IWC · iShares Micro-Cap ETF ETF
$196.62
+1.71 (+0.88%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $19,907,378
Total Shares: 99,517
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
69.3%
+12.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,677
Highly concentrated+592
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
0
Decreased
2
Sold Out
0
Unchanged
0
Holder count:
+2
Institutional value:
+4567.9%
Shares held:
+3624.4%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | −1,488 | 22 | |
| Small Cornerstone Financial Management LLC | −62 | 1,100 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 68,944 | $13,791,556 | |
| Mega CITADEL ADVISORS LLC | 29,451 | $5,891,378 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IWC | $13,791,556 | 69.28% | 68,944 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC IWC | $5,451,290 | 27.38% | 27,251 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IWC | $440,088 | 2.21% | 2,200 | Call | 2026-09-02 | |
| Small Cornerstone Financial Management LLC IWC | $220,044 | 1.11% | 1,100 | Shares | 2026-08-28 | |
| Small TUCKER ASSET MANAGEMENT LLC IWC | $4,400 | 0.02% | 22 | Shares | 2026-08-27 |