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Ishares Micro-Cap ETF (IWC)

CUSIP: 464288869 | NYSE | 875 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management137,397
0.3% of portfolio›$25.4M
Chicago Partners Investment Group LLC100,748
0.3% of portfolio›$17.8M
Halbert Hargrove Global Advisors, LLC79,859
0.6% of portfolio›$14.8M
Assetmark, Inc64,603
0.0% of portfolio›$11.9M
Sachem Hill LLC57,197
1.9% of portfolio›$10.6M
Park Avenue Securities LLC53,480
0.0% of portfolio›$9.9K
Creative Planning52,765
0.0% of portfolio›$9.8M
Sentinel Trust Co LBA49,634
1.2% of portfolio›$9.2M
Arkansas Financial Group, Inc.47,013
1.2% of portfolio›$8.7M
Frank, Rimerman Advisors LLC46,321
0.5% of portfolio›$8.6M
Commonwealth Equity Services, LLC42,672
0.0% of portfolio›$7.9M
Tabr Capital Management, LLC41,001
5.6% of portfolio›$7.6M
Dumont & Blake Investment Advisors LLC38,558
1.8% of portfolio›$7.1M
Norden Group LLC37,544
0.5% of portfolio›$6.9M
Finley Financial, LLC31,800
2.4% of portfolio›$5.9M
Weber Capital Management LLC28,078
4.7% of portfolio›$5.2M
Farther Finance Advisors, LLC22,107
0.0% of portfolio›$4.1M
Noble Family Wealth, LLC20,998
0.7% of portfolio›$3.9M
Camelot Technology Advisors, Inc.19,673
2.4% of portfolio›$3.6M
Kendall Capital Management16,863
0.5% of portfolio›$3.1M
Indiana Trust & Investment Management Co13,830
0.7% of portfolio›$2.6M
Cambridge Investment Research Advisors, Inc.13,797
0.0% of portfolio›$2.6K
Evanson Financial, LLC13,738
0.1% of portfolio›$2.5M
Endowment Wealth Management, Inc.12,462
0.8% of portfolio›$2.3M
Simplicity Wealth,LLC11,099
0.1% of portfolio›$2.1M
GHP Investment Advisors, Inc.10,727
0.1% of portfolio›$2.0M
Woodward Financial Advisors, Inc.10,157
0.7% of portfolio›$1.9M
Certuity, LLC10,063
0.1% of portfolio›$1.9M
Level Financial Advisors9,566
0.4% of portfolio›$1.8M
James Investment Research, Inc.9,403
0.2% of portfolio›$1.7M
Robinson Value Management, Ltd.9,165
0.9% of portfolio›$1.7M
Moisand Fitzgerald Tamayo, LLC8,883
0.2% of portfolio›$1.6M
Lido Advisors, LLC8,770
0.0% of portfolio›$1.6M
Wedmont Private Capital7,818
0.0% of portfolio›$1.4M
Physician Wealth Advisors, Inc.7,476
0.2% of portfolio›$1.4M
Modera Wealth Management, LLC6,231
0.0% of portfolio›$1.2M
Kestra Advisory Services, LLC5,974
0.0% of portfolio›$1.1M
Eclectic Associates Inc5,397
0.1% of portfolio›$997.4K
Discipline Wealth Solutions, LLC5,158
0.1% of portfolio›$953.1K
Nvwm, LLC5,104
0.2% of portfolio›$943.2K
Wealth Enhancement Advisory Services, LLC4,908
0.0% of portfolio›$897.1K
XML Financial, LLC4,795
0.1% of portfolio›$886.2K
Capital Investment Advisors, LLC4,680
0.0% of portfolio›$864.9K
Acropolis Investment Management, LLC4,485
0.0% of portfolio›$828.8K
Ellis Investment Partners, LLC4,260
0.1% of portfolio›$787.3K
Haven Private, LLC4,072
0.3% of portfolio›$752.5K
Basso Capital Management, L.P.3,962
0.2% of portfolio›$732.2K
Peoples Bank3,750
0.7% of portfolio›$693.0K
SFI Advisors, LLC3,527
0.5% of portfolio›$651.8K
Concurrent Investment Advisors, LLC3,479
0.0% of portfolio›$642.9K
