Vault-13

ISHARES TR IWP

RUS MD CP GR ETF · ETP · CUSIP 464287481

1,183 institutional holders -54 vs Q4 2025
112,312,966112.3m shares reported held*
$14.3bnreported value*
58 new 383 added 376 reduced 99 sold out net sold ≈ $705.2m (-5.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($13.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $127.64. Options: 4 managers hold calls ($11.5m notional), 5 hold puts ($5.5m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 815Q4 22: 890Q1 23: 886Q2 23: 921Q3 23: 927Q4 23: 1,019Q1 24: 1,042Q2 24: 1,023Q3 24: 1,026Q4 24: 1,140Q1 25: 1,092Q2 25: 1,169Q3 25: 1,166Q4 25: 1,237Q1 26: 1,1831,183Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022815
Q4 2022890
Q1 2023886
Q2 2023921
Q3 2023927
Q4 20231,019
Q1 20241,042
Q2 20241,023
Q3 20241,026
Q4 20241,140
Q1 20251,092
Q2 20251,169
Q3 20251,166
Q4 20251,237
Q1 20261,183

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q2 24: 371 bought or addedQ2 24: 418 cut or sold outQ3 24: 392 bought or addedQ3 24: 389 cut or sold outQ3 24Q4 24: 430 bought or addedQ4 24: 363 cut or sold outQ1 25: 391 bought or addedQ1 25: 473 cut or sold outQ1 25Q2 25: 458 bought or addedQ2 25: 423 cut or sold outQ3 25: 419 bought or addedQ3 25: 429 cut or sold outQ3 25Q4 25: 483 bought or addedQ4 25: 402 cut or sold outQ1 26: 441 bought or addedQ1 26: 475 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024371418
Q3 2024392389
Q4 2024430363
Q1 2025391473
Q2 2025458423
Q3 2025419429
Q4 2025483402
Q1 2026441475

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60mQ2 25 calls: $27.2mQ2 25 puts: $47.1mQ2 25P/C 1.73Q3 25 calls: $23.8mQ3 25 puts: $38.1mQ3 25P/C 1.60Q4 25 calls: $16.6mQ4 25 puts: $7.7mQ4 25P/C 0.46Q1 26 calls: $11.5mQ1 26 puts: $5.5mQ1 26P/C 0.47
Numbers
QuarterCallsPutsP/C
Q2 2025$27.2m$47.1m1.73
Q3 2025$23.8m$38.1m1.60
Q4 2025$16.6m$7.7m0.46
Q1 2026$11.5m$5.5m0.47

Biggest buyers

MORGAN STANLEY Added +502,141+502.1k
UBS Group AG Added +383,464+383.5k
FIFTH THIRD BANCORP Added +309,058+309.1k
Mesirow Financial Investment Management, Inc. Added +189,035+189.0k
NATIXIS ADVISORS, LLC Added +136,748+136.7k
First Command Advisory Services, Inc. Added +111,821+111.8k
VANTAGEPOINT INVESTMENT ADVISERS LLC Added +110,889+110.9k
Summit Trail Advisors, LLC Added +69,832+69.8k
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Added +69,820+69.8k
American Family Investments, Inc. Added +58,816+58.8k

Biggest sellers

TIAA TRUST, NATIONAL ASSOCIATION Reduced -2,212,407-2.2m
JONES FINANCIAL COMPANIES LLLP Reduced -1,880,400-1.9m
GLOBALT Investments LLC / GA Reduced -333,749-333.7k
Align Financial, LLC Reduced -278,677-278.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -235,265-235.3k
Envestnet Portfolio Solutions, Inc. Reduced -233,495-233.5k
FIRST CITIZENS BANK & TRUST CO Reduced -211,541-211.5k
GenWealth Group, Inc. Sold out -202,807-202.8k
United Capital Management of KS, Inc. Reduced -202,082-202.1k
Corient Private Wealth LP Reduced -195,888-195.9k

Biggest calls

Point72 Asset Management, L.P. Added $4.8m37.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $3.4m26.5k shares
JANE STREET GROUP, LLC Reduced $1.9m15.1k shares
CITADEL ADVISORS LLC Reduced $1.4m10.7k shares

