Vault-13

ISHARES TR SHV

SHORT TREAS BD · ETP · CUSIP 464288679

729 institutional holders +1 vs Q4 2024
87,317,64987.3m shares reported held*
$9.7bnreported value*
81 new 283 added 274 reduced 76 sold out net bought ≈ $535.5m (+4.9m 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 ($14.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $110.54.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 554Q4 22: 596Q1 23: 615Q2 23: 639Q3 23: 656Q4 23: 703Q1 24: 684Q2 24: 679Q3 24: 680Q4 24: 728Q1 25: 729729Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022554
Q4 2022596
Q1 2023615
Q2 2023639
Q3 2023656
Q4 2023703
Q1 2024684
Q2 2024679
Q3 2024680
Q4 2024728
Q1 2025729

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 23: 311 bought or addedQ2 23: 320 cut or sold outQ3 23: 310 bought or addedQ3 23: 314 cut or sold outQ3 23Q4 23: 307 bought or addedQ4 23: 345 cut or sold outQ1 24: 280 bought or addedQ1 24: 387 cut or sold outQ1 24Q2 24: 302 bought or addedQ2 24: 324 cut or sold outQ3 24: 322 bought or addedQ3 24: 317 cut or sold outQ3 24Q4 24: 312 bought or addedQ4 24: 324 cut or sold outQ1 25: 364 bought or addedQ1 25: 350 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023311320
Q3 2023310314
Q4 2023307345
Q1 2024280387
Q2 2024302324
Q3 2024322317
Q4 2024312324
Q1 2025364350

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ2 24 calls: $0Q2 24 puts: $0Q2 24P/C —Q3 24 calls: $420.4kQ3 24 puts: $0Q3 24P/C 0.00Q4 24 calls: $220.2kQ4 24 puts: $0Q4 24P/C 0.00Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —
Numbers
QuarterCallsPutsP/C
Q2 2024$0$0—
Q3 2024$420.4k$00.00
Q4 2024$220.2k$00.00
Q1 2025$0$0—

Biggest buyers

BlackRock, Inc. Added +2,432,339+2.4m
Marks Wealth, LLC New +1,410,201+1.4m
Ausdal Financial Partners, Inc. Added +843,151+843.2k
Wealthfront Advisers LLC Added +798,167+798.2k
OAKWORTH CAPITAL, INC. Added +767,382+767.4k
Summit Financial, LLC New +586,507+586.5k
ASSETMARK, INC Added +566,807+566.8k
Trust Co Added +343,121+343.1k
Estate Counselors, LLC Added +337,699+337.7k
Hansen & Associates Financial Group, Inc. Added +321,388+321.4k

Biggest sellers

FMR LLC Reduced -3,736,219-3.7m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -913,664-913.7k
ANCHOR CAPITAL ADVISORS LLC Reduced -610,383-610.4k
Federation des caisses Desjardins du Quebec Reduced -514,759-514.8k
Bulltick Wealth Management, LLC Reduced -473,775-473.8k
Wealthspire Retirement, LLC Reduced -333,358-333.4k
EIGHT 31 FINANCIAL, LLC Reduced -328,650-328.6k
Focus Partners Wealth Reduced -196,032-196.0k
Betterment LLC Reduced -184,429-184.4k
Whalen Wealth Management Inc. Reduced -171,477-171.5k

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
BlackRock Portfolio Management LLC 13G · institution -2.5 pts · filed 2026-10-27 7.8% -2.5 pts 16.2m≈ $1.8bn 2026-10-27

