Vault-13

ISHARES TR IJH

CORE S&P MCP ETF · ETP · CUSIP 464287507

2,446 institutional holders +17 vs Q1 2025
1,243,075,3001.2bn shares reported held*
$77.3bnreported value*
109 new 965 added 1,004 reduced 86 sold out net bought ≈ $2.0bn (+31.3m 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 ($121.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.22. Options: 10 managers hold calls ($3.4bn notional), 6 hold puts ($6.8m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

01k2k3kQ3 22: 1,775Q4 22: 1,929Q1 23: 1,919Q2 23: 1,968Q3 23: 2,014Q4 23: 2,177Q1 24: 2,233Q2 24: 2,228Q3 24: 2,310Q4 24: 2,474Q1 25: 2,429Q2 25: 2,4462,446Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20221,775
Q4 20221,929
Q1 20231,919
Q2 20231,968
Q3 20232,014
Q4 20232,177
Q1 20242,233
Q2 20242,228
Q3 20242,310
Q4 20242,474
Q1 20252,429
Q2 20252,446

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ3 23: 954 bought or addedQ3 23: 779 cut or sold outQ4 23: 921 bought or addedQ4 23: 923 cut or sold outQ4 23Q1 24: 1,024 bought or addedQ1 24: 995 cut or sold outQ2 24: 1,070 bought or addedQ2 24: 929 cut or sold outQ2 24Q3 24: 1,186 bought or addedQ3 24: 813 cut or sold outQ4 24: 1,190 bought or addedQ4 24: 832 cut or sold outQ4 24Q1 25: 1,214 bought or addedQ1 25: 986 cut or sold outQ2 25: 1,074 bought or addedQ2 25: 1,090 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023954779
Q4 2023921923
Q1 20241,024995
Q2 20241,070929
Q3 20241,186813
Q4 20241,190832
Q1 20251,214986
Q2 20251,0741,090

Calls vs puts

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

CallsPuts
$0$2bn$4bn$6bnQ3 24 calls: $4.3bnQ3 24 puts: $3.1mQ3 24P/C 0.00Q4 24 calls: $3.6bnQ4 24 puts: $4.0mQ4 24P/C 0.00Q1 25 calls: $4.0bnQ1 25 puts: $8.4mQ1 25P/C 0.00Q2 25 calls: $3.4bnQ2 25 puts: $6.8mQ2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$4.3bn$3.1m0.00
Q4 2024$3.6bn$4.0m0.00
Q1 2025$4.0bn$8.4m0.00
Q2 2025$3.4bn$6.8m0.00

Biggest buyers

ROYAL BANK OF CANADA Added +30,127,436+30.1m
GOLDMAN SACHS GROUP INC Added +8,902,270+8.9m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +5,810,344+5.8m
Corient Private Wealth LP Added +5,285,095+5.3m
Atlantic Union Bankshares Corp New +2,480,098+2.5m
Rockefeller Capital Management L.P. Added +2,386,394+2.4m
REGIONS FINANCIAL CORP Added +1,854,733+1.9m
SWF LLC Added +1,835,000+1.8m
Starboard Value LP Added +1,685,781+1.7m
Acorns Advisers, LLC Added +1,356,941+1.4m

Biggest sellers

JPMORGAN CHASE & CO Reduced -12,778,343-12.8m
FMR LLC Reduced -4,229,372-4.2m
AlTi Global, Inc. Reduced -3,632,035-3.6m
Cresset Asset Management, LLC Reduced -2,400,543-2.4m
VOYA INVESTMENT MANAGEMENT LLC Reduced -2,273,565-2.3m
FIL Ltd Reduced -1,609,674-1.6m
BANK OF AMERICA CORP /DE/ Reduced -1,576,700-1.6m
Ensign Peak Advisors, Inc Reduced -1,510,662-1.5m
Temasek Holdings (Private) Ltd Sold out -1,472,640-1.5m
TRUIST FINANCIAL CORP Reduced -1,127,731-1.1m

