iShares Micro-Cap ETFIWCETF
13F holders, Q1 2025 (March 31)209holders −29
16new positions
43sold out
2famous investors
$110.76avg. 13F price*
At the end of Q1 2025, 209 institutions reported holding iShares Micro-Cap ETF (IWC) in their 13F filings, down 29 from Q4 2024. 16 opened new positions and 43 sold out. The largest holders were 1832 Asset Management L.P. ($60.5M), Bank of America Corp. ($25.5M) and Corient Private Wealth LP ($24.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $6.5M |
| Exits | 43 | $47.2M |
All 13F filers, Q4 2024 → Q1 2025: 400,428 shares bought and 673,215 shares sold, net −272,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 209 holders
| 1832 Asset Management L.P. | 0.12% | Add +12.7% | 545,890 | $60.5M |
| Bank of America Corp. | 0.00% | Add +0.8% | 230,235 | $25.5M |
| Corient Private Wealth LP | 0.04% | Reduce -1.8% | 223,637 | $24.8M |
| Morgan Stanley | 0.00% | Add +109.8% | 181,062 | $20.1M |
| Bank of Montreal | 0.01% | Reduce -0.3% | 136,138 | $15.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.33% | Add +11.6% | 114,362 | $12.7M |
| Halbert Hargrove Global Advisors, LLC | 0.64% | Add +3.8% | 101,167 | $11.2M |
| UBS Group AG | 0.00% | Reduce -10.4% | 91,610 | $10.2M |
| Wells Fargo & Company | 0.00% | Reduce -21.9% | 90,154 | $10.0M |
| Chicago Partners Investment Group LLC | 0.33% | Add +7.0% | 89,183 | $9.9M |
| Avantax Advisory Services, Inc. | 0.05% | Add +8.6% | 79,017 | $8.8M |
| Private Advisory Group LLC | 0.98% | Add +76.4% | 77,254 | $8.6M |
| Sachem Hill LLC | 1.38% | Reduce -0.9% | 63,228 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.0% | 62,121 | $6.9M |
| Creative Planning | 0.01% | Reduce -3.1% | 60,480 | $6.7M |
| Alesco Advisors, LLC, An ESL Co | 0.21% | Reduce -64.4% | 60,282 | $6.7M |
| Sentinel Trust Co. Lba | 0.78% | Add +3.1% | 59,260 | $6.6M |
| Frank, Rimerman Advisors LLC | 0.49% | Reduce -2.1% | 55,529 | $6.2M |
| Arkansas Financial Group, Inc. | 1.05% | Reduce -1.3% | 60,430 | $6.1M |
| Royal Bank of Canada | 0.00% | Reduce -22.9% | 52,751 | $5.8M |
| LPL Financial LLC | 0.00% | Reduce -22.1% | 51,600 | $5.7M |
| Susquehanna International Group, LLP | 0.01% | Add +456.1% | 51,020 | $5.7M |
| Smith, Moore & Co. | 0.48% | Add +2.4% | 47,070 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.4% | 45,699 | $5.1M |
| Dumont & Blake Investment Advisors LLC | 1.28% | Add +0.1% | 41,198 | $4.6M |
| Citadel Advisors | 0.00% | Add +4505.5% | 38,778 | $4.3M |
| Michelson Medical Research Foundation, Inc. | 3.28% | No change | 35,385 | $3.9M |
| Finley Financial, LLC | 2.13% | Add +0.7% | 34,380 | $3.8M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -1.4% | 29,614 | $3.3M |
| WealthShield Partners, LLC | 0.42% | Add +0.6% | 29,421 | $3.3M |
| Cetera Investment Advisers | 0.01% | Reduce -17.6% | 29,105 | $3.2M |
| Efficient Advisors, LLC | 0.17% | Reduce -20.0% | 23,583 | $2.6M |
| Regal Investment Advisors LLC | 0.21% | Add +0.2% | 23,475 | $2.6M |
| Camelot Technology Advisors, Inc. | 2.36% | Reduce -3.5% | 22,988 | $2.5M |
| Jane Street Group, LLC | 0.00% | New | 22,012 | $2.4M |
| Kendall Capital Management | 0.71% | Reduce -2.0% | 21,660 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +14.5% | 20,413 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.7% | 20,291 | $2.3M |
| Institute for Wealth Management, LLC. | 0.29% | Add +149.1% | 20,181 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -22.2% | 20,068 | $2.2M |
| Stephens Inc. | 0.03% | No change | 19,603 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +1.5% | 19,460 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +37.2% | 19,016 | $2.1M |
