Vault-13

ISHARES TR IWF

RUS 1000 GRW ETF · ETP · CUSIP 464287614

2,508 institutional holders +61 vs Q1 2026
779,912,071779.9m shares reported held*
$97.1bnreported value*
142 new 753 added 1,019 reduced 69 sold out net sold ≈ $595.8m (-23.1m shares)

Q1 2026 share counts are adjusted for a 4-for-1 stock split, so holders aren't shown as buying or selling because of it.

* 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 ($694.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $124.44. Options: 4 managers hold calls ($177.7m notional), 8 hold puts ($56.0m).

Trends to Q2 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: 2,447Q2 26: 2,5082,508Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 20262,508

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ3 24: 714 bought or addedQ3 24: 885 cut or sold outQ4 24: 818 bought or addedQ4 24: 836 cut or sold outQ4 24Q1 25: 719 bought or addedQ1 25: 1,083 cut or sold outQ2 25: 861 bought or addedQ2 25: 916 cut or sold outQ2 25Q3 25: 790 bought or addedQ3 25: 949 cut or sold outQ4 25: 858 bought or addedQ4 25: 963 cut or sold outQ4 25Q1 26: 823 bought or addedQ1 26: 1,108 cut or sold outQ2 26: 895 bought or addedQ2 26: 1,088 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024714885
Q4 2024818836
Q1 20257191,083
Q2 2025861916
Q3 2025790949
Q4 2025858963
Q1 20268231,108
Q2 20268951,088

Calls vs puts

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

CallsPuts
$0$100m$200m$300mQ3 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 0.38Q2 26 calls: $177.7mQ2 26 puts: $56.0mQ2 26P/C 0.32
Numbers
QuarterCallsPutsP/C
Q3 2025$245.6m$133.8m0.54
Q4 2025$213.6m$91.1m0.43
Q1 2026$137.6m$51.6m0.38
Q2 2026$177.7m$56.0m0.32

Biggest buyers

Janney Montgomery Scott LLC New +3,115,856+3.1m
PRUDENTIAL FINANCIAL INC Added +1,512,981+1.5m
AMERICAN CENTURY COMPANIES INC Added +1,488,292+1.5m
Venturi Wealth Management, LLC Added +1,255,695+1.3m
M&T Bank Corp Added +1,187,123+1.2m
Cambridge Investment Research Advisors, Inc. Added +807,562+807.6k
Waverly Advisors, LLC Added +579,767+579.8k
Federation des caisses Desjardins du Quebec New +486,272+486.3k
VOYA INVESTMENT MANAGEMENT LLC Added +408,112+408.1k
Baird Financial Group, Inc. Added +360,780+360.8k

Biggest sellers

Dynasty Wealth Management, LLC Reduced -8,745,870-8.7m
MONETA GROUP INVESTMENT ADVISORS LLC Reduced -3,288,861-3.3m
TWO SIGMA INVESTMENTS, LP Reduced -2,455,680-2.5m
BANK OF AMERICA CORP /DE/ Reduced -2,300,622-2.3m
NORTHERN TRUST CORP Reduced -2,120,360-2.1m
Corient Private Wealth LP Reduced -1,813,653-1.8m
NATIXIS ADVISORS, LLC Reduced -1,169,861-1.2m
NorthRock Partners, LLC Reduced -1,164,925-1.2m
POLEN CAPITAL MANAGEMENT LLC Reduced -1,013,813-1.0m
VestGen Advisors, LLC Reduced -883,268-883.3k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $86.2m694.4k shares
CITADEL ADVISORS LLC Added $49.7m399.9k shares
JANE STREET GROUP, LLC Reduced $38.5m309.7k shares
TUDOR INVESTMENT CORP ET AL Unchanged $3.3m26.8k shares

