Vault-13

ISHARES TR IWV

RUSSELL 3000 ETF · ETP · CUSIP 464287689

910 institutional holders +39 vs Q1 2026
27,325,28827.3m shares reported held*
$11.6bnreported value*
86 new 213 added 274 reduced 36 sold out net bought ≈ $81.1m (-774.4k 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 ($11.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $426.17. Options: 3 managers hold calls ($17.5m notional), 2 hold puts ($6.5m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 652Q4 22: 698Q1 23: 668Q2 23: 683Q3 23: 686Q4 23: 759Q1 24: 760Q2 24: 774Q3 24: 785Q4 24: 853Q1 25: 808Q2 25: 826Q3 25: 827Q4 25: 899Q1 26: 871Q2 26: 910910Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022652
Q4 2022698
Q1 2023668
Q2 2023683
Q3 2023686
Q4 2023759
Q1 2024760
Q2 2024774
Q3 2024785
Q4 2024853
Q1 2025808
Q2 2025826
Q3 2025827
Q4 2025899
Q1 2026871
Q2 2026910

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 234 bought or addedQ3 24: 302 cut or sold outQ4 24: 287 bought or addedQ4 24: 255 cut or sold outQ4 24Q1 25: 252 bought or addedQ1 25: 334 cut or sold outQ2 25: 271 bought or addedQ2 25: 300 cut or sold outQ2 25Q3 25: 245 bought or addedQ3 25: 311 cut or sold outQ4 25: 294 bought or addedQ4 25: 305 cut or sold outQ4 25Q1 26: 265 bought or addedQ1 26: 322 cut or sold outQ2 26: 299 bought or addedQ2 26: 310 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024234302
Q4 2024287255
Q1 2025252334
Q2 2025271300
Q3 2025245311
Q4 2025294305
Q1 2026265322
Q2 2026299310

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ3 25 calls: $8.3mQ3 25 puts: $1.8mQ3 25P/C 0.21Q4 25 calls: $7.2mQ4 25 puts: $1.5mQ4 25P/C 0.21Q1 26 calls: $15.4mQ1 26 puts: $2.6mQ1 26P/C 0.17Q2 26 calls: $17.5mQ2 26 puts: $6.5mQ2 26P/C 0.37
Numbers
QuarterCallsPutsP/C
Q3 2025$8.3m$1.8m0.21
Q4 2025$7.2m$1.5m0.21
Q1 2026$15.4m$2.6m0.17
Q2 2026$17.5m$6.5m0.37

Biggest buyers

American Family Investments, Inc. Added +783,688+783.7k
GOLDMAN SACHS GROUP INC Added +258,265+258.3k
Wealthspire Advisors, LLC Added +171,412+171.4k
Pathstone Holdings, LLC Added +132,237+132.2k
Heck Capital Advisors, LLC Added +123,145+123.1k
CIBC Asset Management Inc New +87,817+87.8k
Focus Partners Wealth Added +79,810+79.8k
CAPTRUST FINANCIAL ADVISORS Added +38,675+38.7k
Arax Advisory Partners Added +32,354+32.4k
Cambridge Investment Research Advisors, Inc. Added +31,593+31.6k

