Vault-13

ISHARES TR IWP

RUS MD CP GR ETF · ETP · CUSIP 464287481

1,218 institutional holders +35 vs Q1 2026
112,075,158112.1m shares reported held*
$16.4bnreported value*
94 new 354 added 400 reduced 51 sold out net bought ≈ $16.8m (+32.3k 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 ($14.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $146.23. Options: 4 managers hold calls ($11.1m notional), 3 hold puts ($10.1m).

Trends to Q2 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: 1,183Q2 26: 1,2181,218Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 20261,218

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q3 24: 392 bought or addedQ3 24: 389 cut or sold outQ4 24: 430 bought or addedQ4 24: 363 cut or sold outQ4 24Q1 25: 391 bought or addedQ1 25: 473 cut or sold outQ2 25: 458 bought or addedQ2 25: 423 cut or sold outQ2 25Q3 25: 419 bought or addedQ3 25: 429 cut or sold outQ4 25: 483 bought or addedQ4 25: 402 cut or sold outQ4 25Q1 26: 441 bought or addedQ1 26: 475 cut or sold outQ2 26: 448 bought or addedQ2 26: 451 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024392389
Q4 2024430363
Q1 2025391473
Q2 2025458423
Q3 2025419429
Q4 2025483402
Q1 2026441475
Q2 2026448451

Calls vs puts

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

CallsPuts
$0$10m$20m$30m$40mQ3 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 0.47Q2 26 calls: $11.1mQ2 26 puts: $10.1mQ2 26P/C 0.91
Numbers
QuarterCallsPutsP/C
Q3 2025$23.8m$38.1m1.60
Q4 2025$16.6m$7.7m0.46
Q1 2026$11.5m$5.5m0.47
Q2 2026$11.1m$10.1m0.91

Biggest buyers

Plante Moran Financial Advisors, LLC Added +1,324,377+1.3m
WELLINGTON MANAGEMENT GROUP LLP New +370,317+370.3k
GenWealth Group, Inc. New +208,254+208.3k
WELLS FARGO & COMPANY/MN Added +199,763+199.8k
Cambridge Investment Research Advisors, Inc. Added +190,414+190.4k
MORGAN STANLEY Added +178,260+178.3k
ROYAL BANK OF CANADA Added +163,015+163.0k
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Added +157,356+157.4k
StoryOne LLC Added +148,100+148.1k
Intergy Private Wealth, LLC Added +106,375+106.4k

Biggest sellers

JONES FINANCIAL COMPANIES LLLP Reduced -855,039-855.0k
Pacific Life Fund Advisors LLC Reduced -342,542-342.5k
Envestnet Portfolio Solutions, Inc. Reduced -294,918-294.9k
FIRST CITIZENS BANK & TRUST CO Reduced -291,146-291.1k
US BANCORP \DE\ Reduced -228,935-228.9k
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced -158,448-158.4k
CONGRESS ASSET MANAGEMENT CO Reduced -156,889-156.9k
BANK OF HAWAII Reduced -145,727-145.7k
Mesirow Financial Investment Management, Inc. Reduced -134,754-134.8k
Allworth Financial LP Reduced -132,494-132.5k

Biggest calls

Point72 Asset Management, L.P. Reduced $5.2m35.6k shares
JANE STREET GROUP, LLC Added $2.5m17.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.1m14.1k shares
CITADEL ADVISORS LLC Reduced $1.3m9.2k shares

