Vault-13

ISHARES TR IGRO

INTL DIV GRWTH · ETP · CUSIP 46435G524

225 institutional holders +3 vs Q1 2026
9,384,0849.4m shares reported held*
$825.9mreported value*
20 new 94 added 62 reduced 17 sold out net bought ≈ $2.7m (+31.1k 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 ($1.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $88.01. Options: 1 managers hold calls ($351.7k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 102Q4 22: 123Q1 23: 134Q2 23: 141Q3 23: 142Q4 23: 152Q1 24: 147Q2 24: 167Q3 24: 180Q4 24: 186Q1 25: 190Q2 25: 211Q3 25: 206Q4 25: 207Q1 26: 222Q2 26: 225225Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022102
Q4 2022123
Q1 2023134
Q2 2023141
Q3 2023142
Q4 2023152
Q1 2024147
Q2 2024167
Q3 2024180
Q4 2024186
Q1 2025190
Q2 2025211
Q3 2025206
Q4 2025207
Q1 2026222
Q2 2026225

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 115 bought or addedQ3 24: 45 cut or sold outQ4 24: 102 bought or addedQ4 24: 67 cut or sold outQ4 24Q1 25: 108 bought or addedQ1 25: 74 cut or sold outQ2 25: 124 bought or addedQ2 25: 76 cut or sold outQ2 25Q3 25: 114 bought or addedQ3 25: 81 cut or sold outQ4 25: 110 bought or addedQ4 25: 96 cut or sold outQ4 25Q1 26: 123 bought or addedQ1 26: 74 cut or sold outQ2 26: 114 bought or addedQ2 26: 79 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202411545
Q4 202410267
Q1 202510874
Q2 202512476
Q3 202511481
Q4 202511096
Q1 202612374
Q2 202611479

Calls vs puts

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

CallsPuts
$0$100k$200k$300k$400kQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $351.7kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$351.7k$00.00

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +94,617+94.6k
MORGAN STANLEY Added +51,746+51.7k
Diversify Advisory Services, LLC New +44,587+44.6k
JPMORGAN CHASE & CO Added +36,595+36.6k
RAYMOND JAMES FINANCIAL INC Added +28,719+28.7k
CITADEL ADVISORS LLC Added +25,749+25.7k
AJ Advisors, LLC Added +19,037+19.0k
BANK OF AMERICA CORP /DE/ Added +18,097+18.1k
MML INVESTORS SERVICES, LLC Added +14,078+14.1k
Baltimore-Washington Financial Advisors, Inc. Added +12,720+12.7k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -108,328-108.3k
Northwest & Ethical Investments L.P. Sold out -73,862-73.9k
Independent Advisor Alliance Sold out -45,864-45.9k
JANE STREET GROUP, LLC Reduced -42,516-42.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -38,621-38.6k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -21,452-21.5k
WealthPLAN Partners, LLC Reduced -19,391-19.4k
WealthPlan Investment Management, LLC Reduced -16,396-16.4k
OLD NATIONAL BANCORP /IN/ Sold out -13,253-13.3k
DIVERSIFY WEALTH MANAGEMENT, LLC Reduced -12,169-12.2k

