ISHARES MICRO-CAP ETF (IWC) Institutional Shareholders
ISHARES MICRO-CAP ETF (IWC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $784.25M in IWC holdings during the latest filing period.
1832 Asset Management L.P. is currently the largest disclosed institutional shareholder of IWC tracked by InsiderSet, reporting ownership valued at approximately $71.33M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $83.87M, representing an estimated gain of +17.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed IWC value among the investors covered in this analysis. Major shareholders include 1832 Asset Management L.P., Whittier Trust Co, Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in ISHARES MICRO-CAP ETF (IWC).
This page ranks the largest institutional IWC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
261
Total Reported Value
$784.25M
Largest Holder
1832 Asset Management L.P.
Largest Position
$71.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 0.09% | 446,926 | $71,333,859 | $83,865,664 | +$12,531,805 | +17.57% | |
| Whittier Trust Co | 0.68% | 347,840 | $69,098,416 | $65,272,176 | -$3,826,240 | -5.54% | |
| Goldman Sachs Group Inc | 0.01% | 319,009 | $50,917,026 | $59,862,039 | +$8,945,013 | +17.57% | |
| Bank Of America Corp | 0.00% | 235,188 | $37,538,339 | $44,133,028 | +$6,594,689 | +17.57% | |
| Whittier Trust Co Of Nevada Inc | 0.65% | 177,475 | $34,840,068 | $33,303,184 | -$1,536,884 | -4.41% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.41% | 140,737 | $28,152,992 | $26,409,298 | -$1,743,694 | -6.19% | |
| Corient Private Wealth Llc | 0.04% | 172,025 | $27,456,934 | $32,280,491 | +$4,823,557 | +17.57% | |
| Morgan Stanley | 0.00% | 123,209 | $19,665,497 | $23,120,169 | +$3,454,672 | +17.57% | |
| Wells Fargo & Company/Mn | 0.00% | 121,477 | $19,389,070 | $22,795,159 | +$3,406,089 | +17.57% | |
| Chicago Partners Investment Group Llc | 0.38% | 99,464 | $18,753,958 | $18,664,420 | -$89,538 | -0.48% | |
| Bank Of Montreal | 0.01% | 111,088 | $17,730,737 | $20,845,663 | +$3,114,926 | +17.57% | |
| Cetera Investment Advisers | 0.02% | 108,219 | $17,272,836 | $20,307,295 | +$3,034,459 | +17.57% | |
| Lpl Financial Llc | 0.00% | 107,020 | $17,081,536 | $20,082,303 | +$3,000,767 | +17.57% | |
| Halbert Hargrove Global Advisors, Llc | 0.72% | 82,329 | $16,469,061 | $15,449,037 | -$1,020,024 | -6.19% | |
| Merit Financial Group, Llc | 0.09% | 73,262 | $14,655,413 | $13,747,614 | -$907,799 | -6.19% | |
| Assetmark, Inc | 0.02% | 63,990 | $12,800,476 | $12,007,724 | -$792,753 | -6.19% | |
| Wellington Management Group Llp | 0.00% | 76,300 | $12,178,243 | $14,317,695 | +$2,139,452 | +17.57% | |
| Tabr Capital Management, Llc | 10.07% | 59,092 | $11,820,862 | $11,088,614 | -$732,248 | -6.19% | |
| Envestnet Asset Management Inc | 0.00% | 57,960 | $11,594,226 | $10,876,194 | -$718,032 | -6.19% | |
| Baker Avenue Asset Management, Lp | 0.19% | 49,177 | $9,837,407 | $9,228,064 | -$609,343 | -6.19% | |
| Sachem Hill Llc | 1.87% | 60,448 | $9,648,128 | $11,343,067 | +$1,694,939 | +17.57% | |
| Arkansas Financial Group, Inc. | 1.25% | 47,956 | $9,593,118 | $8,998,943 | -$594,175 | -6.19% | |
