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
Genesis Financial Group, LLC 0.40% — 4,375 $690K
Clear Creek Financial Management, LLC 0.06% Add +0.3% 4,334 $683K
Goldstone Financial Group, LLC 0.08% Reduce -0.3% 4,276 $674K
Keystone Wealth Services, LLC 0.14% Reduce -10.2% 4,256 $671K
FMR LLC 0.00% Add +67.6% 4,194 $661K
Brand Asset Management Group, Inc. 0.18% No change 4,116 $649K
Biltmore Family Office, LLC 0.09% Reduce -14.0% 4,009 $632K
Peoples Bank 0.63% No change 4,000 $631K
Mercer Global Advisors Inc. 0.00% Reduce -12.7% 3,924 $619K
Nvwm, LLC 0.13% Reduce -3.1% 3,924 $619K
Urban Financial Advisory Corp 0.24% Reduce -0.5% 3,888 $613K
Sentinel Wealth Management, Inc. 0.50% No change 3,815 $602K
Keybank National Association 0.00% No change 3,692 $582K
Focus Financial Network, Inc. 0.02% Reduce -52.1% 3,531 $557K
Mutual Advisors, LLC 0.01% Add +60.7% 3,484 $549K
Founders Financial Securities LLC 0.03% Reduce -0.3% 3,402 $536K
NTV Asset Management LLC 0.06% No change 3,310 $522K
Eclectic Associates Inc. 0.08% New 3,274 $516K
Fulcrum Equity Management 0.49% Add +95.9% 3,226 $509K
Next Capital Management LLC 0.16% No change 3,123 $492K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -16.3% 3,015 $476K
Ancora Advisors LLC 0.01% No change 3,003 $474K
Tortoise Investment Management, LLC 0.04% No change 2,969 $468K
First Western Trust Bank 0.02% No change 2,947 $465K
Pacific Ridge Capital Partners, LLC 0.10% New 2,850 $449K
Family Wealth Partners, LLC 0.16% No change 2,837 $447K
Cardiff Park Advisors, LLC 0.04% No change 2,773 $437K
Legacy Advisors, LLC 0.05% New 2,667 $421K
Forefront Wealth Partners, LLC 0.19% New 2,607 $411K
Garrison Point Advisors, LLC 0.18% No change 2,590 $408K
National Bank of Canada 0.00% Add +6.2% 2,529 $399K
Beaird Harris Wealth Management, LLC 0.03% No change 2,428 $383K
Crusonia Wealth Advisors LLC 0.08% — 2,396 $378K
Compass Ion Advisors, LLC 0.04% Add +0.1% 2,394 $378K
Bank of New York Mellon Corp 0.00% Reduce -1.9% 2,381 $375K
Tiaa Trust, National Association 0.00% No change 2,347 $370K
Boston Family Office LLC 0.02% No change 2,333 $368K
KFA Private Wealth Group, LLC 0.09% No change 2,287 $361K
Farther Finance Advisors, LLC 0.00% Reduce -14.4% 2,254 $355K
Robertson Stephens Wealth Management, LLC 0.01% New 2,191 $346K
Silver Grove Financial Group, Inc. 0.30% No change 2,313 $345K
Silvercrest Asset Management Group LLC 0.00% No change 2,175 $343K
Spire Wealth Management 0.01% Reduce -36.1% 2,109 $333K
Crescent Grove Advisors, LLC 0.03% No change 2,090 $330K
Doliver Advisors, LP 0.08% Reduce -6.5% 2,065 $326K
Burke & Herbert Bank & Trust Co. 0.09% No change 2,050 $323K
World Investment Advisors 0.01% No change 2,050 $323K
Sanctuary Advisors, LLC 0.00% New 2,049 $323K
NewEdge Advisors, LLC 0.00% Add +1257.3% 2,036 $321K
First Horizon Corp. 0.01% No change 2,020 $319K
Baker Avenue Asset Management, LP 0.01% New 2,020 $318K
