IWC Institutional Ownership
iShares Micro-Cap ETF
1W: -0.6%
1M: -3.8%
3M: -6.0%
YTD: +17.6%
1Y: +25.5%
3Y: +92.2%
5Y: +34.6%
$186.68
+1.54 (+0.83%)
Weekly Expected Move ±2.1%
$179
$183
$187
$191
$194
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IWC
306
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
900M
Total Invested
38
New Positions
71
Increased
113
Reduced
32
Closed
1.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (336 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | 1832 Asset Management L.P. | 411,765 | $77M | -35,161 | -7.9% | 18Q | SEC ↗ |
| 2 | WHITTIER TRUST CO | 347,840 | $65M | +23,903 | +7.4% | 3Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 312,964 | $58M | -6,045 | -1.9% | 15Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 260,405 | $49M | +25,217 | +10.7% | 15Q | SEC ↗ |
| 5 | WHITTIER TRUST CO OF NEVADA INC | 177,475 | $33M | +12,754 | +7.7% | 41Q | SEC ↗ |
| 6 | Empirical Financial Services, LLC d.b. | 140,737 | $26M | +73 | +0.1% | 63Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 137,513 | $26M | +16,036 | +13.2% | 84Q | SEC ↗ |
| 8 | MORGAN STANLEY | 132,390 | $25M | +9,181 | +7.5% | 60Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 106,545 | $20M | -1,674 | -1.5% | 12Q | SEC ↗ |
| 10 | BANK OF MONTREAL /CAN | 105,227 | $20M | -5,861 | -5.3% | 53Q | SEC ↗ |
| 11 | Chicago Partners Investment Group LLC | 99,464 | $19M | -146 | -0.1% | 47Q | SEC ↗ |
| 12 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 82,329 | $15M | -2,656 | -3.1% | 26Q | SEC ↗ |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 76,400 | $14M | +100 | +0.1% | 2Q | SEC ↗ |
| 14 | Merit Financial Group, LLC | 73,262 | $14M | +30,191 | +70.1% | 2Q | SEC ↗ |
| 15 | Corient Private Wealth LP | 68,944 | $13M | -103,081 | -59.9% | 15Q | SEC ↗ |
| 16 | ASSETMARK, INC | 63,990 | $12M | +63,925 | +98346.2% | 10Q | SEC ↗ |
| 17 | TABR Capital Management, LLC | 59,092 | $11M | +34,634 | +141.6% | 4Q | SEC ↗ |
| 18 | SACHEM HILL LLC | 58,503 | $11M | -1,945 | -3.2% | 30Q | SEC ↗ |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 57,960 | $11M | +1,253 | +2.2% | 73Q | SEC ↗ |
| 20 | LPL Financial LLC | 57,769 | $11M | -49,251 | -46.0% | 54Q | SEC ↗ |
| 21 | SENTINEL TRUST CO LBA | 54,480 | $10M | -13,626 | -20.0% | 13Q | SEC ↗ |
| 22 | Creative Planning | 53,032 | $10M | -60 | -0.1% | 59Q | SEC ↗ |
| 23 | PARK AVENUE SECURITIES LLC | 51,702 | $10M | +2,283 | +4.6% | 2Q | SEC ↗ |
| 24 | UBS Group AG | 50,039 | $9M | +207 | +0.4% | 47Q | SEC ↗ |
| 25 | Baker Avenue Asset Management, LP | 49,177 | $9M | +1,136 | +2.4% | 3Q | SEC ↗ |
| 26 | ARKANSAS FINANCIAL GROUP, INC. | 47,956 | $9M | -3,338 | -6.5% | 31Q | SEC ↗ |
| 27 | SMITH, MOORE & CO. | 47,010 | $9M | -570 | -1.2% | 51Q | SEC ↗ |
| 28 | Frank, Rimerman Advisors LLC | 47,005 | $9M | -163 | -0.3% | 23Q | SEC ↗ |
| 29 | RAYMOND JAMES FINANCIAL INC | 44,591 | $8M | +2,553 | +6.1% | 7Q | SEC ↗ |
| 30 | Alesco Advisors, LLC, An ESL Co | 39,139 | $7M | -2,681 | -6.4% | 27Q | SEC ↗ |
| 31 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 38,621 | $7M | -301 | -0.8% | 72Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 38,140 | $7M | -742 | -1.9% | 38Q | SEC ↗ |
| 33 | Michelson Medical Research Foundation, | 35,385 | $7M | — | +0.0% | 12Q | SEC ↗ |
| 34 | JOHNSON INVESTMENT COUNSEL INC | 33,968 | $6M | +7,499 | +28.3% | 15Q | SEC ↗ |
| 35 | Finley Financial, LLC | 32,170 | $6M | -80 | -0.2% | 7Q | SEC ↗ |
| 36 | FIL Ltd | 31,271 | $6M | — | +0.0% | 27Q | SEC ↗ |
| 37 | Piedmont Capital Management, LLC | 30,801 | $6M | +6,913 | +28.9% | 2Q | SEC ↗ |
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,357 | $6M | -14,824 | -32.8% | 10Q | SEC ↗ |
| 39 | CITADEL ADVISORS LLC | 27,251 | $5M | -8,818 | -24.4% | 2Q | SEC ↗ |
| 40 | ROYAL BANK OF CANADA | 24,558 | $5M | -8,108 | -24.8% | 67Q | SEC ↗ |
| 41 | Regal Investment Advisors LLC | 21,112 | $4M | -552 | -2.5% | 46Q | SEC ↗ |
