ISHARES TR IWF
RUS 1000 GRW ETF · ETP · CUSIP 464287614
1,581
institutional holders
196.9m
shares reported held*
$41.4bnreported 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 ($164.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $210.44. Options: 6 managers hold calls ($62.1m notional), 6 hold puts ($96.0m).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $28.6m135.9k shares |
| CITADEL ADVISORS LLC | — | $23.7m112.7k shares |
| Paladin Advisory Group, LLC | — | $5.8m27.7k shares |
| WOLVERINE TRADING, LLC | — | $3.9m18.4k shares |
| Cutler Group LLC / CA | — | $45.0k11.7k shares |
| Parallax Volatility Advisers, L.P. | — | $21.0k100 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $53.9m256.2k shares |
| CITADEL ADVISORS LLC | — | $29.7m141.1k shares |
| GOLDMAN SACHS GROUP INC | — | $5.3m25.0k shares |
| WOLVERINE TRADING, LLC | — | $4.9m22.7k shares |
| Parallax Volatility Advisers, L.P. | — | $2.1m10.0k shares |
| Cutler Group LLC / CA | — | $183.0k15.7k 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 |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.97% of their portfolio | 34.9m $7.4bn | — |
| MORGAN STANLEY 0.60% of their portfolio | 20.8m $4.4bn | — |
| FMR LLC 0.27% of their portfolio | 12.2m $2.6bn | — |
| GOLDMAN SACHS GROUP INC 0.59% of their portfolio | 9.7m $2.0bn | — |
| JPMORGAN CHASE & CO 0.25% of their portfolio | 7.5m $1.6bn | — |
| UBS Group AG 0.73% of their portfolio | 6.1m $1.3bn | — |
| ENVESTNET ASSET MANAGEMENT INC 0.59% of their portfolio | 4.9m $1.0bn | — |
| WELLS FARGO & COMPANY/MN 0.33% of their portfolio | 4.5m $955.7m | — |
| NORTHERN TRUST CORP 0.19% of their portfolio | 4.0m $835.9m | — |
| PNC Financial Services Group, Inc. 0.72% of their portfolio | 3.3m $690.6m | — |
| RAYMOND JAMES & ASSOCIATES 0.64% of their portfolio | 3.0m $631.7m | — |
| SYNOVUS FINANCIAL CORP 7.54% of their portfolio | 2.9m $615.4m | — |
| ALLIANCEBERNSTEIN L.P. 0.30% of their portfolio | 2.9m $608.9m | — |
| LPL Financial LLC 0.57% of their portfolio | 2.8m $586.5m | — |
| TIAA, FSB 2.32% of their portfolio | 2.6m $541.2m | — |
| M&T Bank Corp 2.18% of their portfolio | 2.3m $491.0m | — |
| Nuveen Asset Management, LLC 0.20% of their portfolio | 2.3m $489.6m | — |
| TRUIST FINANCIAL CORP 0.89% of their portfolio | 2.2m $463.5m | — |
| Baird Financial Group, Inc. 1.36% of their portfolio | 2.2m $462.1m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 1.08% of their portfolio | 2.0m $419.3m | — |
| J.P. Morgan Private Wealth Advisors LLC 1.03% of their portfolio | 1.9m $394.4m | — |
| Cresset Asset Management, LLC 4.51% of their portfolio | 1.7m $357.0m | — |
| ROYAL BANK OF CANADA 0.11% of their portfolio | 1.5m $320.2m | — |
| SVB WEALTH LLC 4.28% of their portfolio | 1.4m $292.9m | — |
| AMERIPRISE FINANCIAL INC 0.10% of their portfolio | 1.3m $274.2m | — |
| Bank of New York Mellon Corp 0.06% of their portfolio | 1.3m $267.0m | — |
| SIGNATUREFD, LLC 9.13% of their portfolio | 1.3m $266.6m | — |
| STIFEL FINANCIAL CORP 0.41% of their portfolio | 1.2m $253.1m | — |
| BlackRock Inc. 0.01% of their portfolio | 1.1m $229.3m | — |
| HighTower Advisors, LLC 0.60% of their portfolio | 1.1m $224.5m | — |
| US BANCORP \DE\ 0.46% of their portfolio | 1.1m $223.9m | — |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 1.0m $220.6m | — |
| STALEY CAPITAL ADVISERS INC 6.35% of their portfolio | 936.7k $197.1m | — |
| Raymond James Financial Services Advisors, Inc. 0.37% of their portfolio | 784.2k $165.0m | — |
| OSAIC HOLDINGS, INC. 0.37% of their portfolio | 772.3k $162.5m | — |
| Janney Montgomery Scott LLC 0.67% of their portfolio | 740.0k $155.7m | — |
| PRUDENTIAL FINANCIAL INC 0.26% of their portfolio | 705.0k $150.9m | — |
| Waldron Private Wealth LLC 9.04% of their portfolio | 691.4k $145.5m | — |
| CITIGROUP INC 0.20% of their portfolio | 689.6k $145.1m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.23% of their portfolio | 616.2k $129.7m | — |
| OAKWORTH CAPITAL, INC. 14.17% of their portfolio | 609.0k $128.1m | — |
| REGIONS FINANCIAL CORP 1.26% of their portfolio | 593.4k $124.9m | — |
| POLEN CAPITAL MANAGEMENT LLC 0.35% of their portfolio | 590.4k $124.2m | — |
| 1ST SOURCE BANK 9.03% of their portfolio | 590.0k $124.1m | — |
