IWC institutional holders

iShares Microcap ETF · 283 reporting institutions · $889.6M reported value

Funds that can replace IWC · IWC return decomposition

Institutional holdings

Institutions reporting IWC, largest first
InstitutionReported positionAdvisors at firmReport period
1832 Asset Management LP$82.4M02026-06-30
Whittier Trust Co$69.1M02026-06-30
Goldman Sachs Group Inc$62.6M02026-06-30
Bank of America Corp /de$52.1M02026-06-30
Whittier Trust Co of Nevada Inc$34.8M02026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$28.2M02026-06-30
Wells Fargo & Company/mn$27.5M02026-06-30
Morgan Stanley$26.5M23,1852026-06-30
Cetera Investment Advisers$21.3M10,3702026-06-30
Bank of Montreal /can$21M02026-06-30
Chicago Partners Investment Group LLC$18.8M572026-06-30
Halbert Hargrove Global Advisors, LLC$16.5M432026-06-30
Wellington Management Group LLP$15.3M02026-06-30
Merit Financial Group, LLC$14.7M2952026-06-30
Corient Private Wealth LP$13.8M6742026-06-30
Assetmark, Inc$12.8M2202026-06-30
Tabr Capital Management, LLC$11.8M22026-06-30
Sachem Hill LLC$11.7M42026-06-30
Envestnet Pmc$11.6M602026-06-30
Lpl Financial LLC$11.6M23,4582026-06-30
Creative Planning$10.6M1,1712026-06-30
Yeomans Consulting Group, Inc.$10.5M02025-12-31
UBS Group AG$10M02026-06-30
Bakeravenue$9.8M352026-06-30
Arkansas Financial Group, Inc.$9.6M52026-06-30
Smith, Moore & Co.$9.4M452026-06-30
Frank, Rimerman Advisors LLC$9.4M32026-06-30
Raymond James Financial Inc$8.9M02026-06-30
Alesco Advisors, LLC, An Esl Company$7.8M142026-06-30
Dumont & Blake Investment Advisors LLC$7.7M32026-06-30
Jpmorgan Chase & Co$7.6M02026-06-30
Michelson Medical Research Foundation, Inc.$7.1M02026-06-30
Johnson Investment Counsel Inc$6.8M652026-06-30
Finley Financial, LLC$6.4M12026-06-30
Fil Ltd$6.3M02026-06-30
Piedmont Capital Management, LLC$6.2M32026-06-30
Susquehanna International Group, LLP$6.1M02026-06-30
Citadel Advisors LLC$5.5M02026-06-30
Royal Bank of Canada$4.9M02026-06-30
Regal Investment Advisors LLC$4.2M1172026-06-30
Noble Family Wealth, LLC$4.2M62026-06-30
Kennedy Capital Management LLC$4.1M172026-06-30
Osaic Holdings, Inc.$4.1M02026-06-30
Institute for Wealth Management, Llc.$4M132026-06-30
Stephens Inc /ar$3.8M2432026-06-30
Camelot Technology Advisors, Inc.$3.8M12026-06-30
Jones Financial Companies LLLP$3.6M02026-06-30
Yale Capital Corp.$3.6M52026-06-30
O'Shaughnessy Asset Management, LLC$3.6M582026-06-30
Weber Capital Management LLC /adv$3.6M12026-06-30
Kendall Capital Management$3.5M72026-06-30
Evanson Financial, LLC$2.9M42026-06-30
Indiana Trust & Investment Management Co$2.8M02026-06-30
Newedge Advisors$2.6M6012026-06-30
Hightower Advisors, LLC$2.6M1,0462026-06-30
M1 Capital Management LLC$2.6M62026-06-30
Efficient Advisors, LLC$2.6M02026-03-31
Genesis Financial Group, LLC$2.4M12026-06-30
Endowment Wealth Management, Inc.$2.3M132026-06-30
Rockbridge Investment Management, Lcc$2.3M02026-06-30
