iShares Micro-Cap ETFIWCETF
13F holders, Q4 2024 (December 31)238holders +16
20new positions
16sold out
2famous investors
$128.67avg. 13F price*
At the end of Q4 2024, 238 institutions reported holding iShares Micro-Cap ETF (IWC) in their 13F filings, up 16 from Q3 2024. 20 opened new positions and 16 sold out. The largest holders were 1832 Asset Management L.P. ($63.1M), Bank of America Corp. ($29.8M) and Corient Private Wealth LP ($29.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $8.7M |
| Exits | 16 | $7.6M |
All 13F filers, Q3 2024 → Q4 2024: 286,900 shares bought and 301,335 shares sold, net −14,435 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 238 holders
| 1832 Asset Management L.P. | 0.11% | Reduce -9.8% | 484,229 | $63.1M |
| Bank of America Corp. | 0.00% | Reduce -0.4% | 228,422 | $29.8M |
| Corient Private Wealth LP | 0.05% | Reduce -4.9% | 227,701 | $29.7M |
| Alesco Advisors, LLC, An ESL Co | 0.69% | Reduce -3.8% | 169,341 | $22.1M |
| Bank of Montreal | 0.01% | Reduce -2.1% | 136,581 | $17.8M |
| Wells Fargo & Company | 0.00% | Add +46.6% | 115,372 | $15.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.36% | Add +0.2% | 102,483 | $13.4M |
| UBS Group AG | 0.00% | Add +61.9% | 102,222 | $13.3M |
| Halbert Hargrove Global Advisors, LLC | 0.71% | Reduce -3.3% | 97,464 | $12.7M |
| TABR Capital Management, LLC | 10.16% | — | 88,917 | $11.6M |
| Morgan Stanley | 0.00% | Add +2.0% | 86,280 | $11.2M |
| Chicago Partners Investment Group LLC | 0.36% | Add +3.4% | 83,360 | $10.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 76,726 | $10.0M |
| Avantax Advisory Services, Inc. | 0.06% | Add +1.2% | 72,771 | $9.5M |
| Royal Bank of Canada | 0.00% | Reduce -28.3% | 68,412 | $8.9M |
| LPL Financial LLC | 0.00% | Add +30.3% | 66,221 | $8.6M |
| Sachem Hill LLC | 1.74% | Reduce -1.4% | 63,792 | $8.3M |
| Creative Planning | 0.01% | Add +5.2% | 62,397 | $8.1M |
| Arkansas Financial Group, Inc. | 1.29% | Reduce -1.7% | 61,193 | $8.0M |
| Sentinel Trust Co. Lba | 0.86% | No change | 57,460 | $7.5M |
| Frank, Rimerman Advisors LLC | 0.54% | Add +3.0% | 56,716 | $7.4M |
| JPMorgan Chase & Co. | 0.00% | Add +2.8% | 46,353 | $6.0M |
| Smith, Moore & Co. | 0.55% | Add +0.8% | 45,976 | $6.0M |
| Private Advisory Group LLC | 0.64% | Add +124.0% | 43,793 | $5.7M |
| Dumont & Blake Investment Advisors LLC | 1.44% | Reduce -0.2% | 41,177 | $5.4M |
| Park Avenue Securities LLC | 0.06% | Add +3.5% | 41,019 | $5.3M |
| Michelson Medical Research Foundation, Inc. | 3.87% | No change | 35,385 | $4.6M |
| Cetera Investment Advisers | 0.01% | Add +14.4% | 35,323 | $4.6M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -0.1% | 35,083 | $4.6M |
| Finley Financial, LLC | 2.30% | — | 34,155 | $4.4M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -0.8% | 30,035 | $3.9M |
| Efficient Advisors, LLC | 0.25% | Reduce -13.6% | 29,463 | $3.8M |
| WealthShield Partners, LLC | 0.54% | Reduce -2.5% | 29,253 | $3.8M |
| Heck Capital Advisors, LLC | 0.41% | New | 27,111 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +21.0% | 25,807 | $3.4M |
| Camelot Technology Advisors, Inc. | 2.83% | Reduce -8.9% | 23,828 | $3.1M |
| Regal Investment Advisors LLC | 0.23% | Add +2.3% | 23,434 | $3.1M |
| Belpointe Asset Management LLC | 0.18% | Add +2.7% | 23,441 | $2.9M |
| Kendall Capital Management | 0.84% | Reduce -1.1% | 22,110 | $2.9M |
| Two Sigma Investments, LP | 0.01% | Add +400.0% | 21,000 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +45.6% | 19,952 | $2.6M |
| Stephens Inc. | 0.04% | Reduce -13.3% | 19,603 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Add +0.6% | 19,176 | $2.5M |
| Noble Family Wealth, LLC | 0.68% | Reduce -8.1% | 18,887 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +14.1% | 18,122 | $2.4M |
