Vault-13

ISHARES TR IJH

CORE S&P MCP ETF · ETP · CUSIP 464287507

2,738 institutional holders +75 vs Q1 2026
1,307,808,9911.3bn shares reported held*
$101.1bnreported value*
156 new 1,107 added 1,032 reduced 75 sold out net bought ≈ $3.5bn (+45.2m 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 ($198.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $77.27. Options: 10 managers hold calls ($3.4bn notional), 2 hold puts ($2.0m).

Trends to Q2 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: 2,663Q2 26: 2,7382,738Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 20262,738

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ3 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 25Q3 25: 1,080 bought or addedQ3 25: 1,041 cut or sold outQ4 25: 1,188 bought or addedQ4 25: 984 cut or sold outQ4 25Q1 26: 1,202 bought or addedQ1 26: 1,129 cut or sold outQ2 26: 1,263 bought or addedQ2 26: 1,107 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241,186813
Q4 20241,190832
Q1 20251,214986
Q2 20251,0741,090
Q3 20251,0801,041
Q4 20251,188984
Q1 20261,2021,129
Q2 20261,2631,107

Calls vs puts

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

CallsPuts
$0$1bn$2bn$3bn$4bnQ3 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 0.00Q2 26 calls: $3.4bnQ2 26 puts: $2.0mQ2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$3.6bn$4.4m0.00
Q4 2025$3.6bn$10.9m0.00
Q1 2026$3.9bn$9.5m0.00
Q2 2026$3.4bn$2.0m0.00

Biggest buyers

MORGAN STANLEY Added +4,262,063+4.3m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +4,017,678+4.0m
WELLS FARGO & COMPANY/MN Added +3,496,611+3.5m
Starboard Value LP Added +3,047,125+3.0m
GOLDMAN SACHS GROUP INC Added +2,889,391+2.9m
RAYMOND JAMES FINANCIAL INC Added +2,627,179+2.6m
KEYBANK NATIONAL ASSOCIATION/OH Added +2,493,710+2.5m
FMR LLC Added +1,868,525+1.9m
Bank of New York Mellon Corp Added +1,762,099+1.8m
Cambridge Investment Research Advisors, Inc. Added +1,685,529+1.7m

Biggest sellers

BNP PARIBAS FINANCIAL MARKETS Reduced -2,152,666-2.2m
Steward Partners Investment Advisory, LLC Reduced -1,666,271-1.7m
REGIONS FINANCIAL CORP Reduced -1,508,053-1.5m
Mesirow Financial Investment Management, Inc. Reduced -824,082-824.1k
Wealthquest Corp Reduced -791,421-791.4k
HighTower Advisors, LLC Reduced -715,983-716.0k
HORAN Wealth, LLC Reduced -693,531-693.5k
Independent Advisor Alliance Reduced -566,065-566.1k
PRINCIPAL FINANCIAL GROUP INC Reduced -556,616-556.6k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -544,463-544.5k

