Vault-13

ISHARES TR IWB

RUS 1000 ETF · ETP · CUSIP 464287622

1,397 institutional holders +51 vs Q1 2025
97,724,76797.7m shares reported held*
$33.2bnreported value*
110 new 425 added 443 reduced 54 sold out net bought ≈ $81.7m (+228.7k 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 ($24.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $339.58. Options: 4 managers hold calls ($21.0m notional), 4 hold puts ($3.3m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 1,005Q4 22: 1,076Q1 23: 1,065Q2 23: 1,108Q3 23: 1,099Q4 23: 1,218Q1 24: 1,228Q2 24: 1,259Q3 24: 1,274Q4 24: 1,361Q1 25: 1,346Q2 25: 1,3971,397Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20221,005
Q4 20221,076
Q1 20231,065
Q2 20231,108
Q3 20231,099
Q4 20231,218
Q1 20241,228
Q2 20241,259
Q3 20241,274
Q4 20241,361
Q1 20251,346
Q2 20251,397

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 23: 310 bought or addedQ3 23: 466 cut or sold outQ4 23: 483 bought or addedQ4 23: 415 cut or sold outQ4 23Q1 24: 410 bought or addedQ1 24: 518 cut or sold outQ2 24: 446 bought or addedQ2 24: 482 cut or sold outQ2 24Q3 24: 448 bought or addedQ3 24: 487 cut or sold outQ4 24: 467 bought or addedQ4 24: 471 cut or sold outQ4 24Q1 25: 484 bought or addedQ1 25: 527 cut or sold outQ2 25: 535 bought or addedQ2 25: 497 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023310466
Q4 2023483415
Q1 2024410518
Q2 2024446482
Q3 2024448487
Q4 2024467471
Q1 2025484527
Q2 2025535497

Calls vs puts

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

CallsPuts
$0$25m$50m$75m$100mQ3 24 calls: $68.7mQ3 24 puts: $2.9mQ3 24P/C 0.04Q4 24 calls: $25.0mQ4 24 puts: $84.8mQ4 24P/C 3.40Q1 25 calls: $19.8mQ1 25 puts: $47.7mQ1 25P/C 2.41Q2 25 calls: $21.0mQ2 25 puts: $3.3mQ2 25P/C 0.16
Numbers
QuarterCallsPutsP/C
Q3 2024$68.7m$2.9m0.04
Q4 2024$25.0m$84.8m3.40
Q1 2025$19.8m$47.7m2.41
Q2 2025$21.0m$3.3m0.16

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +616,717+616.7k
JONES FINANCIAL COMPANIES LLLP Added +588,034+588.0k
ROYAL BANK OF CANADA Added +473,711+473.7k
HALBERT HARGROVE GLOBAL ADVISORS, LLC Added +450,287+450.3k
FMR LLC Added +312,151+312.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +205,101+205.1k
Hippocratic Financial Advisors, LLC New +129,694+129.7k
Rockefeller Capital Management L.P. Added +122,564+122.6k
M&T Bank Corp Added +112,152+112.2k
Lido Advisors, LLC Added +87,386+87.4k

