ETF Holders

Who owns IWC?

Other

iShares Micro-Cap ETF · iShares

273 institutions reported holding IWC, worth $902.8M, in Form 13F filings for June 30, 2026.

13F holders
273
Institutional value
$902.8M
Change from prior quarter
+22.2%
+$164.0M, with price moves
New and sold-out firms
40 / 30
70 added, 79 trimmed

Top 10 institutional holders of IWC

FirmLocationValueSharesChange
1832 Asset Management L.P.Toronto, Ontario, Canada$82.4M411,765−35,161 shares
Whittier Trust CoSouth Pasadena, CA$69.1M347,840+23,903 shares
Goldman Sachs Group Inc.New York, NY$62.6M312,964−6,045 shares
Bank of America Corp.Charlotte, NC$52.1M260,405+25,217 shares
Whittier Trust Co of Nevada Inc.Reno, NV$34.8M177,475+12,754 shares
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementSeattle, WA$28.2M140,737+73 shares
Wells Fargo & CompanySan Francisco, CA$27.5M137,513+16,036 shares
Morgan StanleyNew York, NY$26.5M132,390+9,181 shares
Cetera Investment AdvisersSchaumburg, IL$21.3M106,545−1,674 shares
Bank of MontrealToronto, Ontario, Canada$21.0M105,227−5,861 shares
263 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns IWC?

273 institutional managers reported holding IWC in Form 13F filings for June 30, 2026, worth $902.8M in total. The largest reported position was held by 1832 Asset Management L.P., at $82.4M.

Did institutions buy or sell IWC last quarter?

Reported 13F value rose 22.2% from March 31, 2026, which includes price moves as well as buying and selling. 40 firms reported a new position and 30 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is IWC ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.