iShares Micro-Cap ETFIWCETF
13F holders, Q1 2026 (March 31)267holders +8
47new positions
34sold out
2famous investors
$160.56avg. 13F price*
At the end of Q1 2026, 267 institutions reported holding iShares Micro-Cap ETF (IWC) in their 13F filings, up 8 from Q4 2025. 47 opened new positions and 34 sold out. The largest holders were 1832 Asset Management L.P. ($71.3M), Whittier Trust Co. ($52.9M) and Goldman Sachs Group Inc. ($50.9M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $57.2M |
| Exits | 34 | $17.8M |
All 13F filers, Q4 2025 → Q1 2026: 961,377 shares bought and 374,023 shares sold, net +587,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 267 holders
| 1832 Asset Management L.P. | 0.09% | Reduce -1.3% | 446,926 | $71.3M |
| Whittier Trust Co. | 0.60% | Add +168.8% | 323,937 | $52.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.9% | 319,009 | $50.9M |
| Bank of America Corp. | 0.00% | Add +10.5% | 235,188 | $37.5M |
| Corient Private Wealth LP | 0.04% | Reduce -3.2% | 172,025 | $27.5M |
| Whittier Trust Co. of Nevada Inc. | 0.55% | Add +134.6% | 164,721 | $26.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.39% | Reduce -3.7% | 140,664 | $22.5M |
| Morgan Stanley | 0.00% | Add +86.7% | 123,209 | $19.7M |
| Wells Fargo & Company | 0.00% | Add +25.4% | 121,477 | $19.4M |
| Chicago Partners Investment Group LLC | 0.40% | Add +4.4% | 99,610 | $18.0M |
| Bank of Montreal | 0.01% | Reduce -2.8% | 111,088 | $17.7M |
| Cetera Investment Advisers | 0.02% | Add +14.3% | 108,219 | $17.3M |
| LPL Financial LLC | 0.00% | Reduce -4.5% | 107,020 | $17.1M |
| Halbert Hargrove Global Advisors, LLC | 0.66% | Reduce -2.6% | 84,985 | $13.6M |
| Wellington Management Group LLP | 0.00% | New | 76,300 | $12.2M |
| Sentinel Trust Co. Lba | 1.08% | Add +28.6% | 68,106 | $10.9M |
| Sachem Hill LLC | 1.87% | Reduce -1.0% | 60,448 | $9.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.9% | 56,707 | $9.1M |
| Arkansas Financial Group, Inc. | 1.20% | Reduce -2.6% | 51,294 | $8.6M |
| Creative Planning | 0.01% | Add +0.0% | 53,092 | $8.5M |
| UBS Group AG | 0.00% | Reduce -11.0% | 49,832 | $8.0M |
| Park Avenue Securities LLC | 0.06% | New | 49,419 | $7.9M |
| Baker Avenue Asset Management, LP | 0.17% | Add +2278.3% | 48,041 | $7.7M |
| Smith, Moore & Co. | 0.55% | Reduce -0.1% | 47,580 | $7.6M |
| Frank, Rimerman Advisors LLC | 0.49% | Reduce -3.3% | 47,168 | $7.5M |
| Susquehanna International Group, LLP | 0.01% | Add +560.0% | 45,181 | $7.2M |
| Merit Financial Group, LLC | 0.05% | New | 43,071 | $6.9M |
| Raymond James Financial Inc. | 0.00% | Add +33.0% | 42,038 | $6.7M |
| Alesco Advisors, LLC, An ESL Co | 0.17% | Reduce -3.8% | 41,820 | $6.7M |
| Dumont & Blake Investment Advisors LLC | 1.55% | Reduce -4.3% | 38,922 | $6.2M |
| Norden Group LLC | 0.59% | Reduce -15.9% | 38,627 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 38,882 | $6.0M |
| Citadel Advisors | 0.00% | New | 36,069 | $5.8M |
| Michelson Medical Research Foundation, Inc. | 5.73% | No change | 35,385 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +8.2% | 32,666 | $5.2M |
| Finley Financial, LLC | 2.41% | Reduce -0.6% | 32,250 | $5.1M |
| Heck Capital Advisors, LLC | 0.38% | New | 31,743 | $5.1M |
| FIL Ltd | 0.00% | Reduce -49.0% | 31,271 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +38.2% | 28,421 | $4.5M |
| Johnson Investment Counsel Inc. | 0.03% | Add +3.4% | 26,469 | $4.2M |
| Piedmont Capital Management, LLC | 1.99% | New | 23,888 | $3.9M |
| TABR Capital Management, LLC | 3.59% | Reduce -79.4% | 24,458 | $3.9M |
| WealthShield Partners, LLC | 0.41% | Add +1.9% | 23,076 | $3.7M |
| Regal Investment Advisors LLC | 0.20% | Add +0.0% | 21,664 | $3.5M |
| Jane Street Group, LLC | 0.00% | New | 21,573 | $3.4M |
| Noble Family Wealth, LLC | 0.69% | Reduce -1.5% | 20,998 | $3.4M |
