Vault-13

ISHARES U S ETF TR NEAR

SHORT DURATION B · ETP · CUSIP 46431W507

359 institutional holders +21 vs Q3 2022
61,697,54261.7m shares reported held*
$3.0bnreported value*
40 new 83 added 157 reduced 29 sold out net bought ≈ $36.8m (+514.5k 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 ($9.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.14. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 338Q4 22: 359359Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022338
Q4 2022359

Biggest buyers

BlackRock Inc. Added +2,533,051+2.5m
UNITED SERVICES AUTOMOBILE ASSOCIATION New +1,899,309+1.9m
PLANNING ALTERNATIVES LTD /ADV New +1,200,605+1.2m
Kiwi Wealth Investments Limited Partnership New +922,316+922.3k
BANK OF AMERICA CORP /DE/ Added +735,192+735.2k
EP Wealth Advisors, LLC Added +473,108+473.1k
Crestone Asset Management LLC New +387,589+387.6k
San Luis Wealth Advisors LLC Added +186,296+186.3k
Aaron Wealth Advisors LLC Added +172,945+172.9k
TRUIST FINANCIAL CORP Added +114,323+114.3k

Biggest sellers

MORGAN STANLEY Reduced -2,559,983-2.6m
FMR LLC Reduced -611,144-611.1k
WELLS FARGO & COMPANY/MN Reduced -510,836-510.8k
RETIREMENT CAPITAL STRATEGIES Reduced -436,480-436.5k
InterOcean Capital Group, LLC Reduced -337,238-337.2k
TAP Consulting, LLC Reduced -288,811-288.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -285,505-285.5k
ASSETMARK, INC Reduced -254,892-254.9k
JANE STREET GROUP, LLC Reduced -242,966-243.0k
CFS Investment Advisory Services, LLC Reduced -234,675-234.7k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $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.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution new · filed 2026-08-06 6.0% new 5.6m≈ $284.7m 2026-08-06