| GTS Securities LLC | 0.09% | New | 18,178 | $2.0M |
| Texas Yale Capital Corp. | 0.08% | Add +34.7% | 17,647 | $2.0M |
| Family Firm, Inc. | 0.43% | Reduce -74.1% | 17,521 | $1.9M |
| Noble Family Wealth, LLC | 0.53% | Reduce -7.5% | 17,469 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +37.5% | 15,034 | $1.7M |
| Indiana Trust & Investment Management Co | 0.59% | No change | 14,730 | $1.6M |
| Rockbridge Investment Management, LCC | 0.19% | Reduce -4.5% | 14,399 | $1.6M |
| Evanson Asset Management, LLC | 0.11% | Add +0.1% | 13,538 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +11.3% | 13,321 | $1.5M |
| One Capital Management, LLC | 0.05% | Reduce -21.6% | 12,590 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.6% | 12,387 | $1.4M |
| SFI Advisors, LLC | 1.00% | Add +1.6% | 12,148 | $1.3M |
| Endowment Wealth Management, Inc. | 0.83% | Add +18.6% | 11,571 | $1.3M |
| GHP Investment Advisors, Inc. | 0.06% | Reduce -0.7% | 11,340 | $1.3M |
| Archer Investment Management, LLC | 0.85% | Reduce -12.4% | 11,088 | $1.2M |
| Level Financial Advisors | 0.38% | Reduce -0.7% | 10,108 | $1.1M |
| Certuity, LLC | 0.12% | Add +0.2% | 9,913 | $1.1M |
| Kelly Financial Group LLC | 0.33% | Reduce -14.9% | 9,649 | $1.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.15% | Reduce -4.3% | 9,617 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.0% | 9,460 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.7% | 9,380 | $1.0M |
| Davies Financial Advisors, Inc. | 0.87% | Add +8.4% | 9,154 | $1.0M |
| Physician Wealth Advisors, Inc. | 0.17% | Reduce -4.5% | 8,856 | $982K |
| Biltmore Family Office, LLC | 0.16% | Reduce -2.8% | 8,538 | $947K |
| Modera Wealth Management, LLC | 0.01% | Reduce -4.4% | 7,987 | $886K |
| Urban Financial Advisory Corp | 0.49% | Add +5.6% | 7,923 | $879K |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.4% | 7,738 | $869K |
| Mariner, LLC | 0.00% | Add +1.8% | 7,678 | $852K |
| Sound Income Strategies, LLC | 0.05% | Reduce -1.3% | 7,120 | $790K |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 6,475 | $718K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +43.8% | 6,386 | $708K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -2.4% | 6,235 | $692K |
| WESCAP Management Group, Inc. | 0.15% | Reduce -33.6% | 5,627 | $624K |
| AQR Capital Management | 0.00% | Add +3.2% | 5,607 | $622K |
| Summit Financial, LLC | 0.02% | New | 5,518 | $612K |
| Jackson, Grant Investment Advisers, Inc. | 0.24% | Add +0.1% | 5,487 | $609K |
| Clear Creek Financial Management, LLC | 0.06% | Add +3.1% | 5,440 | $603K |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 5,095 | $565K |
| Allworth Financial LP | 0.00% | Reduce -6.2% | 5,114 | $563K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.0% | 5,047 | $560K |
| Focus Partners Wealth | 0.00% | Add +6.7% | 5,036 | $559K |
| Vista Capital Partners, Inc. | 0.07% | No change | 4,993 | $554K |
| Barclays PLC | 0.00% | New | 4,992 | $554K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +17.4% | 4,671 | $518K |
| Legacy Financial Group LLC | 0.08% | Reduce -5.4% | 4,508 | $500K |
| FIL Ltd | 0.00% | No change | 4,223 | $468K |
| Brand Asset Management Group, Inc. | 0.19% | Reduce -4.5% | 4,116 | $457K |
| Peoples Bank | 0.30% | Reduce -27.1% | 4,000 | $444K |
| Focus Financial Network, Inc. | 0.02% | New | 3,949 | $438K |
| Portland Global Advisors LLC | 0.05% | Add +0.2% | 3,875 | $430K |
| Sepio Capital, LP | 0.03% | Add +0.2% | 3,832 | $425K |
| NTV Asset Management LLC | 0.06% | No change | 3,810 | $423K |
| Tortoise Investment Management, LLC | 0.04% | No change | 3,508 | $389K |
