ISHARES TR IJH
CORE S&P MCP ETF · ETP · CUSIP 464287507
1,775
institutional holders
190.5m
shares reported held*
$40.9bnreported value*
* 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 ($116.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $214.64. Options: 9 managers hold calls ($1.8bn notional), 4 hold puts ($27.0m).
Biggest calls
| SIMPLEX TRADING, LLC | — | $1.7bn19.7m shares |
| Twin Tree Management, LP | — | $91.2m415.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $17.9m81.2k shares |
| JANE STREET GROUP, LLC | — | $15.2m112.2k shares |
| CITADEL ADVISORS LLC | — | $11.4m51.9k shares |
| WOLVERINE TRADING, LLC | — | $2.8m12.7k shares |
| Paladin Advisory Group, LLC | — | $2.6m11.8k shares |
| Cutler Group LLC / CA | — | $8.0k10.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $21.5m97.3k shares |
| WOLVERINE TRADING, LLC | — | $3.1m14.2k shares |
| CITADEL ADVISORS LLC | — | $2.3m10.7k shares |
| Cutler Group LLC / CA | — | $56.0k6.4k 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, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4.71% of their portfolio | 12.3m $2.7bn | — |
| BANK OF AMERICA CORP /DE/ 0.34% of their portfolio | 11.9m $2.6bn | — |
| WELLS FARGO & COMPANY/MN 0.82% of their portfolio | 10.9m $2.4bn | — |
| Bank of New York Mellon Corp 0.43% of their portfolio | 8.1m $1.8bn | — |
| LPL Financial LLC 1.57% of their portfolio | 7.4m $1.6bn | — |
| MORGAN STANLEY 0.19% of their portfolio | 6.5m $1.4bn | — |
| BlackRock Inc. 0.04% of their portfolio | 5.4m $1.2bn | — |
| UBS Group AG 0.54% of their portfolio | 4.3m $947.7m | — |
| ROYAL BANK OF CANADA 0.26% of their portfolio | 3.6m $794.2m | — |
| CFS Investment Advisory Services, LLC 0.18% of their portfolio | 3.6m $799.0k | — |
| NORTHERN TRUST CORP 0.16% of their portfolio | 3.3m $712.8m | — |
| PNC Financial Services Group, Inc. 0.70% of their portfolio | 3.1m $671.7m | — |
| FMR LLC 0.07% of their portfolio | 2.9m $643.6m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.32% of their portfolio | 2.5m $559.0m | — |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 13.67% of their portfolio | 2.5m $549.8m | — |
| RAYMOND JAMES & ASSOCIATES 0.55% of their portfolio | 2.5m $548.2m | — |
| JPMORGAN CHASE & CO 0.07% of their portfolio | 2.1m $463.6m | — |
| Financial Engines Advisors L.L.C. 1.44% of their portfolio | 2.0m $441.5m | — |
| AMERIPRISE FINANCIAL INC 0.16% of their portfolio | 1.9m $427.8m | — |
| KEYBANK NATIONAL ASSOCIATION/OH 2.12% of their portfolio | 1.9m $406.2m | — |
| Millburn Ridgefield LLC /DE/ 16.92% of their portfolio | 1.7m $373.9m | — |
| Catalyst Capital Advisors LLC 14.13% of their portfolio | 1.7m $373.9m | — |
| TRUIST FINANCIAL CORP 0.72% of their portfolio | 1.7m $373.5m | — |
| Mariner, LLC 1.47% of their portfolio | 1.7m $366.7m | — |
| Acorns Advisers, LLC 6.45% of their portfolio | 1.6m $358.1m | — |
| GOLDMAN SACHS GROUP INC 0.10% of their portfolio | 1.6m $354.9m | — |
| US BANCORP \DE\ 0.73% of their portfolio | 1.6m $353.4m | — |
| CITIGROUP INC 0.49% of their portfolio | 1.6m $345.8m | — |
| Raymond James Financial Services Advisors, Inc. 0.76% of their portfolio | 1.6m $340.4m | — |
| REGIONS FINANCIAL CORP 3.34% of their portfolio | 1.5m $331.1m | — |
| Cresset Asset Management, LLC 3.58% of their portfolio | 1.3m $283.4m | — |
| Wealthspire Advisors, LLC 5.78% of their portfolio | 1.3m $276.4m | — |
| Wellspring Financial Advisors, LLC 1.53% of their portfolio | 1.3m $4.2m | — |
| FIFTH THIRD BANCORP 1.41% of their portfolio | 1.2m $269.5m | — |
| Baird Financial Group, Inc. 0.78% of their portfolio | 1.2m $263.6m | — |
| Veritable, L.P. 4.96% of their portfolio | 1.2m $255.4m | — |
| BANK OF MONTREAL /CAN/ 0.12% of their portfolio | 1.1m $258.7m | — |
| Alesco Advisors, LLC, An ESL Co 9.38% of their portfolio | 1.0m $226.2m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.57% of their portfolio | 1.0m $220.5m | — |
| TIEDEMANN ADVISORS, LLC 13.16% of their portfolio | 990.3k $217.1m | — |
| Creative Planning 0.35% of their portfolio | 922.8k $202.3m | — |
| Municipal Employees' Retirement System of Michigan 3.50% of their portfolio | 894.2k $196.1m | — |
| Members Trust Co 6.01% of their portfolio | 827.7k $181.5m | — |
| HighTower Advisors, LLC 0.47% of their portfolio | 803.6k $176.2m | — |