| Frank, Rimerman Advisors Llc | 0.53% | 47,005 | $9,402,887 | $8,820,488 | -$582,399 | -6.19% | |
| Creative Planning | 0.01% | 53,092 | $8,474,041 | $9,962,714 | +$1,488,673 | +17.57% | |
| Ubs Group Ag | 0.00% | 49,832 | $7,953,686 | $9,350,975 | +$1,397,289 | +17.57% | |
| Smith, Moore & Co. | 0.55% | 47,580 | $7,594,271 | $8,928,387 | +$1,334,116 | +17.57% | |
| Susquehanna International Group, Llp | 0.01% | 45,181 | $7,211,340 | $8,478,215 | +$1,266,875 | +17.57% | |
| Johnson Investment Counsel Inc | 0.05% | 33,968 | $6,794,959 | $6,374,095 | -$420,864 | -6.19% | |
| Raymond James Financial Inc | 0.00% | 42,038 | $6,709,611 | $7,888,431 | +$1,178,820 | +17.57% | |
| Alesco Advisors, Llc, An Esl Co | 0.17% | 41,820 | $6,674,879 | $7,847,523 | +$1,172,644 | +17.57% | |
| Finley Financial, Llc | 2.59% | 32,170 | $6,435,287 | $6,036,701 | -$398,587 | -6.19% | |
| Dumont & Blake Investment Advisors Llc | 1.55% | 38,922 | $6,212,295 | $7,303,713 | +$1,091,418 | +17.57% | |
| Citadel Advisors Llc | 0.00% | 36,069 | $5,756,973 | $6,768,348 | +$1,011,375 | +17.57% | |
| Michelson Medical Research Foundation, Inc. | 5.73% | 35,385 | $5,647,800 | $6,639,995 | +$992,195 | +17.57% | |
| Royal Bank Of Canada | 0.00% | 32,666 | $5,214,000 | $6,129,775 | +$915,775 | +17.56% | |
| Fil Ltd | 0.00% | 31,271 | $4,991,164 | $5,868,003 | +$876,839 | +17.57% | |
| Institute For Wealth Management, Llc. | 0.35% | 20,048 | $4,010,482 | $3,762,007 | -$248,475 | -6.20% | |
| Piedmont Capital Management, Llc | 1.99% | 23,888 | $3,909,511 | $4,482,583 | +$573,072 | +14.66% | |
| Stephens Inc | 0.04% | 18,938 | $3,788,358 | $3,553,716 | -$234,642 | -6.19% | |
| Camelot Technology Advisors, Inc. | 2.58% | 18,894 | $3,779,465 | $3,545,459 | -$234,006 | -6.19% | |
| Wealthshield Partners, Llc | 0.41% | 23,076 | $3,683,118 | $4,330,211 | +$647,093 | +17.57% | |
| Regal Investment Advisors Llc | 0.20% | 21,664 | $3,457,830 | $4,065,250 | +$607,420 | +17.57% | |
| Jane Street Group, Llc | 0.00% | 21,573 | $3,443,267 | $4,048,173 | +$604,906 | +17.57% | |
| Noble Family Wealth, Llc | 0.69% | 20,998 | $3,351,491 | $3,940,275 | +$588,784 | +17.57% | |
| Osaic Holdings, Inc. | 0.00% | 19,572 | $3,127,630 | $3,672,686 | +$545,056 | +17.43% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 18,218 | $2,907,775 | $3,418,608 | +$510,833 | +17.57% | |
| Weber Capital Management Llc | 2.87% | 17,983 | $2,870,267 | $3,374,510 | +$504,243 | +17.57% | |
| Texas Yale Capital Corp. | 0.08% | 17,899 | $2,856,859 | $3,358,747 | +$501,888 | +17.57% | |
| Hightower Advisors, Llc | 0.00% | 17,757 | $2,834,188 | $3,332,101 | +$497,913 | +17.57% | |
| Kendall Capital Management | 0.57% | 17,406 | $2,778,172 | $3,266,236 | +$488,064 | +17.57% |
Frequently asked questions about IWC
Who owns the most IWC stock?
The largest holders of IWC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MICRO-CAP ETF (IWC).
Is IWC widely held by superinvestors?
Many widely followed stocks like IWC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IWC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.