Biggest sellers

BlackRock, Inc. Reduced -747,628-747.6k
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Reduced -564,000-564.0k
Johns Hopkins University Reduced -370,450-370.4k
ALLSTATE CORP Reduced -302,022-302.0k
MORGAN STANLEY Reduced -270,377-270.4k
MERCER GLOBAL ADVISORS INC /ADV Reduced -227,182-227.2k
DAIDO LIFE INSURANCE CO Reduced -217,749-217.7k
TWO SIGMA INVESTMENTS, LP Reduced -184,000-184.0k
Corient Private Wealth LP Reduced -147,563-147.6k
MILLENNIUM MANAGEMENT LLC Reduced -120,525-120.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $17.3m50.8k shares
JANE STREET GROUP, LLC Added $2.0m6.0k shares
CITADEL ADVISORS LLC Unchanged $1.5m4.4k shares
WOLVERINE TRADING, LLC Reduced $202.5k600 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.4m4.1k shares
CITADEL ADVISORS LLC Reduced $1.2m3.5k shares
WOLVERINE TRADING, LLC Reduced $438.7k1.3k shares
JANE STREET GROUP, LLC Reduced $271.7k800 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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JONES FINANCIAL COMPANIES LLLP 2.77% of their portfolio DES PERES, MO 10,828,76610.8m $3.7bn $3.7bn 2.77% Added +588.0k +588,034
2 FMR LLC 0.19% of their portfolio BOSTON, MA 10,133,79310.1m $3.4bn $3.4bn 0.19% Added +312.2k +312,151
3 BANK OF AMERICA CORP /DE/ 0.13% of their portfolio CHARLOTTE, NC 4,768,1034.8m $1.6bn $1.6bn 0.13% Added +616.7k +616,717
4 ENVESTNET ASSET MANAGEMENT INC 0.44% of their portfolio Berwyn, PA 4,454,8554.5m $1.5bn $1.5bn 0.44% Reduced -11.4k -11,439
5 M&T Bank Corp 3.41% of their portfolio BUFFALO, NY 2,923,9702.9m $992.9m $992.9m 3.41% Added +112.2k +112,152
6 NORTHERN TRUST CORP 0.13% of their portfolio CHICAGO, IL 2,751,9862.8m $934.5m $934.5m 0.13% Added +34.5k +34,482
7 LPL Financial LLC 0.28% of their portfolio FORT MILL, SC 2,447,6692.4m $831.2m $831.2m 0.28% Added +46.6k +46,559
8 PNC Financial Services Group, Inc. 0.52% of their portfolio Pittsburgh, PA 2,385,7762.4m $810.1m $810.1m 0.52% Reduced -33.8k -33,762
9 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 1,913,5371.9m $649.8m $649.8m 0.04% Reduced -270.4k -270,377
10 GOLDMAN SACHS GROUP INC 0.10% of their portfolio NEW YORK, NY 1,780,5761.8m $604.6m $604.6m 0.10% Reduced -100.3k -100,330
11 BlackRock, Inc. 0.01% of their portfolio New York, NY 1,657,2171.7m $562.7m $562.7m 0.01% Reduced -747.6k -747,628
12 WELLS FARGO & COMPANY/MN 0.12% of their portfolio SAN FRANCISCO, CA 1,606,6431.6m $545.6m $545.6m 0.12% Added +66.4k +66,412
13 Millburn Ridgefield LLC /DE/ 12.97% of their portfolio New York, NY 1,586,6421.6m $538.8m $538.8m 12.97% Reduced -107.0k -106,966
14 Catalyst Capital Advisors LLC 10.88% of their portfolio San Juan, PR 1,586,6421.6m $538.8m $538.8m 10.88% Reduced -107.0k -106,966
15 JOHNSON INVESTMENT COUNSEL INC 4.29% of their portfolio Cincinnati, OH 1,405,0341.4m $477.1m $477.1m 4.29% Added +44.7k +44,732
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.34% of their portfolio MILWAUKEE, WI 1,370,8781.4m $465.5m $465.5m 0.34% Added +86.5k +86,539
17 JPMORGAN CHASE & CO 0.03% of their portfolio NEW YORK, NY 1,344,6821.3m $456.6m $456.6m 0.03% Added +65.2k +65,170
18 BOKF, NA 7.09% of their portfolio TULSA, OK 1,288,9761.3m $437.7m $437.7m 7.09% Added +20.9k +20,864
19 CAPTRUST FINANCIAL ADVISORS 0.89% of their portfolio RALEIGH, NC 1,173,8741.2m $398.6m $398.6m 0.89% Reduced -11.9k -11,915