| 42 | Noble Family Wealth, LLC | 20,998 | $4M | — | +0.0% | 14Q | SEC ↗ |
| 43 | KENNEDY CAPITAL MANAGEMENT LLC | 20,675 | $4M | +16,138 | +355.7% | 2Q | SEC ↗ |
| 44 | OSAIC HOLDINGS, INC. | 20,630 | $4M | +1,058 | +5.4% | 26Q | SEC ↗ |
| 45 | Institute for Wealth Management, LLC. | 20,048 | $4M | — | +0.0% | 22Q | SEC ↗ |
| 46 | STEPHENS INC /AR | 18,938 | $4M | -100 | -0.5% | 16Q | SEC ↗ |
| 47 | CAMELOT TECHNOLOGY ADVISORS, INC. | 18,894 | $4M | +124 | +0.7% | 11Q | SEC ↗ |
| 48 | JONES FINANCIAL COMPANIES LLLP | 18,632 | $3M | +5,928 | +46.7% | 9Q | SEC ↗ |
| 49 | Texas Yale Capital Corp. | 18,117 | $3M | +218 | +1.2% | 33Q | SEC ↗ |
| 50 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18,041 | $3M | -177 | -1.0% | 18Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Evanson Financial, LLC | 14,272 | $3M |
| EMC Capital Management | 11,741 | $2M |
| LVZ, Inc. | 7,694 | $1M |
| CAPSTONE INVESTMENT ADVISORS, LLC | 6,301 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 5,484 | $1M |
| Marex Group Ltd | 4,054 | $757K |
| TRUSTMARK BANK TRUST DEPARTMENT | 2,935 | $548K |
| Global Retirement Partners, LLC | 1,970 | $368K |
| NORTHERN TRUST CORP | 1,801 | $336K |
| BARCLAYS PLC | 1,632 | $305K |
| Silver Grove Financial Group, Inc. | 1,437 | $268K |
| Wealthcare Advisory Partners LLC | 1,293 | $241K |
| Sigma Planning Corp | 1,283 | $240K |
| Private Advisor Group, LLC | 1,234 | $230K |
| TCV Trust & Wealth Management, Inc. | 1,232 | $230K |
| Cascade Financial Partners, LLC | 1,198 | $224K |
| Tassel Capital Management, Inc. | 1,196 | $223K |
| M&T Bank Corp | 1,179 | $220K |
| Claro Advisors Inc. | 1,173 | $219K |
| Index Fund Advisors, Inc. | 1,157 | $216K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Heck Capital Advisors, LLC | 31,743 | $6M |
| RICE HALL JAMES & ASSOCIATES, LLC | 28,750 | $5M |
| JANE STREET GROUP, LLC | 21,573 | $4M |
| CAPSTONE WEALTH MANAGEMENT GROUP, L | 14,930 | $3M |
| Optivise Advisory Services LLC | 9,027 | $2M |
| Concurrent Investment Advisors, LLC | 6,231 | $1M |
| B. Riley Wealth Advisors, Inc. | 4,926 | $920K |
| HRT FINANCIAL LP | 4,601 | $859K |
| Mutual Advisors, LLC | 4,414 | $824K |
| Atria Investments, Inc | 4,392 | $820K |
| Goldstone Financial Group, LLC | 4,276 | $798K |
| Clear Creek Financial Management, L | 4,272 | $797K |
| Keystone Wealth Services, LLC | 4,256 | $795K |
| GTS SECURITIES LLC | 4,140 | $773K |
| Fulcrum Equity Management | 3,226 | $602K |
| Focus Partners Advisor Solutions, L | 3,015 | $563K |
| Pacific Ridge Capital Partners, LLC | 2,850 | $532K |
| Ocean Park Asset Management, LLC | 2,837 | $530K |
| Equitable Holdings, Inc. | 2,553 | $477K |
| TIAA TRUST, NATIONAL ASSOCIATION | 2,347 | $438K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ASSETMARK, INC | +63,925 | +98346.2% | 63,990 |
| TABR Capital Management, LLC | +34,634 | +141.6% | 59,092 |
| Merit Financial Group, LLC | +30,191 | +70.1% | 73,262 |
| BANK OF AMERICA CORP /DE | +25,217 | +10.7% | 260,405 |
| WHITTIER TRUST CO | +23,903 | +7.4% | 347,840 |
| KENNEDY CAPITAL MANAGEMENT LLC | +16,138 | +355.7% | 20,675 |
| WELLS FARGO & COMPANY/MN | +16,036 | +13.2% | 137,513 |
| WHITTIER TRUST CO OF NEVADA INC | +12,754 | +7.7% | 177,475 |
| MORGAN STANLEY | +9,181 | +7.5% | 132,390 |
| JOHNSON INVESTMENT COUNSEL INC | +7,499 | +28.3% | 33,968 |
| Piedmont Capital Management, LLC | +6,913 | +28.9% | 30,801 |
| JONES FINANCIAL COMPANIES LLLP | +5,928 | +46.7% | 18,632 |
| Forefront Wealth Partners, LLC | +4,814 | +100.9% | 9,583 |
| BASSO CAPITAL MANAGEMENT, L.P. | +3,972 | +288.9% | 5,347 |
| NVWM, LLC | +3,911 | +281.6% | 5,300 |
| CONNORS INVESTOR SERVICES INC | +2,805 | +35.2% | 10,780 |
| Allworth Financial LP | +2,714 | +58.0% | 7,391 |
| RAYMOND JAMES FINANCIAL INC | +2,553 | +6.1% | 44,591 |
| PARK AVENUE SECURITIES LLC | +2,283 | +4.6% | 51,702 |
| XML Financial, LLC | +1,910 | +103.9% | 3,748 |