Evanson Asset Management, LLC$2.3M02026-03-31
Connors Investor Services Inc$2.2M102026-06-30
Ghp Investment Advisors Inc$2.1M272026-06-30
Woodward Financial Advisors, Inc.$2.1M62026-06-30
Certuity, LLC$2M242026-06-30
Level Financial Advisors$2M82026-06-30
Beacon Pointe Advisors, LLC$1.9M4662026-06-30
Forefront Wealth Partners, LLC$1.9M302026-06-30
James Investment Research Inc$1.9M82026-06-30
Focus Partners Wealth$1.8M1,0482026-06-30
Robinson Value Management, Ltd.$1.8M22026-06-30
Lido Advisors, LLC$1.8M3202026-06-30
Moisand Fitzgerald Tamayo, LLC$1.8M102026-06-30
Aqr Capital Management LLC$1.7M12026-06-30
Lvz, Inc.$1.5M162026-06-30
Physician Wealth Advisors, Inc.$1.5M92026-06-30
Quantinno Capital Management LP$1.5M02026-06-30
Allworth Financial, LP$1.5M3172026-06-30
Foundations Investment Advisors, LLC$1.4M3022026-06-30
Mariner, LLC$1.4M02026-06-30
Modera Wealth Management, LLC$1.3M1352026-06-30
Capstone Investment Advisors, LLC$1.3M12026-06-30
Commonwealth Equity Services, LLC$1.2M2,8632026-06-30
Kestra Advisory Services, LLC$1.2M1,4792026-06-30
Simplicity Wealth, LLC$1.2M02026-06-30
Integrated Wealth Concepts LLC$1.2M4802026-06-30
Captrust Financial Advisors$1.1M9622026-06-30
Jackson, Grant Investment Advisers, Inc.$1.1M42026-06-30
Renaissance Technologies LLC$1.1M02026-06-30
Fmr LLC$1.1M02026-06-30
Basso Capital Management, LP$1.1M22026-06-30
Nvwm, LLC$1.1M92026-06-30
Eclectic Associates Inc /adv$1.1M112026-06-30
Wescap Management Group, Inc.$1M62026-06-30
Centura Wealth Advisory$1M182026-06-30
Discipline Wealth Solutions, Inc.$1M192026-06-30
Vista Capital Partners, Inc.$998.8K232026-06-30
MML Investors Services, LLC$958.6K5,1202026-06-30
Wealth Enhancement Advisory Services, LLC$952.7K1,0262026-06-30
Capital Investment Advisors, LLC$940.1K592026-06-30
Acropolis Investment Management, LLC$897.2K372026-06-30
Ellis Investment Partners, LLC$896.3K182026-06-30
Legacy Financial Group LLC$826.2K82026-06-30
Brand Asset Management Group, Inc.$823.4K152026-06-30
Haven Private, LLC$814.6K62026-06-30
Marex Group Ltd$811K02026-06-30
Sfi Advisors, LLC$777.2K42026-06-30
Sentinel Wealth Management, Inc.$763.2K22026-06-30
Mercer Global Advisors Inc /adv$761.4K02026-06-30
Urban Financial Advisory Corp$760.7K32026-06-30
Peoples Bank/ks$750.2K02026-06-30
Xml Financial, LLC$749.7K282026-06-30
Founders Financial Securities LLC$677.7K1172026-06-30
Farther Finance Advisors, LLC$677.4K3342026-06-30
Keybank National Association/oh$675.5K02026-06-30
Doliver Advisors, LP$642.1K62026-06-30
Ntv Asset Management LLC$632.1K52026-06-30
Next Capital Management LLC$624.7K102026-06-30
Bailard, Inc.$624.3K402026-06-30
Sage Rhino Capital LLC$617.4K102026-06-30
Focus Financial$615.1K1212026-06-30
Ancora Advisors LLC$600.7K102026-06-30
First Western Trust Bank$589.5K02026-06-30
Archer Investment Management, LLC$589.3K32026-06-30
Trustmark Bank Trust Department$587.1K02026-06-30
Mullaney, Keating & Wright, Inc.$580.9K32026-06-30
