Vault-13

ISHARES TR IWF

RUS 1000 GRW ETF · ETP · CUSIP 464287614

2,447 institutional holders -81 vs Q4 2025
200,909,580200.9m shares reported held*
$83.6bnreported value*
87 new 736 added 957 reduced 151 sold out net sold ≈ $1.7bn (-71.9k 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 ($661.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $416.20. Options: 4 managers hold calls ($137.6m notional), 9 hold puts ($51.6m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

01k2k3kQ3 22: 1,581Q4 22: 1,693Q1 23: 1,698Q2 23: 1,774Q3 23: 1,782Q4 23: 1,962Q1 24: 1,967Q2 24: 2,035Q3 24: 2,078Q4 24: 2,312Q1 25: 2,221Q2 25: 2,301Q3 25: 2,356Q4 25: 2,528Q1 26: 2,4472,447Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 20221,581
Q4 20221,693
Q1 20231,698
Q2 20231,774
Q3 20231,782
Q4 20231,962
Q1 20241,967
Q2 20242,035
Q3 20242,078
Q4 20242,312
Q1 20252,221
Q2 20252,301
Q3 20252,356
Q4 20252,528
Q1 20262,447

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ2 24: 747 bought or addedQ2 24: 842 cut or sold outQ3 24: 714 bought or addedQ3 24: 885 cut or sold outQ3 24Q4 24: 818 bought or addedQ4 24: 836 cut or sold outQ1 25: 719 bought or addedQ1 25: 1,083 cut or sold outQ1 25Q2 25: 861 bought or addedQ2 25: 916 cut or sold outQ3 25: 790 bought or addedQ3 25: 949 cut or sold outQ3 25Q4 25: 858 bought or addedQ4 25: 963 cut or sold outQ1 26: 823 bought or addedQ1 26: 1,108 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024747842
Q3 2024714885
Q4 2024818836
Q1 20257191,083
Q2 2025861916
Q3 2025790949
Q4 2025858963
Q1 20268231,108

Calls vs puts

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

CallsPuts
$0$100m$200m$300mQ2 25 calls: $201.2mQ2 25 puts: $50.5mQ2 25P/C 0.25Q3 25 calls: $245.6mQ3 25 puts: $133.8mQ3 25P/C 0.54Q4 25 calls: $213.6mQ4 25 puts: $91.1mQ4 25P/C 0.43Q1 26 calls: $137.6mQ1 26 puts: $51.6mQ1 26P/C 0.38
Numbers
QuarterCallsPutsP/C
Q2 2025$201.2m$50.5m0.25
Q3 2025$245.6m$133.8m0.54
Q4 2025$213.6m$91.1m0.43
Q1 2026$137.6m$51.6m0.38

Biggest buyers

Dynasty Wealth Management, LLC Added +2,267,871+2.3m
MORGAN STANLEY Added +2,128,431+2.1m
MONETA GROUP INVESTMENT ADVISORS LLC Added +840,151+840.2k
JONES FINANCIAL COMPANIES LLLP Added +615,334+615.3k
FIFTH THIRD BANCORP Added +595,395+595.4k
NATIXIS ADVISORS, LLC Added +318,147+318.1k
BlackRock, Inc. Added +309,572+309.6k
NorthRock Partners, LLC Added +286,493+286.5k
VestGen Advisors, LLC Added +224,604+224.6k
Nuveen, LLC Added +176,657+176.7k

Biggest sellers

TIAA TRUST, NATIONAL ASSOCIATION Reduced -1,813,336-1.8m
Corient Private Wealth LP Reduced -842,236-842.2k
JPMORGAN CHASE & CO Reduced -832,890-832.9k
Janney Montgomery Scott LLC Sold out -778,101-778.1k
Focus Partners Wealth Reduced -566,680-566.7k
Align Financial, LLC Reduced -470,411-470.4k
POLEN CAPITAL MANAGEMENT LLC Reduced -369,223-369.2k
BANK OF AMERICA CORP /DE/ Reduced -352,976-353.0k
WELLS FARGO & COMPANY/MN Reduced -306,418-306.4k
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -271,181-271.2k