| Family Firm, Inc. | 0.52% | Reduce -0.6% | 67,676 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +117.3% | 17,833 | $2.3M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -32.9% | 16,683 | $2.2M |
| One Capital Management, LLC | 0.07% | Reduce -27.4% | 16,056 | $2.1M |
| Rockbridge Investment Management, LCC | 0.25% | Reduce -10.4% | 15,075 | $2.0M |
| LVZ, Inc. | 0.25% | Reduce -12.0% | 14,840 | $1.9M |
| Indiana Trust & Investment Management Co | 0.65% | No change | 14,730 | $1.9M |
| Aire Advisors, LLC | 0.39% | Reduce -24.7% | 14,416 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -71.1% | 13,864 | $1.8M |
| Evanson Asset Management, LLC | 0.12% | Add +0.1% | 13,529 | $1.8M |
| Global Retirement Partners, LLC | 0.05% | Add +268.8% | 13,435 | $1.8M |
| Texas Yale Capital Corp. | 0.07% | Reduce -1.2% | 13,105 | $1.7M |
| Archer Investment Management, LLC | 1.02% | — | 12,661 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +14.6% | 11,964 | $1.6M |
| SFI Advisors, LLC | 1.09% | Add +18.0% | 11,951 | $1.6M |
| GHP Investment Advisors, Inc. | 0.07% | Add +0.6% | 11,421 | $1.5M |
| Kelly Financial Group LLC | 0.53% | — | 11,336 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.4% | 10,933 | $1.4M |
| Level Financial Advisors | 0.49% | Reduce -9.5% | 10,175 | $1.3M |
| M1 Capital Management LLC | 0.71% | — | 10,060 | $1.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.19% | Reduce -3.4% | 10,047 | $1.3M |
| Certuity, LLC | 0.14% | Add +0.3% | 9,890 | $1.3M |
| Raymond James Financial Inc. | 0.00% | — | 9,853 | $1.3M |
| Endowment Wealth Management, Inc. | 0.85% | Add +14.8% | 9,754 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.9% | 9,644 | $1.3M |
| Physician Wealth Advisors, Inc. | 0.20% | Reduce -11.5% | 9,268 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.0% | 9,175 | $1.2M |
| Biltmore Family Office, LLC | 0.19% | Reduce -0.5% | 8,788 | $1.1M |
| WESCAP Management Group, Inc. | 0.27% | Reduce -3.7% | 8,478 | $1.1M |
| Davies Financial Advisors, Inc. | 0.94% | Add +74.2% | 8,441 | $1.1M |
| Capstone Investment Advisors, LLC | 0.01% | Add +5.0% | 8,401 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Add +7.1% | 8,357 | $1.1M |
| Institute for Wealth Management, LLC. | 0.13% | Add +0.2% | 8,102 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +39.4% | 7,850 | $1.0M |
| Rice Hall James & Associates, LLC | 0.05% | New | 7,645 | $997K |
| Mariner, LLC | 0.00% | Reduce -2.3% | 7,546 | $984K |
| Urban Financial Advisory Corp | 0.54% | Add +0.3% | 7,504 | $978K |
| Sound Income Strategies, LLC | 0.06% | Add +8.7% | 7,211 | $940K |
| Captrust Financial Advisors | 0.00% | No change | 6,461 | $842K |
| Ellis Investment Partners, LLC | 0.16% | Reduce -5.1% | 6,388 | $833K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.0% | 5,952 | $776K |
| NewEdge Advisors, LLC | 0.00% | Add +9555.0% | 5,793 | $755K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -11.5% | 5,721 | $746K |
| Allworth Financial LP | 0.00% | Add +284.3% | 5,453 | $718K |
| TAP Consulting, LLC | 0.15% | Add +0.3% | 5,494 | $716K |
| Peoples Bank | 0.49% | Add +7.0% | 5,485 | $715K |
| Jackson, Grant Investment Advisers, Inc. | 0.28% | Add +0.2% | 5,483 | $715K |
| Simplicity Wealth,LLC | 0.15% | New | 5,477 | $714K |
| AQR Capital Management | 0.00% | Add +23.9% | 5,431 | $708K |
| Clear Creek Financial Management, LLC | 0.07% | Add +15.7% | 5,278 | $688K |
| Stratos Wealth Advisors, LLC | 0.03% | New | 5,126 | $668K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.1% | 5,099 | $665K |
| Lido Advisors, LLC | 0.00% | Reduce -8.1% | 5,094 | $664K |
| Vista Capital Partners, Inc. | 0.08% | Reduce -0.9% | 4,993 | $651K |
| Janney Montgomery Scott LLC | 0.00% | Add +59.5% | 4,832 | $630K |
"% of holder's portfolio" is IWC's weight in each manager's 13F, not the share of iShares Micro-Cap ETF the manager owns.