Vault-13

ISHARES TR SHV

SHORT TREAS BD · ETP · CUSIP 464288679

690 institutional holders -29 vs Q2 2025
87,643,11287.6m shares reported held*
$9.7bnreported value*
42 new 243 added 302 reduced 67 sold out net bought ≈ $15.1m (-331.7k 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 ($10.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $110.55.

Trends to Q3 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: 729Q2 25: 719Q3 25: 690690Q3 22Q2 23Q1 24Q4 24Q3 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
Q2 2025719
Q3 2025690

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 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 25Q2 25: 349 bought or addedQ2 25: 335 cut or sold outQ3 25: 285 bought or addedQ3 25: 369 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023307345
Q1 2024280387
Q2 2024302324
Q3 2024322317
Q4 2024312324
Q1 2025364350
Q2 2025349335
Q3 2025285369

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ4 24 calls: $220.2kQ4 24 puts: $0Q4 24P/C 0.00Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —
Numbers
QuarterCallsPutsP/C
Q4 2024$220.2k$00.00
Q1 2025$0$0—
Q2 2025$0$0—
Q3 2025$0$0—

Biggest buyers

BlackRock, Inc. Added +2,356,899+2.4m
JPMORGAN CHASE & CO Added +1,345,953+1.3m
WELLS FARGO & COMPANY/MN Added +930,923+930.9k
Cynosure Group, LLC Added +557,922+557.9k
LPL Financial LLC Added +430,405+430.4k
UBS Group AG Added +219,146+219.1k
Wealthfront Advisers LLC Added +177,915+177.9k
Americana Partners, LLC Added +158,928+158.9k
Cetera Investment Advisers Added +143,313+143.3k
Beacon Pointe Advisors, LLC New +133,934+133.9k

