Vault-13

ISHARES TR IWY

RUS TP200 GR ETF · ETP · CUSIP 464289438

681 institutional holders +39 vs Q1 2026
44,708,24544.7m shares reported held*
$13.0bnreported value*
74 new 227 added 240 reduced 32 sold out net sold ≈ $456.9m (-2.7m 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 ($9.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $290.31. Options: 3 managers hold calls ($3.1m notional), 2 hold puts ($1.5m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 282Q4 22: 305Q1 23: 330Q2 23: 367Q3 23: 383Q4 23: 426Q1 24: 455Q2 24: 506Q3 24: 508Q4 24: 590Q1 25: 559Q2 25: 574Q3 25: 620Q4 25: 648Q1 26: 642Q2 26: 681681Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022282
Q4 2022305
Q1 2023330
Q2 2023367
Q3 2023383
Q4 2023426
Q1 2024455
Q2 2024506
Q3 2024508
Q4 2024590
Q1 2025559
Q2 2025574
Q3 2025620
Q4 2025648
Q1 2026642
Q2 2026681

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 237 bought or addedQ3 24: 226 cut or sold outQ4 24: 292 bought or addedQ4 24: 190 cut or sold outQ4 24Q1 25: 245 bought or addedQ1 25: 289 cut or sold outQ2 25: 275 bought or addedQ2 25: 241 cut or sold outQ2 25Q3 25: 300 bought or addedQ3 25: 224 cut or sold outQ4 25: 264 bought or addedQ4 25: 265 cut or sold outQ4 25Q1 26: 310 bought or addedQ1 26: 246 cut or sold outQ2 26: 301 bought or addedQ2 26: 272 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024237226
Q4 2024292190
Q1 2025245289
Q2 2025275241
Q3 2025300224
Q4 2025264265
Q1 2026310246
Q2 2026301272

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ3 25 calls: $1.6mQ3 25 puts: $738.9kQ3 25P/C 0.45Q4 25 calls: $1.1mQ4 25 puts: $1.5mQ4 25P/C 1.39Q1 26 calls: $2.1mQ1 26 puts: $1.2mQ1 26P/C 0.57Q2 26 calls: $3.1mQ2 26 puts: $1.5mQ2 26P/C 0.50
Numbers
QuarterCallsPutsP/C
Q3 2025$1.6m$738.9k0.45
Q4 2025$1.1m$1.5m1.39
Q1 2026$2.1m$1.2m0.57
Q2 2026$3.1m$1.5m0.50

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +344,440+344.4k
Kestra Advisory Services, LLC Added +139,381+139.4k
Private Advisor Group, LLC Added +102,039+102.0k
PRINCIPAL FINANCIAL GROUP INC Added +94,765+94.8k
DAVENPORT & Co LLC Added +88,753+88.8k
Atlantic Union Bankshares Corp Added +61,209+61.2k
OSAIC HOLDINGS, INC. Added +53,978+54.0k
GOLDMAN SACHS GROUP INC Added +49,047+49.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +36,483+36.5k
WELLS FARGO & COMPANY/MN Added +35,409+35.4k

Biggest sellers

Envestnet Portfolio Solutions, Inc. Reduced -1,103,446-1.1m
FIRST CITIZENS BANK & TRUST CO Reduced -1,097,079-1.1m
Mariner, LLC Reduced -401,790-401.8k
TWO SIGMA INVESTMENTS, LP Reduced -301,200-301.2k
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC Reduced -296,614-296.6k
Lloyd Advisory Services, LLC. Reduced -160,189-160.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -88,673-88.7k
Thrivent Financial for Lutherans Reduced -86,727-86.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -77,257-77.3k
OLD NATIONAL BANCORP /IN/ Sold out -72,450-72.5k