Biggest calls

SIMPLEX TRADING, LLC Reduced $3.4bn29.3m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $16.8m271.3k shares
JANE STREET GROUP, LLC Added $16.3m262.1k shares
WOLVERINE TRADING, LLC Added $2.9m46.1k shares
CITADEL ADVISORS LLC Reduced $1.9m31.1k shares
CAPITAL FUND MANAGEMENT S.A. Added $1.2m19.0k shares
IMC-Chicago, LLC Reduced $682.2k11.0k shares
Lavaca Capital LLC Unchanged $18.6k300 shares
GROUP ONE TRADING LLC New $6.2k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $3.9m62.4k shares
CITADEL ADVISORS LLC Reduced $1.3m21.0k shares
WOLVERINE TRADING, LLC Reduced $967.5k15.6k shares
JANE STREET GROUP, LLC Added $533.4k8.6k shares
BANK OF AMERICA CORP /DE/ New $124.0k2.0k shares
Private Advisor Group, LLC New $5.2k3.0k 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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5.42% of their portfolio MILWAUKEE, WI 119,891,228119.9m $7.4bn $7.4bn 5.42% Added +5.8m +5,810,344
2 BANK OF AMERICA CORP /DE/ 0.34% of their portfolio CHARLOTTE, NC 67,880,60867.9m $4.2bn $4.2bn 0.34% Reduced -1.6m -1,576,700
3 Bank of New York Mellon Corp 0.70% of their portfolio NEW YORK, NY 59,972,95060.0m $3.7bn $3.7bn 0.70% Added +571.9k +571,850
4 ROYAL BANK OF CANADA 0.32% of their portfolio TORONTO, A6 53,176,45253.2m $3.3bn $3.3bn 0.32% Added +30.1m +30,127,436
5 WELLS FARGO & COMPANY/MN 0.68% of their portfolio SAN FRANCISCO, CA 50,077,41150.1m $3.1bn $3.1bn 0.68% Reduced -133.2k -133,180
6 RAYMOND JAMES FINANCIAL INC 0.83% of their portfolio ST. PETERSBURG, FL 38,719,79838.7m $2.4bn $2.4bn 0.83% Added +1.1m +1,122,461
7 MORGAN STANLEY 0.15% of their portfolio NEW YORK, NY 36,956,70737.0m $2.3bn $2.3bn 0.15% Added +36.4k +36,351
8 FMR LLC 0.13% of their portfolio BOSTON, MA 36,672,02236.7m $2.3bn $2.3bn 0.13% Reduced -4.2m -4,229,372
9 ENVESTNET ASSET MANAGEMENT INC 0.63% of their portfolio Berwyn, PA 34,572,30634.6m $2.1bn $2.1bn 0.63% Added +516.1k +516,089
10 GOLDMAN SACHS GROUP INC 0.27% of their portfolio NEW YORK, NY 26,883,79926.9m $1.7bn $1.7bn 0.27% Added +8.9m +8,902,270
11 LPL Financial LLC 0.54% of their portfolio FORT MILL, SC 25,959,51226.0m $1.6bn $1.6bn 0.54% Added +867.8k +867,800
12 BlackRock, Inc. 0.03% of their portfolio New York, NY 25,581,79425.6m $1.6bn $1.6bn 0.03% Added +797.4k +797,396
13 NORTHERN TRUST CORP 0.19% of their portfolio CHICAGO, IL 22,692,31822.7m $1.4bn $1.4bn 0.19% Reduced -192.9k -192,871
14 UBS Group AG 0.29% of their portfolio ZURICH, V8 22,366,58122.4m $1.4bn $1.4bn 0.29% Reduced -740.9k -740,915
15 JPMORGAN CHASE & CO 0.07% of their portfolio NEW YORK, NY 17,411,04917.4m $1.1bn $1.1bn 0.07% Reduced -12.8m -12,778,343
