Vault-13

ISHARES TR IJH

CORE S&P MCP ETF · ETP · CUSIP 464287507

2,663 institutional holders +16 vs Q4 2025
1,263,050,3121.3bn shares reported held*
$85.5bnreported value*
101 new 1,101 added 1,046 reduced 83 sold out net bought ≈ $1.7bn (+25.1m 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 ($124.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.68. Options: 8 managers hold calls ($3.9bn notional), 4 hold puts ($9.5m).

Trends to Q1 2026

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: 2,446Q3 25: 2,456Q4 25: 2,647Q1 26: 2,6632,663Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 20252,456
Q4 20252,647
Q1 20262,663

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ2 24: 1,070 bought or addedQ2 24: 929 cut or sold outQ3 24: 1,186 bought or addedQ3 24: 813 cut or sold outQ3 24Q4 24: 1,190 bought or addedQ4 24: 832 cut or sold outQ1 25: 1,214 bought or addedQ1 25: 986 cut or sold outQ1 25Q2 25: 1,074 bought or addedQ2 25: 1,090 cut or sold outQ3 25: 1,080 bought or addedQ3 25: 1,041 cut or sold outQ3 25Q4 25: 1,188 bought or addedQ4 25: 984 cut or sold outQ1 26: 1,202 bought or addedQ1 26: 1,129 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20241,070929
Q3 20241,186813
Q4 20241,190832
Q1 20251,214986
Q2 20251,0741,090
Q3 20251,0801,041
Q4 20251,188984
Q1 20261,2021,129

Calls vs puts

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

CallsPuts
$0$1bn$2bn$3bn$4bnQ2 25 calls: $3.4bnQ2 25 puts: $6.8mQ2 25P/C 0.00Q3 25 calls: $3.6bnQ3 25 puts: $4.4mQ3 25P/C 0.00Q4 25 calls: $3.6bnQ4 25 puts: $10.9mQ4 25P/C 0.00Q1 26 calls: $3.9bnQ1 26 puts: $9.5mQ1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$3.4bn$6.8m0.00
Q3 2025$3.6bn$4.4m0.00
Q4 2025$3.6bn$10.9m0.00
Q1 2026$3.9bn$9.5m0.00

Biggest buyers

GOLDMAN SACHS GROUP INC Added +10,917,016+10.9m
FMR LLC Added +5,260,312+5.3m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +4,032,370+4.0m
FIFTH THIRD BANCORP Added +2,724,330+2.7m
BNP PARIBAS FINANCIAL MARKETS Added +1,904,286+1.9m
ENVESTNET ASSET MANAGEMENT INC Added +1,838,697+1.8m
Mesirow Financial Investment Management, Inc. Added +1,476,421+1.5m
JONES FINANCIAL COMPANIES LLLP Added +1,442,304+1.4m
BlackRock, Inc. Added +1,273,384+1.3m
Dynasty Wealth Management, LLC Added +1,177,199+1.2m

Biggest sellers

LPL Financial LLC Reduced -6,054,433-6.1m
Corient Private Wealth LP Reduced -4,534,856-4.5m
ROYAL BANK OF CANADA Reduced -3,202,254-3.2m
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC Reduced -2,632,676-2.6m
BANK OF AMERICA CORP /DE/ Reduced -1,934,894-1.9m
Janney Montgomery Scott LLC Sold out -1,216,160-1.2m
Constellation Investments, Inc. Reduced -965,000-965.0k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -934,026-934.0k
HSBC HOLDINGS PLC Reduced -797,412-797.4k
Chandler Asset Management, Inc. Reduced -564,870-564.9k

Biggest calls

SIMPLEX TRADING, LLC Added $3.9bn33.4m shares
JANE STREET GROUP, LLC Added $20.3m300.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $12.8m189.7k shares
CITADEL ADVISORS LLC Added $9.1m135.2k shares
IMC-Chicago, LLC New $4.8m67.6k shares
GROUP ONE TRADING LLC Added $206.4k2.5k shares
Avidian Wealth Enterprises, LLC New $27.0k400 shares
Lavaca Capital LLC Unchanged $27.0k400 shares

