iShares Micro-Cap ETFIWCETF
13F holders, Q2 2026 (June 30)273holders +6
33new positions
29sold out
3famous investors
$199.47avg. 13F price*
At the end of Q2 2026, 273 institutions reported holding iShares Micro-Cap ETF (IWC) in their 13F filings, up 6 from Q1 2026. 33 opened new positions and 29 sold out. The largest holders were 1832 Asset Management L.P. ($82.4M), Whittier Trust Co. ($69.1M) and Goldman Sachs Group Inc. ($62.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $11.0M |
| Exits | 29 | $16.5M |
All 13F filers, Q1 2026 → Q2 2026: 351,588 shares bought and 482,076 shares sold, net −130,488 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 273 holders
| 1832 Asset Management L.P. | 0.10% | Reduce -7.9% | 411,765 | $82.4M |
| Whittier Trust Co. | 0.68% | Add +7.4% | 347,840 | $69.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.9% | 312,964 | $62.6M |
| Bank of America Corp. | 0.00% | Add +10.7% | 260,405 | $52.1M |
| Whittier Trust Co. of Nevada Inc. | 0.65% | Add +7.7% | 177,475 | $34.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.41% | Add +0.1% | 140,737 | $28.2M |
| Wells Fargo & Company | 0.00% | Add +13.2% | 137,513 | $27.5M |
| Morgan Stanley | 0.00% | Add +7.5% | 132,390 | $26.5M |
| Cetera Investment Advisers | 0.02% | Reduce -1.6% | 106,545 | $21.3M |
| Bank of Montreal | 0.01% | Reduce -5.3% | 105,227 | $21.0M |
| Chicago Partners Investment Group LLC | 0.38% | Reduce -0.1% | 99,464 | $18.8M |
| Halbert Hargrove Global Advisors, LLC | 0.72% | Reduce -3.1% | 82,329 | $16.5M |
| Wellington Management Group LLP | 0.00% | Add +0.1% | 76,400 | $15.3M |
| Merit Financial Group, LLC | 0.09% | Add +70.1% | 73,262 | $14.7M |
| Corient Private Wealth LP | 0.02% | Reduce -59.9% | 68,944 | $13.8M |
| Assetmark, Inc. | 0.02% | Add +98346.1% | 63,990 | $12.8M |
| TABR Capital Management, LLC | 10.07% | Add +141.6% | 59,092 | $11.8M |
| Sachem Hill LLC | 2.08% | Reduce -3.2% | 58,503 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.2% | 57,960 | $11.6M |
| LPL Financial LLC | 0.00% | Reduce -46.0% | 57,769 | $11.6M |
| Sentinel Trust Co. Lba | 0.97% | Reduce -20.0% | 54,480 | $10.9M |
| Creative Planning | 0.01% | Reduce -0.1% | 53,032 | $10.6M |
| Park Avenue Securities LLC | 0.06% | Add +4.6% | 51,702 | $10.3M |
| UBS Group AG | 0.00% | Add +0.4% | 50,039 | $10.0M |
| Baker Avenue Asset Management, LP | 0.19% | Add +2.4% | 49,177 | $9.8M |
| Arkansas Financial Group, Inc. | 1.25% | Reduce -6.5% | 47,956 | $9.6M |
| Smith, Moore & Co. | 0.61% | Reduce -1.2% | 47,010 | $9.4M |
| Frank, Rimerman Advisors LLC | 0.53% | Reduce -0.3% | 47,005 | $9.4M |
| Raymond James Financial Inc. | 0.00% | Add +6.1% | 44,591 | $8.9M |
| Alesco Advisors, LLC, An ESL Co | 0.18% | Reduce -6.4% | 39,139 | $7.8M |
| Dumont & Blake Investment Advisors LLC | 1.74% | Reduce -0.8% | 38,621 | $7.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.9% | 38,140 | $7.6M |
| Michelson Medical Research Foundation, Inc. | 6.54% | No change | 35,385 | $7.1M |
| Johnson Investment Counsel Inc. | 0.05% | Add +28.3% | 33,968 | $6.8M |
| Finley Financial, LLC | 2.59% | Reduce -0.3% | 32,170 | $6.4M |
| FIL Ltd | 0.00% | No change | 31,271 | $6.3M |
| Piedmont Capital Management, LLC | 3.12% | Add +28.9% | 30,801 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -32.8% | 30,357 | $6.1M |
| Citadel Advisors | 0.00% | Reduce -24.4% | 27,251 | $5.5M |
| Royal Bank of Canada | 0.00% | Reduce -24.8% | 24,558 | $4.9M |
| Regal Investment Advisors LLC | 0.22% | Reduce -2.5% | 21,112 | $4.2M |
| Noble Family Wealth, LLC | 0.75% | No change | 20,998 | $4.2M |
| Kennedy Capital Management LLC | 0.07% | Add +355.7% | 20,675 | $4.1M |
| Osaic Holdings, Inc. | 0.00% | Add +5.4% | 20,630 | $4.1M |
| Institute for Wealth Management, LLC. | 0.35% | No change | 20,048 | $4.0M |
