Vault-13

ISHARES TR IJT

S&P SML 600 GWT · ETP · CUSIP 464287887

820 institutional holders +54 vs Q1 2026
29,007,24529.0m shares reported held*
$5.2bnreported value*
88 new 230 added 248 reduced 34 sold out net bought ≈ $124.6m (+699.8k 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 ($5.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $178.57. Options: 2 managers hold calls ($1.1m notional), 0 hold puts (—).

Trends to Q2 2026

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: 733Q3 25: 731Q4 25: 774Q1 26: 766Q2 26: 820820Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025731
Q4 2025774
Q1 2026766
Q2 2026820

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q3 25: 258 bought or addedQ3 25: 297 cut or sold outQ4 25: 269 bought or addedQ4 25: 276 cut or sold outQ4 25Q1 26: 261 bought or addedQ1 26: 305 cut or sold outQ2 26: 318 bought or addedQ2 26: 282 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024283257
Q4 2024289262
Q1 2025245331
Q2 2025254311
Q3 2025258297
Q4 2025269276
Q1 2026261305
Q2 2026318282

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ3 25 calls: $1.1mQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $1.3mQ4 25 puts: $254.1kQ4 25P/C 0.19Q1 26 calls: $940.6kQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $1.1mQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$1.1m$00.00
Q4 2025$1.3m$254.1k0.19
Q1 2026$940.6k$00.00
Q2 2026$1.1m$00.00

Biggest buyers

Pacific Life Fund Advisors LLC New +131,406+131.4k
Vestmark Advisory Solutions, Inc. Added +128,707+128.7k
TRUIST FINANCIAL CORP Added +86,764+86.8k
AMERIPRISE FINANCIAL INC Added +81,379+81.4k
Arax Advisory Partners Added +78,307+78.3k
BROWN ADVISORY INC Added +74,385+74.4k
M&T Bank Corp Added +62,523+62.5k
WELLS FARGO & COMPANY/MN Added +59,999+60.0k
Prospera Financial Services Inc Added +58,145+58.1k
Cordatus Wealth Management LLC Added +58,123+58.1k

