Vault-13

ISHARES TR IJT

S&P SML 600 GWT · ETP · CUSIP 464287887

733 institutional holders +14 vs Q1 2025
27,970,09528.0m shares reported held*
$3.7bnreported value*
61 new 193 added 264 reduced 47 sold out net bought ≈ $11.5m (+86.4k 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 ($3.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $133.18. Options: 1 managers hold calls ($984.5k notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 595Q4 22: 643Q1 23: 619Q2 23: 627Q3 23: 619Q4 23: 671Q1 24: 680Q2 24: 689Q3 24: 706Q4 24: 755Q1 25: 719Q2 25: 733733Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022595
Q4 2022643
Q1 2023619
Q2 2023627
Q3 2023619
Q4 2023671
Q1 2024680
Q2 2024689
Q3 2024706
Q4 2024755
Q1 2025719
Q2 2025733

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 23: 213 bought or addedQ3 23: 227 cut or sold outQ4 23: 245 bought or addedQ4 23: 235 cut or sold outQ4 23Q1 24: 250 bought or addedQ1 24: 251 cut or sold outQ2 24: 260 bought or addedQ2 24: 249 cut or sold outQ2 24Q3 24: 283 bought or addedQ3 24: 257 cut or sold outQ4 24: 289 bought or addedQ4 24: 262 cut or sold outQ4 24Q1 25: 245 bought or addedQ1 25: 331 cut or sold outQ2 25: 254 bought or addedQ2 25: 311 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023213227
Q4 2023245235
Q1 2024250251
Q2 2024260249
Q3 2024283257
Q4 2024289262
Q1 2025245331
Q2 2025254311

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ3 24 calls: $1.2mQ3 24 puts: $237.1kQ3 24P/C 0.19Q4 24 calls: $1.2mQ4 24 puts: $0Q4 24P/C 0.00Q1 25 calls: $572.7kQ1 25 puts: $27.1kQ1 25P/C 0.05Q2 25 calls: $984.5kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$1.2m$237.1k0.19
Q4 2024$1.2m$00.00
Q1 2025$572.7k$27.1k0.05
Q2 2025$984.5k$00.00

Biggest buyers

ROYAL BANK OF CANADA Added +379,705+379.7k
BROWN ADVISORY INC Added +174,750+174.8k
Rockefeller Capital Management L.P. Added +173,020+173.0k
World Investment Advisors Added +162,617+162.6k
Arax Advisory Partners New +139,285+139.3k
Belpointe Asset Management LLC New +71,204+71.2k
Future Fund LLC New +64,211+64.2k
DEUTSCHE BANK AG\ New +62,510+62.5k
Cresset Asset Management, LLC Added +54,206+54.2k
Financial Engines Advisors L.L.C. Added +40,541+40.5k

Biggest sellers

One Capital Management, LLC Reduced -183,426-183.4k
WELLS FARGO & COMPANY/MN Reduced -104,238-104.2k
M Holdings Securities, Inc. Sold out -99,240-99.2k
OPPENHEIMER ASSET MANAGEMENT INC. Reduced -98,471-98.5k
PNC Financial Services Group, Inc. Reduced -82,773-82.8k
Atria Wealth Solutions, Inc. Reduced -78,796-78.8k
Baltimore-Washington Financial Advisors, Inc. Reduced -68,553-68.6k
AMERIPRISE FINANCIAL INC Reduced -66,986-67.0k
Cetera Investment Advisers Reduced -65,586-65.6k
FMR LLC Reduced -63,249-63.2k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $984.5k7.4k shares