16 PNC Financial Services Group, Inc. 0.62% of their portfolio Pittsburgh, PA 15,612,57715.6m $968.3m $968.3m 0.62% Reduced -166.9k -166,907
17 First Command Advisory Services, Inc. 8.23% of their portfolio FORT WORTH, TX 15,412,83515.4m $955.9m $955.9m 8.23% Added +251.0k +250,966
18 Wealthspire Advisors, LLC 5.17% of their portfolio NEW YORK, NY 14,821,32214.8m $919.2m $919.2m 5.17% Reduced -658.7k -658,716
19 Mariner, LLC 1.25% of their portfolio Overland Park, KS 13,961,48014.0m $865.9m $865.9m 1.25% Added +282.6k +282,615
20 Acorns Advisers, LLC 6.67% of their portfolio IRVINE, CA 12,540,57412.5m $777.8m $777.8m 6.67% Added +1.4m +1,356,941
21 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 9.83% of their portfolio MILWAUKEE, WI 10,305,19910.3m $639.1m $639.1m 9.83% Added +187.9k +187,938
22 Corient Private Wealth LP 0.84% of their portfolio MIAMI, FL 10,204,38010.2m $632.0m $632.0m 0.84% Added +5.3m +5,285,095
23 AMERIPRISE FINANCIAL INC 0.15% of their portfolio MINNEAPOLIS, MN 9,844,4059.8m $610.0m $610.0m 0.15% Added +1.3m +1,283,662
24 REGIONS FINANCIAL CORP 3.89% of their portfolio BIRMINGHAM, AL 9,107,5389.1m $564.8m $564.8m 3.89% Added +1.9m +1,854,733
25 KEYBANK NATIONAL ASSOCIATION/OH 2.09% of their portfolio BROOKLYN, OH 9,041,1219.0m $560.7m $560.7m 2.09% Reduced -77.1k -77,089
26 TRUIST FINANCIAL CORP 0.81% of their portfolio CHARLOTTE, NC 8,903,8428.9m $552.2m $552.2m 0.81% Reduced -1.1m -1,127,731
27 Financial Engines Advisors L.L.C. 1.05% of their portfolio SANTA CLARA, CA 8,493,3168.5m $526.8m $526.8m 1.05% Added +350.9k +350,905
28 Millburn Ridgefield LLC /DE/ 12.52% of their portfolio New York, NY 8,386,4718.4m $520.1m $520.1m 12.52% Reduced -545.5k -545,540
29 Catalyst Capital Advisors LLC 10.51% of their portfolio San Juan, PR 8,386,4718.4m $520.1m $520.1m 10.51% Reduced -545.5k -545,540
30 HighTower Advisors, LLC 0.58% of their portfolio CHICAGO, IL 7,469,8657.5m $463.3m $463.3m 0.58% Added +86.3k +86,256
31 Pathstone Holdings, LLC 1.72% of their portfolio ENGLEWOOD, NJ 7,044,6017.0m $434.4m $434.4m 1.72% Added +52.0k +51,996
32 BANK OF MONTREAL /CAN/ 0.20% of their portfolio TORONTO, A6 6,513,6576.5m $404.0m $404.0m 0.20% Added +167.4k +167,430
33 COMMONWEALTH EQUITY SERVICES, LLC 0.49% of their portfolio WALTHAM, MA 6,039,3076.0m $374.6m $374.6m 0.49% Reduced -591.4k -591,393
34 &PARTNERS 2.65% of their portfolio NASHVILLE, TN 5,551,7805.6m $344.9m $344.9m 2.65% Added +1.3m +1,346,024
35 JONES FINANCIAL COMPANIES LLLP 0.26% of their portfolio DES PERES, MO 5,474,7985.5m $339.5m $339.5m 0.26% Added +949.7k +949,720
36 Alesco Advisors, LLC, An ESL Co 9.63% of their portfolio Pittsford, NY 5,400,0205.4m $334.9m $334.9m 9.63% Added +155.1k +155,073