Biggest puts

Point72 Asset Management, L.P. Reduced $3.0m23.8k shares
CITADEL ADVISORS LLC Added $743.1k5.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $653.4k5.1k shares
JANE STREET GROUP, LLC Added $640.6k5.0k shares
WELLS FARGO & COMPANY/MN New $371.5k2.9k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.15% of their portfolio NEW YORK, NY 19,905,43119.9m $2.6bn $2.6bn 0.15% Added +502.1k +502,141
2 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 7,100,6107.1m $909.7m $909.7m 0.07% Added +8.5k +8,461
3 ENVESTNET ASSET MANAGEMENT INC 0.20% of their portfolio Berwyn, PA 5,772,5325.8m $739.6m $739.6m 0.20% Reduced -235.3k -235,265
4 WELLS FARGO & COMPANY/MN 0.13% of their portfolio SAN FRANCISCO, CA 5,135,5955.1m $658.0m $658.0m 0.13% Reduced -163.6k -163,604
5 First Command Advisory Services, Inc. 3.41% of their portfolio FORT WORTH, TX 3,951,3024.0m $506.2m $506.2m 3.41% Added +111.8k +111,821
6 JONES FINANCIAL COMPANIES LLLP 0.17% of their portfolio DES PERES, MO 2,851,5832.9m $356.4m $356.4m 0.17% Reduced -1.9m -1,880,400
7 UBS Group AG 0.06% of their portfolio ZURICH, V8 2,751,3842.8m $352.5m $352.5m 0.06% Added +383.5k +383,464
8 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 2,644,3512.6m $338.8m $338.8m 0.09% Added +27.9k +27,857
9 AMERIPRISE FINANCIAL INC 0.08% of their portfolio MINNEAPOLIS, MN 2,602,2592.6m $332.8m $332.8m 0.08% Reduced -181.7k -181,713
10 PNC Financial Services Group, Inc. 0.18% of their portfolio Pittsburgh, PA 2,434,2002.4m $311.9m $311.9m 0.18% Reduced -23.5k -23,473
11 COMMONWEALTH EQUITY SERVICES, LLC 0.40% of their portfolio WALTHAM, MA 2,253,5742.3m $288.7m $288.7m 0.40% Reduced -46.7k -46,664
12 Cassaday & Co Wealth Management LLC 5.96% of their portfolio MCLEAN, VA 2,184,7342.2m $279.9m $279.9m 5.96% Added +41.7k +41,659
13 VANTAGEPOINT INVESTMENT ADVISERS LLC 2.28% of their portfolio WASHINGTON, DC 2,103,9842.1m $269.6m $269.6m 2.28% Added +110.9k +110,889
14 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.97% of their portfolio CHARLOTTE, NC 1,974,4582.0m $253.0m $253.0m 0.97% First filing
15 Envestnet Portfolio Solutions, Inc. 1.17% of their portfolio BERWYN, PA 1,647,5891.6m $211.1m $211.1m 1.17% Reduced -233.5k -233,495
16 COMMERCE BANK 1.00% of their portfolio KANSAS CITY, MO 1,617,8981.6m $207.3m $207.3m 1.00% Reduced -42.5k -42,519
17 US BANCORP \DE\ 0.25% of their portfolio MINNEAPOLIS, MN 1,582,8991.6m $202.8m $202.8m 0.25% Reduced -1.5k -1,479
18 FIRST CITIZENS BANK & TRUST CO 4.14% of their portfolio RALEIGH, NC 1,534,0931.5m $196.5m $196.5m 4.14% Reduced -211.5k -211,541
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.11% of their portfolio MILWAUKEE, WI 1,415,5561.4m $181.4m $181.4m 0.11% Added +10.6k +10,636
20 Cullen/Frost Bankers, Inc. 1.85% of their portfolio San Antonio, TX 1,273,8781.3m $163.2m $163.2m 1.85% Reduced -166.0k -165,968
21 FMR LLC 0.01% of their portfolio BOSTON, MA 1,176,5361.2m $150.7m $150.7m 0.01% Reduced -2.7k -2,725
22 OSAIC HOLDINGS, INC. 0.22% of their portfolio SCOTTSDALE, AZ 1,171,4501.2m $150.1m $150.1m 0.22% Reduced -17.7k -17,725