| Aspen Grove Capital, LLC | 0.07% | No change | 3,458 | $384K |
| Spire Wealth Management | 0.01% | Reduce -0.0% | 3,443 | $382K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.4% | 3,405 | $378K |
| Founders Financial Securities LLC | 0.03% | Reduce -6.1% | 3,315 | $367K |
| Milestone Asset Management, LLC | 0.07% | Reduce -34.5% | 3,142 | $349K |
| Next Capital Management LLC | 0.17% | No change | 3,123 | $346K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -8.8% | 3,105 | $344K |
| Keybank National Association | 0.00% | No change | 3,010 | $334K |
| Ancora Advisors LLC | 0.01% | Reduce -10.5% | 3,003 | $333K |
| First Western Trust Bank | 0.02% | No change | 2,947 | $327K |
| Family Wealth Partners, LLC | 0.14% | Reduce -0.7% | 2,837 | $315K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 2,773 | $308K |
| Discipline Wealth Solutions, LLC | 0.15% | Add +2.8% | 2,746 | $305K |
| MML Investors Services, LLC | 0.00% | Add +3.6% | 2,632 | $292K |
| Garrison Point Advisors, LLC | 0.14% | No change | 2,590 | $287K |
| Tiaa Trust, National Association | 0.00% | Reduce -4.3% | 2,511 | $278K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -0.5% | 2,428 | $269K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -15.1% | 2,425 | $269K |
| Cascade Financial Partners, LLC | 0.03% | No change | 2,348 | $260K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -59.1% | 2,337 | $259K |
| Boston Family Office LLC | 0.02% | No change | 2,333 | $259K |
| KFA Private Wealth Group, LLC | 0.09% | New | 2,287 | $254K |
| Nwam LLC | 0.02% | No change | 2,286 | $254K |
| Doliver Advisors, LP | 0.07% | Reduce -1.6% | 2,222 | $246K |
| Joseph P. Lucia & Associates, LLC | 0.11% | No change | 2,138 | $237K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 2,090 | $232K |
| David Wealth Management LLC | 0.19% | No change | 2,067 | $229K |
| Burke & Herbert Bank & Trust Co. | 0.05% | No change | 2,050 | $227K |
| First Horizon Advisors, Inc. | 0.01% | Add +18.3% | 2,020 | $224K |
| Kieckhefer Group LLC | 0.16% | No change | 2,000 | $222K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -67.0% | 1,963 | $218K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,950 | $216K |
| World Investment Advisors | 0.01% | Reduce -1.5% | 1,950 | $216K |
| William Howard & Co Financial Advisors Inc | 0.20% | No change | 1,897 | $210K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -10.8% | 1,865 | $207K |
| Tilson Financial Group, Inc. | 0.08% | Add +0.1% | 1,860 | $206K |
| Comprehensive Money Management Services LLC | 0.16% | No change | 1,831 | $203K |
| CoreCap Advisors, LLC | 0.01% | Add +15.5% | 1,634 | $181K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.0% | 1,594 | $177K |
| FMR LLC | 0.00% | Add +19.4% | 1,574 | $175K |
| Tucker Asset Management LLC | 0.05% | Add +7.7% | 1,417 | $157K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,536 | $150K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -50.1% | 1,307 | $145K |
| Principal Securities, Inc. | 0.00% | No change | 1,039 | $135K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,049 | $116K |
| IFP Advisors, Inc | 0.00% | Add +71.9% | 990 | $110K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -19.9% | 944 | $105K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 891 | $99K |
| Parallel Advisors, LLC | 0.00% | No change | 825 | $92K |
| Geneos Wealth Management Inc. | 0.00% | No change | 754 | $84K |
| Franklin Resources Inc. | 0.00% | No change | 735 | $82K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 730 | $81K |
| Arax Advisory Partners | 0.01% | New | 701 | $78K |