Biggest sellers

UBS Group AG Reduced -164,788-164.8k
OPPENHEIMER ASSET MANAGEMENT INC. Sold out -125,997-126.0k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -115,129-115.1k
BNP PARIBAS FINANCIAL MARKETS Sold out -50,028-50.0k
NBT BANK, N.A. Reduced -36,882-36.9k
FORTRESS FINANCIAL GROUP, LLC Reduced -34,684-34.7k
PNC Financial Services Group, Inc. Reduced -33,801-33.8k
Cetera Investment Advisers Reduced -26,196-26.2k
Mariner, LLC Reduced -16,420-16.4k
MORGAN STANLEY Reduced -15,951-16.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Unchanged $643.0k3.6k shares
CITADEL ADVISORS LLC Reduced $446.5k2.5k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 3,174,4673.2m $567.0m $567.0m 0.03% Reduced -16.0k -15,951
2 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 2,049,3492.0m $366.0m $366.0m 0.02% Added +2.9k +2,890
3 FMR LLC 0.01% of their portfolio BOSTON, MA 1,862,5551.9m $332.7m $332.7m 0.01% Reduced -15.6k -15,567
4 BROWN ADVISORY INC 0.31% of their portfolio BALTIMORE, MD 1,119,8521.1m $200.0m $200.0m 0.31% Added +74.4k +74,385
5 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,094,4821.1m $195.5m $195.5m 0.03% Added +60.0k +59,999
6 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 1,056,3801.1m $188.7m $188.7m 0.04% Added +25.1k +25,135
7 UBS Group AG 0.03% of their portfolio ZURICH, V8 919,460919.5k $164.2m $164.2m 0.03% Reduced -164.8k -164,788
8 PNC Financial Services Group, Inc. 0.07% of their portfolio Pittsburgh, PA 833,353833.4k $148.8m $148.8m 0.07% Reduced -33.8k -33,801
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.07% of their portfolio MILWAUKEE, WI 764,942764.9k $136.6m $136.6m 0.07% Reduced -115.1k -115,129
10 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 552,733552.7k $98.7m $98.7m 0.03% Added +16.2k +16,183
11 M&T Bank Corp 0.26% of their portfolio BUFFALO, NY 503,632503.6k $89.9m $89.9m 0.26% Added +62.5k +62,523
12 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 486,724486.7k $86.9m $86.9m 0.11% Added +4.5k +4,544
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 433,131433.1k $76.5m $76.5m 0.00% Added +12.4k +12,375
14 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 408,157408.2k $72.9m $72.9m 0.01% Added +81.4k +81,379
15 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 362,011362.0k $64.7m $64.7m 0.06% Reduced -4.0k -3,954
16 GLENMEDE TRUST CO NA 0.28% of their portfolio PHILADELPHIA, PA 351,350351.4k $62.8m $62.8m 0.28% Added +4.6k +4,588
17 TRUIST FINANCIAL CORP 0.07% of their portfolio CHARLOTTE, NC 348,502348.5k $62.2m $62.2m 0.07% Added +86.8k +86,764
18 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 335,412335.4k $59.9m $59.9m 0.01% Reduced -4.0k -4,038
19 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 308,932308.9k $55.2m $55.2m 0.06% Added +57.5k +57,477
20 Cerity Partners LLC 0.07% of their portfolio NEW YORK, NY 300,536300.5k $53.7m $53.7m 0.07% Added +26.7k +26,713
21 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 282,475282.5k $50.4m $50.4m 0.01% Reduced -8.2k -8,157
22 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 259,022259.0k $45.7m $45.7m 0.02% Added +5.6k +5,638
23 Beaumont Financial Advisors, LLC 2.84% of their portfolio NEEDHAM, MA 249,525249.5k $44.6m $44.6m 2.84% Added +392 +392
24 MONETA GROUP INVESTMENT ADVISORS LLC 0.30% of their portfolio ST LOUIS, MO 229,363229.4k $41.0m $41.0m 0.30% Reduced -3.2k -3,192
25 CAPTRUST FINANCIAL ADVISORS 0.06% of their portfolio RALEIGH, NC 204,482204.5k $36.5m $36.5m 0.06% Reduced -4.6k -4,635
26 Arax Advisory Partners 0.24% of their portfolio NEW YORK, NY 199,352199.4k $35.6m $35.6m 0.24% Added +78.3k +78,307
27 Heartwood Wealth Advisors LLC 2.74% of their portfolio RICHMOND, VA 197,196197.2k $35.2m $35.2m 2.74% Added +7.2k +7,167
28 Falcon Wealth Planning 2.07% of their portfolio Ontario, CA 182,834182.8k $32.7m $32.7m 2.07% Added +4.3k +4,302
29 AlphaCore Capital LLC 0.60% of their portfolio LA JOLLA, CA 182,053182.1k $32.5m $32.5m 0.60% Reduced -6.8k -6,769
30 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 176,832176.8k $31.6m $31.6m 0.03% Reduced -26.2k -26,196
