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iShares Micro-Cap ETF (IWC) Institutional Ownership

iShares Micro-Cap ETF logo
$126.10 -3.73 (-2.87%)
Closing price 02/21/2025 04:10 PM Eastern
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$128.24 +2.14 (+1.70%)
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Institutional Ownership Changes (13F Filings) for iShares Micro-Cap ETF (NYSEARCA:IWC)

Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$76.39M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$72.39M
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IWC Institutional Buying and Selling by Quarter

iShares Micro-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2025 Forum Financial Management LP1,585$207K0.0%N/A0.022%
2/18/2025 Focus Partners Advisor Solutions LLC3,977$519K0.0%-18.7%0.054%
2/17/2025 Two Sigma Investments LP21,000$2.74M0.0%+400.0%0.286%
2/17/2025 Guardian Wealth Advisors LLC NC640$83K0.0%+55.3%0.009%
2/17/2025 Focus Partners Wealth4,718$615K0.0%+22.8%0.064%
2/17/2025 Clark Capital Management Group Inc.16,683$2.18M0.0%-32.9%0.227%
2/17/2025 Cetera Investment Advisers35,323$4.61M0.0%+14.4%0.481%
2/17/2025 Capstone Investment Advisors LLC8,401$1.10M0.0%+5.0%0.114%
2/17/2025 Cardiff Park Advisors LLC2,773$362K0.0%-9.8%0.038%
2/17/2025 Bank of America Corp DE228,422$29.78M0.0%-0.4%3.108%
2/17/2025 Aptus Capital Advisors LLC730$95K0.0%+77.2%0.010%
2/14/2025 Mercer Global Advisors Inc. ADV9,644$1.26M0.0%-1.9%0.131%
2/14/2025 Comerica Bank573$75K0.0%+38.7%0.008%
2/14/2025 Lido Advisors LLC5,094$664K0.0%-8.1%0.069%
2/14/2025 Integrated Wealth Concepts LLC2,090$272K0.0%N/A0.028%
2/14/2025 Stifel Financial Corp25,807$3.37M0.0%+21.0%0.351%
2/14/2025 Forum Financial Management LP1,585$207K0.0%N/A0.022%
2/13/2025 NewEdge Advisors LLC5,793$755K0.0%+9,555.0%0.079%
2/13/2025 Stonehaven Wealth & Tax Solutions LLC1,646$215K0.2%N/A0.022%
2/13/2025 Regal Investment Advisors LLC23,434$3.06M0.2%+2.3%0.319%
2/13/2025 Belpointe Asset Management LLC23,441$2.91M0.2%+2.7%0.319%
2/13/2025 Mariner LLC7,546$984K0.0%-2.3%0.103%
2/13/2025 Kennedy Capital Management LLC1,701$222K0.0%N/A0.023%
2/13/2025 Bessemer Group Inc.248$32K0.0%N/A0.003%
2/13/2025 Raymond James Financial Inc.9,853$1.29M0.0%N/A0.134%
2/13/2025 Texas Yale Capital Corp.13,105$1.71M0.1%-1.2%0.178%
2/13/2025 Advisory Services Network LLC1,548$202K0.0%-52.9%0.021%
2/13/2025 Bank of Montreal Can136,581$17.81M0.0%-2.1%1.858%
2/13/2025 Envestnet Asset Management Inc.76,726$10.00M0.0%+5.0%1.044%
2/13/2025 Annandale Capital LLC1,600$209K0.0%N/A0.022%
2/13/2025 Wells Fargo & Company MN115,372$15.04M0.0%+46.6%1.570%
2/13/2025 Smith Moore & CO.45,976$5.99M0.5%+0.8%0.626%
2/12/2025 World Investment Advisors1,980$258K0.0%+11.0%0.027%
2/12/2025 WESCAP Management Group Inc.8,478$1.11M0.3%-3.7%0.115%
2/12/2025 Boston Family Office LLC2,333$304K0.0%-3.3%0.032%
2/12/2025 National Bank of Canada FI575$75K0.0%+18.3%0.008%
2/12/2025 O Shaughnessy Asset Management LLC11,964$1.56M0.0%+14.6%0.163%
2/12/2025 Physician Wealth Advisors Inc.9,268$1.21M0.2%-11.5%0.126%
2/12/2025 Portland Global Advisors LLC3,867$504K0.1%-2.4%0.053%
2/12/2025 Tucker Asset Management LLC1,316$172K0.0%+8.9%0.018%
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2/12/2025 Rockbridge Investment Management LCC15,075$1.97M0.3%-10.4%0.205%
2/12/2025 JPMorgan Chase & Co.46,353$6.04M0.0%+2.8%0.631%
2/12/2025 Aire Advisors LLC14,416$1.88M0.4%-24.7%0.196%
2/11/2025 LPL Financial LLC66,221$8.63M0.0%+30.3%0.901%
2/10/2025 Corient Private Wealth LLC227,701$29.69M0.0%-4.9%3.098%
2/10/2025 Envestnet Portfolio Solutions Inc.5,952$776K0.0%-8.0%0.081%
