Vault-13

ISHARES TR IWB

RUS 1000 ETF · ETP · CUSIP 464287622

1,548 institutional holders +71 vs Q1 2026
95,609,12795.6m shares reported held*
$39.1bnreported value*
117 new 371 added 568 reduced 41 sold out net sold ≈ $743.9m (-1.7m 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 ($136.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $408.68. Options: 3 managers hold calls ($14.5m notional), 2 hold puts ($3.1m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01k2kQ3 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: 1,397Q3 25: 1,424Q4 25: 1,501Q1 26: 1,477Q2 26: 1,5481,548Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 20251,424
Q4 20251,501
Q1 20261,477
Q2 20261,548

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 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 25Q3 25: 462 bought or addedQ3 25: 538 cut or sold outQ4 25: 485 bought or addedQ4 25: 559 cut or sold outQ4 25Q1 26: 491 bought or addedQ1 26: 603 cut or sold outQ2 26: 488 bought or addedQ2 26: 609 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024448487
Q4 2024467471
Q1 2025484527
Q2 2025535497
Q3 2025462538
Q4 2025485559
Q1 2026491603
Q2 2026488609

Calls vs puts

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

CallsPuts
$0$10m$20m$30mQ3 25 calls: $23.2mQ3 25 puts: $6.4mQ3 25P/C 0.28Q4 25 calls: $20.4mQ4 25 puts: $12.0mQ4 25P/C 0.59Q1 26 calls: $19.3mQ1 26 puts: $8.8mQ1 26P/C 0.46Q2 26 calls: $14.5mQ2 26 puts: $3.1mQ2 26P/C 0.21
Numbers
QuarterCallsPutsP/C
Q3 2025$23.2m$6.4m0.28
Q4 2025$20.4m$12.0m0.59
Q1 2026$19.3m$8.8m0.46
Q2 2026$14.5m$3.1m0.21

Biggest buyers

Dynasty Wealth Management, LLC Added +836,222+836.2k
BlackRock, Inc. Added +651,566+651.6k
OpenArc Corporate Advisory, LLC New +437,245+437.2k
JPMORGAN CHASE & CO Added +367,938+367.9k
SAGESPRING WEALTH PARTNERS, LLC Added +308,540+308.5k
Boston Partners Added +164,965+165.0k
Cambridge Investment Research Advisors, Inc. Added +158,738+158.7k
Norinchukin Bank, The New +155,000+155.0k
M&T Bank Corp Added +100,153+100.2k
AQR CAPITAL MANAGEMENT LLC Added +70,522+70.5k

