Vault-13

ISHARES TR SHV

SHORT TREAS BD · ETP · CUSIP 464288679

748 institutional holders +33 vs Q4 2025
90,765,17090.8m shares reported held*
$9.9bnreported value*
86 new 280 added 279 reduced 57 sold out net bought ≈ $600.9m (+6.2m 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 ($29.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $109.57.

Trends to Q1 2026

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: 690Q4 25: 715Q1 26: 748748Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q4 2025715
Q1 2026748

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q4 25: 306 bought or addedQ4 25: 340 cut or sold outQ1 26: 366 bought or addedQ1 26: 336 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024302324
Q3 2024322317
Q4 2024312324
Q1 2025364350
Q2 2025349335
Q3 2025285369
Q4 2025306340
Q1 2026366336

Calls vs puts

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

CallsPuts
$0$5k$10k$15kQ2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $11.0kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$11.0k$00.00
Q1 2026$0$0—

Biggest buyers

Marks Wealth, LLC Added +2,149,614+2.1m
FIL Ltd Added +994,495+994.5k
ENVESTNET ASSET MANAGEMENT INC Added +844,328+844.3k
AMERIPRISE FINANCIAL INC Added +508,522+508.5k
ROYAL BANK OF CANADA Added +477,064+477.1k
Gallagher Fiduciary Advisors, LLC Added +474,863+474.9k
GFS Advisors, LLC Added +441,020+441.0k
Wealthfront Advisers LLC Added +430,574+430.6k
A&I FINANCIAL SERVICES, LLC New +397,877+397.9k
Americana Partners, LLC Added +373,133+373.1k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -630,885-630.9k
Wealthspire Retirement, LLC Reduced -381,590-381.6k
True Link Financial Advisors, LLC Reduced -379,802-379.8k
MORGAN STANLEY Reduced -359,827-359.8k
OAKWORTH CAPITAL, INC. Reduced -314,675-314.7k
HSBC HOLDINGS PLC Reduced -309,446-309.4k
Concord Wealth Partners Reduced -282,352-282.4k
Concord Asset Management, LLC/VA Sold out -282,211-282.2k
Cetera Investment Advisers Reduced -199,771-199.8k
Strategic Point Investment Advisors, LLC Sold out -198,740-198.7k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.03% of their portfolio New York, NY 17,874,35817.9m $2.0bn $2.0bn 0.03% Reduced -74.4k -74,354
2 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 5,613,6985.6m $619.7m $619.7m 0.04% Reduced -359.8k -359,827
3 WELLS FARGO & COMPANY/MN 0.12% of their portfolio SAN FRANCISCO, CA 5,237,5515.2m $578.2m $578.2m 0.12% Added +287.6k +287,595
4 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 3,372,2783.4m $372.3m $372.3m 0.10% Added +308.9k +308,936
5 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 2,998,0603.0m $331.0m $331.0m 0.02% Reduced -106.9k -106,934
6 Marks Wealth, LLC 62.68% of their portfolio ELLICOTT CITY, MD 2,158,1812.2m $238.2m $238.2m 62.68% Added +2.1m +2,149,614
7 Wealthfront Advisers LLC 0.50% of their portfolio Palo Alto, CA 2,048,0392.0m $226.1m $226.1m 0.50% Added +430.6k +430,574
8 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 1,952,8952.0m $215.6m $215.6m 0.06% Added +844.3k +844,328
9 UBS Group AG 0.03% of their portfolio ZURICH, V8 1,672,4041.7m $184.6m $184.6m 0.03% Reduced -137.0k -136,997
10 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,498,5241.5m $165.4m $165.4m 0.01% Reduced -35.2k -35,223
11 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1.10% of their portfolio Madrid, U3 1,432,8891.4m $157.4m $157.4m 1.10% Added +101.2k +101,184
12 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 1,369,6611.4m $151.2m $151.2m 0.03% Added +477.1k +477,064
