ISHARES TR IWO
RUS 2000 GRW ETF · ETP · CUSIP 464287648
791
institutional holders
35.7m
shares reported held*
$6.8bnreported 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 ($10.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $191.48. Options: 6 managers hold calls ($27.5m notional), 11 hold puts ($399.2m).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $23.1m111.8k shares |
| CITADEL ADVISORS LLC | — | $3.2m15.5k shares |
| WOLVERINE TRADING, LLC | — | $728.0k3.5k shares |
| Paladin Advisory Group, LLC | — | $273.0k1.3k shares |
| AMERIPRISE FINANCIAL INC | — | $165.0k800 shares |
| Cutler Group LLC / CA | — | $71.0k25.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $185.2m896.4k shares |
| CITADEL ADVISORS LLC | — | $65.6m317.7k shares |
| GOLDMAN SACHS GROUP INC | — | $41.3m200.0k shares |
| Parallax Volatility Advisers, L.P. | — | $41.3m200.0k shares |
| Crawford Lake Capital Management, LLC | — | $41.3m200.0k shares |
| Arbiter Partners Capital Management LLC | — | $15.4m74.4k shares |
| Balyasny Asset Management L.P. | — | $5.2m25.0k shares |
| WOLVERINE TRADING, LLC | — | $2.6m12.5k shares |
| Cutler Group LLC / CA | — | $1.1m207.4k shares |
| Lido Advisors, LLC | — | $227.0k1.1k 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, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.08% of their portfolio | 3.1m $632.6m | — |
| MORGAN STANLEY 0.09% of their portfolio | 3.0m $623.9m | — |
| CFS Investment Advisory Services, LLC 0.06% of their portfolio | 2.6m $260.0k | — |
| Alaska Permanent Fund Corp 9.36% of their portfolio | 2.5m $522.3m | — |
| TIAA, FSB 1.38% of their portfolio | 1.6m $321.1m | — |
| BARINGS LLC 11.18% of their portfolio | 1.4m $280.7m | — |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 1.1m $233.0m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.13% of their portfolio | 1.1m $219.2m | — |
| WELLS FARGO & COMPANY/MN 0.06% of their portfolio | 883.0k $182.4m | — |
| PNC Financial Services Group, Inc. 0.19% of their portfolio | 880.3k $181.9m | — |
| TORONTO DOMINION BANK 0.28% of their portfolio | 750.0k $154.9m | — |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.74% of their portfolio | 706.0k $145.9m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.32% of their portfolio | 601.0k $124.2m | — |
| Cohen Klingenstein LLC 6.41% of their portfolio | 585.2k $120.9m | — |
| M&T Bank Corp 0.50% of their portfolio | 542.1k $112.0m | — |
| UBS Group AG 0.06% of their portfolio | 502.2k $103.8m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.94% of their portfolio | 454.4k $93.9m | — |
| NORTHERN TRUST CORP 0.02% of their portfolio | 436.8k $90.2m | — |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 419.0k $86.6m | — |
| US BANCORP \DE\ 0.17% of their portfolio | 399.8k $82.6m | — |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 399.7k $82.6m | — |
| D.A. DAVIDSON & CO. 1.06% of their portfolio | 390.2k $80.6m | — |
| LPL Financial LLC 0.07% of their portfolio | 345.7k $71.4m | — |
| Financial Engines Advisors L.L.C. 0.23% of their portfolio | 339.4k $70.1m | — |
| FMR LLC 0.01% of their portfolio | 338.2k $69.9m | — |
| Bank of New York Mellon Corp 0.02% of their portfolio | 319.0k $65.9m | — |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 259.5k $53.6m | — |
| COMMERCE BANK 0.45% of their portfolio | 248.2k $51.3m | — |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 237.0k $49.0m | — |
| BNP PARIBAS FINANCIAL MARKETS 0.12% of their portfolio | 231.7k $47.9m | — |
| CITIGROUP INC 0.06% of their portfolio | 218.7k $45.2m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.12% of their portfolio | 215.1k $44.4m | — |
| TRUIST FINANCIAL CORP 0.08% of their portfolio | 205.5k $42.5m | — |
| SEI INVESTMENTS CO 0.09% of their portfolio | 188.3k $38.9m | — |
| Badgley Phelps Wealth Managers, LLC 1.59% of their portfolio | 179.5k $37.1m | — |
| OSAIC HOLDINGS, INC. 0.08% of their portfolio | 175.8k $36.3m | — |
| KEYBANK NATIONAL ASSOCIATION/OH 0.18% of their portfolio | 164.6k $34.0m | — |
| Lombard Odier Asset Management (Switzerland) SA 2.86% of their portfolio | 163.2k $33.7m | — |
| RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio | 154.4k $31.9m | — |
| Creative Planning 0.05% of their portfolio | 144.2k $29.8m | — |
| BROWN ADVISORY INC 0.06% of their portfolio | 141.9k $29.3m | — |
| LBJ Family Wealth Advisors, Ltd. 10.50% of their portfolio | 135.5k $13.0m | — |