| Stephens Inc. | 0.04% | Reduce -0.5% | 18,938 | $3.8M |
| Camelot Technology Advisors, Inc. | 2.58% | Add +0.7% | 18,894 | $3.8M |
| Jones Financial Companies LLLP | 0.00% | Add +46.7% | 18,632 | $3.6M |
| Texas Yale Capital Corp. | 0.08% | Add +1.2% | 18,117 | $3.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -1.0% | 18,041 | $3.6M |
| Weber Capital Management LLC | 3.06% | No change | 17,983 | $3.6M |
| Kendall Capital Management | 0.57% | Reduce -0.9% | 17,252 | $3.5M |
| Evanson Financial, LLC | 0.14% | — | 14,272 | $2.9M |
| Indiana Trust & Investment Management Co | 0.76% | No change | 13,830 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Add +4.2% | 13,239 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -26.9% | 12,981 | $2.6M |
| M1 Capital Management LLC | 0.95% | Reduce -11.3% | 12,909 | $2.6M |
| Genesis Financial Group, LLC | 1.57% | Add +6.6% | 12,050 | $2.4M |
| EMC Capital Management | 0.93% | — | 11,741 | $2.3M |
| Endowment Wealth Management, Inc. | 0.90% | Add +4.8% | 11,587 | $2.3M |
| Rockbridge Investment Management, LCC | 0.19% | Reduce -8.9% | 11,547 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -59.7% | 11,450 | $2.3M |
| Connors Investor Services Inc. | 0.19% | Add +35.2% | 10,780 | $2.2M |
| GHP Investment Advisors, Inc. | 0.08% | Reduce -2.1% | 10,704 | $2.1M |
| Woodward Financial Advisors, Inc. | 0.69% | — | 10,336 | $2.1M |
| Certuity, LLC | 0.10% | Add +0.1% | 10,039 | $2.0M |
| Level Financial Advisors | 0.44% | Reduce -1.6% | 9,769 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -24.1% | 9,685 | $1.9M |
| Forefront Wealth Partners, LLC | 0.59% | Add +100.9% | 9,583 | $1.9M |
| James Investment Research, Inc. | 0.19% | No change | 9,403 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +12.4% | 9,212 | $1.8M |
| Robinson Value Management, Ltd. | 0.99% | Reduce -0.7% | 9,201 | $1.8M |
| Lido Advisors, LLC | 0.01% | Add +1.4% | 9,092 | $1.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.17% | Reduce -0.1% | 8,910 | $1.8M |
| AQR Capital Management | 0.00% | Add +0.3% | 8,295 | $1.7M |
| LVZ, Inc. | 0.16% | New | 7,694 | $1.5M |
| Physician Wealth Advisors, Inc. | 0.18% | Reduce -1.6% | 7,623 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Add +0.4% | 7,454 | $1.5M |
| Allworth Financial LP | 0.01% | Add +58.0% | 7,391 | $1.5M |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -43.1% | 6,952 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -2.1% | 6,804 | $1.4M |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.1% | 6,311 | $1.3M |
| Capstone Investment Advisors, LLC | 0.01% | New | 6,301 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -64.4% | 6,073 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +1.2% | 5,956 | $1.2M |
| Simplicity Wealth,LLC | 0.04% | Add +1.9% | 5,776 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +4.4% | 5,673 | $1.1M |
| Jackson, Grant Investment Advisers, Inc. | 0.34% | Add +0.2% | 5,545 | $1.1M |
| Renaissance Technologies | 0.00% | New | 5,484 | $1.1M |
| FMR LLC | 0.00% | Add +22.8% | 5,349 | $1.1M |
| Basso Capital Management, L.P. | 0.26% | Add +288.9% | 5,347 | $1.1M |
| Nvwm, LLC | 0.21% | Add +281.6% | 5,300 | $1.1M |
| Eclectic Associates Inc. | 0.12% | Add +3.8% | 5,262 | $1.1M |
| WESCAP Management Group, Inc. | 0.20% | No change | 5,234 | $1.0M |
| CCG Wealth Management, LLC | 0.24% | Reduce -1.1% | 5,222 | $1.0M |
| Discipline Wealth Solutions, LLC | 0.09% | Reduce -1.6% | 5,197 | $1.0M |
| Vista Capital Partners, Inc. | 0.09% | No change | 4,993 | $999K |
| MML Investors Services, LLC | 0.00% | Add +56.1% | 4,792 | $959K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.5% | 4,874 | $953K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.3% | 4,700 | $940K |