Biggest calls

CITADEL ADVISORS LLC Added $1.5m5.1k shares
JANE STREET GROUP, LLC Reduced $1.3m4.5k shares
Belvedere Trading LLC New $319.7k1.1k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $1.3m4.4k shares
Belvedere Trading LLC New $261.6k900 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 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 4.78% of their portfolio CHARLOTTE, NC 4,777,2014.8m $1.4bn $1.4bn 4.78% Reduced -296.6k -296,614
2 Envestnet Portfolio Solutions, Inc. 5.06% of their portfolio BERWYN, PA 3,635,0423.6m $1.1bn $1.1bn 5.06% Reduced -1.1m -1,103,446
3 AMERIPRISE FINANCIAL INC 0.21% of their portfolio MINNEAPOLIS, MN 3,526,1433.5m $1.0bn $1.0bn 0.21% Reduced -15.7k -15,718
4 FIRST CITIZENS BANK & TRUST CO 14.89% of their portfolio RALEIGH, NC 3,425,5773.4m $995.5m $995.5m 14.89% Reduced -1.1m -1,097,079
5 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 3,371,7953.4m $979.9m $979.9m 0.06% Added +14.4k +14,421
6 LPL Financial LLC 0.15% of their portfolio FORT MILL, SC 2,348,8602.3m $682.6m $682.6m 0.15% Reduced -38.8k -38,795
7 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 1,353,7441.4m $393.4m $393.4m 0.02% Reduced -782 -782
8 Mariner, LLC 0.30% of their portfolio Overland Park, KS 992,209992.2k $288.4m $288.4m 0.30% Reduced -401.8k -401,790
9 COMMONWEALTH EQUITY SERVICES, LLC 0.30% of their portfolio WALTHAM, MA 828,066828.1k $240.7m $240.7m 0.30% Reduced -88.7k -88,673
10 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 773,855773.9k $224.9m $224.9m 0.04% Added +35.4k +35,409
11 Cambridge Investment Research Advisors, Inc. 0.23% of their portfolio FAIRFIELD, IA 704,244704.2k $204.7m $204.7m 0.23% Added +344.4k +344,440
12 AE Wealth Management LLC 0.93% of their portfolio TOPEKA, KS 684,496684.5k $198.9m $198.9m 0.93% Added +25.6k +25,631
13 OSAIC HOLDINGS, INC. 0.21% of their portfolio SCOTTSDALE, AZ 622,017622.0k $180.9m $180.9m 0.21% Added +54.0k +53,978
14 Boulay Financial Advisors, LLC 16.60% of their portfolio EDEN PRAIRIE, MN 617,030617.0k $179.3m $179.3m 16.60% Added +6.9k +6,949
15 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 593,910593.9k $172.6m $172.6m 0.05% Added +31.0k +30,973
16 Atlantic Union Bankshares Corp 2.72% of their portfolio GLEN ALLEN, VA 560,723560.7k $163.0m $163.0m 2.72% Added +61.2k +61,209
17 VICTORY FINANCIAL GROUP, LLC 13.84% of their portfolio AUSTIN, TX 453,284453.3k $131.7m $131.7m 13.84% Reduced -9.3k -9,314
18 TRUIST FINANCIAL CORP 0.15% of their portfolio CHARLOTTE, NC 443,280443.3k $128.8m $128.8m 0.15% Reduced -16.6k -16,581
19 UBS Group AG 0.02% of their portfolio ZURICH, V8 424,651424.7k $123.4m $123.4m 0.02% Reduced -2.2k -2,177
20 MML INVESTORS SERVICES, LLC 0.24% of their portfolio SPRINGFIELD, MA 410,157410.2k $119.2m $119.2m 0.24% Added +15.9k +15,878
21 Lido Advisors, LLC 0.42% of their portfolio Los Angeles, CA 402,312402.3k $116.9m $116.9m 0.42% Reduced -24.0k -23,956
22 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 399,156399.2k $116.0m $116.0m 0.03% Reduced -77.3k -77,257
23 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 382,891382.9k $111.3m $111.3m 0.10% Added +9.1k +9,052
