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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions47$57.2M
Exits34$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
FMR LLC 0.00% Add +3.9% 4,357 $695K
Clear Creek Financial Management, LLC 0.05% Reduce -1.4% 4,272 $682K
Legacy Financial Group LLC 0.09% Add +0.0% 4,261 $680K
GTS Securities LLC 0.02% New 4,140 $661K
Brand Asset Management Group, Inc. 0.17% No change 4,116 $657K
Peoples Bank 0.64% No change 4,000 $638K
SFI Advisors, LLC 0.67% Reduce -49.9% 3,971 $634K
Mercer Global Advisors Inc. 0.00% Add +0.1% 3,929 $627K
Sentinel Wealth Management, Inc. 0.49% No change 3,815 $609K
Founders Financial Securities LLC 0.03% Reduce -0.4% 3,387 $577K
Steward Partners Investment Advisory, LLC 0.00% Add +763.9% 3,516 $561K
Urban Financial Advisory Corp 0.19% Reduce -11.3% 3,448 $550K
Biltmore Family Office, LLC 0.08% Reduce -15.2% 3,399 $543K
Keybank National Association 0.00% Reduce -8.5% 3,377 $539K
NTV Asset Management LLC 0.06% Reduce -4.5% 3,160 $504K
Next Capital Management LLC 0.15% No change 3,123 $498K
Bailard, Inc. 0.01% Reduce -33.9% 3,121 $498K
Sage Rhino Capital LLC 0.09% Add +85.5% 3,075 $491K
MML Investors Services, LLC 0.00% Reduce -51.4% 3,069 $490K
Focus Financial Network, Inc. 0.02% Reduce -14.2% 3,031 $484K
Focus Partners Advisor Solutions, LLC 0.00% No change 3,015 $481K
Ancora Advisors LLC 0.01% No change 3,003 $479K
Archer Investment Management, LLC 0.20% Reduce -63.3% 2,995 $478K
Tortoise Investment Management, LLC 0.04% No change 2,969 $474K
First Western Trust Bank 0.02% No change 2,947 $470K
Family Wealth Partners, LLC 0.15% No change 2,837 $453K
Cardiff Park Advisors, LLC 0.04% No change 2,773 $443K
Integrated Wealth Concepts LLC 0.00% Add +104.4% 2,772 $442K
Mullaney, Keating & Wright, Inc. 0.23% Add +42.7% 2,706 $432K
Legacy Advisors, LLC 0.05% No change 2,667 $426K
Meridian Wealth Management, LLC 0.01% New 2,600 $415K
Equitable Holdings, Inc. 0.00% New 2,553 $403K
Garrison Point Advisors, LLC 0.18% Reduce -3.5% 2,500 $399K
Beaird Harris Wealth Management, LLC 0.03% No change 2,428 $387K
Crusonia Wealth Advisors LLC 0.08% Add +0.0% 2,397 $383K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 2,347 $375K
Boston Family Office LLC 0.02% No change 2,333 $372K
BlackRock, Inc. 0.00% New 2,291 $366K
KFA Private Wealth Group, LLC 0.09% No change 2,287 $365K
Robertson Stephens Wealth Management, LLC 0.01% Add +2.9% 2,255 $360K
Farther Finance Advisors, LLC 0.00% Reduce -2.2% 2,205 $354K
National Bank of Canada 0.00% Reduce -12.9% 2,203 $352K
Spire Wealth Management 0.01% No change 2,109 $337K
Bank of New York Mellon Corp 0.00% Reduce -12.2% 2,091 $334K
World Investment Advisors 0.01% Add +1.2% 2,075 $331K
Compass Ion Advisors, LLC 0.03% Reduce -13.4% 2,074 $331K
Factor Wealth Management LTD 0.06% Add +4.8% 2,051 $327K
Burke & Herbert Bank & Trust Co. 0.09% No change 2,050 $327K
Silvercrest Asset Management Group LLC 0.00% Reduce -5.8% 2,050 $327K
Janney Montgomery Scott LLC 0.00% New 2,046 $327K
Doliver Advisors, LP 0.07% Reduce -2.7% 2,009 $321K
Sanctuary Advisors, LLC 0.00% Reduce -2.4% 2,000 $319K
