iShares Micro-Cap ETFIWCETF

13F holders, Q4 2025 (December 31)
259holders +32
43new positions
22sold out
1famous investor
$158.31avg. 13F price*

At the end of Q4 2025, 259 institutions reported holding iShares Micro-Cap ETF (IWC) in their 13F filings, up 32 from Q3 2025. 43 opened new positions and 22 sold out. The largest holders were 1832 Asset Management L.P. ($71.4M), Goldman Sachs Group Inc. ($49.4M) and Bank of America Corp. ($33.6M). One famous investor held it 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions43$48.6M
Exits22$19.1M

All 13F filers, Q3 2025 → Q4 2025: 581,604 shares bought and 328,556 shares sold, net +253,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 259 holders

1832 Asset Management L.P. 0.09% Reduce -3.3% 452,756 $71.4M
Goldman Sachs Group Inc. 0.01% Reduce -1.9% 312,964 $49.4M
Bank of America Corp. 0.00% Reduce -0.9% 212,812 $33.6M
Corient Private Wealth LP 0.04% Add +18.5% 177,674 $28.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.41% Add +0.1% 146,016 $23.0M
Whittier Trust Co. 0.21% New 120,509 $19.6M
TABR Capital Management, LLC 12.50% Reduce -7.5% 118,815 $18.7M
Bank of Montreal 0.01% Reduce -1.5% 114,239 $18.0M
LPL Financial LLC 0.00% Reduce -3.4% 112,004 $17.7M
Chicago Partners Investment Group LLC 0.41% Add +1.9% 95,372 $16.4M
Wells Fargo & Company 0.00% Add +4.1% 96,886 $15.3M
Cetera Investment Advisers 0.02% Reduce -1.6% 94,699 $14.9M
Halbert Hargrove Global Advisors, LLC 0.66% Reduce -3.0% 87,235 $13.8M
Whittier Trust Co. of Nevada Inc. 0.24% Add +107932.3% 70,221 $11.4M
Yeomans Consulting Group, Inc. 3.08% New 66,718 $10.5M
Morgan Stanley 0.00% Reduce -31.6% 66,004 $10.4M
FIL Ltd 0.01% Add +1350.9% 61,271 $9.7M
Sachem Hill LLC 1.87% Reduce -0.4% 61,034 $9.6M
Envestnet Asset Management Inc. 0.00% Reduce -0.8% 58,411 $9.2M
UBS Group AG 0.00% Reduce -12.2% 55,990 $8.8M
Creative Planning 0.01% Reduce -2.4% 53,081 $8.4M
Sentinel Trust Co. Lba 0.82% No change 52,956 $8.4M
Arkansas Financial Group, Inc. 1.20% Reduce -6.6% 52,660 $8.3M
Frank, Rimerman Advisors LLC 0.49% Add +3.5% 48,761 $7.7M
Smith, Moore & Co. 0.57% Add +1.7% 47,647 $7.5M
Norden Group LLC 0.71% Reduce -2.8% 45,932 $7.2M
Alesco Advisors, LLC, An ESL Co 0.18% Add +4.9% 43,467 $6.9M
Kingsview Wealth Management, LLC 0.10% Add +2971.4% 42,109 $6.6M
Dumont & Blake Investment Advisors LLC 1.54% Reduce -1.6% 40,682 $6.4M
JPMorgan Chase & Co. 0.00% Reduce -0.8% 39,124 $6.2M
Michelson Medical Research Foundation, Inc. 5.59% No change 35,385 $5.6M
Finley Financial, LLC 2.34% Reduce -2.1% 32,450 $5.1M
Raymond James Financial Inc. 0.00% Add +445.4% 31,605 $5.0M
Royal Bank of Canada 0.00% Add +9.1% 30,179 $4.8M
Rice Hall James & Associates, LLC 0.25% New 28,750 $4.5M
Johnson Investment Counsel Inc. 0.03% Reduce -1.2% 25,588 $4.0M
WealthShield Partners, LLC 0.39% Reduce -19.0% 22,634 $3.6M
Regal Investment Advisors LLC 0.20% Reduce -5.7% 21,663 $3.4M
Noble Family Wealth, LLC 0.71% Add +2.5% 21,327 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.3% 20,559 $3.2M
Institute for Wealth Management, LLC. 0.34% Add +0.5% 20,082 $3.2M
Osaic Holdings, Inc. 0.00% Add +35.0% 19,304 $3.0M
Stephens Inc. 0.04% Reduce -1.4% 19,038 $3.0M
Camelot Technology Advisors, Inc. 2.22% Add +6.1% 18,708 $3.0M