| TD Asset Management Inc 0.20% of their portfolio | 719.8k $159.1m | — |
| OSAIC HOLDINGS, INC. 0.33% of their portfolio | 662.3k $145.3m | — |
| FRANKLIN RESOURCES INC 0.07% of their portfolio | 584.6k $128.2m | — |
| UMB Bank, n.a. 2.16% of their portfolio | 584.2k $128.1m | — |
| HUNTINGTON NATIONAL BANK 1.42% of their portfolio | 569.3k $124.8m | — |
| STIFEL FINANCIAL CORP 0.19% of their portfolio | 539.4k $118.3m | — |
| PATHSTONE FAMILY OFFICE, LLC 1.03% of their portfolio | 522.7k $114.5m | — |
| LVZ, Inc. 19.82% of their portfolio | 520.5k $114.1m | — |
| SVB WEALTH LLC 1.63% of their portfolio | 510.6k $111.9m | — |
| Haverford Trust Co 1.52% of their portfolio | 506.0k $110.9m | — |
| CITIZENS FINANCIAL GROUP INC/RI 4.91% of their portfolio | 504.6k $110.7m | — |
| BRIDGES INVESTMENT MANAGEMENT INC 4.24% of their portfolio | 501.0k $109.9m | — |
| MML INVESTORS SERVICES, LLC 0.82% of their portfolio | 495.3k $108.6m | — |
| Alaska Permanent Capital Management, LLC 10.78% of their portfolio | 469.2k $102.9m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.27% of their portfolio | 466.8k $102.3m | — |
| Sandy Spring Bank 6.29% of their portfolio | 451.8k $99.1m | — |
| GREENLEAF TRUST 1.43% of their portfolio | 440.8k $96.7m | — |
| MAI Capital Management 1.77% of their portfolio | 425.3k $93.3m | — |
| JONES FINANCIAL COMPANIES LLLP 0.17% of their portfolio | 418.5k $91.8m | — |
| SIGMA INVESTMENT COUNSELORS INC 7.19% of their portfolio | 384.7k $84.4m | — |
| BOK Financial Private Wealth, Inc. 7.53% of their portfolio | 381.4k $83.6m | — |
| Linscomb Wealth, Inc. 5.06% of their portfolio | 380.0k $83.3m | — |
| NATIXIS ADVISORS, LLC 0.34% of their portfolio | 367.4k $80.5m | — |
| M&T Bank Corp 0.35% of their portfolio | 362.8k $79.5m | — |
| CAPTRUST FINANCIAL ADVISORS 0.46% of their portfolio | 362.4k $78.3m | — |
| Ally Invest Advisors Inc. 10.70% of their portfolio | 360.1k $78.9m | — |
| DAVIS R M INC 2.29% of their portfolio | 359.4k $78.8m | — |
| WHITTIER TRUST CO 1.65% of their portfolio | 359.0k $78.7m | — |
| BOKF, NA 1.59% of their portfolio | 357.5k $78.4m | — |
| FLPUTNAM INVESTMENT MANAGEMENT CO 3.01% of their portfolio | 353.4k $77.5m | — |
| Cambridge Investment Research Advisors, Inc. 0.43% of their portfolio | 344.7k $75.6m | — |
| Horizon Investments, LLC 2.32% of their portfolio | 340.5k $74.7m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.43% of their portfolio | 335.0k $73.5m | — |
| Sand Hill Global Advisors, LLC 4.60% of their portfolio | 333.5k $73.1m | — |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.53% of their portfolio | 330.5k $72.5m | — |
| Fiduciary Trust Co 1.55% of their portfolio | 327.0k $71.7m | — |
| Legacy Wealth Management, LLC 7.23% of their portfolio | 317.4k $69.6m | — |
| MainStreet Investment Advisors LLC 8.46% of their portfolio | 316.8k $69.5m | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.05% of their portfolio | 314.2k $68.9m | — |
| Acropolis Investment Management, LLC 6.85% of their portfolio | 306.1k $67.1m | — |
| STATE STREET CORP 0.00% of their portfolio | 302.3k $66.3m | — |
| BESSEMER GROUP INC 0.17% of their portfolio | 288.6k $63.3m | — |
| Janney Montgomery Scott LLC 0.27% of their portfolio | 285.5k $62.6m | — |
| MassMutual Private Wealth & Trust, FSB 2.83% of their portfolio | 284.8k $62.4m | — |
| Badgley Phelps Wealth Managers, LLC 2.65% of their portfolio | 282.0k $61.8m | — |
| FIRST HAWAIIAN BANK 2.37% of their portfolio | 278.9k $61.2m | — |
| CAHABA WEALTH MANAGEMENT, INC. 8.34% of their portfolio | 275.2k $60.3m | — |
| Connecticut Wealth Management, LLC 5.57% of their portfolio | 272.8k $59.8m | — |
| TIAA, FSB 0.26% of their portfolio | 271.6k $59.5m | — |
| VICUS CAPITAL 6.77% of their portfolio | 262.1k $57.5m | — |
| Kestra Advisory Services, LLC 0.60% of their portfolio | 255.3k $56.0m | — |
| ARKANSAS FINANCIAL GROUP, INC. 13.27% of their portfolio | 254.7k $55.8m | — |
| Lutz Financial Services LLC 7.48% of their portfolio | 249.6k $54.7m | — |
| COMERICA BANK 0.49% of their portfolio | 249.2k $57.8m | — |
| PHILLIPS FINANCIAL MANAGEMENT, LLC 6.01% of their portfolio | 248.8k $54.5m | — |
| Lee Financial Co 10.07% of their portfolio | 245.5k $53.8m | — |