Biggest puts

Aptus Capital Advisors, LLC Unchanged $14.1m113.2k shares
Sunburst Financial Group, LLC Unchanged $14.1m113.2k shares
CITADEL ADVISORS LLC Added $13.3m107.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $11.7m94.2k shares
WELLS FARGO & COMPANY/MN Added $1.2m9.3k shares
JANE STREET GROUP, LLC Reduced $980.9k7.9k shares
Occam Crest Management LP New $538.8k750 shares
MBL Wealth, LLC Unchanged $248.3k2.0k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.78% of their portfolio NEW YORK, NY 118,891,881118.9m $14.8bn $14.8bn 0.78% Reduced -166.5k -166,539
2 BANK OF AMERICA CORP /DE/ 0.87% of their portfolio CHARLOTTE, NC 108,374,626108.4m $13.5bn $13.5bn 0.87% Reduced -2.3m -2,300,622
3 FMR LLC 0.18% of their portfolio BOSTON, MA 33,169,53333.2m $4.1bn $4.1bn 0.18% Reduced -94.8k -94,775
4 GOLDMAN SACHS GROUP INC 0.36% of their portfolio NEW YORK, NY 27,639,58627.6m $3.4bn $3.4bn 0.36% Reduced -557.0k -557,026
5 JPMORGAN CHASE & CO 0.19% of their portfolio NEW YORK, NY 26,211,73726.2m $3.2bn $3.2bn 0.19% Reduced -442.7k -442,707
6 ENVESTNET ASSET MANAGEMENT INC 0.61% of their portfolio Berwyn, PA 20,963,45821.0m $2.6bn $2.6bn 0.61% Reduced -431.9k -431,874
7 NORTHERN TRUST CORP 0.29% of their portfolio CHICAGO, IL 19,777,98819.8m $2.5bn $2.5bn 0.29% Reduced -2.1m -2,120,360
8 UBS Group AG 0.37% of their portfolio ZURICH, V8 18,729,64918.7m $2.3bn $2.3bn 0.37% Reduced -555.6k -555,619
9 WELLS FARGO & COMPANY/MN 0.39% of their portfolio SAN FRANCISCO, CA 17,873,87517.9m $2.2bn $2.2bn 0.39% Reduced -189.2k -189,157
10 LPL Financial LLC 0.43% of their portfolio FORT MILL, SC 15,446,90015.4m $1.9bn $1.9bn 0.43% Added +89.5k +89,480
11 RAYMOND JAMES FINANCIAL INC 0.46% of their portfolio ST. PETERSBURG, FL 13,587,61013.6m $1.7bn $1.7bn 0.46% Added +30.8k +30,762
12 PNC Financial Services Group, Inc. 0.75% of their portfolio Pittsburgh, PA 12,180,50412.2m $1.5bn $1.5bn 0.75% Reduced -50.8k -50,788
13 M&T Bank Corp 4.25% of their portfolio BUFFALO, NY 11,685,45111.7m $1.5bn $1.5bn 4.25% Added +1.2m +1,187,123
14 Baird Financial Group, Inc. 1.98% of their portfolio MILWAUKEE, WI 11,588,77611.6m $1.4bn $1.4bn 1.98% Added +360.8k +360,780
15 TRUIST FINANCIAL CORP 1.22% of their portfolio CHARLOTTE, NC 8,224,6008.2m $1.0bn $1.0bn 1.22% Added +52.2k +52,208
16 ROYAL BANK OF CANADA 0.16% of their portfolio TORONTO, A6 7,480,0797.5m $928.8m $928.8m 0.16% Added +15.5k +15,507
17 SIGNATUREFD, LLC 12.01% of their portfolio ATLANTA, GA 7,236,7347.2m $898.6m $898.6m 12.01% Added +40.7k +40,738
18 COMMONWEALTH EQUITY SERVICES, LLC 1.05% of their portfolio WALTHAM, MA 6,714,4846.7m $833.7m $833.7m 1.05% Reduced -163.1k -163,052
19 Cetera Investment Advisers 0.71% of their portfolio SCHAUMBURG, IL 6,240,5996.2m $774.9m $774.9m 0.71% Reduced -37.3k -37,261
20 AMERIPRISE FINANCIAL INC 0.15% of their portfolio MINNEAPOLIS, MN 6,003,9886.0m $745.5m $745.5m 0.15% Reduced -4.9k -4,904
21 Pinnacle Financial Partners, Inc. 4.74% of their portfolio ATLANTA, GA 5,595,5735.6m $694.8m $694.8m 4.74% Added +57.0k +57,005
22 Circle Wealth Management, LLC 8.51% of their portfolio SUMMIT, NJ 5,453,8925.5m $677.2m $677.2m 8.51% Unchanged
23 Focus Partners Wealth 0.67% of their portfolio ST LOUIS, MO 5,259,2375.3m $653.0m $653.0m 0.67% Reduced -108.0k -108,015