Biggest puts

None

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 3,292,7983.3m $438.1m $438.1m 0.03% Added +19.9k +19,866
2 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 2,019,1542.0m $268.6m $268.6m 0.02% Reduced -50.5k -50,473
3 FMR LLC 0.01% of their portfolio BOSTON, MA 1,567,8731.6m $208.6m $208.6m 0.01% Reduced -63.2k -63,249
4 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,117,4801.1m $148.7m $148.7m 0.03% Reduced -104.2k -104,238
5 UBS Group AG 0.03% of their portfolio ZURICH, V8 1,061,9071.1m $141.3m $141.3m 0.03% Reduced -49.5k -49,465
6 PNC Financial Services Group, Inc. 0.08% of their portfolio Pittsburgh, PA 921,071921.1k $122.5m $122.5m 0.08% Reduced -82.8k -82,773
7 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 882,693882.7k $117.4m $117.4m 0.04% Reduced -6.7k -6,650
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.08% of their portfolio MILWAUKEE, WI 810,556810.6k $107.8m $107.8m 0.08% Added +9.0k +9,000
9 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 742,560742.6k $98.8m $98.8m 0.01% Added +379.7k +379,705
10 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 499,359499.4k $66.4m $66.4m 0.09% Reduced -4.9k -4,926
11 BROWN ADVISORY INC 0.08% of their portfolio BALTIMORE, MD 471,121471.1k $62.7m $62.7m 0.08% Added +174.8k +174,750
12 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 443,451443.5k $59.6m $59.6m 0.01% Reduced -67.0k -66,986
13 M&T Bank Corp 0.19% of their portfolio BUFFALO, NY 419,261419.3k $55.8m $55.8m 0.19% Reduced -27.4k -27,359
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 414,594414.6k $55.2m $55.2m 0.00% Reduced -25.9k -25,856
15 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 364,754364.8k $48.5m $48.5m 0.06% Added +173.0k +173,020
16 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 361,800361.8k $48.1m $48.1m 0.02% Added +14.0k +13,975
17 Glenmede Investment Management, LP 0.24% of their portfolio PHILADELPHIA, PA 355,990356.0k $47.4m $47.4m 0.24% First filing
18 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 344,820344.8k $45.9m $45.9m 0.06% Reduced -17.1k -17,081
19 Cerity Partners LLC 0.07% of their portfolio NEW YORK, NY 298,748298.7k $39.7m $39.7m 0.07% Added +7.1k +7,131
20 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 288,561288.6k $38.4m $38.4m 0.01% Reduced -12.2k -12,150
21 Beaumont Financial Advisors, LLC 2.24% of their portfolio NEEDHAM, MA 232,439232.4k $30.9m $30.9m 2.24% Reduced -9.6k -9,608
22 MONETA GROUP INVESTMENT ADVISORS LLC 0.35% of their portfolio ST LOUIS, MO 220,049220.0k $29.3m $29.3m 0.35% Added +24.5k +24,452
23 SPC Financial, Inc. 2.24% of their portfolio ROCKVILLE, MD 200,658200.7k $26.7m $26.7m 2.24% Added +30 +30
24 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 190,851190.9k $25.4m $25.4m 0.02% Added +30.6k +30,595
25 CAPTRUST FINANCIAL ADVISORS 0.06% of their portfolio RALEIGH, NC 187,379187.4k $24.9m $24.9m 0.06% Reduced -9.5k -9,538
26 AVANTAX ADVISORY SERVICES, INC. 0.13% of their portfolio DALLAS, TX 182,966183.0k $24.3m $24.3m 0.13% Added +9.1k +9,089
27 World Investment Advisors 0.54% of their portfolio LINCROFT, NJ 179,400179.4k $23.9m $23.9m 0.54% Added +162.6k +162,617
28 Heartwood Wealth Advisors LLC 2.34% of their portfolio RICHMOND, VA 168,370168.4k $22.4m $22.4m 2.34% Added +2.3k +2,326
29 Mariner, LLC 0.03% of their portfolio Overland Park, KS 167,376167.4k $22.3m $22.3m 0.03% Added +8.7k +8,689
30 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 164,399164.4k $21.9m $21.9m 0.04% Added +6.0k +6,006
31 GHP Investment Advisors, Inc. 0.94% of their portfolio Denver, CO 160,166160.2k $21.3m $21.3m 0.94% Reduced -1.6k -1,564
32 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 158,279158.3k $21.1m $21.1m 0.05% Added +7.4k +7,425
33 Falcon Wealth Planning 2.07% of their portfolio Ontario, CA 154,244154.2k $20.5m $20.5m 2.07% Reduced -1.2k -1,195