Biggest calls

SIMPLEX TRADING, LLC Reduced $3.3bn26.9m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $36.0m467.0k shares
JANE STREET GROUP, LLC Reduced $14.3m185.7k shares
CITADEL ADVISORS LLC Reduced $9.3m121.1k shares
IMC-Chicago, LLC Reduced $5.1m65.0k shares
Belvedere Trading LLC New $963.9k12.5k shares
J. Goldman & Co LP New $616.9k8.0k shares
GROUP ONE TRADING LLC Unchanged $205.3k2.5k shares
Avidian Wealth Enterprises, LLC Unchanged $30.8k400 shares
Lavaca Capital LLC Unchanged $30.8k400 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.1m14.4k shares
CITADEL ADVISORS LLC Reduced $855.9k11.1k 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 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5.47% of their portfolio MILWAUKEE, WI 132,841,270132.8m $10.2bn $10.2bn 5.47% Added +4.0m +4,017,678
2 BANK OF AMERICA CORP /DE/ 0.33% of their portfolio CHARLOTTE, NC 67,302,59967.3m $5.2bn $5.2bn 0.33% Added +139.6k +139,617
3 Bank of New York Mellon Corp 0.77% of their portfolio NEW YORK, NY 60,496,27260.5m $4.7bn $4.7bn 0.77% Added +1.8m +1,762,099
4 WELLS FARGO & COMPANY/MN 0.76% of their portfolio SAN FRANCISCO, CA 57,005,00457.0m $4.4bn $4.4bn 0.76% Added +3.5m +3,496,611
5 FMR LLC 0.18% of their portfolio BOSTON, MA 54,843,18054.8m $4.2bn $4.2bn 0.18% Added +1.9m +1,868,525
6 GOLDMAN SACHS GROUP INC 0.35% of their portfolio NEW YORK, NY 43,362,88843.4m $3.3bn $3.3bn 0.35% Added +2.9m +2,889,391
7 MORGAN STANLEY 0.17% of their portfolio NEW YORK, NY 41,144,28941.1m $3.2bn $3.2bn 0.17% Added +4.3m +4,262,063
8 RAYMOND JAMES FINANCIAL INC 0.82% of their portfolio ST. PETERSBURG, FL 39,064,19039.1m $3.0bn $3.0bn 0.82% Added +2.6m +2,627,179
9 ENVESTNET ASSET MANAGEMENT INC 0.68% of their portfolio Berwyn, PA 37,195,08037.2m $2.9bn $2.9bn 0.68% Added +1.2m +1,156,205
10 BlackRock, Inc. 0.03% of their portfolio New York, NY 29,075,31329.1m $2.2bn $2.2bn 0.03% Added +1.1m +1,110,409
11 UBS Group AG 0.32% of their portfolio ZURICH, V8 25,918,01725.9m $2.0bn $2.0bn 0.32% Added +1.7m +1,680,988
12 NORTHERN TRUST CORP 0.22% of their portfolio CHICAGO, IL 24,548,41924.5m $1.9bn $1.9bn 0.22% Added +710.3k +710,271
13 LPL Financial LLC 0.40% of their portfolio FORT MILL, SC 22,963,21323.0m $1.8bn $1.8bn 0.40% Reduced -106.2k -106,164
14 ROYAL BANK OF CANADA 0.29% of their portfolio TORONTO, A6 22,450,92422.5m $1.7bn $1.7bn 0.29% Added +423.7k +423,686
15 JPMORGAN CHASE & CO 0.08% of their portfolio NEW YORK, NY 17,929,01017.9m $1.4bn $1.4bn 0.08% Added +1.1m +1,108,774
16 Mariner, LLC 1.33% of their portfolio Overland Park, KS 16,401,45016.4m $1.3bn $1.3bn 1.33% Added +288.9k +288,903
17 PNC Financial Services Group, Inc. 0.62% of their portfolio Pittsburgh, PA 16,281,92616.3m $1.3bn $1.3bn 0.62% Added +409.3k +409,287
18 First Command Advisory Services, Inc. 7.36% of their portfolio FORT WORTH, TX 16,051,57916.1m $1.2bn $1.2bn 7.36% Added +252.9k +252,929
19 Acorns Advisers, LLC 7.09% of their portfolio IRVINE, CA 14,093,25714.1m $1.1bn $1.1bn 7.09% Added +260.0k +259,992
20 KEYBANK NATIONAL ASSOCIATION/OH 2.95% of their portfolio BROOKLYN, OH 11,644,75311.6m $897.9m $897.9m 2.95% Added +2.5m +2,493,710
21 TRUIST FINANCIAL CORP 0.98% of their portfolio CHARLOTTE, NC 10,617,30010.6m $818.7m $818.7m 0.98% Added +663.1k +663,075
