IWC Institutional Ownership & Shareholders
ISHARES MICRO-CAP ETF (IWC) is currently held by 260 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $880.10M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
1832 Asset Management L.P. is currently the largest disclosed institutional shareholder of IWC tracked by InsiderSet, reporting ownership valued at approximately $82.37M in its June 30, 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 $72.62M, representing an estimated loss of -11.84% 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
260
Total Reported Value
$880.10M
Largest Holder
1832 Asset Management L.P.
Largest Position
$82.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
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. | 0.10% | 411,765 | $82,369,471 | $72,618,875 | -$9,750,596 | -11.84% | |
| Whittier Trust Co | 0.68% | 347,840 | $69,098,416 | $61,345,062 | -$7,753,354 | -11.22% | |
| Goldman Sachs Group Inc | 0.01% | 312,964 | $62,605,319 | $55,194,331 | -$7,410,988 | -11.84% | |
| Bank Of America Corp | 0.00% | 260,405 | $52,091,485 | $45,925,026 | -$6,166,459 | -11.84% | |
| Whittier Trust Co Of Nevada Inc | 0.65% | 177,475 | $34,840,068 | $31,299,491 | -$3,540,577 | -10.16% | |
| Wells Fargo & Company/Mn | 0.00% | 137,513 | $27,508,038 | $24,251,793 | -$3,256,245 | -11.84% | |
| Morgan Stanley | 0.00% | 132,390 | $26,483,578 | $23,348,300 | -$3,135,278 | -11.84% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.35% | 137,397 | $25,390,918 | $24,231,335 | -$1,159,583 | -4.57% | |
| Cetera Investment Advisers | 0.02% | 106,545 | $21,313,244 | $18,790,276 | -$2,522,968 | -11.84% | |
| Bank Of Montreal | 0.01% | 105,227 | $21,049,586 | $18,557,834 | -$2,491,752 | -11.84% | |
| Chicago Partners Investment Group Llc | 0.33% | 100,748 | $17,767,831 | $17,767,917 | +$86 | +0.00% | |
| Wellington Management Group Llp | 0.00% | 76,400 | $15,283,056 | $13,473,904 | -$1,809,152 | -11.84% | |
| Halbert Hargrove Global Advisors, Llc | 0.65% | 79,859 | $14,757,983 | $14,083,933 | -$674,050 | -4.57% | |
| Merit Financial Group, Llc | 0.09% | 73,262 | $14,655,413 | $12,920,486 | -$1,734,927 | -11.84% | |
| Corient Private Wealth Llc | 0.02% | 68,944 | $13,791,624 | $12,158,964 | -$1,632,660 | -11.84% | |
| Assetmark, Inc | 0.02% | 64,603 | $11,938,670 | $11,393,385 | -$545,285 | -4.57% | |
| Envestnet Asset Management Inc | 0.00% | 57,960 | $11,594,226 | $10,221,826 | -$1,372,400 | -11.84% | |
| Lpl Financial Llc | 0.00% | 57,769 | $11,556,128 | $10,188,141 | -$1,367,987 | -11.84% | |
| Sentinel Trust Co Lba | 0.97% | 54,480 | $10,898,000 | $9,608,093 | -$1,289,907 | -11.84% | |
| Sachem Hill Llc | 1.86% | 57,197 | $10,570,042 | $10,087,263 | -$482,779 | -4.57% | |
| Ubs Group Ag | 0.00% | 50,039 | $10,009,801 | $8,824,878 | -$1,184,923 | -11.84% | |
| Baker Avenue Asset Management, Lp | 0.19% | 49,177 | $9,837,407 | $8,672,856 | -$1,164,551 | -11.84% | |
| Creative Planning | 0.01% | 52,765 | $9,750,984 | $9,305,635 | -$445,349 | -4.57% | |
| Smith, Moore & Co. | 0.61% | 47,010 | $9,403,963 | $8,290,684 | -$1,113,279 | -11.84% | |
| Raymond James Financial Inc | 0.00% | 44,591 | $8,920,000 | $7,864,069 | -$1,055,931 | -11.84% | |
| Arkansas Financial Group, Inc. | 1.16% | 47,013 | $8,688,002 | $8,291,213 | -$396,789 | -4.57% | |
| Frank, Rimerman Advisors Llc | 0.47% | 46,321 | $8,560,127 | $8,169,172 | -$390,955 | -4.57% | |
| Commonwealth Equity Services, Llc | 0.01% | 42,672 | $7,885,750 | $7,525,634 | -$360,116 | -4.57% | |
| Alesco Advisors, Llc, An Esl Co | 0.18% | 39,139 | $7,829,352 | $6,902,554 | -$926,798 | -11.84% | |
