Vault-13

ISHARES TR IUSG

CORE S&P US GWT · ETP · CUSIP 464287671

930 institutional holders +60 vs Q1 2026
136,530,801136.5m shares reported held*
$25.6bnreported value*
105 new 321 added 262 reduced 42 sold out net bought ≈ $650.8m (+3.7m 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 ($72.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $187.40. Options: 3 managers hold calls ($1.5m notional), 2 hold puts ($620.7k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 514Q4 22: 547Q1 23: 554Q2 23: 569Q3 23: 573Q4 23: 606Q1 24: 642Q2 24: 688Q3 24: 698Q4 24: 778Q1 25: 755Q2 25: 798Q3 25: 823Q4 25: 883Q1 26: 870Q2 26: 930930Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022514
Q4 2022547
Q1 2023554
Q2 2023569
Q3 2023573
Q4 2023606
Q1 2024642
Q2 2024688
Q3 2024698
Q4 2024778
Q1 2025755
Q2 2025798
Q3 2025823
Q4 2025883
Q1 2026870
Q2 2026930

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q3 24: 291 bought or addedQ3 24: 260 cut or sold outQ4 24: 296 bought or addedQ4 24: 267 cut or sold outQ4 24Q1 25: 308 bought or addedQ1 25: 330 cut or sold outQ2 25: 350 bought or addedQ2 25: 298 cut or sold outQ2 25Q3 25: 326 bought or addedQ3 25: 297 cut or sold outQ4 25: 321 bought or addedQ4 25: 324 cut or sold outQ4 25Q1 26: 358 bought or addedQ1 26: 357 cut or sold outQ2 26: 426 bought or addedQ2 26: 304 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024291260
Q4 2024296267
Q1 2025308330
Q2 2025350298
Q3 2025326297
Q4 2025321324
Q1 2026358357
Q2 2026426304

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5m$2mQ3 25 calls: $575.9kQ3 25 puts: $575.9kQ3 25P/C 1.00Q4 25 calls: $806.1kQ4 25 puts: $16.8kQ4 25P/C 0.02Q1 26 calls: $620.4kQ1 26 puts: $372.3kQ1 26P/C 0.60Q2 26 calls: $1.5mQ2 26 puts: $620.7kQ2 26P/C 0.40
Numbers
QuarterCallsPutsP/C
Q3 2025$575.9k$575.9k1.00
Q4 2025$806.1k$16.8k0.02
Q1 2026$620.4k$372.3k0.60
Q2 2026$1.5m$620.7k0.40

Biggest buyers

HighTower Advisors, LLC Added +1,000,838+1.0m
BANK OF AMERICA CORP /DE/ Added +742,038+742.0k
ENVESTNET ASSET MANAGEMENT INC Added +298,332+298.3k
LPL Financial LLC Added +247,661+247.7k
Kestra Investment Management, LLC Added +189,154+189.2k
WESTWOOD HOLDINGS GROUP INC Added +176,293+176.3k
Merit Financial Group, LLC Added +138,217+138.2k
Systelligence, LLC New +112,585+112.6k
Janney Montgomery Scott LLC Added +111,193+111.2k
Gotham Asset Management, LLC Added +108,110+108.1k

Biggest sellers

TWO SIGMA INVESTMENTS, LP Reduced -237,700-237.7k
Horizon Investments, LLC Reduced -114,918-114.9k
NBT BANK, N.A. Reduced -108,062-108.1k
NATIXIS ADVISORS, LLC Reduced -96,897-96.9k
VestGen Advisors, LLC Reduced -78,007-78.0k
FORTRESS FINANCIAL GROUP, LLC Reduced -65,777-65.8k
Petix & Botte Co Sold out -61,479-61.5k
UBS Group AG Reduced -60,442-60.4k
Cardinal Strategic Wealth Guidance Reduced -49,319-49.3k
Independent Advisor Alliance Sold out -45,002-45.0k

Biggest calls

CITADEL ADVISORS LLC Added $1.1m5.7k shares
JANE STREET GROUP, LLC New $263.3k1.4k shares
Belvedere Trading LLC Added $206.9k1.1k shares

