ISHARES TR IWB
RUS 1000 ETF · ETP · CUSIP 464287622
1,005
institutional holders
101.9m
shares reported held*
$20.0bnreported 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 ($17.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $195.93. Options: 3 managers hold calls ($7.0m notional), 3 hold puts ($10.5m).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $3.8m19.2k shares |
| CITADEL ADVISORS LLC | — | $3.2m16.2k shares |
| Paladin Advisory Group, LLC | — | $60.0k308 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $7.7m39.1k shares |
| CITADEL ADVISORS LLC | — | $2.8m14.2k shares |
| Cutler Group LLC / CA | — | $4.0k100 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 |
|---|---|---|
| FMR LLC 0.25% of their portfolio | 12.2m $2.4bn | — |
| JONES FINANCIAL COMPANIES LLLP 2.67% of their portfolio | 7.4m $1.5bn | — |
| ENVESTNET ASSET MANAGEMENT INC 0.56% of their portfolio | 4.9m $975.5m | — |
| BlackRock Inc. 0.03% of their portfolio | 4.7m $928.4m | — |
| BANK OF AMERICA CORP /DE/ 0.10% of their portfolio | 3.7m $733.2m | — |
| PNC Financial Services Group, Inc. 0.56% of their portfolio | 2.7m $534.7m | — |
| NORTHERN TRUST CORP 0.11% of their portfolio | 2.5m $501.8m | — |
| M&T Bank Corp 2.21% of their portfolio | 2.5m $496.8m | — |
| LPL Financial LLC 0.38% of their portfolio | 2.0m $393.7m | — |
| MORGAN STANLEY 0.05% of their portfolio | 1.9m $373.9m | — |
| GOLDMAN SACHS GROUP INC 0.10% of their portfolio | 1.7m $341.2m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.57% of their portfolio | 1.6m $325.1m | — |
| Millburn Ridgefield LLC /DE/ 14.55% of their portfolio | 1.6m $321.7m | — |
| Catalyst Capital Advisors LLC 12.16% of their portfolio | 1.6m $321.7m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.83% of their portfolio | 1.6m $317.9m | — |
| DAIDO LIFE INSURANCE CO 28.87% of their portfolio | 1.6m $312.5m | — |
| National Mutual Insurance Federation of Agricultural Cooperatives 3.32% of their portfolio | 1.5m $294.0m | — |
| Column Capital Advisors, LLC 8.40% of their portfolio | 1.4m $40.6m | — |
| WELLS FARGO & COMPANY/MN 0.09% of their portfolio | 1.4m $268.3m | — |
| Veritable, L.P. 4.76% of their portfolio | 1.2m $245.1m | — |
| JOHNSON INVESTMENT COUNSEL INC 3.58% of their portfolio | 1.2m $241.7m | — |
| BOKF, NA 4.62% of their portfolio | 1.2m $228.4m | — |
| Johns Hopkins University 12.75% of their portfolio | 1.1m $210.5m | — |
| UBS Group AG 0.11% of their portfolio | 990.7k $195.5m | — |
| CAPTRUST FINANCIAL ADVISORS 0.96% of their portfolio | 837.0k $165.2m | — |
| Legacy Wealth Management, LLC 17.12% of their portfolio | 835.3k $164.8m | — |
| CHURCHILL MANAGEMENT Corp 4.28% of their portfolio | 809.0k $159.6m | — |
| Capstone Financial Advisors, Inc. 14.03% of their portfolio | 770.9k $152.1m | — |
| OSAIC HOLDINGS, INC. 0.35% of their portfolio | 769.3k $151.9m | — |
| TIAA, FSB 0.65% of their portfolio | 763.6k $150.7m | — |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 754.6k $146.4m | — |
| Creative Planning 0.24% of their portfolio | 711.0k $140.3m | — |
| COMERICA BANK 1.24% of their portfolio | 703.8k $146.7m | — |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.22% of their portfolio | 675.6k $133.3m | — |
| Cerity Partners LLC 1.57% of their portfolio | 662.5k $130.7m | — |
| Goldstein Munger & Associates 42.80% of their portfolio | 658.2k $129.9m | — |
| PERSONAL CAPITAL ADVISORS CORP 0.67% of their portfolio | 626.0k $123.5m | — |
| RED CEDAR INVESTMENT MANAGEMENT, LLC 20.72% of their portfolio | 614.5k $121.3m | — |
| US BANCORP \DE\ 0.23% of their portfolio | 570.5k $112.6m | — |
| COLONY GROUP LLC 1.92% of their portfolio | 550.8k $108.7m | — |
| HSBC HOLDINGS PLC 0.19% of their portfolio | 527.0k $104.0m | — |
| FIFTH THIRD BANCORP 0.54% of their portfolio | 521.8k $103.0m | — |
| Twele Capital Management, Inc. 16.35% of their portfolio | 479.7k $94.7m | — |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.45% of their portfolio | 447.0k $88.2m | — |
| Mariner, LLC 0.34% of their portfolio | 435.1k $85.9m | — |