Biggest puts

CREDIT INDUSTRIEL ET COMMERCIAL Unchanged $6.8m100.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.5m21.8k shares
CITADEL ADVISORS LLC Reduced $844.1k12.5k shares
JANE STREET GROUP, LLC Reduced $445.7k6.6k 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 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5.36% of their portfolio MILWAUKEE, WI 128,823,592128.8m $8.7bn $8.7bn 5.36% Added +4.0m +4,032,370
2 BANK OF AMERICA CORP /DE/ 0.33% of their portfolio CHARLOTTE, NC 67,162,98267.2m $4.5bn $4.5bn 0.33% Reduced -1.9m -1,934,894
3 Bank of New York Mellon Corp 0.73% of their portfolio NEW YORK, NY 58,734,17358.7m $4.0bn $4.0bn 0.73% Added +188.4k +188,450
4 WELLS FARGO & COMPANY/MN 0.72% of their portfolio SAN FRANCISCO, CA 53,508,39353.5m $3.6bn $3.6bn 0.72% Added +1.1m +1,137,544
5 FMR LLC 0.19% of their portfolio BOSTON, MA 52,974,65553.0m $3.6bn $3.6bn 0.19% Added +5.3m +5,260,312
6 GOLDMAN SACHS GROUP INC 0.36% of their portfolio NEW YORK, NY 40,473,49740.5m $2.7bn $2.7bn 0.36% Added +10.9m +10,917,016
7 MORGAN STANLEY 0.15% of their portfolio NEW YORK, NY 36,882,22636.9m $2.5bn $2.5bn 0.15% Reduced -104.2k -104,232
8 RAYMOND JAMES FINANCIAL INC 0.76% of their portfolio ST. PETERSBURG, FL 36,437,01136.4m $2.5bn $2.5bn 0.76% Added +612.6k +612,629
9 ENVESTNET ASSET MANAGEMENT INC 0.65% of their portfolio Berwyn, PA 36,038,87536.0m $2.4bn $2.4bn 0.65% Added +1.8m +1,838,697
10 BlackRock, Inc. 0.03% of their portfolio New York, NY 27,964,90428.0m $1.9bn $1.9bn 0.03% Added +1.3m +1,273,384
11 UBS Group AG 0.29% of their portfolio ZURICH, V8 24,237,02924.2m $1.6bn $1.6bn 0.29% Added +1.1m +1,119,726
12 NORTHERN TRUST CORP 0.21% of their portfolio CHICAGO, IL 23,838,14823.8m $1.6bn $1.6bn 0.21% Added +372.0k +371,982
13 LPL Financial LLC 0.41% of their portfolio FORT MILL, SC 23,069,37723.1m $1.6bn $1.6bn 0.41% Reduced -6.1m -6,054,433
14 ROYAL BANK OF CANADA 0.28% of their portfolio TORONTO, A6 22,027,23822.0m $1.5bn $1.5bn 0.28% Reduced -3.2m -3,202,254
15 JPMORGAN CHASE & CO 0.07% of their portfolio NEW YORK, NY 16,820,23616.8m $1.1bn $1.1bn 0.07% Added +612.0k +612,019
16 Mariner, LLC 1.27% of their portfolio Overland Park, KS 16,112,54716.1m $1.1bn $1.1bn 1.27% Added +1.1m +1,070,257
17 PNC Financial Services Group, Inc. 0.62% of their portfolio Pittsburgh, PA 15,872,63915.9m $1.1bn $1.1bn 0.62% Added +260.2k +260,163
18 First Command Advisory Services, Inc. 7.19% of their portfolio FORT WORTH, TX 15,798,65015.8m $1.1bn $1.1bn 7.19% Added +128.8k +128,849
19 Acorns Advisers, LLC 6.94% of their portfolio IRVINE, CA 13,833,26513.8m $934.2m $934.2m 6.94% Added +181.1k +181,136