Biggest calls

JANE STREET GROUP, LLC Added $50.8m119.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $48.1m112.9k shares
CITADEL ADVISORS LLC Reduced $35.8m84.0k shares
TUDOR INVESTMENT CORP ET AL New $2.9m6.7k shares

Biggest puts

Sunburst Financial Group, LLC New $18.9m28.3k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $14.2m33.2k shares
Aptus Capital Advisors, LLC Unchanged $12.1m28.3k shares
CITADEL ADVISORS LLC Reduced $3.6m8.5k shares
JANE STREET GROUP, LLC Reduced $1.0m2.4k shares
WELLS FARGO & COMPANY/MN Reduced $980.7k2.3k shares
Institute for Wealth Management, LLC. New $316.7k743 shares
DONALDSON CAPITAL MANAGEMENT, LLC New $298.5k700 shares
MBL Wealth, LLC New $213.2k500 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 MORGAN STANLEY 0.76% of their portfolio NEW YORK, NY 29,764,60529.8m $12.7bn $12.7bn 0.76% Added +2.1m +2,128,431
2 BANK OF AMERICA CORP /DE/ 0.86% of their portfolio CHARLOTTE, NC 27,668,81227.7m $11.8bn $11.8bn 0.86% Reduced -353.0k -352,976
3 FMR LLC 0.19% of their portfolio BOSTON, MA 8,316,0778.3m $3.5bn $3.5bn 0.19% Reduced -103.8k -103,846
4 GOLDMAN SACHS GROUP INC 0.40% of their portfolio NEW YORK, NY 7,049,1537.0m $3.0bn $3.0bn 0.40% Added +855 +855
5 JPMORGAN CHASE & CO 0.19% of their portfolio NEW YORK, NY 6,663,6116.7m $2.7bn $2.7bn 0.19% Reduced -832.9k -832,890
6 NORTHERN TRUST CORP 0.31% of their portfolio CHICAGO, IL 5,474,5875.5m $2.3bn $2.3bn 0.31% Reduced -85.8k -85,830
7 ENVESTNET ASSET MANAGEMENT INC 0.61% of their portfolio Berwyn, PA 5,348,8335.3m $2.3bn $2.3bn 0.61% Added +81.9k +81,917
8 UBS Group AG 0.36% of their portfolio ZURICH, V8 4,821,3174.8m $2.1bn $2.1bn 0.36% Reduced -73.9k -73,932
9 WELLS FARGO & COMPANY/MN 0.38% of their portfolio SAN FRANCISCO, CA 4,515,7584.5m $1.9bn $1.9bn 0.38% Reduced -306.4k -306,418
10 LPL Financial LLC 0.44% of their portfolio FORT MILL, SC 3,839,3553.8m $1.6bn $1.6bn 0.44% Added +83.7k +83,696
11 RAYMOND JAMES FINANCIAL INC 0.45% of their portfolio ST. PETERSBURG, FL 3,389,2123.4m $1.4bn $1.4bn 0.45% Reduced -80.8k -80,815
12 PNC Financial Services Group, Inc. 0.75% of their portfolio Pittsburgh, PA 3,057,8233.1m $1.3bn $1.3bn 0.75% Reduced -7.1k -7,069
13 Dynasty Wealth Management, LLC 2.72% of their portfolio ST. PETERSBURG, FL 2,925,4492.9m $311.9m $311.9m 2.72% Added +2.3m +2,267,871
14 Baird Financial Group, Inc. 1.87% of their portfolio MILWAUKEE, WI 2,806,9992.8m $1.2bn $1.2bn 1.87% Added +89.9k +89,862
15 M&T Bank Corp 3.83% of their portfolio BUFFALO, NY 2,624,5822.6m $1.1bn $1.1bn 3.83% Added +98.8k +98,830
16 TRUIST FINANCIAL CORP 1.18% of their portfolio CHARLOTTE, NC 2,043,0982.0m $871.2m $871.2m 1.18% Reduced -45.9k -45,901