| HighTower Advisors, LLC 0.23% of their portfolio | 425.9k $84.1m | — |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 402.5k $79.4m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.46% of their portfolio | 396.6k $78.3m | — |
| Waverly Advisors, LLC 5.19% of their portfolio | 373.7k $73.7m | — |
| CIBC Private Wealth Group LLC 0.19% of their portfolio | 364.0k $71.8m | — |
| Arbor Investment Advisors, LLC 17.26% of their portfolio | 361.4k $71.3m | — |
| TRUIST FINANCIAL CORP 0.14% of their portfolio | 358.2k $70.7m | — |
| MPS Loria Financial Planners, LLC 25.95% of their portfolio | 338.8k $66.9m | — |
| Franklin, Parlapiano, Turner & Welch, LLC 21.13% of their portfolio | 300.9k $59.4m | — |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 299.1k $59.0m | — |
| AMG National Trust Bank 2.20% of their portfolio | 296.8k $58.6m | — |
| 55I, LLC 1.58% of their portfolio | 287.0k $56.6m | — |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 281.9k $55.6m | — |
| Raymond James Financial Services Advisors, Inc. 0.12% of their portfolio | 274.1k $54.1m | — |
| Baird Financial Group, Inc. 0.15% of their portfolio | 263.9k $52.1m | — |
| Winthrop Advisory Group LLC 11.14% of their portfolio | 263.5k $52.0m | — |
| Parkside Advisors LLC 19.41% of their portfolio | 258.3k $51.0m | — |
| LAKE STREET ADVISORS GROUP, LLC 3.66% of their portfolio | 255.6k $50.4m | — |
| Ballentine Partners, LLC 1.70% of their portfolio | 249.1k $49.1m | — |
| Bank of New York Mellon Corp 0.01% of their portfolio | 237.8k $46.9m | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.68% of their portfolio | 237.2k $47.6m | — |
| McKinley Carter Wealth Services, Inc. 4.28% of their portfolio | 233.0k $46.0m | — |
| Wealth CMT 27.28% of their portfolio | 230.3k $45.5m | — |
| STATE OF WISCONSIN INVESTMENT BOARD 0.14% of their portfolio | 227.6k $44.9m | — |
| WASHINGTON TRUST Co 2.16% of their portfolio | 217.4k $42.9m | — |
| JFS WEALTH ADVISORS, LLC 4.56% of their portfolio | 210.7k $41.6m | — |
| MML INVESTORS SERVICES, LLC 0.31% of their portfolio | 207.8k $41.0m | — |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.34% of their portfolio | 207.2k $40.9m | — |
| RAYMOND JAMES & ASSOCIATES 0.04% of their portfolio | 206.3k $40.7m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio | 186.8k $36.9m | — |
| TELEMUS CAPITAL, LLC 3.78% of their portfolio | 186.4k $36.8m | — |
| EPIQ Capital Group, LLC 19.40% of their portfolio | 185.9k $36.7m | — |
| Equitable Holdings, Inc. 0.70% of their portfolio | 182.1k $35.9m | — |
| BRIGHTON JONES LLC 2.11% of their portfolio | 182.0k $35.9m | — |
| COMERICA SECURITIES,INC. 2.84% of their portfolio | 174.9k $34.5m | — |
| Karpus Management, Inc. 1.19% of their portfolio | 172.4k $34.0m | — |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 171.7k $36.7m | — |
| HBC Financial Services, PLLC 27.95% of their portfolio | 168.2k $33.2m | — |
| Employees' Retirement Fund of the City of Fort Worth 6.93% of their portfolio | 165.6k $32.7m | — |
| OBSIDIAN CIO, LLC 16.30% of their portfolio | 163.8k $32.3m | — |
| CHOREO, LLC 1.84% of their portfolio | 160.9k $31.9m | — |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 151.0k $29.8m | — |
| ETF Portfolio Partners, Inc. 13.07% of their portfolio | 149.9k $29.6m | — |
| BOK Financial Private Wealth, Inc. 2.59% of their portfolio | 145.6k $28.7m | — |
| Single Point Partners, LLC 7.63% of their portfolio | 140.8k $27.8m | — |
| Conservest Capital Advisors, Inc. 3.90% of their portfolio | 140.5k $27.7m | — |
| COMMERCE BANK 0.24% of their portfolio | 137.5k $27.1m | — |
| Cambridge Investment Research Advisors, Inc. 0.15% of their portfolio | 136.3k $26.9m | — |
| Keel Point, LLC 4.51% of their portfolio | 133.1k $26.3m | — |
| Busey Bank 1.30% of their portfolio | 133.0k $26.2m | — |
| Brewster Financial Planning LLC 29.80% of their portfolio | 129.3k $25.5m | — |
| STIFEL FINANCIAL CORP 0.04% of their portfolio | 127.4k $25.1m | — |
| SIGMA INVESTMENT COUNSELORS INC 2.05% of their portfolio | 121.9k $24.1m | — |
| US FINANCIAL ADVISORS, LLC 13.25% of their portfolio | 119.8k $23.6m | — |
| DT Investment Partners, LLC 3.77% of their portfolio | 116.8k $23.1m | — |