Vault-13

ISHARES TR INTF

INTL EQTY FACTOR · ETP · CUSIP 46434V274

199 institutional holders -2 vs Q1 2026
77,359,96677.4m shares reported held*
$3.2bnreported value*
18 new 97 added 57 reduced 17 sold out net bought ≈ $165.1m (+4.0m 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 ($1.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $40.95.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 113Q4 22: 122Q1 23: 123Q2 23: 122Q3 23: 124Q4 23: 127Q1 24: 131Q2 24: 133Q3 24: 143Q4 24: 152Q1 25: 158Q2 25: 173Q3 25: 172Q4 25: 185Q1 26: 201Q2 26: 199199Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022113
Q4 2022122
Q1 2023123
Q2 2023122
Q3 2023124
Q4 2023127
Q1 2024131
Q2 2024133
Q3 2024143
Q4 2024152
Q1 2025158
Q2 2025173
Q3 2025172
Q4 2025185
Q1 2026201
Q2 2026199

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 74 bought or addedQ3 24: 47 cut or sold outQ4 24: 78 bought or addedQ4 24: 49 cut or sold outQ4 24Q1 25: 66 bought or addedQ1 25: 63 cut or sold outQ2 25: 88 bought or addedQ2 25: 56 cut or sold outQ2 25Q3 25: 87 bought or addedQ3 25: 63 cut or sold outQ4 25: 89 bought or addedQ4 25: 66 cut or sold outQ4 25Q1 26: 102 bought or addedQ1 26: 72 cut or sold outQ2 26: 115 bought or addedQ2 26: 74 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247447
Q4 20247849
Q1 20256663
Q2 20258856
Q3 20258763
Q4 20258966
Q1 202610272
Q2 202611574

Biggest buyers

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +1,661,573+1.7m
Invesco Ltd. Added +1,528,330+1.5m
ELEVATION POINT WEALTH PARTNERS, LLC New +741,199+741.2k
JONES FINANCIAL COMPANIES LLLP Added +236,778+236.8k
ENVESTNET ASSET MANAGEMENT INC Added +199,765+199.8k
Thrive Wealth Management, LLC Added +167,102+167.1k
JANE STREET GROUP, LLC Added +151,554+151.6k
CITIGROUP INC Added +91,418+91.4k
LPL Financial LLC Added +79,578+79.6k
HALBERT HARGROVE GLOBAL ADVISORS, LLC Added +77,587+77.6k

Biggest sellers

Corient Private Wealth LP Sold out -840,185-840.2k
GOLDMAN SACHS GROUP INC Reduced -185,276-185.3k
Stokes Family Office, LLC Reduced -175,531-175.5k
VANTAGEPOINT INVESTMENT ADVISERS LLC Reduced -146,573-146.6k
Sequoia Financial Advisors, LLC Reduced -142,322-142.3k
AMERIPRISE FINANCIAL INC Reduced -121,946-121.9k
Kestra Investment Management, LLC Reduced -94,153-94.2k
RAYMOND JAMES FINANCIAL INC Reduced -89,881-89.9k
Strategic Financial Services, Inc. Reduced -75,217-75.2k
Farther Finance Advisors, LLC Reduced -69,907-69.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
International City Management Association Retirement Corp 13G · institution new · filed 2025-10-07 8.7% new 6.4m≈ $263.5m 2025-10-07