| Godsey & Gibb, Inc. | 0.01% | No change | 676 | $75K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.3% | 656 | $73K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 640 | $71K |
| Mather Group, Llc. | 0.00% | No change | 639 | $71K |
| National Bank of Canada | 0.00% | Reduce -0.3% | 573 | $64K |
| Montag A & Associates Inc. | 0.00% | No change | 475 | $53K |
| MAI Capital Management | 0.00% | Add +24.6% | 471 | $52K |
| Frazier Financial Advisors, LLC | 0.04% | Add +512.3% | 447 | $50K |
| Comerica Bank | 0.00% | Reduce -27.9% | 413 | $46K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 413 | $46K |
| Evermay Wealth Management LLC | 0.01% | No change | 406 | $45K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 400 | $44K |
| Asset Dedication, LLC | 0.00% | No change | 382 | $42K |
| Bristlecone Advisors, LLC | 0.00% | No change | 375 | $42K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +3.4% | 366 | $41K |
| Hemington Wealth Management | 0.01% | No change | 350 | $38K |
| AE Wealth Management LLC | 0.00% | New | 315 | $35K |
| TruNorth Capital Management, LLC | 0.01% | No change | 308 | $34K |
| Cwm, LLC | 0.00% | No change | 303 | $34K |
| Synergy Investment Management, LLC | 0.01% | Reduce -32.4% | 265 | $29K |
| Bessemer Group Inc. | 0.00% | Reduce -2.8% | 241 | $27K |
| NorthRock Partners, LLC | 0.00% | No change | 235 | $26K |
| American National Bank & Trust | 0.00% | New | 209 | $23K |
| Harbour Investments, Inc. | 0.00% | No change | 194 | $22K |
| Parkworth Wealth Management, Inc. | 0.02% | No change | 191 | $21K |
| CI Investments Inc. | 0.00% | Reduce -3.5% | 193 | $21K |
| Capital Analysts, LLC | 0.00% | No change | 172 | $19K |
| Trust Co. of Vermont | 0.00% | No change | 168 | $19K |
| Raffa Wealth Management, LLC | 0.00% | No change | 168 | $19K |
| Simplex Trading, LLC | 0.00% | New | 164 | $18K |
| Woodside Wealth Management LLC | 0.02% | — | 158 | $17K |
| Coastline Trust Co | 0.00% | No change | 150 | $17K |
| NewEdge Advisors, LLC | 0.00% | Reduce -97.4% | 150 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 143 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 89 | $10K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -52.7% | 88 | $10K |
| Atala Financial Inc | 0.01% | No change | 85 | $9K |
| Pacific Center for Financial Services | 0.00% | No change | 79 | $9K |
| 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 |
| Transce3nd, LLC | 0.00% | No change | 65 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 65 | $7K |
| Assetmark, Inc. | 0.00% | Add +96.3% | 53 | $6K |
| BankPlus Trust Department | 0.00% | New | 48 | $5K |
| Tradewinds Capital Management, LLC | 0.00% | New | 41 | $5K |
| Salem Investment Counselors Inc. | 0.00% | No change | 35 | $4K |
| Ridgewood Investments LLC | 0.00% | No change | 26 | $3K |
| Coldstream Capital Management Inc. | 0.00% | New | 22 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 21 | $2K |
| Avion Wealth | 0.00% | No change | 20 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 17 | $2K |
| Winch Advisory Services, LLC | 0.00% | No change | 14 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -35.3% | 11 | $1K |
| Lanark Financial, Inc. | 0.00% | — | 17 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 7 | $785 |
| Fifth Third Bancorp | 0.00% | New | 7 | $776 |
| CVA Family Office, LLC | 0.00% | No change | 2 | $222 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -40.0% | 3 | $213 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1 | $111 |
"% of holder's portfolio" is IWC's weight in each manager's 13F, not the share of iShares Micro-Cap ETF the manager owns.