37 MAI Capital Management 2.28% of their portfolio INDEPENDENCE, OH 5,293,6585.3m $328.3m $328.3m 2.28% Added +411.1k +411,109
38 Starboard Value LP 5.64% of their portfolio New York, NY 5,250,6565.3m $325.6m $325.6m 5.64% Added +1.7m +1,685,781
39 US BANCORP \DE\ 0.41% of their portfolio MINNEAPOLIS, MN 5,212,3315.2m $323.3m $323.3m 0.41% Added +113.4k +113,440
40 Creative Planning 0.25% of their portfolio OVERLAND PARK, KS 4,800,7604.8m $297.7m $297.7m 0.25% Reduced -202.2k -202,233
41 Rockefeller Capital Management L.P. 0.34% of their portfolio NEW YORK, NY 4,716,3764.7m $293.2m $293.2m 0.34% Added +2.4m +2,386,394
42 FIFTH THIRD BANCORP 1.01% of their portfolio CINCINNATI, OH 4,695,6864.7m $291.2m $291.2m 1.01% Reduced -163.1k -163,098
43 BRIDGES INVESTMENT MANAGEMENT INC 3.84% of their portfolio OMAHA, NE 4,581,4664.6m $284.1m $284.1m 3.84% Added +35.3k +35,315
44 Municipal Employees' Retirement System of Michigan 3.40% of their portfolio LANSING, MI 4,555,2074.6m $282.5m $282.5m 3.40% Added +909.3k +909,298
45 Cerity Partners LLC 0.49% of their portfolio NEW YORK, NY 4,406,8104.4m $273.3m $273.3m 0.49% Reduced -86.0k -86,038
46 HUNTINGTON NATIONAL BANK 1.78% of their portfolio COLUMBUS, OH 4,373,3924.4m $271.2m $271.2m 1.78% Reduced -78.6k -78,647
47 Circle Wealth Management, LLC 5.84% of their portfolio SUMMIT, NJ 4,237,0994.2m $262.8m $262.8m 5.84% Reduced -14.7k -14,668
48 Valeo Financial Advisors, LLC 5.54% of their portfolio CARMEL, IN 3,632,7573.6m $225.0m $225.0m 5.54% Added +160.9k +160,857
49 Baird Financial Group, Inc. 0.38% of their portfolio MILWAUKEE, WI 3,473,7053.5m $215.4m $215.4m 0.38% Added +86.7k +86,685
50 MML INVESTORS SERVICES, LLC 0.58% of their portfolio SPRINGFIELD, MA 3,233,4313.2m $200.5m $200.5m 0.58% Reduced -12.5k -12,526
51 DAVIS R M INC 3.68% of their portfolio PORTLAND, ME 3,203,4033.2m $198.7m $198.7m 3.68% Added +43.4k +43,429
52 FRANKLIN RESOURCES INC 0.05% of their portfolio San Mateo, CA 3,168,6733.2m $196.5m $196.5m 0.05% Reduced -101.5k -101,451
53 CITIZENS FINANCIAL GROUP INC/RI 3.10% of their portfolio PROVIDENCE, RI 3,109,4693.1m $192.8m $192.8m 3.10% Reduced -75.4k -75,396
54 COMERICA BANK 0.67% of their portfolio DALLAS, TX 2,799,7782.8m $173.6m $173.6m 0.67% Reduced -62.7k -62,715
55 First Financial Bankshares Inc 3.81% of their portfolio Abilene, TX 2,740,9782.7m $170.0m $170.0m 3.81% Added +64.4k +64,401
56 AlTi Global, Inc. 4.08% of their portfolio NEW YORK, NY 2,617,2112.6m $162.4m $162.4m 4.08% Reduced -3.6m -3,632,035
57 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.28% of their portfolio PLYMOUTH, MN 2,611,9842.6m $166.6m $166.6m 0.28% Added +946.0k +946,042