20 Pathstone Holdings, LLC 1.56% of their portfolio ENGLEWOOD, NJ 1,165,0201.2m $395.4m $395.4m 1.56% Reduced -1.5k -1,503
21 UBS Group AG 0.07% of their portfolio ZURICH, V8 995,872995.9k $338.2m $338.2m 0.07% Added +20.5k +20,504
22 Focus Partners Wealth 0.69% of their portfolio ST LOUIS, MO 934,666934.7k $317.4m $317.4m 0.69% Added +17.1k +17,081
23 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 828,322828.3k $281.3m $281.3m 0.03% Added +473.7k +473,711
24 CHURCHILL MANAGEMENT Corp 2.94% of their portfolio Los Angeles, CA 798,988799.0k $271.3m $271.3m 2.94% Added +6.2k +6,164
25 National Mutual Insurance Federation of Agricultural Cooperatives 2.17% of their portfolio TOKYO, JAPAN, M0 791,000791.0k $268.6m $268.6m 2.17% Unchanged
26 MERCER GLOBAL ADVISORS INC /ADV 0.60% of their portfolio DENVER, CO 783,548783.5k $266.1m $266.1m 0.60% Reduced -227.2k -227,182
27 Cerity Partners LLC 0.45% of their portfolio NEW YORK, NY 749,361749.4k $254.5m $254.5m 0.45% Added +11.6k +11,560
28 Legacy Wealth Management, LLC 15.39% of their portfolio MEMPHIS, TN 728,850728.9k $247.5m $247.5m 15.39% Reduced -29.5k -29,478
29 Capstone Financial Advisors, Inc. 13.02% of their portfolio DOWNERS GROVE, IL 661,216661.2k $224.5m $224.5m 13.02% Reduced -5.1k -5,063
30 US BANCORP \DE\ 0.28% of their portfolio MINNEAPOLIS, MN 659,590659.6k $224.0m $224.0m 0.28% Added +54.0k +54,034
31 Creative Planning 0.19% of their portfolio OVERLAND PARK, KS 657,797657.8k $223.4m $223.4m 0.19% Reduced -9.3k -9,328
32 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 579,524579.5k $196.8m $196.8m 0.07% Reduced -19.6k -19,621
33 TIAA TRUST, NATIONAL ASSOCIATION 0.49% of their portfolio CHARLOTTE, NC 558,947558.9k $189.2m $189.2m 0.49% Reduced -22.9k -22,862
34 COMERICA BANK 0.73% of their portfolio DALLAS, TX 553,572553.6k $188.0m $188.0m 0.73% Reduced -16.6k -16,576
35 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.31% of their portfolio PLYMOUTH, MN 542,758542.8k $186.6m $186.6m 0.31% Added +205.1k +205,101
36 Mariner, LLC 0.26% of their portfolio Overland Park, KS 535,883535.9k $182.0m $182.0m 0.26% Added +27.1k +27,143
37 HighTower Advisors, LLC 0.21% of their portfolio CHICAGO, IL 497,173497.2k $168.8m $168.8m 0.21% Added +11.5k +11,531
38 Empower Advisory Group, LLC 0.49% of their portfolio Greenwood Village, CO 478,858478.9k $162.6m $162.6m 0.49% Reduced -13.7k -13,717
39 HALBERT HARGROVE GLOBAL ADVISORS, LLC 8.32% of their portfolio LONG BEACH, CA 466,465466.5k $158.4m $158.4m 8.32% Added +450.3k +450,287
40 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 453,121453.1k $153.9m $153.9m 0.04% Reduced -17.5k -17,538
41 RED CEDAR INVESTMENT MANAGEMENT, LLC 18.61% of their portfolio GRAND RAPIDS, MI 434,149434.1k $147.4m $147.4m 18.61% Reduced -19.7k -19,692
42 IEQ CAPITAL, LLC 0.87% of their portfolio Foster City, CA 419,418419.4k $142.4m $142.4m 0.87% Added +37.8k +37,783
43 TRUIST FINANCIAL CORP 0.21% of their portfolio CHARLOTTE, NC 418,739418.7k $142.2m $142.2m 0.21% Added +6.9k +6,901
44 FIFTH THIRD BANCORP 0.45% of their portfolio CINCINNATI, OH 387,523387.5k $131.6m $131.6m 0.45% Reduced -384 -384
45 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.26% of their portfolio TORONTO, A6 385,000385.0k $130.7m $130.7m 0.26% Reduced -564.0k -564,000
