DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
IWC

ISHARES MICRO-CAP ETF

285 institutions still hold ISHARES MICRO-CAP ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288869·Exchange Traded Fund·285 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$520M
visible holders
Holders
285
filers reporting
Concentration
13.73%
1832 Asset Management L.P. #1
top holder share
AI Holders Summary · Q1 2026

285 institutions reported IWC in Q1 2026. 1832 Asset Management L.P. leads at 13.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
1832 Asset Management L.P.
CIK 0000944388
$71M447K0.07%Q1 2026
02
WHITTIER TRUST CO
CIK 0001137881
$69M348K0.68%Q2 2026
03
GOLDMAN SACHS GROUP INC
CIK 0000886982
$51M319K0.01%Q1 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$38M235K0.00%Q1 2026
05
WHITTIER TRUST CO OF NEVADA INC
CIK 0001263548
$35M177K0.65%Q2 2026
06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$28M141K0.41%Q2 2026
07
Corient Private Wealth LLC
CIK 0001948780
$27M172K0.04%Q1 2026
08
MORGAN STANLEY
CIK 0000895421
$20M123K0.00%Q1 2026
09
WELLS FARGO & COMPANY/MN
CIK 0000072971
$19M121K0.00%Q1 2026
10
Chicago Partners Investment Group LLC
CIK 0001563525
$19M99K0.38%Q2 2026
11
BANK OF MONTREAL /CAN/
CIK 0000927971
$18M111K0.01%Q1 2026
12
Cetera Investment Advisers
CIK 0001666741
$17M108K0.02%Q1 2026
13
LPL Financial LLC
CIK 0001403438
$17M107K0.00%Q1 2026
14
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK 0001484205
$16M82K0.71%Q2 2026
15
Merit Financial Group, LLC
CIK 0001621225
$15M73K0.09%Q2 2026
16
ASSETMARK, INC
CIK 0001344551
$13M64K0.02%Q2 2026
17
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$12M76K0.00%Q1 2026
18
TABR Capital Management, LLC
CIK 0001805603
$12M59K10.07%Q2 2026
19
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$12M58K0.00%Q2 2026
20
SENTINEL TRUST CO LBA
CIK 0001114739
$11M68K1.08%Q1 2026
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