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.04% of their portfolio New York, NY 15,500,74715.5m $1.7bn $1.7bn 0.04% Added +2.4m +2,432,339
2 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 5,208,0815.2m $575.3m $575.3m 0.04% Added +48.8k +48,848
3 WELLS FARGO & COMPANY/MN 0.10% of their portfolio SAN FRANCISCO, CA 3,838,6383.8m $424.0m $424.0m 0.10% Reduced -12.2k -12,202
4 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 2,593,3402.6m $286.5m $286.5m 0.03% Reduced -62.4k -62,421
5 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 2,126,1452.1m $234.9m $234.9m 0.09% Added +218.2k +218,182
6 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 1,831,9521.8m $202.4m $202.4m 0.02% Added +82.8k +82,835
7 Wealthfront Advisers LLC 0.45% of their portfolio Palo Alto, CA 1,534,1781.5m $169.5m $169.5m 0.45% Added +798.2k +798,167
8 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1.69% of their portfolio Madrid, U3 1,518,0051.5m $168.1m $168.1m 1.69% Added +242.5k +242,455
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.32% of their portfolio PLYMOUTH, MN 1,517,1831.5m $167.6m $167.6m 0.32% Added +305.7k +305,749
10 FMR LLC 0.01% of their portfolio BOSTON, MA 1,481,3051.5m $163.6m $163.6m 0.01% Reduced -3.7m -3,736,219
11 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 1,416,0541.4m $156.4m $156.4m 0.06% Added +292.6k +292,648
12 Marks Wealth, LLC 57.18% of their portfolio ELLICOTT CITY, MD 1,410,2011.4m $155.8m $155.8m 57.18% New
13 UBS Group AG 0.03% of their portfolio ZURICH, V8 1,266,2151.3m $139.9m $139.9m 0.03% Reduced -36.5k -36,536
14 Betterment LLC 0.29% of their portfolio NEW YORK, NY 1,118,7951.1m $123.6m $123.6m 0.29% Reduced -184.4k -184,429
15 RENAISSANCE TECHNOLOGIES LLC 0.17% of their portfolio NEW YORK, NY 1,040,8001.0m $115.0m $115.0m 0.17% Added +202.7k +202,700
16 TRUIST FINANCIAL CORP 0.18% of their portfolio CHARLOTTE, NC 1,014,9551.0m $112.1m $112.1m 0.18% Added +299.7k +299,694
17 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,005,8481.0m $111.1m $111.1m 0.02% Reduced -11.7k -11,735
18 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 993,179993.2k $109.7m $109.7m 0.04% Reduced -88.6k -88,646
19 Hansen & Associates Financial Group, Inc. 57.86% of their portfolio ROSEVILLE, CA 978,200978.2k $107.9m $107.9m 57.86% Added +321.4k +321,388
20 Ausdal Financial Partners, Inc. 7.88% of their portfolio Davenport, IA 946,779946.8k $104.6m $104.6m 7.88% Added +843.2k +843,151
21 Wealthspire Retirement, LLC 7.51% of their portfolio ALISO VIEJO, CA 857,426857.4k $94.7m $94.7m 7.51% Reduced -333.4k -333,358
22 OAKWORTH CAPITAL, INC. 6.29% of their portfolio BIRMINGHAM, AL 817,751817.8k $90.3m $90.3m 6.29% Added +767.4k +767,382
23 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 777,566777.6k $85.9m $85.9m 0.02% Added +39.5k +39,499
24 Cetera Investment Advisers 0.16% of their portfolio SCHAUMBURG, IL 755,976756.0k $83.5m $83.5m 0.16% Added +53.5k +53,485
25 Trust Co 9.33% of their portfolio MANHATTAN, KS 711,174711.2k $78.6m $78.6m 9.33% Added +343.1k +343,121