Biggest sellers

ROYAL BANK OF CANADA Reduced -1,069,826-1.1m
Mariner, LLC Reduced -723,364-723.4k
Gallagher Fiduciary Advisors, LLC Reduced -464,910-464.9k
Rockefeller Capital Management L.P. Reduced -379,945-379.9k
Hansen & Associates Financial Group, Inc. Reduced -317,301-317.3k
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. Reduced -299,623-299.6k
True Link Financial Advisors, LLC Reduced -291,661-291.7k
Quadrature Capital Ltd Sold out -286,440-286.4k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -267,877-267.9k
Ausdal Financial Partners, Inc. Reduced -263,594-263.6k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.04% of their portfolio New York, NY 18,562,71018.6m $2.1bn $2.1bn 0.04% Added +2.4m +2,356,899
2 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 5,974,0976.0m $660.1m $660.1m 0.04% Added +121.4k +121,370
3 WELLS FARGO & COMPANY/MN 0.12% of their portfolio SAN FRANCISCO, CA 5,502,2995.5m $607.9m $607.9m 0.12% Added +930.9k +930,923
4 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 3,195,0363.2m $353.0m $353.0m 0.03% Added +22.6k +22,622
5 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 3,017,1983.0m $333.4m $333.4m 0.01% Added +1.3m +1,345,953
6 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 2,583,9452.6m $285.5m $285.5m 0.08% Added +430.4k +430,405
7 UBS Group AG 0.05% of their portfolio ZURICH, V8 2,154,8632.2m $238.1m $238.1m 0.05% Added +219.1k +219,146
8 Wealthfront Advisers LLC 0.51% of their portfolio Palo Alto, CA 1,960,6772.0m $216.6m $216.6m 0.51% Added +177.9k +177,915
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.25% of their portfolio PLYMOUTH, MN 1,503,8601.5m $165.7m $165.7m 0.25% Added +41.1k +41,128
10 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 1,351,5221.4m $149.3m $149.3m 0.05% Reduced -224.7k -224,670
11 Wealthspire Retirement, LLC 8.89% of their portfolio ALISO VIEJO, CA 1,259,6401.3m $139.2m $139.2m 8.89% Added +14.1k +14,118
12 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1.05% of their portfolio Madrid, U3 1,245,0711.2m $137.4m $137.4m 1.05% Reduced -299.6k -299,623
13 Cynosure Group, LLC 6.73% of their portfolio Salt Lake City, UT 1,117,7641.1m $123.5m $123.5m 6.73% Added +557.9k +557,922
14 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,028,6671.0m $113.7m $113.7m 0.03% Reduced -77.3k -77,275
15 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 945,856945.9k $104.5m $104.5m 0.02% Reduced -1.1m -1,069,826
16 Cetera Investment Advisers 0.11% of their portfolio SCHAUMBURG, IL 868,428868.4k $96.0m $96.0m 0.11% Added +143.3k +143,313
17 Betterment LLC 0.17% of their portfolio NEW YORK, NY 781,837781.8k $86.4m $86.4m 0.17% Reduced -83.5k -83,473
18 Trust Co 8.64% of their portfolio MANHATTAN, KS 764,455764.5k $84.5m $84.5m 8.64% Added +41.0k +41,018
19 STIFEL FINANCIAL CORP 0.07% of their portfolio ST. LOUIS, MO 709,023709.0k $78.3m $78.3m 0.07% Added +78.6k +78,629
20 OAKWORTH CAPITAL, INC. 4.40% of their portfolio BIRMINGHAM, AL 689,166689.2k $76.1m $76.1m 4.40% Added +10.1k +10,138
21 ASSETMARK, INC 0.16% of their portfolio CONCORD, CA 673,953674.0k $74.5m $74.5m 0.16% Added +23.5k +23,460
22 Townsend & Associates, Inc 6.43% of their portfolio WESTMINSTER, CO 614,671614.7k $67.8m $67.8m 6.43% Added +22.3k +22,269
23 TRUIST FINANCIAL CORP 0.08% of their portfolio CHARLOTTE, NC 563,566563.6k $62.3m $62.3m 0.08% Reduced -179.5k -179,539
24 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 537,884537.9k $59.2m $59.2m 0.01% Reduced -51.6k -51,570
25 Hansen & Associates Financial Group, Inc. 24.42% of their portfolio ROSEVILLE, CA 528,919528.9k $58.3m $58.3m 24.42% Reduced -317.3k -317,301
26 Cerity Partners LLC 0.09% of their portfolio NEW YORK, NY 517,655517.7k $57.2m $57.2m 0.09% Reduced -16.6k -16,601
27 Americana Partners, LLC 1.64% of their portfolio Houston, TX 492,204492.2k $54.4m $54.4m 1.64% Added +158.9k +158,928
28 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 483,397483.4k $53.4m $53.4m 0.07% Added +62.6k +62,627
29 Foundations Investment Advisors, LLC 0.76% of their portfolio PHOENIX, AZ 475,424475.4k $52.5m $52.5m 0.76% Added +12.6k +12,561
30 Rockefeller Capital Management L.P. 0.10% of their portfolio NEW YORK, NY 471,823471.8k $52.1m $52.1m 0.10% Reduced -379.9k -379,945