23 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 1,037,3651.0m $132.5m $132.5m 0.04% Added +21.9k +21,872
24 Financial Advisory Corp 13.94% of their portfolio Grand Rapids, MI 783,005783.0k $100.3m $100.3m 13.94% Added +30.4k +30,400
25 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 755,617755.6k $96.8m $96.8m 0.02% Reduced -122.1k -122,078
26 Cetera Investment Advisers 0.09% of their portfolio SCHAUMBURG, IL 690,014690.0k $88.4m $88.4m 0.09% Reduced -27.4k -27,400
27 Mariner, LLC 0.10% of their portfolio Overland Park, KS 674,595674.6k $86.4m $86.4m 0.10% Added +8.5k +8,514
28 Focus Partners Wealth 0.09% of their portfolio ST LOUIS, MO 657,827657.8k $84.3m $84.3m 0.09% Added +5.7k +5,668
29 TRUIST FINANCIAL CORP 0.11% of their portfolio CHARLOTTE, NC 637,930637.9k $81.7m $81.7m 0.11% Reduced -54.9k -54,854
30 CIBC Bancorp USA Inc. 0.11% of their portfolio CHICAGO, IL 632,091632.1k $81.0m $81.0m 0.11% First filing
31 American Family Investments, Inc. 2.09% of their portfolio MADISON, WI 620,523620.5k $79.5m $79.5m 2.09% Added +58.8k +58,816
32 Pacific Life Fund Advisors LLC 8.93% of their portfolio NEWPORT BEACH, CA 606,847606.8k $77.7m $77.7m 8.93% Reduced -45.6k -45,632
33 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 606,784606.8k $75.0m $75.0m 0.01% Reduced -11.4k -11,446
34 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 555,162555.2k $3.0m $3.0m 0.02% Added +15.1k +15,119
35 STEPHENS GROUP ASSET MANAGEMENT, LLC 4.50% of their portfolio LITTLE ROCK, AR 550,990551.0k $70.6m $70.6m 4.50% Added +12.4k +12,394
36 STEPHENS INC /AR/ 0.84% of their portfolio LITTLE ROCK, AR 523,361523.4k $67.1m $67.1m 0.84% Reduced -26.5k -26,503
37 FIFTH THIRD BANCORP 0.12% of their portfolio CINCINNATI, OH 511,007511.0k $65.5m $65.5m 0.12% Added +309.1k +309,058
38 ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4.17% of their portfolio SALT LAKE CITY, UT 504,731504.7k $64.7m $64.7m 4.17% Added +3.3k +3,296
39 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 439,554439.6k $56.3m $56.3m 0.01% Added +44.1k +44,071
40 Rodgers & Associates, LTD 5.62% of their portfolio Lancaster, PA 431,031431.0k $55.2m $55.2m 5.62% Added +19.3k +19,255
41 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 423,386423.4k $54.2m $54.2m 0.04% Added +2.6k +2,625
42 JOHNSON INVESTMENT COUNSEL INC 0.42% of their portfolio Cincinnati, OH 403,230403.2k $51.7m $51.7m 0.42% Reduced -43 -43
43 NATIXIS ADVISORS, LLC 0.06% of their portfolio Boston, MA 346,143346.1k $44.3m $44.3m 0.06% Added +136.7k +136,748
44 Wescott Financial Advisory Group, LLC 3.80% of their portfolio Philadelphia, PA 337,918337.9k $43.3m $43.3m 3.80% Added +476 +476
45 AMG National Trust Bank 0.94% of their portfolio GREENWOOD VILLAGE, CO 337,497337.5k $43.2m $43.2m 0.94% Added +15.2k +15,206
46 Truepoint, Inc. 0.96% of their portfolio CINCINNATI, OH 336,317336.3k $43.1m $43.1m 0.96% Added +51.1k +51,105
47 CONGRESS ASSET MANAGEMENT CO 0.29% of their portfolio BOSTON, MA 311,168311.2k $39.9m $39.9m 0.29% Reduced -147.4k -147,412
48 Krilogy Financial LLC 1.33% of their portfolio ST. LOUIS, MO 306,523306.5k $41.4m $41.4m 1.33% Added +24.3k +24,345