24 Wilmington Savings Fund Society, FSB 2.34% of their portfolio WILMINGTON, DE 360,678360.7k $104.8m $104.8m 2.34% Reduced -12.0k -12,034
25 DAVENPORT & Co LLC 0.46% of their portfolio RICHMOND, VA 310,652310.7k $90.3m $90.3m 0.46% Added +88.8k +88,753
26 First Citizens Asset Management, Inc. 27.51% of their portfolio RALEIGH, NC 296,224296.2k $86.1m $86.1m 27.51% Reduced -6.6k -6,596
27 SVB WEALTH LLC 5.39% of their portfolio BOSTON, MA 294,116294.1k $85.5m $85.5m 5.39% Added +21.7k +21,685
28 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 270,034270.0k $78.5m $78.5m 0.01% Added +6.1k +6,095
29 Bryn Mawr Trust Advisors, LLC 3.24% of their portfolio PHILADELPHIA, PA 255,752255.8k $74.3m $74.3m 3.24% Reduced -3.0k -3,017
30 Prosperity Consulting Group, LLC 2.71% of their portfolio OWINGS MILLS, MD 246,540246.5k $71.6m $71.6m 2.71% Reduced -45.5k -45,528
31 Kestra Advisory Services, LLC 0.23% of their portfolio AUSTIN, TX 239,884239.9k $69.7m $69.7m 0.23% Added +139.4k +139,381
32 Portfolio Strategies, Inc. 6.47% of their portfolio MONTVALE, NJ 227,020227.0k $66.0m $66.0m 6.47% Reduced -21.4k -21,450
33 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 216,668216.7k $60.3m $60.3m 0.02% Added +30.0k +29,956
34 SOA Wealth Advisors, LLC. 10.20% of their portfolio NEW YORK, NY 208,928208.9k $60.7m $60.7m 10.20% Added +2.0k +1,980
35 Intelligence Driven Advisers, LLC 9.71% of their portfolio CARLSBAD, CA 205,851205.9k $59.8m $59.8m 9.71% Added +77 +77
36 Wharton Business Group, LLC 1.97% of their portfolio MALVERN, PA 203,184203.2k $59.0m $59.0m 1.97% Added +1.8k +1,815
37 HANTZ FINANCIAL SERVICES, INC. 0.79% of their portfolio SOUTHFIELD, MI 200,440200.4k $58.3m $58.3m 0.79% Added +8.9k +8,886
38 TIAA TRUST, NATIONAL ASSOCIATION 3.34% of their portfolio CHARLOTTE, NC 194,546194.5k $56.5m $56.5m 3.34% Reduced -13.0k -12,951
39 Kingdom Financial Group LLC. 13.46% of their portfolio PEORIA, AZ 181,309181.3k $52.7m $52.7m 13.46% Added +13.0k +13,048
40 Perennial Investment Advisors, LLC 3.41% of their portfolio Los Angeles, CA 175,672175.7k $51.1m $51.1m 3.41% Added +7.4k +7,447
41 NewEdge Advisors, LLC 0.15% of their portfolio NEW ORLEANS, LA 172,484172.5k $50.1m $50.1m 0.15% Reduced -7.7k -7,706
42 Global Retirement Partners, LLC 0.77% of their portfolio San Rafael, CA 172,371172.4k $50.1m $50.1m 0.77% First filing
43 One Capital Management, LLC 1.13% of their portfolio WESTLAKE VILLAGE, CA 162,986163.0k $40.6m $40.6m 1.13% Unchanged
44 KESTRA PRIVATE WEALTH SERVICES, LLC 0.49% of their portfolio AUSTIN, TX 153,748153.7k $44.7m $44.7m 0.49% Reduced -3.0k -3,009
45 Private Advisor Group, LLC 0.20% of their portfolio MORRISTOWN, NJ 152,777152.8k $44.4m $44.4m 0.20% Added +102.0k +102,039
46 MONECO ADVISORS, LLC 2.65% of their portfolio FAIRFIELD, CT 149,208149.2k $43.4m $43.4m 2.65% Reduced -1.1k -1,071
47 Aspire Capital Advisors LLC 8.15% of their portfolio SEATTLE, WA 144,097144.1k $41.9m $41.9m 8.15% Reduced -1.1k -1,137
48 LifeWealth Investments, LLC 10.93% of their portfolio WINTER GARDEN, FL 140,725140.7k $40.9m $40.9m 10.93% Added +8.4k +8,403
49 ProVise Management Group, LLC 2.68% of their portfolio CLEARWATER, FL 137,347137.3k $39.9m $39.9m 2.68% Added +4.3k +4,315