Aspen Grove Capital, LLC 0.05% No change 1,959 $309K
Factor Wealth Management LTD 0.07% Add +13.5% 1,957 $309K
Brown Advisory Inc. 0.00% New 1,898 $299K
Mullaney, Keating & Wright, Inc. 0.16% New 1,896 $299K
Nwam LLC 0.02% Reduce -7.4% 1,748 $298K
Tilson Financial Group, Inc. 0.09% Add +0.3% 1,871 $295K
Joseph P. Lucia & Associates, LLC 0.11% No change 1,865 $294K
Joel Isaacson & Co., LLC 0.01% Add +0.3% 1,826 $288K
Keating Financial Advisory Services, Inc. 0.04% — 1,801 $284K
Davies Financial Advisors, Inc. 0.52% Reduce -67.6% 1,789 $282K
Comprehensive Money Management Services LLC 0.19% No change 1,775 $280K
Portland Global Advisors LLC 0.03% No change 1,770 $279K
Wilson & Boucher Capital Management, LLC 0.18% Reduce -0.6% 1,725 $272K
CoreCap Advisors, LLC 0.01% Add +3.1% 1,685 $266K
City Center Advisors, LLC 0.24% Add +0.7% 1,658 $261K
Sage Rhino Capital LLC 0.05% New 1,658 $261K
Forum Financial Management, LP 0.00% Add +0.6% 1,645 $259K
Wealthspire Advisors, LLC 0.00% Reduce -49.9% 1,643 $259K
Sunbelt Securities, Inc. 0.02% New 1,559 $246K
CIBC Private Wealth Group LLC 0.00% No change 1,536 $242K
Integrated Advisors Network LLC 0.01% New 1,518 $239K
Cassaday & Co Wealth Management LLC 0.01% No change 1,513 $239K
Gradient Capital Advisors, LLC 0.06% No change 1,510 $238K
American Investment Services, Inc. 0.05% No change 1,492 $235K
Fortis Group Advisors, LLC 0.04% New 1,388 $232K
Eagle Global Advisors LLC 0.01% No change 1,450 $229K
TFB Advisors LLC 0.06% Add +0.3% 1,442 $227K
Annandale Capital, LLC 0.04% No change 471 $223K
Griffin Asset Management, Inc. 0.02% New 1,408 $222K
IHT Wealth Management, LLC 0.01% New 1,406 $222K
Summit Financial, LLC 0.00% Reduce -53.4% 1,380 $218K
William Allan Corp 0.12% New 1,374 $217K
Integrated Wealth Concepts LLC 0.00% Reduce -9.4% 1,356 $214K
Stifel Financial Corp. 0.00% New 1,339 $211K
One Capital Management, LLC 0.01% Reduce -71.3% 1,329 $210K
Cornerstone Financial Management LLC 0.20% — 1,328 $209K
Cerity Partners LLC 0.00% Reduce -5.2% 1,327 $209K
Perigon Wealth Management, LLC 0.00% New 1,308 $206K
Brown Brothers Harriman & Co. 0.00% No change 1,307 $206K
American Money Management, LLC 0.03% New 1,300 $205K
Capital Asset Managemnet, LLC 0.22% — 1,283 $202K
M&T Bank Corp 0.00% New 1,279 $202K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 1,257 $198K
Simplex Trading, LLC 0.01% Add +608.6% 1,233 $194K
IFP Advisors, Inc 0.00% Add +17.8% 1,090 $172K
Rockefeller Capital Management L.P. 0.00% Reduce -11.2% 992 $156K
MAI Capital Management 0.00% Add +44.0% 981 $155K
PNC Financial Services Group, Inc. 0.00% Add +7.1% 954 $150K
Angeles Wealth Management, LLC 0.01% No change 944 $149K
Parallel Advisors, LLC 0.00% No change 825 $130K
Arax Advisory Partners 0.00% New 804 $127K
Aptus Capital Advisors, LLC 0.00% No change 730 $115K
Godsey & Gibb, Inc. 0.01% No change 676 $107K
