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 $863.47M 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 $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 $80.94M, representing an estimated loss of -1.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% 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
265
Total Reported Value
$863.47M
Largest Holder
1832 Asset Management L.P.
Largest Position
$82.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
69
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 | $80,940,646 | -$1,428,825 | -1.73% | |
| Whittier Trust Co | 0.68% | 347,840 | $69,098,416 | $68,374,909 | -$723,507 | -1.05% | |
| Goldman Sachs Group Inc | 0.01% | 312,964 | $62,605,319 | $61,519,333 | -$1,085,986 | -1.73% | |
| Bank Of America Corp | 0.00% | 260,405 | $52,091,485 | $51,187,811 | -$903,674 | -1.73% | |
| Whittier Trust Co Of Nevada Inc | 0.65% | 177,475 | $34,840,068 | $34,886,261 | +$46,193 | +0.13% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.41% | 140,737 | $28,152,992 | $27,664,672 | -$488,320 | -1.73% | |
| Wells Fargo & Company/Mn | 0.00% | 137,513 | $27,508,038 | $27,030,930 | -$477,108 | -1.73% | |
| Morgan Stanley | 0.00% | 132,390 | $26,483,578 | $26,023,902 | -$459,676 | -1.74% | |
| Cetera Investment Advisers | 0.02% | 106,545 | $21,313,244 | $20,943,551 | -$369,693 | -1.73% | |
| Bank Of Montreal | 0.01% | 105,227 | $21,049,586 | $20,684,471 | -$365,115 | -1.73% | |
| Chicago Partners Investment Group Llc | 0.38% | 99,464 | $18,753,958 | $19,551,638 | +$797,680 | +4.25% | |
| Halbert Hargrove Global Advisors, Llc | 0.72% | 82,329 | $16,469,061 | $16,183,412 | -$285,649 | -1.73% | |
| Corient Private Wealth Llc | 0.02% | 79,675 | $15,938,099 | $15,661,715 | -$276,384 | -1.73% | |
| Wellington Management Group Llp | 0.00% | 76,400 | $15,283,056 | $15,017,948 | -$265,108 | -1.73% | |
| Merit Financial Group, Llc | 0.09% | 73,262 | $14,655,413 | $14,401,111 | -$254,302 | -1.74% | |
| Assetmark, Inc | 0.02% | 63,990 | $12,800,476 | $12,578,514 | -$221,962 | -1.73% | |
| Tabr Capital Management, Llc | 10.07% | 59,092 | $11,820,862 | $11,615,714 | -$205,148 | -1.74% | |
| Sachem Hill Llc | 2.08% | 58,503 | $11,702,980 | $11,499,935 | -$203,045 | -1.73% | |
| Envestnet Asset Management Inc | 0.00% | 57,960 | $11,594,226 | $11,393,197 | -$201,029 | -1.73% | |
| Lpl Financial Llc | 0.00% | 57,769 | $11,556,128 | $11,355,652 | -$200,476 | -1.73% | |
| Ubs Group Ag | 0.00% | 50,039 | $10,009,801 | $9,836,166 | -$173,635 | -1.73% | |
| Baker Avenue Asset Management, Lp | 0.19% | 49,177 | $9,837,407 | $9,666,723 | -$170,684 | -1.74% | |
| Arkansas Financial Group, Inc. | 1.25% | 47,956 | $9,593,118 | $9,426,711 | -$166,407 | -1.73% | |
| Smith, Moore & Co. | 0.61% | 47,010 | $9,403,963 | $9,240,756 | -$163,207 | -1.74% | |
| Frank, Rimerman Advisors Llc | 0.53% | 47,005 | $9,402,887 | $9,239,773 | -$163,114 | -1.73% | |
| Raymond James Financial Inc | 0.00% | 44,591 | $8,920,000 | $8,765,253 | -$154,747 | -1.73% | |
| Alesco Advisors, Llc, An Esl Co | 0.18% | 39,139 | $7,829,352 | $7,693,553 | -$135,799 | -1.73% | |
| Dumont & Blake Investment Advisors Llc | 1.74% | 38,621 | $7,725,748 | $7,591,730 | -$134,018 | -1.73% | |
| Jpmorgan Chase & Co | 0.00% | 38,140 | $7,572,724 | $7,497,180 | -$75,544 | -1.00% | |
| Michelson Medical Research Foundation, Inc. | 6.54% | 35,385 | $7,078,415 | $6,955,629 | -$122,786 | -1.73% | |
| Johnson Investment Counsel Inc | 0.05% | 33,968 | $6,794,959 | $6,677,090 | -$117,869 | -1.73% | |
| Finley Financial, Llc | 2.59% | 32,170 | $6,435,287 | $6,323,657 | -$111,630 | -1.73% | |
| Fil Ltd | 0.00% | 31,271 | $6,255,451 | $6,146,940 | -$108,511 | -1.73% | |
| Piedmont Capital Management, Llc | 3.12% | 30,801 | $6,182,891 | $6,054,553 | -$128,338 | -2.08% | |
| Susquehanna International Group, Llp | 0.01% | 30,357 | $6,072,614 | $5,967,275 | -$105,339 | -1.73% | |
| Citadel Advisors Llc | 0.00% | 27,251 | $5,451,290 | $5,356,729 | -$94,561 | -1.73% | |
| Royal Bank Of Canada | 0.00% | 24,558 | $4,912,000 | $4,827,366 | -$84,634 | -1.72% | |
| Regal Investment Advisors Llc | 0.22% | 21,112 | $4,223,293 | $4,149,986 | -$73,307 | -1.74% | |
| Noble Family Wealth, Llc | 0.75% | 20,998 | $4,200,440 | $4,127,577 | -$72,863 | -1.73% | |
| Kennedy Capital Management Llc | 0.07% | 20,675 | $4,135,827 | $4,064,085 | -$71,742 | -1.73% | |
| Osaic Holdings, Inc. | 0.00% | 20,630 | $4,132,297 | $4,055,239 | -$77,058 | -1.86% | |
| Institute For Wealth Management, Llc. | 0.35% | 20,048 | $4,010,482 | $3,940,835 | -$69,647 | -1.74% | |
| Stephens Inc | 0.04% | 18,938 | $3,788,358 | $3,722,643 | -$65,715 | -1.73% | |
| Camelot Technology Advisors, Inc. | 2.58% | 18,894 | $3,779,465 | $3,713,994 | -$65,471 | -1.73% | |
| Jones Financial Companies Lllp | 0.00% | 18,632 | $3,631,521 | $3,662,492 | +$30,971 | +0.85% | |
| Texas Yale Capital Corp. | 0.08% | 18,117 | $3,624,125 | $3,561,259 | -$62,866 | -1.73% | |
| O'Shaughnessy Asset Management, Llc | 0.02% | 18,041 | $3,608,922 | $3,546,319 | -$62,603 | -1.73% | |
| Weber Capital Management Llc | 3.06% | 17,983 | $3,597,319 | $3,534,918 | -$62,401 | -1.73% | |
| Kendall Capital Management | 0.57% | 17,252 | $3,451,090 | $3,391,226 | -$59,864 | -1.73% | |
| Indiana Trust & Investment Management Co | 0.76% | 13,830 | $2,766,553 | $2,718,563 | -$47,990 | -1.73% |
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.