ISHARES MICRO-CAP ETF IWC
$197.59
-1.3% 52w: $121.51 – $200.29
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data121.51160.90200.29
Jun 20, 2025 Jul 2, 2026
Institutional holders
265
+7 QoQ
13F value
$743.9M
+9.0% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
6.0×
$6.4M calls / $1.1M puts
Institutional value by quarter
Number of holders
Who owns IWC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | Other | 446.9K | $71.3M | 0.1% | -1.3% |
| WHITTIER TRUST CO | Diversified mechanical | 323.9K | $52.9M | 0.6% | +168.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 319.0K | $50.9M | 0.0% | +1.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 235.2K | $37.5M | 0.0% | +10.5% |
| Corient Private Wealth LLC | Diversified mechanical | 172.0K | $27.5M | 0.0% | -51.6% |
| WHITTIER TRUST CO OF NEVADA INC | Diversified mechanical | 164.7K | $26.9M | 0.6% | +134.6% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 140.7K | $22.5M | 0.4% | -3.7% |
| MORGAN STANLEY | Bank broker | 123.2K | $19.7M | 0.0% | +86.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 121.5K | $19.4M | 0.0% | +25.4% |
| Chicago Partners Investment Group LLC | Wealth advisor | 99.6K | $18.0M | 0.4% | +4.4% |
| BANK OF MONTREAL /CAN/ | Bank broker | 111.1K | $17.7M | 0.0% | -2.8% |
| Cetera Investment Advisers | Wealth advisor | 108.2K | $17.3M | 0.0% | +14.3% |
| LPL Financial LLC | Bank broker | 107.0K | $17.1M | 0.0% | -4.4% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | Wealth advisor | 85.0K | $13.6M | 0.7% | -2.6% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 76.3K | $12.2M | 0.0% | New |
| SENTINEL TRUST CO LBA | Wealth advisor | 68.1K | $10.9M | 1.1% | +28.6% |
| SACHEM HILL LLC | Wealth advisor | 60.4K | $9.6M | 1.9% | -1.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 56.7K | $9.1M | 0.0% | -2.9% |
| ARKANSAS FINANCIAL GROUP, INC. | Wealth advisor | 51.3K | $8.6M | 1.2% | -2.6% |
| Creative Planning | Wealth advisor | 53.1K | $8.5M | 0.0% | 0.0% |
| UBS Group AG | Bank broker | 49.8K | $8.0M | 0.0% | -11.0% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 49.4K | $7.9M | 0.1% | New |
| Baker Avenue Asset Management, LP | Other | 48.0K | $7.7M | 0.2% | +2278.3% |
| SMITH, MOORE & CO. | Wealth advisor | 47.6K | $7.6M | 0.6% | -0.1% |
| Frank, Rimerman Advisors LLC | Other | 47.2K | $7.5M | 0.5% | -3.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 45.2K | $7.2M | 0.0% | +560.0% |
| Merit Financial Group, LLC | Wealth advisor | 43.1K | $6.9M | 0.1% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 42.0K | $6.7M | 0.0% | +33.0% |
| Alesco Advisors, LLC, An ESL Co | Wealth advisor | 41.8K | $6.7M | 0.2% | -3.8% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | Other | 38.9K | $6.2M | 1.6% | -4.3% |
| NORDEN GROUP LLC | Other | 38.6K | $6.2M | 0.6% | -15.9% |
| JPMORGAN CHASE & CO | Bank broker | 38.9K | $6.0M | 0.0% | -0.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 36.1K | $5.8M | 0.0% | New |
| Michelson Medical Research Foundation, Inc. | Wealth advisor | 35.4K | $5.6M | 5.7% | Held |
| ROYAL BANK OF CANADA | Bank broker | 32.7K | $5.2M | 0.0% | +8.2% |
| Finley Financial, LLC | Wealth advisor | 32.3K | $5.1M | 2.4% | -0.6% |
| Heck Capital Advisors, LLC | Wealth advisor | 31.7K | $5.1M | 0.4% | New |
| FIL Ltd | Other | 31.3K | $5.0M | 0.0% | -49.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 28.4K | $4.5M | 0.0% | +38.2% |
| JOHNSON INVESTMENT COUNSEL INC | Other | 26.5K | $4.2M | 0.0% | +3.4% |
| Piedmont Capital Management, LLC | Wealth advisor | 23.9K | $3.9M | 2.0% | New |
| TABR Capital Management, LLC | Wealth advisor | 24.5K | $3.9M | 3.6% | -79.4% |
| WealthShield Partners, LLC | Wealth advisor | 23.1K | $3.7M | 0.4% | +2.0% |
| Regal Investment Advisors LLC | Wealth advisor | 21.7K | $3.5M | 0.2% | 0.0% |
| JANE STREET GROUP, LLC | Market maker | 21.6K | $3.4M | 0.0% | New |
| Noble Family Wealth, LLC | Wealth advisor | 21.0K | $3.4M | 0.7% | -1.5% |
| Institute for Wealth Management, LLC. | Other | 20.0K | $3.2M | 0.3% | -0.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 19.6K | $3.1M | 0.0% | +1.4% |
| STEPHENS INC /AR/ | Diversified mechanical | 19.0K | $3.0M | 0.0% | Held |
| CAMELOT TECHNOLOGY ADVISORS, INC. | Wealth advisor | 18.8K | $3.0M | 2.2% | +0.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding IWC