22 JONES FINANCIAL COMPANIES LLLP 0.28% of their portfolio DES PERES, MO 9,268,7319.3m $707.7m $707.7m 0.28% Added +999.0k +998,961
23 Starboard Value LP 15.14% of their portfolio New York, NY 8,877,7818.9m $684.6m $684.6m 15.14% Added +3.0m +3,047,125
24 Millburn Ridgefield LLC /DE/ 12.77% of their portfolio New York, NY 8,745,5348.7m $674.4m $674.4m 12.77% Added +463.9k +463,921
25 Catalyst Capital Advisors LLC 11.19% of their portfolio San Juan, PR 8,745,5348.7m $674.4m $674.4m 11.19% Added +463.9k +463,921
26 REGIONS FINANCIAL CORP 3.98% of their portfolio BIRMINGHAM, AL 8,637,9598.6m $666.1m $666.1m 3.98% Reduced -1.5m -1,508,053
27 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 7.70% of their portfolio MILWAUKEE, WI 8,517,6408.5m $656.8m $656.8m 7.70% Reduced -47.6k -47,618
28 &PARTNERS 2.64% of their portfolio NASHVILLE, TN 8,336,9898.3m $643.0m $643.0m 2.64% Added +559.2k +559,186
29 AMERIPRISE FINANCIAL INC 0.13% of their portfolio MINNEAPOLIS, MN 8,222,2848.2m $634.5m $634.5m 0.13% Reduced -472.8k -472,847
30 FIFTH THIRD BANCORP 1.02% of their portfolio CINCINNATI, OH 8,149,8788.1m $628.4m $628.4m 1.02% Added +745.2k +745,181
31 Wealthspire Advisors, LLC 3.38% of their portfolio NEW YORK, NY 7,961,7788.0m $613.9m $613.9m 3.38% Added +252.3k +252,348
32 Financial Engines Advisors L.L.C. 1.06% of their portfolio SANTA CLARA, CA 7,764,9397.8m $598.8m $598.8m 1.06% Reduced -134.3k -134,335
33 Pathstone Holdings, LLC 1.59% of their portfolio ENGLEWOOD, NJ 7,069,0137.1m $545.1m $545.1m 1.59% Reduced -16.1k -16,074
34 HighTower Advisors, LLC 0.52% of their portfolio CHICAGO, IL 7,019,2397.0m $541.3m $541.3m 0.52% Reduced -716.0k -715,983
35 BANK OF MONTREAL /CAN/ 0.19% of their portfolio TORONTO, A6 6,634,4316.6m $511.6m $511.6m 0.19% Reduced -49.2k -49,176
36 Cerity Partners LLC 0.56% of their portfolio NEW YORK, NY 6,009,2596.0m $463.4m $463.4m 0.56% Added +341.0k +340,995
37 BRIDGES INVESTMENT MANAGEMENT INC 5.47% of their portfolio OMAHA, NE 5,830,8855.8m $449.6m $449.6m 5.47% Added +48.7k +48,697
38 Municipal Employees' Retirement System of Michigan 4.86% of their portfolio LANSING, MI 5,705,0455.7m $439.9m $439.9m 4.86% Unchanged
39 MAI Capital Management 1.65% of their portfolio INDEPENDENCE, OH 5,616,5985.6m $433.1m $433.1m 1.65% Added +134.6k +134,552
40 Alesco Advisors, LLC, An ESL Co 9.50% of their portfolio Pittsford, NY 5,379,0275.4m $414.8m $414.8m 9.50% Reduced -10.7k -10,660
41 US BANCORP \DE\ 0.43% of their portfolio MINNEAPOLIS, MN 5,165,9445.2m $398.3m $398.3m 0.43% Added +89.5k +89,513
42 Corient Private Wealth LP 0.55% of their portfolio MIAMI, FL 5,114,2585.1m $394.4m $394.4m 0.55% Added +194.1k +194,123
43 Creative Planning 0.22% of their portfolio OVERLAND PARK, KS 4,887,9594.9m $376.9m $376.9m 0.22% Added +49.4k +49,410
44 HUNTINGTON NATIONAL BANK 1.75% of their portfolio COLUMBUS, OH 4,669,9104.7m $360.1m $360.1m 1.75% Added +47.2k +47,250
45 Circle Wealth Management, LLC 4.44% of their portfolio SUMMIT, NJ 4,587,1044.6m $353.7m $353.7m 4.44% Added +9 +9
46 COMMONWEALTH EQUITY SERVICES, LLC 0.42% of their portfolio WALTHAM, MA 4,313,1844.3m $332.6m $332.6m 0.42% Reduced -544.5k -544,463
47 DAVIS R M INC 4.53% of their portfolio PORTLAND, ME 3,721,0503.7m $286.9m $286.9m 4.53% Added +60.8k +60,774
