Vault-13

ISHARES TR IJR

CORE S&P SCP ETF · ETP · CUSIP 464287804

2,839 institutional holders +84 vs Q1 2026
561,716,247561.7m shares reported held*
$83.4bnreported value*
183 new 1,127 added 1,140 reduced 86 sold out net bought ≈ $1.6bn (+10.7m 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 ($239.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $148.53. Options: 14 managers hold calls ($921.3m notional), 8 hold puts ($82.5m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01k2k3kQ3 22: 1,957Q4 22: 2,136Q1 23: 2,119Q2 23: 2,107Q3 23: 2,113Q4 23: 2,314Q1 24: 2,332Q2 24: 2,313Q3 24: 2,386Q4 24: 2,634Q1 25: 2,536Q2 25: 2,512Q3 25: 2,530Q4 25: 2,735Q1 26: 2,755Q2 26: 2,8392,839Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20221,957
Q4 20222,136
Q1 20232,119
Q2 20232,107
Q3 20232,113
Q4 20232,314
Q1 20242,332
Q2 20242,313
Q3 20242,386
Q4 20242,634
Q1 20252,536
Q2 20252,512
Q3 20252,530
Q4 20252,735
Q1 20262,755
Q2 20262,839

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ3 24: 1,250 bought or addedQ3 24: 889 cut or sold outQ4 24: 1,317 bought or addedQ4 24: 877 cut or sold outQ4 24Q1 25: 1,163 bought or addedQ1 25: 1,225 cut or sold outQ2 25: 1,028 bought or addedQ2 25: 1,306 cut or sold outQ2 25Q3 25: 1,115 bought or addedQ3 25: 1,152 cut or sold outQ4 25: 1,200 bought or addedQ4 25: 1,122 cut or sold outQ4 25Q1 26: 1,218 bought or addedQ1 26: 1,253 cut or sold outQ2 26: 1,310 bought or addedQ2 26: 1,226 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241,250889
Q4 20241,317877
Q1 20251,1631,225
Q2 20251,0281,306
Q3 20251,1151,152
Q4 20251,2001,122
Q1 20261,2181,253
Q2 20261,3101,226

Calls vs puts

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

CallsPuts
$0$500m$1bn$1.5bn$2bnQ3 25 calls: $1.5bnQ3 25 puts: $40.7mQ3 25P/C 0.03Q4 25 calls: $823.4mQ4 25 puts: $43.9mQ4 25P/C 0.05Q1 26 calls: $1.5bnQ1 26 puts: $20.8mQ1 26P/C 0.01Q2 26 calls: $921.3mQ2 26 puts: $82.5mQ2 26P/C 0.09
Numbers
QuarterCallsPutsP/C
Q3 2025$1.5bn$40.7m0.03
Q4 2025$823.4m$43.9m0.05
Q1 2026$1.5bn$20.8m0.01
Q2 2026$921.3m$82.5m0.09

Biggest buyers

JONES FINANCIAL COMPANIES LLLP Added +2,856,629+2.9m
JPMORGAN CHASE & CO Added +2,593,747+2.6m
BANK OF MONTREAL /CAN/ Added +2,305,774+2.3m
FMR LLC Added +1,181,684+1.2m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +1,132,592+1.1m
NATIXIS ADVISORS, LLC Added +1,077,043+1.1m
MORGAN STANLEY Added +884,035+884.0k
Cambridge Investment Research Advisors, Inc. Added +872,914+872.9k
TRUIST FINANCIAL CORP Added +546,567+546.6k
BROWN ADVISORY INC Added +468,045+468.0k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -1,667,137-1.7m
Steward Partners Investment Advisory, LLC Reduced -694,002-694.0k
STIFEL FINANCIAL CORP Reduced -624,766-624.8k
Clark Capital Management Group, Inc. Reduced -573,464-573.5k
BANK OF AMERICA CORP /DE/ Reduced -550,332-550.3k
BlackRock, Inc. Reduced -514,643-514.6k
Independent Advisor Alliance Reduced -432,873-432.9k
JANE STREET GROUP, LLC Reduced -408,715-408.7k
Financial Engines Advisors L.L.C. Reduced -346,796-346.8k
PRINCIPAL FINANCIAL GROUP INC Reduced -315,001-315.0k