Biggest puts

WELLS FARGO & COMPANY/MN New $564.3k3.0k shares
Belvedere Trading LLC Reduced $56.4k300 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 BANK OF AMERICA CORP /DE/ 0.65% of their portfolio CHARLOTTE, NC 53,516,59653.5m $10.1bn $10.1bn 0.65% Added +742.0k +742,038
2 MORGAN STANLEY 0.15% of their portfolio NEW YORK, NY 14,645,32014.6m $2.8bn $2.8bn 0.15% Added +100.3k +100,285
3 LPL Financial LLC 0.62% of their portfolio FORT MILL, SC 14,626,99814.6m $2.8bn $2.8bn 0.62% Added +247.7k +247,661
4 JONES FINANCIAL COMPANIES LLLP 0.50% of their portfolio DES PERES, MO 6,829,3036.8m $1.2bn $1.2bn 0.50% Added +88.1k +88,132
5 ENVESTNET ASSET MANAGEMENT INC 0.14% of their portfolio Berwyn, PA 3,166,3623.2m $595.5m $595.5m 0.14% Added +298.3k +298,332
6 Merit Financial Group, LLC 2.45% of their portfolio ALPHARETTA, GA 2,092,4492.1m $393.6m $393.6m 2.45% Added +138.2k +138,217
7 Blue Trust, Inc. 3.72% of their portfolio BRENTWOOD, TN 1,888,4181.9m $355.2m $355.2m 3.72% Added +21.0k +20,997
8 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 1,533,9481.5m $284.7m $284.7m 0.02% Reduced -40.5k -40,541
9 RAYMOND JAMES FINANCIAL INC 0.08% of their portfolio ST. PETERSBURG, FL 1,476,3031.5m $277.7m $277.7m 0.08% Added +47.5k +47,490
10 HighTower Advisors, LLC 0.26% of their portfolio CHICAGO, IL 1,465,9561.5m $275.7m $275.7m 0.26% Added +1.0m +1,000,838
11 Kestra Investment Management, LLC 4.02% of their portfolio AUSTIN, TX 1,322,9671.3m $207.7m $207.7m 4.02% Added +189.2k +189,154
12 UBS Group AG 0.04% of their portfolio ZURICH, V8 1,307,3461.3m $245.9m $245.9m 0.04% Reduced -60.4k -60,442
13 NATIXIS ADVISORS, LLC 0.26% of their portfolio Boston, MA 1,249,5391.2m $235.0m $235.0m 0.26% Reduced -96.9k -96,897
14 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 1,247,0591.2m $234.6m $234.6m 0.04% Added +26.9k +26,941
15 PNC Financial Services Group, Inc. 0.11% of their portfolio Pittsburgh, PA 1,221,2451.2m $229.7m $229.7m 0.11% Added +107.0k +106,995
16 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 1,128,0131.1m $212.2m $212.2m 0.04% Reduced -4.4k -4,381
17 Facet Wealth, Inc. 2.39% of their portfolio WEST PALM BEACH, FL 884,912884.9k $166.4m $166.4m 2.39% Added +70.9k +70,916
18 BENJAMIN EDWARDS INC 1.42% of their portfolio Clayton, MO 825,427825.4k $155.3m $155.3m 1.42% Added +38.1k +38,090
19 COMMONWEALTH EQUITY SERVICES, LLC 0.19% of their portfolio WALTHAM, MA 809,815809.8k $152.3m $152.3m 0.19% Added +33.0k +33,040
20 FMR LLC 0.01% of their portfolio BOSTON, MA 697,287697.3k $131.2m $131.2m 0.01% Added +959 +959
21 Cetera Investment Advisers 0.11% of their portfolio SCHAUMBURG, IL 657,270657.3k $123.6m $123.6m 0.11% Added +19.2k +19,191
22 Corient Private Wealth LP 0.14% of their portfolio MIAMI, FL 550,068550.1k $103.5m $103.5m 0.14% Added +106.4k +106,417
23 BLAIR WILLIAM & CO/IL 0.25% of their portfolio CHICAGO, IL 501,346501.3k $94.3m $94.3m 0.25% Added +23.1k +23,068
24 SHP Wealth Management 6.47% of their portfolio PLYMOUTH, MA 500,298500.3k $94.1m $94.1m 6.47% Added +3.7k +3,662