46 CIBC Private Wealth Group LLC 0.22% of their portfolio ATLANTA, GA 368,232368.2k $125.0m $125.0m 0.22% Reduced -6.6k -6,618
47 HSBC HOLDINGS PLC 0.08% of their portfolio LONDON, X0 360,044360.0k $122.3m $122.3m 0.08% Reduced -15.7k -15,656
48 Arbor Investment Advisors, LLC 15.08% of their portfolio WINSTON SALEM, NC 346,676346.7k $117.7m $117.7m 15.08% Added +1.7k +1,660
49 MPS Loria Financial Planners, LLC 33.21% of their portfolio Burr Ridge, IL 332,397332.4k $112.9m $112.9m 33.21% Reduced -9.9k -9,863
50 Waverly Advisors, LLC 1.24% of their portfolio BIRMINGHAM, AL 331,452331.5k $112.6m $112.6m 1.24% Reduced -499 -499
51 McKinley Carter Wealth Services, Inc. 5.73% of their portfolio WHEELING, WV 303,806303.8k $103.2m $103.2m 5.73% Added +54 +54
52 BANK OF MONTREAL /CAN/ 0.05% of their portfolio TORONTO, A6 282,613282.6k $96.0m $96.0m 0.05% Reduced -9.8k -9,804
53 Cetera Investment Advisers 0.15% of their portfolio SCHAUMBURG, IL 268,706268.7k $91.2m $91.2m 0.15% Reduced -9.6k -9,634
54 Johns Hopkins University 4.75% of their portfolio BALTIMORE, MD 264,479264.5k $89.8m $89.8m 4.75% Reduced -370.4k -370,450
55 Winthrop Advisory Group LLC 8.42% of their portfolio BOSTON, MA 257,112257.1k $87.3m $87.3m 8.42% Added +27.0k +26,957
56 AMG National Trust Bank 2.21% of their portfolio GREENWOOD VILLAGE, CO 247,705247.7k $84.1m $84.1m 2.21% Reduced -857 -857
57 Rockefeller Capital Management L.P. 0.10% of their portfolio NEW YORK, NY 244,476244.5k $84.8m $84.8m 0.10% Added +122.6k +122,564
58 Baird Financial Group, Inc. 0.14% of their portfolio MILWAUKEE, WI 236,244236.2k $80.2m $80.2m 0.14% Reduced -970 -970
59 Parkside Advisors LLC 16.50% of their portfolio BERKELEY, CA 221,192221.2k $75.1m $75.1m 16.50% Reduced -3.8k -3,825
60 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 215,766215.8k $73.3m $73.3m 0.10% Reduced -12.6k -12,631
61 Ballentine Partners, LLC 1.10% of their portfolio Waltham, MA 215,316215.3k $73.1m $73.1m 1.10% Reduced -8.1k -8,139
62 COLDSTREAM CAPITAL MANAGEMENT INC 1.18% of their portfolio BELLEVUE, WA 213,047213.0k $72.3m $72.3m 1.18% Reduced -2.3k -2,271
63 BOK Financial Private Wealth, Inc. 4.72% of their portfolio DENVER, CO 208,336208.3k $70.7m $70.7m 4.72% Reduced -11.4k -11,352
64 JFS WEALTH ADVISORS, LLC 4.47% of their portfolio HERMITAGE, PA 206,774206.8k $70.2m $70.2m 4.47% Reduced -865 -865
65 COMMERCE BANK 0.40% of their portfolio KANSAS CITY, MO 201,718201.7k $68.5m $68.5m 0.40% Reduced -1.6k -1,636
66 WASHINGTON TRUST Co 2.35% of their portfolio WESTERLY, RI 195,514195.5k $66.4m $66.4m 2.35% Reduced -3.5k -3,501
67 STIFEL FINANCIAL CORP 0.06% of their portfolio ST. LOUIS, MO 189,403189.4k $64.3m $64.3m 0.06% Added +3.9k +3,891
68 BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio PARIS, I0 185,529185.5k $63.0m $63.0m 0.05% Reduced -588 -588
69 BROWN ADVISORY INC 0.08% of their portfolio BALTIMORE, MD 185,502185.5k $63.0m $63.0m 0.08% Added +32.3k +32,265
70 NorthCoast Asset Management LLC 0.27% of their portfolio STAMFORD, CT 184,834184.8k $62.8m $62.8m 0.27% Added +4.1k +4,130
71 PRINCIPAL SECURITIES, INC. 1.14% of their portfolio DES MOINES, IA 178,911178.9k $60.8m $60.8m 1.14% Added +13.0k +12,970
72 BRIGHTON JONES LLC 1.64% of their portfolio SEATTLE, WA 177,798177.8k $60.4m $60.4m 1.64% Reduced -629 -629
73 OBSIDIAN CIO, LLC 8.75% of their portfolio NEW YORK, NY 177,419177.4k $60.2m $60.2m 8.75% Reduced -2.8k -2,802