26 Cambridge Investment Research Advisors, Inc. 0.25% of their portfolio FAIRFIELD, IA 674,451674.5k $74.5m $74.5m 0.25% Reduced -9.0k -8,990
27 True Link Financial Advisors, LLC 5.21% of their portfolio SAN FRANCISCO, CA 632,153632.2k $69.8m $69.8m 5.21% Added +80.9k +80,854
28 ASSETMARK, INC 0.19% of their portfolio CONCORD, CA 621,766621.8k $68.7m $68.7m 0.19% Added +566.8k +566,807
29 GUIDANCE CAPITAL, INC 20.53% of their portfolio LOUSVILLE, KY 610,366610.4k $67.2m $67.2m 20.53% Added +299.7k +299,691
30 STIFEL FINANCIAL CORP 0.07% of their portfolio ST. LOUIS, MO 600,581600.6k $66.3m $66.3m 0.07% Added +30.2k +30,214
31 Summit Financial, LLC 1.82% of their portfolio PARSIPPANY, NJ 586,507586.5k $64.8m $64.8m 1.82% New
32 Townsend & Associates, Inc 6.70% of their portfolio WESTMINSTER, CO 582,608582.6k $64.3m $64.3m 6.70% Added +69.0k +69,045
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio MILWAUKEE, WI 571,849571.8k $63.2m $63.2m 0.05% Reduced -913.7k -913,664
34 MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio NEW YORK, NY 565,089565.1k $62.4m $62.4m 0.06% Added +169.6k +169,586
35 Cynosure Group, LLC 8.52% of their portfolio Salt Lake City, UT 559,842559.8k $61.8m $61.8m 8.52% Unchanged
36 Cerity Partners LLC 0.12% of their portfolio NEW YORK, NY 534,087534.1k $59.0m $59.0m 0.12% Added +53.4k +53,363
37 GM Advisory Group, LLC 2.83% of their portfolio MELVILLE, NY 474,887474.9k $52.5m $52.5m 2.83% Reduced -16.4k -16,388
38 Acorns Advisers, LLC 0.47% of their portfolio IRVINE, CA 446,762446.8k $49.3m $49.3m 0.47% Added +25.6k +25,578
39 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 421,013421.0k $46.5m $46.5m 0.07% Added +150.5k +150,517
40 JANE STREET GROUP, LLC 0.08% of their portfolio NEW YORK, NY 410,942410.9k $45.4m $45.4m 0.08% Reduced -73.3k -73,298
41 Foundations Investment Advisors, LLC 0.84% of their portfolio PHOENIX, AZ 410,852410.9k $45.4m $45.4m 0.84% Reduced -4.8k -4,759
42 HSBC HOLDINGS PLC 0.03% of their portfolio LONDON, X0 407,767407.8k $45.0m $45.0m 0.03% Added +225.8k +225,850
43 TOWNSQUARE CAPITAL LLC 0.48% of their portfolio Lehi, UT 407,132407.1k $45.0m $45.0m 0.48% Added +25.5k +25,492
44 BANK OF NOVA SCOTIA 0.10% of their portfolio TORONTO, A6 398,078398.1k $44.0m $44.0m 0.10% Added +30.2k +30,231
45 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 397,472397.5k $43.9m $43.9m 0.06% Added +170.2k +170,250
46 Rockefeller Capital Management L.P. 0.11% of their portfolio NEW YORK, NY 394,178394.2k $43.5m $43.5m 0.11% Added +23.1k +23,101
47 Bulltick Wealth Management, LLC 11.43% of their portfolio Miami, FL 389,853389.9k $43.1m $43.1m 11.43% Reduced -473.8k -473,775
48 Americana Partners, LLC 1.60% of their portfolio Houston, TX 373,845373.8k $41.3m $41.3m 1.60% Added +132.5k +132,454
49 Client First Capital LLC 20.18% of their portfolio SAN DIEGO, CA 356,518356.5k $39.4m $39.4m 20.18% Added +53.1k +53,145
50 Estate Counselors, LLC 3.99% of their portfolio Thiensville, WI 348,115348.1k $38.5m $38.5m 3.99% Added +337.7k +337,699