24 HighTower Advisors, LLC 0.59% of their portfolio CHICAGO, IL 4,976,2245.0m $617.9m $617.9m 0.59% Reduced -127.6k -127,616
25 Bank of New York Mellon Corp 0.10% of their portfolio NEW YORK, NY 4,780,3864.8m $593.6m $593.6m 0.10% Reduced -30.8k -30,798
26 STIFEL FINANCIAL CORP 0.48% of their portfolio ST. LOUIS, MO 4,628,9504.6m $574.8m $574.8m 0.48% Reduced -391.7k -391,654
27 Rockefeller Capital Management L.P. 0.88% of their portfolio NEW YORK, NY 4,613,0364.6m $572.8m $572.8m 0.88% Added +66.0k +65,972
28 BlackRock, Inc. 0.01% of their portfolio New York, NY 4,568,6924.6m $567.3m $567.3m 0.01% Reduced -613.1k -613,092
29 Cerity Partners LLC 0.69% of their portfolio NEW YORK, NY 4,560,6934.6m $566.3m $566.3m 0.69% Added +3.9k +3,941
30 CIBC Bancorp USA Inc. 0.66% of their portfolio CHICAGO, IL 4,326,9384.3m $537.2m $537.2m 0.66% Added +39.0k +39,038
31 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 1.80% of their portfolio CHARLOTTE, NC 4,218,1064.2m $523.8m $523.8m 1.80% Added +105.5k +105,478
32 TIAA Wealth Investment Management LLC 3.39% of their portfolio New York, NY 4,158,0074.2m $507.2m $507.2m 3.39% Reduced -108.5k -108,525
33 JONES FINANCIAL COMPANIES LLLP 0.19% of their portfolio DES PERES, MO 3,978,8994.0m $473.9m $473.9m 0.19% Reduced -558.3k -558,341
34 US BANCORP \DE\ 0.52% of their portfolio MINNEAPOLIS, MN 3,833,8123.8m $476.0m $476.0m 0.52% Added +9.6k +9,576
35 Nuveen, LLC 0.11% of their portfolio CHARLOTTE, NC 3,793,8073.8m $471.1m $471.1m 0.11% Reduced -601.2k -601,209
36 FIFTH THIRD BANCORP 0.76% of their portfolio CINCINNATI, OH 3,781,1123.8m $469.5m $469.5m 0.76% Reduced -154.6k -154,568
37 PRUDENTIAL FINANCIAL INC 0.50% of their portfolio NEWARK, NJ 3,661,9933.7m $454.7m $454.7m 0.50% Added +1.5m +1,512,981
38 GLOBALT Investments LLC / GA 15.33% of their portfolio Atlanta, GA 3,659,6603.7m $454.4m $454.4m 15.33% Reduced -102.7k -102,668
39 71 West Capital Partners 15.05% of their portfolio BOSTON, MA 3,504,6883.5m $435.2m $435.2m 15.05% Reduced -14.5k -14,460
40 OSAIC HOLDINGS, INC. 0.50% of their portfolio SCOTTSDALE, AZ 3,418,5193.4m $424.5m $424.5m 0.50% Added +163.8k +163,847
41 Janney Montgomery Scott LLC 0.75% of their portfolio PHILADELPHIA, PA 3,115,8563.1m $386.9m $386.9m 0.75% New
42 OpenArc Corporate Advisory, LLC 4.44% of their portfolio ATLANTA, GA 3,004,3953.0m $373.1m $373.1m 4.44% Reduced -7.1k -7,129
43 Dynasty Wealth Management, LLC 2.73% of their portfolio ST. PETERSBURG, FL 2,955,9263.0m $367.0m $367.0m 2.73% Reduced -8.7m -8,745,870
44 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.18% of their portfolio MILWAUKEE, WI 2,701,6392.7m $335.5m $335.5m 0.18% Added +36.5k +36,539
45 AMERICAN CENTURY COMPANIES INC 0.14% of their portfolio KANSAS CITY, MO 2,553,1922.6m $317.0m $317.0m 0.14% Added +1.5m +1,488,292
46 CHOREO, LLC 3.45% of their portfolio ROCKFORD, IL 2,534,3232.5m $314.7m $314.7m 3.45% Reduced -73.4k -73,393
47 1ST SOURCE BANK 13.37% of their portfolio SOUTH BEND, IN 2,376,2942.4m $295.1m $295.1m 13.37% Added +113.5k +113,474
48 CITIGROUP INC 0.13% of their portfolio NEW YORK, NY 2,285,6612.3m $283.8m $283.8m 0.13% Added +175.6k +175,557
49 Waldron Private Wealth LLC 9.44% of their portfolio BRIDGEVILLE, PA 2,195,6112.2m $272.6m $272.6m 9.44% Reduced -52.2k -52,225