48 Rockefeller Capital Management L.P. 0.44% of their portfolio NEW YORK, NY 3,700,5913.7m $285.4m $285.4m 0.44% Added +585.9k +585,895
49 Cetera Investment Advisers 0.25% of their portfolio SCHAUMBURG, IL 3,615,9093.6m $278.8m $278.8m 0.25% Added +83.0k +82,950
50 Baird Financial Group, Inc. 0.37% of their portfolio MILWAUKEE, WI 3,518,1813.5m $271.3m $271.3m 0.37% Reduced -21.2k -21,235
51 MML INVESTORS SERVICES, LLC 0.54% of their portfolio SPRINGFIELD, MA 3,444,2353.4m $265.6m $265.6m 0.54% Added +547.8k +547,762
52 OSAIC HOLDINGS, INC. 0.31% of their portfolio SCOTTSDALE, AZ 3,440,4983.4m $265.3m $265.3m 0.31% Added +321.2k +321,228
53 Valeo Financial Advisors, LLC 4.99% of their portfolio CARMEL, IN 3,198,8713.2m $236.3m $236.3m 4.99% Reduced -14.1k -14,109
54 FRANKLIN RESOURCES INC 0.05% of their portfolio San Mateo, CA 3,123,1463.1m $240.8m $240.8m 0.05% Reduced -16.4k -16,399
55 Cambridge Investment Research Advisors, Inc. 0.27% of their portfolio FAIRFIELD, IA 3,109,8383.1m $239.8m $239.8m 0.27% Added +1.7m +1,685,529
56 CITIZENS FINANCIAL GROUP INC/RI 2.86% of their portfolio PROVIDENCE, RI 3,076,3313.1m $237.2m $237.2m 2.86% Added +19.4k +19,371
57 First Financial Bankshares Inc 4.22% of their portfolio Abilene, TX 2,927,4102.9m $225.7m $225.7m 4.22% Added +62.2k +62,161
58 Bleakley Financial Group, LLC 2.71% of their portfolio PARSIPPANY, NJ 2,762,9272.8m $213.0m $213.0m 2.71% Added +202.8k +202,783
59 BLB&B Advisors, LLC 7.48% of their portfolio MONTGOMERYVILLE, PA 2,650,8632.7m $204.4m $204.4m 7.48% Added +94.3k +94,261
60 STIFEL FINANCIAL CORP 0.16% of their portfolio ST. LOUIS, MO 2,500,2632.5m $192.8m $192.8m 0.16% Reduced -20.7k -20,701
61 Haverford Trust Co 1.66% of their portfolio Radnor, PA 2,487,4292.5m $191.8m $191.8m 1.66% Added +5.4k +5,375
62 Focus Partners Wealth 0.19% of their portfolio ST LOUIS, MO 2,454,5352.5m $189.3m $189.3m 0.19% Reduced -16.5k -16,545
63 Alaska Permanent Capital Management, LLC 11.89% of their portfolio ANCHORAGE, AK 2,361,4872.4m $182.0m $182.0m 11.89% Reduced -7.0k -7,018
64 Atlantic Union Bankshares Corp 3.01% of their portfolio GLEN ALLEN, VA 2,339,0522.3m $180.4m $180.4m 3.01% Reduced -3.2k -3,196
65 CAPTRUST FINANCIAL ADVISORS 0.27% of their portfolio RALEIGH, NC 2,284,9202.3m $176.2m $176.2m 0.27% Added +8.6k +8,618
66 Cresset Asset Management, LLC 0.62% of their portfolio Chicago, IL 2,191,6832.2m $169.0m $169.0m 0.62% Added +28.9k +28,940
67 Members Trust Co 5.10% of their portfolio TAMPA, FL 2,125,1132.1m $163.9m $163.9m 5.10% Reduced -9.3k -9,345
68 CAHABA WEALTH MANAGEMENT, INC. 9.60% of their portfolio Atlanta, GA 2,064,7282.1m $159.2m $159.2m 9.60% Added +44.1k +44,069
69 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.25% of their portfolio PLYMOUTH, MN 2,044,4002.0m $146.3m $146.3m 0.25% Added +29.9k +29,904
70 SWF LLC 10.50% of their portfolio OMAHA, NE 2,035,0882.0m $156.9m $156.9m 10.50% Added +9.1k +9,067
71 FARMERS & MERCHANTS INVESTMENTS INC 3.62% of their portfolio LINCOLN, NE 1,938,9371.9m $149.5m $149.5m 3.62% Added +53.7k +53,672
72 WHITTIER TRUST CO 1.42% of their portfolio SOUTH PASADENA, CA 1,898,5891.9m $145.1m $145.1m 1.42% Added +76.6k +76,611
73 SIGMA INVESTMENT COUNSELORS INC 7.13% of their portfolio NORTHVILLE, MI 1,897,4111.9m $146.3m $146.3m 7.13% Reduced -60.7k -60,672
