iShares Micro-Cap ETFIWCETF
13F holders, Q2 2025 (June 30)207holders −2
21new positions
25sold out
2famous investors
$127.92avg. 13F price*
At the end of Q2 2025, 207 institutions reported holding iShares Micro-Cap ETF (IWC) in their 13F filings, down 2 from Q1 2025. 21 opened new positions and 25 sold out. The largest holders were 1832 Asset Management L.P. ($69.2M), Bank of America Corp. ($25.8M) and Corient Private Wealth LP ($23.6M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $17.0M |
| Exits | 25 | $16.8M |
All 13F filers, Q1 2025 → Q2 2025: 263,628 shares bought and 411,396 shares sold, net −147,768 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 207 holders
| 1832 Asset Management L.P. | 0.12% | Reduce -0.7% | 541,921 | $69.2M |
| Bank of America Corp. | 0.00% | Reduce -12.3% | 202,001 | $25.8M |
| Corient Private Wealth LP | 0.03% | Reduce -17.4% | 184,821 | $23.6M |
| Morgan Stanley | 0.00% | Reduce -7.8% | 166,967 | $21.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.42% | Add +28.1% | 146,444 | $18.7M |
| Bank of Montreal | 0.01% | Reduce -2.0% | 133,371 | $17.0M |
| Chicago Partners Investment Group LLC | 0.36% | Add +0.9% | 89,990 | $12.4M |
| Halbert Hargrove Global Advisors, LLC | 0.62% | Reduce -8.9% | 92,149 | $11.8M |
| Wells Fargo & Company | 0.00% | Reduce -2.5% | 87,859 | $11.2M |
| UBS Group AG | 0.00% | Reduce -5.3% | 86,773 | $11.1M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -8.3% | 72,443 | $9.2M |
| Royal Bank of Canada | 0.00% | Add +23.1% | 64,948 | $8.3M |
| Sachem Hill LLC | 1.62% | Reduce -1.5% | 62,283 | $8.0M |
| Susquehanna International Group, LLP | 0.01% | Add +20.5% | 61,502 | $7.9M |
| Sentinel Trust Co. Lba | 0.82% | No change | 59,260 | $7.6M |
| Arkansas Financial Group, Inc. | 1.16% | Reduce -3.0% | 58,631 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.9% | 57,197 | $7.3M |
| Creative Planning | 0.01% | Reduce -9.1% | 55,009 | $7.0M |
| Park Avenue Securities LLC | 0.06% | New | 50,599 | $6.5M |
| Alesco Advisors, LLC, An ESL Co | 0.17% | Reduce -21.3% | 47,452 | $6.1M |
| Frank, Rimerman Advisors LLC | 0.41% | Reduce -14.8% | 47,340 | $6.0M |
| GTS Securities LLC | 0.27% | Add +159.1% | 47,097 | $6.0M |
| Smith, Moore & Co. | 0.50% | Reduce -1.1% | 46,540 | $5.9M |
| LPL Financial LLC | 0.00% | Reduce -15.5% | 43,594 | $5.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.1% | 41,561 | $5.3M |
| Dumont & Blake Investment Advisors LLC | 1.38% | Add +0.3% | 41,306 | $5.3M |
| Michelson Medical Research Foundation, Inc. | 4.33% | No change | 35,385 | $4.5M |
| Barclays PLC | 0.00% | Add +606.1% | 35,249 | $4.5M |
| Finley Financial, LLC | 2.14% | Reduce -3.0% | 33,340 | $4.3M |
| WealthShield Partners, LLC | 0.46% | Add +2.4% | 30,111 | $3.8M |
| Citadel Advisors | 0.00% | Reduce -25.1% | 29,030 | $3.7M |
| Cetera Investment Advisers | 0.01% | Reduce -5.0% | 27,649 | $3.5M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -11.9% | 26,080 | $3.3M |
| Efficient Advisors, LLC | 0.18% | Reduce -0.5% | 23,476 | $3.0M |
| Regal Investment Advisors LLC | 0.22% | Reduce -0.9% | 23,274 | $3.0M |
| Camelot Technology Advisors, Inc. | 2.37% | Reduce -6.6% | 21,464 | $2.7M |
| Noble Family Wealth, LLC | 0.65% | Add +19.6% | 20,887 | $2.7M |
| Institute for Wealth Management, LLC. | 0.29% | No change | 20,181 | $2.6M |
| Stephens Inc. | 0.03% | Reduce -1.5% | 19,317 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.0% | 19,009 | $2.4M |
| Family Firm, Inc. | 0.56% | Add +4.6% | 18,325 | $2.3M |
| Kendall Capital Management | 0.60% | Reduce -18.6% | 17,639 | $2.3M |
| M1 Capital Management LLC | 1.12% | New | 17,430 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -18.7% | 15,813 | $2.0M |
| LVZ, Inc. | 0.22% | New | 14,637 | $1.9M |
| Texas Yale Capital Corp. | 0.06% | Reduce -17.1% | 14,629 | $1.9M |