17 ROYAL BANK OF CANADA 0.15% of their portfolio TORONTO, A6 1,866,1431.9m $795.7m $795.7m 0.15% Reduced -158.3k -158,304
18 SIGNATUREFD, LLC 11.76% of their portfolio ATLANTA, GA 1,798,9991.8m $767.1m $767.1m 11.76% Added +16.1k +16,109
19 COMMONWEALTH EQUITY SERVICES, LLC 1.02% of their portfolio WALTHAM, MA 1,719,3841.7m $733.1m $733.1m 1.02% Reduced -96.8k -96,768
20 Cetera Investment Advisers 0.71% of their portfolio SCHAUMBURG, IL 1,569,4651.6m $669.2m $669.2m 0.71% Added +6.4k +6,404
21 AMERIPRISE FINANCIAL INC 0.15% of their portfolio MINNEAPOLIS, MN 1,502,2231.5m $639.7m $639.7m 0.15% Added +28.8k +28,824
22 Pinnacle Financial Partners, Inc. 4.52% of their portfolio ATLANTA, GA 1,384,6421.4m $590.4m $590.4m 4.52% Added +5.9k +5,920
23 Circle Wealth Management, LLC 8.29% of their portfolio SUMMIT, NJ 1,363,4731.4m $581.4m $581.4m 8.29% Unchanged
24 Focus Partners Wealth 0.63% of their portfolio ST LOUIS, MO 1,341,8131.3m $570.6m $570.6m 0.63% Reduced -566.7k -566,680
25 BlackRock, Inc. 0.01% of their portfolio New York, NY 1,295,4461.3m $552.4m $552.4m 0.01% Added +309.6k +309,572
26 HighTower Advisors, LLC 0.58% of their portfolio CHICAGO, IL 1,275,9601.3m $544.1m $544.1m 0.58% Reduced -6.6k -6,633
27 STIFEL FINANCIAL CORP 0.49% of their portfolio ST. LOUIS, MO 1,255,1511.3m $535.2m $535.2m 0.49% Reduced -29.0k -29,035
28 Bank of New York Mellon Corp 0.09% of their portfolio NEW YORK, NY 1,202,7961.2m $512.9m $512.9m 0.09% Reduced -77.0k -76,972
29 Cerity Partners LLC 0.69% of their portfolio NEW YORK, NY 1,139,1881.1m $485.8m $485.8m 0.69% Added +175.0k +174,973
30 Rockefeller Capital Management L.P. 0.86% of their portfolio NEW YORK, NY 1,136,7661.1m $484.7m $484.7m 0.86% Added +63.1k +63,052
31 JONES FINANCIAL COMPANIES LLLP 0.23% of their portfolio DES PERES, MO 1,134,3101.1m $468.5m $468.5m 0.23% Added +615.3k +615,334
32 Nuveen, LLC 0.13% of their portfolio CHARLOTTE, NC 1,098,7541.1m $468.5m $468.5m 0.13% Added +176.7k +176,657
33 MONETA GROUP INVESTMENT ADVISORS LLC 0.88% of their portfolio ST LOUIS, MO 1,096,0641.1m $116.8m $116.8m 0.88% Added +840.2k +840,151
34 CIBC Bancorp USA Inc. 0.62% of their portfolio CHICAGO, IL 1,071,9751.1m $456.5m $456.5m 0.62% First filing
35 TIAA Wealth Investment Management LLC 3.35% of their portfolio New York, NY 1,066,6331.1m $438.3m $438.3m 3.35% First filing
36 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 1.69% of their portfolio CHARLOTTE, NC 1,028,1571.0m $438.4m $438.4m 1.69% First filing
37 FIFTH THIRD BANCORP 0.77% of their portfolio CINCINNATI, OH 983,920983.9k $419.5m $419.5m 0.77% Added +595.4k +595,395