Aspen Grove Capital, LLC 0.06% No change 1,959 $313K
Joel Isaacson & Co., LLC 0.01% Add +5.6% 1,929 $308K
Brown Advisory Inc. 0.00% No change 1,898 $303K
Tilson Financial Group, Inc. 0.09% Add +0.1% 1,873 $299K
Joseph P. Lucia & Associates, LLC 0.11% No change 1,865 $298K
XML Financial, LLC 0.02% New 1,838 $293K
Comprehensive Money Management Services LLC 0.19% No change 1,775 $283K
Stifel Financial Corp. 0.00% Add +31.9% 1,766 $282K
Wilson & Boucher Capital Management, LLC 0.18% No change 1,725 $275K
Crescent Grove Advisors, LLC 0.03% Reduce -17.9% 1,716 $274K
BNP Paribas Financial Markets 0.00% New 1,658 $265K
Forum Financial Management, LP 0.00% No change 1,645 $263K
Wealthspire Advisors, LLC 0.00% Add +0.1% 1,644 $262K
Simplex Trading, LLC 0.01% Add +31.8% 1,625 $259K
First Horizon Corp. 0.01% Reduce -21.0% 1,595 $255K
IHT Wealth Management, LLC 0.01% Add +10.7% 1,557 $249K
CoreCap Advisors, LLC 0.01% Reduce -7.7% 1,555 $248K
CIBC Bancorp USA Inc. 0.00% — 1,537 $245K
Cassaday & Co Wealth Management LLC 0.01% No change 1,513 $241K
Tucker Asset Management LLC 0.07% Add +1764.2% 1,510 $241K
Gradient Capital Advisors, LLC 0.06% No change 1,510 $241K
American Investment Services, Inc. 0.05% No change 1,492 $238K
Portland Global Advisors LLC 0.03% Reduce -16.9% 1,470 $235K
Integrated Advisors Network LLC 0.01% Reduce -4.1% 1,456 $232K
Eagle Global Advisors LLC 0.01% No change 1,450 $231K
Nvwm, LLC 0.05% Reduce -64.6% 1,389 $222K
Summit Financial, LLC 0.00% Add +0.1% 1,382 $221K
William Allan Corp 0.13% Add +0.1% 1,376 $220K
Basso Capital Management, L.P. 0.13% New 1,375 $219K
Kingsview Wealth Management, LLC 0.00% Reduce -96.7% 1,372 $219K
Cerity Partners LLC 0.00% Add +3.1% 1,368 $218K
Arkadios Wealth Advisors 0.00% New 1,332 $213K
Perigon Wealth Management, LLC 0.00% No change 1,308 $209K
Brown Brothers Harriman & Co. 0.00% No change 1,307 $209K
American Money Management, LLC 0.03% No change 1,300 $207K
One Capital Management, LLC 0.01% Reduce -2.3% 1,299 $207K
Capital Asset Managemnet, LLC 0.23% No change 1,283 $205K
Ballentine Capital Advisors, Inc 0.08% New 1,262 $202K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.1% 1,258 $201K
Annandale Capital, LLC 0.03% No change 471 $201K
Berkeley, Inc 0.07% New 1,254 $200K
Cornerstone Financial Management LLC 0.17% Reduce -12.5% 1,162 $186K
Allspring Global Investments Holdings, LLC 0.00% New 951 $154K
PNC Financial Services Group, Inc. 0.00% Reduce -6.6% 891 $142K
Rockefeller Capital Management L.P. 0.00% Reduce -15.1% 842 $134K
MAI Capital Management 0.00% Reduce -15.3% 831 $133K
Parallel Advisors, LLC 0.00% No change 825 $132K
Northwestern Mutual Wealth Management Co. 0.00% Add +727.8% 803 $128K
Geneos Wealth Management Inc. 0.00% Reduce -94.3% 754 $120K
Aptus Capital Advisors, LLC 0.00% No change 730 $117K
Horizon Kinetics Asset Management LLC 0.00% New 690 $110K
Godsey & Gibb, Inc. 0.01% No change 676 $108K
Ares Financial Consulting, LLC 0.08% Add +0.1% 668 $107K
Russell Investments Group, Ltd. 0.00% Add +0.1% 659 $105K
Guardian Wealth Advisors, LLC / NC 0.01% New 640 $102K