| Acropolis Investment Management, LLC | 0.04% | No change | 4,485 | $897K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -9.9% | 4,480 | $896K |
| Legacy Financial Group LLC | 0.09% | Reduce -3.1% | 4,130 | $826K |
| Brand Asset Management Group, Inc. | 0.18% | No change | 4,116 | $823K |
| Haven Private, LLC | 0.31% | Reduce -32.9% | 4,072 | $815K |
| Marex Group Ltd | 0.01% | New | 4,054 | $811K |
| SFI Advisors, LLC | 0.67% | Reduce -2.2% | 3,885 | $777K |
| Sentinel Wealth Management, Inc. | 0.54% | No change | 3,815 | $763K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.1% | 3,806 | $761K |
| Urban Financial Advisory Corp | 0.21% | Add +10.3% | 3,803 | $761K |
| Peoples Bank | 0.73% | Reduce -6.3% | 3,750 | $750K |
| XML Financial, LLC | 0.05% | Add +103.9% | 3,748 | $750K |
| Integrated Wealth Concepts LLC | 0.00% | Add +29.6% | 3,592 | $719K |
| Founders Financial Securities LLC | 0.03% | Add +0.0% | 3,388 | $678K |
| Farther Finance Advisors, LLC | 0.01% | Add +53.6% | 3,386 | $677K |
| Keybank National Association | 0.00% | No change | 3,377 | $676K |
| Doliver Advisors, LP | 0.15% | Add +59.8% | 3,210 | $642K |
| NTV Asset Management LLC | 0.06% | No change | 3,160 | $632K |
| Next Capital Management LLC | 0.17% | No change | 3,123 | $625K |
| Bailard, Inc. | 0.01% | No change | 3,121 | $624K |
| Sage Rhino Capital LLC | 0.10% | Add +0.4% | 3,086 | $617K |
| Focus Financial Network, Inc. | 0.02% | Add +1.4% | 3,075 | $615K |
| Ancora Advisors LLC | 0.01% | No change | 3,003 | $601K |
| First Western Trust Bank | 0.03% | No change | 2,947 | $590K |
| Archer Investment Management, LLC | 0.20% | Reduce -1.6% | 2,946 | $589K |
| Trustmark Bank Trust Department | 0.04% | New | 2,935 | $587K |
| Mullaney, Keating & Wright, Inc. | 0.28% | Add +7.3% | 2,904 | $581K |
| Tortoise Investment Management, LLC | 0.04% | Reduce -3.7% | 2,859 | $572K |
| Family Wealth Partners, LLC | 0.17% | No change | 2,837 | $567K |
| Legacy Advisors, LLC | 0.05% | No change | 2,667 | $534K |
| Cardiff Park Advisors, LLC | 0.04% | Reduce -5.5% | 2,620 | $524K |
| Sanctuary Advisors, LLC | 0.00% | Add +25.3% | 2,505 | $501K |
| Garrison Point Advisors, LLC | 0.20% | No change | 2,500 | $500K |
| Beaird Harris Wealth Management, LLC | 0.03% | No change | 2,428 | $486K |
| Crusonia Wealth Advisors LLC | 0.08% | No change | 2,397 | $480K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | No change | 2,347 | $469K |
| Boston Family Office LLC | 0.03% | No change | 2,333 | $467K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +2.0% | 2,301 | $460K |
| BlackRock, Inc. | 0.00% | No change | 2,291 | $458K |
| National Bank of Canada | 0.00% | Add +1.8% | 2,242 | $449K |
| Spire Wealth Management | 0.01% | No change | 2,109 | $422K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -0.2% | 2,070 | $414K |
| Burke & Herbert Bank & Trust Co. | 0.10% | No change | 2,050 | $410K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.0% | 2,026 | $405K |
| Biltmore Family Office, LLC | 0.05% | Reduce -40.8% | 2,011 | $402K |
| Global Retirement Partners, LLC | 0.01% | — | 1,970 | $394K |
| Aspen Grove Capital, LLC | 0.06% | No change | 1,959 | $392K |
| Norden Group LLC | 0.03% | Reduce -95.0% | 1,927 | $386K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -6.6% | 1,915 | $383K |
| Brown Advisory Inc. | 0.00% | No change | 1,898 | $380K |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.5% | 1,872 | $374K |
| Joseph P. Lucia & Associates, LLC | 0.11% | No change | 1,865 | $373K |
| Harbour Investments, Inc. | 0.00% | Add +546.1% | 1,835 | $367K |
| Northern Trust Corp. | 0.00% | New | 1,801 | $360K |
| Perigon Wealth Management, LLC | 0.01% | Add +37.0% | 1,792 | $358K |