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 8,813,0178.8m $434.2m $434.2m 0.05% Added +735.2k +735,192
2 EP Wealth Advisors, LLC 5.45% of their portfolio TORRANCE, CA 6,141,7856.1m $302.6m $302.6m 5.45% Added +473.1k +473,108
3 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 4,639,9824.6m $228.6m $228.6m 0.03% Reduced -2.6m -2,559,983
4 BlackRock Inc. 0.01% of their portfolio New York, NY 3,965,5644.0m $195.4m $195.4m 0.01% Added +2.5m +2,533,051
5 FMR LLC 0.01% of their portfolio BOSTON, MA 2,291,2162.3m $112.9m $112.9m 0.01% Reduced -611.1k -611,144
6 UBS Group AG 0.05% of their portfolio ZURICH, V8 2,165,7332.2m $106.7m $106.7m 0.05% Reduced -51.3k -51,323
7 Bramshill Investments, LLC 11.10% of their portfolio NAPLES, FL 1,919,3751.9m $94.6m $94.6m 11.10% Reduced -67.4k -67,395
8 UNITED SERVICES AUTOMOBILE ASSOCIATION 2.14% of their portfolio SAN ANTONIO, TX 1,899,3091.9m $93.6m $93.6m 2.14% New
9 TAP Consulting, LLC 22.87% of their portfolio KIRKWOOD, MO 1,771,5121.8m $87.3m $87.3m 22.87% Reduced -288.8k -288,811
10 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,672,1611.7m $82.4m $82.4m 0.03% Reduced -510.8k -510,836
11 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 1,489,7741.5m $73.4m $73.4m 0.06% Added +44.5k +44,490
12 Raymond James Financial Services Advisors, Inc. 0.14% of their portfolio ST. PETERSBURG, FL 1,443,5191.4m $71.1m $71.1m 0.14% Reduced -198.8k -198,845
13 TRUSTCORE FINANCIAL SERVICES, LLC 5.74% of their portfolio BRENTWOOD, TN 1,325,0121.3m $65.3m $65.3m 5.74% Reduced -73.4k -73,417
14 PLANNING ALTERNATIVES LTD /ADV 10.77% of their portfolio BIRMINGHAM, MI 1,200,6051.2m $59.2m $59.2m 10.77% New
15 Clearwater Capital Advisors, LLC 7.51% of their portfolio HOFFMAN ESTATES, IL 1,169,3771.2m $57.6m $57.6m 7.51% Reduced -14.1k -14,106
16 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 930,475930.5k $45.8m $45.8m 0.02% Added +104.4k +104,375
17 Kiwi Wealth Investments Limited Partnership 3.02% of their portfolio WELLINGTON, Q2 922,316922.3k $45.4m $45.4m 3.02% New
18 SUN LIFE FINANCIAL INC 3.06% of their portfolio Toronto, A6 810,259810.3k $39.9m $39.9m 3.06% Unchanged
19 DONALDSON CAPITAL MANAGEMENT, LLC 1.81% of their portfolio EVANSVILLE, IN 751,913751.9k $37.0m $37.0m 1.81% Reduced -16.0k -16,013
20 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 705,057705.1k $34.7m $34.7m 0.01% Reduced -215.5k -215,515
21 Cambridge Investment Research Advisors, Inc. 0.16% of their portfolio FAIRFIELD, IA 641,003641.0k $31.6m $31.6m 0.16% Reduced -2.4k -2,418
22 Brookstone Capital Management 0.57% of their portfolio WHEATON, IL 571,236571.2k $28.2m $28.2m 0.57% Reduced -49.3k -49,265
23 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 540,654540.7k $26.6m $26.6m 0.05% Added +64.9k +64,909
24 SECURIAN ASSET MANAGEMENT, INC 0.74% of their portfolio ST PAUL, MN 539,595539.6k $26.6m $26.6m 0.74% Reduced -2.4k -2,390
25 Corient Private Wealth LP 0.09% of their portfolio MIAMI, FL 510,336510.3k $25.1m $25.1m 0.09% First filing
26 Crestone Asset Management LLC 4.01% of their portfolio BOULDER, CO 387,589387.6k $19.1m $19.1m 4.01% New
27 Aaron Wealth Advisors LLC 2.81% of their portfolio Chicago, IL 385,490385.5k $19.0m $19.0m 2.81% Added +172.9k +172,945
28 Rosenberg Matthew Hamilton 5.14% of their portfolio GRAND JUNCTION, CO 307,726307.7k $15.2m $15.2m 5.14% Added +2.9k +2,865
29 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 291,034291.0k $14.3m $14.3m 0.02% Added +13.9k +13,931
30 Columbia Trust Co 01012016 7.78% of their portfolio PORTLAND, OR 283,351283.4k $14.0m $14.0m 7.78% Reduced -219.1k -219,138
31 San Luis Wealth Advisors LLC 12.62% of their portfolio SAN LUIS OBISPO, CA 274,749274.7k $13.5m $13.5m 12.62% Added +186.3k +186,296
32 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 274,636274.6k $13.5m $13.5m 0.02% Added +114.3k +114,323
33 Sand Hill Global Advisors, LLC 0.70% of their portfolio Palo Alto, CA 252,006252.0k $12.4m $12.4m 0.70% Added +79.9k +79,934