31 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 175,674175.7k $31.4m $31.4m 0.03% Reduced -611 -611
32 Schneider Downs Wealth Management Advisors, LP 2.84% of their portfolio Pittsburgh, PA 169,475169.5k $30.3m $30.3m 2.84% Added +5.5k +5,454
33 Mariner, LLC 0.03% of their portfolio Overland Park, KS 164,793164.8k $29.4m $29.4m 0.03% Reduced -16.4k -16,420
34 GHP Investment Advisors, Inc. 1.02% of their portfolio Denver, CO 156,039156.0k $27.9m $27.9m 1.02% Reduced -1.6k -1,593
35 KESTRA PRIVATE WEALTH SERVICES, LLC 0.29% of their portfolio AUSTIN, TX 149,045149.0k $26.6m $26.6m 0.29% Added +2.8k +2,780
36 Vestmark Advisory Solutions, Inc. 0.23% of their portfolio Wakefield, MA 139,080139.1k $24.8m $24.8m 0.23% Added +128.7k +128,707
37 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 132,675132.7k $23.7m $23.7m 0.04% Reduced -1.8k -1,804
38 Pacific Life Fund Advisors LLC 2.58% of their portfolio NEWPORT BEACH, CA 131,406131.4k $23.5m $23.5m 2.58% New
39 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 131,114131.1k $23.4m $23.4m 0.03% Added +46.6k +46,621
40 Pinnacle Financial Partners, Inc. 0.16% of their portfolio ATLANTA, GA 128,295128.3k $22.9m $22.9m 0.16% Added +1.5k +1,463
41 Sterling Financial Planning, Inc. 6.22% of their portfolio SPARTA, NJ 128,012128.0k $22.9m $22.9m 6.22% Reduced -1.8k -1,844
42 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.12% of their portfolio IRVING, TX 124,135124.1k $22.2m $22.2m 0.12% Reduced -4.9k -4,945
43 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 122,895122.9k $22.0m $22.0m 0.02% Reduced -3.4k -3,441
44 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 118,034118.0k $21.1m $21.1m 0.03% Reduced -5.2k -5,229
45 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 115,133115.1k $20.6m $20.6m 0.01% Added +3.1k +3,144
46 Probity Advisors, Inc. 2.83% of their portfolio DALLAS, TX 110,713110.7k $19.8m $19.8m 2.83% Reduced -1.2k -1,151
47 INSPIRE TRUST CO, N.A. 2.70% of their portfolio RENO, NV 110,000110.0k $19.6m $19.6m 2.70% Added +8.0k +8,000
48 MAI Capital Management 0.07% of their portfolio INDEPENDENCE, OH 101,601101.6k $18.1m $18.1m 0.07% Added +5.0k +4,952
49 Cassaday & Co Wealth Management LLC 0.34% of their portfolio MCLEAN, VA 101,162101.2k $18.1m $18.1m 0.34% Reduced -1.0k -1,041
50 Palisades Hudson Asset Management, L.P. 6.02% of their portfolio FORT LAUDERDALE, FL 96,35096.3k $17.2m $17.2m 6.02% Reduced -2.7k -2,680
51 Texas Yale Capital Corp. 0.37% of their portfolio ST. PETERSBURG, FL 94,97195.0k $17.0m $17.0m 0.37% Added +250 +250
52 KEYBANK NATIONAL ASSOCIATION/OH 0.06% of their portfolio BROOKLYN, OH 94,47094.5k $16.9m $16.9m 0.06% Added +152 +152
53 RTD Financial Advisors, Inc. 1.73% of their portfolio Philadelphia, PA 88,65388.7k $15.8m $15.8m 1.73% Reduced -6.3k -6,270
54 Equitable Holdings, Inc. 0.09% of their portfolio NEW YORK, NY 88,32488.3k $15.8m $15.8m 0.09% Added +2.7k +2,719
55 Cresset Asset Management, LLC 0.06% of their portfolio Chicago, IL 86,56186.6k $15.5m $15.5m 0.06% Added +5.0k +4,960
56 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 84,50684.5k $15.1m $15.1m 0.03% Added +17.1k +17,130
57 FIFTH THIRD BANCORP 0.02% of their portfolio CINCINNATI, OH 82,73482.7k $14.8m $14.8m 0.02% Reduced -6.4k -6,374
58 Lido Advisors, LLC 0.05% of their portfolio Los Angeles, CA 81,56681.6k $14.6m $14.6m 0.05% Reduced -1.1k -1,096
59 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 81,03381.0k $14.5m $14.5m 0.00% Added +4.2k +4,167
60 Pathstone Holdings, LLC 0.04% of their portfolio ENGLEWOOD, NJ 75,20275.2k $13.4m $13.4m 0.04% Added +27.5k +27,534
61 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 72,59372.6k $13.0m $13.0m 0.02% Added +8.0k +8,000
62 REGIONS FINANCIAL CORP 0.08% of their portfolio BIRMINGHAM, AL 70,84870.8k $12.7m $12.7m 0.08% Added +574 +574
63 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 69,60269.6k $12.4m $12.4m 0.04% Added +10.3k +10,330
64 Financial Engines Advisors L.L.C. 0.02% of their portfolio SANTA CLARA, CA 69,24869.2k $12.4m $12.4m 0.02% Added +1.7k +1,696
65 LAKE STREET PRIVATE WEALTH, LLC 1.40% of their portfolio CHICAGO, IL 68,52568.5k $12.2m $12.2m 1.40% Added +175 +175