13 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 1,332,3181.3m $147.1m $147.1m 0.05% Reduced -57.3k -57,271
14 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,096,0521.1m $121.0m $121.0m 0.03% Added +508.5k +508,522
15 Wealthspire Retirement, LLC 6.85% of their portfolio ALISO VIEJO, CA 1,034,7311.0m $114.2m $114.2m 6.85% Reduced -381.6k -381,590
16 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.24% of their portfolio PLYMOUTH, MN 999,682999.7k $110.1m $110.1m 0.24% Reduced -630.9k -630,885
17 FIL Ltd 0.09% of their portfolio HAMILTON, D0 994,888994.9k $109.8m $109.8m 0.09% Added +994.5k +994,495
18 STIFEL FINANCIAL CORP 0.09% of their portfolio ST. LOUIS, MO 884,679884.7k $97.7m $97.7m 0.09% Added +11.6k +11,620
19 Trust Co 8.18% of their portfolio MANHATTAN, KS 790,499790.5k $87.3m $87.3m 8.18% Added +24.8k +24,795
20 Americana Partners, LLC 2.25% of their portfolio Houston, TX 784,593784.6k $86.6m $86.6m 2.25% Added +373.1k +373,133
21 OAKWORTH CAPITAL, INC. 4.08% of their portfolio BIRMINGHAM, AL 698,718698.7k $77.1m $77.1m 4.08% Reduced -314.7k -314,675
22 ASSETMARK, INC 0.15% of their portfolio CONCORD, CA 670,664670.7k $74.0m $74.0m 0.15% Reduced -16.0k -15,972
23 Betterment LLC 0.14% of their portfolio NEW YORK, NY 651,818651.8k $72.0m $72.0m 0.14% Reduced -54.3k -54,327
24 Townsend & Associates, Inc 6.15% of their portfolio WESTMINSTER, CO 645,959646.0k $71.3m $71.3m 6.15% Added +21.6k +21,620
25 GFS Advisors, LLC 2.35% of their portfolio HOUSTON, TX 568,359568.4k $36.9m $36.9m 2.35% Added +441.0k +441,020
26 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 562,738562.7k $62.1m $62.1m 0.07% Reduced -199.8k -199,771
27 Rockefeller Capital Management L.P. 0.11% of their portfolio NEW YORK, NY 555,335555.3k $61.3m $61.3m 0.11% Added +27.3k +27,265
28 Cynosure Group, LLC 7.54% of their portfolio Salt Lake City, UT 546,422546.4k $60.3m $60.3m 7.54% Reduced -12.0k -12,007
29 TRUIST FINANCIAL CORP 0.08% of their portfolio CHARLOTTE, NC 540,099540.1k $59.6m $59.6m 0.08% Reduced -22.7k -22,689
30 White Lighthouse Investment Management Inc. 7.96% of their portfolio BEDFORD, MA 519,501519.5k $57.3m $57.3m 7.96% Added +47.1k +47,081
31 Acorns Advisers, LLC 0.40% of their portfolio IRVINE, CA 486,564486.6k $53.7m $53.7m 0.40% Added +19.5k +19,520
32 Gallagher Fiduciary Advisors, LLC 0.00% of their portfolio ROLLING MEADOWS, IL 479,208479.2k $4.8k $4.8k 0.00% Added +474.9k +474,863
33 Hansen & Associates Financial Group, Inc. 28.15% of their portfolio ROSEVILLE, CA 474,887474.9k $52.3m $52.3m 28.15% Reduced -18.6k -18,591
34 Ausdal Financial Partners, Inc. 2.11% of their portfolio Davenport, IA 427,077427.1k $47.1m $47.1m 2.11% Reduced -96.8k -96,803
35 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.23% of their portfolio Stamford, CT 417,431417.4k $46.1m $46.1m 0.23% Reduced -38.1k -38,136
36 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 415,538415.5k $45.9m $45.9m 0.06% Reduced -73.2k -73,208
37 A&I FINANCIAL SERVICES, LLC 20.81% of their portfolio LONE TREE, CO 397,877397.9k $43.9m $43.9m 20.81% New
38 Foundations Investment Advisors, LLC 0.54% of their portfolio PHOENIX, AZ 393,978394.0k $43.5m $43.5m 0.54% Added +37.4k +37,435
39 LaSalle St. Investment Advisors, LLC 5.98% of their portfolio ELMHURST, IL 384,338384.3k $42.4m $42.4m 5.98% Added +81.7k +81,707
40 Able Wealth Management LLC 11.34% of their portfolio Toms River, NJ 384,120384.1k $42.4m $42.4m 11.34% Added +13.9k +13,941
41 Summit Financial, LLC 0.54% of their portfolio PARSIPPANY, NJ 380,800380.8k $42.0m $42.0m 0.54% Added +155.6k +155,560