20 REGIONS FINANCIAL CORP 4.45% of their portfolio BIRMINGHAM, AL 10,146,01210.1m $685.2m $685.2m 4.45% Added +174.7k +174,731
21 TRUIST FINANCIAL CORP 0.91% of their portfolio CHARLOTTE, NC 9,954,22510.0m $672.2m $672.2m 0.91% Added +686.7k +686,726
22 KEYBANK NATIONAL ASSOCIATION/OH 2.26% of their portfolio BROOKLYN, OH 9,151,0439.2m $618.0m $618.0m 2.26% Added +93.8k +93,832
23 AMERIPRISE FINANCIAL INC 0.14% of their portfolio MINNEAPOLIS, MN 8,695,1318.7m $587.3m $587.3m 0.14% Reduced -205.6k -205,594
24 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 8.77% of their portfolio MILWAUKEE, WI 8,565,2588.6m $578.4m $578.4m 8.77% Reduced -2.6m -2,632,676
25 Millburn Ridgefield LLC /DE/ 12.03% of their portfolio New York, NY 8,281,6138.3m $559.3m $559.3m 12.03% Added +489.2k +489,160
26 Catalyst Capital Advisors LLC 10.42% of their portfolio San Juan, PR 8,281,6138.3m $559.3m $559.3m 10.42% Added +489.2k +489,160
27 JONES FINANCIAL COMPANIES LLLP 0.26% of their portfolio DES PERES, MO 8,269,7708.3m $548.8m $548.8m 0.26% Added +1.4m +1,442,304
28 Financial Engines Advisors L.L.C. 1.08% of their portfolio SANTA CLARA, CA 7,899,2747.9m $533.4m $533.4m 1.08% Reduced -324.5k -324,509
29 &PARTNERS 2.60% of their portfolio NASHVILLE, TN 7,777,8037.8m $526.0m $526.0m 2.60% Added +784.1k +784,063
30 HighTower Advisors, LLC 0.55% of their portfolio CHICAGO, IL 7,735,2227.7m $522.4m $522.4m 0.55% Reduced -145.9k -145,852
31 Wealthspire Advisors, LLC 4.09% of their portfolio NEW YORK, NY 7,709,4307.7m $520.6m $520.6m 4.09% Added +66.5k +66,478
32 FIFTH THIRD BANCORP 0.91% of their portfolio CINCINNATI, OH 7,404,6977.4m $500.0m $500.0m 0.91% Added +2.7m +2,724,330
33 Pathstone Holdings, LLC 1.90% of their portfolio ENGLEWOOD, NJ 7,085,0877.1m $478.5m $478.5m 1.90% Added +78.5k +78,483
34 BANK OF MONTREAL /CAN/ 0.19% of their portfolio TORONTO, A6 6,683,6076.7m $451.3m $451.3m 0.19% Added +88.4k +88,401
35 Starboard Value LP 8.62% of their portfolio New York, NY 5,830,6565.8m $393.7m $393.7m 8.62% Added +580.0k +580,000
36 BRIDGES INVESTMENT MANAGEMENT INC 5.29% of their portfolio OMAHA, NE 5,782,1885.8m $390.5m $390.5m 5.29% Reduced -233.0k -233,038
37 Municipal Employees' Retirement System of Michigan 4.37% of their portfolio LANSING, MI 5,705,0455.7m $385.3m $385.3m 4.37% Added +1.1m +1,108,262
38 Cerity Partners LLC 0.54% of their portfolio NEW YORK, NY 5,668,2645.7m $382.8m $382.8m 0.54% Added +566.0k +565,958
39 MAI Capital Management 2.10% of their portfolio INDEPENDENCE, OH 5,482,0465.5m $370.2m $370.2m 2.10% Added +52.8k +52,840