34 Stillwater Capital Advisors, LLC 2.39% of their portfolio DEVON, PA 230,283230.3k $11.3m $11.3m 2.39% Reduced -71.3k -71,327
35 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 226,347226.3k $11.2m $11.2m 0.07% Reduced -47.7k -47,741
36 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 214,889214.9k $10.6m $10.6m 0.01% Reduced -119.0k -118,963
37 KWMG, LLC 1.47% of their portfolio OVERLAND PARK, KS 210,028210.0k $10.3m $10.3m 1.47% Reduced -1.6k -1,579
38 Cetera Advisor Networks LLC 0.08% of their portfolio EL SEGUNDO, CA 209,736209.7k $10.3m $10.3m 0.08% Added +71.7k +71,671
39 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 174,778174.8k $8.6m $8.6m 0.02% Added +6.4k +6,411
40 Ifrah Financial Services, Inc. 2.72% of their portfolio Little Rock, AR 168,263168.3k $8.3m $8.3m 2.72% Reduced -2.7k -2,690
41 Boulder Wealth Advisors, LLC 7.37% of their portfolio BOULDER, CO 167,268167.3k $8.2m $8.2m 7.37% First filing
42 STALEY CAPITAL ADVISERS INC 0.49% of their portfolio PITTSBURGH, PA 166,150166.2k $8.2m $8.2m 0.49% Reduced -126.0k -125,950
43 SHUFRO ROSE & CO LLC 0.67% of their portfolio NEW YORK, NY 160,434160.4k $7.9m $7.9m 0.67% Reduced -6.3k -6,289
44 Gladstone Institutional Advisory LLC 0.55% of their portfolio Bedminster, NJ 157,629157.6k $7.8m $7.8m 0.55% Reduced -216 -216
45 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 156,179156.2k $7.7m $7.7m 0.02% Reduced -285.5k -285,505
46 LOWE BROCKENBROUGH & CO INC 0.66% of their portfolio RICHMOND, VA 153,879153.9k $7.6m $7.6m 0.66% Reduced -59.4k -59,380
47 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 151,629151.6k $7.5m $7.5m 0.07% Added +11.2k +11,163
48 Ameliora Wealth Management Ltd. 3.93% of their portfolio ZURICH, V8 149,162149.2k $7.3m $7.3m 3.93% Added +9.4k +9,392
49 Montecito Bank & Trust 1.74% of their portfolio SANTA BARBARA, CA 145,421145.4k $7.2m $7.2m 1.74% Reduced -139.8k -139,821
50 Klaas Financial Asset Advisors, LLC 1.77% of their portfolio LOVES PARK, IL 144,339144.3k $7.1m $7.1m 1.77% Reduced -81.0k -81,009
51 VALLEY NATIONAL ADVISERS INC 1.21% of their portfolio BETHLEHEM, PA 136,941136.9k $6.8m $6.8m 1.21% Added +60.6k +60,564
52 EXENCIAL WEALTH ADVISORS, LLC 0.37% of their portfolio OKLAHOMA CITY, OK 136,659136.7k $6.7m $6.7m 0.37% Added +19.4k +19,367
53 Waverly Advisors, LLC 0.37% of their portfolio BIRMINGHAM, AL 136,061136.1k $6.7m $6.7m 0.37% Reduced -1.1k -1,136
54 Van Hulzen Asset Management, LLC 0.77% of their portfolio EL DORADO HILLS, CA 134,932134.9k $6.6m $6.6m 0.77% Added +7.0k +6,976
55 NAPLES GLOBAL ADVISORS, LLC 0.84% of their portfolio NAPLES, FL 134,727134.7k $6.6m $6.6m 0.84% Reduced -14.1k -14,120
56 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 134,304134.3k $6.6m $6.6m 0.03% Reduced -27.5k -27,533
57 Smithfield Trust Co 0.43% of their portfolio PITTSBURGH, PA 130,212130.2k $6.4m $6.4m 0.43% Reduced -8.4k -8,439
58 Windsor Wealth Management, Inc. 1.31% of their portfolio INDIANAPOLIS, IN 128,215128.2k $6.3m $6.3m 1.31% Reduced -24.0k -23,979
59 Clark Capital Management Group, Inc. 0.06% of their portfolio PHILADELPHIA, PA 125,772125.8k $6.2m $6.2m 0.06% Added +29.6k +29,630
60 Betterment LLC 0.02% of their portfolio NEW YORK, NY 118,816118.8k $5.9m $5.9m 0.02% Reduced -99.0k -98,952
61 OPPENHEIMER & CO INC 0.13% of their portfolio NEW YORK, NY 118,393118.4k $5.8m $5.8m 0.13% Added +5.8k +5,841
62 FLOW TRADERS U.S. LLC 0.29% of their portfolio NEW YORK, NY 117,250117.2k $5.8m $5.8m 0.29% Added +100.4k +100,434
63 Astor Investment Management LLC 1.69% of their portfolio CHICAGO, IL 112,397112.4k $5.5m $5.5m 1.69% Reduced -11.9k -11,893
64 PARAGON CAPITAL MANAGEMENT INC 5.14% of their portfolio Provo, UT 112,090112.1k $5.5m $5.5m 5.14% Reduced -2.7k -2,663
65 Total Clarity Wealth Management, Inc. 2.61% of their portfolio ST. CHARLES, IL 104,075104.1k $5.1m $5.1m 2.61% Added +73.6k +73,643
66 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 102,228102.2k $5.0m $5.0m 0.04% Added +66.8k +66,799