Tortoise Investment Management, LLC$571.9K152026-06-30
Family Wealth Partners, LLC$567.4K02026-06-30
Legacy Advisors, LLC$533.5K192026-06-30
Cardiff Park Advisors, LLC$524.1K12026-06-30
Sanctuary Advisors, LLC$501.1K4012026-06-30
Garrison Point Advisors, LLC$500.1K52026-06-30
Beaird Harris Wealth Management, LLC$485.6K182026-06-30
Crusonia Wealth Advisors LLC$479.6K172026-06-30
TIAA-CREF Individual & Institutional Services, LLC$469.5K1,7212026-06-30
Robertson Stephens Wealth Management, LLC$460.3K722026-06-30
Blackrock, Inc.$458.4K02026-06-30
National Bank of Canada /fi$448.6K02026-06-30
Spire Wealth Management$422K32026-06-30
Compass Ion Advisors, LLC$414.2K172026-06-30
Burke & Herbert Bank & Trust Co$410.1K02026-06-30
Biltmore Family Office, LLC$402.3K162026-06-30
Global Retirement Partners LLC$394.2K4912026-06-30
Aspen Grove Capital, LLC$391.9K82026-06-30
Norden Group LLC$385.5K222026-06-30
Silvercrest Asset Management Group LLC$383.1K342026-06-30
Brown Advisory Inc$379.7K02026-06-30
Bank of New York Mellon Corp$374.5K02026-06-30
Joseph P. Lucia & Associates, LLC$373.1K32026-06-30
Harbour Investments, Inc.$367.1K2472026-06-30
Northern Trust Corp$360.3K02026-06-30
Perigon Wealth Management, LLC$358.5K922026-06-30
Comprehensive Money Management Services LLC$355.1K02026-06-30
Joel Isaacson & Co., LLC$354.5K152026-06-30
Stifel Financial Corp$347.8K02026-06-30
Wilson & Boucher Capital Management, LLC$345.1K22026-06-30
Crescent Grove Advisors, LLC$343.3K212026-06-30
Wealthspire Advisors, LLC$335K2372026-06-30
Forum Financial Management, LP$333.2K1162026-06-30
World Investment Advisors$331.2K3592026-06-30
Barclays PLC$326.5K02026-06-30
Northwestern Mutual Wealth Management Co$324.1K02026-06-30
Tilson Financial Group Inc$319.1K72026-06-30
CIBC Bancorp USA Inc.$307.4K02026-06-30
Cassaday & Co Wealth Management LLC$302.7K472026-06-30
Gradient Capital Advisors, LLC$302.1K52026-06-30
Portland Global Advisors LLC$294.1K112026-06-30
Eagle Global Advisors LLC$290.1K82026-06-30
Iht Wealth Management LLC$289.2K1592026-06-30
Silver Grove Financial Group, Inc.$287.5K172026-06-30
Summit Financial, LLC$276.8K2292026-06-30
William Allan Corp$275.4K72026-06-30
First Horizon Corp$269.1K02026-06-30
Corecap Advisors, LLC$262.6K1182026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$261.5K02026-06-30
American Money Management, LLC$260.1K112026-06-30
Wealthcare Advisory Partners LLC$258.7K1702026-06-30
Sigma Planning Corp$256.6K4742026-06-30
Kayne Anderson Rudnick Investment Management LLC$252.6K362026-06-30
Ballentine Capital Advisors, Inc$252.5K02026-06-30
Cerity Partners LLC$249.6K7772026-06-30
Moloney Securities Asset Management, LLC$247.4K02025-09-30
Private Advisor Group, LLC$246.9K9272026-06-30
Tcv Trust & Wealth Management, Inc.$246.4K02026-06-30
CIBC Private Wealth Group LLC$242.3K02025-12-31
Cascade Financial Partners, LLC$239.6K72026-06-30
Tassel Capital Management, Inc$239.2K42026-06-30