50 CAPTRUST FINANCIAL ADVISORS 0.40% of their portfolio RALEIGH, NC 2,115,7462.1m $262.7m $262.7m 0.40% Added +204.0k +203,962
51 Mariner, LLC 0.26% of their portfolio Overland Park, KS 1,984,8152.0m $246.4m $246.4m 0.26% Reduced -286.7k -286,721
52 Clearstead Advisors, LLC 2.30% of their portfolio CLEVELAND, OH 1,958,6552.0m $243.2m $243.2m 2.30% Reduced -196.9k -196,913
53 MML INVESTORS SERVICES, LLC 0.49% of their portfolio SPRINGFIELD, MA 1,934,4151.9m $240.2m $240.2m 0.49% Added +96.2k +96,151
54 BROWN ADVISORY INC 0.37% of their portfolio BALTIMORE, MD 1,925,0131.9m $239.0m $239.0m 0.37% Reduced -83.3k -83,295
55 Creative Planning 0.14% of their portfolio OVERLAND PARK, KS 1,869,0721.9m $232.1m $232.1m 0.14% Reduced -16.3k -16,316
56 Cresset Asset Management, LLC 0.82% of their portfolio Chicago, IL 1,809,6861.8m $224.7m $224.7m 0.82% Reduced -22.3k -22,318
57 COMMERCE BANK 0.98% of their portfolio KANSAS CITY, MO 1,805,5611.8m $224.2m $224.2m 0.98% Reduced -52.7k -52,743
58 REGIONS FINANCIAL CORP 1.33% of their portfolio BIRMINGHAM, AL 1,798,4981.8m $223.3m $223.3m 1.33% Added +24.5k +24,538
59 MERCER GLOBAL ADVISORS INC /ADV 0.25% of their portfolio DENVER, CO 1,643,6581.6m $204.1m $204.1m 0.25% Added +11.2k +11,214
60 STALEY CAPITAL ADVISERS INC 7.90% of their portfolio PITTSBURGH, PA 1,633,4981.6m $202.8m $202.8m 7.90% Reduced -12.1k -12,098
61 Cambridge Investment Research Advisors, Inc. 0.23% of their portfolio FAIRFIELD, IA 1,623,0741.6m $201.5m $201.5m 0.23% Added +807.6k +807,562
62 MAI Capital Management 0.76% of their portfolio INDEPENDENCE, OH 1,603,2741.6m $199.1m $199.1m 0.76% Added +30.8k +30,826
63 Stairway Partners, LLC 9.24% of their portfolio MINNEAPOLIS, MN 1,579,1131.6m $196.1m $196.1m 9.24% Reduced -24.0k -23,959
64 IEQ CAPITAL, LLC 0.90% of their portfolio Foster City, CA 1,567,9361.6m $194.7m $194.7m 0.90% Reduced -493.4k -493,428
65 Confluence Wealth Services, Inc. 5.38% of their portfolio MCMURRAY, PA 1,515,2321.5m $188.1m $188.1m 5.38% Added +244.3k +244,332
66 NATIXIS ADVISORS, LLC 0.21% of their portfolio Boston, MA 1,502,1271.5m $186.5m $186.5m 0.21% Reduced -1.2m -1,169,861
67 D.A. DAVIDSON & CO. 1.02% of their portfolio GREAT FALLS, MT 1,490,0001.5m $185.0m $185.0m 1.02% Reduced -23.9k -23,868
68 OAKWORTH CAPITAL, INC. 8.68% of their portfolio BIRMINGHAM, AL 1,473,9971.5m $182.4m $182.4m 8.68% Added +30.7k +30,665
69 Beacon Pointe Advisors, LLC 0.84% of their portfolio NEWPORT BEACH, CA 1,460,1761.5m $181.3m $181.3m 0.84% Added +55.9k +55,852
70 Waverly Advisors, LLC 1.00% of their portfolio BIRMINGHAM, AL 1,393,2911.4m $173.0m $173.0m 1.00% Added +579.8k +579,767
71 Hackensack Meridian Health, Inc. 11.01% of their portfolio EDISON, NJ 1,313,6001.3m $163.1m $163.1m 11.01% Unchanged
72 Cullen/Frost Bankers, Inc. 1.58% of their portfolio San Antonio, TX 1,288,8141.3m $160.0m $160.0m 1.58% Reduced -20.7k -20,698
73 Lido Advisors, LLC 0.57% of their portfolio Los Angeles, CA 1,288,6971.3m $160.0m $160.0m 0.57% Reduced -16.5k -16,487
74 Venturi Wealth Management, LLC 6.11% of their portfolio AUSTIN, TX 1,272,3551.3m $158.0m $158.0m 6.11% Added +1.3m +1,255,695
