We are live on ! Find out more
IWC icon

iShares Micro-Cap ETF
IWC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFM
1
MD Financial Management
Ontario, Canada
$68.4M +$67.7M +714,357 New
Bank of America
2
Bank of America
North Carolina
$37.5M +$283K +2,982 +0.8%
Wells Fargo
3
Wells Fargo
California
$34.1M -$217K -2,285 -0.6%
EA
4
Efficient Advisors
Ohio
$19.2M -$205K -2,166 -1%
Morgan Stanley
5
Morgan Stanley
New York
$15M -$2.81M -29,680 -16%
OCM
6
One Capital Management
California
$14.7M -$393K -4,148 -3%
RC
7
RegentAtlantic Capital
New Jersey
$13.1M -$229K -2,412 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$12.2M +$10.7M +112,394 +755%
AA
9
Alesco Advisors
New York
$11.7M -$146K -1,543 -1%
DY
10
Dowling & Yahnke
California
$10.7M -$233K -2,456 -2%
BFPW
11
BOK Financial Private Wealth
Colorado
$10.4M -$163K -1,723 -2%
MBT
12
Monroe Bank & Trust
Michigan
$9.99M +$54.7K +577 +0.6%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$9.58M -$115K -1,213 -1%
Creative Planning
14
Creative Planning
Kansas
$9.03M -$209K -2,202 -2%
GPW
15
GFS Private Wealth
Florida
$7.52M +$7.45M +78,593 New
SAM
16
Silvercrest Asset Management
New York
$7.46M – – –
BAAM
17
Baker Avenue Asset Management
California
$7.04M +$6.61M +69,736 +1,845%
JP Morgan Chase
18
JP Morgan Chase
New York
$6.68M +$6.57M +69,315 +15,036%
MFP
19
Mosaic Financial Partners
California
$5.84M +$1.75M +18,476 +566%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$5.84M -$111K -1,172 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$5.75M -$377K -3,979 -6%
UBS Group
22
UBS Group
Switzerland
$5.37M -$3.41K -36 -0.1%
Charles Schwab
23
Charles Schwab
California
$5.3M – – –
WMG
24
WESCAP Management Group
California
$4.73M +$326K +3,443 +7%
CIM
25
Cambria Investment Management
California
$4.48M +$409K +4,320 +10%
1
2 3 4 5