| Institute for Wealth Management, LLC. | 0.34% | Reduce -0.2% | 20,048 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Add +1.4% | 19,572 | $3.1M |
| Stephens Inc. | 0.04% | No change | 19,038 | $3.0M |
| Camelot Technology Advisors, Inc. | 2.20% | Add +0.3% | 18,770 | $3.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.9% | 18,218 | $2.9M |
| Weber Capital Management LLC | 2.87% | No change | 17,983 | $2.9M |
| Texas Yale Capital Corp. | 0.08% | Reduce -0.8% | 17,899 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Add +37.6% | 17,757 | $2.8M |
| Kendall Capital Management | 0.57% | Add +1.2% | 17,406 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.7% | 17,046 | $2.7M |
| Efficient Advisors, LLC | 0.18% | Reduce -8.4% | 16,006 | $2.6M |
| Capstone Wealth Management Group, LLC | 1.00% | New | 14,930 | $2.4M |
| M1 Capital Management LLC | 1.07% | Reduce -4.9% | 14,556 | $2.3M |
| Evanson Asset Management, LLC | 0.12% | Add +0.1% | 14,260 | $2.3M |
| Indiana Trust & Investment Management Co | 0.68% | No change | 13,830 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -20.5% | 12,756 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +523.9% | 12,703 | $2.0M |
| Rockbridge Investment Management, LCC | 0.18% | Reduce -4.8% | 12,669 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +20.3% | 12,704 | $2.0M |
| Foundations Investment Advisors, LLC | 0.02% | Add +94.4% | 12,221 | $2.0M |
| Genesis Financial Group, LLC | 1.21% | Add +158.3% | 11,300 | $1.8M |
| Endowment Wealth Management, Inc. | 0.78% | Add +5.8% | 11,061 | $1.8M |
| GHP Investment Advisors, Inc. | 0.07% | Add +0.1% | 10,934 | $1.7M |
| Certuity, LLC | 0.10% | Reduce -0.1% | 10,026 | $1.6M |
| Level Financial Advisors | 0.40% | Reduce -0.2% | 9,932 | $1.6M |
| James Investment Research, Inc. | 0.17% | No change | 9,403 | $1.5M |
| Robinson Value Management, Ltd. | 0.82% | New | 9,265 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +43.3% | 8,965 | $1.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.15% | No change | 8,917 | $1.4M |
| AQR Capital Management | 0.00% | Add +13.7% | 8,268 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +10.4% | 8,195 | $1.3M |
| Connors Investor Services Inc. | 0.12% | New | 7,975 | $1.3M |
| Physician Wealth Advisors, Inc. | 0.17% | Reduce -2.2% | 7,743 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +35.2% | 7,422 | $1.2M |
| Mariner, LLC | 0.00% | Add +0.5% | 6,953 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | No change | 6,513 | $1.0M |
| Haven Private, LLC | 0.42% | No change | 6,072 | $969K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.5% | 5,887 | $940K |
| Simplicity Wealth,LLC | 0.05% | New | 5,669 | $905K |
| Jackson, Grant Investment Advisers, Inc. | 0.29% | Add +0.1% | 5,534 | $883K |
| Captrust Financial Advisors | 0.00% | Reduce -5.0% | 5,436 | $868K |
| Discipline Wealth Solutions, LLC | 0.09% | Reduce -0.7% | 5,283 | $843K |
| CCG Wealth Management, LLC | 0.23% | New | 5,279 | $843K |
| WESCAP Management Group, Inc. | 0.16% | No change | 5,234 | $835K |
| Eclectic Associates Inc. | 0.11% | Add +54.9% | 5,071 | $809K |
| Vista Capital Partners, Inc. | 0.08% | No change | 4,993 | $797K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -25.6% | 4,898 | $797K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -7.2% | 4,973 | $794K |
| Forefront Wealth Partners, LLC | 0.32% | Add +82.9% | 4,769 | $761K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.4% | 4,764 | $760K |
| Allworth Financial LP | 0.00% | No change | 4,677 | $747K |
| Kennedy Capital Management LLC | 0.02% | New | 4,537 | $724K |
| Acropolis Investment Management, LLC | 0.03% | No change | 4,485 | $716K |
| Mutual Advisors, LLC | 0.02% | Add +26.7% | 4,414 | $705K |
"% of holder's portfolio" is IWC's weight in each manager's 13F, not the share of iShares Micro-Cap ETF the manager owns.