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.48% of their portfolio MILWAUKEE, WI 21,882,01121.9m $896.3m $896.3m 0.48% Added +1.7m +1,661,573
2 Strategic Financial Services, Inc. 15.49% of their portfolio UTICA, NY 8,625,2148.6m $353.3m $353.3m 15.49% Reduced -75.2k -75,217
3 VANTAGEPOINT INVESTMENT ADVISERS LLC 1.88% of their portfolio WASHINGTON, DC 6,136,5946.1m $251.4m $251.4m 1.88% Reduced -146.6k -146,573
4 Invesco Ltd. 0.02% of their portfolio ATLANTA, GA 4,688,3304.7m $192.0m $192.0m 0.02% Added +1.5m +1,528,330
5 HALBERT HARGROVE GLOBAL ADVISORS, LLC 6.09% of their portfolio LONG BEACH, CA 3,417,2563.4m $140.0m $140.0m 6.09% Added +77.6k +77,587
6 Tolleson Wealth Management, Inc. 17.00% of their portfolio DALLAS, TX 3,078,5193.1m $126.1m $126.1m 17.00% Reduced -5.9k -5,920
7 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 2,355,8462.4m $95.5m $95.5m 0.02% Reduced -121.9k -121,946
8 Compound Planning, Inc. 2.16% of their portfolio NEW YORK, NY 2,013,6742.0m $82.5m $82.5m 2.16% Added +77.4k +77,412
9 Clearwater Capital Advisors, LLC 5.69% of their portfolio HOFFMAN ESTATES, IL 1,894,6511.9m $77.6m $77.6m 5.69% Added +69 +69
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,324,1911.3m $54.2m $54.2m 0.01% Reduced -89.9k -89,881
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,061,5781.1m $43.5m $43.5m 0.01% Added +199.8k +199,765
12 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 843,379843.4k $34.5m $34.5m 0.01% Added +57.9k +57,864
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 773,011773.0k $31.6m $31.6m 0.00% Reduced -41.5k -41,524
14 Kestra Investment Management, LLC 0.61% of their portfolio AUSTIN, TX 768,961769.0k $31.5m $31.5m 0.61% Reduced -94.2k -94,153
15 ELEVATION POINT WEALTH PARTNERS, LLC 0.56% of their portfolio DENVER, CO 741,199741.2k $30.4m $30.4m 0.56% New
16 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 714,191714.2k $29.0m $29.0m 0.01% Added +236.8k +236,778
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 658,583658.6k $27.0m $27.0m 0.00% Added +32.2k +32,228
18 Integrated Wealth Concepts LLC 0.13% of their portfolio WALTHAM, MA 654,453654.5k $26.8m $26.8m 0.13% Added +21.2k +21,200
19 Shah Wealth Advisors, LLC 6.19% of their portfolio CHINO HILLS, CA 654,401654.4k $26.8m $26.8m 6.19% First filing
20 Modern Wealth Management, LLC 0.31% of their portfolio KANSAS CITY, MO 630,132630.1k $25.8m $25.8m 0.31% Reduced -43.0k -42,982
21 First Command Advisory Services, Inc. 0.15% of their portfolio FORT WORTH, TX 598,639598.6k $24.5m $24.5m 0.15% Added +11.5k +11,470
22 AlphaCore Capital LLC 0.41% of their portfolio LA JOLLA, CA 546,768546.8k $22.4m $22.4m 0.41% Reduced -11.0k -10,956
23 Winthrop Advisory Group LLC 1.50% of their portfolio BOSTON, MA 545,342545.3k $22.3m $22.3m 1.50% Reduced -13.3k -13,328
24 Thrive Wealth Management, LLC 2.68% of their portfolio AUDUBON, PA 509,257509.3k $20.9m $20.9m 2.68% Added +167.1k +167,102
25 Weil Company, Inc. 3.46% of their portfolio SAN DIEGO, CA 480,001480.0k $19.7m $19.7m 3.46% Added +21.5k +21,524
26 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 422,185422.2k $17.3m $17.3m 0.00% Added +79.6k +79,578
27 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 419,425419.4k $17.2m $17.2m 0.00% Added +75.3k +75,322
28 UBS Group AG 0.00% of their portfolio ZURICH, V8 394,937394.9k $16.2m $16.2m 0.00% Added +11.5k +11,492
29 Sequoia Financial Advisors, LLC 0.08% of their portfolio Akron, OH 371,000371.0k $15.2m $15.2m 0.08% Reduced -142.3k -142,322
30 FOSTER & MOTLEY INC 0.69% of their portfolio CINCINNATI, OH 368,038368.0k $15.1m $15.1m 0.69% Reduced -2.5k -2,490
31 Conrad Siegel Investment Advisors, Inc. 2.41% of their portfolio HARRISBURG, PA 360,909360.9k $14.8m $14.8m 2.41% Added +3.0k +2,985
32 Acropolis Investment Management, LLC 0.58% of their portfolio ST. LOUIS, MO 358,978359.0k $14.7m $14.7m 0.58% Reduced -4.3k -4,280