31 Acorns Advisers, LLC 0.39% of their portfolio IRVINE, CA 453,970454.0k $50.2m $50.2m 0.39% Added +4.3k +4,331
32 Ausdal Financial Partners, Inc. 2.41% of their portfolio Davenport, IA 448,252448.3k $49.5m $49.5m 2.41% Reduced -263.6k -263,594
33 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 423,507423.5k $46.8m $46.8m 0.01% Added +102.9k +102,865
34 Global Retirement Partners, LLC 0.99% of their portfolio San Rafael, CA 398,888398.9k $44.1m $44.1m 0.99% Added +83.8k +83,769
35 Bulltick Wealth Management, LLC 10.22% of their portfolio Miami, FL 391,384391.4k $43.2m $43.2m 10.22% Added +41.5k +41,490
36 BANK OF NOVA SCOTIA 0.07% of their portfolio TORONTO, A6 373,077373.1k $41.2m $41.2m 0.07% Reduced -8.2k -8,232
37 True Link Financial Advisors, LLC 2.60% of their portfolio SAN FRANCISCO, CA 365,540365.5k $40.4m $40.4m 2.60% Reduced -291.7k -291,661
38 Banco Santander, S.A. 0.35% of their portfolio Madrid, U3 355,905355.9k $39.3m $39.3m 0.35% Added +46.8k +46,826
39 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 352,334352.3k $38.9m $38.9m 0.03% Reduced -267.9k -267,877
40 MML INVESTORS SERVICES, LLC 0.10% of their portfolio SPRINGFIELD, MA 343,554343.6k $38.0m $38.0m 0.10% Reduced -1.4k -1,361
41 Client First Capital LLC 16.61% of their portfolio SAN DIEGO, CA 337,393337.4k $37.3m $37.3m 16.61% Reduced -33.5k -33,523
42 Family Manage LLC 5.09% of their portfolio NEW YORK, NY 332,219332.2k $36.7m $36.7m 5.09% Reduced -7.2k -7,231
43 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.21% of their portfolio Stamford, CT 325,337325.3k $35.9m $35.9m 0.21% Added +63.7k +63,703
44 White Lighthouse Investment Management Inc. 5.45% of their portfolio BEDFORD, MA 323,537323.5k $35.7m $35.7m 5.45% Added +35.3k +35,291
45 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 318,603318.6k $35.2m $35.2m 0.05% Reduced -4.5k -4,498
46 Marks Wealth, LLC 10.68% of their portfolio ELLICOTT CITY, MD 312,928312.9k $34.6m $34.6m 10.68% Reduced -168.0k -167,991
47 Advisory Services Network, LLC 0.50% of their portfolio ATLANTA, GA 307,504307.5k $34.0m $34.0m 0.50% Added +17.6k +17,625
48 LaSalle St. Investment Advisors, LLC 5.98% of their portfolio ELMHURST, IL 301,860301.9k $33.4m $33.4m 5.98% Added +14.0k +14,014
49 Concord Wealth Partners 4.29% of their portfolio ABINGDON, VA 281,625281.6k $31.1m $31.1m 4.29% Added +20.2k +20,211
50 OPPENHEIMER & CO INC 0.37% of their portfolio NEW YORK, NY 276,243276.2k $30.5m $30.5m 0.37% Added +3.5k +3,479
51 Concord Asset Management, LLC/VA 5.49% of their portfolio ABINGDON, VA 273,694273.7k $30.2m $30.2m 5.49% Added +12.3k +12,280
52 HSBC HOLDINGS PLC 0.02% of their portfolio LONDON, X0 269,785269.8k $29.8m $29.8m 0.02% Reduced -57.8k -57,787
53 Fund Evaluation Group, LLC 1.07% of their portfolio CINCINNATI, OH 267,270267.3k $29.5m $29.5m 1.07% Added +12.3k +12,281
54 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 263,341263.3k $29.1m $29.1m 0.03% Reduced -14.1k -14,130
55 Modern Wealth Management, LLC 0.57% of their portfolio KANSAS CITY, MO 261,506261.5k $28.9m $28.9m 0.57% Added +25.3k +25,318
56 Northwest Quadrant Wealth Management, LLC 6.01% of their portfolio BEND, OR 257,410257.4k $28.4m $28.4m 6.01% Added +13.3k +13,331
57 Allred Capital Management, LLC 9.90% of their portfolio Dallas, TX 257,333257.3k $28.4m $28.4m 9.90% Reduced -26.0k -26,009
58 Legacy Advisory Services, LLC 21.02% of their portfolio Exton, PA 252,239252.2k $27.9m $27.9m 21.02% Reduced -7.2k -7,247
59 SG Americas Securities, LLC 0.10% of their portfolio NEW YORK, NY 252,175252.2k $27.9m $27.9m 0.10% Added +76.5k +76,492
60 Sulzberger Capital Advisors, Inc. 28.52% of their portfolio MIAMI, FL 231,422231.4k $25.6m $25.6m 28.52% Reduced -28.4k -28,383
61 Summit Financial, LLC 0.38% of their portfolio PARSIPPANY, NJ 225,739225.7k $24.9m $24.9m 0.38% Reduced -66.7k -66,727
62 Cambridge Investment Research Advisors, Inc. 0.07% of their portfolio FAIRFIELD, IA 223,814223.8k $24.7m $24.7m 0.07% Reduced -35.6k -35,621
63 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 220,256220.3k $24.3m $24.3m 0.04% Reduced -8.3k -8,257
64 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 216,501216.5k $23.9m $23.9m 0.06% Reduced -28.0k -28,006
65 Able Wealth Management LLC 8.94% of their portfolio Toms River, NJ 215,266215.3k $23.8m $23.8m 8.94% Added +3.6k +3,638
