Who owns iShares Micro-Cap ETF?
Institutional ownership of IWC from SEC Form 13F filings across 160 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
160
13F holders
$647.5M
value, 2026 filers
42.2%
of shares outstanding (3.3M sh)
19
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of IWC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WHITTIER TRUST CO | 347,840 | $69.1M | 0.7% | 4.4% | +7.4% |
| 2 | GOLDMAN SACHS GROUP INC | 312,964 | $62.6M | 0.0% | 4% | -1.9% |
| 3 | BANK OF AMERICA CORP /DE/ | 260,405 | $52.1M | 0.0% | 3.3% | +10.7% |
| 4 | WHITTIER TRUST CO OF NEVADA INC | 177,475 | $34.8M | 0.7% | 2.2% | +7.7% |
| 5 | Merit Financial Group, LLC | 146,524 | $29.3M | 0.2% | 1.9% | +240.2% |
| 6 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 140,737 | $28.2M | 0.4% | 1.8% | +0.1% |
| 7 | WELLS FARGO & COMPANY/MN | 137,513 | $27.5M | 0.0% | 1.7% | +13.2% |
| 8 | MORGAN STANLEY | 132,390 | $26.5M | 0.0% | 1.7% | +7.5% |
| 9 | Cetera Investment Advisers | 106,545 | $21.3M | 0.0% | 1.4% | -1.5% |
| 10 | BANK OF MONTREAL /CAN/ | 105,227 | $21.0M | 0.0% | 1.3% | -5.3% |
| 11 | Chicago Partners Investment Group LLC | 99,464 | $18.8M | 0.4% | 1.3% | -0.1% |
| 12 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 82,329 | $16.5M | 0.7% | 1% | -3.1% |
| 13 | Corient Private Wealth LP | 79,675 | $15.9M | 0.0% | 1% | -53.7% |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 76,400 | $15.3M | 0.0% | 1% | +0.1% |
| 15 | ASSETMARK, INC | 63,990 | $12.8M | 0.0% | 0.8% | +98346.2% |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 57,960 | $11.6M | 0.0% | 0.7% | +2.2% |
| 17 | LPL Financial LLC | 57,769 | $11.6M | 0.0% | 0.7% | -46.0% |
| 18 | Creative Planning | 53,032 | $10.6M | 0.0% | 0.7% | -0.1% |
| 19 | PARK AVENUE SECURITIES LLC | 51,702 | $10,343 | 0.1% | 0.7% | +4.6% |
| 20 | UBS Group AG | 50,039 | $10.0M | 0.0% | 0.6% | +0.4% |
| 21 | Baker Avenue Asset Management, LP | 49,177 | $9.8M | 0.2% | 0.6% | +2.4% |
| 22 | SMITH, MOORE & CO. | 47,010 | $9.4M | 0.6% | 0.6% | -1.2% |
| 23 | RAYMOND JAMES FINANCIAL INC | 44,591 | $8.9M | 0.0% | 0.6% | +6.1% |
| 24 | JPMORGAN CHASE & CO | 38,140 | $7.6M | 0.0% | 0.5% | -1.9% |
| 25 | JOHNSON INVESTMENT COUNSEL INC | 33,968 | $6.8M | 0.0% | 0.4% | +28.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.