38 US BANCORP \DE\ 0.49% of their portfolio MINNEAPOLIS, MN 956,059956.1k $407.7m $407.7m 0.49% Reduced -22.0k -22,012
39 GLOBALT Investments LLC / GA 14.30% of their portfolio Atlanta, GA 940,582940.6k $401.1m $401.1m 14.30% Added +34.2k +34,213
40 71 West Capital Partners 16.50% of their portfolio BOSTON, MA 879,787879.8k $375.1m $375.1m 16.50% Added +66.0k +66,032
41 OSAIC HOLDINGS, INC. 0.51% of their portfolio SCOTTSDALE, AZ 813,668813.7k $347.0m $347.0m 0.51% Added +56.5k +56,491
42 OpenArc Corporate Advisory, LLC 4.60% of their portfolio ATLANTA, GA 752,881752.9k $321.0m $321.0m 4.60% Reduced -43.1k -43,149
43 TWO SIGMA INVESTMENTS, LP 0.25% of their portfolio NEW YORK, NY 694,160694.2k $296.0m $296.0m 0.25% Reduced -119.6k -119,629
44 Corient Private Wealth LP 0.41% of their portfolio MIAMI, FL 676,607676.6k $285.5m $285.5m 0.41% Reduced -842.2k -842,236
45 NATIXIS ADVISORS, LLC 0.10% of their portfolio Boston, MA 667,997668.0k $71.2m $71.2m 0.10% Added +318.1k +318,147
46 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.17% of their portfolio MILWAUKEE, WI 666,275666.3k $284.1m $284.1m 0.17% Reduced -282 -282
47 CHOREO, LLC 3.41% of their portfolio ROCKFORD, IL 651,929651.9k $278.0m $278.0m 3.41% Added +7.8k +7,773
48 Mariner, LLC 0.28% of their portfolio Overland Park, KS 567,884567.9k $242.1m $242.1m 0.28% Reduced -16.7k -16,745
49 1ST SOURCE BANK 12.45% of their portfolio SOUTH BEND, IN 565,705565.7k $241.2m $241.2m 12.45% Added +375 +375
50 Waldron Private Wealth LLC 9.34% of their portfolio BRIDGEVILLE, PA 561,959562.0k $239.6m $239.6m 9.34% Reduced -8.9k -8,877
51 Clearstead Advisors, LLC 2.10% of their portfolio CLEVELAND, OH 538,892538.9k $229.8m $229.8m 2.10% Reduced -8.9k -8,882
52 PRUDENTIAL FINANCIAL INC 0.28% of their portfolio NEWARK, NJ 537,253537.3k $229.1m $229.1m 0.28% Added +67.4k +67,425
53 CITIGROUP INC 0.14% of their portfolio NEW YORK, NY 527,526527.5k $224.9m $224.9m 0.14% Reduced -14.2k -14,246
54 IEQ CAPITAL, LLC 1.02% of their portfolio Foster City, CA 515,341515.3k $219.7m $219.7m 1.02% Added +23.2k +23,236
55 BROWN ADVISORY INC 0.35% of their portfolio BALTIMORE, MD 502,077502.1k $214.1m $214.1m 0.35% Reduced -34.8k -34,764
56 CAPTRUST FINANCIAL ADVISORS 0.36% of their portfolio RALEIGH, NC 477,946477.9k $203.8m $203.8m 0.36% Added +11.5k +11,460
57 Creative Planning 0.14% of their portfolio OVERLAND PARK, KS 471,347471.3k $201.0m $201.0m 0.14% Reduced -7.5k -7,457
58 COMMERCE BANK 0.96% of their portfolio KANSAS CITY, MO 464,576464.6k $198.1m $198.1m 0.96% Added +11.0k +11,043