40 Alesco Advisors, LLC, An ESL Co 9.29% of their portfolio Pittsford, NY 5,389,6875.4m $364.0m $364.0m 9.29% Added +17.1k +17,136
41 US BANCORP \DE\ 0.42% of their portfolio MINNEAPOLIS, MN 5,076,4315.1m $342.8m $342.8m 0.42% Reduced -12.3k -12,265
42 Corient Private Wealth LP 0.47% of their portfolio MIAMI, FL 4,920,1354.9m $329.2m $329.2m 0.47% Reduced -4.5m -4,534,856
43 COMMONWEALTH EQUITY SERVICES, LLC 0.46% of their portfolio WALTHAM, MA 4,857,6474.9m $328.0m $328.0m 0.46% Reduced -313.2k -313,190
44 Creative Planning 0.22% of their portfolio OVERLAND PARK, KS 4,838,5494.8m $326.7m $326.7m 0.22% Added +78.0k +77,986
45 HUNTINGTON NATIONAL BANK 1.72% of their portfolio COLUMBUS, OH 4,622,6604.6m $312.2m $312.2m 1.72% Added +99.4k +99,363
46 Circle Wealth Management, LLC 4.42% of their portfolio SUMMIT, NJ 4,587,0954.6m $309.8m $309.8m 4.42% Reduced -27.8k -27,786
47 DAVIS R M INC 4.39% of their portfolio PORTLAND, ME 3,660,2763.7m $247.2m $247.2m 4.39% Added +90.5k +90,540
48 Baird Financial Group, Inc. 0.37% of their portfolio MILWAUKEE, WI 3,539,4163.5m $239.0m $239.0m 0.37% Added +73.5k +73,506
49 Cetera Investment Advisers 0.25% of their portfolio SCHAUMBURG, IL 3,532,9593.5m $238.6m $238.6m 0.25% Reduced -98.1k -98,102
50 Valeo Financial Advisors, LLC 5.01% of their portfolio CARMEL, IN 3,212,9803.2m $209.6m $209.6m 5.01% Reduced -133.0k -133,028
51 FRANKLIN RESOURCES INC 0.05% of their portfolio San Mateo, CA 3,139,5453.1m $212.0m $212.0m 0.05% Reduced -32.8k -32,763
52 OSAIC HOLDINGS, INC. 0.31% of their portfolio SCOTTSDALE, AZ 3,119,2703.1m $210.6m $210.6m 0.31% Added +258.4k +258,387
53 Rockefeller Capital Management L.P. 0.37% of their portfolio NEW YORK, NY 3,114,6963.1m $210.3m $210.3m 0.37% Added +226.1k +226,050
54 CITIZENS FINANCIAL GROUP INC/RI 2.87% of their portfolio PROVIDENCE, RI 3,056,9603.1m $206.4m $206.4m 2.87% Added +24.2k +24,181
55 Steward Partners Investment Advisory, LLC 1.05% of their portfolio STAMFORD, CT 3,052,1633.1m $206.1m $206.1m 1.05% Reduced -27.4k -27,358
56 MML INVESTORS SERVICES, LLC 0.54% of their portfolio SPRINGFIELD, MA 2,896,4732.9m $195.6m $195.6m 0.54% Reduced -412.7k -412,674
57 First Financial Bankshares Inc 3.91% of their portfolio Abilene, TX 2,865,2492.9m $193.5m $193.5m 3.91% Reduced -55.5k -55,504
58 Bleakley Financial Group, LLC 2.70% of their portfolio PARSIPPANY, NJ 2,560,1442.6m $172.9m $172.9m 2.70% Added +709.3k +709,317
59 BLB&B Advisors, LLC 7.13% of their portfolio MONTGOMERYVILLE, PA 2,556,6022.6m $172.6m $172.6m 7.13% Added +64.9k +64,939
