13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
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
—
▲ 4.6%
vs prior quarter
13F value held
$473M
63.0% inst. owned
of float
Holders
285
-71 QoQ
filers reporting
Activity
+16 / −112
+1,041 added · −795 reduced
this quarter
Concentration
15.09%
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 15.1% of the visible book. -71 net institutions QoQ — distribution reading.

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 202602
WHITTIER TRUST CO
CIK 0001137881
$53M324K0.60%Q1 202603
GOLDMAN SACHS GROUP INC
CIK 0000886982
$51M319K0.01%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$38M235K0.00%Q1 202605
Corient Private Wealth LLC
CIK 0001948780
$27M172K0.04%Q1 202606
WHITTIER TRUST CO OF NEVADA INC
CIK 0001263548
$27M165K0.55%Q1 202607
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$22M141K0.39%Q1 202608
MORGAN STANLEY
CIK 0000895421
$20M123K0.00%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$19M121K0.00%Q1 202610
Chicago Partners Investment Group LLC
CIK 0001563525
$18M100K0.40%Q1 202611
BANK OF MONTREAL /CAN/
CIK 0000927971
$18M111K0.01%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$17M108K0.02%Q1 202613
LPL Financial LLC
CIK 0001403438
$17M107K0.00%Q1 202614
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK 0001484205
$14M85K0.65%Q1 202615
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$12M76K0.00%Q1 202616
Yeomans Consulting Group, Inc.
CIK 0002014739
$11M67K3.08%Q4 202517
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$10M61K0.00%Q1 202618
SACHEM HILL LLC
CIK 0001994333
$10M60K1.87%Q1 202619
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$9M72K0.05%Q2 202520
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M57K0.00%Q1 2026
Page 1 of 15
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