42 BANK OF NOVA SCOTIA 0.07% of their portfolio TORONTO, A6 366,024366.0k $40.4m $40.4m 0.07% Reduced -30.9k -30,874
43 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 357,161357.2k $39.4m $39.4m 0.04% Reduced -7.5k -7,538
44 Cerity Partners LLC 0.06% of their portfolio NEW YORK, NY 352,884352.9k $39.0m $39.0m 0.06% Reduced -116.3k -116,259
45 MASECO LLP 1.15% of their portfolio LONDON, X0 332,850332.9k $36.7m $36.7m 1.15% Reduced -7.8k -7,775
46 FINANCIAL CONSULATE, INC 4.52% of their portfolio HUNT VALLEY, MD 328,716328.7k $36.3m $36.3m 4.52% New
47 OPPENHEIMER & CO INC 0.44% of their portfolio NEW YORK, NY 326,348326.3k $36.0m $36.0m 0.44% Added +30.8k +30,822
48 Family Manage LLC 4.10% of their portfolio NEW YORK, NY 310,017310.0k $34.2m $34.2m 4.10% Added +9.2k +9,158
49 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 309,732309.7k $34.2m $34.2m 0.09% Reduced -60.0k -59,998
50 Advisory Services Network, LLC 0.43% of their portfolio ATLANTA, GA 294,329294.3k $32.5m $32.5m 0.43% Reduced -10.6k -10,588
51 Client First Capital LLC 13.86% of their portfolio SAN DIEGO, CA 285,502285.5k $31.5m $31.5m 13.86% Reduced -42.8k -42,774
52 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 281,409281.4k $31.1m $31.1m 0.05% Added +19.6k +19,604
53 Banco Santander, S.A. 0.25% of their portfolio Madrid, U3 279,368279.4k $30.8m $30.8m 0.25% Reduced -170.4k -170,408
54 Fund Evaluation Group, LLC 0.94% of their portfolio CINCINNATI, OH 277,555277.6k $30.6m $30.6m 0.94% Added +6.5k +6,461
55 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 267,729267.7k $29.6m $29.6m 0.00% Reduced -68.4k -68,368
56 ZEVIN ASSET MANAGEMENT LLC 4.07% of their portfolio BOSTON, MA 266,374266.4k $29.4m $29.4m 4.07% Added +54.9k +54,854
57 Modern Wealth Management, LLC 0.50% of their portfolio KANSAS CITY, MO 264,260264.3k $29.1m $29.1m 0.50% Reduced -13.1k -13,133
58 Bull Oak Capital, LLC 10.78% of their portfolio RANCHO SANTA FE, CA 254,134254.1k $28.1m $28.1m 10.78% Added +32.9k +32,870
59 Northwest Quadrant Wealth Management, LLC 5.75% of their portfolio BEND, OR 250,585250.6k $27.7m $27.7m 5.75% Reduced -3.6k -3,600
60 Blueprint Investment Partners LLC 2.72% of their portfolio GREENSBORO, NC 241,691241.7k $26.7m $26.7m 2.72% New
61 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 233,896233.9k $25.8m $25.8m 0.06% Added +71.6k +71,557
62 Allred Capital Management, LLC 9.31% of their portfolio Dallas, TX 231,639231.6k $25.6m $25.6m 9.31% Reduced -10.1k -10,062
63 Mullooly Asset Management, Inc. 9.35% of their portfolio WALL TOWNSHIP, NJ 229,384229.4k $25.3m $25.3m 9.35% Added +6.9k +6,916
64 Legacy Advisory Services, LLC 19.27% of their portfolio Exton, PA 228,697228.7k $25.2m $25.2m 19.27% Reduced -15.8k -15,836
65 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 218,748218.7k $24.1m $24.1m 0.03% Reduced -20.6k -20,608
66 Bulltick Wealth Management, LLC 5.26% of their portfolio Miami, FL 215,694215.7k $23.8m $23.8m 5.26% Reduced -91.2k -91,211
67 Alpha Zero LLC 11.92% of their portfolio BOCA RATON, FL 213,315213.3k $23.5m $23.5m 11.92% Added +97.5k +97,473
68 Mariner, LLC 0.03% of their portfolio Overland Park, KS 199,891199.9k $22.1m $22.1m 0.03% Reduced -13.1k -13,054
69 Sulzberger Capital Advisors, Inc. 21.08% of their portfolio MIAMI, FL 187,087187.1k $20.7m $20.7m 21.08% Reduced -39.1k -39,080
70 SUMITOMO MITSUI FINANCIAL GROUP, INC. 0.42% of their portfolio TOKYO, M0 185,685185.7k $20.5m $20.5m 0.42% Added +76.9k +76,895
71 Farther Finance Advisors, LLC 0.19% of their portfolio SAN FRANCISCO, CA 183,613183.6k $20.2m $20.2m 0.19% Added +11.6k +11,591