25 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 480,739480.7k $90.4m $90.4m 0.02% Added +87.3k +87,278
26 CITIZENS FINANCIAL GROUP INC/RI 0.99% of their portfolio PROVIDENCE, RI 437,273437.3k $82.2m $82.2m 0.99% Reduced -12.3k -12,286
27 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 420,115420.1k $79.1m $79.1m 0.09% Added +41.3k +41,261
28 Allworth Financial LP 0.33% of their portfolio FOLSOM, CA 415,167415.2k $78.1m $78.1m 0.33% Reduced -15.9k -15,882
29 Madison Wealth Partners, Inc 9.81% of their portfolio MADISON, WI 409,922409.9k $77.1m $77.1m 9.81% Reduced -632 -632
30 Legacy Financial Group LLC 7.89% of their portfolio DES MOINES, IA 372,777372.8k $70.1m $70.1m 7.89% Added +32.4k +32,427
31 KINTRA WEALTH, LLC 3.72% of their portfolio WILLIAMSPORT, PA 365,112365.1k $71.2m $71.2m 3.72% Added +82.4k +82,440
32 Modera Wealth Management, LLC 0.71% of their portfolio WESTWOOD, NJ 354,960355.0k $66.8m $66.8m 0.71% Added +2.6k +2,635
33 HOWE & RUSLING INC 3.71% of their portfolio ROCHESTER, NY 339,855339.9k $63.9m $63.9m 3.71% Added +1.1k +1,121
34 Tanglewood Legacy Advisors, LLC 20.39% of their portfolio HOUSTON, TX 335,931335.9k $63.2m $63.2m 20.39% Reduced -285 -285
35 Curi Capital, LLC 0.97% of their portfolio CHICAGO, IL 332,072332.1k $62.5m $62.5m 0.97% Added +51.6k +51,581
36 Tennessee Valley Asset Management Partners 6.83% of their portfolio KNOXVILLE, TN 329,315329.3k $61.9m $61.9m 6.83% Reduced -1.7k -1,686
37 Cardinal Strategic Wealth Guidance 12.36% of their portfolio LOUISVILLE, KY 289,900289.9k $54.5m $54.5m 12.36% Reduced -49.3k -49,319
38 Bleakley Financial Group, LLC 0.64% of their portfolio PARSIPPANY, NJ 267,472267.5k $50.3m $50.3m 0.64% Added +1.7k +1,739
39 Equitable Holdings, Inc. 0.30% of their portfolio NEW YORK, NY 265,006265.0k $49.8m $49.8m 0.30% Added +16.9k +16,925
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 260,289260.3k $49.0m $49.0m 0.03% Added +6.8k +6,832
41 Charles Schwab Trust Co 2.67% of their portfolio HENDERSON, NV 254,306254.3k $47.8m $47.8m 2.67% Reduced -27.6k -27,639
42 DDFG, Inc 9.44% of their portfolio THOUSAND OAKS, CA 252,703252.7k $47.5m $47.5m 9.44% Reduced -20.8k -20,791
43 Gotham Asset Management, LLC 0.11% of their portfolio NEW YORK, NY 243,786243.8k $45.9m $45.9m 0.11% Added +108.1k +108,110
44 Aurdan Capital Management, LLC 11.63% of their portfolio Wayne, PA 243,754243.8k $45.8m $45.8m 11.63% Added +1.3k +1,281
45 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 236,602236.6k $44.5m $44.5m 0.05% Added +51.0k +50,960
46 PRINCIPAL SECURITIES, INC. 0.53% of their portfolio DES MOINES, IA 231,839231.8k $43.6m $43.6m 0.53% Reduced -22.4k -22,364
47 HILLTOP WEALTH ADVISORS, LLC 21.49% of their portfolio CHAPEL HILL, NC 228,398228.4k $43.0m $43.0m 21.49% Reduced -12.9k -12,853
48 Veracity Capital LLC 11.55% of their portfolio Atlanta, GA 227,402227.4k $42.8m $42.8m 11.55% Reduced -806 -806
49 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 226,543226.5k $35.1m $35.1m 0.01% Reduced -2.1k -2,064