74 Cambridge Investment Research Advisors, Inc. 0.18% of their portfolio FAIRFIELD, IA 176,650176.7k $60.0m $60.0m 0.18% Added +3.3k +3,294
75 Wealthspire Advisors, LLC 0.34% of their portfolio NEW YORK, NY 175,920175.9k $59.7m $59.7m 0.34% Added +2.0k +2,042
76 Envestnet Portfolio Solutions, Inc. 0.22% of their portfolio BERWYN, PA 174,860174.9k $59.4m $59.4m 0.22% Reduced -39.8k -39,799
77 Enclave Advisors LLC 9.44% of their portfolio AUSTIN, TX 172,157172.2k $58.5m $58.5m 9.44% Reduced -2.4k -2,381
78 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 169,477169.5k $57.5m $57.5m 0.01% Reduced -6.4k -6,426
79 MML INVESTORS SERVICES, LLC 0.16% of their portfolio SPRINGFIELD, MA 167,228167.2k $56.8m $56.8m 0.16% Reduced -1.5k -1,549
80 OSAIC HOLDINGS, INC. 0.10% of their portfolio SCOTTSDALE, AZ 163,546163.5k $55.6m $55.6m 0.10% Added +18.9k +18,938
81 NIXON PEABODY TRUST CO 4.10% of their portfolio BOSTON, MA 155,920155.9k $52.9m $52.9m 4.10% Reduced -20.4k -20,423
82 Jordan Park Group LLC 3.42% of their portfolio SAN FRANCISCO, CA 155,130155.1k $52.7m $52.7m 3.42% Reduced -56.6k -56,615
83 DAIDO LIFE INSURANCE CO 7.42% of their portfolio TOKYO, M0 146,147146.1k $49.6m $49.6m 7.42% Reduced -217.7k -217,749
84 Equitable Holdings, Inc. 0.40% of their portfolio NEW YORK, NY 144,119144.1k $48.9m $48.9m 0.40% Reduced -1.5k -1,490
85 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1.08% of their portfolio BOSTON, MA 143,760143.8k $48.8m $48.8m 1.08% Unchanged
86 SCHRODER INVESTMENT MANAGEMENT GROUP 0.04% of their portfolio London, X0 143,750143.8k $48.5m $48.5m 0.04% Reduced -68.4k -68,403
87 CHOREO, LLC 0.66% of their portfolio ROCKFORD, IL 138,988139.0k $47.2m $47.2m 0.66% Reduced -15.4k -15,375
88 Conservest Capital Advisors, Inc. 4.64% of their portfolio WYNNEWOOD, PA 138,423138.4k $47.0m $47.0m 4.64% Reduced -3.1k -3,126
89 RHUMBLINE ADVISERS 0.04% of their portfolio BOSTON, MA 138,156138.2k $46.9m $46.9m 0.04% Added +47.6k +47,583
90 TWO SIGMA INVESTMENTS, LP 0.08% of their portfolio NEW YORK, NY 137,500137.5k $46.7m $46.7m 0.08% Reduced -184.0k -184,000
91 Corient Private Wealth LP 0.06% of their portfolio MIAMI, FL 135,537135.5k $46.0m $46.0m 0.06% Reduced -147.6k -147,563
92 JT Stratford LLC 6.81% of their portfolio GAINESVILLE, GA 132,571132.6k $45.0m $45.0m 6.81% Added +13.2k +13,244
93 Hippocratic Financial Advisors, LLC 23.52% of their portfolio WESTLAKE VILLAGE, CA 129,694129.7k $44.0m $44.0m 23.52% New
94 DT Investment Partners, LLC 3.90% of their portfolio CHADDS FORD, PA 127,808127.8k $43.4m $43.4m 3.90% Added +26.2k +26,175
95 Keel Point, LLC 2.79% of their portfolio HUNTSVILLE, AL 124,251124.3k $42.2m $42.2m 2.79% Reduced -474 -474
96 NewEdge Advisors, LLC 0.22% of their portfolio NEW ORLEANS, LA 123,154123.2k $41.8m $41.8m 0.22% Added +984 +984
97 Trust Co 4.68% of their portfolio MANHATTAN, KS 122,182122.2k $41.5m $41.5m 4.68% Added +19.9k +19,883
98 Brewster Financial Planning LLC 27.44% of their portfolio BROOKLYN, NY 119,766119.8k $40.7m $40.7m 27.44% Added +1.0k +1,048
99 Financial Management Professionals, Inc. 4.52% of their portfolio AUSTIN, TX 118,438118.4k $40.2m $40.2m 4.52% Reduced -5.3k -5,289
100 American Financial Advisors, LLC 5.56% of their portfolio Marietta, GA 117,260117.3k $39.8m $39.8m 5.56% Reduced -2.4k -2,408