Founders Financial Securities LLC3,388
0.0% of portfolio›$626.2K
Keybank National Association3,377
0.0% of portfolio›$624.1K
NTV Asset Management LLC3,160
0.1% of portfolio›$584.0K
Mullaney, Keating & Wright, Inc.3,152
0.3% of portfolio›$582.5K
Doliver Advisors, LP3,127
0.1% of portfolio›$577.9K
Sage Rhino Capital LLC3,087
0.1% of portfolio›$570.4K
StoneX Group Inc.2,858
0.0% of portfolio›$540.4K
Archer Investment Management, LLC2,841
0.2% of portfolio›$525.0K
Family Wealth Partners, LLC2,837
0.2% of portfolio›$524.2K
Legacy Advisors, LLC2,667
0.0% of portfolio›$492.9K
Robertson Stephens Wealth Management, LLC2,595
0.0% of portfolio›$479.5K
First Horizon Corp2,445
0.0% of portfolio›$451.8K
Crusonia Wealth Advisors LLC2,399
0.1% of portfolio›$443.3K
Perigon Wealth Management, LLC2,262
0.0% of portfolio›$418.1K
Eagle Global Advisors LLC2,127
0.0% of portfolio›$393.1K
Spire Wealth Management2,085
0.0% of portfolio›$385.3K
Compass Ion Advisors, LLC2,071
0.0% of portfolio›$382.8K
Burke & Herbert Bank & Trust Co2,050
0.1% of portfolio›$378.8K
Bailard, Inc.2,021
0.0% of portfolio›$373.5K
Biltmore Family Office, LLC2,011
0.0% of portfolio›$371.6K
Joseph P. Lucia & Associates, LLC1,865
0.1% of portfolio›$344.7K
Crescent Grove Advisors, LLC1,716
0.0% of portfolio›$317.1K
Forum Financial Management, LP1,685
0.0% of portfolio›$311.4K
CoreCap Advisors, LLC1,557
0.0% of portfolio›$287.9K
Cassaday & Co Wealth Management LLC1,513
0.0% of portfolio›$279.6K
Gradient Capital Advisors, LLC1,510
0.1% of portfolio›$279.0K
William Allan Corp1,379
0.1% of portfolio›$254.8K
Sigma Planning Corp1,334
0.0% of portfolio›$246.4K
Ballentine Capital Advisors, Inc1,262
0.1% of portfolio›$233.3K
RFG Advisory, LLC1,250
0.0% of portfolio›$231.0K
TCV Trust & Wealth Management, Inc.1,227
0.0% of portfolio›$226.7K
Tassel Capital Management, Inc.1,192
0.1% of portfolio›$220.2K
Berkeley, Inc1,186
0.1% of portfolio›$219.2K
Eastern Bank1,100
0.0% of portfolio›$203.3K
Allspring Global Investments Holdings, LLC944
0.0% of portfolio›$175.7K
Parallel Advisors, LLC825
0.0% of portfolio›$152.5K
Godsey & Gibb, Inc676
0.0% of portfolio›$124.9K
Ares Financial Consulting, LLC670
0.1% of portfolio›$123.9K
IFP Advisors, Inc644
0.0% of portfolio›$119.0K
Mather Group, Llc.639
0.0% of portfolio›$118.0K
Creative Financial Designs Inc408
0.0% of portfolio›$75.3K
Evermay Wealth Management LLC406
0.0% of portfolio›$75.0K
Asset Dedication, LLC358
0.0% of portfolio›$66.2K
American National Bank & Trust259
0.0% of portfolio›$47.9K
Signaturefd, LLC254
0.0% of portfolio›$46.9K
Harbor Investment Advisory, LLC170
0.0% of portfolio›$31.4K
Trust Co of Vermont168
0.0% of portfolio›$31.0K
Heritage Family Offices, LLP122
0.0% of portfolio›$22.5K
Capital Investment Advisory Services, LLC116
0.0% of portfolio›$21.4K
Belvedere Trading LLC100
0.0% of portfolio›$18.5K
Beacon Investment Advisory Services, Inc.100
0.0% of portfolio›$18.5K
Citigroup Inc99
0.0% of portfolio›$18.3K
Dhjj Financial Advisors, Ltd.89
0.0% of portfolio›$16.4K
Pacific Center for Financial Services79
0.0% of portfolio›$14.6K