33 DDFG, Inc 2.71% of their portfolio THOUSAND OAKS, CA 333,144333.1k $13.6m $13.6m 2.71% Added +10.2k +10,216
34 Heck Capital Advisors, LLC 0.80% of their portfolio Rhinelander, WI 326,954327.0k $13.4m $13.4m 0.80% Reduced -10.2k -10,240
35 Obsido Oy 6.76% of their portfolio TAMPERE, H9 308,413308.4k $12.6m $12.6m 6.76% Added +7.6k +7,641
36 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 301,313301.3k $12.3m $12.3m 0.01% Reduced -327 -327
37 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 300,000300.0k $12.3m $12.3m 0.01% Added +151.6k +151,554
38 Farther Finance Advisors, LLC 0.10% of their portfolio SAN FRANCISCO, CA 296,493296.5k $12.1m $12.1m 0.10% Reduced -69.9k -69,907
39 EXCHANGE TRADED CONCEPTS, LLC 0.06% of their portfolio Oklahoma City, OK 280,971281.0k $11.5m $11.5m 0.06% Added +44.4k +44,438
40 MERIDIAN MANAGEMENT CO 2.45% of their portfolio LITTLE ROCK, AR 266,303266.3k $10.9m $10.9m 2.45% Reduced -488 -488
41 Brio Consultants, LLC 1.07% of their portfolio SAN FRANCISCO, CA 222,095222.1k $9.1m $9.1m 1.07% Reduced -1.4k -1,431
42 Northwest Wealth Advisors, LLC 5.00% of their portfolio BELLINGHAM, WA 212,566212.6k $8.7m $8.7m 5.00% Added +18.5k +18,473
43 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 200,727200.7k $8.2m $8.2m 0.02% Added +64.4k +64,398
44 Vise Technologies, Inc. 0.09% of their portfolio NEW YORK, NY 187,076187.1k $7.7m $7.7m 0.09% Added +57.0k +56,971
45 RHS Financial, LLC 2.86% of their portfolio SAN FRANCISCO, CA 173,378173.4k $7.1m $7.1m 2.86% Added +40.4k +40,378
46 New Insight Wealth Advisors 2.08% of their portfolio SAN RAMON, CA 172,164172.2k $7.1m $7.1m 2.08% Added +34.4k +34,401
47 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.48% of their portfolio FORT WAYNE, IN 160,285160.3k $6.6m $6.6m 0.48% Reduced -41.4k -41,366
48 Beirne Wealth Consulting Services, LLC 1.27% of their portfolio SHELTON, CT 155,260155.3k $6.4m $6.4m 1.27% Added +3.5k +3,488
49 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 152,373152.4k $6.2m $6.2m 0.01% Added +7.5k +7,452
50 Avestar Capital, LLC 0.37% of their portfolio New York, NY 151,417151.4k $6.2m $6.2m 0.37% Added +6.9k +6,941
51 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 151,210151.2k $6.2m $6.2m 0.01% Reduced -23.1k -23,078
52 SAGESPRING WEALTH PARTNERS, LLC 0.09% of their portfolio FRANKLIN, TN 148,915148.9k $6.1m $6.1m 0.09% Reduced -5.5k -5,455
53 CABOT WEALTH MANAGEMENT INC 0.59% of their portfolio BEVERLY, MA 142,558142.6k $5.8m $5.8m 0.59% Added +52.5k +52,468
54 Citizens National Bank Trust Department 0.83% of their portfolio MERIDIAN, MS 137,225137.2k $5.6m $5.6m 0.83% Added +2.1k +2,071
55 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 133,292133.3k $5.5m $5.5m 0.02% Added +32.7k +32,705
56 YHB Investment Advisors, Inc. 0.34% of their portfolio West Hartford, CT 129,073129.1k $5.3m $5.3m 0.34% Added +38.6k +38,558
57 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 127,235127.2k $5.2m $5.2m 0.03% Reduced -2.5k -2,493
58 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 126,051126.1k $5.2m $5.2m 0.00% Reduced -185.3k -185,276
59 SigFig Wealth Management, LLC 0.12% of their portfolio SAN FRANCISCO, CA 115,189115.2k $4.7m $4.7m 0.12% Reduced -3.7k -3,703
60 Horizon Family Wealth, Inc. 2.10% of their portfolio CHICAGO, IL 112,257112.3k $4.6m $4.6m 2.10% Added +950 +950
61 EVOLVE PRIVATE WEALTH, LLC 0.28% of their portfolio LOS ANGELES, CA 112,003112.0k $4.6m $4.6m 0.28% Added +2.2k +2,171
62 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 109,092109.1k $4.5m $4.5m 0.01% Added +63.3k +63,284
63 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 106,097106.1k $4.3m $4.3m 0.01% Added +19.5k +19,521
64 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 104,474104.5k $4.3m $4.3m 0.00% Reduced -6.8k -6,772
65 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 104,226104.2k $4.3m $4.3m 0.01% Added +1.5k +1,500