Biggest sellers

JONES FINANCIAL COMPANIES LLLP Reduced -1,747,967-1.7m
BANK OF AMERICA CORP /DE/ Reduced -588,431-588.4k
ALLSTATE CORP Sold out -552,584-552.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -434,737-434.7k
MILLENNIUM MANAGEMENT LLC Reduced -312,153-312.2k
Lido Advisors, LLC Reduced -154,011-154.0k
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -138,706-138.7k
FMR LLC Reduced -117,017-117.0k
NORTHERN TRUST CORP Reduced -107,758-107.8k
TWO SIGMA INVESTMENTS, LP Reduced -91,440-91.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $6.9m16.9k shares
CITADEL ADVISORS LLC Added $5.6m13.6k shares
JANE STREET GROUP, LLC Reduced $2.0m4.9k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.3m5.5k shares
CITADEL ADVISORS LLC Reduced $860.0k2.1k 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 FMR LLC 0.18% of their portfolio BOSTON, MA 9,942,7939.9m $4.1bn $4.1bn 0.18% Reduced -117.0k -117,017
2 JONES FINANCIAL COMPANIES LLLP 1.39% of their portfolio DES PERES, MO 8,705,4128.7m $3.5bn $3.5bn 1.39% Reduced -1.7m -1,747,967
3 BANK OF AMERICA CORP /DE/ 0.12% of their portfolio CHARLOTTE, NC 4,567,1544.6m $1.9bn $1.9bn 0.12% Reduced -588.4k -588,431
4 ENVESTNET ASSET MANAGEMENT INC 0.38% of their portfolio Berwyn, PA 3,908,5053.9m $1.6bn $1.6bn 0.38% Reduced -434.7k -434,737
5 M&T Bank Corp 3.48% of their portfolio BUFFALO, NY 2,899,5762.9m $1.2bn $1.2bn 3.48% Added +100.2k +100,153
6 NORTHERN TRUST CORP 0.12% of their portfolio CHICAGO, IL 2,550,7672.6m $1.0bn $1.0bn 0.12% Reduced -107.8k -107,758
7 LPL Financial LLC 0.23% of their portfolio FORT MILL, SC 2,543,8752.5m $1.0bn $1.0bn 0.23% Added +7.2k +7,163
8 PNC Financial Services Group, Inc. 0.47% of their portfolio Pittsburgh, PA 2,313,3802.3m $947.3m $947.3m 0.47% Reduced -16.2k -16,165
9 BlackRock, Inc. 0.01% of their portfolio New York, NY 2,289,9862.3m $937.7m $937.7m 0.01% Added +651.6k +651,566
10 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 2,040,8742.0m $835.7m $835.7m 0.04% Added +11.1k +11,089
11 Focus Partners Wealth 0.78% of their portfolio ST LOUIS, MO 1,859,3701.9m $761.4m $761.4m 0.78% Reduced -73.6k -73,586
12 Millburn Ridgefield LLC /DE/ 12.70% of their portfolio New York, NY 1,637,7591.6m $670.7m $670.7m 12.70% Reduced -4.0k -3,974
13 Catalyst Capital Advisors LLC 11.13% of their portfolio San Juan, PR 1,637,7591.6m $670.7m $670.7m 11.13% Reduced -4.0k -3,974
14 JPMORGAN CHASE & CO 0.04% of their portfolio NEW YORK, NY 1,634,3891.6m $664.1m $664.1m 0.04% Added +367.9k +367,938
15 WELLS FARGO & COMPANY/MN 0.11% of their portfolio SAN FRANCISCO, CA 1,577,8201.6m $646.1m $646.1m 0.11% Reduced -2.1k -2,104
16 JOHNSON INVESTMENT COUNSEL INC 4.28% of their portfolio Cincinnati, OH 1,429,3861.4m $585.3m $585.3m 4.28% Added +9.8k +9,824
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.29% of their portfolio MILWAUKEE, WI 1,337,4161.3m $547.7m $547.7m 0.29% Reduced -42.7k -42,689
18 BOKF, NA 7.23% of their portfolio TULSA, OK 1,281,4181.3m $524.7m $524.7m 7.23% Reduced -5.6k -5,600
19 CAPTRUST FINANCIAL ADVISORS 0.80% of their portfolio RALEIGH, NC 1,270,4981.3m $520.3m $520.3m 0.80% Reduced -9.3k -9,323
20 UBS Group AG 0.07% of their portfolio ZURICH, V8 1,138,5811.1m $466.2m $466.2m 0.07% Added +198 +198
