ISHARES U S ETF TR NEAR
SHORT DURATION B · ETP · CUSIP 46431W507
338
institutional holders
61.4m
shares reported held*
$3.0bnreported value*
* 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 ($9.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.10. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
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.
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.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution new · filed 2026-08-06 | 6.0% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 8.1m $397.9m | — |
| MORGAN STANLEY 0.05% of their portfolio | 7.2m $354.7m | — |
| EP Wealth Advisors, LLC 6.33% of their portfolio | 5.7m $279.2m | — |
| FMR LLC 0.01% of their portfolio | 2.9m $143.0m | — |
| UBS Group AG 0.06% of their portfolio | 2.2m $109.2m | — |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 2.2m $107.5m | — |
| TAP Consulting, LLC 27.17% of their portfolio | 2.1m $101.5m | — |
| Bramshill Investments, LLC 13.88% of their portfolio | 2.0m $97.9m | — |
| Raymond James Financial Services Advisors, Inc. 0.18% of their portfolio | 1.6m $80.9m | — |
| LPL Financial LLC 0.07% of their portfolio | 1.4m $71.2m | — |
| BlackRock Inc. 0.00% of their portfolio | 1.4m $70.6m | — |
| TRUSTCORE FINANCIAL SERVICES, LLC 6.54% of their portfolio | 1.4m $68.9m | — |
| Clearwater Capital Advisors, LLC 8.05% of their portfolio | 1.2m $58.3m | — |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 920.6k $45.3m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 826.1k $40.7m | — |
| SUN LIFE FINANCIAL INC 3.20% of their portfolio | 810.3k $39.9m | — |
| DONALDSON CAPITAL MANAGEMENT, LLC 2.08% of their portfolio | 767.9k $37.8m | — |
| Cambridge Investment Research Advisors, Inc. 0.18% of their portfolio | 643.4k $31.7m | — |
| Brookstone Capital Management 0.71% of their portfolio | 620.5k $30.5m | — |
| SECURIAN ASSET MANAGEMENT, INC 0.80% of their portfolio | 542.0k $26.7m | — |
| Kore Private Wealth LLC 4.73% of their portfolio | 531.1k $26.2m | — |
| Columbia Trust Co 01012016 13.97% of their portfolio | 502.5k $24.8m | — |
| OSAIC HOLDINGS, INC. 0.05% of their portfolio | 475.7k $23.4m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio | 441.7k $21.8m | — |
| RETIREMENT CAPITAL STRATEGIES 9.93% of their portfolio | 440.7k $21.7m | — |
| InterOcean Capital Group, LLC 0.75% of their portfolio | 368.5k $18.2m | — |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 333.9k $16.5m | — |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 312.8k $15.4m | — |
| Belpointe Asset Management LLC 1.04% of their portfolio | 312.6k $15.4m | — |
| Rosenberg Matthew Hamilton 5.81% of their portfolio | 304.9k $15.0m | — |
| Stillwater Capital Advisors, LLC 3.39% of their portfolio | 301.6k $14.9m | — |
| STALEY CAPITAL ADVISERS INC 0.46% of their portfolio | 292.1k $14.4m | — |
| Montecito Bank & Trust 3.66% of their portfolio | 285.2k $14.1m | — |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 277.1k $13.7m | — |
| MML INVESTORS SERVICES, LLC 0.10% of their portfolio | 274.1k $13.5m | — |
| ASSETMARK, INC 0.06% of their portfolio | 256.1k $12.6m | — |
| CFS Investment Advisory Services, LLC 0.06% of their portfolio | 239.4k $240.0k | — |
| Klaas Financial Asset Advisors, LLC 2.82% of their portfolio | 225.3k $11.1m | — |
| American Portfolios Advisors 0.46% of their portfolio | 221.0k $10.9m | — |
| Betterment LLC 0.04% of their portfolio | 217.8k $10.7m | — |
| LOWE BROCKENBROUGH & CO INC 1.01% of their portfolio | 213.3k $10.5m | — |
| Aaron Wealth Advisors LLC 1.93% of their portfolio | 212.5k $10.5m | — |
| KWMG, LLC 1.60% of their portfolio | 211.6k $10.4m | — |
| UBP Investment Advisors SA 4.88% of their portfolio | 192.2k $9.5m | — |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 181.1k $8.9m | — |
| Sand Hill Global Advisors, LLC 0.53% of their portfolio | 172.1k $8.5m | — |
