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
$85.7M +$13.7M +134,569 +20%
Bank of America
2
Bank of America
North Carolina
$41.9M +$1.18M +11,560 +3%
Wells Fargo
3
Wells Fargo
California
$33.4M -$227K -2,219 -0.7%
EA
4
Efficient Advisors
Ohio
$19.9M -$1.18M -11,536 -6%
Morgan Stanley
5
Morgan Stanley
New York
$19.5M +$5.23M +51,205 +38%
OCM
6
One Capital Management
California
$16.5M +$153K +1,494 +1%
AA
7
Alesco Advisors
New York
$12.2M +$73K +715 +0.6%
DY
8
Dowling & Yahnke
California
$11.6M -$338K -3,312 -3%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$11.1M +$653K +6,394 +6%
MBT
10
Monroe Bank & Trust
Michigan
$10.7M -$88.2K -863 -0.8%
Creative Planning
11
Creative Planning
Kansas
$9.99M +$12K +117 +0.1%
BAAM
12
Baker Avenue Asset Management
California
$9.51M +$287K +2,805 +3%
BFPW
13
BOK Financial Private Wealth
Colorado
$9.12M -$2.06M -20,165 -19%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$8.87M +$8.58M +84,000 New
JP Morgan Chase
15
JP Morgan Chase
New York
$8.49M +$37.8K +370 +0.5%
PSUF
16
People's United Financial
Connecticut
$7.87M +$58.6K +574 New
UBS Group
17
UBS Group
Switzerland
$7.33M +$1.28M +12,544 +22%
MWM
18
Merriman Wealth Management
Washington
$7.2M +$71.3K +698 +1%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$6.92M +$222K +2,176 +3%
CIM
20
Cambria Investment Management
California
$6.46M +$662K +6,478 +12%
SAM
21
Silvercrest Asset Management
New York
$6.14M -$474K -4,635 -7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.98M +$1.7M +16,621 +42%
CA
23
Cumberland Advisors
Florida
$5.8M +$2.16M +21,190 +63%
Charles Schwab
24
Charles Schwab
California
$5.62M -$218K -2,137 -4%
WMG
25
WESCAP Management Group
California
$5.49M +$86.2K +844 +2%
1
2 3 4 5