49 M&T Bank Corp 0.13% of their portfolio BUFFALO, NY 305,456305.5k $39.1m $39.1m 0.13% Added +828 +828
50 BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio PARIS, I0 299,260299.3k $38.3m $38.3m 0.03% Reduced -51.0k -51,040
51 Mesirow Financial Investment Management, Inc. 0.58% of their portfolio CHICAGO, IL 278,458278.5k $35.7m $35.7m 0.58% Added +189.0k +189,035
52 Cedar Mountain Advisors, LLC 6.85% of their portfolio LAKE OSWEGO, OR 273,302273.3k $35.0m $35.0m 6.85% Reduced -216 -216
53 BANK OF HAWAII 1.75% of their portfolio HONOLULU, HI 261,375261.4k $33.5m $33.5m 1.75% Added +7.6k +7,589
54 MONETA GROUP INVESTMENT ADVISORS LLC 0.25% of their portfolio ST LOUIS, MO 256,552256.6k $32.9m $32.9m 0.25% Added +13.0k +12,953
55 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 256,312256.3k $32.8m $32.8m 0.08% Added +3.6k +3,620
56 Pinnacle Financial Partners, Inc. 0.25% of their portfolio ATLANTA, GA 253,663253.7k $32.5m $32.5m 0.25% Reduced -10.0k -9,975
57 Badgley Phelps Wealth Managers, LLC 0.63% of their portfolio SEATTLE, WA 247,050247.1k $31.7m $31.7m 0.63% Added +6.7k +6,731
58 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 244,939244.9k $31.4m $31.4m 0.05% Reduced -90.0k -90,014
59 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 242,677242.7k $31.1m $31.1m 0.03% Added +7.4k +7,351
60 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.09% of their portfolio LOS ANGELES, CA 239,290239.3k $30.6m $30.6m 0.09% Added +69.8k +69,820
61 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 228,667228.7k $29.3m $29.3m 0.05% Added +877 +877
62 BOKF, NA 0.44% of their portfolio TULSA, OK 225,584225.6k $28.9m $28.9m 0.44% Added +41.1k +41,108
63 HANTZ FINANCIAL SERVICES, INC. 0.43% of their portfolio SOUTHFIELD, MI 220,082220.1k $28.2m $28.2m 0.43% Added +18.5k +18,480
64 Orion Porfolio Solutions, LLC 0.23% of their portfolio OMAHA, NE 209,725209.7k $26.9m $26.9m 0.23% Reduced -20.9k -20,913
65 OPPENHEIMER & CO INC 0.31% of their portfolio NEW YORK, NY 200,417200.4k $25.7m $25.7m 0.31% Reduced -4.1k -4,092
66 Kestra Advisory Services, LLC 0.10% of their portfolio AUSTIN, TX 197,442197.4k $25.3m $25.3m 0.10% Added +8.2k +8,181
67 RTD Financial Advisors, Inc. 3.05% of their portfolio Philadelphia, PA 193,789193.8k $24.8m $24.8m 3.05% Reduced -11.0k -11,013
68 BROWN ADVISORY INC 0.04% of their portfolio BALTIMORE, MD 193,774193.8k $24.8m $24.8m 0.04% Added +32.0k +31,957
69 Lido Advisors, LLC 0.10% of their portfolio Los Angeles, CA 193,236193.2k $24.8m $24.8m 0.10% Reduced -11.1k -11,055
70 EP Wealth Advisors, LLC 0.12% of their portfolio TORRANCE, CA 192,073192.1k $24.6m $24.6m 0.12% Added +2.3k +2,331
71 Steward Partners Investment Advisory, LLC 0.12% of their portfolio STAMFORD, CT 190,796190.8k $24.4m $24.4m 0.12% Added +15.5k +15,482
72 Parkway Wealth Management Group, LLC 3.06% of their portfolio Plano, TX 184,131184.1k $24.2m $24.2m 3.06% Added +22.2k +22,151
73 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 177,481177.5k $22.7m $22.7m 0.01% Reduced -14.7k -14,726
74 SVB WEALTH LLC 1.50% of their portfolio BOSTON, MA 177,337177.3k $22.7m $22.7m 1.50% Reduced -8.6k -8,631