60 STIFEL FINANCIAL CORP 0.16% of their portfolio ST. LOUIS, MO 2,520,9642.5m $170.2m $170.2m 0.16% Added +41.9k +41,882
61 Haverford Trust Co 1.54% of their portfolio Radnor, PA 2,482,0542.5m $167.6m $167.6m 1.54% Reduced -103.2k -103,173
62 Focus Partners Wealth 0.19% of their portfolio ST LOUIS, MO 2,471,0802.5m $166.9m $166.9m 0.19% Added +54.9k +54,870
63 Alaska Permanent Capital Management, LLC 11.20% of their portfolio ANCHORAGE, AK 2,368,5052.4m $159.8m $159.8m 11.20% Added +148.1k +148,080
64 Sand Hill Global Advisors, LLC 5.34% of their portfolio Palo Alto, CA 2,349,1942.3m $158.6m $158.6m 5.34% Added +65.9k +65,908
65 Atlantic Union Bankshares Corp 3.04% of their portfolio GLEN ALLEN, VA 2,342,2482.3m $158.2m $158.2m 3.04% Reduced -105.9k -105,886
66 CAPTRUST FINANCIAL ADVISORS 0.27% of their portfolio RALEIGH, NC 2,276,3022.3m $153.7m $153.7m 0.27% Reduced -51.2k -51,225
67 Cresset Asset Management, LLC 0.63% of their portfolio Chicago, IL 2,162,7432.2m $146.1m $146.1m 0.63% Added +52.4k +52,389
68 BNP PARIBAS FINANCIAL MARKETS 0.10% of their portfolio PARIS, I0 2,161,0452.2m $145.9m $145.9m 0.10% Added +1.9m +1,904,286
69 Members Trust Co 4.79% of their portfolio TAMPA, FL 2,134,4582.1m $144.1m $144.1m 4.79% Reduced -30.1k -30,139
70 Mesirow Financial Investment Management, Inc. 2.26% of their portfolio CHICAGO, IL 2,063,9352.1m $139.4m $139.4m 2.26% Added +1.5m +1,476,421
71 SWF LLC 11.93% of their portfolio OMAHA, NE 2,026,0212.0m $136.8m $136.8m 11.93% Added +157.2k +157,175
72 CAHABA WEALTH MANAGEMENT, INC. 9.26% of their portfolio Atlanta, GA 2,020,6592.0m $136.5m $136.5m 9.26% Added +62.4k +62,411
73 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.29% of their portfolio PLYMOUTH, MN 2,014,4962.0m $130.0m $130.0m 0.29% Reduced -536.4k -536,413
74 SIGMA INVESTMENT COUNSELORS INC 6.99% of their portfolio NORTHVILLE, MI 1,958,0832.0m $132.2m $132.2m 6.99% Reduced -77.2k -77,219
75 MERCER GLOBAL ADVISORS INC /ADV 0.19% of their portfolio DENVER, CO 1,939,5541.9m $131.0m $131.0m 0.19% Reduced -335.6k -335,550
76 FARMERS & MERCHANTS INVESTMENTS INC 3.51% of their portfolio LINCOLN, NE 1,885,2651.9m $127.3m $127.3m 3.51% Added +53.1k +53,148
77 Hamilton Capital, LLC 6.49% of their portfolio COLUMBUS, OH 1,854,4311.9m $125.2m $125.2m 6.49% Added +38.6k +38,618
78 WHITTIER TRUST CO 1.41% of their portfolio SOUTH PASADENA, CA 1,821,9781.8m $124.7m $124.7m 1.41% Added +1.6k +1,568
79 Badgley Phelps Wealth Managers, LLC 2.42% of their portfolio SEATTLE, WA 1,797,9371.8m $121.4m $121.4m 2.42% Added +10.1k +10,134