50 VOISARD ASSET MANAGEMENT GROUP, INC. 7.81% of their portfolio Grand Rapids, MI 219,334219.3k $41.3m $41.3m 7.81% Added +4.4k +4,415
51 Private Advisor Group, LLC 0.19% of their portfolio MORRISTOWN, NJ 216,562216.6k $40.7m $40.7m 0.19% Added +3.7k +3,653
52 WESTWOOD HOLDINGS GROUP INC 0.30% of their portfolio DALLAS, TX 214,791214.8k $40.4m $40.4m 0.30% Added +176.3k +176,293
53 Aspen Wealth Management LLC 6.75% of their portfolio FORT WORTH, TX 211,338211.3k $39.8m $39.8m 6.75% Added +13.0k +13,019
54 SCS Capital Management LLC 0.36% of their portfolio BOSTON, MA 204,044204.0k $38.4m $38.4m 0.36% Added +395 +395
55 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.21% of their portfolio IRVING, TX 202,069202.1k $38.1m $38.1m 0.21% Added +31.6k +31,595
56 Janney Montgomery Scott LLC 0.07% of their portfolio PHILADELPHIA, PA 198,097198.1k $37.3m $37.3m 0.07% Added +111.2k +111,193
57 Kestra Advisory Services, LLC 0.12% of their portfolio AUSTIN, TX 195,323195.3k $36.7m $36.7m 0.12% Reduced -19.5k -19,537
58 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 192,183192.2k $36.1m $36.1m 0.06% Added +1.7k +1,656
59 CUTLER INVESTMENT COUNSEL LLC 3.35% of their portfolio Jacksonville, OR 189,385189.4k $35.6m $35.6m 3.35% Added +1.2k +1,220
60 Atlantic Union Bankshares Corp 0.59% of their portfolio GLEN ALLEN, VA 187,866187.9k $35.3m $35.3m 0.59% Reduced -10.9k -10,921
61 Valmark Advisers, Inc. 0.36% of their portfolio AKRON, OH 179,657179.7k $33.8m $33.8m 0.36% Reduced -8.2k -8,202
62 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 179,638179.6k $33.8m $33.8m 0.03% Reduced -2.8k -2,809
63 ForthRight Wealth Management, LLC 8.27% of their portfolio ALPHARETTA, GA 171,918171.9k $32.3m $32.3m 8.27% Reduced -1.6k -1,626
64 Integrated Wealth Concepts LLC 0.16% of their portfolio WALTHAM, MA 170,157170.2k $32.0m $32.0m 0.16% Added +38.0k +38,015
65 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 166,331166.3k $31.3m $31.3m 0.06% Added +29.7k +29,669
66 Sanctuary Advisors, LLC 0.14% of their portfolio INDIANAPOLIS, IN 163,131163.1k $30.7m $30.7m 0.14% Added +6.3k +6,291
67 NorthStar Asset Management LLC /NJ/ 12.36% of their portfolio BERKELEY HEIGHTS, NJ 161,629161.6k $30.4m $30.4m 12.36% Added +11.3k +11,317
68 CX Institutional 0.84% of their portfolio AUBURN, IN 154,478154.5k $29.1m $29.1m 0.84% Reduced -12.2k -12,246
69 Madison Asset Management, LLC 0.34% of their portfolio MADISON, WI 151,348151.3k $28.5m $28.5m 0.34% Added +30.1k +30,069
70 Goldstone Financial Group, LLC 2.54% of their portfolio OAKBROOK TERRACE, IL 147,931147.9k $27.8m $27.8m 2.54% Added +12.4k +12,426
71 Alliance Private Wealth, LLC 9.64% of their portfolio NORTH READING, MA 147,476147.5k $27.7m $27.7m 9.64% Reduced -9.1k -9,080
72 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 143,172143.2k $26.9m $26.9m 0.00% Added +6.1k +6,102
73 Waldron Private Wealth LLC 0.93% of their portfolio BRIDGEVILLE, PA 142,383142.4k $26.8m $26.8m 0.93% Reduced -18.5k -18,475
74 Spire Wealth Management 0.79% of their portfolio MCLEAN, VA 138,357138.4k $26.0m $26.0m 0.79% Reduced -185 -185