Northstar Asset Management Co50
0.0% of portfolio›$8.9K
Lanark Financial, Inc.42
0.0% of portfolio›$7.8K
Triumph Capital Management20
0.0% of portfolio›$3.8K
Avion Wealth20
0.0% of portfolio›$3
Glass Jacobson Investment Advisors llc18
0.0% of portfolio›$3.3K
Blue Trust, Inc.9
0.0% of portfolio›$1.6K
Trust Co of Toledo NA4
0.0% of portfolio›$739
TD Waterhouse Canada Inc.1
0.0% of portfolio›$185
StyleTurnoverLocationFiled
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
137,397$25.4M0.3%GrowthVery LowSeattle, WA2026-10-27
Chicago Partners Investment Group LLC
100,748$17.8M0.3%GARPLowChicago, IL2026-10-27
Halbert Hargrove Global Advisors, LLC
79,859$14.8M0.6%ETFLowLong Beach, CA2026-10-16
Assetmark, Inc
64,603$11.9M0.0%ETFLowConcord, CA2026-10-21
Sachem Hill LLC
57,197$10.6M1.9%ETFVery LowDenver, CO2026-10-14
Park Avenue Securities LLC
53,480$9.9K0.0%ETFMediumNew York, NY2026-10-26
Creative Planning
52,765$9.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Sentinel Trust Co LBA
49,634$9.2M1.2%ETFVery LowHouston, TX2026-11-03
Arkansas Financial Group, Inc.
47,013$8.7M1.2%ETFVery LowLittle Rock, AR2026-10-26
Frank, Rimerman Advisors LLC
46,321$8.6M0.5%GrowthLowPalo Alto, CA2026-10-16
Commonwealth Equity Services, LLC
42,672$7.9M0.0%ETFLowWaltham, MA2026-11-02
Tabr Capital Management, LLC
41,001$7.6M5.6%ETFHighOrange, CA2026-10-20
Dumont & Blake Investment Advisors LLC
38,558$7.1M1.8%CoreVery LowPrinceton, NJ2026-10-28
Norden Group LLC
37,544$6.9M0.5%GrowthMediumProvo, UT2026-10-20
Finley Financial, LLC
31,800$5.9M2.4%ETFVery LowLas Vegas, NV2026-10-28
Weber Capital Management LLC
28,078$5.2M4.7%Deep ValueVery LowNewton, MA2026-10-19
Farther Finance Advisors, LLC
22,107$4.1M0.0%IndexLowSan Francisco, CA2026-10-08
Noble Family Wealth, LLC
20,998$3.9M0.7%ETFVery LowClearwater, FL2026-10-26
Camelot Technology Advisors, Inc.
19,673$3.6M2.4%ETFLowSan Francisco, CA2026-10-09
Kendall Capital Management
16,863$3.1M0.5%GARPLowRockville, MD2026-10-23
Indiana Trust & Investment Management Co
13,830$2.6M0.7%GrowthLowMishawaka, IN2026-10-22
Cambridge Investment Research Advisors, Inc.
13,797$2.6K0.0%ETFLowFairfield, IA2026-11-02
Evanson Financial, LLC
13,738$2.5M0.1%ETFN/AMclean, VA2026-10-23
Endowment Wealth Management, Inc.
12,462$2.3M0.8%ETFMediumAppleton, WI2026-11-03
Simplicity Wealth,LLC
11,099$2.1M0.1%ETFLowSummit, NJ2026-10-23
GHP Investment Advisors, Inc.
10,727$2.0M0.1%CoreVery LowDenver, CO2026-10-15
Woodward Financial Advisors, Inc.
10,157$1.9M0.7%ETFVery LowChapel Hill, NC2026-10-19
Certuity, LLC
10,063$1.9M0.1%GARPLowNorth Palm Beach, FL2026-11-02
Level Financial Advisors
9,566$1.8M0.4%ETFLowEast Amherst, NY2026-10-13
James Investment Research, Inc.
9,403$1.7M0.2%CoreLowAlpha, OH2026-10-22
Robinson Value Management, Ltd.
9,165$1.7M0.9%YieldHighSan Antonio, TX2026-10-20
Moisand Fitzgerald Tamayo, LLC
8,883$1.6M0.2%ETFVery LowOrlando, FL2026-10-15
Lido Advisors, LLC
8,770$1.6M0.0%GrowthLowLos Angeles, CA2026-11-04
Wedmont Private Capital
7,818$1.4M0.0%IndexVery LowWest Chester, PA2026-10-09
Physician Wealth Advisors, Inc.
