iShares Micro-Cap ETFIWCETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 227 institutions reported holding iShares Micro-Cap ETF (IWC) in their 13F filings, up 20 from Q2 2025. 38 opened new positions and 15 sold out. The largest holders were 1832 Asset Management L.P. ($69.8M), Goldman Sachs Group Inc. ($47.6M) and Bank of America Corp. ($32.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $41.8M |
| Exits | 15 | $7.8M |
All 13F filers, Q2 2025 → Q3 2025: 805,789 shares bought and 414,927 shares sold, net +390,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 227 holders
| 1832 Asset Management L.P. | 0.12% | Reduce -13.6% | 468,361 | $69.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +1578.2% | 319,009 | $47.6M |
| Bank of America Corp. | 0.00% | Add +6.3% | 214,732 | $32.0M |
| Corient Private Wealth LP | 0.04% | Reduce -18.9% | 149,906 | $22.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.44% | Reduce -0.4% | 145,805 | $21.7M |
| TABR Capital Management, LLC | 13.16% | New | 128,448 | $19.2M |
| LPL Financial LLC | 0.01% | Add +166.0% | 115,964 | $17.3M |
| Bank of Montreal | 0.01% | Reduce -13.1% | 115,943 | $17.3M |
| Chicago Partners Investment Group LLC | 0.39% | Add +4.0% | 93,626 | $14.7M |
| Morgan Stanley | 0.00% | Reduce -42.2% | 96,508 | $14.4M |
| Cetera Investment Advisers | 0.02% | Add +248.2% | 96,261 | $14.4M |
| Wells Fargo & Company | 0.00% | Add +6.0% | 93,099 | $13.9M |
| Halbert Hargrove Global Advisors, LLC | 0.66% | Reduce -2.4% | 89,910 | $13.4M |
| UBS Group AG | 0.00% | Reduce -26.5% | 63,771 | $9.5M |
| Sachem Hill LLC | 1.83% | Reduce -1.6% | 61,292 | $9.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -3.2% | 59,530 | $8.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.9% | 58,857 | $8.8M |
| Arkansas Financial Group, Inc. | 1.24% | Reduce -3.8% | 56,396 | $8.4M |
| Creative Planning | 0.01% | Reduce -1.2% | 54,370 | $8.1M |
| Sentinel Trust Co. Lba | 0.80% | Reduce -10.6% | 52,956 | $7.9M |
| Park Avenue Securities LLC | 0.06% | Add +0.7% | 50,974 | $7.6M |
| Norden Group LLC | 0.72% | New | 47,263 | $7.0M |
| Frank, Rimerman Advisors LLC | 0.45% | Reduce -0.5% | 47,097 | $7.0M |
| Smith, Moore & Co. | 0.54% | Add +0.7% | 46,867 | $7.0M |
| Alesco Advisors, LLC, An ESL Co | 0.17% | Reduce -12.6% | 41,453 | $6.2M |
| Dumont & Blake Investment Advisors LLC | 1.49% | Add +0.1% | 41,331 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.1% | 39,430 | $5.9M |
| Michelson Medical Research Foundation, Inc. | 4.59% | No change | 35,385 | $5.3M |
| Finley Financial, LLC | 2.29% | Reduce -0.6% | 33,145 | $4.9M |
| WealthShield Partners, LLC | 0.47% | Reduce -7.2% | 27,954 | $4.2M |
| Royal Bank of Canada | 0.00% | Reduce -57.4% | 27,656 | $4.1M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -0.7% | 25,903 | $3.9M |
| Citadel Advisors | 0.00% | Reduce -16.3% | 24,302 | $3.6M |
| Regal Investment Advisors LLC | 0.22% | Reduce -1.3% | 22,964 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +155.6% | 21,266 | $3.2M |
| Noble Family Wealth, LLC | 0.68% | Reduce -0.4% | 20,810 | $3.1M |
| Institute for Wealth Management, LLC. | 0.31% | Reduce -1.0% | 19,975 | $3.0M |
| Efficient Advisors, LLC | 0.17% | Reduce -16.2% | 19,683 | $2.9M |
| Stephens Inc. | 0.04% | No change | 19,317 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +32.6% | 18,433 | $2.7M |
| Camelot Technology Advisors, Inc. | 2.11% | Reduce -17.9% | 17,629 | $2.6M |
| Kendall Capital Management | 0.57% | Reduce -3.2% | 17,074 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +15.9% | 16,480 | $2.5M |
| M1 Capital Management LLC | 1.05% | Reduce -6.1% | 16,370 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +3.0% | 16,292 | $2.4M |
| Texas Yale Capital Corp. | 0.07% | Add +4.1% | 15,229 | $2.3M |