21 Pathstone Holdings, LLC 1.35% of their portfolio ENGLEWOOD, NJ 1,132,9241.1m $463.9m $463.9m 1.35% Added +20.9k +20,883
22 GOLDMAN SACHS GROUP INC 0.05% of their portfolio NEW YORK, NY 1,081,9811.1m $443.1m $443.1m 0.05% Reduced -86.8k -86,766
23 US BANCORP \DE\ 0.38% of their portfolio MINNEAPOLIS, MN 856,684856.7k $350.8m $350.8m 0.38% Reduced -35.5k -35,498
24 Dynasty Wealth Management, LLC 2.55% of their portfolio ST. PETERSBURG, FL 838,203838.2k $343.2m $343.2m 2.55% Added +836.2k +836,222
25 FIFTH THIRD BANCORP 0.55% of their portfolio CINCINNATI, OH 833,092833.1k $341.2m $341.2m 0.55% Reduced -16.9k -16,888
26 Cerity Partners LLC 0.41% of their portfolio NEW YORK, NY 815,660815.7k $334.0m $334.0m 0.41% Added +15.5k +15,535
27 National Mutual Insurance Federation of Agricultural Cooperatives 2.12% of their portfolio TOKYO, JAPAN, M0 791,000791.0k $323.9m $323.9m 2.12% Unchanged
28 MERCER GLOBAL ADVISORS INC /ADV 0.37% of their portfolio DENVER, CO 721,484721.5k $295.4m $295.4m 0.37% Reduced -63.3k -63,258
29 Legacy Wealth Management, LLC 15.05% of their portfolio MEMPHIS, TN 702,613702.6k $287.7m $287.7m 15.05% Reduced -5.6k -5,589
30 Creative Planning 0.16% of their portfolio OVERLAND PARK, KS 651,215651.2k $266.7m $266.7m 0.16% Added +8.9k +8,922
31 Capstone Financial Advisors, Inc. 12.72% of their portfolio DOWNERS GROVE, IL 637,495637.5k $261.1m $261.1m 12.72% Reduced -8.8k -8,825
32 Pinnacle Financial Partners, Inc. 1.75% of their portfolio ATLANTA, GA 625,348625.3k $256.1m $256.1m 1.75% Added +15.6k +15,644
33 Mariner, LLC 0.24% of their portfolio Overland Park, KS 566,204566.2k $231.9m $231.9m 0.24% Reduced -14.5k -14,487
34 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 565,167565.2k $231.4m $231.4m 0.06% Reduced -26.9k -26,901
35 HighTower Advisors, LLC 0.21% of their portfolio CHICAGO, IL 524,619524.6k $214.8m $214.8m 0.21% Added +480 +480
36 IEQ CAPITAL, LLC 0.93% of their portfolio Foster City, CA 492,609492.6k $201.7m $201.7m 0.93% Reduced -22.7k -22,679
37 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 482,320482.3k $197.6m $197.6m 0.04% Added +2.6k +2,613
38 OpenArc Corporate Advisory, LLC 2.13% of their portfolio ATLANTA, GA 437,245437.2k $179.1m $179.1m 2.13% New
39 Empower Advisory Group, LLC 0.42% of their portfolio Greenwood Village, CO 430,492430.5k $176.3m $176.3m 0.42% Reduced -12.1k -12,067
40 TRUIST FINANCIAL CORP 0.20% of their portfolio CHARLOTTE, NC 410,929410.9k $168.3m $168.3m 0.20% Reduced -18.7k -18,728
41 Cetera Investment Advisers 0.14% of their portfolio SCHAUMBURG, IL 381,177381.2k $156.1m $156.1m 0.14% Added +20.1k +20,096
42 CIBC Bancorp USA Inc. 0.19% of their portfolio CHICAGO, IL 380,082380.1k $155.6m $155.6m 0.19% Added +2.3k +2,336
43 RED CEDAR INVESTMENT MANAGEMENT, LLC 14.73% of their portfolio GRAND RAPIDS, MI 379,919379.9k $155.6m $155.6m 14.73% Reduced -15.4k -15,406
44 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 352,340352.3k $144.3m $144.3m 0.02% Reduced -24.8k -24,776
45 MPS Loria Financial Planners, LLC 32.71% of their portfolio Burr Ridge, IL 347,484347.5k $142.3m $142.3m 32.71% Added +6.5k +6,549
46 BANK OF MONTREAL /CAN/ 0.05% of their portfolio TORONTO, A6 341,972342.0k $140.0m $140.0m 0.05% Added +353 +353