Biggest calls

JPMORGAN CHASE & CO Reduced $275.5m4.9m shares
IMC-Chicago, LLC Reduced $179.8m3.8m shares
GROUP ONE TRADING LLC Added $162.9m3.2m shares
Optiver Holding B.V. Reduced $118.6m1.7m shares
HRT FINANCIAL LP Reduced $93.9m1.4m shares
CITADEL ADVISORS LLC Added $32.1m216.6k shares
Maven Securities LTD Reduced $19.5m285.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $18.9m127.1k shares
K2 PRINCIPAL FUND, L.P. New $9.8m66.0k shares
Marathon Trading Investment Management LLC New $4.8m150.3k shares

Biggest puts

BARCLAYS PLC New $65.3m440.0k shares
CITADEL ADVISORS LLC Reduced $6.5m43.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $6.3m42.7k shares
JANE STREET GROUP, LLC Reduced $3.3m22.0k shares
Resurgent Financial Advisors LLC Added $593.2k4.0k shares
Towerpoint Wealth, LLC New $440.2k2.2k shares
Cresset Asset Management, LLC New $89.0k600 shares
Cetera Investment Advisers Unchanged $491300 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 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3.53% of their portfolio MILWAUKEE, WI 44,570,99844.6m $6.6bn $6.6bn 3.53% Added +1.1m +1,132,592
2 BANK OF AMERICA CORP /DE/ 0.32% of their portfolio CHARLOTTE, NC 33,264,97333.3m $4.9bn $4.9bn 0.32% Reduced -550.3k -550,332
3 FMR LLC 0.16% of their portfolio BOSTON, MA 24,758,62424.8m $3.7bn $3.7bn 0.16% Added +1.2m +1,181,684
4 JONES FINANCIAL COMPANIES LLLP 1.34% of their portfolio DES PERES, MO 22,721,29622.7m $3.3bn $3.3bn 1.34% Added +2.9m +2,856,629
5 MORGAN STANLEY 0.15% of their portfolio NEW YORK, NY 19,117,41519.1m $2.8bn $2.8bn 0.15% Added +884.0k +884,035
6 LPL Financial LLC 0.54% of their portfolio FORT MILL, SC 16,331,08016.3m $2.4bn $2.4bn 0.54% Reduced -307.9k -307,924
7 ENVESTNET ASSET MANAGEMENT INC 0.57% of their portfolio Berwyn, PA 16,219,39616.2m $2.4bn $2.4bn 0.57% Reduced -1.7m -1,667,137
8 WELLS FARGO & COMPANY/MN 0.37% of their portfolio SAN FRANCISCO, CA 14,487,40214.5m $2.1bn $2.1bn 0.37% Reduced -236.2k -236,203
9 RAYMOND JAMES FINANCIAL INC 0.57% of their portfolio ST. PETERSBURG, FL 14,111,53114.1m $2.1bn $2.1bn 0.57% Reduced -27.2k -27,196
10 Bank of New York Mellon Corp 0.28% of their portfolio NEW YORK, NY 11,648,43611.6m $1.7bn $1.7bn 0.28% Reduced -154.4k -154,358
11 UBS Group AG 0.24% of their portfolio ZURICH, V8 10,230,92910.2m $1.5bn $1.5bn 0.24% Added +76.3k +76,337
12 NORTHERN TRUST CORP 0.17% of their portfolio CHICAGO, IL 9,576,6829.6m $1.4bn $1.4bn 0.17% Added +21.6k +21,593
13 BlackRock, Inc. 0.02% of their portfolio New York, NY 8,496,9868.5m $1.3bn $1.3bn 0.02% Reduced -514.6k -514,643
14 PNC Financial Services Group, Inc. 0.55% of their portfolio Pittsburgh, PA 7,491,6717.5m $1.1bn $1.1bn 0.55% Reduced -77.9k -77,857