2/10/2025 Frank Rimerman Advisors LLC56,716$7.40M0.5%+3.0%0.772%
2/10/2025 Family Firm Inc.67,676$8.82M1.5%-0.6%0.921%
2/10/2025 Commonwealth Equity Services LLC10,933$1.43M0.0%+2.4%0.149%
2/10/2025 Avantax Advisory Services Inc.72,771$9.49M0.1%+1.2%0.990%
2/10/2025 Parkworth Wealth Management Inc.191$25K0.0%N/A0.003%
2/7/2025 HighTower Advisors LLC19,176$2.50M0.0%+0.6%0.261%
2/7/2025 Endowment Wealth Management Inc.9,754$1.27M0.9%+14.8%0.133%
2/7/2025 Tortoise Investment Management LLC3,508$457K0.0%-7.3%0.048%
2/7/2025 Johnson Investment Counsel Inc.30,035$3.92M0.0%-0.8%0.409%
2/7/2025 Tassel Capital Management Inc.1,751$228K0.2%N/A0.024%
2/7/2025 Simplicity Wealth LLC5,477$714K0.1%N/A0.075%
2/7/2025 Efficient Advisors LLC29,463$3.84M0.2%-13.6%0.401%
2/7/2025 Kendall Capital Management22,110$2.88M0.8%-1.1%0.301%
2/6/2025 One Capital Management LLC16,056$2.09M0.1%-27.4%0.218%
2/6/2025 Raymond James Financial Inc.9,853$1.29M0.0%N/A0.134%
2/6/2025 LVZ Inc.14,840$1.94M0.2%-12.0%0.202%
2/6/2025 Smithfield Trust Co1,100$144K0.0%-47.0%0.015%
2/6/2025 Synergy Investment Management LLC392$51K0.0%N/A0.005%
2/6/2025 Steward Partners Investment Advisory LLC1,733$226K0.0%+1,686.6%0.024%
2/6/2025 Kelly Financial Group LLC11,336$1.48M0.5%N/A0.154%
2/6/2025 Alesco Advisors LLC169,341$22.08M0.7%-3.8%2.304%
2/6/2025 Jones Financial Companies Lllp7,850$1.02M0.0%+39.4%0.107%
2/6/2025 Modera Wealth Management LLC8,357$1.09M0.0%+7.1%0.114%
2/5/2025 Halbert Hargrove Global Advisors LLC97,464$12.71M0.7%-3.3%1.326%
2/5/2025 Kohmann Bosshard Financial Services LLC1,075$140K0.0%N/A0.015%
2/4/2025 Schoolcraft Capital LLC63,792$8.32M1.7%-1.4%0.868%
2/4/2025 Bank of New York Mellon Corp3,453$450K0.0%+52.3%0.047%
2/4/2025 IFP Advisors Inc576$75K0.0%-24.2%0.008%
2/4/2025 WealthShield Partners LLC29,253$3.81M0.5%-2.5%0.398%
2/4/2025 Moisand Fitzgerald Tamayo LLC10,047$1.31M0.2%-3.4%0.137%
1/31/2025 Global Retirement Partners LLC13,435$1.75M0.1%+268.8%0.183%
1/31/2025 Rice Hall James & Associates LLC7,645$997K0.1%N/A0.104%
1/31/2025 Atria Wealth Solutions Inc.5,721$746K0.0%-11.5%0.078%
1/31/2025 NTV Asset Management LLC3,810$497K0.1%-2.6%0.052%
1/30/2025 Allworth Financial LP5,453$718K0.0%+284.3%0.074%
1/30/2025 Principal Securities Inc.1,039$135K0.0%-30.7%0.014%
1/30/2025 Ellis Investment Partners LLC6,388$833K0.2%-5.1%0.087%
1/30/2025 Ellis Investment Partners LLC6,388$833K0.2%-5.1%0.087%
1/29/2025 McClarren Financial Advisors Inc.890$116K0.3%N/A0.012%
1/29/2025 David Wealth Management LLC2,067$269K0.2%N/A0.028%
1/28/2025 Stephens Inc. AR19,603$2.56M0.0%-13.3%0.267%
1/28/2025 Moloney Securities Asset Management LLC1,544$201K0.0%N/A0.021%
1/27/2025 Stratos Wealth Advisors LLC5,126$668K0.0%N/A0.070%
1/24/2025 Archer Investment Management LLC12,661$1.65M1.0%N/A0.172%
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1/24/2025 Chicago Partners Investment Group LLC83,360$10.73M0.4%+3.4%1.134%
1/24/2025 Clear Creek Financial Management LLC5,278$688K0.1%+15.7%0.072%
1/23/2025 Heck Capital Advisors LLC28,722$3.75M0.3%N/A0.391%
1/23/2025 Dumont & Blake Investment Advisors LLC41,177$5.37M1.4%-0.2%0.560%
1/23/2025 Milestone Asset Management LLC4,797$626K0.1%+46.7%0.065%
1/22/2025 Level Financial Advisors10,175$1.33M0.5%-9.5%0.138%
1/22/2025 Legacy Financial Group LLC4,765$621K0.0%N/A0.065%
1/22/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management102,483$13.36M0.4%+0.2%1.394%
1/21/2025 Sound Income Strategies LLC7,211$940K0.1%+8.7%0.098%
1/21/2025 TABR Capital Management LLC88,917$11.59M10.2%N/A1.210%
(Data available from 1/1/2016 forward)