| Comprehensive Money Management Services LLC | 0.22% | No change | 1,775 | $355K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -8.1% | 1,772 | $355K |
| Stifel Financial Corp. | 0.00% | Reduce -1.6% | 1,737 | $348K |
| Wilson & Boucher Capital Management, LLC | 0.20% | No change | 1,725 | $345K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 1,716 | $343K |
| Wealthspire Advisors, LLC | 0.00% | Add +1.9% | 1,675 | $335K |
| Forum Financial Management, LP | 0.00% | Add +1.3% | 1,666 | $333K |
| World Investment Advisors | 0.01% | No change | 2,075 | $331K |
| Barclays PLC | 0.00% | New | 1,632 | $326K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +101.7% | 1,620 | $324K |
| Tilson Financial Group, Inc. | 0.09% | Reduce -14.8% | 1,595 | $319K |
| CIBC Bancorp USA Inc. | 0.00% | No change | 1,537 | $307K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 1,513 | $303K |
| Gradient Capital Advisors, LLC | 0.07% | No change | 1,510 | $302K |
| Portland Global Advisors LLC | 0.03% | No change | 1,470 | $294K |
| Eagle Global Advisors LLC | 0.01% | No change | 1,450 | $290K |
| IHT Wealth Management, LLC | 0.01% | Reduce -7.1% | 1,446 | $289K |
| Silver Grove Financial Group, Inc. | 0.16% | New | 1,437 | $287K |
| Summit Financial, LLC | 0.00% | Add +0.1% | 1,384 | $277K |
| William Allan Corp | 0.13% | Add +0.1% | 1,377 | $275K |
| First Horizon Corp. | 0.01% | Reduce -15.7% | 1,345 | $269K |
| CoreCap Advisors, LLC | 0.01% | Reduce -15.6% | 1,313 | $263K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,307 | $261K |
| American Money Management, LLC | 0.04% | No change | 1,300 | $260K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 1,293 | $259K |
| Sigma Planning Corp | 0.01% | New | 1,283 | $257K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.3% | 1,262 | $253K |
| Ballentine Capital Advisors, Inc | 0.10% | No change | 1,262 | $253K |
| Cerity Partners LLC | 0.00% | Reduce -8.8% | 1,248 | $250K |
| Private Advisor Group, LLC | 0.00% | New | 1,234 | $247K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 1,232 | $246K |
| Cascade Financial Partners, LLC | 0.02% | New | 1,198 | $240K |
| Tassel Capital Management, Inc. | 0.11% | New | 1,196 | $239K |
| Berkeley, Inc | 0.07% | Reduce -5.4% | 1,186 | $237K |
| Annandale Capital, LLC | 0.04% | Add +151.8% | 1,186 | $237K |
| M&T Bank Corp | 0.00% | New | 1,179 | $236K |
| Claro Advisors Inc. | 0.02% | New | 1,173 | $235K |
| Index Fund Advisors, Inc. | 0.01% | New | 1,157 | $231K |
| Diversified Trust Co. | 0.00% | New | 1,121 | $224K |
| Cornerstone Financial Management LLC | 0.18% | Reduce -5.3% | 1,100 | $220K |
| Arkadios Wealth Advisors | 0.00% | Reduce -18.2% | 1,089 | $218K |
| Powerhouse Assets LLC | 0.17% | New | 1,072 | $215K |
| Blueshift Asset Management, LLC | 0.05% | New | 1,068 | $214K |
| Koshinski Asset Management, Inc. | 0.01% | New | 1,058 | $212K |
| JMG Financial Group, Ltd. | 0.01% | New | 1,050 | $210K |
| One Capital Management, LLC | 0.01% | No change | 1,299 | $207K |
| Bank Ozk | 0.06% | New | 1,029 | $206K |
| Parkwoods Wealth Partners, LLC | 0.03% | New | 1,028 | $206K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -61.1% | 1,012 | $202K |
| Keebeck Wealth Management | 0.02% | New | 1,005 | $201K |
| Shaker Investments LLC | 0.07% | New | 1,002 | $200K |
| Goldstein Advisors, LLC | 0.02% | New | 1,000 | $200K |
| Naviter Wealth, LLC | 0.02% | New | 1,000 | $200K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.4% | 947 | $188K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 891 | $178K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 842 | $168K |
| Parallel Advisors, LLC | 0.00% | No change | 825 | $165K |
| EP Wealth Advisors, LLC | 0.00% | New | 756 | $151K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 730 | $146K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -6.6% | 704 | $141K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 690 | $138K |