75 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 138,172138.2k $26.0m $26.0m 0.02% Added +381 +381
76 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 137,906137.9k $25.9m $25.9m 0.00% Added +4.7k +4,745
77 Strategies Wealth Advisors, LLC 2.26% of their portfolio GRAND RAPIDS, MI 134,539134.5k $25.3m $25.3m 2.26% Reduced -15.7k -15,692
78 DOLIVER ADVISORS, LP 5.53% of their portfolio HOUSTON, TX 129,735129.7k $24.4m $24.4m 5.53% Reduced -85 -85
79 Hudock, Inc. 3.08% of their portfolio Williamsport, PA 128,030128.0k $24.1m $24.1m 3.08% Reduced -1.4k -1,370
80 Atria Investments, Inc 0.24% of their portfolio Charlotte, NC 127,601127.6k $24.0m $24.0m 0.24% Added +5.0k +5,028
81 FOUNDERS FINANCIAL SECURITIES LLC 1.18% of their portfolio TOWSON, MD 122,713122.7k $23.1m $23.1m 1.18% Added +3.2k +3,156
82 Horizon Investments, LLC 0.25% of their portfolio Charlotte, NC 122,134122.1k $23.0m $23.0m 0.25% Reduced -114.9k -114,918
83 Concurrent Investment Advisors, LLC 0.19% of their portfolio Tampa, FL 120,374120.4k $22.6m $22.6m 0.19% Added +3.3k +3,308
84 RWA WEALTH PARTNERS, LLC 0.21% of their portfolio BOSTON, MA 119,223119.2k $22.4m $22.4m 0.21% Added +372 +372
85 Birchcreek Wealth Management, LLC 8.68% of their portfolio MIAMI TOWNSHIP, OH 118,414118.4k $22.3m $22.3m 8.68% Reduced -235 -235
86 ELEVATION WEALTH PARTNERS, LLC 6.66% of their portfolio WALNUT CREEK, CA 118,225118.2k $22.2m $22.2m 6.66% Added +380 +380
87 Systelligence, LLC 3.54% of their portfolio BLOOMINGTON, MN 112,585112.6k $21.2m $21.2m 3.54% New
88 Petix & Botte Co 3.97% of their portfolio LA MESA, CA 104,982105.0k $19.7m $19.7m 3.97% Added +44.8k +44,842
89 PCA Investment Advisory Services Inc. 5.33% of their portfolio CINCINNATI, OH 101,558101.6k $19.1m $19.1m 5.33% Added +1.3k +1,327
90 Canvas Wealth Advisors, LLC 2.66% of their portfolio SHAWNEE, KS 101,556101.6k $19.1m $19.1m 2.66% Added +2.2k +2,156
91 Richard W. Paul & Associates, LLC 5.79% of their portfolio NOVI, MI 100,700100.7k $18.9m $18.9m 5.79% Reduced -34 -34
92 BlackRock, Inc. 0.00% of their portfolio New York, NY 95,52595.5k $18.0m $18.0m 0.00% Reduced -2.5k -2,513
93 Mascoma Wealth Management LLC 3.20% of their portfolio HANOVER, NH 91,74491.7k $17.3m $17.3m 3.20% Added +561 +561
94 Main Street Financial Solutions, LLC 1.10% of their portfolio NEWTOWN, PA 90,83890.8k $17.1m $17.1m 1.10% Added +107 +107
95 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 90,05990.1k $16.9m $16.9m 0.03% Added +1.9k +1,895
96 Roberts Financial Services LLC 4.88% of their portfolio MARQUETTE, MI 88,55488.6k $16.7m $16.7m 4.88% Reduced -3.3k -3,307
97 Financial Council, LLC 5.24% of their portfolio TOWSON, MD 85,94685.9k $16.2m $16.2m 5.24% Added +79 +79
98 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 84,71684.7k $15.9m $15.9m 0.01% Added +4.9k +4,876
99 IHT Wealth Management, LLC 0.34% of their portfolio Chicago, IL 82,36882.4k $15.5m $15.5m 0.34% Reduced -170 -170
100 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.05% of their portfolio LOS ANGELES, CA 81,36181.4k $15.3m $15.3m 0.05% Reduced -17.1k -17,082