15 ROYAL BANK OF CANADA 0.19% of their portfolio TORONTO, A6 7,471,5477.5m $1.1bn $1.1bn 0.19% Added +72.2k +72,179
16 Financial Engines Advisors L.L.C. 1.94% of their portfolio SANTA CLARA, CA 7,373,6617.4m $1.1bn $1.1bn 1.94% Reduced -346.8k -346,796
17 First Command Advisory Services, Inc. 5.83% of their portfolio FORT WORTH, TX 6,608,3106.6m $980.1m $980.1m 5.83% Added +95.4k +95,383
18 Baird Financial Group, Inc. 1.35% of their portfolio MILWAUKEE, WI 6,603,9766.6m $979.4m $979.4m 1.35% Added +139.9k +139,898
19 GOLDMAN SACHS GROUP INC 0.10% of their portfolio NEW YORK, NY 6,520,6996.5m $967.1m $967.1m 0.10% Reduced -67.6k -67,610
20 TRUIST FINANCIAL CORP 0.97% of their portfolio CHARLOTTE, NC 5,463,9605.5m $810.4m $810.4m 0.97% Added +546.6k +546,567
21 JPMORGAN CHASE & CO 0.05% of their portfolio NEW YORK, NY 5,328,5975.3m $785.2m $785.2m 0.05% Added +2.6m +2,593,747
22 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 8.72% of their portfolio MILWAUKEE, WI 5,014,6135.0m $743.7m $743.7m 8.72% Reduced -248.9k -248,915
23 GLENMEDE TRUST CO NA 3.26% of their portfolio PHILADELPHIA, PA 4,979,0285.0m $738.4m $738.4m 3.26% Reduced -12.8k -12,755
24 US BANCORP \DE\ 0.77% of their portfolio MINNEAPOLIS, MN 4,737,3294.7m $702.6m $702.6m 0.77% Reduced -123.5k -123,544
25 REGIONS FINANCIAL CORP 3.61% of their portfolio BIRMINGHAM, AL 4,081,0604.1m $605.3m $605.3m 3.61% Added +69.7k +69,700
26 BANK OF MONTREAL /CAN/ 0.22% of their portfolio TORONTO, A6 3,996,6394.0m $592.7m $592.7m 0.22% Added +2.3m +2,305,774
27 AMERIPRISE FINANCIAL INC 0.12% of their portfolio MINNEAPOLIS, MN 3,992,7714.0m $592.4m $592.4m 0.12% Reduced -258.2k -258,241
28 KEYBANK NATIONAL ASSOCIATION/OH 1.95% of their portfolio BROOKLYN, OH 3,992,7264.0m $592.2m $592.2m 1.95% Added +153.8k +153,789
29 NATIXIS ADVISORS, LLC 0.66% of their portfolio Boston, MA 3,957,6434.0m $587.0m $587.0m 0.66% Added +1.1m +1,077,043
30 Acorns Advisers, LLC 3.55% of their portfolio IRVINE, CA 3,675,5303.7m $545.1m $545.1m 3.55% Added +39.1k +39,103
31 Cerity Partners LLC 0.65% of their portfolio NEW YORK, NY 3,587,5743.6m $532.1m $532.1m 0.65% Added +11.7k +11,666
32 FIFTH THIRD BANCORP 0.81% of their portfolio CINCINNATI, OH 3,381,1393.4m $501.5m $501.5m 0.81% Added +164.8k +164,797
33 Cresset Asset Management, LLC 1.81% of their portfolio Chicago, IL 3,353,4753.4m $497.4m $497.4m 1.81% Added +70.1k +70,133
34 HighTower Advisors, LLC 0.47% of their portfolio CHICAGO, IL 3,320,7683.3m $492.5m $492.5m 0.47% Reduced -203.5k -203,472
35 Cetera Investment Advisers 0.38% of their portfolio SCHAUMBURG, IL 2,811,7202.8m $417.0m $417.0m 0.38% Reduced -77.5k -77,535
36 COMMONWEALTH EQUITY SERVICES, LLC 0.46% of their portfolio WALTHAM, MA 2,474,3952.5m $367.0m $367.0m 0.46% Reduced -225.1k -225,092