66 Ipsen Advisor Group LLC 2.73% of their portfolio LITTLE ROCK, AR 103,574103.6k $4.2m $4.2m 2.73% Added +4.8k +4,796
67 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 97,31497.3k $4.0m $4.0m 0.00% Added +91.4k +91,418
68 Mariner, LLC 0.00% of their portfolio Overland Park, KS 97,25797.3k $4.0m $4.0m 0.00% Reduced -7.3k -7,307
69 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 94,84494.8k $3.9m $3.9m 0.00% Added +44.8k +44,765
70 Stokes Family Office, LLC 0.45% of their portfolio NEW ORLEANS, LA 94,57994.6k $3.9m $3.9m 0.45% Reduced -175.5k -175,531
71 PRINCIPAL SECURITIES, INC. 0.05% of their portfolio DES MOINES, IA 93,58993.6k $3.8m $3.8m 0.05% Added +45.2k +45,230
72 Alchemi Wealth, LLC 1.79% of their portfolio ESSEX, CT 93,06293.1k $3.8m $3.8m 1.79% Added +3.2k +3,160
73 AlTi Global, Inc. 0.08% of their portfolio NEW YORK, NY 91,48091.5k $3.7m $3.7m 0.08% Reduced -2.7k -2,729
74 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 81,38481.4k $3.3m $3.3m 0.00% Added +36.4k +36,409
75 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 78,03778.0k $3.2m $3.2m 0.04% Added +142 +142
76 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 75,36275.4k $3.1m $3.1m 0.00% Reduced -193 -193
77 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 69,93269.9k $2.9m $2.9m 0.03% Reduced -427 -427
78 Diversify Advisory Services, LLC 0.05% of their portfolio SANDY, UT 65,56065.6k $2.7m $2.7m 0.05% New
79 DIVERSIFY WEALTH MANAGEMENT, LLC 0.05% of their portfolio SANDY, UT 65,56065.6k $2.7m $2.7m 0.05% Added +4.4k +4,368
80 OLD MISSION CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 65,20365.2k $2.7m $2.7m 0.07% New
81 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 64,22164.2k $2.6m $2.6m 0.00% Added +7.3k +7,307
82 Western Wealth Management, LLC 0.08% of their portfolio GOLDEN, CO 61,96462.0k $2.5m $2.5m 0.08% Added +568 +568
83 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 61,16761.2k $2.5m $2.5m 0.00% Reduced -344 -344
84 Daybright Advisory Services, Inc. 0.61% of their portfolio MIAMI, FL 60,67060.7k $2.5m $2.5m 0.61% New
85 Stonebridge Wealth Management, LLC 2.19% of their portfolio OAK BROOK, IL 59,71659.7k $2.4m $2.4m 2.19% Reduced -949 -949
86 Stratos Investment Management, LLC 0.09% of their portfolio BEACHWOOD, OH 59,46759.5k $2.4m $2.4m 0.09% Reduced -541 -541
87 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 58,42158.4k $2.4m $2.4m 0.04% Reduced -2.5k -2,544
88 MAGNOLIA CAPITAL ADVISORS LLC 0.38% of their portfolio RIDGELAND, MS 53,81253.8k $2.2m $2.2m 0.38% Added +2.4k +2,352
89 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 50,16750.2k $2.1m $2.1m 0.01% Added +48.6k +48,574
90 Clark Capital Management Group, Inc. 0.01% of their portfolio PHILADELPHIA, PA 49,97250.0k $2.0m $2.0m 0.01% New
91 Sage Mountain Advisors LLC 0.11% of their portfolio ATLANTA, GA 42,63442.6k $1.7m $1.7m 0.11% Unchanged
92 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 40,15640.2k $1.6m $1.6m 0.00% Added +21.6k +21,625
93 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 39,58239.6k $1.6m $1.6m 0.01% Added +28.6k +28,650
94 LINCOLN CAPITAL CORP 0.52% of their portfolio EAST GREENWICH, RI 39,34439.3k $1.6m $1.6m 0.52% Added +7 +7
95 MAIMON WEALTH MANAGEMENT LTD. 1.17% of their portfolio RA'ANANA, L3 37,22537.2k $1.5m $1.5m 1.17% Added +5.3k +5,335
96 Gallacher Capital Management LLC 0.83% of their portfolio LONE TREE, CO 36,02636.0k $1.5m $1.5m 0.83% Reduced -4.6k -4,563
97 SHP Wealth Management 0.10% of their portfolio PLYMOUTH, MA 35,22035.2k $1.4m $1.4m 0.10% Added +17.3k +17,298
98 Bleakley Financial Group, LLC 0.02% of their portfolio PARSIPPANY, NJ 32,62032.6k $1.3m $1.3m 0.02% Added +1.3k +1,307
99 BFI Wealth Solutions, LLC 0.95% of their portfolio DALLAS, TX 31,46831.5k $1.3m $1.3m 0.95% Reduced -83 -83
100 LANDMARK WEALTH MANAGEMENT, INC. 0.43% of their portfolio NORMAL, IL 31,37131.4k $1.3m $1.3m 0.43% Unchanged