| Endowment Wealth Management, Inc. | 1.02% | Add +13.7% | 15,129 | $2.3M |
| Del-Sette Capital Management, LLC | 1.35% | New | 14,619 | $2.2M |
| Rockbridge Investment Management, LCC | 0.21% | Add +0.2% | 14,444 | $2.2M |
| LVZ, Inc. | 0.24% | Reduce -3.8% | 14,087 | $2.1M |
| Global Retirement Partners, LLC | 0.05% | Add +561.8% | 14,029 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +20.9% | 14,298 | $2.1M |
| Indiana Trust & Investment Management Co | 0.63% | No change | 13,830 | $2.1M |
| Evanson Asset Management, LLC | 0.12% | Add +1.1% | 13,697 | $2.0M |
| Two Sigma Investments, LP | 0.00% | Add +95.2% | 12,100 | $1.8M |
| Archer Investment Management, LLC | 1.10% | Reduce -1.0% | 11,970 | $1.8M |
| GHP Investment Advisors, Inc. | 0.07% | Reduce -2.8% | 10,756 | $1.6M |
| Certuity, LLC | 0.10% | Add +0.6% | 9,995 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +17.9% | 9,974 | $1.5M |
| Level Financial Advisors | 0.42% | Add +6.4% | 9,971 | $1.5M |
| Optivise Advisory Services LLC | 0.82% | New | 9,265 | $1.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.16% | No change | 9,263 | $1.4M |
| SFI Advisors, LLC | 0.83% | Reduce -10.5% | 8,753 | $1.3M |
| Physician Wealth Advisors, Inc. | 0.18% | Reduce -5.3% | 8,493 | $1.3M |
| Mariner, LLC | 0.00% | Add +5.0% | 7,871 | $1.2M |
| Focus Financial Network, Inc. | 0.04% | New | 7,370 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +44.6% | 7,086 | $1.1M |
| Discipline Wealth Solutions, LLC | 0.28% | Add +68.7% | 7,096 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Reduce -18.5% | 6,512 | $971K |
| AQR Capital Management | 0.00% | Add +21.6% | 6,470 | $965K |
| Capstone Investment Advisors, LLC | 0.01% | New | 6,401 | $954K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.7% | 6,149 | $940K |
| Haven Private, LLC | 0.40% | No change | 6,072 | $905K |
| Foundations Investment Advisors, LLC | 0.01% | Add +15.5% | 6,021 | $898K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 5,978 | $891K |
| Raymond James Financial Inc. | 0.00% | Add +1.7% | 5,795 | $864K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.5% | 5,681 | $847K |
| Ellis Investment Partners, LLC | 0.15% | Reduce -1.5% | 5,661 | $844K |
| Davies Financial Advisors, Inc. | 0.67% | Reduce -5.0% | 5,524 | $824K |
| Jackson, Grant Investment Advisers, Inc. | 0.27% | Add +0.2% | 5,509 | $821K |
| Captrust Financial Advisors | 0.00% | Reduce -14.1% | 5,471 | $816K |
| WESCAP Management Group, Inc. | 0.16% | Reduce -7.0% | 5,234 | $780K |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 5,097 | $760K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.2% | 5,038 | $751K |
| Vista Capital Partners, Inc. | 0.08% | No change | 4,993 | $744K |
| Allworth Financial LP | 0.00% | Reduce -2.0% | 4,825 | $719K |
| Stratos Wealth Advisors, LLC | 0.03% | New | 4,805 | $716K |
| Keystone Wealth Services, LLC | 0.15% | New | 4,739 | $707K |
| Biltmore Family Office, LLC | 0.10% | Reduce -23.3% | 4,662 | $695K |
| One Capital Management, LLC | 0.02% | Reduce -58.3% | 4,634 | $691K |
| Empowered Funds, LLC | 0.01% | Add +11.8% | 4,568 | $681K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.6% | 4,497 | $670K |
| Atria Investments, Inc | 0.01% | New | 4,419 | $659K |
| Legacy Financial Group LLC | 0.09% | No change | 4,418 | $659K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -7.2% | 4,321 | $644K |
| Goldstone Financial Group, LLC | 0.08% | New | 4,289 | $639K |
| FIL Ltd | 0.00% | No change | 4,223 | $630K |
| HRT Financial LP | 0.00% | Add +5.7% | 4,195 | $625K |
| Brand Asset Management Group, Inc. | 0.17% | No change | 4,116 | $614K |
| Nvwm, LLC | 0.14% | New | 4,051 | $604K |
"% of holder's portfolio" is IWC's weight in each manager's 13F, not the share of iShares Micro-Cap ETF the manager owns.