51 Advisory Services Network, LLC 0.70% of their portfolio ATLANTA, GA 331,297331.3k $36.6m $36.6m 0.70% Reduced -3.8k -3,806
52 Family Manage LLC 5.91% of their portfolio NEW YORK, NY 323,755323.8k $35.8m $35.8m 5.91% Reduced -47.2k -47,161
53 MML INVESTORS SERVICES, LLC 0.12% of their portfolio SPRINGFIELD, MA 317,429317.4k $35.1m $35.1m 0.12% Reduced -19.0k -19,015
54 BARINGS LLC 0.83% of their portfolio CHARLOTTE, NC 301,611301.6k $33.3m $33.3m 0.83% New
55 White Lighthouse Investment Management Inc. 5.66% of their portfolio BEDFORD, MA 287,038287.0k $31.7m $31.7m 5.66% Added +32.4k +32,443
56 LaSalle St. Investment Advisors, LLC 7.46% of their portfolio ELMHURST, IL 286,625286.6k $31.7m $31.7m 7.46% Reduced -83.1k -83,078
57 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 274,618274.6k $30.3m $30.3m 0.01% Reduced -21.1k -21,142
58 OPPENHEIMER & CO INC 0.46% of their portfolio NEW YORK, NY 272,883272.9k $30.1m $30.1m 0.46% Added +21.4k +21,373
59 Northwest Quadrant Wealth Management, LLC 6.66% of their portfolio BEND, OR 257,073257.1k $28.4m $28.4m 6.66% Reduced -45.5k -45,482
60 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 253,564253.6k $28.0m $28.0m 0.06% Added +30.2k +30,226
61 Steward Partners Investment Advisory, LLC 0.25% of their portfolio STAMFORD, CT 251,422251.4k $27.8m $27.8m 0.25% Added +81.6k +81,582
62 Crescent Grove Advisors, LLC 2.88% of their portfolio LAKE FOREST, IL 250,177250.2k $27.6m $27.6m 2.88% Added +168.1k +168,054
63 Fund Evaluation Group, LLC 1.19% of their portfolio CINCINNATI, OH 250,128250.1k $27.6m $27.6m 1.19% Reduced -49.9k -49,894
64 Concord Wealth Partners 4.51% of their portfolio ABINGDON, VA 248,486248.5k $27.4m $27.4m 4.51% Reduced -13.8k -13,799
65 Concord Asset Management, LLC/VA 5.82% of their portfolio ABINGDON, VA 239,311239.3k $26.4m $26.4m 5.82% Reduced -2.1k -2,116
66 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.21% of their portfolio Stamford, CT 237,725237.7k $26.3m $26.3m 0.21% Reduced -94.2k -94,155
67 Legacy Advisory Services, LLC 21.98% of their portfolio Exton, PA 235,605235.6k $26.0m $26.0m 21.98% Added +213.8k +213,844
68 Janney Montgomery Scott LLC 0.07% of their portfolio PHILADELPHIA, PA 230,183230.2k $25.4m $25.4m 0.07% Reduced -13.4k -13,382
69 Sierra Legacy Group 22.81% of their portfolio Scottsdale, AZ 226,356226.4k $25.0m $25.0m 22.81% Added +31.7k +31,689
70 Allred Capital Management, LLC 9.60% of their portfolio Dallas, TX 217,444217.4k $24.0m $24.0m 9.60% Reduced -6.5k -6,493
71 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 205,469205.5k $22.7m $22.7m 0.06% Reduced -196.0k -196,032
72 Able Wealth Management LLC 13.44% of their portfolio Toms River, NJ 205,206205.2k $22.7m $22.7m 13.44% Added +1.8k +1,776
73 Mullooly Asset Management, Inc. 10.23% of their portfolio WALL TOWNSHIP, NJ 204,064204.1k $22.5m $22.5m 10.23% First filing
74 Sulzberger Capital Advisors, Inc. 29.56% of their portfolio MIAMI, FL 203,618203.6k $22.5m $22.5m 29.56% Added +138.9k +138,851
75 Delta Investment Management, LLC 4.18% of their portfolio SAN FRANCISCO, CA 187,605187.6k $20.7m $20.7m 4.18% Reduced -12.4k -12,385