75 BANK OF MONTREAL /CAN/ 0.06% of their portfolio TORONTO, A6 1,267,8911.3m $157.4m $157.4m 0.06% Reduced -29.4k -29,393
76 J.Safra Asset Management Corp 7.21% of their portfolio NEW YORK, NY 1,260,6931.3m $156.5m $156.5m 7.21% Reduced -29.7k -29,703
77 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.26% of their portfolio PLYMOUTH, MN 1,248,5191.2m $153.6m $153.6m 0.26% Added +2.3k +2,331
78 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.99% of their portfolio NEW YORK, NY 1,220,5231.2m $151.6m $151.6m 0.99% Reduced -142.5k -142,505
79 Pathstone Holdings, LLC 0.42% of their portfolio ENGLEWOOD, NJ 1,161,9051.2m $144.3m $144.3m 0.42% Added +67.2k +67,165
80 Private Advisor Group, LLC 0.63% of their portfolio MORRISTOWN, NJ 1,104,7551.1m $137.2m $137.2m 0.63% Added +42.0k +42,003
81 MONETA GROUP INVESTMENT ADVISORS LLC 1.01% of their portfolio ST LOUIS, MO 1,095,3951.1m $136.0m $136.0m 1.01% Reduced -3.3m -3,288,861
82 Modera Wealth Management, LLC 1.43% of their portfolio WESTWOOD, NJ 1,078,5081.1m $133.9m $133.9m 1.43% Reduced -9.7k -9,720
83 STEPHENS INC /AR/ 1.48% of their portfolio LITTLE ROCK, AR 1,064,0941.1m $132.2m $132.2m 1.48% Added +16.2k +16,202
84 Sun Mountain Capital Ltd 71.58% of their portfolio ST HELIER, Y9 1,061,8521.1m $131.9m $131.9m 71.58% Unchanged
85 NewEdge Wealth, LLC 1.28% of their portfolio STAMFORD, CT 1,019,8501.0m $126.6m $126.6m 1.28% Added +45.4k +45,406
86 SIMON QUICK ADVISORS, LLC 4.99% of their portfolio MORRISTOWN, NJ 994,081994.1k $123.4m $123.4m 4.99% Added +4.2k +4,165
87 Steward Partners Investment Advisory, LLC 0.63% of their portfolio STAMFORD, CT 986,551986.6k $122.5m $122.5m 0.63% Reduced -310.5k -310,469
88 BLAIR WILLIAM & CO/IL 0.31% of their portfolio CHICAGO, IL 973,601973.6k $120.9m $120.9m 0.31% Reduced -90.5k -90,503
89 HSBC HOLDINGS PLC 0.05% of their portfolio LONDON, X0 921,442921.4k $114.4m $114.4m 0.05% Added +37.6k +37,614
90 Johnson Financial Group, Inc. 3.75% of their portfolio RACINE, WI 919,428919.4k $114.2m $114.2m 3.75% Reduced -732.0k -731,972
91 Corient Private Wealth LP 0.15% of their portfolio MIAMI, FL 892,775892.8k $110.9m $110.9m 0.15% Reduced -1.8m -1,813,653
92 Kestra Advisory Services, LLC 0.35% of their portfolio AUSTIN, TX 876,866876.9k $108.9m $108.9m 0.35% Added +56.5k +56,474
93 NewEdge Advisors, LLC 0.31% of their portfolio NEW ORLEANS, LA 845,080845.1k $104.9m $104.9m 0.31% Added +32.4k +32,360
94 Quantinno Capital Management LP 0.13% of their portfolio NEW YORK, NY 839,620839.6k $104.3m $104.3m 0.13% Added +189.5k +189,452
95 KEYBANK NATIONAL ASSOCIATION/OH 0.32% of their portfolio BROOKLYN, OH 788,137788.1k $97.9m $97.9m 0.32% Reduced -23.3k -23,287
96 Baker Avenue Asset Management, LP 1.84% of their portfolio SAN FRANCISCO, CA 780,204780.2k $96.9m $96.9m 1.84% Added +54.0k +53,960
97 EP Wealth Advisors, LLC 0.37% of their portfolio TORRANCE, CA 772,054772.1k $95.9m $95.9m 0.37% Added +77.3k +77,302
98 Cedar Mountain Advisors, LLC 16.49% of their portfolio LAKE OSWEGO, OR 771,325771.3k $95.8m $95.8m 16.49% Added +569 +569
99 AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio Greenwich, CT 762,666762.7k $94.7m $94.7m 0.03% Added +44.3k +44,282
100 Sanctuary Advisors, LLC 0.42% of their portfolio INDIANAPOLIS, IN 735,866735.9k $91.4m $91.4m 0.42% Added +37.4k +37,414