Biggest calls

CITADEL ADVISORS LLC New $351.7k4.0k 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 0.00% of their portfolio NEW YORK, NY 835,440835.4k $73.5m $73.5m 0.00% Added +51.7k +51,746
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 774,943774.9k $68.1m $68.1m 0.00% Added +18.1k +18,097
3 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 627,160627.2k $55.1m $55.1m 0.06% Reduced -108.3k -108,328
4 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 487,782487.8k $42.9m $42.9m 0.01% Added +28.7k +28,719
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 483,697483.7k $42.5m $42.5m 0.01% Added +3.2k +3,204
6 AJ Advisors, LLC 12.64% of their portfolio NASHVILLE, TN 462,543462.5k $40.7m $40.7m 12.64% Added +19.0k +19,037
7 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 393,335393.3k $34.6m $34.6m 0.04% Reduced -7.1k -7,052
8 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 227,356227.4k $20.1m $20.1m 0.00% Added +36.6k +36,595
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 215,044215.0k $18.9m $18.9m 0.00% Reduced -38.6k -38,621
10 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 196,083196.1k $17.2m $17.2m 0.03% Added +969 +969
11 Baltimore-Washington Financial Advisors, Inc. 0.64% of their portfolio Columbia, MD 195,039195.0k $17.1m $17.1m 0.64% Added +12.7k +12,720
12 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 188,572188.6k $16.6m $16.6m 0.02% Added +94.6k +94,617
13 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 172,637172.6k $15.2m $15.2m 0.07% Added +5.5k +5,548
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 163,096163.1k $14.3m $14.3m 0.00% Reduced -7.4k -7,371
15 Fifth Third Securities, Inc. 0.79% of their portfolio Cincinnati, OH 157,792157.8k $13.9m $13.9m 0.79% Added +2.1k +2,077
16 Confluence Wealth Services, Inc. 0.36% of their portfolio MCMURRAY, PA 141,962142.0k $12.5m $12.5m 0.36% Reduced -1.3k -1,311
17 Beacon Pointe Advisors, LLC 0.06% of their portfolio NEWPORT BEACH, CA 137,484137.5k $12.1m $12.1m 0.06% Added +4.6k +4,635
18 Rothschild Wealth LLC 0.84% of their portfolio OAK BROOK, IL 119,607119.6k $10.5m $10.5m 0.84% Reduced -5.0k -4,972
19 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 116,883116.9k $10.3m $10.3m 0.02% Reduced -97 -97
20 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 107,530107.5k $9.5m $9.5m 0.01% Added +106 +106
21 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 102,283102.3k $9.0m $9.0m 0.01% Reduced -42.5k -42,516
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 100,476100.5k $8.8m $8.8m 0.00% Added +6.4k +6,448
23 Lynx Investment Advisory 2.88% of their portfolio WASHINGTON, DC, DC 99,81399.8k $8.8m $8.8m 2.88% Added +2.6k +2,600
24 MAI Capital Management 0.03% of their portfolio INDEPENDENCE, OH 99,07999.1k $8.7m $8.7m 0.03% Added +3.8k +3,770
25 Concord Wealth Partners 0.91% of their portfolio ABINGDON, VA 90,31290.3k $7.9m $7.9m 0.91% Reduced -975 -975
26 TrueWealth Advisors, LLC 1.76% of their portfolio BIRMINGHAM, AL 88,62688.6k $7.8m $7.8m 1.76% Added +325 +325
27 Concord Asset Management, LLC/VA 1.21% of their portfolio ABINGDON, VA 88,57088.6k $7.8m $7.8m 1.21% Reduced -1.2k -1,152
28 Atria Investments, Inc 0.07% of their portfolio Charlotte, NC 85,00185.0k $7.5m $7.5m 0.07% Added +5.3k +5,275
29 RIVER'S EDGE WEALTH MANAGEMENT, LLC 6.19% of their portfolio BEAVER, PA 77,94677.9k $7.0m $7.0m 6.19% Added +3.4k +3,404
30 WealthPlan Investment Management, LLC 0.34% of their portfolio OMAHA, NE 77,21577.2k $6.8m $6.8m 0.34% Reduced -16.4k -16,396
31 BAILARD, INC. 0.14% of their portfolio Foster City, CA 76,86976.9k $6.8m $6.8m 0.14% Added +1.5k +1,538
32 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 71,58771.6k $6.3m $6.3m 0.01% Reduced -1.7k -1,743
33 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 71,18271.2k $6.3m $6.3m 0.01% Added +3.8k +3,818