IWC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWC shares?

During the previous two years, 204 institutional investors and hedge funds held shares of iShares Micro-Cap ETF. The most heavily invested institutionals were 1832 Asset Management L.P. ($63.50M), Bank of America Corp DE ($29.78M), Corient Private Wealth LLC ($29.69M), Alesco Advisors LLC ($22.08M), Bank of Montreal Can ($17.81M), Wells Fargo & Company MN ($15.04M), and Sparta 24 Ltd. ($13.86M).Learn more on IWC's institutional investors.

Which institutional investors have been buying iShares Micro-Cap ETF stock?

Of the 156 institutional investors that purchased iShares Micro-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of Montreal Can ($178.36K), Sparta 24 Ltd. ($138.47K), TABR Capital Management LLC ($88.92K), Schoolcraft Capital LLC ($65.66K), Barclays PLC ($60.75K), Frank Rimerman Advisors LLC ($58.82K), and Charles Schwab Investment Management Inc. ($52.06K).

How much institutional buying is happening at iShares Micro-Cap ETF?

Institutional investors have bought a total of 1,668,347 shares in the last 24 months. This purchase volume represents approximately $190.46M in transactions.

Which iShares Micro-Cap ETF major shareholders have been selling company stock?

Of the 111 institutional investors that sold iShares Micro-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: One Capital Management LLC ($283.90K), Halbert Hargrove Global Advisors LLC ($96.43K), Avantax Advisory Services Inc. ($53.02K), Barclays PLC ($51.71K), 1832 Asset Management L.P. ($46.37K), Dumont & Blake Investment Advisors LLC ($41.80K), and Arkansas Financial Group Inc. ($37.42K).

How much institutional selling is happening at iShares Micro-Cap ETF?

Institutional investors have sold a total of 1,072,945 shares in the last 24 months. This volume of shares sold represents approximately $122.68M in transactions.


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This page (NYSEARCA:IWC) was last updated on 2/24/2025 by MarketBeat.com Staff
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