47 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.23% of their portfolio PLYMOUTH, MN 336,014336.0k $136.3m $136.3m 0.23% Added +2.4k +2,389
48 Cambridge Investment Research Advisors, Inc. 0.15% of their portfolio FAIRFIELD, IA 327,250327.2k $134.0m $134.0m 0.15% Added +158.7k +158,738
49 HSBC HOLDINGS PLC 0.06% of their portfolio LONDON, X0 318,478318.5k $130.4m $130.4m 0.06% Reduced -7.0k -7,019
50 Waverly Advisors, LLC 0.75% of their portfolio BIRMINGHAM, AL 314,703314.7k $128.9m $128.9m 0.75% Reduced -4.3k -4,320
51 SAGESPRING WEALTH PARTNERS, LLC 1.96% of their portfolio FRANKLIN, TN 311,153311.2k $127.4m $127.4m 1.96% Added +308.5k +308,540
52 NorthRock Partners, LLC 1.76% of their portfolio MINNEAPOLIS, MN 295,228295.2k $120.9m $120.9m 1.76% Reduced -3.0k -3,034
53 Arbor Investment Advisors, LLC 13.20% of their portfolio WINSTON SALEM, NC 284,885284.9k $116.7m $116.7m 13.20% Reduced -6.1k -6,097
54 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.39% of their portfolio CHARLOTTE, NC 279,636279.6k $114.5m $114.5m 0.39% Added +7.1k +7,130
55 Johns Hopkins University 7.24% of their portfolio BALTIMORE, MD 264,479264.5k $108.3m $108.3m 7.24% Unchanged
56 COMMERCE BANK 0.47% of their portfolio KANSAS CITY, MO 262,586262.6k $107.5m $107.5m 0.47% Reduced -1.3k -1,278
57 McKinley Carter Wealth Services, Inc. 5.27% of their portfolio WHEELING, WV 249,432249.4k $102.1m $102.1m 5.27% Added +2.1k +2,129
58 Winthrop Advisory Group LLC 6.83% of their portfolio BOSTON, MA 247,599247.6k $101.4m $101.4m 6.83% Reduced -1.8k -1,841
59 AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio Greenwich, CT 238,849238.8k $97.8m $97.8m 0.03% Added +70.5k +70,522
60 AMG National Trust Bank 1.99% of their portfolio GREENWOOD VILLAGE, CO 236,272236.3k $96.8m $96.8m 1.99% Reduced -23.9k -23,855
61 TIAA Wealth Investment Management LLC 0.63% of their portfolio New York, NY 233,438233.4k $94.8m $94.8m 0.63% Reduced -16.9k -16,944
62 Baird Financial Group, Inc. 0.13% of their portfolio MILWAUKEE, WI 227,369227.4k $93.1m $93.1m 0.13% Reduced -1.8k -1,832
63 OSAIC HOLDINGS, INC. 0.11% of their portfolio SCOTTSDALE, AZ 224,503224.5k $92.0m $92.0m 0.11% Added +17.8k +17,842
64 MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio NEW YORK, NY 209,766209.8k $85.9m $85.9m 0.06% Reduced -312.2k -312,153
65 STIFEL FINANCIAL CORP 0.07% of their portfolio ST. LOUIS, MO 209,271209.3k $85.7m $85.7m 0.07% Added +16.7k +16,725
66 Ballentine Partners, LLC 1.03% of their portfolio Waltham, MA 205,671205.7k $84.2m $84.2m 1.03% Reduced -735 -735
67 COLDSTREAM CAPITAL MANAGEMENT INC 1.01% of their portfolio BELLEVUE, WA 197,624197.6k $80.9m $80.9m 1.01% Reduced -2.9k -2,948
68 JFS WEALTH ADVISORS, LLC 4.01% of their portfolio HERMITAGE, PA 196,255196.3k $80.4m $80.4m 4.01% Reduced -3.1k -3,116
69 BOK Financial Private Wealth, Inc. 4.05% of their portfolio DENVER, CO 192,855192.9k $79.0m $79.0m 4.05% Reduced -2.8k -2,842
70 WASHINGTON TRUST Co 2.39% of their portfolio WESTERLY, RI 187,582187.6k $76.8m $76.8m 2.39% Reduced -1.8k -1,792
71 Corient Private Wealth LP 0.10% of their portfolio MIAMI, FL 184,908184.9k $75.7m $75.7m 0.10% Added +5.4k +5,434
72 BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio PARIS, I0 175,478175.5k $71.9m $71.9m 0.04% Reduced -4.8k -4,789
73 BROWN ADVISORY INC 0.11% of their portfolio BALTIMORE, MD 173,341173.3k $71.0m $71.0m 0.11% Reduced -30.6k -30,568