| Ifrah Financial Services, Inc. 2.89% of their portfolio | 171.0k $8.4m | — |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 168.4k $8.3m | — |
| SHUFRO ROSE & CO LLC 0.82% of their portfolio | 166.7k $8.2m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio | 161.8k $8.0m | — |
| TRUIST FINANCIAL CORP 0.02% of their portfolio | 160.3k $7.9m | — |
| Gladstone Institutional Advisory LLC 0.61% of their portfolio | 157.8k $7.8m | — |
| Roble, Belko & Company, Inc 1.86% of their portfolio | 155.4k $7.7m | — |
| FINANCIAL LIFE ADVISORS 3.81% of their portfolio | 154.3k $7.6m | — |
| Windsor Wealth Management, Inc. 1.86% of their portfolio | 152.2k $7.5m | — |
| Private Advisor Group, LLC 0.08% of their portfolio | 149.5k $7.4m | — |
| Klingman & Associates, LLC 0.72% of their portfolio | 148.9k $7.3m | — |
| NAPLES GLOBAL ADVISORS, LLC 1.01% of their portfolio | 148.8k $7.3m | — |
| Cetera Investment Advisers 0.11% of their portfolio | 140.5k $6.9m | — |
| Ameliora Wealth Management Ltd. 3.72% of their portfolio | 139.8k $6.9m | — |
| AXXCESS WEALTH MANAGEMENT, LLC 0.69% of their portfolio | 139.0k $6.8m | — |
| Smithfield Trust Co 0.49% of their portfolio | 138.7k $6.8m | — |
| Cetera Advisor Networks LLC 0.08% of their portfolio | 138.1k $6.8m | — |
| Waverly Advisors, LLC 0.48% of their portfolio | 137.2k $6.8m | — |
| Van Hulzen Asset Management, LLC 0.78% of their portfolio | 128.0k $6.3m | — |
| Astor Investment Management LLC 1.75% of their portfolio | 124.3k $6.1m | — |
| Steward Partners Investment Advisory, LLC 0.11% of their portfolio | 120.1k $5.9m | — |
| EXENCIAL WEALTH ADVISORS, LLC 0.35% of their portfolio | 117.3k $5.8m | — |
| PARAGON CAPITAL MANAGEMENT INC 5.53% of their portfolio | 114.8k $5.7m | — |
| OPPENHEIMER & CO INC 0.13% of their portfolio | 112.6k $5.5m | — |
| HANCOCK WHITNEY CORP 0.23% of their portfolio | 111.6k $5.5m | — |
| Cornerstone Management, Inc. 1.49% of their portfolio | 111.3k $5.5m | — |
| EverSource Wealth Advisors, LLC 1.25% of their portfolio | 111.2k $5.5m | — |
| SPINNAKER TRUST 0.44% of their portfolio | 107.7k $5.3m | — |
| Values First Advisors, Inc. 3.76% of their portfolio | 106.3k $5.2m | — |
| Friedenthal Financial 3.57% of their portfolio | 104.1k $5.1m | — |
| PINNACLE ASSOCIATES LTD 0.11% of their portfolio | 101.5k $5.0m | — |
| NewEdge Advisors, LLC 0.08% of their portfolio | 101.2k $5.0m | — |
| CNA FINANCIAL CORP 1.87% of their portfolio | 100.0k $4.9m | — |
| Canal Insurance CO 1.48% of their portfolio | 100.0k $4.9m | — |
| Clark Capital Management Group, Inc. 0.06% of their portfolio | 96.1k $4.7m | — |
| Brand Asset Management Group, Inc. 2.59% of their portfolio | 94.9k $4.7m | — |
| Vanguard Personalized Indexing Management, LLC 0.21% of their portfolio | 94.4k $4.6m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio | 92.1k $4.5m | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 88.7k $4.4m | — |
| San Luis Wealth Advisors LLC 4.56% of their portfolio | 88.5k $4.4m | — |
| AE Wealth Management LLC 0.03% of their portfolio | 86.3k $4.2m | — |
| WHITE PINE CAPITAL LLC 1.75% of their portfolio | 85.4k $4.2m | — |
| Guardian Wealth Advisors, LLC 4.02% of their portfolio | 84.0k $4.1m | — |
| Arkfeld Wealth Strategies, L.L.C. 2.81% of their portfolio | 82.7k $4.1m | — |
| Mariner, LLC 0.02% of their portfolio | 77.8k $3.8m | — |
| VALLEY NATIONAL ADVISERS INC 0.78% of their portfolio | 76.4k $3.8m | — |
| Sage Capital Advisors,llc 1.85% of their portfolio | 73.7k $3.6m | — |
| Syverson Strege & Co 1.80% of their portfolio | 72.0k $3.5m | — |
| WEALTHSOURCE PARTNERS, LLC 0.26% of their portfolio | 71.9k $3.5m | — |
| MOSELEY INVESTMENT MANAGEMENT INC 2.38% of their portfolio | 65.8k $3.2m | — |
| WBH ADVISORY INC 0.47% of their portfolio | 65.7k $3.2m | — |
| BEACON FINANCIAL GROUP 0.49% of their portfolio | 63.9k $3.1m | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.13% of their portfolio | 63.7k $3.1m | — |
| CWM, LLC 0.02% of their portfolio | 59.6k $2.9m | — |