Berkeley, Inc$237.3K32026-06-30
M&T Bank Corp$235.8K02026-06-30
Claro Advisors Inc.$234.6K202026-06-30
Index Fund Advisors, Inc.$231.4K182026-06-30
Diversified Trust Co$224.2K02026-06-30
Cornerstone Financial Management LLC$220K42026-06-30
Arkadios Wealth Advisors$217.8K2262026-06-30
Powerhouse Assets LLC$214.5K32026-06-30
Blueshift Asset Management, LLC$213.6K02026-06-30
Koshinski Asset Management, Inc.$211.6K692026-06-30
Jmg Financial Group, Ltd.$210K482026-06-30
One Capital Management, LLC$207.4K642026-06-30
Bank Ozk$205.8K02026-06-30
Parkwoods Wealth Partners, LLC$205.5K312026-06-30
Meridian Wealth Management, LLC$202.4K582026-06-30
Keebeck Wealth Management$201K52026-06-30
Shaker Investments Llc/oh$200.4K02026-06-30
Naviter Wealth, LLC$200K162026-06-30
Goldstein Advisors, LLC$200K122026-06-30
Allspring Global Investments Holdings, LLC$188.2K02026-06-30
PNC Financial Services Group, Inc.$178.2K02026-06-30
Rockefeller Capital Management LP$168.4K3462026-06-30
Parallel Advisors, LLC$165K752026-06-30
Ep Wealth Advisors, LLC$151.2K3382026-06-30
Aptus Capital Advisors, LLC$146K212026-06-30
Geneos Wealth Management, Inc.$140.8K1932026-06-30
Horizon Kinetics Asset Management LLC$138K12026-06-30
Blair William & Co/il$136K3292026-06-30
Godsey & Gibb, Inc$135.2K142026-06-30
Ares Financial Consulting, LLC$133.7K42026-06-30
Russell Investments Group, Ltd.$131.7K02026-06-30
Mather Group, Llc.$127.8K1102026-06-30
Ifp Advisors, Inc$123.8K3182026-06-30
Copia Wealth Management$113.8K42026-06-30
Franklin Resources Inc$111K02026-06-30
Arax Advisory Partners$103.4K2322026-06-30
Colonial Trust Co / Sc$97.6K02026-06-30
Ameriflex Group, Inc.$97K2122026-06-30
Evermay Wealth Management LLC$81.2K232026-06-30
Comerica Bank$80.7K02025-12-31
Federation Des Caisses Desjardins Du Quebec$80K02026-06-30
Punch & Associates Investment Management, Inc.$79.6K172026-06-30
Asset Dedication, LLC$76K112026-06-30
Godfrey Financial Associates, Inc.$58K32026-06-30
Keating Financial Advisory Services, Inc.$58K252026-06-30
American National Bank & Trust$51.8K02026-06-30
Signaturefd, LLC$50.7K492026-06-30
Cwm, LLC$48.6K6672026-03-31
Synergy Investment Management, LLC$46.6K192026-06-30
Litman Gregory Wealth Management LLC$46.4K02025-12-31
International Assets Investment Management, LLC$46.1K1222026-06-30
Ae Wealth Management LLC$37.2K4712026-06-30
1015 Capital Partners, LLC$36K22026-06-30
Huntington National Bank$35.6K02026-06-30
Clearstead; Clearstead Advisory Solutions$34K642026-06-30
US Bancorp$34K02026-06-30
Harbor Investment Advisory, LLC$34K312026-06-30
Trust Co of Vermont$33.6K02026-06-30
Raffa Wealth Management, LLC$33.6K62026-06-30
Dunhill Financial, LLC$30K122026-06-30
Bartlett & Co. Wealth Management LLC$28.6K322026-06-30
Capital Investment Advisory Services, LLC$27.2K1032026-06-30
Fiduciary Financial Advisors$21.2K512026-06-30

The 250 largest of 283 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30