58 Cetera Investment Advisers 0.27% of their portfolio SCHAUMBURG, IL 2,574,0142.6m $159.6m $159.6m 0.27% Reduced -92.4k -92,363
59 Haverford Trust Co 1.52% of their portfolio Radnor, PA 2,573,5832.6m $159.6m $159.6m 1.52% Added +17.3k +17,304
60 Atlantic Union Bankshares Corp 3.51% of their portfolio GLEN ALLEN, VA 2,480,0982.5m $153.8m $153.8m 3.51% New
61 Alaska Permanent Capital Management, LLC 11.60% of their portfolio ANCHORAGE, AK 2,411,9842.4m $149.6m $149.6m 11.60% Added +174.0k +173,983
62 STIFEL FINANCIAL CORP 0.14% of their portfolio ST. LOUIS, MO 2,347,2702.3m $145.6m $145.6m 0.14% Reduced -168.0k -167,999
63 OSAIC HOLDINGS, INC. 0.26% of their portfolio SCOTTSDALE, AZ 2,345,3252.3m $145.5m $145.5m 0.26% Reduced -114.4k -114,367
64 GREENLEAF TRUST 1.25% of their portfolio KALAMAZOO, MI 2,277,7672.3m $141.3m $141.3m 1.25% Added +5.0k +4,968
65 Sand Hill Global Advisors, LLC 5.22% of their portfolio Palo Alto, CA 2,268,8242.3m $140.7m $140.7m 5.22% Added +15.2k +15,195
66 CAPTRUST FINANCIAL ADVISORS 0.31% of their portfolio RALEIGH, NC 2,214,6112.2m $137.4m $137.4m 0.31% Reduced -8.9k -8,887
67 BLB&B Advisors, LLC 6.39% of their portfolio MONTGOMERYVILLE, PA 2,203,6292.2m $136.7m $136.7m 6.39% Added +13.9k +13,927
68 Members Trust Co 4.67% of their portfolio TAMPA, FL 2,185,6432.2m $135.6m $135.6m 4.67% Reduced -93.3k -93,343
69 Constellation Investments, Inc. 6.14% of their portfolio MONTGOMERY, OH 2,140,0002.1m $132.7m $132.7m 6.14% Reduced -642.0k -642,000
70 Connecticut Wealth Management, LLC 6.31% of their portfolio FARMINGTON, CT 2,135,9472.1m $132.5m $132.5m 6.31% Reduced -104.6k -104,628
71 UMB Bank, n.a. 2.04% of their portfolio Kansas City, MO 2,114,7812.1m $131.2m $131.2m 2.04% Reduced -142.5k -142,461
72 SIGMA INVESTMENT COUNSELORS INC 7.02% of their portfolio NORTHVILLE, MI 2,057,8752.1m $127.6m $127.6m 7.02% Added +61.8k +61,832
73 Cresset Asset Management, LLC 0.64% of their portfolio Chicago, IL 2,051,2132.1m $127.2m $127.2m 0.64% Reduced -2.4m -2,400,543
74 Accredited Investors Inc. 7.49% of their portfolio EDINA, MN 2,041,0232.0m $126.6m $126.6m 7.49% Reduced -630.6k -630,619
75 Focus Partners Wealth 0.25% of their portfolio ST LOUIS, MO 1,892,3441.9m $117.4m $117.4m 0.25% Added +181.8k +181,756
76 SWF LLC 13.46% of their portfolio OMAHA, NE 1,868,8461.9m $115.9m $115.9m 13.46% Added +1.8m +1,835,000
77 Fiduciary Trust Co 1.42% of their portfolio Boston, MA 1,861,2651.9m $115.4m $115.4m 1.42% Reduced -34.5k -34,467
78 CAHABA WEALTH MANAGEMENT, INC. 8.71% of their portfolio Atlanta, GA 1,807,8851.8m $112.1m $112.1m 8.71% Reduced -89.8k -89,751