34 Schneider Downs Wealth Management Advisors, LP 3.03% of their portfolio Pittsburgh, PA 152,166152.2k $20.2m $20.2m 3.03% Reduced -34.8k -34,799
35 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.15% of their portfolio IRVING, TX 143,552143.6k $19.1m $19.1m 0.15% Reduced -4.2k -4,214
36 Arax Advisory Partners 0.85% of their portfolio NEW YORK, NY 139,285139.3k $18.5m $18.5m 0.85% New
37 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 138,428138.4k $18.4m $18.4m 0.02% Reduced -8.8k -8,821
38 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 133,631133.6k $17.8m $17.8m 0.03% Added +8.0k +8,030
39 Pinnacle Financial Partners Inc 0.36% of their portfolio Nashville, TN 129,384129.4k $17.2m $17.2m 0.36% Added +3.8k +3,802
40 One Capital Management, LLC 0.58% of their portfolio WESTLAKE VILLAGE, CA 125,080125.1k $16.6m $16.6m 0.58% Reduced -183.4k -183,426
41 Sterling Financial Planning, Inc. 5.50% of their portfolio SPARTA, NJ 123,791123.8k $16.5m $16.5m 5.50% Added +5.9k +5,855
42 Probity Advisors, Inc. 2.48% of their portfolio DALLAS, TX 106,082106.1k $14.1m $14.1m 2.48% Added +3.3k +3,274
43 Palisades Hudson Asset Management, L.P. 5.47% of their portfolio FORT LAUDERDALE, FL 105,050105.0k $14.0m $14.0m 5.47% Added +9.1k +9,149
44 Cassaday & Co Wealth Management LLC 0.35% of their portfolio MCLEAN, VA 104,671104.7k $13.9m $13.9m 0.35% Added +19.7k +19,705
45 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 104,276104.3k $13.9m $13.9m 0.02% Reduced -6.4k -6,437
46 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 99,92099.9k $13.3m $13.3m 0.01% Reduced -1.3k -1,259
47 RTD Financial Advisors, Inc. 1.69% of their portfolio Philadelphia, PA 99,46499.5k $13.2m $13.2m 1.69% Reduced -2.4k -2,380
48 OPPENHEIMER ASSET MANAGEMENT INC. 0.15% of their portfolio NEW YORK, NY 98,20198.2k $13.1m $13.1m 0.15% Reduced -98.5k -98,471
49 KEYBANK NATIONAL ASSOCIATION/OH 0.05% of their portfolio BROOKLYN, OH 98,16998.2k $13.1m $13.1m 0.05% Added +3.1k +3,076
50 MAI Capital Management 0.09% of their portfolio INDEPENDENCE, OH 95,67495.7k $12.7m $12.7m 0.09% Added +2.7k +2,671
51 Texas Yale Capital Corp. 0.42% of their portfolio ST. PETERSBURG, FL 95,24695.2k $12.7m $12.7m 0.42% Reduced -364 -364
52 KESTRA PRIVATE WEALTH SERVICES, LLC 0.17% of their portfolio AUSTIN, TX 87,71187.7k $11.7m $11.7m 0.17% Added +3.7k +3,714
53 IFP Advisors, Inc 0.33% of their portfolio TAMPA, FL 86,49586.5k $11.5m $11.5m 0.33% Reduced -1.2k -1,158
54 Cresset Asset Management, LLC 0.05% of their portfolio Chicago, IL 78,33378.3k $10.4m $10.4m 0.05% Added +54.2k +54,206
55 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 77,41677.4k $10.3m $10.3m 0.08% Added +3.6k +3,612
56 INSPIRE TRUST CO, N.A. 2.06% of their portfolio RENO, NV 75,00075.0k $10.0m $10.0m 2.06% Added +12.0k +12,000
57 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 73,70773.7k $9.8m $9.8m 0.00% Reduced -12 -12
58 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 73,69473.7k $9.8m $9.8m 0.01% Reduced -8.6k -8,627
59 Rodgers & Associates, LTD 1.05% of their portfolio Lancaster, PA 71,97672.0k $9.6m $9.6m 1.05% Added +2.8k +2,806
60 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 71,30971.3k $9.5m $9.5m 0.00% Reduced -1.8k -1,756
61 Belpointe Asset Management LLC 0.39% of their portfolio RENO, NV 71,20471.2k $9.5m $9.5m 0.39% New
62 Capital Advisors, Ltd. LLC 1.14% of their portfolio SHAKER HEIGHTS, OH 69,28869.3k $9.2m $9.2m 1.14% Reduced -529 -529
63 Steward Partners Investment Advisory, LLC 0.07% of their portfolio STAMFORD, CT 67,13367.1k $8.9m $8.9m 0.07% Reduced -51 -51
64 Prospera Financial Services Inc 0.16% of their portfolio Dallas, TX 66,03866.0k $8.8m $8.8m 0.16% Reduced -745 -745
65 Salomon & Ludwin, LLC 0.88% of their portfolio RICHMOND, VA 66,02066.0k $8.9m $8.9m 0.88% Reduced -1.3k -1,335
66 Financial Engines Advisors L.L.C. 0.02% of their portfolio SANTA CLARA, CA 64,45364.5k $8.6m $8.6m 0.02% Added +40.5k +40,541