| Orion Porfolio Solutions, LLC 0.58% of their portfolio | 135.1k $27.9m | — |
| Raymond James Financial Services Advisors, Inc. 0.06% of their portfolio | 131.3k $27.1m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 127.2k $26.3m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio | 125.5k $25.9m | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.35% of their portfolio | 116.6k $24.6m | — |
| CHOREO, LLC 1.35% of their portfolio | 113.4k $23.4m | — |
| Baird Financial Group, Inc. 0.07% of their portfolio | 109.1k $22.5m | — |
| Avantax Planning Partners, Inc. 0.99% of their portfolio | 105.9k $21.9m | — |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.18% of their portfolio | 105.3k $21.7m | — |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.18% of their portfolio | 103.0k $21.3m | — |
| Waldron Private Wealth LLC 1.26% of their portfolio | 97.9k $20.2m | — |
| Shepherd Financial Partners LLC 3.78% of their portfolio | 93.8k $19.4m | — |
| Cresset Asset Management, LLC 0.24% of their portfolio | 93.1k $19.2m | — |
| Veritable, L.P. 0.37% of their portfolio | 91.3k $18.9m | — |
| Rockefeller Capital Management L.P. 0.09% of their portfolio | 86.2k $17.8m | — |
| STEPHENS INC /AR/ 0.38% of their portfolio | 85.8k $17.7m | — |
| Weiss Asset Management LP 0.46% of their portfolio | 84.7k $17.5m | — |
| MAI Capital Management 0.32% of their portfolio | 81.1k $16.8m | — |
| MONETA GROUP INVESTMENT ADVISORS LLC 0.61% of their portfolio | 77.4k $16.0m | — |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 76.7k $17.0m | — |
| HighTower Advisors, LLC 0.04% of their portfolio | 74.8k $15.4m | — |
| CAPTRUST FINANCIAL ADVISORS 0.09% of their portfolio | 73.5k $15.2m | — |
| Stone Asset Management Inc. 9.64% of their portfolio | 71.6k $14.8m | — |
| WoodTrust Financial Corp 3.29% of their portfolio | 70.7k $14.6m | — |
| VAUGHAN & Co SECURITIES, INC. 12.26% of their portfolio | 68.8k $14.2m | — |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 68.0k $14.0m | — |
| MML INVESTORS SERVICES, LLC 0.10% of their portfolio | 65.6k $13.6m | — |
| Crestone Asset Management LLC 3.29% of their portfolio | 62.6k $12.9m | — |
| Kestra Advisory Services, LLC 0.13% of their portfolio | 60.7k $12.5m | — |
| FIFTH THIRD BANCORP 0.06% of their portfolio | 59.9k $12.4m | — |
| AMG National Trust Bank 0.47% of their portfolio | 59.9k $12.4m | — |
| Mariner, LLC 0.05% of their portfolio | 58.2k $12.0m | — |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 55.7k $11.5m | — |
| MUFG Americas Holdings Corp 0.28% of their portfolio | 55.4k $11.5m | — |
| Fiera Capital Corp 0.04% of their portfolio | 54.8k $11.3m | — |
| WADE G W & INC 0.55% of their portfolio | 54.1k $11.2m | — |
| Covenant Partners, LLC 5.44% of their portfolio | 54.0k $11.2m | — |
| Cetera Advisors LLC 0.25% of their portfolio | 53.4k $11.0m | — |
| Flaharty Asset Management, LLC 2.26% of their portfolio | 53.0k $11.0m | — |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 52.8k $11.0m | — |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.14% of their portfolio | 51.1k $10.5m | — |
| SYNOVUS FINANCIAL CORP 0.13% of their portfolio | 50.0k $10.3m | — |
| RTD Financial Advisors, Inc. 1.81% of their portfolio | 47.6k $9.8m | — |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.12% of their portfolio | 46.9k $9.7m | — |
| Powell Investment Advisors, LLC 6.22% of their portfolio | 45.9k $9.5m | — |
| Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio | 41.0k $8.5m | — |
| First Horizon Advisors, Inc. 0.34% of their portfolio | 41.0k $8.5m | — |
| COURIER CAPITAL LLC 1.04% of their portfolio | 40.8k $8.4m | — |
| Hillcrest Wealth Advisors - NY, LLC 5.32% of their portfolio | 40.6k $8.4m | — |
| Strategic Wealth Partners Group, LLC 1.94% of their portfolio | 40.4k $8.3m | — |
| WHITTIER TRUST CO OF NEVADA INC 0.35% of their portfolio | 39.6k $8.2m | — |
| BALASA DINVERNO & FOLTZ LLC 0.51% of their portfolio | 39.0k $8.1m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.05% of their portfolio | 37.8k $7.8m | — |
| BOKF, NA 0.15% of their portfolio | 35.6k $7.4m | — |
| SANDLER CAPITAL MANAGEMENT 1.56% of their portfolio | 35.0k $7.2m | — |
| COLUMBIA ADVISORY PARTNERS LLC 8.25% of their portfolio | 32.8k $6.8m | — |
| BLAIR WILLIAM & CO/IL 0.03% of their portfolio | 32.3k $6.7m | — |
| JOHNSON INVESTMENT COUNSEL INC 0.10% of their portfolio | 31.2k $6.5m | — |