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iShares Micro-Cap ETF (IWC) Institutional Ownership

iShares Micro-Cap ETF logo
$133.30 -0.16 (-0.12%)
As of 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Micro-Cap ETF (NYSEARCA:IWC)

Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$45.53M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$75.35M
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IWC Institutional Buying and Selling by Quarter

iShares Micro-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.45,104$5.56M0.0%-0.6%0.614%
11/25/2024World Investment Advisors LLC1,783$220K0.0%-6.9%0.024%
11/19/2024Discipline Wealth Solutions LLC2,846$351K0.2%N/A0.039%
11/15/2024National Bank of Canada FI486$60K0.0%-16.2%0.007%
11/15/2024EP Wealth Advisors LLC851$105K0.0%N/A0.012%
11/15/2024Jane Street Group LLC11,872$1.46M0.0%-65.8%0.162%
11/15/2024WESCAP Management Group Inc.8,802$1.09M0.3%-29.9%0.120%
11/15/2024Stifel Financial Corp21,335$2.63M0.0%+41.1%0.290%
11/15/2024HighTower Advisors LLC19,060$2.34M0.0%+33.8%0.259%
11/14/2024Flow Traders U.S. LLC15,608$1.93M0.1%-20.2%0.212%
11/14/2024Captrust Financial Advisors6,461$797K0.0%-3.0%0.088%
11/14/2024Capstone Investment Advisors LLC8,001$987K0.0%N/A0.109%
11/13/2024FMR LLC1,217$150K0.0%-15.8%0.017%
11/13/2024Bank of Montreal Can139,532$17.16M0.0%-6.0%1.898%
11/13/2024Brown Brothers Harriman & Co.2,617$323K0.0%N/A0.036%
11/12/2024Alesco Advisors LLC176,015$21.71M0.7%-1.4%2.395%
11/12/2024Nwam LLC2,286$282K0.0%N/A0.031%
11/12/2024Smithfield Trust Co2,077$256K0.0%+112.6%0.028%
11/6/2024Frazier Financial Advisors LLC824$102K0.1%-68.2%0.011%
11/6/2024Mutual of America Capital Management LLC35,114$4.33M0.0%-22.2%0.478%
11/6/2024Endowment Wealth Management Inc.8,495$1.05M0.7%+22.0%0.116%
11/5/2024Aptus Capital Advisors LLC412$51K0.0%+139.5%0.006%
11/4/2024Noble Family Wealth LLC20,559$2.54M0.7%-9.6%0.280%
11/1/2024Rockbridge Investment Management LCC16,818$2.07M0.3%-2.8%0.229%
10/29/2024Clear Creek Financial Management LLC4,562$563K0.1%+19.9%0.062%
10/29/2024Chicago Partners Investment Group LLC80,596$10.06M0.3%+2.0%1.097%
10/28/2024Stephens Inc. AR22,620$2.79M0.0%+0.6%0.308%
10/28/2024Tilson Financial Group Inc.1,859$212K0.1%N/A0.025%
10/24/2024Frank Rimerman Advisors LLC55,064$6.79M0.5%+11.9%0.749%
10/24/2024Bristlecone Advisors LLC375$46K0.0%N/A0.005%
10/24/2024Modera Wealth Management LLC7,802$962K0.0%+4.1%0.106%
10/24/2024GHP Investment Advisors Inc.11,359$1.40M0.1%-2.0%0.155%
10/24/2024Wealth Enhancement Advisory Services LLC4,757$587K0.0%+3.8%0.065%
10/23/2024Allworth Financial LP1,419$175K0.0%-12.4%0.019%
10/23/2024Joel Isaacson & Co. LLC1,710$211K0.0%N/A0.023%
10/23/2024Dumont & Blake Investment Advisors LLC41,268$5.09M1.4%-50.1%0.561%
10/22/2024Eagle Bay Advisors LLC390$48K0.0%-20.1%0.005%
10/19/2024Compass Ion Advisors LLC3,403$420K0.1%-16.9%0.046%
10/18/2024Capital Investment Advisors LLC5,103$629K0.0%-2.6%0.069%
10/16/2024Global Retirement Partners LLC3,643$449K0.0%+48.6%0.050%
10/16/2024Halbert Hargrove Global Advisors LLC100,741$12.42M0.7%-3.3%1.371%
10/16/2024Physician Wealth Advisors Inc.10,473$1.32M0.2%-10.8%0.142%
10/11/2024Creative Planning59,323$7.32M0.0%-3.2%0.807%
10/11/2024Wesbanco Bank Inc.1,835$226K0.0%N/A0.025%
10/10/2024Sound Income Strategies LLC6,635$818K0.1%+7,798.8%0.090%
10/10/2024Level Financial Advisors11,241$1.39M0.5%-5.0%0.153%
10/9/2024Davies Financial Advisors Inc.4,845$597K0.5%N/A0.066%
10/9/2024Private Advisory Group LLC19,553$2.41M0.3%+22.1%0.266%
10/7/2024Camelot Technology Advisors Inc.26,155$3.23M2.8%-22.9%0.356%
10/7/2024Schoolcraft Capital LLC64,676$7.98M1.6%-0.6%0.880%
10/5/2024Arkansas Financial Group Inc.62,242$7.68M1.2%-11.9%0.847%
10/4/2024Peoples Bank KS5,125$632K0.4%+26.5%0.070%
10/3/2024Park Avenue Securities LLC39,641$4.89M0.1%+1.9%0.539%
10/2/2024Doliver Advisors LP2,283$282K0.1%-6.2%0.031%
8/22/2024Cetera Investment Advisers29,516$3.37M0.0%-3.7%0.402%
8/19/2024Connective Capital Management LLC10,219$1.17M2.1%-49.1%0.139%
8/16/2024Creative Planning61,313$6.99M0.0%-13.4%0.834%
8/15/2024AQR Capital Management LLC3,166$361K0.0%N/A0.043%
8/14/2024Bank of Montreal Can148,399$17.54M0.0%-6.2%2.019%
8/14/20241832 Asset Management L.P.557,004$63.50M0.1%+3.8%7.578%