72 Sierra Legacy Group 15.36% of their portfolio Scottsdale, AZ 182,409182.4k $20.1m $20.1m 15.36% Reduced -12.7k -12,734
73 SIMON QUICK ADVISORS, LLC 0.91% of their portfolio MORRISTOWN, NJ 179,300179.3k $19.8m $19.8m 0.91% Reduced -4.6k -4,559
74 Norris Financial Group, LLC 6.46% of their portfolio GREENVILLE, SC 179,196179.2k $19.8m $19.8m 6.46% Added +145.7k +145,722
75 FIFTH THIRD BANCORP 0.04% of their portfolio CINCINNATI, OH 175,976176.0k $19.4m $19.4m 0.04% Added +175.5k +175,493
76 AdvisorNet Financial, Inc 0.99% of their portfolio MINNETONKA, MN 172,526172.5k $19.0m $19.0m 0.99% Added +19.3k +19,319
77 Strategic Wealth Partners, Ltd. 1.25% of their portfolio INDEPENDENCE, OH 162,783162.8k $18.0m $18.0m 1.25% Added +8.7k +8,658
78 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 160,535160.5k $17.7m $17.7m 0.01% Added +7.0k +6,962
79 KFA Private Wealth Group, LLC 4.20% of their portfolio Tysons, VA 158,415158.4k $17.5m $17.5m 4.20% Added +320 +320
80 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 157,317157.3k $17.4m $17.4m 0.02% Reduced -19.4k -19,438
81 Financial Engines Advisors L.L.C. 0.04% of their portfolio SANTA CLARA, CA 157,040157.0k $17.3m $17.3m 0.04% Added +5.6k +5,561
82 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 7.20% of their portfolio DUNMORE, PA 155,706155.7k $17.2m $17.2m 7.20% Reduced -7.3k -7,262
83 Midwest Professional Planners, LTD. 4.04% of their portfolio WAUSAU, WI 155,474155.5k $17.2m $17.2m 4.04% Added +13.7k +13,748
84 M. Kulyk & Associates, LLC 3.20% of their portfolio DECATUR, GA 155,128155.1k $17.1m $17.1m 3.20% Reduced -7.0k -7,021
85 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 152,620152.6k $16.8m $16.8m 0.01% Reduced -309.4k -309,446
86 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 145,787145.8k $16.1m $16.1m 0.06% Added +2.3k +2,321
87 Independent Solutions Wealth Management, LLC 2.36% of their portfolio Williamsville, NY 145,014145.0k $16.0m $16.0m 2.36% Added +33.3k +33,315
88 Fairvoy Private Wealth, LLC 3.82% of their portfolio BIRMINGHAM, AL 144,859144.9k $16.0m $16.0m 3.82% Added +11.1k +11,067
89 Presidio Capital Management, LLC 4.61% of their portfolio SAN DIEGO, CA 143,842143.8k $15.9m $15.9m 4.61% Reduced -6.9k -6,869
90 Beacon Pointe Advisors, LLC 0.08% of their portfolio NEWPORT BEACH, CA 142,763142.8k $15.8m $15.8m 0.08% Reduced -2.4k -2,408
91 Mascoma Wealth Management LLC 3.20% of their portfolio HANOVER, NH 140,462140.5k $15.5m $15.5m 3.20% Reduced -54.3k -54,302
92 Equitable Holdings, Inc. 0.10% of their portfolio NEW YORK, NY 138,295138.3k $15.2m $15.2m 0.10% Added +79.5k +79,474
93 PRINCIPAL SECURITIES, INC. 0.22% of their portfolio DES MOINES, IA 137,329137.3k $15.2m $15.2m 0.22% Added +113.0k +113,041
94 Smithfield Trust Co 0.65% of their portfolio PITTSBURGH, PA 134,826134.8k $14.9m $14.9m 0.65% Added +2.1k +2,081
95 ANCHOR CAPITAL ADVISORS LLC 0.42% of their portfolio Boston, MA 134,791134.8k $14.9m $14.9m 0.42% Reduced -1.3k -1,325
96 IPG Investment Advisors LLC 2.48% of their portfolio SAN DIEGO, CA 130,628130.6k $14.4m $14.4m 2.48% Reduced -15.7k -15,747
97 PERSONAL CFO SOLUTIONS, LLC 1.99% of their portfolio CHESTER, NJ 128,329128.3k $14.2m $14.2m 1.99% New
98 Silicon Valley Capital Partners 1.39% of their portfolio SAN JOSE, CA 128,263128.3k $14.2m $14.2m 1.39% Reduced -3.7k -3,719
99 NerdWallet Wealth Partners, LLC 6.13% of their portfolio NEW YORK, NY 127,248127.2k $14.0m $14.0m 6.13% Reduced -8.9k -8,950
100 KWMG, LLC 1.16% of their portfolio OVERLAND PARK, KS 125,721125.7k $13.9m $13.9m 1.16% Added +5.1k +5,140