| Rockbridge Investment Management, LCC | 0.20% | Add +0.1% | 14,421 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +6.8% | 14,223 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.5% | 13,902 | $1.8M |
| Indiana Trust & Investment Management Co | 0.58% | Reduce -6.1% | 13,830 | $1.8M |
| Evanson Asset Management, LLC | 0.11% | Add +0.1% | 13,547 | $1.7M |
| Endowment Wealth Management, Inc. | 0.88% | Add +15.0% | 13,306 | $1.7M |
| Archer Investment Management, LLC | 1.12% | Add +9.0% | 12,090 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.5% | 11,823 | $1.5M |
| One Capital Management, LLC | 0.05% | Reduce -11.8% | 11,111 | $1.4M |
| GHP Investment Advisors, Inc. | 0.06% | Reduce -2.5% | 11,062 | $1.4M |
| Certuity, LLC | 0.12% | Add +0.3% | 9,939 | $1.3M |
| SFI Advisors, LLC | 0.86% | Reduce -19.5% | 9,784 | $1.2M |
| Level Financial Advisors | 0.37% | Reduce -7.3% | 9,368 | $1.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.15% | Reduce -3.7% | 9,263 | $1.2M |
| Physician Wealth Advisors, Inc. | 0.18% | Add +1.3% | 8,970 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +9.4% | 8,462 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -59.2% | 8,321 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | No change | 7,987 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -2.3% | 7,500 | $958K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 6,383 | $850K |
| Captrust Financial Advisors | 0.00% | Reduce -1.6% | 6,371 | $813K |
| Two Sigma Investments, LP | 0.00% | New | 6,200 | $791K |
| Biltmore Family Office, LLC | 0.13% | Reduce -28.8% | 6,078 | $776K |
| Haven Private, LLC | 0.34% | New | 6,072 | $775K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -70.4% | 6,015 | $768K |
| Davies Financial Advisors, Inc. | 0.58% | Reduce -36.5% | 5,816 | $742K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -7.8% | 5,748 | $734K |
| Urban Financial Advisory Corp | 0.37% | Reduce -28.0% | 5,704 | $728K |
| Raymond James Financial Inc. | 0.00% | Reduce -39.8% | 5,699 | $728K |
| WESCAP Management Group, Inc. | 0.16% | No change | 5,627 | $718K |
| Jackson, Grant Investment Advisers, Inc. | 0.26% | Add +0.2% | 5,498 | $702K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -42.5% | 5,395 | $689K |
| AQR Capital Management | 0.00% | Reduce -5.1% | 5,322 | $679K |
| Foundations Investment Advisors, LLC | 0.01% | New | 5,215 | $666K |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 5,096 | $651K |
| Capital Investment Advisors, LLC | 0.01% | No change | 5,047 | $644K |
| Vista Capital Partners, Inc. | 0.07% | No change | 4,993 | $637K |
| MML Investors Services, LLC | 0.00% | Add +87.8% | 4,944 | $631K |
| Allworth Financial LP | 0.00% | Reduce -3.7% | 4,925 | $629K |
| Focus Partners Wealth | 0.00% | Reduce -2.7% | 4,899 | $625K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -14.4% | 4,656 | $594K |
| Flow Traders U.S. LLC | 0.02% | New | 4,649 | $593K |
| Legacy Financial Group LLC | 0.08% | Reduce -2.0% | 4,418 | $564K |
| FIL Ltd | 0.00% | No change | 4,223 | $539K |
| Discipline Wealth Solutions, LLC | 0.21% | Add +53.2% | 4,206 | $537K |
| Brand Asset Management Group, Inc. | 0.20% | No change | 4,116 | $525K |
| Empowered Funds, LLC | 0.01% | New | 4,085 | $521K |
| Peoples Bank | 0.34% | No change | 4,000 | $511K |
| HRT Financial LP | 0.00% | New | 3,968 | $506K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -16.6% | 3,897 | $497K |
| Sentinel Wealth Management, Inc. | 0.46% | — | 3,815 | $487K |
| NTV Asset Management LLC | 0.06% | No change | 3,810 | $486K |
| Keybank National Association | 0.00% | Add +22.7% | 3,692 | $471K |
| Spire Wealth Management | 0.02% | Reduce -0.1% | 3,438 | $439K |
"% of holder's portfolio" is IWC's weight in each manager's 13F, not the share of iShares Micro-Cap ETF the manager owns.