66 Capital Advisors, Ltd. LLC 1.21% of their portfolio SHAKER HEIGHTS, OH 67,08467.1k $12.0m $12.0m 1.21% Reduced -1.1k -1,075
67 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 66,19766.2k $11.8m $11.8m 0.01% Reduced -3.1k -3,084
68 Steward Partners Investment Advisory, LLC 0.06% of their portfolio STAMFORD, CT 66,05566.1k $11.8m $11.8m 0.06% Reduced -2.3k -2,302
69 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 65,82465.8k $11.8m $11.8m 0.01% Added +10.8k +10,815
70 Rodgers & Associates, LTD 1.05% of their portfolio Lancaster, PA 64,53564.5k $11.5m $11.5m 1.05% Reduced -4.5k -4,475
71 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 63,99964.0k $11.4m $11.4m 0.00% Reduced -720 -720
72 PITTENGER & ANDERSON INC 0.41% of their portfolio LINCOLN, NE 63,45063.5k $11.3m $11.3m 0.41% Unchanged
73 Prospera Financial Services Inc 0.16% of their portfolio Dallas, TX 63,40263.4k $11.3m $11.3m 0.16% Added +58.1k +58,145
74 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 62,51062.5k $11.2m $11.2m 0.00% Unchanged
75 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 61,08261.1k $10.9m $10.9m 0.01% Added +40.3k +40,345
76 Financial Advisors Network, Inc. 1.32% of their portfolio TUSTIN, CA 60,08660.1k $10.7m $10.7m 1.32% Added +1.1k +1,087
77 Salomon & Ludwin, LLC 0.84% of their portfolio RICHMOND, VA 59,81459.8k $10.2m $10.2m 0.84% Reduced -2.4k -2,422
78 Cordatus Wealth Management LLC 2.34% of their portfolio NEWTOWN, PA 59,60959.6k $10.6m $10.6m 2.34% Added +58.1k +58,123
79 Concurrent Investment Advisors, LLC 0.09% of their portfolio Tampa, FL 58,13458.1k $10.4m $10.4m 0.09% Added +1.6k +1,591
80 JFS WEALTH ADVISORS, LLC 0.51% of their portfolio HERMITAGE, PA 57,39057.4k $10.2m $10.2m 0.51% Added +1.4k +1,422
81 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 56,83956.8k $10.2m $10.2m 0.00% Added +3.1k +3,058
82 StoryOne LLC 4.52% of their portfolio OVERLAND PARK, KS 53,32453.3k $9.5m $9.5m 4.52% Added +53.3k +53,324
83 Compound Planning, Inc. 0.25% of their portfolio NEW YORK, NY 53,15053.1k $9.5m $9.5m 0.25% Added +486 +486
84 PW Nova Financial Services LLC 1.99% of their portfolio NEWTOWN, PA 52,00052.0k $9.3m $9.3m 1.99% Added +908 +908
85 Sigma Planning Corp 0.23% of their portfolio ANN ARBOR, MI 50,90850.9k $9.1m $9.1m 0.23% Reduced -971 -971
86 Ifrah Financial Services, Inc. 2.20% of their portfolio Little Rock, AR 50,54850.5k $9.0m $9.0m 2.20% Reduced -2.2k -2,243
87 Clayton Financial Group LLC 4.73% of their portfolio ST. LOUIS, MO 47,91447.9k $8.6m $8.6m 4.73% Added +414 +414
88 Blue Edge Capital, LLC 0.96% of their portfolio RICHMOND, VA 44,86444.9k $8.0m $8.0m 0.96% Added +18.2k +18,155
89 BOKF, NA 0.11% of their portfolio TULSA, OK 43,93643.9k $7.8m $7.8m 0.11% Added +2.9k +2,899
90 UMB Bank, n.a. 0.10% of their portfolio Kansas City, MO 43,84743.8k $7.8m $7.8m 0.10% Reduced -2.2k -2,220
91 Independence Financial Advisors, LLC 2.01% of their portfolio FRANKLIN, NH 43,31443.3k $7.7m $7.7m 2.01% Added +12.8k +12,767
92 LEVEL FOUR ADVISORY SERVICES, LLC 0.21% of their portfolio DALLAS, TX 42,44042.4k $7.6m $7.6m 0.21% Reduced -82 -82
93 Cottage Street Advisors LLC 2.93% of their portfolio MARION, MA 42,43442.4k $7.6m $7.6m 2.93% Reduced -227 -227
94 Chicago Partners Investment Group LLC 0.14% of their portfolio CHICAGO, IL 42,05442.1k $7.2m $7.2m 0.14% Reduced -887 -887
95 Accretive Wealth Partners, LLC 1.81% of their portfolio PARSIPPANY, NJ 41,61041.6k $7.4m $7.4m 1.81% Added +3.5k +3,454
96 PEAPACK GLADSTONE FINANCIAL CORP 0.08% of their portfolio BEDMINSTER, NJ 40,89740.9k $7.3m $7.3m 0.08% Added +3.5k +3,470
97 NORDEN GROUP LLC 0.60% of their portfolio PROVO, UT 40,83740.8k $7.3m $7.3m 0.60% Reduced -598 -598
98 Baltimore-Washington Financial Advisors, Inc. 0.26% of their portfolio Columbia, MD 39,65839.7k $7.1m $7.1m 0.26% Reduced -300 -300
99 Centerpoint Advisors, LLC 2.01% of their portfolio NEEDHAM, MA 39,57539.6k $7.1m $7.1m 2.01% Reduced -395 -395
100 Sowell Financial Services LLC 0.23% of their portfolio NORTH LITTLE ROCK, AR 39,09439.1k $7.0m $7.0m 0.23% Added +834 +834