| Tabr Capital Management, Llc | 5.55% | 41,001 | $7,576,996 | $7,230,936 | -$346,060 | -4.57% | |
| Jpmorgan Chase & Co | 0.00% | 38,140 | $7,572,724 | $6,726,370 | -$846,354 | -11.18% | |
| Dumont & Blake Investment Advisors Llc | 1.79% | 38,558 | $7,125,439 | $6,800,089 | -$325,350 | -4.57% | |
| Michelson Medical Research Foundation, Inc. | 6.54% | 35,385 | $7,078,415 | $6,240,499 | -$837,916 | -11.84% | |
| Norden Group Llc | 0.52% | 37,544 | $6,938,101 | $6,621,260 | -$316,841 | -4.57% | |
| Johnson Investment Counsel Inc | 0.05% | 33,968 | $6,794,959 | $5,990,596 | -$804,363 | -11.84% | |
| Fil Ltd | 0.00% | 31,271 | $6,255,451 | $5,514,954 | -$740,497 | -11.84% | |
| Piedmont Capital Management, Llc | 3.12% | 30,801 | $6,182,891 | $5,432,064 | -$750,827 | -12.14% | |
| Susquehanna International Group, Llp | 0.01% | 30,357 | $6,072,614 | $5,353,761 | -$718,853 | -11.84% | |
| Finley Financial, Llc | 2.43% | 31,800 | $5,887,452 | $5,608,248 | -$279,204 | -4.74% | |
| Citadel Advisors Llc | 0.00% | 27,251 | $5,451,290 | $4,805,986 | -$645,304 | -11.84% | |
| Weber Capital Management Llc | 4.73% | 28,078 | $5,188,814 | $4,951,836 | -$236,978 | -4.57% | |
| Royal Bank Of Canada | 0.00% | 24,558 | $4,912,000 | $4,331,049 | -$580,951 | -11.83% | |
| Regal Investment Advisors Llc | 0.22% | 21,112 | $4,223,293 | $3,723,312 | -$499,981 | -11.84% | |
| Kennedy Capital Management Llc | 0.07% | 20,675 | $4,135,827 | $3,646,243 | -$489,584 | -11.84% | |
| Osaic Holdings, Inc. | 0.00% | 20,630 | $4,132,297 | $3,638,307 | -$493,990 | -11.95% | |
| Farther Finance Advisors, Llc | 0.03% | 22,107 | $4,085,427 | $3,898,791 | -$186,636 | -4.57% | |
| Institute For Wealth Management, Llc. | 0.35% | 20,048 | $4,010,482 | $3,535,665 | -$474,817 | -11.84% | |
| Noble Family Wealth, Llc | 0.70% | 20,998 | $3,880,430 | $3,703,207 | -$177,223 | -4.57% | |
| Stephens Inc | 0.04% | 18,938 | $3,788,358 | $3,339,906 | -$448,452 | -11.84% | |
| Camelot Technology Advisors, Inc. | 2.46% | 19,673 | $3,635,517 | $3,469,530 | -$165,987 | -4.57% |
Frequently asked questions about IWC
Who are the largest institutional holders of IWC?
The largest institutional holders of IWC reported in the latest SEC Form 13F filings include 1832 Asset Management L.P., Whittier Trust Co, Goldman Sachs Group Inc, Bank Of America Corp, and Whittier Trust Co Of Nevada Inc. InsiderSet ranks institutional holders by their latest reported IWC position.
What is IWC institutional ownership?
This page tracks IWC positions reported by institutional investment managers through SEC Form 13F. ISHARES MICRO-CAP ETF (IWC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IWC?
InsiderSet currently tracks 260 institutional managers reporting IWC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IWC shareholders.
How much IWC stock do institutions own?
Institutional investment managers disclosed approximately $880.10M in IWC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IWC institutional ownership last updated?
The latest IWC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IWC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IWC position after the reporting date.
Are institutions buying or selling IWC?
Institutional buying and selling can be analyzed by comparing IWC positions across consecutive 13F reporting periods. InsiderSet's IWC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IWC ownership changes.
How has IWC institutional ownership changed over time?
InsiderSet tracks IWC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.