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iShares Micro-Cap ETF (IWC) Institutional Ownership

iShares Micro-Cap ETF logo
$110.57 +0.24 (+0.22%)
Closing price 04:10 PM Eastern
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$109.82 -0.74 (-0.67%)
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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)
$82.68M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$71.73M
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Skip Chart & View Institutional Buying and Selling Data

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
4/28/2025Clear Creek Financial Management LLC5,440$603K0.1%+3.1%0.077%
4/25/2025 Kendall Capital Management21,660$2.40M0.7%-2.0%0.307%
4/22/2025 Cambridge Investment Research Advisors Inc.20,413$2.26M0.0%+14.5%0.290%
4/22/2025 Ellis Investment Partners LLC6,235$692K0.1%-2.4%0.088%
4/22/2025 Moisand Fitzgerald Tamayo LLC9,617$1.07M0.1%-4.3%0.136%
4/22/2025 Davies Financial Advisors Inc.9,154$1.02M0.9%+8.4%0.130%
4/22/2025 Compass Ion Advisors LLC3,105$344K0.0%-8.8%0.044%
4/21/2025 Envestnet Portfolio Solutions Inc.1,963$218K0.0%-67.0%0.028%
4/21/2025 Institute for Wealth Management LLC.20,181$2.24M0.3%+149.1%0.286%
4/21/2025 Johnson Investment Counsel Inc.29,614$3.28M0.0%-1.4%0.420%
4/18/2025 Halbert Hargrove Global Advisors LLC101,167$11.22M0.6%+3.8%1.435%
4/17/2025 Arkansas Financial Group Inc.60,430$6.70M1.2%-1.2%0.857%
4/16/2025 Wealth Enhancement Advisory Services LLC6,386$708K0.0%+43.8%0.091%
4/16/2025 Noble Family Wealth LLC17,469$1.94M0.5%-7.5%0.248%
4/16/2025 Kelly Financial Group LLC9,649$1.07M0.2%-14.9%0.137%
4/16/2025 Schoolcraft Capital LLC63,228$7.01M1.4%-0.9%0.897%
4/15/2025 Focus Financial Network Inc.3,949$438K0.0%N/A0.056%
4/14/2025 Camelot Technology Advisors Inc.22,988$2.55M2.3%-3.5%0.326%
4/10/2025 Brand Asset Management Group Inc.4,116$457K0.2%-4.5%0.057%
4/10/2025 Legacy Financial Group LLC4,508$500K0.1%-5.4%0.063%
4/9/2025 Milestone Asset Management LLC3,142$349K0.1%-34.5%0.044%
4/9/2025 Archer Investment Management LLC11,088$1.23M0.9%-12.4%0.154%
4/8/2025 Peoples Bank KS4,000$444K0.3%-27.1%0.056%
3/19/2025M1 Capital Management LLC10,060$1.31M0.7%N/A0.141%
3/17/2025 Wealth Enhancement Advisory Services LLC4,440$579K0.0%-6.7%0.062%
3/5/2025Berkeley Inc1,596$208K0.1%N/A0.022%
3/4/2025 Comprehensive Money Management Services LLC1,831$239K0.2%N/A0.025%
3/3/2025American Investment Services Inc.1,656$216K0.0%N/A0.023%
2/26/2025Discipline Wealth Solutions LLC2,672$348K0.2%-6.1%0.037%
2/25/2025Heck Capital Advisors LLC28,722$3.75M0.2%N/A0.393%
2/20/2025Forum Financial Management LP1,585$207K0.0%N/A0.022%
2/18/2025Focus Partners Advisor Solutions LLC3,977$519K0.0%-18.7%0.054%
2/17/2025Two Sigma Investments LP21,000$2.74M0.0%+400.0%0.286%
2/17/2025Guardian Wealth Advisors LLC NC640$83K0.0%+55.3%0.009%
2/17/2025Focus Partners Wealth4,718$615K0.0%+22.8%0.064%
2/17/2025Clark Capital Management Group Inc.16,683$2.18M0.0%-32.9%0.227%
2/17/2025Cetera Investment Advisers35,323$4.61M0.0%+14.4%0.481%
2/17/2025Capstone Investment Advisors LLC8,401$1.10M0.0%+5.0%0.114%
2/17/2025Cardiff Park Advisors LLC2,773$362K0.0%-9.8%0.038%
2/17/2025Bank of America Corp DE228,422$29.78M0.0%-0.4%3.108%
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2/17/2025Aptus Capital Advisors LLC730$95K0.0%+77.2%0.010%
2/14/2025Mercer Global Advisors Inc. ADV9,644$1.26M0.0%-1.9%0.131%
2/14/2025Comerica Bank573$75K0.0%+38.7%0.008%
2/14/2025Lido Advisors LLC5,094$664K0.0%-8.1%0.069%
2/14/2025Integrated Wealth Concepts LLC2,090$272K0.0%N/A0.028%
2/14/2025Stifel Financial Corp25,807$3.37M0.0%+21.0%0.351%
2/14/2025Forum Financial Management LP1,585$207K0.0%N/A0.022%
2/13/2025NewEdge Advisors LLC5,793$755K0.0%+9,555.0%0.079%
2/13/2025Stonehaven Wealth & Tax Solutions LLC1,646$215K0.2%N/A0.022%
