Vault-13

ISHARES U S ETF TR NEAR

SHORT DURATION B · ETP · CUSIP 46431W507

365 institutional holders +17 vs Q4 2024
40,105,55640.1m shares reported held*
$2.0bnreported value*
45 new 135 added 114 reduced 26 sold out net bought ≈ $170.8m (+3.3m 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 ($9.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.80. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 338Q4 22: 359Q1 23: 340Q2 23: 331Q3 23: 335Q4 23: 340Q1 24: 330Q2 24: 322Q3 24: 328Q4 24: 348Q1 25: 365365Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022338
Q4 2022359
Q1 2023340
Q2 2023331
Q3 2023335
Q4 2023340
Q1 2024330
Q2 2024322
Q3 2024328
Q4 2024348
Q1 2025365

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 23: 120 bought or addedQ2 23: 176 cut or sold outQ3 23: 134 bought or addedQ3 23: 170 cut or sold outQ3 23Q4 23: 128 bought or addedQ4 23: 166 cut or sold outQ1 24: 145 bought or addedQ1 24: 154 cut or sold outQ1 24Q2 24: 131 bought or addedQ2 24: 165 cut or sold outQ3 24: 133 bought or addedQ3 24: 148 cut or sold outQ3 24Q4 24: 155 bought or addedQ4 24: 144 cut or sold outQ1 25: 180 bought or addedQ1 25: 140 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023120176
Q3 2023134170
Q4 2023128166
Q1 2024145154
Q2 2024131165
Q3 2024133148
Q4 2024155144
Q1 2025180140

Biggest buyers

Summit Financial, LLC New +718,511+718.5k
New Millennium Group LLC New +463,195+463.2k
WELLS FARGO & COMPANY/MN Added +385,128+385.1k
Americana Partners, LLC New +377,552+377.6k
DT Investment Partners, LLC New +358,372+358.4k
Bramshill Investments, LLC Added +259,730+259.7k
AMERIPRISE FINANCIAL INC Added +216,744+216.7k
LPL Financial LLC Added +198,499+198.5k
NewEdge Advisors, LLC Added +181,053+181.1k
Cambridge Investment Research Advisors, Inc. Added +171,142+171.1k