| BALASA DINVERNO & FOLTZ LLC 7.61% of their portfolio | 572.8k $120.5m | — |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 5.02% of their portfolio | 556.5k $117.1m | — |
| COMMERCE BANK 0.97% of their portfolio | 530.1k $111.5m | — |
| Equitable Holdings, Inc. 2.14% of their portfolio | 521.4k $109.7m | — |
| CIBC Private Wealth Group LLC 0.29% of their portfolio | 512.0k $107.7m | — |
| MML INVESTORS SERVICES, LLC 0.80% of their portfolio | 502.6k $105.7m | — |
| FIFTH THIRD BANCORP 0.55% of their portfolio | 499.1k $105.0m | — |
| Cetera Advisor Networks LLC 1.30% of their portfolio | 497.8k $104.7m | — |
| Rockefeller Capital Management L.P. 0.52% of their portfolio | 474.6k $99.8m | — |
| VANTAGEPOINT INVESTMENT ADVISERS LLC 17.19% of their portfolio | 448.3k $94.3m | — |
| Strategic Wealth Partners Group, LLC 21.27% of their portfolio | 434.5k $91.4m | — |
| Mariner, LLC 0.35% of their portfolio | 416.3k $87.6m | — |
| Orion Porfolio Solutions, LLC 1.80% of their portfolio | 414.0k $87.1m | — |
| CHOREO, LLC 5.03% of their portfolio | 413.4k $87.2m | — |
| Creative Planning 0.14% of their portfolio | 389.9k $82.0m | — |
| CAPTRUST FINANCIAL ADVISORS 0.47% of their portfolio | 383.8k $80.7m | — |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.66% of their portfolio | 379.7k $79.9m | — |
| D.A. DAVIDSON & CO. 1.01% of their portfolio | 368.0k $77.4m | — |
| MAI Capital Management 1.45% of their portfolio | 363.9k $76.6m | — |
| COMERICA BANK 0.66% of their portfolio | 354.5k $78.2m | — |
| Stairway Partners, LLC 11.81% of their portfolio | 345.6k $72.7m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.43% of their portfolio | 343.7k $72.3m | — |
| WADE G W & INC 3.53% of their portfolio | 343.0k $72.2m | — |
| STEPHENS INC /AR/ 1.50% of their portfolio | 333.9k $70.2m | — |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 316.0k $92.0m | — |
| Private Advisor Group, LLC 0.76% of their portfolio | 315.2k $66.3m | — |
| Cullen/Frost Bankers, Inc. 1.52% of their portfolio | 315.1k $66.3m | — |
| Modera Wealth Management, LLC 3.30% of their portfolio | 309.8k $65.2m | — |
| KEYBANK NATIONAL ASSOCIATION/OH 0.33% of their portfolio | 299.1k $62.9m | — |
| IEQ CAPITAL, LLC 1.69% of their portfolio | 293.4k $61.7m | — |
| BROWN ADVISORY INC 0.11% of their portfolio | 271.5k $57.1m | — |
| Allworth Financial LP 0.70% of their portfolio | 264.9k $55.7m | — |
| Cetera Advisors LLC 1.17% of their portfolio | 246.2k $51.8m | — |
| Cedar Mountain Advisors, LLC 16.81% of their portfolio | 240.1k $50.5m | — |
| Baker Avenue Asset Management, LP 3.33% of their portfolio | 238.8k $50.2m | — |
| Steward Partners Investment Advisory, LLC 0.94% of their portfolio | 237.9k $50.1m | — |
| BANK OF NOVA SCOTIA 0.15% of their portfolio | 229.0k $48.2m | — |
| STEPHENS GROUP ASSET MANAGEMENT, LLC 5.52% of their portfolio | 219.7k $46.2m | — |
| First Business Financial Services, Inc. 6.51% of their portfolio | 216.8k $45.6m | — |
| BRIDGES INVESTMENT MANAGEMENT INC 1.71% of their portfolio | 210.9k $44.4m | — |
| Thrivent Financial for Lutherans 0.12% of their portfolio | 203.4k $43.2m | — |
| MV CAPITAL MANAGEMENT, INC. 7.17% of their portfolio | 197.6k $41.6m | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.60% of their portfolio | 196.6k $41.8m | — |
| Cambridge Investment Research Advisors, Inc. 0.23% of their portfolio | 195.3k $41.1m | — |
| Alera Investment Advisors, LLC 11.48% of their portfolio | 192.8k $40.6m | — |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 180.5k $38.0m | — |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 178.0k $37.5m | — |
| JONES FINANCIAL COMPANIES LLLP 0.07% of their portfolio | 177.6k $37.4m | — |
| TruWealth Advisors, LLC 3.92% of their portfolio | 175.9k $37.0m | — |
| Waverly Advisors, LLC 2.60% of their portfolio | 175.5k $36.9m | — |
| Rodgers & Associates, LTD 6.20% of their portfolio | 165.9k $34.9m | — |
| Pinnacle Financial Partners Inc 1.25% of their portfolio | 164.3k $34.6m | — |
| Ascent Wealth Partners, LLC 8.05% of their portfolio | 160.7k $33.8m | — |
| TD PRIVATE CLIENT WEALTH LLC 1.70% of their portfolio | 158.0k $33.2m | — |
| Beacon Pointe Advisors, LLC 0.74% of their portfolio | 158.0k $33.2m | — |
| Flaharty Asset Management, LLC 6.72% of their portfolio | 155.2k $32.7m | — |