Mather Group, Llc. 0.00% New 639 $102K
IFP Advisors, Inc 0.00% Reduce -42.1% 631 $101K
Copia Wealth Management 0.06% New 569 $91K
Franklin Resources Inc. 0.00% No change 555 $89K
Advisory Services Network, LLC 0.00% New 543 $87K
Keating Financial Advisory Services, Inc. 0.01% Reduce -70.3% 534 $85K
TopTier Wealth Management, LLC 0.05% New 500 $80K
Ameriflex Group, Inc. 0.04% No change 485 $77K
Arax Advisory Partners 0.00% Reduce -49.4% 407 $65K
Evermay Wealth Management LLC 0.01% No change 406 $65K
Federation des caisses Desjardins du Quebec 0.00% No change 400 $64K
Punch & Associates Investment Management, Inc. 0.00% Add +8.4% 398 $64K
Fifth Third Bancorp 0.00% Add +1206.7% 392 $63K
Asset Dedication, LLC 0.00% Reduce -0.5% 380 $61K
Blair William & Co. 0.00% No change 355 $57K
Cwm, LLC 0.00% Add +1.7% 305 $49K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 304 $49K
Godfrey Financial Associates, Inc. 0.04% No change 290 $46K
Harbour Investments, Inc. 0.00% No change 284 $45K
American National Bank & Trust 0.00% No change 259 $41K
Signaturefd, LLC 0.00% Add +46.2% 253 $40K
Private Trust Co. NA 0.00% New 250 $40K
Synergy Investment Management, LLC 0.01% New 233 $37K
International Assets Investment Management, LLC 0.00% No change 200 $32K
1015 Capital Partners, LLC 0.03% Reduce -10.0% 180 $29K
Harbor Investment Advisory, LLC 0.00% Add +325.0% 170 $27K
US Bancorp \de 0.00% New 170 $27K
Raffa Wealth Management, LLC 0.00% No change 168 $27K
Bartlett & Co. Wealth Management LLC 0.00% No change 143 $26K
Dunhill Financial, LLC 0.01% New 150 $24K
AE Wealth Management LLC 0.00% Add +14500.0% 146 $23K
Atlantic Union Bankshares Corp 0.00% No change 142 $23K
Capital Investment Advisory Services, LLC 0.00% Reduce -15.5% 136 $22K
Frazier Financial Advisors, LLC 0.01% Reduce -33.7% 134 $21K
Beacon Investment Advisory Services, Inc. 0.00% New 100 $16K
MassMutual Private Wealth & Trust, FSB 0.00% New 100 $16K
DHJJ Financial Advisors, Ltd. 0.00% No change 89 $14K
Sound Income Strategies, LLC 0.00% No change 86 $14K
Pacific Center for Financial Services 0.00% No change 79 $13K
Clearstead Advisors, LLC 0.00% No change 79 $13K
Assetmark, Inc. 0.00% Add +38.3% 65 $10K
Capital Analysts, LLC 0.00% No change 57 $9K
Richard W. Paul & Associates, LLC 0.00% No change 55 $9K
Tradewinds Capital Management, LLC 0.00% No change 42 $7K
Salem Investment Counselors Inc. 0.00% New 35 $6K
Horizon Investments, LLC 0.00% New 34 $5K
Mosley Wealth Management 0.00% New 27 $4K
Triumph Capital Management 0.00% No change 19 $3K
Avion Wealth 0.00% No change 20 $3K
Glass Jacobson Investment Advisors llc 0.00% New 18 $3K
Lanark Financial, Inc. 0.00% No change 17 $3K
AdvisorNet Financial, Inc 0.00% No change 17 $3K
Winch Advisory Services, LLC 0.00% No change 14 $2K
Aventura Private Wealth, LLC 0.00% New 10 $2K
Eastern Bank 0.00% New 8 $1K
Tower Research Capital LLC (TRC) 0.00% New 8 $1K
Accent Capital Management, LLC 0.00% New 6 $958
CVA Family Office, LLC 0.00% No change 2 $319
TD Waterhouse Canada Inc. 0.00% No change 1 $161
Citigroup Inc. 0.00% New 1 $160

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