Stock ownership · SEC 13F · Q3 2025

ISHARES MICRO-CAP ETF

Who owns ISHARES MICRO-CAP ETF (CUSIP 464288869)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$1.2M
Reported value
4
Institutions
100%
Top-5 share

The verdict

As of Q3 2025, 4 institutions report $1.2M in ISHARES MICRO-CAP ETF positions, ownership that is dominated by its top few institutional owners.

4
institutions hold it
$1.2M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 464288869 · Q3 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $1.2M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 4 new
  • BOOK-MID 5Q history

Read with: Ownership concentration guide - ISHARES MICRO-CAP ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of ISHARES MICRO-CAP ETF
  1. 1
    Urban Financial Advisory Corp $583K
  2. 2
    JPMORGAN CHASE & CO $303K
  3. 3
    CIBC Private Wealth Group LLC $229K
  4. 4
    Asset Dedication, LLC $57K

Top 4 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a ISHARES MICRO-CAP ETF position has risen from 1 to 4 over the last 5 quarters of 13F filings.

012345 Q1'24Q3'24Q4'24Q1'25Q3'25 4
Distinct 13F filers holding ISHARES MICRO-CAP ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Urban Financial Advisory Corp 3,908 $583K 49.7%
2 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 2,033 $303K 25.9%
3 CIBC Private Wealth Group LLC 1,536 $229K 19.5%
4 Asset Dedication, LLC 382 $57K 4.9%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES MICRO-CAP ETF's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
74.1%
Shared-other discretion (OTR)
25.9%

Latest Quarter Activity · Q3 2025

New positions (4)

Urban Financial Advisory Corp $583K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $303K
CIBC Private Wealth Group LLC $229K
Asset Dedication, LLC $57K

Frequently Asked Questions

How many institutions hold ISHARES MICRO-CAP ETF?▼
ISHARES MICRO-CAP ETF is held by 4 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of ISHARES MICRO-CAP ETF?▼
Institutions report $1.2M of ISHARES MICRO-CAP ETF as of Q3 2025.
How concentrated is ownership of ISHARES MICRO-CAP ETF?▼
The top five institutional holders account for 100% of the reported institutional value in ISHARES MICRO-CAP ETF, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of ISHARES MICRO-CAP ETF?▼
Urban Financial Advisory Corp is the largest reported holder of ISHARES MICRO-CAP ETF with $583K across 3,908 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.