% | Reduce -0.9% | 12,565 | $1.4M |
| Level Financial Advisors | 0.58% | Reduce -1.9% | 11,835 | $1.3M |
| GHP Investment Advisors, Inc. | 0.07% | Add +0.1% | 11,595 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.6% | 10,609 | $1.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.18% | Reduce -0.2% | 10,402 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +27.1% | 10,343 | $1.2M |
| Connective Capital Management, LLC | 2.19% | Reduce -49.1% | 10,219 | $1.2M |
| Certuity, LLC | 0.09% | Add +0.3% | 9,827 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -83.5% | 9,457 | $1.1M |
| FIL Ltd | 0.00% | No change | 9,223 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.2% | 9,108 | $1.0M |
| CI Investments Inc. | 0.00% | Reduce -3.7% | 8,904 | $1.0M |
| Biltmore Family Office, LLC | 0.19% | Reduce -0.3% | 8,880 | $1.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -54.8% | 8,500 | $969K |
| Mariner, LLC | 0.00% | Add +9.7% | 8,069 | $920K |
| Institute for Wealth Management, LLC. | 0.12% | Add +12.8% | 7,959 | $907K |
| Modera Wealth Management, LLC | 0.01% | Add +104.8% | 7,494 | $854K |
| Urban Financial Advisory Corp | 0.52% | Reduce -0.4% | 7,474 | $852K |
| Endowment Wealth Management, Inc. | 0.58% | Add +10.3% | 6,961 | $794K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.4% | 6,802 | $775K |
| Ellis Investment Partners, LLC | 0.16% | Reduce -0.8% | 6,729 | $767K |
| Captrust Financial Advisors | 0.00% | Add +2.1% | 6,661 | $759K |
| Two Sigma Advisers, LP | 0.00% | Add +61.5% | 6,300 | $718K |
| Barclays PLC | 0.00% | New | 5,635 | $642K |
| Kestra Advisory Services, LLC | 0.00% | Add +30.7% | 5,589 | $637K |
| TAP Consulting, LLC | 0.13% | Add +0.3% | 5,459 | $622K |
| Jackson, Grant Investment Advisers, Inc. | 0.25% | Add +0.2% | 5,439 | $620K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +132.6% | 5,263 | $600K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.4% | 5,238 | $597K |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 5,091 | $580K |
| Vista Capital Partners, Inc. | 0.07% | No change | 5,038 | $574K |
| Brand Asset Management Group, Inc. | 0.23% | Reduce -3.5% | 4,774 | $544K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.2% | 4,584 | $523K |
| Legacy Financial Group LLC | 0.10% | Reduce -2.2% | 4,532 | $517K |
| Compass Ion Advisors, LLC | 0.07% | No change | 4,097 | $497K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +40.0% | 4,121 | $470K |
| Peoples Bank | 0.36% | No change | 4,050 | $462K |
| Tortoise Investment Management, LLC | 0.05% | No change | 3,985 | $454K |
| Portland Global Advisors LLC | 0.06% | Add +0.3% | 3,962 | $452K |
| Sepio Capital, LP | 0.04% | Reduce -1.3% | 3,921 | $447K |
| Founders Financial Securities LLC | 0.04% | Reduce -9.9% | 3,912 | $446K |
| NTV Asset Management LLC | 0.06% | Reduce -2.5% | 3,910 | $446K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -2.8% | 3,841 | $438K |
| Clear Creek Financial Management, LLC | 0.05% | Add +27.0% | 3,805 | $434K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -78.1% | 3,539 | $403K |
| Aspen Grove Capital, LLC | 0.09% | No change | 3,457 | $394K |
| Ancora Advisors LLC | 0.01% | No change | 3,354 | $382K |
| Advisory Services Network, LLC | 0.01% | Reduce -11.4% | 3,287 | $375K |
"% of holder's portfolio" is IWC's weight in each manager's 13F, not the share of iShares Micro-Cap ETF the manager owns.