Biggest sellers

Corient Private Wealth LP Sold out -344,302-344.3k
Focus Partners Wealth Reduced -239,218-239.2k
MORGAN STANLEY Reduced -202,273-202.3k
Clark Capital Management Group, Inc. Reduced -154,419-154.4k
Kestra Advisory Services, LLC Reduced -145,466-145.5k
Essential Planning, LLC. Sold out -123,760-123.8k
BANK OF AMERICA CORP /DE/ Reduced -121,947-121.9k
BlackRock, Inc. Reduced -105,988-106.0k
JANE STREET GROUP, LLC Reduced -79,225-79.2k
BANK OF MONTREAL /CAN/ Reduced -51,748-51.7k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bramshill Investments, LLC 18.09% of their portfolio NAPLES, FL 3,483,6863.5m $177.2m $177.2m 18.09% Added +259.7k +259,730
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,219,2383.2m $163.8m $163.8m 0.01% Reduced -121.9k -121,947
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,668,7592.7m $135.8m $135.8m 0.01% Reduced -202.3k -202,273
4 Clearwater Capital Advisors, LLC 12.85% of their portfolio HOFFMAN ESTATES, IL 2,613,8002.6m $133.0m $133.0m 12.85% Added +62.0k +62,036
5 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 2,392,1082.4m $121.7m $121.7m 0.05% Added +198.5k +198,499
6 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 2,328,8912.3m $118.5m $118.5m 0.03% Added +385.1k +385,128
7 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,341,1531.3m $68.2m $68.2m 0.03% Added +10.1k +10,058
8 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,133,6811.1m $57.7m $57.7m 0.01% Added +53.7k +53,663
9 BlackRock, Inc. 0.00% of their portfolio New York, NY 845,105845.1k $43.0m $43.0m 0.00% Reduced -106.0k -105,988
10 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 750,979751.0k $38.1m $38.1m 0.01% Added +216.7k +216,744
11 Summit Financial, LLC 1.02% of their portfolio PARSIPPANY, NJ 718,511718.5k $36.6m $36.6m 1.02% New
12 Cambridge Investment Research Advisors, Inc. 0.12% of their portfolio FAIRFIELD, IA 704,553704.6k $35.8m $35.8m 0.12% Added +171.1k +171,142
13 RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio NEW YORK, NY 682,800682.8k $34.7m $34.7m 0.05% Added +157.0k +157,000
14 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 619,499619.5k $31.5m $31.5m 0.01% Added +164.4k +164,435
15 DONALDSON CAPITAL MANAGEMENT, LLC 1.10% of their portfolio EVANSVILLE, IN 572,960573.0k $29.1m $29.1m 1.10% Reduced -33.5k -33,490
16 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 567,649567.6k $28.9m $28.9m 0.01% Added +137.5k +137,456
17 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 563,124563.1k $28.6m $28.6m 0.06% Added +63.7k +63,714
18 New Millennium Group LLC 15.47% of their portfolio SANDY, UT 463,195463.2k $23.6m $23.6m 15.47% New
19 Americana Partners, LLC 0.75% of their portfolio Houston, TX 377,552377.6k $19.2m $19.2m 0.75% New
20 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 370,370370.4k $16.2m $16.2m 0.04% Reduced -27.8k -27,831
21 DT Investment Partners, LLC 1.76% of their portfolio CHADDS FORD, PA 358,372358.4k $18.2m $18.2m 1.76% New
22 CWM, LLC 0.07% of their portfolio OMAHA, NE 352,035352.0k $17.9m $17.9m 0.07% Reduced -8.4k -8,397
23 NewEdge Advisors, LLC 0.10% of their portfolio NEW ORLEANS, LA 341,718341.7k $17.4m $17.4m 0.10% Added +181.1k +181,053
24 Members Advisory Group LLC 6.94% of their portfolio WILLIAMSVILLE, NY 326,250326.2k $16.6m $16.6m 6.94% Reduced -31.0k -31,001
25 Union Bancaire Privee, UBP SA 0.32% of their portfolio GENEVA 1, V8 325,577325.6k $16.6m $16.6m 0.32% Reduced -976 -976
26 SECURIAN ASSET MANAGEMENT, INC 0.49% of their portfolio ST PAUL, MN 318,620318.6k $16.2m $16.2m 0.49% Unchanged
27 Alexander Randolph Advisory, Inc. 14.68% of their portfolio MCLEAN, VA 294,753294.8k $15.0m $15.0m 14.68% Reduced -8.6k -8,558
28 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 273,449273.4k $13.9m $13.9m 0.03% Added +72.4k +72,431
29 KWMG, LLC 1.38% of their portfolio OVERLAND PARK, KS 267,086267.1k $13.6m $13.6m 1.38% Reduced -5.9k -5,869
30 Integrated Investment Consultants, LLC 2.61% of their portfolio BLOOMFIELD HILLS, MI 257,247257.2k $13.1m $13.1m 2.61% Added +82.3k +82,342