66 Bull Oak Capital, LLC 10.03% of their portfolio RANCHO SANTA FE, CA 213,689213.7k $23.6m $23.6m 10.03% Reduced -2.4k -2,412
67 Mullooly Asset Management, Inc. 8.86% of their portfolio WALL TOWNSHIP, NJ 208,941208.9k $23.1m $23.1m 8.86% Added +14.2k +14,245
68 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 9.62% of their portfolio DUNMORE, PA 205,486205.5k $22.7m $22.7m 9.62% Reduced -7.6k -7,567
69 Sierra Legacy Group 16.77% of their portfolio Scottsdale, AZ 205,091205.1k $22.7m $22.7m 16.77% Reduced -5.4k -5,441
70 Lee Financial Co 2.78% of their portfolio Dallas, TX 200,307200.3k $22.1m $22.1m 2.78% Added +28.5k +28,470
71 Strategic Point Investment Advisors, LLC 3.03% of their portfolio PROVIDENCE, RI 190,848190.8k $21.1m $21.1m 3.03% Added +4.3k +4,297
72 Mascoma Wealth Management LLC 4.59% of their portfolio HANOVER, NH 188,589188.6k $20.8m $20.8m 4.59% Added +1.5k +1,453
73 Gunma Bank,Ltd. 6.40% of their portfolio GUNMA, M0 185,000185.0k $20.4m $20.4m 6.40% Added +15.0k +15,000
74 SIMON QUICK ADVISORS, LLC 0.92% of their portfolio MORRISTOWN, NJ 184,307184.3k $20.4m $20.4m 0.92% Reduced -422 -422
75 COMERICA BANK 0.08% of their portfolio DALLAS, TX 180,783180.8k $20.0m $20.0m 0.08% Reduced -1.7k -1,746
76 Crescent Grove Advisors, LLC 1.88% of their portfolio LAKE FOREST, IL 177,877177.9k $19.7m $19.7m 1.88% Reduced -4.7k -4,683
77 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 168,895168.9k $18.7m $18.7m 0.02% Added +2.4k +2,400
78 M. Kulyk & Associates, LLC 3.62% of their portfolio DECATUR, GA 161,198161.2k $17.8m $17.8m 3.62% Reduced -12.2k -12,243
79 Mariner, LLC 0.02% of their portfolio Overland Park, KS 160,432160.4k $17.7m $17.7m 0.02% Reduced -723.4k -723,364
80 Farther Finance Advisors, LLC 0.26% of their portfolio SAN FRANCISCO, CA 156,256156.3k $17.3m $17.3m 0.26% Added +2.0k +2,036
81 ANCHOR CAPITAL ADVISORS LLC 0.50% of their portfolio Boston, MA 155,114155.1k $17.1m $17.1m 0.50% Reduced -8.3k -8,278
82 Presidio Capital Management, LLC 5.99% of their portfolio SAN DIEGO, CA 154,687154.7k $17.1m $17.1m 5.99% Added +3.3k +3,289
83 Financial Engines Advisors L.L.C. 0.03% of their portfolio SANTA CLARA, CA 154,176154.2k $17.0m $17.0m 0.03% Added +6.2k +6,153
84 Midwest Professional Planners, LTD. 4.05% of their portfolio WAUSAU, WI 150,142150.1k $16.6m $16.6m 4.05% Reduced -33.4k -33,361
85 AdvisorNet Financial, Inc 0.92% of their portfolio MINNETONKA, MN 147,286147.3k $16.3m $16.3m 0.92% Added +10.7k +10,651
86 GM Advisory Group, LLC 0.69% of their portfolio MELVILLE, NY 146,445146.4k $16.2m $16.2m 0.69% Reduced -56.2k -56,166
87 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 145,574145.6k $16.1m $16.1m 0.07% Added +19.3k +19,288
88 GFS Advisors, LLC 2.01% of their portfolio HOUSTON, TX 142,868142.9k $15.8m $15.8m 2.01% Reduced -6.2k -6,180
89 Smithfield Trust Co 0.69% of their portfolio PITTSBURGH, PA 138,701138.7k $15.3m $15.3m 0.69% Reduced -5.0k -5,019
90 Fairvoy Private Wealth, LLC 3.43% of their portfolio BIRMINGHAM, AL 136,295136.3k $15.1m $15.1m 3.43% Reduced -8.7k -8,741
91 NerdWallet Wealth Partners, LLC 7.37% of their portfolio NEW YORK, NY 136,144136.1k $15.0m $15.0m 7.37% First filing
92 Strategic Wealth Partners, Ltd. 1.11% of their portfolio INDEPENDENCE, OH 134,818134.8k $14.9m $14.9m 1.11% Added +2.1k +2,063
93 Beacon Pointe Advisors, LLC 0.13% of their portfolio NEWPORT BEACH, CA 133,934133.9k $14.8m $14.8m 0.13% New
94 Onyx Bridge Wealth Group LLC 1.57% of their portfolio TARRYTOWN, NY 130,568130.6k $14.4m $14.4m 1.57% Reduced -30.7k -30,705
95 Silicon Valley Capital Partners 1.32% of their portfolio SAN JOSE, CA 127,061127.1k $14.0m $14.0m 1.32% Added +12.2k +12,172
96 KWMG, LLC 1.20% of their portfolio OVERLAND PARK, KS 123,940123.9k $13.7m $13.7m 1.20% Added +15.5k +15,511
97 Whalen Wealth Management Inc. 7.99% of their portfolio LAS VEGAS, NV 123,777123.8k $13.7m $13.7m 7.99% Added +20.0k +19,984
98 Trajan Wealth LLC 0.56% of their portfolio SCOTTSDALE, AZ 116,497116.5k $12.9m $12.9m 0.56% Reduced -8.6k -8,646
99 Steward Partners Investment Advisory, LLC 0.07% of their portfolio STAMFORD, CT 111,905111.9k $12.4m $12.4m 0.07% Reduced -77.9k -77,857
100 Alpha Zero LLC 7.06% of their portfolio BOCA RATON, FL 110,316110.3k $12.2m $12.2m 7.06% Added +15.0k +14,963