IWC · Insider trading · 13F holders · Congress trades
Ishares Tr Micro-Cap ETF (IWC)
Who is buying and selling IWC: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 40
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IWC at a glance
- No open-market insider purchases or sales of IWC were filed in the last 90 days.
- 40 13F filers hold IWC among their 50 largest positions, worth $287.8M combined. The biggest bets by portfolio weight are Michelson Medical Research Foundation, Inc. (6.5%), TABR Capital Management, LLC (5.6%) and Weber Capital Management LLC /adv (4.7%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
- No member of Congress has disclosed a trade in IWC.
IWC insider trading
No open-market insider purchases or sales of IWC were filed in the last 90 days.
Who owns IWC? Hedge funds and superinvestors
40 13F filers hold IWC among their 50 largest positions, worth $287.8M combined. The biggest bets by portfolio weight are Michelson Medical Research Foundation, Inc. (6.5%), TABR Capital Management, LLC (5.6%) and Weber Capital Management LLC /adv (4.7%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Whittier Trust CoBank & trust | 0.7% | $69.1M | 347,840 | +7.4% shares | Q2 2026 |
| Whittier Trust Co of Nevada IncBank & trust | 0.7% | $34.8M | 177,475 | +7.7% shares | Q2 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementWealth manager | 0.3% | $25.4M | 137,397 | -2.4% shares | Q3 2026 |
| Halbert Hargrove Global Advisors, LLCWealth manager | 0.6% | $14.8M | 79,859 | -3.0% shares | Q3 2026 |
| Sentinel Trust Co LbaBank & trust | 1.0% | $10.9M | 54,480 | -20.0% shares | Q2 2026 |
| Sachem Hill LLCWealth manager | 1.9% | $10.6M | 57,197 | -2.2% shares | Q3 2026 |
| Smith, Moore & Co.Wealth manager | 0.6% | $9.4M | 47,010 | -1.2% shares | Q2 2026 |
| Arkansas Financial Group, Inc.Wealth manager | 1.2% | $8.7M | 47,013 | -2.0% shares | Q3 2026 |
| Frank, Rimerman Advisors LLCWealth manager | 0.5% | $8.6M | 46,321 | -1.5% shares | Q3 2026 |
| Alesco Advisors, LLC, An ESL CoInstitutional asset manager | 0.2% | $7.8M | 39,139 | -6.4% shares | Q2 2026 |
| TABR Capital Management, LLCWealth manager | 5.6% | $7.6M | 41,001 | -30.6% shares | Q3 2026 |
| Dumont & Blake Investment Advisors LLCWealth manager | 1.8% | $7.1M | 38,558 | -0.2% shares | Q3 2026 |
| Michelson Medical Research Foundation, Inc.Endowment & foundation | 6.5% | $7.1M | 35,385 | +0.0% shares | Q2 2026 |
| Norden Group LLCWealth manager | 0.5% | $6.9M | 37,544 | — | Q3 2026 |
| Piedmont Capital Management, LLCWealth manager | 3.1% | $6.2M | 30,801 | +28.9% shares | Q2 2026 |
| Finley Financial, LLCWealth manager | 2.4% | $5.9M | 31,800 | -1.2% shares | Q3 2026 |
| Weber Capital Management LLC /advHedge fund | 4.7% | $5.2M | 28,078 | +56.1% shares | Q3 2026 |
| Noble Family Wealth, LLCWealth manager | 0.7% | $3.9M | 20,998 | +0.0% shares | Q3 2026 |
| Camelot Technology Advisors, Inc.Wealth manager | 2.5% | $3.6M | 19,673 | +4.1% shares | Q3 2026 |
| Kendall Capital ManagementWealth manager | 0.5% | $3.1M | 16,863 | -2.3% shares | Q3 2026 |
| M1 Capital Management LLCWealth manager | 1.0% | $2.6M | 12,909 | -11.3% shares | Q2 2026 |
| Indiana Trust & Investment Management CoAsset manager | 0.7% | $2.6M | 13,830 | +0.0% shares | Q3 2026 |
| Efficient Advisors, LLCInvestment manager | 0.2% | $2.6M | 16,006 | -8.4% shares | Q1 2026 |
| Genesis Financial Group, LLCWealth manager | 1.6% | $2.4M | 12,050 | +6.6% shares | Q2 2026 |
| EMC Capital ManagementWealth manager | 0.9% | $2.3M | 11,741 | +0.0% shares | Q2 2026 |
| Endowment Wealth Management, Inc.Wealth manager | 0.9% | $2.3M | 11,587 | +4.8% shares | Q2 2026 |
| Rockbridge Investment Management, LCCAsset manager | 0.2% | $2.3M | 11,547 | -8.9% shares | Q2 2026 |
| Forefront Wealth Partners, LLCWealth manager | 0.6% | $1.9M | 9,583 | — | Q2 2026 |
| Woodward Financial Advisors, Inc.Wealth manager | 0.7% | $1.9M | 10,157 | -1.7% shares | Q3 2026 |
| Level Financial AdvisorsWealth manager | 0.4% | $1.8M | 9,566 | -2.1% shares | Q3 2026 |
The 30 largest of 40 positions, by value. Each manager counts with its latest 13F (Q3 2026: 22, Q2 2026: 17, Q1 2026: 1). Screen IWC in the grand portfolio →
IWC stock trades by members of Congress
No member of Congress has disclosed a trade in IWC.
IWC questions and answers
Are insiders buying IWC stock?
No open-market insider purchases or sales of IWC were filed in the last 90 days.
Which hedge funds own IWC?
40 13F filers hold IWC among their 50 largest positions, worth $287.8M combined. The biggest bets by portfolio weight are Michelson Medical Research Foundation, Inc. (6.5%), TABR Capital Management, LLC (5.6%) and Weber Capital Management LLC /adv (4.7%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
Has Congress traded IWC?
No member of Congress has disclosed a trade in IWC.
Who is the largest holder of IWC?
Among 13F filers, Whittier Trust Co reports the largest IWC position, $69.1M (347,840 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Michelson Medical Research Foundation, Inc.'s: 6.5% of its portfolio.
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