7,476$1.4M0.2%ETFMediumMidvale, UT2026-10-20
Modera Wealth Management, LLC
6,231$1.2M0.0%ETFVery LowWestwood, NJ2026-10-28
Kestra Advisory Services, LLC
5,974$1.1M0.0%CoreLowAustin, TX2026-11-02
Eclectic Associates Inc
5,397$997.4K0.1%ETFVery LowFullerton, CA2026-10-09
Discipline Wealth Solutions, LLC
5,158$953.1K0.1%ETFLowGreenville, SC2026-10-14
Nvwm, LLC
5,104$943.2K0.2%GrowthMediumYardley, PA2026-10-14
Wealth Enhancement Advisory Services, LLC
4,908$897.1K0.0%CoreLowPlymouth, MN2026-10-13
XML Financial, LLC
4,795$886.2K0.1%ETFLowBethesda, MD2026-10-29
Capital Investment Advisors, LLC
4,680$864.9K0.0%CoreLowAtlanta, GA2026-10-22
Acropolis Investment Management, LLC
4,485$828.8K0.0%ETFLowSt. Louis, MO2026-10-08
Ellis Investment Partners, LLC
4,260$787.3K0.1%ETFLowBerwyn, PA2026-10-21
Haven Private, LLC
4,072$752.5K0.3%ETFMediumOrlando, FL2026-10-27
Basso Capital Management, L.P.
3,962$732.2K0.2%ETFMediumStamford, CT2026-10-30
Peoples Bank
3,750$693.0K0.7%CoreLowPratt, KS2026-10-09
SFI Advisors, LLC
3,527$651.8K0.5%ETFLowMontclair, NJ2026-10-30
Concurrent Investment Advisors, LLC
3,479$642.9K0.0%GrowthMediumTampa, FL2026-10-16
Founders Financial Securities LLC
3,388$626.2K0.0%ETFMediumTowson, MD2026-10-28
Keybank National Association
3,377$624.1K0.0%CoreLowBrooklyn, OH2026-11-04
NTV Asset Management LLC
3,160$584.0K0.1%GrowthLowCharleston, WV2026-10-23
Mullaney, Keating & Wright, Inc.
3,152$582.5K0.3%GrowthVery LowMiddletown, CT2026-10-19
Doliver Advisors, LP
3,127$577.9K0.1%GARPLowHouston, TX2026-10-01
Sage Rhino Capital LLC
3,087$570.4K0.1%ETFLowMenlo Park, CA2026-10-28
StoneX Group Inc.
2,858$540.4K0.0%ETFMediumNew York, NY2026-11-03
Archer Investment Management, LLC
2,841$525.0K0.2%ETFHighAustin, TX2026-10-13
Family Wealth Partners, LLC
2,837$524.2K0.2%ETFLowMatthews, NC2026-10-20
Legacy Advisors, LLC
2,667$492.9K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Robertson Stephens Wealth Management, LLC
2,595$479.5K0.0%ETFMediumSan Francisco, CA2026-10-16
First Horizon Corp
2,445$451.8K0.0%CoreLowMemphis, TN2026-10-26
Crusonia Wealth Advisors LLC
2,399$443.3K0.1%ETFVery LowDenver, CO2026-10-26
Perigon Wealth Management, LLC
2,262$418.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Eagle Global Advisors LLC
2,127$393.1K0.0%CoreLowHouston, TX2026-11-02
Spire Wealth Management
2,085$385.3K0.0%GrowthMediumMclean, VA2026-10-30
Compass Ion Advisors, LLC
2,071$382.8K0.0%ETFVery LowConshohocken, PA2026-10-23
Burke & Herbert Bank & Trust Co
2,050$378.8K0.1%CoreVery LowAlexandria, VA2026-11-02
Bailard, Inc.
