iShares Micro-Cap ETFIWCETF

13F holders, Q3 2025 (September 30)
227holders +20
38new positions
15sold out
2famous investors
$149.27avg. 13F price*

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

0100200300 Q1 2024: 207Q1 2024Q2 2024: 203Q2 2024Q3 2024: 222Q3 2024Q4 2024: 238Q4 2024Q1 2025: 209Q1 2025Q2 2025: 207Q2 2025Q3 2025: 227Q3 2025Q4 2025: 259Q4 2025Q1 2026: 267Q1 2026Q2 2026: 273Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions38$41.8M
Exits15$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.

Show all 227 holders