50 Sterling Capital Management LLC 0.66% of their portfolio CHARLOTTE, NC 134,720134.7k $39.2m $39.2m 0.66% Reduced -4.6k -4,575
51 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.51% of their portfolio MINNEAPOLIS, MN 134,581134.6k $39.1m $39.1m 0.51% Reduced -15.9k -15,941
52 Richard P Slaughter Associates Inc 7.61% of their portfolio AUSTIN, TX 132,048132.0k $38.4m $38.4m 7.61% Reduced -10.5k -10,463
53 Waverly Advisors, LLC 0.22% of their portfolio BIRMINGHAM, AL 127,577127.6k $37.1m $37.1m 0.22% Added +14.2k +14,224
54 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 123,419123.4k $35.9m $35.9m 0.02% Added +9.4k +9,412
55 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 118,149118.1k $34.3m $34.3m 0.02% Added +94.8k +94,765
56 Compton Wealth Advisory Group, LLC 6.82% of their portfolio VIRGINIA BEACH, VA 117,409117.4k $33.8m $33.8m 6.82% Reduced -1.5k -1,453
57 Brookstone Capital Management 0.34% of their portfolio WHEATON, IL 115,100115.1k $33.5m $33.5m 0.34% Added +10.2k +10,217
58 HOWARD BAILEY SECURITIES, LLC 12.52% of their portfolio FORT WAYNE, IN 114,885114.9k $33.4m $33.4m 12.52% Added +3.0k +3,023
59 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 114,671114.7k $33.3m $33.3m 0.03% Reduced -10.7k -10,658
60 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 103,600103.6k $29.6m $29.6m 0.00% Added +2.0k +2,041
61 TITLEIST ASSET MANAGEMENT, LLC 1.95% of their portfolio SAN ANTONIO, TX 99,55499.6k $28.9m $28.9m 1.95% Added +4.1k +4,091
62 Merit Financial Group, LLC 0.18% of their portfolio ALPHARETTA, GA 97,02797.0k $28.2m $28.2m 0.18% Reduced -2.5k -2,532
63 Forum Private Client Group LLC 7.85% of their portfolio FISHERS, IN 90,80290.8k $26.4m $26.4m 7.85% Added +3.0k +3,021
64 JSF Financial, LLC 4.23% of their portfolio LOS ANGELES, CA 90,40290.4k $26.3m $26.3m 4.23% Added +11.5k +11,541
65 Performance Wealth Partners, LLC 0.65% of their portfolio HINSDALE, IL 89,70589.7k $26.1m $26.1m 0.65% Added +11.4k +11,441
66 Valmark Advisers, Inc. 0.27% of their portfolio AKRON, OH 87,97888.0k $25.6m $25.6m 0.27% Reduced -18.0k -17,956
67 Fischer Financial Services, Inc. 6.26% of their portfolio HARRISBURG, PA 85,78685.8k $24.9m $24.9m 6.26% Added +542 +542
68 Investors Research Corp 4.25% of their portfolio ATLANTA, GA 81,69381.7k $23.7m $23.7m 4.25% Reduced -855 -855
69 RTD Financial Advisors, Inc. 2.55% of their portfolio Philadelphia, PA 80,59980.6k $23.4m $23.4m 2.55% Added +2.8k +2,806
70 Arkadios Wealth Advisors 0.35% of their portfolio ATLANTA, GA 77,72977.7k $22.6m $22.6m 0.35% Added +59 +59
71 M&T Bank Corp 0.07% of their portfolio BUFFALO, NY 76,27976.3k $22.2m $22.2m 0.07% Reduced -8.5k -8,537
72 Montgomery Financial Services LLC 18.72% of their portfolio OCEAN CITY, MD 74,09174.1k $21.5m $21.5m 18.72% First filing
73 Key Capital Management, INC 10.64% of their portfolio HENDERSONVILLE, TN 37075, TN 71,12871.1k $20.7m $20.7m 10.64% Added +17.0k +16,966
74 Horst & Graben Wealth Management LLC 2.64% of their portfolio PORTLAND, OR 69,77869.8k $20.1m $20.1m 2.64% Added +11.0k +10,954
