IWC institutional holders

ISHARES MICRO-CAP ETF · 13F, 2026Q2

Managers holding273
Shares held4,526,123
Reported value$902.8m
Quarter flows38 new, 71 added, 80 trimmed, 32 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
1832 Asset Management L.P.411,765$82.4m0.0%
WHITTIER TRUST CO347,840$69.1m0.7%
GOLDMAN SACHS GROUP INC312,964$62.6m0.0%
BANK OF AMERICA CORP /DE/260,405$52.1m0.0%
WHITTIER TRUST CO OF NEVADA INC177,475$34.8m0.7%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management140,737$28.2m0.4%
WELLS FARGO & COMPANY/MN137,513$27.5m0.0%
MORGAN STANLEY132,390$26.5m0.0%
Cetera Investment Advisers106,545$21.3m0.0%
BANK OF MONTREAL /CAN/105,227$21.0m0.0%
Chicago Partners Investment Group LLC99,464$18.8m0.4%
HALBERT HARGROVE GLOBAL ADVISORS, LLC82,329$16.5m0.7%
WELLINGTON MANAGEMENT GROUP LLP76,400$15.3m0.0%
Merit Financial Group, LLC73,262$14.7m0.1%
Corient Private Wealth LP68,944$13.8m0.0%
ASSETMARK, INC63,990$12.8m0.0%
TABR Capital Management, LLC59,092$11.8m10.1%
SACHEM HILL LLC58,503$11.7m2.1%
ENVESTNET ASSET MANAGEMENT INC57,960$11.6m0.0%
LPL Financial LLC57,769$11.6m0.0%
SENTINEL TRUST CO LBA54,480$10.9m1.0%
Creative Planning53,032$10.6m0.0%
PARK AVENUE SECURITIES LLC51,702$10.3m0.1%
UBS Group AG50,039$10.0m0.0%
Baker Avenue Asset Management, LP49,177$9.8m0.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IWC"). IWC price history · All 13F data

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