2,021$373.5K0.0%GrowthMediumFoster City, CA2026-10-13
Biltmore Family Office, LLC
2,011$371.6K0.0%GrowthLowCharlotte, NC2026-11-03
Joseph P. Lucia & Associates, LLC
1,865$344.7K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Crescent Grove Advisors, LLC
1,716$317.1K0.0%ETFLowLake Forest, IL2026-10-21
Forum Financial Management, LP
1,685$311.4K0.0%ETFLowLombard, IL2026-10-16
CoreCap Advisors, LLC
1,557$287.9K0.0%ETFMediumSouthfield, MI2026-10-08
Cassaday & Co Wealth Management LLC
1,513$279.6K0.0%ETFVery LowMclean, VA2026-10-27
Gradient Capital Advisors, LLC
1,510$279.0K0.1%ETFLowSan Diego, CA2026-10-21
William Allan Corp
1,379$254.8K0.1%CoreLowFort Collins, CO2026-10-14
Sigma Planning Corp
1,334$246.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Ballentine Capital Advisors, Inc
1,262$233.3K0.1%ETFVery LowGreenville, SC2026-10-14
RFG Advisory, LLC
1,250$231.0K0.0%ETFMediumBirmingham, AL2026-11-03
TCV Trust & Wealth Management, Inc.
1,227$226.7K0.0%CoreVery LowRichmond, VA2026-10-16
Tassel Capital Management, Inc.
1,192$220.2K0.1%ETFLowMatthews, NC2026-10-20
Berkeley, Inc
1,186$219.2K0.1%CoreLowBoise, ID2026-10-20
Eastern Bank
1,100$203.3K0.0%GrowthMediumBoston, MA2026-10-05
Allspring Global Investments Holdings, LLC
944$175.7K0.0%CoreMediumCharlotte, NC2026-11-04
Parallel Advisors, LLC
825$152.5K0.0%IndexLowSan Francisco, CA2026-11-03
Godsey & Gibb, Inc
676$124.9K0.0%CoreLowRichmond, VA2026-10-14
Ares Financial Consulting, LLC
670$123.9K0.1%CoreLowCalabasas, CA2026-10-19
IFP Advisors, Inc
644$119.0K0.0%GrowthLowTampa, FL2026-10-16
Mather Group, Llc.
639$118.0K0.0%ETFMediumChicago, IL2026-10-14
Creative Financial Designs Inc
408$75.3K0.0%ETFMediumKokomo, IN2026-11-04
Evermay Wealth Management LLC
406$75.0K0.0%ETFLowArlington, VA2026-11-05
Asset Dedication, LLC
358$66.2K0.0%ETFLowSan Francisco, CA2026-11-03
American National Bank & Trust
259$47.9K0.0%CoreVery LowWichita Falls, TX2026-10-07
Signaturefd, LLC
254$46.9K0.0%IndexLowAtlanta, GA2026-10-23
Harbor Investment Advisory, LLC
170$31.4K0.0%GrowthLowLutherville, MD2026-10-13
Trust Co of Vermont
168$31.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Heritage Family Offices, LLP
122$22.5K0.0%GrowthHighScottsdale, AZ2026-11-02
Capital Investment Advisory Services, LLC
116$21.4K0.0%CoreMediumRaleigh, NC2026-10-30
Belvedere Trading LLC
100$18.5K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Beacon Investment Advisory Services, Inc.
100$18.5K0.0%GrowthLowMorristown, NJ2026-10-13
Citigroup Inc
99$18.3K0.0%CoreMediumNew York, NY2026-11-04
Dhjj Financial Advisors, Ltd.
89$16.4K0.0%ETFVery LowNaperville, IL2026-10-23
Pacific Center for Financial Services
79$14.6K0.0%ETFMediumDanville, CA2026-10-15
Northstar Asset Management Co
50$8.9K0.0%CoreVery LowBlue Bell, PA2026-10-22
Lanark Financial, Inc.
42$7.8K0.0%CoreMediumBirmingham, AL2026-10-26
Triumph Capital Management
20$3.8K0.0%ETFMediumDenver, CO2026-10-14
Avion Wealth
20$30.0%ETFLowThe Woodlands, TX2026-11-04
Glass Jacobson Investment Advisors llc
18$3.3K0.0%ETFLowOwings Mills, MD2026-10-26
Blue Trust, Inc.
9$1.6K0.0%ETFLowBrentwood, TN2026-10-15
Trust Co of Toledo NA
4$7390.0%GrowthVery LowHolland, OH2026-10-16
TD Waterhouse Canada Inc.
1$1850.0%CoreLowToronto, Australia2026-10-16