Biggest sellers

Gallagher Fiduciary Advisors, LLC Reduced -963,475-963.5k
BlackRock, Inc. Reduced -795,420-795.4k
BANK OF AMERICA CORP /DE/ Reduced -243,489-243.5k
MORGAN STANLEY Reduced -162,465-162.5k
Calamos Advisors LLC Sold out -153,920-153.9k
FMR LLC Reduced -86,102-86.1k
Portfolio Strategies, Inc. Reduced -69,366-69.4k
IEQ CAPITAL, LLC Reduced -58,305-58.3k
STRATEGIC INVESTMENT MANAGEMENT, LLC Reduced -45,440-45.4k
Bricktown Capital, LLC Reduced -35,351-35.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $10.8m25.4k shares
CITADEL ADVISORS LLC Added $6.4m15.0k shares
JANE STREET GROUP, LLC Reduced $255.8k600 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $4.3m10.2k shares
CITADEL ADVISORS LLC New $2.2m5.1k 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 GOLDMAN SACHS GROUP INC 0.09% of their portfolio NEW YORK, NY 1,960,0682.0m $835.8m $835.8m 0.09% Added +258.3k +258,265
2 SCS Capital Management LLC 7.49% of their portfolio BOSTON, MA 1,858,6461.9m $792.5m $792.5m 7.49% Reduced -7.0k -7,012
3 American Family Investments, Inc. 12.52% of their portfolio MADISON, WI 1,627,4261.6m $693.9m $693.9m 12.52% Added +783.7k +783,688
4 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 1,155,2781.2m $492.6m $492.6m 0.03% Reduced -162.5k -162,465
5 BlackRock, Inc. 0.01% of their portfolio New York, NY 1,004,5131.0m $428.3m $428.3m 0.01% Reduced -795.4k -795,420
6 NORTHERN TRUST CORP 0.05% of their portfolio CHICAGO, IL 993,509993.5k $423.6m $423.6m 0.05% Reduced -5.4k -5,396
7 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 680,045680.0k $290.0m $290.0m 0.02% Reduced -243.5k -243,489
8 UNC Management Company, Inc. 10.91% of their portfolio Chapel Hill, NC 529,017529.0k $225.6m $225.6m 10.91% Added +1.2k +1,183
9 Pitcairn Wealth Advisors LLC 23.51% of their portfolio CONSHOHOCKEN, PA 503,370503.4k $214.6m $214.6m 23.51% Reduced -4.1k -4,120
10 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 479,995480.0k $203.1m $203.1m 0.01% Added +4.3k +4,282
11 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 465,469465.5k $198.5m $198.5m 0.04% Added +8.1k +8,119
12 Focus Partners Wealth 0.19% of their portfolio ST LOUIS, MO 440,213440.2k $187.7m $187.7m 0.19% Added +79.8k +79,810
13 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 405,547405.5k $173.0m $173.0m 0.03% Added +6.6k +6,569
14 PNC Financial Services Group, Inc. 0.07% of their portfolio Pittsburgh, PA 348,820348.8k $148.7m $148.7m 0.07% Added +13.0k +13,044
15 Evensky & Katz LLC 7.41% of their portfolio CORAL GABLES, FL 336,531336.5k $143.5m $143.5m 7.41% Reduced -4.3k -4,274
16 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 331,519331.5k $141.4m $141.4m 0.02% Reduced -7.1k -7,109
17 HighTower Advisors, LLC 0.13% of their portfolio CHICAGO, IL 319,386319.4k $136.2m $136.2m 0.13% Added +1.2k +1,170
18 FMR LLC 0.01% of their portfolio BOSTON, MA 301,846301.8k $128.7m $128.7m 0.01% Reduced -86.1k -86,102
19 UBS Group AG 0.02% of their portfolio ZURICH, V8 295,890295.9k $126.2m $126.2m 0.02% Reduced -311 -311
20 TLWM 20.30% of their portfolio SAN ANTONIO, TX 292,816292.8k $124.9m $124.9m 20.30% Reduced -1.4k -1,422