75 Accredited Investors Inc. 1.22% of their portfolio EDINA, MN 176,108176.1k $22.6m $22.6m 1.22% Reduced -10.9k -10,931
76 Integrated Investment Consultants, LLC 4.77% of their portfolio BLOOMFIELD HILLS, MI 175,231175.2k $22.5m $22.5m 4.77% Reduced -5.5k -5,468
77 Washington Trust Bank 1.65% of their portfolio Spokane, WA 175,040175.0k $22.4m $22.4m 1.65% Added +9.4k +9,393
78 Waverly Advisors, LLC 0.17% of their portfolio BIRMINGHAM, AL 173,669173.7k $22.3m $22.3m 0.17% Reduced -2.4k -2,396
79 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 173,483173.5k $22.2m $22.2m 0.01% Reduced -164.1k -164,087
80 KEYBANK NATIONAL ASSOCIATION/OH 0.08% of their portfolio BROOKLYN, OH 172,144172.1k $22.1m $22.1m 0.08% Added +511 +511
81 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 162,480162.5k $20.8m $20.8m 0.02% Added +329 +329
82 MAI Capital Management 0.12% of their portfolio INDEPENDENCE, OH 162,277162.3k $20.8m $20.8m 0.12% Reduced -25.6k -25,595
83 Midwest Trust Co 0.25% of their portfolio Overland Park, KS 159,564159.6k $20.4m $20.4m 0.25% Added +4.3k +4,297
84 KESTRA PRIVATE WEALTH SERVICES, LLC 0.25% of their portfolio AUSTIN, TX 157,268157.3k $20.1m $20.1m 0.25% Added +9.4k +9,429
85 TIAA TRUST, NATIONAL ASSOCIATION 1.22% of their portfolio CHARLOTTE, NC 156,876156.9k $20.1m $20.1m 1.22% Reduced -2.2m -2,212,407
86 Falcon Wealth Planning 1.28% of their portfolio Ontario, CA 146,291146.3k $18.7m $18.7m 1.28% Added +17.8k +17,762
87 Whitaker-Myers Wealth Managers, LTD. 3.66% of their portfolio Mansfield, OH 143,303143.3k $18.4m $18.4m 3.66% Added +7.5k +7,470
88 Mechanics Bank Trust Department 2.48% of their portfolio Walnut Creek, CA 139,696139.7k $17.9m $17.9m 2.48% Added +163 +163
89 Allworth Financial LP 0.07% of their portfolio FOLSOM, CA 139,324139.3k $17.9m $17.9m 0.07% Added +235 +235
90 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 139,007139.0k $17.8m $17.8m 0.03% Reduced -195.9k -195,888
91 Wealthspire Advisors, LLC 0.14% of their portfolio NEW YORK, NY 138,416138.4k $17.7m $17.7m 0.14% Reduced -3.2k -3,187
92 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 135,306135.3k $17.3m $17.3m 0.05% Reduced -24.2k -24,205
93 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 135,083135.1k $17.3m $17.3m 0.00% Reduced -2.6k -2,594
94 LBJ Family Wealth Advisors, Ltd. 9.53% of their portfolio AUSTIN, TX 131,521131.5k $16.3m $16.3m 9.53% Reduced -1.4k -1,445
95 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 123,871123.9k $15.9m $15.9m 0.07% Reduced -9.8k -9,845
96 DIVERSIFIED MANAGEMENT INC 2.70% of their portfolio MILWAUKEE, WI 123,120123.1k $15.8m $15.8m 2.70% Added +969 +969
97 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 121,014121.0k $15.5m $15.5m 0.03% Added +4.7k +4,705
98 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 120,394120.4k $15.4m $15.4m 0.00% Added +3.8k +3,788
99 AE Wealth Management LLC 0.08% of their portfolio TOPEKA, KS 119,429119.4k $15.3m $15.3m 0.08% Added +24.2k +24,215
100 Stonebridge Financial Group, LLC 1.24% of their portfolio Wormleysburg, PA 117,660117.7k $15.1m $15.1m 1.24% Added +5.7k +5,673