37 Nationwide Fund Advisors 14.98% of their portfolio COLUMBUS, OH 2,444,4922.4m $362.5m $362.5m 14.98% Reduced -239.5k -239,513
38 Millburn Ridgefield LLC /DE/ 6.83% of their portfolio New York, NY 2,433,9882.4m $361.0m $361.0m 6.83% Reduced -24.2k -24,208
39 Catalyst Capital Advisors LLC 5.99% of their portfolio San Juan, PR 2,433,9882.4m $361.0m $361.0m 5.99% Reduced -24.2k -24,208
40 Corient Private Wealth LP 0.47% of their portfolio MIAMI, FL 2,300,2072.3m $341.1m $341.1m 0.47% Added +189.3k +189,266
41 Circle Wealth Management, LLC 4.27% of their portfolio SUMMIT, NJ 2,289,1092.3m $339.5m $339.5m 4.27% Added +5 +5
42 Pathstone Holdings, LLC 0.97% of their portfolio ENGLEWOOD, NJ 2,241,4532.2m $332.4m $332.4m 0.97% Reduced -99.8k -99,763
43 Alesco Advisors, LLC, An ESL Co 7.51% of their portfolio Pittsford, NY 2,208,9762.2m $327.6m $327.6m 7.51% Reduced -31.1k -31,088
44 HUNTINGTON NATIONAL BANK 1.57% of their portfolio COLUMBUS, OH 2,180,5362.2m $323.4m $323.4m 1.57% Added +28.1k +28,095
45 Valeo Financial Advisors, LLC 5.94% of their portfolio CARMEL, IN 2,136,4812.1m $281.5m $281.5m 5.94% Added +15.2k +15,229
46 MAI Capital Management 1.16% of their portfolio INDEPENDENCE, OH 2,048,9832.0m $303.9m $303.9m 1.16% Added +79.3k +79,301
47 Wealthspire Advisors, LLC 1.65% of their portfolio NEW YORK, NY 2,025,5432.0m $300.4m $300.4m 1.65% Added +84.5k +84,483
48 Rockefeller Capital Management L.P. 0.43% of their portfolio NEW YORK, NY 1,893,2541.9m $280.8m $280.8m 0.43% Added +127.8k +127,790
49 BROWN ADVISORY INC 0.41% of their portfolio BALTIMORE, MD 1,778,9221.8m $263.8m $263.8m 0.41% Added +468.0k +468,045
50 Focus Partners Wealth 0.26% of their portfolio ST LOUIS, MO 1,733,7301.7m $257.1m $257.1m 0.26% Reduced -3.1k -3,052
51 Cambridge Investment Research Advisors, Inc. 0.29% of their portfolio FAIRFIELD, IA 1,725,2741.7m $255.9m $255.9m 0.29% Added +872.9k +872,914
52 OSAIC HOLDINGS, INC. 0.30% of their portfolio SCOTTSDALE, AZ 1,701,9621.7m $252.5m $252.5m 0.30% Added +115.1k +115,064
53 Mariner, LLC 0.26% of their portfolio Overland Park, KS 1,645,3761.6m $244.0m $244.0m 0.26% Reduced -89.5k -89,465
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.40% of their portfolio PLYMOUTH, MN 1,631,4411.6m $236.8m $236.8m 0.40% Added +168.7k +168,685
55 Mesirow Financial Investment Management, Inc. 3.77% of their portfolio CHICAGO, IL 1,618,1531.6m $240.0m $240.0m 3.77% Added +49.8k +49,838
56 Haverford Trust Co 2.05% of their portfolio Radnor, PA 1,599,2221.6m $237.2m $237.2m 2.05% Reduced -5.5k -5,537
57 Janney Montgomery Scott LLC 0.43% of their portfolio PHILADELPHIA, PA 1,497,4641.5m $222.1m $222.1m 0.43% Reduced -107.5k -107,507