75 Hidden Cove Wealth Management, LLC 11.11% of their portfolio Bainbridge Island, WA 69,39069.4k $20.2m $20.2m 11.11% Added +2.9k +2,894
76 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 67,48067.5k $19.6m $19.6m 0.00% Added +49.0k +49,047
77 Stratos Wealth Partners, LTD. 0.20% of their portfolio BEACHWOOD, OH 67,47767.5k $19.6m $19.6m 0.20% Added +11.4k +11,378
78 Simplicity Wealth,LLC 0.65% of their portfolio SUMMIT, NJ 65,83865.8k $19.1m $19.1m 0.65% Added +1.7k +1,700
79 Certified Advisory Corp 1.54% of their portfolio ALTAMONTE SPRINGS, FL 65,75765.8k $19.1m $19.1m 1.54% Added +348 +348
80 Family Capital Management, Inc. 7.28% of their portfolio GRAND RAPIDS, MI 64,58464.6k $18.8m $18.8m 7.28% Added +591 +591
81 Equity Wealth Partners, LLC 6.72% of their portfolio Independence, MO 64,29764.3k $18.7m $18.7m 6.72% Added +4.5k +4,503
82 Sculati Wealth Management, LLC 5.68% of their portfolio Bloomfield Hills, MI 60,96561.0k $17.0m $17.0m 5.68% Added +2.5k +2,474
83 Stonebridge Financial Planning Group, LLC 5.60% of their portfolio ORLANDO, FL 60,54160.5k $17.6m $17.6m 5.60% Added +645 +645
84 THOROUGHBRED FINANCIAL SERVICES, LLC 0.84% of their portfolio BRENTWOOD, TN 59,93359.9k $17.4m $17.4m 0.84% Reduced -444 -444
85 Atwater Malick LLC 3.76% of their portfolio LANCASTER, PA 59,37459.4k $17.3m $17.3m 3.76% Added +3.4k +3,399
86 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.09% of their portfolio IRVING, TX 55,32255.3k $16.1m $16.1m 0.09% Added +1.4k +1,391
87 Asset Allocation Strategies LLC 2.43% of their portfolio FARMINGTON, MI 54,21554.2k $15.8m $15.8m 2.43% Added +3.6k +3,639
88 Cosner Financial Group, LLC 7.98% of their portfolio WINDSOR, CO 53,46853.5k $15.5m $15.5m 7.98% Added +1.4k +1,422
89 Prime Capital Investment Advisors, LLC 0.15% of their portfolio OVERLAND PARK, KS 51,57351.6k $15.0m $15.0m 0.15% Added +443 +443
90 Equitable Holdings, Inc. 0.09% of their portfolio NEW YORK, NY 50,48350.5k $14.7m $14.7m 0.09% Reduced -6.3k -6,348
91 Elevation Capital Advisory, LLC 5.57% of their portfolio BEND, OR 49,64749.6k $14.4m $14.4m 5.57% Added +33.7k +33,667
92 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 49,41749.4k $14.4m $14.4m 0.01% Reduced -7.6k -7,577
93 McAdam, LLC 0.55% of their portfolio Philadelphia, PA 49,22749.2k $14.3m $14.3m 0.55% Reduced -4.0k -4,024
94 Bluesphere Advisors LLC 4.31% of their portfolio EAST NORRITON, PA 48,04048.0k $14.0m $14.0m 4.31% Reduced -2.8k -2,808
95 CGC Financial Services, LLC 3.13% of their portfolio LAKE OSWEGO, OR 47,94747.9k $13.9m $13.9m 3.13% Added +9.7k +9,695
96 PRINCIPAL SECURITIES, INC. 0.16% of their portfolio DES MOINES, IA 45,01845.0k $13.1m $13.1m 0.16% Reduced -17.4k -17,362
97 Meridian Financial Partners LLC 4.27% of their portfolio WARRENTON, VA 43,24343.2k $12.5m $12.5m 4.27% Added +1.6k +1,636
98 Fifth Third Securities, Inc. 0.71% of their portfolio Cincinnati, OH 43,04843.0k $12.5m $12.5m 0.71% Reduced -729 -729
99 Bond & Devick Financial Network, Inc. 3.02% of their portfolio ST. LOUIS PARK, MN 42,21642.2k $12.3m $12.3m 3.02% Added +1.2k +1,207
100 Cornerstone Wealth, LLC/TN 6.18% of their portfolio GREENEVILLE, TN 42,19742.2k $12.2m $12.2m 6.18% Added +14.6k +14,623