Biggest puts

Point72 Asset Management, L.P. Added $7.2m49.1k shares
CITADEL ADVISORS LLC Added $2.4m16.7k shares
JANE STREET GROUP, LLC Reduced $483.2k3.3k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.16% of their portfolio NEW YORK, NY 20,083,69120.1m $2.9bn $2.9bn 0.16% Added +178.3k +178,260
2 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 7,000,4597.0m $1.0bn $1.0bn 0.07% Reduced -100.2k -100,151
3 ENVESTNET ASSET MANAGEMENT INC 0.20% of their portfolio Berwyn, PA 5,866,4565.9m $858.9m $858.9m 0.20% Added +93.9k +93,924
4 WELLS FARGO & COMPANY/MN 0.14% of their portfolio SAN FRANCISCO, CA 5,335,3585.3m $781.1m $781.1m 0.14% Added +199.8k +199,763
5 First Command Advisory Services, Inc. 3.43% of their portfolio FORT WORTH, TX 3,941,6753.9m $577.1m $577.1m 3.43% Reduced -9.6k -9,627
6 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 2,726,1672.7m $399.1m $399.1m 0.09% Added +81.8k +81,816
7 UBS Group AG 0.06% of their portfolio ZURICH, V8 2,718,4242.7m $398.0m $398.0m 0.06% Reduced -33.0k -32,960
8 AMERIPRISE FINANCIAL INC 0.08% of their portfolio MINNEAPOLIS, MN 2,542,3072.5m $373.5m $373.5m 0.08% Reduced -60.0k -59,952
9 PNC Financial Services Group, Inc. 0.18% of their portfolio Pittsburgh, PA 2,424,1572.4m $354.9m $354.9m 0.18% Reduced -10.0k -10,043
10 Cassaday & Co Wealth Management LLC 6.17% of their portfolio MCLEAN, VA 2,243,1502.2m $328.4m $328.4m 6.17% Added +58.4k +58,416
11 COMMONWEALTH EQUITY SERVICES, LLC 0.41% of their portfolio WALTHAM, MA 2,218,3072.2m $324.8m $324.8m 0.41% Reduced -35.3k -35,267
12 VANTAGEPOINT INVESTMENT ADVISERS LLC 2.31% of their portfolio WASHINGTON, DC 2,103,9842.1m $308.0m $308.0m 2.31% Unchanged
13 JONES FINANCIAL COMPANIES LLLP 0.11% of their portfolio DES PERES, MO 1,996,5442.0m $282.9m $282.9m 0.11% Reduced -855.0k -855,039
14 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.95% of their portfolio CHARLOTTE, NC 1,876,8681.9m $274.8m $274.8m 0.95% Reduced -97.6k -97,590
15 COMMERCE BANK 0.98% of their portfolio KANSAS CITY, MO 1,523,5451.5m $223.1m $223.1m 0.98% Reduced -94.4k -94,353
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.12% of their portfolio MILWAUKEE, WI 1,486,5761.5m $217.6m $217.6m 0.12% Added +71.0k +71,020
17 US BANCORP \DE\ 0.22% of their portfolio MINNEAPOLIS, MN 1,353,9641.4m $198.2m $198.2m 0.22% Reduced -228.9k -228,935
18 Envestnet Portfolio Solutions, Inc. 0.95% of their portfolio BERWYN, PA 1,352,6711.4m $198.0m $198.0m 0.95% Reduced -294.9k -294,918
19 Plante Moran Financial Advisors, LLC 9.02% of their portfolio SOUTHFIELD, MI 1,324,6151.3m $193.9m $193.9m 9.02% Added +1.3m +1,324,377
20 OSAIC HOLDINGS, INC. 0.22% of their portfolio SCOTTSDALE, AZ 1,270,5611.3m $186.1m $186.1m 0.22% Added +99.1k +99,111
21 FIRST CITIZENS BANK & TRUST CO 2.72% of their portfolio RALEIGH, NC 1,242,9471.2m $182.0m $182.0m 2.72% Reduced -291.1k -291,146
22 Cullen/Frost Bankers, Inc. 1.71% of their portfolio San Antonio, TX 1,188,0941.2m $173.9m $173.9m 1.71% Reduced -85.8k -85,784
23 FMR LLC 0.01% of their portfolio BOSTON, MA 1,138,0181.1m $166.6m $166.6m 0.01% Reduced -38.5k -38,518