67 CNA FINANCIAL CORP 3.00% of their portfolio CHICAGO, IL 100,000100.0k $4.9m $4.9m 3.00% Unchanged
68 Canal Insurance CO 1.36% of their portfolio Greenville, SC 100,000100.0k $4.9m $4.9m 1.36% Unchanged
69 SPINNAKER TRUST 0.37% of their portfolio PORTLAND, ME 95,32195.3k $4.7m $4.7m 0.37% Reduced -12.3k -12,332
70 Brand Asset Management Group, Inc. 2.36% of their portfolio CHESTERFIELD, MO 94,87294.9k $4.7m $4.7m 2.36% Unchanged
71 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 92,93692.9k $204.7k $204.7k 0.01% Reduced -8.2k -8,242
72 Klingman & Associates, LLC 0.40% of their portfolio New York, NY 91,43491.4k $4.5m $4.5m 0.40% Reduced -57.5k -57,450
73 Belpointe Asset Management LLC 0.26% of their portfolio RENO, NV 87,75487.8k $4.3m $4.3m 0.26% Reduced -224.8k -224,838
74 AXXCESS WEALTH MANAGEMENT, LLC 0.35% of their portfolio CARLSBAD, CA 87,15387.2k $4.3m $4.3m 0.35% Reduced -51.8k -51,836
75 PINNACLE ASSOCIATES LTD 0.09% of their portfolio NEW YORK, NY 86,43286.4k $4.3m $4.3m 0.09% Reduced -15.1k -15,082
76 Mariner, LLC 0.01% of their portfolio Overland Park, KS 85,88585.9k $4.2m $4.2m 0.01% Added +8.1k +8,065
77 WEALTHSOURCE PARTNERS, LLC 0.30% of their portfolio SAN LUIS OBISPO, CA 84,63384.6k $4.2m $4.2m 0.30% Added +12.7k +12,728
78 Arkfeld Wealth Strategies, L.L.C. 2.69% of their portfolio OMAHA, NE 82,86082.9k $4.1m $4.1m 2.69% Added +184 +184
79 Guardian Wealth Advisors, LLC 3.59% of their portfolio ST LOUIS PARK, MN 81,97682.0k $4.0m $4.0m 3.59% Reduced -2.0k -2,010
80 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 81,88581.9k $212.4k $212.4k 0.01% Reduced -67.6k -67,573
81 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 79,05079.0k $3.9m $3.9m 0.01% Added +22.1k +22,130
82 Values First Advisors, Inc. 2.56% of their portfolio JOHNSON CITY, TN 74,60074.6k $3.7m $3.7m 2.56% Reduced -31.7k -31,670
83 Sage Capital Advisors,llc 1.59% of their portfolio SIOUX FALLS, SD 73,13473.1k $3.6m $3.6m 1.59% Reduced -527 -527
84 Syverson Strege & Co 1.58% of their portfolio WEST DES MOINES, IA 70,90870.9k $3.5m $3.5m 1.58% Reduced -1.1k -1,090
85 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 69,83269.8k $3.4m $3.4m 0.01% Reduced -243.0k -242,966
86 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 69,35969.4k $3.4m $3.4m 0.00% Reduced -19.3k -19,332
87 MOSELEY INVESTMENT MANAGEMENT INC 2.39% of their portfolio BRADENTON, FL 67,64067.6k $3.3m $3.3m 2.39% Added +1.9k +1,857
88 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 66,95067.0k $3.3m $3.3m 0.02% Reduced -19.3k -19,327
89 Crabel Capital Management, LLC 1.19% of their portfolio MILWAUKEE, WI 66,48466.5k $3.3m $3.3m 1.19% New
90 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 62,58262.6k $3.1m $3.1m 0.00% Added +24.9k +24,906
91 Integrated Advisors Network LLC 0.20% of their portfolio DALLAS, TX 61,84361.8k $3.0m $3.0m 0.20% Added +18.5k +18,544
92 HERITAGE WEALTH MANAGEMENT, LLC 0.43% of their portfolio PHOENIX, AZ 61,21061.2k $3.0m $3.0m 0.43% Added +29.7k +29,746
93 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 60,42360.4k $3.0m $3.0m 0.02% Reduced -31.7k -31,694
94 BRADY FAMILY WEALTH, LLC 1.22% of their portfolio SAINT LOUIS, MO 59,98460.0k $3.0m $3.0m 1.22% First filing
95 FINANCIAL MANAGEMENT NETWORK INC 1.31% of their portfolio MISSION VIEJO, CA 59,68159.7k $2.9m $2.9m 1.31% Added +44.3k +44,342
96 Roble, Belko & Company, Inc 0.62% of their portfolio SEWICKLEY, PA 59,45859.5k $2.9m $2.9m 0.62% Reduced -95.9k -95,942
97 Atria Wealth Solutions, Inc. 0.05% of their portfolio NEW YORK, NY 58,78858.8k $2.9m $2.9m 0.05% Added +20.6k +20,555
98 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 56,03756.0k $2.8m $2.8m 0.01% Reduced -3.4k -3,436
99 JACOBSON & SCHMITT ADVISORS, LLC 0.88% of their portfolio MIDDLETON, WI 55,90455.9k $2.8m $2.8m 0.88% Unchanged
100 BESSEMER GROUP INC 0.01% of their portfolio WOODBRIDGE, NJ 54,00054.0k $2.7m $2.7m 0.01% New