8/12/2024Kendall Capital Management20,760$2.37M0.8%+0.5%0.282%
8/12/2024Mercer Global Advisors Inc. ADV10,343$1.18M0.0%+27.1%0.141%
8/9/2024One Capital Management LLC58,833$6.71M0.2%-81.4%0.800%
8/8/2024Envestnet Asset Management Inc.66,027$7.53M0.0%+6.2%0.898%
8/8/2024WESCAP Management Group Inc.12,565$1.43M0.4%-0.9%0.171%
8/8/2024Johnson Investment Counsel Inc.30,753$3.51M0.0%+2.4%0.418%
8/5/2024First Western Trust Bank2,947$336K0.0%-2.8%0.040%
8/2/2024Founders Financial Securities LLC3,912$446K0.0%-9.9%0.053%
8/2/2024Endowment Wealth Management Inc.6,961$794K0.6%+10.4%0.095%
8/1/2024Aire Advisors LLC19,289$2.20M0.5%-18.7%0.262%
7/31/2024Spire Wealth Management2,426$277K0.0%-31.0%0.033%
7/31/2024Commonwealth Equity Services LLC9,108$1.04M0.0%+2.2%0.124%
7/29/2024Modera Wealth Management LLC7,494$854K0.0%+104.8%0.102%
7/26/2024WealthShield Partners LLC30,834$3.52M0.5%+1.4%0.420%
7/26/2024Schoolcraft Capital LLC65,099$7.42M1.6%+6.7%0.886%
7/26/2024Bank of New York Mellon Corp2,315$264K0.0%-74.5%0.031%
7/25/2024Clear Creek Financial Management LLC3,805$434K0.1%+27.0%0.052%
7/25/2024Institute for Wealth Management LLC.7,959$907K0.1%+12.8%0.108%
7/24/2024Family Firm Inc.67,650$7.71M0.9%+299.3%0.920%
7/23/2024Private Advisory Group LLC16,012$1.83M0.2%+10.5%0.218%
7/23/2024Level Financial Advisors11,835$1.35M0.6%-1.9%0.161%
7/23/2024Crescent Grove Advisors LLC2,090$238K0.0%-24.5%0.028%
7/20/2024First Horizon Advisors Inc.1,707$195K0.0%+11.4%0.023%
7/20/2024Brand Asset Management Group Inc.4,774$544K0.2%-3.5%0.065%
7/17/2024Physician Wealth Advisors Inc.11,747$1.34M0.2%-2.3%0.160%
7/16/2024Wealth Enhancement Advisory Services LLC4,584$523K0.0%+12.2%0.062%
7/16/2024Burke & Herbert Bank & Trust Co.2,050$234K0.1%N/A0.028%
7/16/2024Noble Family Wealth LLC22,733$2.59M0.7%-2.5%0.309%
7/15/2024Dynamic Advisor Solutions LLC3,539$403K0.0%-78.1%0.048%
7/10/2024CWM LLC326$37K0.0%+45.5%0.004%
7/9/2024Park Avenue Securities LLC38,910$4.44M0.1%+6.8%0.529%
5/24/2024Cetera Advisors LLC24,326$2.95M0.0%+13.6%0.331%
5/24/2024Cetera Investment Advisers30,635$3.71M0.0%+818.6%0.417%
5/17/2024William Howard & Co Financial Advisors Inc1,897$230K0.2%N/A0.026%
5/16/2024Connective Capital Management LLC20,066$2.43M3.7%N/A0.273%
5/15/20241832 Asset Management L.P.536,578$65.03M0.0%-4.1%7.300%
5/14/2024Biltmore Family Office LLC8,905$1.08M0.2%+26.6%0.121%
5/13/2024O Shaughnessy Asset Management LLC9,339$1.13M0.0%+5.0%0.127%
5/10/2024TIAA Trust National Association1,873$227K0.0%-8.5%0.025%
5/9/2024Texas Yale Capital Corp.13,280$1.61M0.1%+3.5%0.177%
(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, 177 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), Corient Private Wealth LLC ($27.52M), Alesco Advisors LLC ($21.71M), Bank of Montreal Can ($17.16M), Sparta 24 Ltd. ($13.86M), Halbert Hargrove Global Advisors LLC ($12.42M), and Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($12.34M).Learn more on IWC's institutional investors.

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

Of the 131 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), Schoolcraft Capital LLC ($65.66K), Barclays PLC ($60.75K), One Capital Management LLC ($60.30K), Frank Rimerman Advisors LLC ($57.17K), and Family Firm Inc. ($52.20K).

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

Institutional investors have bought a total of 1,488,414 shares in the last 24 months. This purchase volume represents approximately $162.73M in transactions.

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

Of the 106 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 ($277.84K), Halbert Hargrove Global Advisors LLC ($93.15K), Marquette Asset Management LLC ($57.04K), Avantax Advisory Services Inc. ($53.02K), Barclays PLC ($51.71K), 1832 Asset Management L.P. ($46.37K), and Arkansas Financial Group Inc. ($42.69K).

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

Institutional investors have sold a total of 1,134,163 shares in the last 24 months. This volume of shares sold represents approximately $127.60M in transactions.



This page (NYSEARCA:IWC) was last updated on 1/6/2025 by MarketBeat.com Staff
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