21 Gotham Asset Management, LLC 0.29% of their portfolio NEW YORK, NY 292,440292.4k $124.7m $124.7m 0.29% Added +3.8k +3,820
22 Lido Advisors, LLC 0.41% of their portfolio Los Angeles, CA 268,919268.9k $114.7m $114.7m 0.41% Reduced -6.0k -6,032
23 SENTINEL TRUST CO LBA 9.47% of their portfolio HOUSTON, TX 250,902250.9k $107.0m $107.0m 9.47% Added +8.0k +7,974
24 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 244,347244.3k $104.2m $104.2m 0.02% Reduced -8.0k -8,013
25 MERCER GLOBAL ADVISORS INC /ADV 0.13% of their portfolio DENVER, CO 242,291242.3k $103.3m $103.3m 0.13% Reduced -33.4k -33,445
26 Corient Private Wealth LP 0.13% of their portfolio MIAMI, FL 216,236216.2k $92.2m $92.2m 0.13% Reduced -9.9k -9,860
27 Wealthspire Advisors, LLC 0.50% of their portfolio NEW YORK, NY 212,799212.8k $90.7m $90.7m 0.50% Added +171.4k +171,412
28 CAPTRUST FINANCIAL ADVISORS 0.13% of their portfolio RALEIGH, NC 202,285202.3k $86.3m $86.3m 0.13% Added +38.7k +38,675
29 BLAIR WILLIAM & CO/IL 0.22% of their portfolio CHICAGO, IL 193,707193.7k $82.6m $82.6m 0.22% Reduced -533 -533
30 Bricktown Capital, LLC 14.42% of their portfolio DETROIT, MI 187,144187.1k $79.8m $79.8m 14.42% Reduced -35.4k -35,351
31 STEPHENS INC /AR/ 0.85% of their portfolio LITTLE ROCK, AR 177,801177.8k $75.8m $75.8m 0.85% Added +13.6k +13,640
32 Geneos Wealth Management Inc. 1.46% of their portfolio ENGLEWOOD, CO 167,834167.8k $71.6m $71.6m 1.46% Reduced -2.7k -2,694
33 Calamos Wealth Management LLC 2.12% of their portfolio NAPERVILLE, IL 163,526163.5k $69.7m $69.7m 2.12% Added +9.6k +9,606
34 BANK OF NOVA SCOTIA 0.10% of their portfolio TORONTO, A6 159,700159.7k $68.1m $68.1m 0.10% Unchanged
35 DAVIS R M INC 1.07% of their portfolio PORTLAND, ME 159,675159.7k $68.1m $68.1m 1.07% Unchanged
36 Pathstone Holdings, LLC 0.20% of their portfolio ENGLEWOOD, NJ 159,058159.1k $67.8m $67.8m 0.20% Added +132.2k +132,237
37 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 156,335156.3k $66.7m $66.7m 0.02% Added +178 +178
38 BROWN ADVISORY INC 0.10% of their portfolio BALTIMORE, MD 151,447151.4k $64.6m $64.6m 0.10% Reduced -9.0k -8,990
39 AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio Greenwich, CT 149,816149.8k $63.9m $63.9m 0.02% Added +27.2k +27,160
40 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 148,874148.9k $63.5m $63.5m 0.06% Reduced -368 -368
41 Waverly Advisors, LLC 0.36% of their portfolio BIRMINGHAM, AL 146,205146.2k $62.3m $62.3m 0.36% Reduced -3.6k -3,639
42 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 145,453145.5k $62.0m $62.0m 0.01% Added +1.3k +1,312
43 COMMERCE BANK 0.27% of their portfolio KANSAS CITY, MO 145,100145.1k $61.9m $61.9m 0.27% Reduced -298 -298
44 FIFTH THIRD BANCORP 0.10% of their portfolio CINCINNATI, OH 144,384144.4k $61.6m $61.6m 0.10% Reduced -2.3k -2,254
45 Proficio Capital Partners LLC 2.20% of their portfolio NEWTON, MA 143,298143.3k $61.1m $61.1m 2.20% Reduced -384 -384
46 Ballentine Partners, LLC 0.72% of their portfolio Waltham, MA 138,773138.8k $59.2m $59.2m 0.72% Reduced -204 -204