67 Future Fund LLC 3.81% of their portfolio CHICAGO, IL 64,21164.2k $8.5m $8.5m 3.81% New
68 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 64,08964.1k $8.5m $8.5m 0.04% Added +2.7k +2,742
69 PITTENGER & ANDERSON INC 0.31% of their portfolio LINCOLN, NE 63,45063.5k $8.4m $8.4m 0.31% Unchanged
70 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 62,51062.5k $8.3m $8.3m 0.00% New
71 LAKE STREET PRIVATE WEALTH, LLC 1.18% of their portfolio CHICAGO, IL 62,29262.3k $8.3m $8.3m 1.18% Reduced -381 -381
72 Cordatus Wealth Management LLC 2.01% of their portfolio NEWTOWN, PA 61,44161.4k $8.2m $8.2m 2.01% Reduced -512 -512
73 FIFTH THIRD BANCORP 0.03% of their portfolio CINCINNATI, OH 61,12561.1k $8.1m $8.1m 0.03% Reduced -3.4k -3,396
74 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 58,84858.8k $7.8m $7.8m 0.04% Reduced -93 -93
75 Financial Advisors Network, Inc. 1.17% of their portfolio TUSTIN, CA 58,32158.3k $7.8m $7.8m 1.17% Added +3.5k +3,528
76 Newton One Investments LLC 2.41% of their portfolio NEWARK, DE 57,47157.5k $7.6m $7.6m 2.41% Reduced -190 -190
77 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 57,43257.4k $7.6m $7.6m 0.01% Reduced -65.6k -65,586
78 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 56,27656.3k $7.5m $7.5m 0.00% Added +20.9k +20,933
79 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 54,64354.6k $7.3m $7.3m 0.02% Reduced -11.7k -11,747
80 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 54,06754.1k $7.2m $7.2m 0.02% Added +1.8k +1,790
81 JFS WEALTH ADVISORS, LLC 0.46% of their portfolio HERMITAGE, PA 53,80053.8k $7.2m $7.2m 0.46% Added +1.3k +1,313
82 UMB Bank, n.a. 0.11% of their portfolio Kansas City, MO 53,67853.7k $7.1m $7.1m 0.11% Reduced -4.1k -4,093
83 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 53,12953.1k $7.1m $7.1m 0.01% Added +10.2k +10,221
84 Ifrah Financial Services, Inc. 1.93% of their portfolio Little Rock, AR 53,09353.1k $7.1m $7.1m 1.93% Added +593 +593
85 Concurrent Investment Advisors, LLC 0.13% of their portfolio Tampa, FL 50,80950.8k $6.8m $6.8m 0.13% Added +4.7k +4,712
86 SOA Wealth Advisors, LLC. 1.24% of their portfolio NEW YORK, NY 49,78849.8k $6.6m $6.6m 1.24% Reduced -7.2k -7,235
87 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 49,04249.0k $6.5m $6.5m 0.00% Added +5.8k +5,805
88 REGIONS FINANCIAL CORP 0.04% of their portfolio BIRMINGHAM, AL 48,50248.5k $6.5m $6.5m 0.04% Reduced -5.0k -4,969
89 Compound Planning, Inc. 0.24% of their portfolio NEW YORK, NY 47,68347.7k $6.3m $6.3m 0.24% Added +3.1k +3,105
90 NBT BANK, N.A. 0.43% of their portfolio NORWICH, NY 47,01747.0k $6.3m $6.3m 0.43% Added +960 +960
91 Sigma Planning Corp 0.19% of their portfolio ANN ARBOR, MI 46,64646.6k $6.2m $6.2m 0.19% Added +220 +220
92 Cottage Street Advisors LLC 3.11% of their portfolio MARION, MA 44,95545.0k $6.0m $6.0m 3.11% Reduced -2.7k -2,668
93 Baltimore-Washington Financial Advisors, Inc. 0.28% of their portfolio Columbia, MD 44,70644.7k $5.9m $5.9m 0.28% Reduced -68.6k -68,553
94 Clayton Financial Group LLC 7.03% of their portfolio ST. LOUIS, MO 44,45644.5k $5.9m $5.9m 7.03% Reduced -3.4k -3,399
95 FORTRESS FINANCIAL GROUP, LLC 4.99% of their portfolio ROCHESTER, MN 44,25344.3k $5.9m $5.9m 4.99% Added +13.2k +13,211
96 Gemmer Asset Management LLC 0.52% of their portfolio WALNUT CREEK, CA 44,24144.2k $5.9m $5.9m 0.52% Unchanged
97 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 43,61443.6k $5.9m $5.9m 0.01% Reduced -6.0k -6,010
98 BOKF, NA 0.09% of their portfolio TULSA, OK 43,16243.2k $5.7m $5.7m 0.09% Reduced -1.6k -1,584
99 LEVEL FOUR ADVISORY SERVICES, LLC 0.21% of their portfolio DALLAS, TX 42,55042.5k $5.7m $5.7m 0.21% Unchanged
100 Azimuth Capital Investment Management LLC 0.21% of their portfolio BLOOMFIELD HILLS, MI 42,47042.5k $5.7m $5.7m 0.21% Reduced -6.2k -6,168