Ares Financial Consulting, LLC 0.10% — 667 $105K
Russell Investments Group, Ltd. 0.00% Reduce -0.1% 658 $104K
Franklin Resources Inc. 0.00% No change 555 $88K
Comerica Bank 0.00% Add +41.4% 512 $81K
Ameriflex Group, Inc. 0.04% New 485 $76K
Steward Partners Investment Advisory, LLC 0.00% Reduce -76.5% 407 $64K
Evermay Wealth Management LLC 0.01% No change 406 $64K
Federation des caisses Desjardins du Quebec 0.00% No change 400 $63K
Asset Dedication, LLC 0.00% No change 382 $60K
Punch & Associates Investment Management, Inc. 0.00% No change 367 $58K
Granite Investment Partners, LLC 0.00% New 360 $57K
Blair William & Co. 0.00% New 355 $56K
Cwm, LLC 0.00% No change 300 $47K
Litman Gregory Wealth Management LLC 0.00% New 294 $46K
Godfrey Financial Associates, Inc. 0.04% — 290 $46K
Harbour Investments, Inc. 0.00% Add +46.4% 284 $45K
American National Bank & Trust 0.00% No change 259 $41K
Kohmann Bosshard Financial Services, LLC 0.00% New 250 $39K
Frazier Financial Advisors, LLC 0.02% Add +104.0% 202 $32K
1015 Capital Partners, LLC 0.03% — 200 $32K
International Assets Investment Management, LLC 0.00% New 200 $32K
Signaturefd, LLC 0.00% New 173 $27K
Trust Co. of Vermont 0.00% No change 168 $26K
Raffa Wealth Management, LLC 0.00% No change 168 $26K
Capital Investment Advisory Services, LLC 0.00% No change 161 $25K
Woodside Wealth Management LLC 0.02% No change 158 $25K
Highline Wealth Partners LLC 0.01% New 150 $24K
Bartlett & Co. Wealth Management LLC 0.00% No change 143 $23K
Atlantic Union Bankshares Corp 0.00% No change 142 $22K
Northwestern Mutual Wealth Management Co. 0.00% Add +3133.3% 97 $15K
Sound Income Strategies, LLC 0.00% No change 86 $15K
DHJJ Financial Advisors, Ltd. 0.00% No change 89 $14K
Tucker Asset Management LLC 0.00% Add +6.6% 81 $13K
Clearstead Advisors, LLC 0.00% No change 79 $12K
Pacific Center for Financial Services 0.00% No change 79 $12K
Capital Analysts, LLC 0.00% New 57 $9K
Richard W. Paul & Associates, LLC 0.00% No change 55 $9K
Assetmark, Inc. 0.00% Reduce -4.1% 47 $7K
Tradewinds Capital Management, LLC 0.00% No change 42 $7K
Harbor Investment Advisory, LLC 0.00% No change 40 $6K
Fifth Third Bancorp 0.00% No change 30 $5K
Signature Equity Partners, LLC 0.00% — 20 $3K
Howe & Rusling Inc. 0.00% New 20 $3K
Triumph Capital Management 0.00% New 19 $3K
Avion Wealth 0.00% No change 20 $3K
Estate Planners Group, LLC 0.00% — 19 $3K
Brandywine Financial Group 0.01% — 18 $3K
AdvisorNet Financial, Inc 0.00% No change 17 $3K
Lanark Financial, Inc. 0.00% No change 17 $3K
Winch Advisory Services, LLC 0.00% No change 14 $2K
Quattro Advisors LLC 0.00% — 7 $1K
CVA Family Office, LLC 0.00% No change 2 $315
Park Square Financial Group, LLC 0.00% New 2 $261
AE Wealth Management LLC 0.00% New 1 $158
TD Waterhouse Canada Inc. 0.00% No change 1 $158

"% of holder's portfolio" is IWC's weight in each manager's 13F, not the share of iShares Micro-Cap ETF the manager owns.