| Blair William & Co. | 0.00% | Add +91.5% | 680 | $136K |
| Godsey & Gibb, Inc. | 0.01% | No change | 676 | $135K |
| Ares Financial Consulting, LLC | 0.10% | Add +0.1% | 669 | $134K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.1% | 658 | $132K |
| Mather Group, Llc. | 0.00% | No change | 639 | $128K |
| IFP Advisors, Inc | 0.00% | Reduce -1.9% | 619 | $124K |
| Copia Wealth Management | 0.07% | No change | 569 | $114K |
| Franklin Resources Inc. | 0.00% | No change | 555 | $111K |
| Arax Advisory Partners | 0.00% | Add +27.0% | 517 | $103K |
| Colonial Trust Co / SC | 0.01% | New | 488 | $98K |
| Ameriflex Group, Inc. | 0.04% | No change | 485 | $97K |
| Evermay Wealth Management LLC | 0.01% | No change | 406 | $81K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 400 | $80K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 398 | $80K |
| Asset Dedication, LLC | 0.00% | No change | 380 | $76K |
| Godfrey Financial Associates, Inc. | 0.04% | No change | 290 | $58K |
| Keating Financial Advisory Services, Inc. | 0.01% | Reduce -45.7% | 290 | $58K |
| American National Bank & Trust | 0.00% | No change | 259 | $52K |
| Signaturefd, LLC | 0.00% | Add +0.4% | 254 | $51K |
| Synergy Investment Management, LLC | 0.01% | No change | 233 | $47K |
| International Assets Investment Management, LLC | 0.00% | Add +15.0% | 230 | $46K |
| AE Wealth Management LLC | 0.00% | Add +27.4% | 186 | $37K |
| 1015 Capital Partners, LLC | 0.03% | No change | 180 | $36K |
| Clearstead Advisors, LLC | 0.00% | Add +115.2% | 170 | $34K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 170 | $34K |
| US Bancorp \de | 0.00% | No change | 170 | $34K |
| Trust Co. of Vermont | 0.00% | — | 168 | $34K |
| Raffa Wealth Management, LLC | 0.00% | No change | 168 | $34K |
| Dunhill Financial, LLC | 0.01% | No change | 150 | $30K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 143 | $29K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 136 | $27K |
| Fiduciary Financial Advisors | 0.00% | New | 106 | $21K |
| WealthShield Partners, LLC | 0.00% | Reduce -99.5% | 103 | $21K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 100 | $20K |
| Fifth Third Bancorp | 0.00% | Reduce -75.5% | 96 | $19K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 89 | $18K |
| Pacific Center for Financial Services | 0.00% | No change | 79 | $16K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -81.3% | 57 | $11K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 55 | $11K |
| Capital Analysts, LLC | 0.00% | No change | 57 | $11K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.00% | New | 50 | $9K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 42 | $8K |
| Larson Financial Group LLC | 0.00% | New | 38 | $8K |
| Salem Investment Counselors Inc. | 0.00% | No change | 35 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -99.3% | 24 | $5K |
| Tucker Asset Management LLC | 0.00% | Reduce -98.5% | 22 | $4K |
| Triumph Capital Management | 0.00% | Add +5.3% | 20 | $4K |
| Avion Wealth | 0.00% | No change | 20 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 18 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 17 | $3K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 17 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 17 | $3K |
| Winch Advisory Services, LLC | 0.00% | No change | 14 | $3K |
| Aventura Private Wealth, LLC | 0.00% | No change | 10 | $2K |
| Accent Capital Management, LLC | 0.00% | No change | 6 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 2 | $400 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1 | $200 |
"% of holder's portfolio" is IWC's weight in each manager's 13F, not the share of iShares Micro-Cap ETF the manager owns.