74 Hamilton Capital, LLC 7.03% of their portfolio COLUMBUS, OH 1,840,6751.8m $141.9m $141.9m 7.03% Reduced -13.8k -13,756
75 Badgley Phelps Wealth Managers, LLC 2.46% of their portfolio SEATTLE, WA 1,821,5481.8m $140.5m $140.5m 2.46% Added +23.6k +23,611
76 Sand Hill Global Advisors, LLC 4.21% of their portfolio Palo Alto, CA 1,811,3441.8m $139.7m $139.7m 4.21% Reduced -537.9k -537,850
77 BROWN BROTHERS HARRIMAN & CO 0.60% of their portfolio NEW YORK, NY 1,775,1761.8m $136.9m $136.9m 0.60% Added +1.5m +1,480,184
78 MONETA GROUP INVESTMENT ADVISORS LLC 1.00% of their portfolio ST LOUIS, MO 1,758,6011.8m $135.6m $135.6m 1.00% Added +33.3k +33,280
79 Acropolis Investment Management, LLC 5.26% of their portfolio ST. LOUIS, MO 1,727,8631.7m $133.2m $133.2m 5.26% Added +7.5k +7,459
80 Fiduciary Trust Co 1.45% of their portfolio Boston, MA 1,725,7161.7m $133.1m $133.1m 1.45% Reduced -45.2k -45,178
81 UMB Bank, n.a. 1.67% of their portfolio Kansas City, MO 1,710,9911.7m $131.9m $131.9m 1.67% Reduced -54.9k -54,907
82 BOKF, NA 1.79% of their portfolio TULSA, OK 1,687,7391.7m $130.1m $130.1m 1.79% Added +5.1k +5,101
83 MERCER GLOBAL ADVISORS INC /ADV 0.16% of their portfolio DENVER, CO 1,672,6091.7m $129.0m $129.0m 0.16% Reduced -266.9k -266,945
84 Lutz Financial Services LLC 7.59% of their portfolio OMAHA, NE 1,615,3911.6m $124.6m $124.6m 7.59% Added +16.9k +16,917
85 Klingman & Associates, LLC 5.27% of their portfolio New York, NY 1,604,1691.6m $123.7m $123.7m 5.27% Added +48.0k +48,024
86 AlTi Global, Inc. 2.54% of their portfolio NEW YORK, NY 1,592,5141.6m $122.8m $122.8m 2.54% Reduced -28.9k -28,882
87 First Interstate Bank 6.29% of their portfolio Billings, MT 1,563,9091.6m $120.6m $120.6m 6.29% Added +15.1k +15,110
88 Orgel Wealth Management, LLC 2.26% of their portfolio ALTOONA, WI 1,548,6291.5m $119.4m $119.4m 2.26% New
89 Destination Wealth Management 2.79% of their portfolio Walnut Creek, CA 1,548,2481.5m $119.4m $119.4m 2.79% Added +490.1k +490,090
90 FLPUTNAM INVESTMENT MANAGEMENT CO 1.41% of their portfolio PORTLAND, ME 1,532,8501.5m $118.2m $118.2m 1.41% Reduced -38.5k -38,480
91 Avidian Wealth Enterprises, LLC 3.23% of their portfolio Houston, TX 1,510,1261.5m $116.4m $116.4m 3.23% Added +49.2k +49,235
92 SAGE FINANCIAL GROUP INC 6.36% of their portfolio W. CONSHOHOCKEN, PA 1,488,1961.5m $114.8m $114.8m 6.36% Added +33.6k +33,580
93 Kestra Advisory Services, LLC 0.37% of their portfolio AUSTIN, TX 1,486,0921.5m $114.6m $114.6m 0.37% Added +542.5k +542,493
94 GREENLEAF TRUST 1.10% of their portfolio KALAMAZOO, MI 1,484,0861.5m $114.4m $114.4m 1.10% Reduced -81.2k -81,219
95 Dynasty Wealth Management, LLC 0.85% of their portfolio ST. PETERSBURG, FL 1,479,1371.5m $114.1m $114.1m 0.85% Added +8.6k +8,643
96 Ally Invest Advisors Inc. 6.83% of their portfolio CHARLOTTE, NC 1,467,7921.5m $113.2m $113.2m 6.83% Added +7.6k +7,598
97 BESSEMER GROUP INC 0.16% of their portfolio WOODBRIDGE, NJ 1,465,0081.5m $113.0m $113.0m 0.16% Reduced -206.5k -206,471
98 FIL Ltd 0.08% of their portfolio HAMILTON, D0 1,462,1181.5m $112.7m $112.7m 0.08% Added +165.7k +165,700
99 Beacon Pointe Advisors, LLC 0.50% of their portfolio NEWPORT BEACH, CA 1,396,8561.4m $107.7m $107.7m 0.50% Reduced -41.4k -41,358
100 Accredited Investors Inc. 4.65% of their portfolio EDINA, MN 1,394,9141.4m $107.6m $107.6m 4.65% Reduced -19.0k -18,965