Texas Yale Capital Corp. 0.09% Add +18.5% 18,049 $2.8M
Weber Capital Management LLC 2.68% — 17,983 $2.8M
Efficient Advisors, LLC 0.16% Reduce -11.2% 17,475 $2.8M
Kendall Capital Management 0.57% Add +0.7% 17,195 $2.7M
Commonwealth Equity Services, LLC 0.00% Reduce -6.9% 17,158 $2.7M
O'shaughnessy Asset Management, LLC 0.01% Add +0.6% 16,571 $2.6M
Beacon Pointe Advisors, LLC 0.02% New 16,051 $2.5M
M1 Capital Management LLC 1.01% Reduce -6.5% 15,309 $2.4M
Evanson Asset Management, LLC 0.12% Add +4.1% 14,253 $2.2M
Indiana Trust & Investment Management Co 0.64% No change 13,830 $2.2M
Rockbridge Investment Management, LCC 0.20% Reduce -7.9% 13,304 $2.1M
Geneos Wealth Management Inc. 0.05% Add +1642.8% 13,141 $2.1M
HighTower Advisors, LLC 0.00% Reduce -20.8% 12,905 $2.0M
EMC Capital Management 0.82% New 11,741 $1.9M
GHP Investment Advisors, Inc. 0.07% Add +1.6% 10,929 $1.7M
Global Retirement Partners, LLC 0.03% Reduce -22.2% 10,917 $1.7M
LVZ, Inc. 0.19% Reduce -24.1% 10,687 $1.7M
Jones Financial Companies LLLP 0.00% Add +5.8% 10,557 $1.7M
Endowment Wealth Management, Inc. 0.76% Reduce -30.9% 10,460 $1.6M
Certuity, LLC 0.10% Add +0.5% 10,040 $1.6M
Level Financial Advisors 0.41% Reduce -0.2% 9,948 $1.6M
James Investment Research, Inc. 0.16% New 9,403 $1.5M
Optivise Advisory Services LLC 0.82% Reduce -2.6% 9,027 $1.4M
Moisand Fitzgerald Tamayo, LLC 0.16% Reduce -3.7% 8,917 $1.4M
Archer Investment Management, LLC 0.69% Reduce -31.8% 8,168 $1.3M
SFI Advisors, LLC 0.80% Reduce -9.5% 7,924 $1.2M
Physician Wealth Advisors, Inc. 0.17% Reduce -6.8% 7,920 $1.2M
Focus Partners Wealth 0.00% Add +4.8% 7,425 $1.2M
AQR Capital Management 0.00% Add +12.4% 7,270 $1.1M
Mariner, LLC 0.00% Reduce -12.1% 6,919 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -88.5% 6,846 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +7.1% 6,588 $1.1M
Modera Wealth Management, LLC 0.01% Add +0.0% 6,513 $1.0M
Capstone Investment Advisors, LLC 0.01% No change 6,401 $1.0M
MML Investors Services, LLC 0.00% Add +80.5% 6,320 $997K
Foundations Investment Advisors, LLC 0.01% Add +4.4% 6,286 $991K
Concurrent Investment Advisors, LLC 0.01% Add +4.2% 6,231 $983K
Kestra Advisory Services, LLC 0.00% Add +7.4% 6,103 $962K
Haven Private, LLC 0.42% No change 6,072 $958K
Lido Advisors, LLC 0.00% Add +22.8% 6,257 $943K
Captrust Financial Advisors 0.00% Add +4.6% 5,722 $902K
Jackson, Grant Investment Advisers, Inc. 0.29% Add +0.3% 5,528 $872K
Quantinno Capital Management LP 0.00% Add +64.5% 5,491 $866K
Ellis Investment Partners, LLC 0.15% Reduce -5.3% 5,361 $845K
Discipline Wealth Solutions, LLC 0.16% Reduce -25.0% 5,320 $839K
WESCAP Management Group, Inc. 0.17% No change 5,234 $825K
Vista Capital Partners, Inc. 0.08% No change 4,993 $787K
B. Riley Wealth Advisors, Inc. 0.04% New 4,926 $777K
Capital Investment Advisors, LLC 0.01% Reduce -5.0% 4,784 $754K
Bailard, Inc. 0.02% New 4,721 $745K
Allworth Financial LP 0.00% Reduce -3.1% 4,677 $738K
HRT Financial LP 0.00% Add +9.7% 4,601 $725K
Wealthcare Advisory Partners LLC 0.01% Add +40.9% 4,578 $722K
Legacy Financial Group LLC 0.09% Reduce -3.6% 4,260 $711K
Acropolis Investment Management, LLC 0.03% Reduce -0.4% 4,485 $707K
Atria Investments, Inc 0.01% Reduce -0.6% 4,392 $693K

"% 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 259 holders