58 MONETA GROUP INVESTMENT ADVISORS LLC 1.63% of their portfolio ST LOUIS, MO 1,482,0041.5m $219.8m $219.8m 1.63% Added +13.8k +13,795
59 Modera Wealth Management, LLC 2.25% of their portfolio WESTWOOD, NJ 1,421,6481.4m $210.8m $210.8m 2.25% Added +13.4k +13,395
60 BESSEMER GROUP INC 0.28% of their portfolio WOODBRIDGE, NJ 1,385,4551.4m $205.5m $205.5m 0.28% Added +435.6k +435,599
61 MERCER GLOBAL ADVISORS INC /ADV 0.25% of their portfolio DENVER, CO 1,371,7311.4m $203.4m $203.4m 0.25% Added +46.2k +46,182
62 MML INVESTORS SERVICES, LLC 0.41% of their portfolio SPRINGFIELD, MA 1,366,0951.4m $202.6m $202.6m 0.41% Added +158.6k +158,628
63 BRIDGES INVESTMENT MANAGEMENT INC 2.41% of their portfolio OMAHA, NE 1,333,6331.3m $197.8m $197.8m 2.41% Reduced -8.3k -8,306
64 Bleakley Financial Group, LLC 2.50% of their portfolio PARSIPPANY, NJ 1,323,2511.3m $196.3m $196.3m 2.50% Reduced -813 -813
65 Creative Planning 0.11% of their portfolio OVERLAND PARK, KS 1,251,8251.3m $185.7m $185.7m 0.11% Reduced -5.1k -5,051
66 Clark Capital Management Group, Inc. 1.01% of their portfolio PHILADELPHIA, PA 1,244,5501.2m $184.6m $184.6m 1.01% Reduced -573.5k -573,464
67 Missouri Education Pension Trust 66.00% of their portfolio JEFFERSON CITY, MO 1,216,6741.2m $180.4m $180.4m 66.00% Unchanged
68 VICTORY CAPITAL MANAGEMENT INC 0.10% of their portfolio San Antonio, TX 1,196,6731.2m $177.5m $177.5m 0.10% Added +140.1k +140,087
69 TEACHER RETIREMENT SYSTEM OF TEXAS 0.47% of their portfolio AUSTIN, TX 1,185,7991.2m $175.9m $175.9m 0.47% Unchanged
70 Allworth Financial LP 0.74% of their portfolio FOLSOM, CA 1,167,8271.2m $173.2m $173.2m 0.74% Reduced -76.0k -76,009
71 BEACON INVESTMENT ADVISORY SERVICES, INC. 6.39% of their portfolio MORRISTOWN, NJ 1,158,8551.2m $171.9m $171.9m 6.39% Added +96.7k +96,677
72 FRANKLIN RESOURCES INC 0.04% of their portfolio San Mateo, CA 1,154,6561.2m $171.2m $171.2m 0.04% Added +29.1k +29,144
73 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.92% of their portfolio IRVING, TX 1,119,6141.1m $166.0m $166.0m 0.92% Reduced -47.0k -47,012
74 FARMERS & MERCHANTS INVESTMENTS INC 4.01% of their portfolio LINCOLN, NE 1,116,6081.1m $165.6m $165.6m 4.01% Reduced -97.0k -96,991
75 STIFEL FINANCIAL CORP 0.14% of their portfolio ST. LOUIS, MO 1,096,1721.1m $162.6m $162.6m 0.14% Reduced -624.8k -624,766
76 ASSETMARK, INC 0.28% of their portfolio CONCORD, CA 1,093,7981.1m $162.2m $162.2m 0.28% Reduced -58.1k -58,060
77 Acropolis Investment Management, LLC 5.76% of their portfolio ST. LOUIS, MO 984,802984.8k $146.1m $146.1m 5.76% Reduced -15.1k -15,125
78 Destination Wealth Management 3.19% of their portfolio Walnut Creek, CA 920,516920.5k $136.5m $136.5m 3.19% Added +82.5k +82,478