34 ADG Wealth Management Group, LLC 3.55% of their portfolio METAIRIE, LA 63,66863.7k $5.6m $5.6m 3.55% Added +785 +785
35 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 58,21158.2k $5.1m $5.1m 0.01% Reduced -172 -172
36 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 55,87455.9k $4.9m $4.9m 0.00% Added +5.8k +5,819
37 GHP Investment Advisors, Inc. 0.18% of their portfolio Denver, CO 55,09555.1k $4.8m $4.8m 0.18% Reduced -1.1k -1,124
38 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 51,50951.5k $4.5m $4.5m 0.01% Added +14.1k +14,078
39 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 51,00651.0k $4.5m $4.5m 0.00% Added +25.7k +25,749
40 WealthPLAN Partners, LLC 0.80% of their portfolio OMAHA, NE 47,58647.6k $4.2m $4.2m 0.80% Reduced -19.4k -19,391
41 Prime Capital Investment Advisors, LLC 0.04% of their portfolio OVERLAND PARK, KS 44,96345.0k $4.0m $4.0m 0.04% Added +375 +375
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 44,93344.9k $4.0m $4.0m 0.00% Reduced -1.0k -1,022
43 Diversify Advisory Services, LLC 0.07% of their portfolio SANDY, UT 44,58744.6k $4.0m $4.0m 0.07% New
44 DIVERSIFY WEALTH MANAGEMENT, LLC 0.07% of their portfolio SANDY, UT 44,58744.6k $4.0m $4.0m 0.07% Reduced -12.2k -12,169
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 44,46044.5k $3.9m $3.9m 0.00% Reduced -21.5k -21,452
46 Goepper Burkhardt LLC 1.13% of their portfolio GREENVILLE, SC 42,74642.7k $3.8m $3.8m 1.13% Added +6.1k +6,069
47 McKinley Carter Wealth Services, Inc. 0.19% of their portfolio WHEELING, WV 41,85241.9k $3.7m $3.7m 0.19% Added +3.3k +3,275
48 CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 0.47% of their portfolio BETHLEHEM, PA 41,04141.0k $3.6m $3.6m 0.47% Unchanged
49 Intrua Financial, LLC 0.33% of their portfolio Houston, TX 40,15440.2k $3.5m $3.5m 0.33% Added +1.3k +1,280
50 Good Harbor Advisors, Inc. 3.38% of their portfolio Gloucester, MA 39,34239.3k $3.5m $3.5m 3.38% Added +1.3k +1,297
51 BERKSHIRE ASSET MANAGEMENT LLC/PA 0.13% of their portfolio WILKES BARRE, PA 38,46638.5k $3.4m $3.4m 0.13% Added +805 +805
52 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 37,44537.4k $3.3m $3.3m 0.01% Added +6.0k +5,977
53 CreativeOne Wealth, LLC 0.07% of their portfolio OVERLAND PARK, KS 37,29437.3k $3.3m $3.3m 0.07% Reduced -6.1k -6,131
54 Capital Investment Advisors, LLC 0.04% of their portfolio ATLANTA, GA 36,42536.4k $3.2m $3.2m 0.04% Reduced -539 -539
55 Capital Analysts, LLC 0.07% of their portfolio FORT WASHINGTON, PA 34,28734.3k $3.0m $3.0m 0.07% Added +2.4k +2,436
56 Larson Financial Group LLC 0.08% of their portfolio ST LOUIS, MO 33,85033.9k $3.0m $3.0m 0.08% Added +1.5k +1,543
57 LifeGoal Investments, LLC 1.16% of their portfolio SARATOGA SPRINGS, NY 28,86128.9k $2.5m $2.5m 1.16% Added +5.0k +4,973
58 Colonial Trust Co / SC 0.32% of their portfolio SPARTANBURG, SC 28,60128.6k $2.5m $2.5m 0.32% Unchanged
59 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 26,18026.2k $2.3m $2.3m 0.00% Unchanged
60 Aptus Capital Advisors, LLC 0.02% of their portfolio FAIRHOPE, AL 25,24225.2k $2.2m $2.2m 0.02% Reduced -354 -354
61 Kraft, Davis & Associates, LLC 0.44% of their portfolio St. Louis, MO 23,55723.6k $2.1m $2.1m 0.44% Reduced -1.8k -1,830
62 VAQUERO PRIVATE WEALTH, LTD 0.42% of their portfolio DALLAS, TX 23,04723.0k $2.0m $2.0m 0.42% First filing
63 Heck Capital Advisors, LLC 0.12% of their portfolio Rhinelander, WI 22,01522.0k $1.9m $1.9m 0.12% Reduced -2.6k -2,557
64 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 22,00922.0k $1.9m $1.9m 0.00% Added +104 +104
65 Westfuller Advisors, LLC 0.67% of their portfolio New York, NY 20,92120.9k $1.8m $1.8m 0.67% Added +278 +278
66 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 19,59019.6k $1.7m $1.7m 0.01% Added +9.1k +9,071