2/13/2025Regal Investment Advisors LLC23,434$3.06M0.2%+2.3%0.319%
2/13/2025Belpointe Asset Management LLC23,441$2.91M0.2%+2.7%0.319%
2/13/2025Mariner LLC7,546$984K0.0%-2.3%0.103%
2/13/2025Kennedy Capital Management LLC1,701$222K0.0%N/A0.023%
2/13/2025 Bessemer Group Inc.248$32K0.0%N/A0.003%
2/13/2025Raymond James Financial Inc.9,853$1.29M0.0%N/A0.134%
2/13/2025Texas Yale Capital Corp.13,105$1.71M0.1%-1.2%0.178%
2/13/2025Advisory Services Network LLC1,548$202K0.0%-52.9%0.021%
2/13/2025Bank of Montreal Can136,581$17.81M0.0%-2.1%1.858%
2/13/2025Envestnet Asset Management Inc.76,726$10.00M0.0%+5.0%1.044%
2/13/2025Annandale Capital LLC1,600$209K0.0%N/A0.022%
2/13/2025Wells Fargo & Company MN115,372$15.04M0.0%+46.6%1.570%
2/13/2025Smith Moore & CO.45,976$5.99M0.5%+0.8%0.626%
2/12/2025World Investment Advisors1,980$258K0.0%+11.0%0.027%
2/12/2025WESCAP Management Group Inc.8,478$1.11M0.3%-3.7%0.115%
2/12/2025Boston Family Office LLC2,333$304K0.0%-3.3%0.032%
2/12/2025National Bank of Canada FI575$75K0.0%+18.3%0.008%
2/12/2025O Shaughnessy Asset Management LLC11,964$1.56M0.0%+14.6%0.163%
2/12/2025Physician Wealth Advisors Inc.9,268$1.21M0.2%-11.5%0.126%
2/12/2025Portland Global Advisors LLC3,867$504K0.1%-2.4%0.053%
2/12/2025Tucker Asset Management LLC1,316$172K0.0%+8.9%0.018%
2/12/2025Rockbridge Investment Management LCC15,075$1.97M0.3%-10.4%0.205%
2/12/2025JPMorgan Chase & Co.46,353$6.04M0.0%+2.8%0.631%
2/12/2025Aire Advisors LLC14,416$1.88M0.4%-24.7%0.196%
2/11/2025LPL Financial LLC66,221$8.63M0.0%+30.3%0.901%
2/10/2025Corient 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%
2/10/2025Frank Rimerman Advisors LLC56,716$7.40M0.5%+3.0%0.772%
2/10/2025Family Firm Inc.67,676$8.82M1.5%-0.6%0.921%
2/10/2025Commonwealth Equity Services LLC10,933$1.43M0.0%+2.4%0.149%
2/10/2025Avantax Advisory Services Inc.72,771$9.49M0.1%+1.2%0.990%
2/10/2025Parkworth Wealth Management Inc.191$25K0.0%N/A0.003%
2/7/2025HighTower Advisors LLC19,176$2.50M0.0%+0.6%0.261%
2/7/2025Endowment Wealth Management Inc.9,754$1.27M0.9%+14.8%0.133%
2/7/2025Tortoise 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%
2/7/2025Efficient Advisors LLC29,463$3.84M0.2%-13.6%0.401%
2/7/2025 Kendall Capital Management22,110$2.88M0.8%-1.1%0.301%
2/6/2025One Capital Management LLC16,056$2.09M0.1%-27.4%0.218%
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2/6/2025Raymond 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%
2/6/2025Smithfield Trust Co1,100$144K0.0%-47.0%0.015%
2/6/2025Synergy Investment Management LLC392$51K0.0%N/A0.005%
2/6/2025Steward 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%
2/6/2025Alesco Advisors LLC169,341$22.08M0.7%-3.8%2.304%
2/6/2025Jones Financial Companies Lllp7,850$1.02M0.0%+39.4%0.107%
2/6/2025Modera 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%
(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, 207 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 160 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 Heck Capital Advisors LLC ($57.44K).

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

Institutional investors have bought a total of 1,693,386 shares in the last 24 months. This purchase volume represents approximately $194.37M in transactions.

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

Of the 114 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 ($94.80K), 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. ($38.18K).

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

Institutional investors have sold a total of 1,061,113 shares in the last 24 months. This volume of shares sold represents approximately $121.56M in transactions.


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This page (NYSEARCA:IWC) was last updated on 4/28/2025 by MarketBeat.com Staff
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