24 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 996,753996.8k $145.9m $145.9m 0.04% Reduced -40.6k -40,612
25 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 918,632918.6k $134.5m $134.5m 0.02% Added +163.0k +163,015
26 Financial Advisory Corp 14.44% of their portfolio Grand Rapids, MI 743,948743.9k $108.9m $108.9m 14.44% Reduced -39.1k -39,057
27 American Family Investments, Inc. 1.91% of their portfolio MADISON, WI 723,817723.8k $106.0m $106.0m 1.91% Added +103.3k +103,294
28 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 722,419722.4k $105.8m $105.8m 0.10% Added +32.4k +32,405
29 Mariner, LLC 0.10% of their portfolio Overland Park, KS 662,972663.0k $97.1m $97.1m 0.10% Reduced -11.6k -11,623
30 ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5.80% of their portfolio SALT LAKE CITY, UT 662,087662.1k $96.9m $96.9m 5.80% Added +157.4k +157,356
31 TRUIST FINANCIAL CORP 0.11% of their portfolio CHARLOTTE, NC 641,849641.8k $94.0m $94.0m 0.11% Added +3.9k +3,919
32 Focus Partners Wealth 0.10% of their portfolio ST LOUIS, MO 636,878636.9k $93.2m $93.2m 0.10% Reduced -20.9k -20,949
33 CIBC Bancorp USA Inc. 0.11% of their portfolio CHICAGO, IL 615,207615.2k $90.1m $90.1m 0.11% Reduced -16.9k -16,884
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 588,919588.9k $85.2m $85.2m 0.00% Reduced -17.9k -17,865
35 STEPHENS GROUP ASSET MANAGEMENT, LLC 4.66% of their portfolio LITTLE ROCK, AR 563,017563.0k $82.4m $82.4m 4.66% Added +12.0k +12,027
36 FIFTH THIRD BANCORP 0.12% of their portfolio CINCINNATI, OH 491,388491.4k $71.9m $71.9m 0.12% Reduced -19.6k -19,619
37 STEPHENS INC /AR/ 0.80% of their portfolio LITTLE ROCK, AR 485,385485.4k $71.1m $71.1m 0.80% Reduced -38.0k -37,976
38 Equitable Holdings, Inc. 0.40% of their portfolio NEW YORK, NY 461,131461.1k $67.5m $67.5m 0.40% Reduced -94.0k -94,031
39 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 452,315452.3k $66.2m $66.2m 0.01% Added +12.8k +12,761
40 Cambridge Investment Research Advisors, Inc. 0.07% of their portfolio FAIRFIELD, IA 446,726446.7k $65.4m $65.4m 0.07% Added +190.4k +190,414
41 Rodgers & Associates, LTD 5.79% of their portfolio Lancaster, PA 435,416435.4k $63.7m $63.7m 5.79% Added +4.4k +4,385
42 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 415,398415.4k $60.8m $60.8m 0.04% Reduced -8.0k -7,988
43 JOHNSON INVESTMENT COUNSEL INC 0.43% of their portfolio Cincinnati, OH 401,192401.2k $58.7m $58.7m 0.43% Reduced -2.0k -2,038
44 BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio PARIS, I0 395,460395.5k $57.9m $57.9m 0.03% Added +96.2k +96,200
45 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 370,317370.3k $54.2m $54.2m 0.01% New
46 AMG National Trust Bank 1.03% of their portfolio GREENWOOD VILLAGE, CO 340,414340.4k $49.8m $49.8m 1.03% Added +2.9k +2,917
47 Wescott Financial Advisory Group, LLC 3.84% of their portfolio Philadelphia, PA 338,838338.8k $49.6m $49.6m 3.84% Added +920 +920
48 Truepoint, Inc. 0.98% of their portfolio CINCINNATI, OH 320,731320.7k $47.0m $47.0m 0.98% Reduced -15.6k -15,586
49 Krilogy Financial LLC 1.36% of their portfolio ST. LOUIS, MO 313,541313.5k $45.9m $45.9m 1.36% Added +7.0k +7,018