67 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 19,31219.3k $1.7m $1.7m 0.00% Added +196 +196
68 Family Capital Management, Inc. 0.61% of their portfolio GRAND RAPIDS, MI 17,94417.9k $1.6m $1.6m 0.61% Added +218 +218
69 Stratos Wealth Advisors, LLC 0.08% of their portfolio BEACHWOOD, OH 17,36017.4k $1.5m $1.5m 0.08% Reduced -113 -113
70 BRANDYWINE OAK PRIVATE WEALTH LLC 0.11% of their portfolio Kennett Square, PA 17,02817.0k $1.5m $1.5m 0.11% Reduced -251 -251
71 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 16,60116.6k $1.5m $1.5m 0.00% Added +1.8k +1,754
72 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 16,18116.2k $1.4m $1.4m 0.00% Reduced -268 -268
73 ZENITH SOLUTIONS, INC. 1.24% of their portfolio PHILADELPHIA, PA 15,62015.6k $1.4m $1.4m 1.24% First filing
74 Dynasty Wealth Management, LLC 0.01% of their portfolio ST. PETERSBURG, FL 15,61515.6k $1.4m $1.4m 0.01% Added +4.9k +4,857
75 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 15,30815.3k $1.3m $1.3m 0.01% Added +7.7k +7,729
76 John W. Brooker & Co., CPAs 1.51% of their portfolio OAKLAND, CA 14,23114.2k $1.3m $1.3m 1.51% Added +5.3k +5,280
77 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 14,19014.2k $1.2m $1.2m 0.02% Added +75 +75
78 Detalus Advisors, LLC 0.24% of their portfolio ST. LOUIS, MO 13,99414.0k $1.2m $1.2m 0.24% Added +1.8k +1,848
79 Kohmann Bosshard Financial Services, LLC 0.10% of their portfolio FAIRLAWN, OH 13,85313.9k $1.2m $1.2m 0.10% Added +1.0k +1,007
80 Kovack Advisors, Inc. 0.06% of their portfolio FT. LAUDERDALE, FL 13,45513.5k $1.2m $1.2m 0.06% Added +80 +80
81 FMR LLC 0.00% of their portfolio BOSTON, MA 13,40013.4k $1.2m $1.2m 0.00% Reduced -316 -316
82 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 13,06413.1k $1.1m $1.1m 0.00% Added +1.6k +1,556
83 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 12,74612.7k $1.1m $1.1m 0.01% Added +2.5k +2,479
84 SWEENEY & MICHEL, LLC 0.31% of their portfolio CHICO, CA 12,62812.6k $1.2m $1.2m 0.31% Reduced -31 -31
85 Pine Harbor Wealth Management, LLC 0.30% of their portfolio FAIRFAX, VA 12,58912.6k $1.1m $1.1m 0.30% Unchanged
86 Indivisible Partners 0.06% of their portfolio CLEARWATER, FL 12,50612.5k $1.1m $1.1m 0.06% Added +2.7k +2,716
87 Capital Advisors, Ltd. LLC 0.11% of their portfolio SHAKER HEIGHTS, OH 12,46412.5k $1.1m $1.1m 0.11% Added +185 +185
88 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 12,38812.4k $1.1m $1.1m 0.01% Unchanged
89 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 10,92410.9k $960.5k $960.5k 0.01% Added +167 +167
90 Schorn Wealth LLC 0.24% of their portfolio ENGLEWOOD, FL 10,62810.6k $934.5k $934.5k 0.24% Added +27 +27
91 Roof Eidam Maycock Peralta, LLC 0.17% of their portfolio San Francisco, CA 10,00010.0k $879.3k $879.3k 0.17% Unchanged
92 Beacon Financial Advisory LLC 0.17% of their portfolio CLEVELAND, OH 9,96310.0k $876.1k $876.1k 0.17% Reduced -21 -21
93 KINGSWOOD WEALTH ADVISORS, LLC 0.04% of their portfolio SAN DIEGO, CA 9,9489.9k $874.7k $874.7k 0.04% Added +450 +450
94 SNOWWATER INVESTMENT PARTNERS, LLC 0.60% of their portfolio FAIRFIELD, CT 9,9399.9k $873.9k $873.9k 0.60% Added +2.5k +2,476
95 PFG Investments, LLC 0.03% of their portfolio WOODBURY, NY 9,5419.5k $838.9k $838.9k 0.03% Added +2.1k +2,135
96 Icon Wealth Advisors, LLC 0.05% of their portfolio HOUSTON, TX 9,3589.4k $822.8k $822.8k 0.05% Added +1.7k +1,706
97 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 9,3089.3k $818.5k $818.5k 0.01% Added +2.0k +2,013
98 Bond & Devick Financial Network, Inc. 0.20% of their portfolio ST. LOUIS PARK, MN 9,2069.2k $809.5k $809.5k 0.20% Added +44 +44
99 OpenArc Corporate Advisory, LLC 0.01% of their portfolio ATLANTA, GA 8,2858.3k $728.5k $728.5k 0.01% Added +3.6k +3,647
100 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 8,2598.3k $726.2k $726.2k 0.00% Added +1.2k +1,202