79 Hamilton Capital, LLC 6.08% of their portfolio COLUMBUS, OH 1,783,5941.8m $110.6m $110.6m 6.08% Added +51.0k +50,992
80 WHITTIER TRUST CO 1.32% of their portfolio SOUTH PASADENA, CA 1,770,4441.8m $109.8m $109.8m 1.32% Added +31.6k +31,560
81 FARMERS & MERCHANTS INVESTMENTS INC 3.13% of their portfolio LINCOLN, NE 1,729,4581.7m $107.3m $107.3m 3.13% Added +134.2k +134,179
82 BOKF, NA 1.71% of their portfolio TULSA, OK 1,705,3871.7m $105.8m $105.8m 1.71% Reduced -362.7k -362,685
83 Badgley Phelps Wealth Managers, LLC 2.32% of their portfolio SEATTLE, WA 1,691,9381.7m $104.9m $104.9m 2.32% Added +50.5k +50,486
84 MONETA GROUP INVESTMENT ADVISORS LLC 1.21% of their portfolio ST LOUIS, MO 1,643,9201.6m $102.0m $102.0m 1.21% Added +521.9k +521,866
85 Linscomb Wealth, Inc. 4.53% of their portfolio Houston, TX 1,587,7201.6m $98.5m $98.5m 4.53% Added +26.9k +26,933
86 Acropolis Investment Management, LLC 5.36% of their portfolio ST. LOUIS, MO 1,574,0001.6m $97.6m $97.6m 5.36% Reduced -18.0k -17,955
87 M&T Bank Corp 0.34% of their portfolio BUFFALO, NY 1,573,7071.6m $97.6m $97.6m 0.34% Reduced -30.9k -30,928
88 FLPUTNAM INVESTMENT MANAGEMENT CO 1.65% of their portfolio PORTLAND, ME 1,552,7631.6m $96.3m $96.3m 1.65% Reduced -1.0m -1,043,903
89 First Interstate Bank 5.45% of their portfolio Billings, MT 1,496,6081.5m $92.8m $92.8m 5.45% Added +17.1k +17,063
90 BNP PARIBAS FINANCIAL MARKETS 0.07% of their portfolio PARIS, I0 1,461,7201.5m $90.7m $90.7m 0.07% Added +798.6k +798,559
91 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,458,1731.5m $90.4m $90.4m 0.00% Reduced -44.3k -44,268
92 Lutz Financial Services LLC 7.02% of their portfolio OMAHA, NE 1,457,9011.5m $90.4m $90.4m 7.02% Reduced -651 -651
93 Klingman & Associates, LLC 4.78% of their portfolio New York, NY 1,397,8271.4m $86.7m $86.7m 4.78% Reduced -34.9k -34,851
94 Legacy Wealth Management, LLC 5.36% of their portfolio MEMPHIS, TN 1,388,8121.4m $86.1m $86.1m 5.36% Added +43.6k +43,570
95 RMR Wealth Builders 7.79% of their portfolio Montclair, NJ 1,381,1691.4m $85.7m $85.7m 7.79% Added +66.1k +66,072
96 Chandler Asset Management, Inc. 14.96% of their portfolio SAN DIEGO, CA 1,358,1031.4m $84.2m $84.2m 14.96% Reduced -17.2k -17,200
97 STATE OF MICHIGAN RETIREMENT SYSTEM 0.43% of their portfolio EAST LANSING, MI 1,351,5101.4m $83.8m $83.8m 0.43% Reduced -10.2k -10,200
98 BESSEMER GROUP INC 0.14% of their portfolio WOODBRIDGE, NJ 1,347,8981.3m $83.6m $83.6m 0.14% Reduced -104.5k -104,518
99 Ally Invest Advisors Inc. 6.47% of their portfolio CHARLOTTE, NC 1,339,4301.3m $83.1m $83.1m 6.47% Added +71.1k +71,129
100 SAGE FINANCIAL GROUP INC 6.06% of their portfolio W. CONSHOHOCKEN, PA 1,323,6581.3m $82.1m $82.1m 6.06% Added +2.6k +2,625