47 FFT WEALTH MANAGEMENT LLC 9.14% of their portfolio PHILADELPHIA, PA 136,855136.9k $58.4m $58.4m 9.14% Reduced -1.0k -1,047
48 Cerity Partners LLC 0.07% of their portfolio NEW YORK, NY 127,832127.8k $54.5m $54.5m 0.07% Added +3.2k +3,221
49 Beacon Pointe Advisors, LLC 0.25% of their portfolio NEWPORT BEACH, CA 125,851125.9k $53.7m $53.7m 0.25% Reduced -15.6k -15,595
50 Heck Capital Advisors, LLC 3.17% of their portfolio Rhinelander, WI 124,292124.3k $53.0m $53.0m 3.17% Added +123.1k +123,145
51 Cresset Asset Management, LLC 0.19% of their portfolio Chicago, IL 124,004124.0k $52.9m $52.9m 0.19% Reduced -3.4k -3,391
52 Caprock Group, LLC 0.97% of their portfolio BOISE, ID 119,191119.2k $50.8m $50.8m 0.97% Reduced -1.5k -1,535
53 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 117,905117.9k $49.2m $49.2m 0.02% Added +2.6k +2,614
54 IEQ CAPITAL, LLC 0.23% of their portfolio Foster City, CA 116,454116.5k $49.7m $49.7m 0.23% Reduced -58.3k -58,305
55 Wind River Trust Co 16.40% of their portfolio Jackson, WY 113,918113.9k $48.6m $48.6m 16.40% Reduced -10.1k -10,124
56 PENNINGTON PARTNERS & CO., LLC 14.96% of their portfolio Bethesda, MD 109,483109.5k $46.7m $46.7m 14.96% Reduced -2.6k -2,622
57 BESSEMER GROUP INC 0.06% of their portfolio WOODBRIDGE, NJ 109,289109.3k $46.6m $46.6m 0.06% Reduced -5.6k -5,558
58 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 108,567108.6k $46.3m $46.3m 0.06% Reduced -1.6k -1,601
59 Clearstead Advisors, LLC 0.42% of their portfolio CLEVELAND, OH 103,636103.6k $44.2m $44.2m 0.42% Reduced -103 -103
60 AlphaCore Capital LLC 0.81% of their portfolio LA JOLLA, CA 102,427102.4k $43.7m $43.7m 0.81% Reduced -4.1k -4,125
61 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 98,87498.9k $42.2m $42.2m 0.05% Reduced -95 -95
62 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 93,59693.6k $39.9m $39.9m 0.01% Reduced -1.9k -1,915
63 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 91,68291.7k $39.1m $39.1m 0.01% Added +30.6k +30,636
64 Mariner, LLC 0.04% of their portfolio Overland Park, KS 90,53890.5k $38.6m $38.6m 0.04% Reduced -1.2k -1,240
65 CIBC Asset Management Inc 0.08% of their portfolio TORONTO, Z4 87,81787.8k $37.4m $37.4m 0.08% New
66 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 85,69885.7k $36.5m $36.5m 0.01% Added +4.5k +4,489
67 HB Wealth Management, LLC 0.19% of their portfolio Atlanta, GA 80,70280.7k $34.4m $34.4m 0.19% Added +395 +395
68 Brooklyn FI, LLC 6.15% of their portfolio NEW YORK, NY 79,17779.2k $33.6m $33.6m 6.15% Added +1.3k +1,318
69 HANTZ FINANCIAL SERVICES, INC. 0.46% of their portfolio SOUTHFIELD, MI 78,94278.9k $33.7m $33.7m 0.46% Reduced -1.1k -1,083
70 Waldron Private Wealth LLC 1.16% of their portfolio BRIDGEVILLE, PA 78,86178.9k $33.6m $33.6m 1.16% Reduced -1.2k -1,232
71 Provenance Wealth Advisors, LLC 3.19% of their portfolio FORT LAUDERDALE, FL 78,52878.5k $33.5m $33.5m 3.19% Reduced -873 -873
72 BRIGHTON JONES LLC 0.60% of their portfolio SEATTLE, WA 76,04276.0k $32.4m $32.4m 0.60% Reduced -481 -481
73 Tanglewood Wealth Management, Inc. 2.70% of their portfolio HOUSTON, TX 74,51974.5k $31.8m $31.8m 2.70% Reduced -18.8k -18,804