50 M&T Bank Corp 0.13% of their portfolio BUFFALO, NY 303,981304.0k $44.5m $44.5m 0.13% Reduced -1.5k -1,475
51 Cedar Mountain Advisors, LLC 6.96% of their portfolio LAKE OSWEGO, OR 276,200276.2k $40.4m $40.4m 6.96% Added +2.9k +2,898
52 NATIXIS ADVISORS, LLC 0.04% of their portfolio Boston, MA 273,307273.3k $40.0m $40.0m 0.04% Reduced -72.8k -72,836
53 Pacific Life Fund Advisors LLC 2.80% of their portfolio NEWPORT BEACH, CA 264,305264.3k $25.5m $25.5m 2.80% Reduced -342.5k -342,542
54 MONETA GROUP INVESTMENT ADVISORS LLC 0.28% of their portfolio ST LOUIS, MO 255,257255.3k $37.4m $37.4m 0.28% Reduced -1.3k -1,295
55 Badgley Phelps Wealth Managers, LLC 0.64% of their portfolio SEATTLE, WA 250,932250.9k $36.7m $36.7m 0.64% Added +3.9k +3,882
56 Pinnacle Financial Partners, Inc. 0.25% of their portfolio ATLANTA, GA 250,670250.7k $36.7m $36.7m 0.25% Reduced -3.0k -2,993
57 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 249,376249.4k $36.5m $36.5m 0.05% Added +4.4k +4,437
58 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 245,402245.4k $35.9m $35.9m 0.03% Added +2.7k +2,725
59 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 226,826226.8k $33.2m $33.2m 0.05% Reduced -1.8k -1,841
60 BOKF, NA 0.45% of their portfolio TULSA, OK 222,647222.6k $32.6m $32.6m 0.45% Reduced -2.9k -2,937
61 HANTZ FINANCIAL SERVICES, INC. 0.43% of their portfolio SOUTHFIELD, MI 216,541216.5k $31.7m $31.7m 0.43% Reduced -3.5k -3,541
62 GenWealth Group, Inc. 4.75% of their portfolio Maplewood, NJ 208,254208.3k $30.5m $30.5m 4.75% New
63 RTD Financial Advisors, Inc. 3.12% of their portfolio Philadelphia, PA 195,438195.4k $28.6m $28.6m 3.12% Added +1.6k +1,649
64 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 193,126193.1k $28.3m $28.3m 0.09% Reduced -4.3k -4,316
65 Lido Advisors, LLC 0.10% of their portfolio Los Angeles, CA 192,603192.6k $28.2m $28.2m 0.10% Reduced -633 -633
66 EP Wealth Advisors, LLC 0.11% of their portfolio TORRANCE, CA 190,389190.4k $27.9m $27.9m 0.11% Reduced -1.7k -1,684
67 OPPENHEIMER & CO INC 0.29% of their portfolio NEW YORK, NY 187,930187.9k $27.5m $27.5m 0.29% Reduced -12.5k -12,487
68 Orion Porfolio Solutions, LLC 0.21% of their portfolio OMAHA, NE 187,509187.5k $27.5m $27.5m 0.21% Reduced -22.2k -22,216
69 KEYBANK NATIONAL ASSOCIATION/OH 0.09% of their portfolio BROOKLYN, OH 185,295185.3k $27.1m $27.1m 0.09% Added +13.2k +13,151
70 Parkway Wealth Management Group, LLC 3.12% of their portfolio Plano, TX 184,822184.8k $27.1m $27.1m 3.12% Added +691 +691
71 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 177,600177.6k $26.0m $26.0m 0.02% Added +15.1k +15,120
72 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 175,551175.6k $25.7m $25.7m 0.01% Added +2.1k +2,068
73 Integrated Investment Consultants, LLC 4.94% of their portfolio BLOOMFIELD HILLS, MI 171,138171.1k $25.1m $25.1m 4.94% Reduced -4.1k -4,093
74 Accredited Investors Inc. 1.08% of their portfolio EDINA, MN 170,300170.3k $24.9m $24.9m 1.08% Reduced -5.8k -5,808
75 SVB WEALTH LLC 1.56% of their portfolio BOSTON, MA 169,224169.2k $24.8m $24.8m 1.56% Reduced -8.1k -8,113