59 MML INVESTORS SERVICES, LLC 0.54% of their portfolio SPRINGFIELD, MA 459,566459.6k $196.0m $196.0m 0.54% Reduced -67.2k -67,212
60 Cresset Asset Management, LLC 0.85% of their portfolio Chicago, IL 458,001458.0k $195.3m $195.3m 0.85% Reduced -24.2k -24,210
61 REGIONS FINANCIAL CORP 1.23% of their portfolio BIRMINGHAM, AL 443,490443.5k $189.1m $189.1m 1.23% Reduced -5.5k -5,498
62 Johnson Financial Group, Inc. 6.37% of their portfolio RACINE, WI 412,850412.9k $176.0m $176.0m 6.37% Added +2.9k +2,928
63 STALEY CAPITAL ADVISERS INC 7.43% of their portfolio PITTSBURGH, PA 411,399411.4k $175.4m $175.4m 7.43% Added +352 +352
64 MERCER GLOBAL ADVISORS INC /ADV 0.26% of their portfolio DENVER, CO 408,111408.1k $174.0m $174.0m 0.26% Reduced -22.6k -22,550
65 POLEN CAPITAL MANAGEMENT LLC 1.20% of their portfolio Boca Raton, FL 406,863406.9k $173.5m $173.5m 1.20% Reduced -369.2k -369,223
66 Stairway Partners, LLC 8.85% of their portfolio MINNEAPOLIS, MN 400,768400.8k $170.9m $170.9m 8.85% Added +5.1k +5,101
67 MAI Capital Management 0.95% of their portfolio INDEPENDENCE, OH 393,112393.1k $167.6m $167.6m 0.95% Reduced -87 -87
68 NorthRock Partners, LLC 0.66% of their portfolio MINNEAPOLIS, MN 385,930385.9k $41.1m $41.1m 0.66% Added +286.5k +286,493
69 D.A. DAVIDSON & CO. 0.98% of their portfolio GREAT FALLS, MT 378,467378.5k $161.4m $161.4m 0.98% Added +16.5k +16,461
70 OAKWORTH CAPITAL, INC. 8.15% of their portfolio BIRMINGHAM, AL 360,833360.8k $153.9m $153.9m 8.15% Added +7.8k +7,850
71 Beacon Pointe Advisors, LLC 0.79% of their portfolio NEWPORT BEACH, CA 351,081351.1k $149.7m $149.7m 0.79% Added +53.8k +53,831
72 SILVERCREST ASSET MANAGEMENT GROUP LLC 1.05% of their portfolio NEW YORK, NY 340,757340.8k $145.3m $145.3m 1.05% Reduced -24.5k -24,516
73 Hackensack Meridian Health, Inc. 13.21% of their portfolio EDISON, NJ 328,400328.4k $140.0m $140.0m 13.21% Reduced -8.6k -8,600
74 Cullen/Frost Bankers, Inc. 1.59% of their portfolio San Antonio, TX 327,378327.4k $139.6m $139.6m 1.59% Reduced -18.6k -18,643
75 Lido Advisors, LLC 0.55% of their portfolio Los Angeles, CA 326,296326.3k $139.1m $139.1m 0.55% Reduced -49.2k -49,184
76 BANK OF MONTREAL /CAN/ 0.06% of their portfolio TORONTO, A6 324,321324.3k $138.3m $138.3m 0.06% Reduced -18.2k -18,177
77 Steward Partners Investment Advisory, LLC 0.71% of their portfolio STAMFORD, CT 324,255324.3k $138.3m $138.3m 0.71% Added +9.8k +9,790
78 J.Safra Asset Management Corp 7.41% of their portfolio NEW YORK, NY 322,599322.6k $137.6m $137.6m 7.41% Reduced -61.2k -61,214
79 Confluence Wealth Services, Inc. 5.25% of their portfolio MCMURRAY, PA 317,725317.7k $135.5m $135.5m 5.25% Added +16.5k +16,514