76 SIMON QUICK ADVISORS, LLC 1.17% of their portfolio MORRISTOWN, NJ 186,082186.1k $20.6m $20.6m 1.17% Added +1 +1
77 Bull Oak Capital, LLC 11.12% of their portfolio RANCHO SANTA FE, CA 184,683184.7k $20.4m $20.4m 11.12% Added +54.0k +53,963
78 Strategic Point Investment Advisors, LLC 3.37% of their portfolio PROVIDENCE, RI 183,300183.3k $20.2m $20.2m 3.37% Added +576 +576
79 Mascoma Wealth Management LLC 5.02% of their portfolio HANOVER, NH 182,375182.4k $20.1m $20.1m 5.02% Added +2.1k +2,125
80 OLD NATIONAL BANCORP /IN/ 0.53% of their portfolio EVANSVILLE, IN 181,596181.6k $20.1m $20.1m 0.53% Reduced -143.8k -143,817
81 Selway Asset Management 8.24% of their portfolio BOISE, ID 180,770180.8k $20.0m $20.0m 8.24% Added +7.8k +7,845
82 Lee Financial Co 3.03% of their portfolio Dallas, TX 179,394179.4k $19.8m $19.8m 3.03% Reduced -42.0k -42,043
83 IFP Advisors, Inc 0.59% of their portfolio TAMPA, FL 172,951173.0k $19.1m $19.1m 0.59% Added +6.3k +6,302
84 Gunma Bank,Ltd. 6.05% of their portfolio GUNMA, M0 170,000170.0k $18.8m $18.8m 6.05% Unchanged
85 Prime Capital Investment Advisors, LLC 0.22% of their portfolio OVERLAND PARK, KS 169,753169.8k $18.8m $18.8m 0.22% Added +166.2k +166,159
86 ANCHOR CAPITAL ADVISORS LLC 0.55% of their portfolio Boston, MA 166,161166.2k $18.4m $18.4m 0.55% Reduced -610.4k -610,383
87 Seven Post Investment Office LP 6.91% of their portfolio San Francisco, CA 163,736163.7k $18.1m $18.1m 6.91% Reduced -1.9k -1,878
88 FLOW TRADERS U.S. LLC 0.76% of their portfolio NEW YORK, NY 162,997163.0k $18.0m $18.0m 0.76% Added +104.8k +104,788
89 M. Kulyk & Associates, LLC 4.10% of their portfolio DECATUR, GA 162,118162.1k $17.9m $17.9m 4.10% Reduced -42.5k -42,539
90 Smithfield Trust Co 0.87% of their portfolio PITTSBURGH, PA 157,571157.6k $17.4m $17.4m 0.87% Reduced -4.5k -4,534
91 Farther Finance Advisors, LLC 0.44% of their portfolio SAN FRANCISCO, CA 155,017155.0k $17.1m $17.1m 0.44% Added +38.5k +38,467
92 Onyx Bridge Wealth Group LLC 2.44% of their portfolio TARRYTOWN, NY 154,017154.0k $17.0m $17.0m 2.44% Added +28.9k +28,895
93 Presidio Capital Management, LLC 6.87% of their portfolio SAN DIEGO, CA 149,156149.2k $16.5m $16.5m 6.87% Added +11.3k +11,262
94 GFS Advisors, LLC 3.27% of their portfolio HOUSTON, TX 147,584147.6k $16.3m $16.3m 3.27% Added +3.0k +2,998
95 Financial Engines Advisors L.L.C. 0.03% of their portfolio SANTA CLARA, CA 147,015147.0k $16.2m $16.2m 0.03% Reduced -6.5k -6,511
96 Fairvoy Private Wealth, LLC 4.36% of their portfolio BIRMINGHAM, AL 143,671143.7k $15.9m $15.9m 4.36% Added +26.1k +26,125
97 COMERICA BANK 0.06% of their portfolio DALLAS, TX 138,231138.2k $15.3m $15.3m 0.06% Reduced -34.8k -34,761
98 AMG National Trust Bank 0.41% of their portfolio GREENWOOD VILLAGE, CO 132,675132.7k $14.7m $14.7m 0.41% Added +85.5k +85,518
99 FUTURE YOU WEALTH LLC 9.14% of their portfolio New York, NY 129,205129.2k $14.3m $14.3m 9.14% Added +8.4k +8,368
100 AdvisorNet Financial, Inc 1.03% of their portfolio MINNETONKA, MN 125,400125.4k $13.9m $13.9m 1.03% Added +25.2k +25,200