76 Pathstone Holdings, LLC 0.07% of their portfolio ENGLEWOOD, NJ 168,554168.6k $24.7m $24.7m 0.07% Added +68.4k +68,392
77 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 166,511166.5k $24.4m $24.4m 0.01% Reduced -11.0k -10,970
78 Washington Trust Bank 1.70% of their portfolio Spokane, WA 166,435166.4k $24.4m $24.4m 1.70% Reduced -8.6k -8,605
79 KESTRA PRIVATE WEALTH SERVICES, LLC 0.26% of their portfolio AUSTIN, TX 163,603163.6k $24.0m $24.0m 0.26% Added +6.3k +6,335
80 Steward Partners Investment Advisory, LLC 0.12% of their portfolio STAMFORD, CT 163,540163.5k $23.9m $23.9m 0.12% Reduced -27.3k -27,256
81 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 163,106163.1k $23.9m $23.9m 0.03% Added +24.1k +24,099
82 Midwest Trust Co 0.27% of their portfolio Overland Park, KS 160,932160.9k $23.6m $23.6m 0.27% Added +1.4k +1,368
83 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 155,142155.1k $22.7m $22.7m 0.05% Added +19.8k +19,836
84 Whitaker-Myers Wealth Managers, LTD. 3.78% of their portfolio Mansfield, OH 154,430154.4k $22.6m $22.6m 3.78% Added +11.1k +11,127
85 CONGRESS ASSET MANAGEMENT CO 0.14% of their portfolio BOSTON, MA 154,279154.3k $22.6m $22.6m 0.14% Reduced -156.9k -156,889
86 AE Wealth Management LLC 0.10% of their portfolio TOPEKA, KS 152,890152.9k $22.4m $22.4m 0.10% Added +33.5k +33,461
87 MAI Capital Management 0.09% of their portfolio INDEPENDENCE, OH 152,623152.6k $22.3m $22.3m 0.09% Reduced -9.7k -9,654
88 TIAA TRUST, NATIONAL ASSOCIATION 1.32% of their portfolio CHARLOTTE, NC 152,190152.2k $22.3m $22.3m 1.32% Reduced -4.7k -4,686
89 Falcon Wealth Planning 1.40% of their portfolio Ontario, CA 151,371151.4k $22.2m $22.2m 1.40% Added +5.1k +5,080
90 StoryOne LLC 10.30% of their portfolio OVERLAND PARK, KS 148,100148.1k $21.7m $21.7m 10.30% Added +148.1k +148,100
91 Mechanics Bank Trust Department 2.64% of their portfolio Walnut Creek, CA 145,534145.5k $21.3m $21.3m 2.64% Added +5.8k +5,838
92 Mesirow Financial Investment Management, Inc. 0.33% of their portfolio CHICAGO, IL 143,704143.7k $21.0m $21.0m 0.33% Reduced -134.8k -134,754
93 Wealthspire Advisors, LLC 0.11% of their portfolio NEW YORK, NY 137,750137.8k $20.2m $20.2m 0.11% Reduced -666 -666
94 Waverly Advisors, LLC 0.11% of their portfolio BIRMINGHAM, AL 135,272135.3k $19.8m $19.8m 0.11% Reduced -38.4k -38,397
95 Intergy Private Wealth, LLC 4.48% of their portfolio COLORADO SPRINGS, CO 132,539132.5k $19.4m $19.4m 4.48% Added +106.4k +106,375
96 LBJ Family Wealth Advisors, Ltd. 9.61% of their portfolio AUSTIN, TX 130,287130.3k $18.9m $18.9m 9.61% Reduced -1.2k -1,234
97 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 128,220128.2k $18.8m $18.8m 0.00% Reduced -6.9k -6,863
98 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 127,771127.8k $18.7m $18.7m 0.03% Added +6.8k +6,757
99 DIVERSIFIED MANAGEMENT INC 3.89% of their portfolio MILWAUKEE, WI 124,322124.3k $18.2m $18.2m 3.89% Added +1.2k +1,202
100 Stonebridge Financial Group, LLC 1.34% of their portfolio Wormleysburg, PA 120,345120.3k $17.6m $17.6m 1.34% Added +2.7k +2,685