74 Mason & Associates Inc 10.99% of their portfolio LOS ANGELES, CA 166,139166.1k $68.0m $68.0m 10.99% Added +1.1k +1,144
75 Boston Partners 0.06% of their portfolio BOSTON, MA 165,274165.3k $67.7m $67.7m 0.06% Added +165.0k +164,965
76 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 162,958163.0k $66.7m $66.7m 0.01% Reduced -1.9k -1,916
77 BRIGHTON JONES LLC 1.23% of their portfolio SEATTLE, WA 161,000161.0k $65.9m $65.9m 1.23% Reduced -66 -66
78 Enclave Advisors LLC 8.53% of their portfolio AUSTIN, TX 159,905159.9k $65.5m $65.5m 8.53% Reduced -1.7k -1,674
79 Hippocratic Financial Advisors, LLC 24.49% of their portfolio WESTLAKE VILLAGE, CA 158,526158.5k $64.9m $64.9m 24.49% Added +5.3k +5,331
80 Norinchukin Bank, The 0.62% of their portfolio TOKYO, M0 155,000155.0k $63.5m $63.5m 0.62% New
81 Napier Financial, LLC 13.04% of their portfolio BRAINTREE, MA 152,880152.9k $62.6m $62.6m 13.04% Added +550 +550
82 COMMONWEALTH EQUITY SERVICES, LLC 0.08% of their portfolio WALTHAM, MA 149,580149.6k $61.3m $61.3m 0.08% Reduced -6.1k -6,130
83 DT Investment Partners, LLC 4.55% of their portfolio CHADDS FORD, PA 148,918148.9k $61.0m $61.0m 4.55% Added +25.1k +25,097
84 Gotham Asset Management, LLC 0.14% of their portfolio NEW YORK, NY 148,358148.4k $60.8m $60.8m 0.14% Added +20.6k +20,569
85 PRINCIPAL SECURITIES, INC. 0.73% of their portfolio DES MOINES, IA 147,167147.2k $60.3m $60.3m 0.73% Reduced -35.2k -35,236
86 JT Stratford LLC 6.57% of their portfolio GAINESVILLE, GA 146,428146.4k $60.0m $60.0m 6.57% Added +6.4k +6,428
87 Wealthspire Advisors, LLC 0.33% of their portfolio NEW YORK, NY 145,102145.1k $59.4m $59.4m 0.33% Added +62.3k +62,341
88 Beacon Pointe Advisors, LLC 0.27% of their portfolio NEWPORT BEACH, CA 141,523141.5k $58.0m $58.0m 0.27% Reduced -4.9k -4,876
89 CHOREO, LLC 0.63% of their portfolio ROCKFORD, IL 139,506139.5k $57.1m $57.1m 0.63% Reduced -2.2k -2,221
90 Financial Management Professionals, Inc. 5.34% of their portfolio AUSTIN, TX 137,398137.4k $56.3m $56.3m 5.34% Added +21.0k +20,974
91 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 134,401134.4k $55.0m $55.0m 0.08% Reduced -4.0k -4,044
92 NIXON PEABODY TRUST CO 3.82% of their portfolio BOSTON, MA 131,839131.8k $54.0m $54.0m 3.82% Added +564 +564
93 Wealthfront Advisers LLC 0.10% of their portfolio Palo Alto, CA 128,979129.0k $52.8m $52.8m 0.10% Reduced -185 -185
94 NewEdge Advisors, LLC 0.16% of their portfolio NEW ORLEANS, LA 128,083128.1k $52.4m $52.4m 0.16% Added +2.7k +2,685
95 Jordan Park Group LLC 2.62% of their portfolio SAN FRANCISCO, CA 126,399126.4k $51.8m $51.8m 2.62% Added +3.1k +3,135
96 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.73% of their portfolio BOSTON, MA 124,298124.3k $50.9m $50.9m 0.73% Unchanged
97 Conservest Capital Advisors, Inc. 3.99% of their portfolio WYNNEWOOD, PA 122,456122.5k $50.1m $50.1m 3.99% Reduced -7.7k -7,703
98 Keel Point, LLC 2.96% of their portfolio HUNTSVILLE, AL 122,452122.5k $50.1m $50.1m 2.96% Reduced -1.5k -1,507
99 Trust Co 4.50% of their portfolio MANHATTAN, KS 121,730121.7k $49.8m $49.8m 4.50% Reduced -1.1k -1,053
100 Brewster Financial Planning LLC 26.76% of their portfolio BROOKLYN, NY 119,018119.0k $48.7m $48.7m 26.76% Reduced -964 -964