74 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 74,32574.3k $31.7m $31.7m 0.05% Reduced -1.1k -1,058
75 Savant Capital, LLC 0.09% of their portfolio ROCKFORD, IL 74,22474.2k $31.6m $31.6m 0.09% Reduced -65 -65
76 Great Diamond Partners, LLC 5.29% of their portfolio Portland, ME 72,22172.2k $30.8m $30.8m 5.29% Added +86 +86
77 EPIQ PARTNERS, LLC 12.98% of their portfolio MINNEAPOLIS, MN 71,75571.8k $30.6m $30.6m 12.98% Added +4.2k +4,204
78 Finley Financial, LLC 11.91% of their portfolio LAS VEGAS, NV 69,37469.4k $29.6m $29.6m 11.91% Reduced -1.4k -1,373
79 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1.40% of their portfolio CEDAR RAPIDS, IA 68,65668.7k $29.3m $29.3m 1.40% Reduced -2.5k -2,508
80 Laird Norton Wetherby Trust Company, LLC 0.55% of their portfolio Seattle, WA 66,92066.9k $28.5m $28.5m 0.55% Reduced -4.0k -3,969
81 US BANCORP \DE\ 0.03% of their portfolio MINNEAPOLIS, MN 63,55063.5k $27.1m $27.1m 0.03% Reduced -1.1k -1,063
82 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.09% of their portfolio CHARLOTTE, NC 60,35560.4k $25.7m $25.7m 0.09% Reduced -2.0k -2,001
83 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 60,05060.0k $25.6m $25.6m 0.03% Added +31.6k +31,593
84 Trajan Wealth LLC 0.96% of their portfolio SCOTTSDALE, AZ 59,83959.8k $25.5m $25.5m 0.96% Added +666 +666
85 JOHNSON INVESTMENT COUNSEL INC 0.18% of their portfolio Cincinnati, OH 58,19058.2k $24.8m $24.8m 0.18% Added +35 +35
86 Truepoint, Inc. 0.51% of their portfolio CINCINNATI, OH 57,57157.6k $24.5m $24.5m 0.51% Reduced -548 -548
87 Stairway Partners, LLC 1.14% of their portfolio MINNEAPOLIS, MN 56,53456.5k $24.1m $24.1m 1.14% Reduced -2.0k -2,044
88 Diversified Portfolios, Inc. 1.74% of their portfolio Bloomfield Hills, MI 56,28056.3k $24.0m $24.0m 1.74% Reduced -76 -76
89 CITIZENS FINANCIAL GROUP INC/RI 0.28% of their portfolio PROVIDENCE, RI 54,79054.8k $23.4m $23.4m 0.28% Added +593 +593
90 Greenspring Advisors, LLC 1.26% of their portfolio Towson, MD 53,48653.5k $22.8m $22.8m 1.26% Reduced -237 -237
91 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 53,37053.4k $22.8m $22.8m 0.03% Added +1.3k +1,262
92 Strategic Equity Management 7.60% of their portfolio TUCSON, AZ 53,09253.1k $22.6m $22.6m 7.60% Reduced -3.1k -3,079
93 Forvis Mazars Wealth Advisors, LLC 0.37% of their portfolio Springfield, MO 52,36952.4k $22.3m $22.3m 0.37% Added +2.7k +2,678
94 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 52,06852.1k $22.2m $22.2m 0.01% Added +5.1k +5,111
95 Compass Financial Group, Inc. 8.67% of their portfolio DEERFIELD BEACH, FL 48,14548.1k $20.5m $20.5m 8.67% Reduced -2.6k -2,556
96 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 47,78447.8k $20.4m $20.4m 0.02% Added +10.4k +10,407
97 KDK Private Wealth Management, LLC 16.53% of their portfolio Houston, TX 46,73446.7k $19.9m $19.9m 16.53% Added +2.0k +1,959
98 NEPC LLC 0.37% of their portfolio Boston, MA 46,03146.0k $19.6m $19.6m 0.37% Unchanged
99 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 44,68044.7k $19.1m $19.1m 0.01% Added +84 +84
100 Balentine LLC 0.67% of their portfolio ATLANTA, GA 43,94143.9k $18.7m $18.7m 0.67% Added +98 +98