80 Fiduciary Trust Co 1.41% of their portfolio Boston, MA 1,770,8941.8m $119.6m $119.6m 1.41% Reduced -33.8k -33,805
81 UMB Bank, n.a. 1.66% of their portfolio Kansas City, MO 1,765,8981.8m $119.3m $119.3m 1.66% Reduced -54.7k -54,704
82 MONETA GROUP INVESTMENT ADVISORS LLC 0.88% of their portfolio ST LOUIS, MO 1,725,3211.7m $116.5m $116.5m 0.88% Added +2.6k +2,583
83 Acropolis Investment Management, LLC 5.13% of their portfolio ST. LOUIS, MO 1,720,4041.7m $116.2m $116.2m 5.13% Reduced -5.5k -5,513
84 BOKF, NA 1.74% of their portfolio TULSA, OK 1,682,6381.7m $113.6m $113.6m 1.74% Added +5.9k +5,948
85 BESSEMER GROUP INC 0.18% of their portfolio WOODBRIDGE, NJ 1,671,4791.7m $112.9m $112.9m 0.18% Added +35.7k +35,688
86 AlTi Global, Inc. 2.38% of their portfolio NEW YORK, NY 1,621,3961.6m $109.5m $109.5m 2.38% Added +20.7k +20,713
87 Lutz Financial Services LLC 7.25% of their portfolio OMAHA, NE 1,598,4741.6m $107.9m $107.9m 7.25% Added +20.1k +20,076
88 Wealthquest Corp 3.90% of their portfolio CINCINNATI, OH 1,595,2981.6m $106.5m $106.5m 3.90% Added +807.6k +807,614
89 FLPUTNAM INVESTMENT MANAGEMENT CO 1.58% of their portfolio PORTLAND, ME 1,571,3301.6m $106.1m $106.1m 1.58% Reduced -31.0k -31,026
90 GREENLEAF TRUST 1.04% of their portfolio KALAMAZOO, MI 1,565,3051.6m $105.7m $105.7m 1.04% Reduced -79.0k -78,954
91 Klingman & Associates, LLC 5.03% of their portfolio New York, NY 1,556,1451.6m $105.1m $105.1m 5.03% Added +43.4k +43,379
92 First Interstate Bank 5.88% of their portfolio Billings, MT 1,548,7991.5m $104.6m $104.6m 5.88% Added +31.2k +31,235
93 Dynasty Wealth Management, LLC 0.87% of their portfolio ST. PETERSBURG, FL 1,470,4941.5m $99.3m $99.3m 0.87% Added +1.2m +1,177,199
94 HORAN Wealth, LLC 9.33% of their portfolio CINCINNATI, OH 1,470,1761.5m $98.2m $98.2m 9.33% Added +736.4k +736,440
95 Avidian Wealth Enterprises, LLC 3.13% of their portfolio Houston, TX 1,460,8911.5m $98.7m $98.7m 3.13% Added +391.5k +391,474
96 Ally Invest Advisors Inc. 6.64% of their portfolio CHARLOTTE, NC 1,460,1941.5m $98.6m $98.6m 6.64% Added +42.4k +42,424
97 SAGE FINANCIAL GROUP INC 6.39% of their portfolio W. CONSHOHOCKEN, PA 1,454,6161.5m $98.2m $98.2m 6.39% Added +42.2k +42,182
98 Connecticut Wealth Management, LLC 4.08% of their portfolio FARMINGTON, CT 1,442,5141.4m $97.4m $97.4m 4.08% Reduced -398.1k -398,147
99 Beacon Pointe Advisors, LLC 0.52% of their portfolio NEWPORT BEACH, CA 1,438,2141.4m $97.1m $97.1m 0.52% Added +931.1k +931,067
100 Cambridge Investment Research Advisors, Inc. 0.25% of their portfolio FAIRFIELD, IA 1,424,3091.4m $96.2m $96.2m 0.25% Added +277.8k +277,844