79 Steward Partners Investment Advisory, LLC 0.69% of their portfolio STAMFORD, CT 909,263909.3k $134.9m $134.9m 0.69% Reduced -694.0k -694,002
80 CAPTRUST FINANCIAL ADVISORS 0.20% of their portfolio RALEIGH, NC 901,357901.4k $133.7m $133.7m 0.20% Added +45.1k +45,068
81 M&T Bank Corp 0.38% of their portfolio BUFFALO, NY 870,029870.0k $129.0m $129.0m 0.38% Reduced -16.4k -16,413
82 Kestra Advisory Services, LLC 0.42% of their portfolio AUSTIN, TX 867,164867.2k $128.6m $128.6m 0.42% Added +74.1k +74,067
83 Members Trust Co 3.97% of their portfolio TAMPA, FL 860,578860.6k $127.6m $127.6m 3.97% Reduced -5.7k -5,747
84 Beacon Pointe Advisors, LLC 0.59% of their portfolio NEWPORT BEACH, CA 854,136854.1k $126.7m $126.7m 0.59% Reduced -34.0k -34,027
85 &PARTNERS 0.52% of their portfolio NASHVILLE, TN 854,086854.1k $126.9m $126.9m 0.52% Added +40.2k +40,231
86 WestEnd Advisors, LLC 2.80% of their portfolio CHARLOTTE, NC 847,232847.2k $125.7m $125.7m 2.80% Reduced -90.0k -90,018
87 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 797,424797.4k $118.3m $118.3m 0.00% Added +2.0k +2,001
88 Farther Finance Advisors, LLC 0.92% of their portfolio SAN FRANCISCO, CA 792,656792.7k $117.5m $117.5m 0.92% Added +55.5k +55,481
89 Sequoia Financial Advisors, LLC 0.54% of their portfolio Akron, OH 733,683733.7k $108.8m $108.8m 0.54% Added +28.2k +28,228
90 WHITTIER TRUST CO 1.04% of their portfolio SOUTH PASADENA, CA 719,520719.5k $105.6m $105.6m 1.04% Added +30.5k +30,499
91 Atlantic Union Bankshares Corp 1.77% of their portfolio GLEN ALLEN, VA 714,004714.0k $105.9m $105.9m 1.77% Reduced -142.5k -142,539
92 MISSION WEALTH MANAGEMENT, LP 1.30% of their portfolio Santa Barbara, CA 705,960706.0k $104.7m $104.7m 1.30% Added +107.7k +107,725
93 Steele Capital Management, Inc. 3.85% of their portfolio DUBUQUE, IA 704,827704.8k $104.5m $104.5m 3.85% Added +54.0k +53,966
94 Glenview Trust Co 1.44% of their portfolio Louisville, KY 700,640700.6k $103.9m $103.9m 1.44% Added +5.5k +5,506
95 Accredited Investors Inc. 4.32% of their portfolio EDINA, MN 674,815674.8k $100.1m $100.1m 4.32% Added +10.5k +10,504
96 First Interstate Bank 5.08% of their portfolio Billings, MT 657,052657.1k $97.4m $97.4m 5.08% Reduced -22.6k -22,649
97 IEQ CAPITAL, LLC 0.44% of their portfolio Foster City, CA 649,005649.0k $96.3m $96.3m 0.44% Added +21.2k +21,216
98 JOHNSON INVESTMENT COUNSEL INC 0.70% of their portfolio Cincinnati, OH 643,757643.8k $95.5m $95.5m 0.70% Added +102.0k +101,962
99 SWF LLC 6.25% of their portfolio OMAHA, NE 630,311630.3k $93.5m $93.5m 6.25% Added +2.7k +2,657
100 SAGE FINANCIAL GROUP INC 5.11% of their portfolio W. CONSHOHOCKEN, PA 622,538622.5k $92.3m $92.3m 5.11% Added +16.5k +16,515