80 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.29% of their portfolio PLYMOUTH, MN 311,547311.5k $132.9m $132.9m 0.29% Reduced -81.7k -81,702
81 VestGen Advisors, LLC 1.03% of their portfolio CHICAGO, IL 296,689296.7k $36.6m $36.6m 1.03% Added +224.6k +224,604
82 Pathstone Holdings, LLC 0.46% of their portfolio ENGLEWOOD, NJ 273,685273.7k $116.7m $116.7m 0.46% Added +3.2k +3,189
83 Modera Wealth Management, LLC 1.39% of their portfolio WESTWOOD, NJ 272,057272.1k $116.0m $116.0m 1.39% Added +1.7k +1,695
84 AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio KANSAS CITY, MO 266,225266.2k $113.5m $113.5m 0.06% Added +164.0k +163,990
85 BLAIR WILLIAM & CO/IL 0.33% of their portfolio CHICAGO, IL 266,026266.0k $113.4m $113.4m 0.33% Added +3.0k +3,008
86 Private Advisor Group, LLC 0.53% of their portfolio MORRISTOWN, NJ 265,688265.7k $113.3m $113.3m 0.53% Reduced -4.0k -4,008
87 Sun Mountain Capital Ltd 100.00% of their portfolio ST HELIER, Y9 265,463265.5k $113.2m $113.2m 100.00% Unchanged
88 Allworth Financial LP 0.45% of their portfolio FOLSOM, CA 262,468262.5k $111.9m $111.9m 0.45% Reduced -3.5k -3,536
89 STEPHENS INC /AR/ 1.40% of their portfolio LITTLE ROCK, AR 261,973262.0k $111.7m $111.7m 1.40% Added +6.5k +6,534
90 SIMON QUICK ADVISORS, LLC 4.83% of their portfolio MORRISTOWN, NJ 247,479247.5k $105.5m $105.5m 4.83% Reduced -1.9k -1,922
91 NewEdge Wealth, LLC 1.24% of their portfolio STAMFORD, CT 243,611243.6k $103.9m $103.9m 1.24% Reduced -27.4k -27,440
92 HSBC HOLDINGS PLC 0.06% of their portfolio LONDON, X0 220,957221.0k $94.2m $94.2m 0.06% Reduced -193.6k -193,603
93 Kestra Advisory Services, LLC 0.33% of their portfolio AUSTIN, TX 205,098205.1k $87.5m $87.5m 0.33% Added +2.2k +2,180
94 Bison Wealth, LLC 2.47% of their portfolio ATLANTA, GA 204,356204.4k $25.4m $25.4m 2.47% Added +155.3k +155,299
95 Cambridge Investment Research Advisors, Inc. 0.22% of their portfolio FAIRFIELD, IA 203,878203.9k $86.9m $86.9m 0.22% Reduced -1.8k -1,842
96 Waverly Advisors, LLC 0.65% of their portfolio BIRMINGHAM, AL 203,381203.4k $86.7m $86.7m 0.65% Added +2.8k +2,818
97 NewEdge Advisors, LLC 0.31% of their portfolio NEW ORLEANS, LA 203,180203.2k $86.6m $86.6m 0.31% Reduced -7.7k -7,749
98 KEYBANK NATIONAL ASSOCIATION/OH 0.32% of their portfolio BROOKLYN, OH 202,856202.9k $86.5m $86.5m 0.32% Reduced -7.8k -7,799
99 Orion Porfolio Solutions, LLC 0.71% of their portfolio OMAHA, NE 196,399196.4k $83.7m $83.7m 0.71% Reduced -28.9k -28,924
100 Cedar Mountain Advisors, LLC 16.07% of their portfolio LAKE OSWEGO, OR 192,689192.7k $82.2m $82.2m 16.07% Reduced -1.4k -1,394