31 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 242,516242.5k $12.3m $12.3m 0.03% Reduced -239.2k -239,218
32 AVANTAX ADVISORY SERVICES, INC. 0.07% of their portfolio DALLAS, TX 240,305240.3k $12.2m $12.2m 0.07% Added +38.3k +38,305
33 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 232,569232.6k $11.8m $11.8m 0.01% Added +50.8k +50,827
34 MBM WEALTH CONSULTANTS, LLC 3.48% of their portfolio CHESTERFIELD, MO 231,482231.5k $11.8m $11.8m 3.48% Added +15.0k +15,044
35 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 214,609214.6k $10.9m $10.9m 0.02% Reduced -4.8k -4,835
36 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 213,407213.4k $10.9m $10.9m 0.02% Added +38.3k +38,295
37 Brookwood Investment Group LLC 1.85% of their portfolio PHOENIX, AZ 211,549211.5k $10.8m $10.8m 1.85% First filing
38 Ifrah Financial Services, Inc. 2.84% of their portfolio Little Rock, AR 194,495194.5k $9.9m $9.9m 2.84% Added +6.3k +6,284
39 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 193,844193.8k $9.9m $9.9m 0.01% Reduced -33.4k -33,440
40 INTEGRITY ALLIANCE, LLC. 0.38% of their portfolio Urbandale, IA 187,958188.0k $9.6m $9.6m 0.38% Added +44.3k +44,301
41 Klaas Financial Asset Advisors, LLC 1.58% of their portfolio LOVES PARK, IL 179,857179.9k $9.1m $9.1m 1.58% Added +2.6k +2,582
42 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 177,815177.8k $9.0m $9.0m 0.05% Added +145.5k +145,499
43 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 177,231177.2k $9.0m $9.0m 0.00% Reduced -51.7k -51,748
44 Semmax Financial Advisors Inc. 2.30% of their portfolio Winston Salem, NC 167,746167.7k $8.5m $8.5m 2.30% Added +12.3k +12,272
45 Forbes Financial Planning, Inc. 6.01% of their portfolio EAST GREENWICH, RI 159,620159.6k $8.1m $8.1m 6.01% Reduced -4.6k -4,644
46 OneDigital Investment Advisors LLC 0.09% of their portfolio OVERLAND PARK, KS 157,226157.2k $8.0m $8.0m 0.09% Added +6.9k +6,928
47 PROATHLETE WEALTH MANAGEMENT LLC 2.78% of their portfolio BOCA RATON, FL 149,778149.8k $7.6m $7.6m 2.78% Added +3.0k +2,962
48 WBH ADVISORY INC 0.71% of their portfolio BALTIMORE, MD 149,223149.2k $7.6m $7.6m 0.71% Added +10.6k +10,550
49 VALLEY NATIONAL ADVISERS INC 1.30% of their portfolio BETHLEHEM, PA 142,044142.0k $7.2m $7.2m 1.30% Added +20.4k +20,404
50 AXXCESS WEALTH MANAGEMENT, LLC 0.20% of their portfolio CARLSBAD, CA 141,383141.4k $7.2m $7.2m 0.20% Added +20.3k +20,273
51 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 135,223135.2k $6.9m $6.9m 0.01% Added +16.3k +16,257
52 Apex Wealth Management, LLC 5.98% of their portfolio BEDFORD, NH 130,793130.8k $6.7m $6.7m 5.98% Added +37.3k +37,252
53 OPPENHEIMER & CO INC 0.10% of their portfolio NEW YORK, NY 124,557124.6k $6.3m $6.3m 0.10% Added +24.2k +24,176
54 STALEY CAPITAL ADVISERS INC 0.28% of their portfolio PITTSBURGH, PA 122,150122.2k $6.2m $6.2m 0.28% Unchanged
55 Montecito Bank & Trust 1.09% of their portfolio SANTA BARBARA, CA 121,234121.2k $6.2m $6.2m 1.09% Added +5.8k +5,847
56 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 115,183115.2k $5.9m $5.9m 0.02% Reduced -38.7k -38,672
57 San Luis Wealth Advisors LLC 1.32% of their portfolio SAN LUIS OBISPO, CA 114,412114.4k $5.8m $5.8m 1.32% Added +27.1k +27,112
58 LOWE BROCKENBROUGH & CO INC 0.38% of their portfolio RICHMOND, VA 113,527113.5k $5.8m $5.8m 0.38% Reduced -7.3k -7,300
59 Mariner, LLC 0.01% of their portfolio Overland Park, KS 112,018112.0k $5.7m $5.7m 0.01% Added +61.0k +61,039
60 FINANCIAL MANAGEMENT NETWORK INC 1.27% of their portfolio MISSION VIEJO, CA 111,926111.9k $5.7m $5.7m 1.27% Reduced -3.2k -3,239
61 Gladstone Institutional Advisory LLC 0.26% of their portfolio Bedminster, NJ 110,080110.1k $5.6m $5.6m 0.26% Reduced -115 -115
62 EXENCIAL WEALTH ADVISORS, LLC 0.20% of their portfolio OKLAHOMA CITY, OK 108,822108.8k $5.5m $5.5m 0.20% Reduced -7.9k -7,852
63 Waverly Advisors, LLC 0.07% of their portfolio BIRMINGHAM, AL 105,809105.8k $5.4m $5.4m 0.07% Reduced -1.4k -1,384
64 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 104,632104.6k $5.3m $5.3m 0.01% Unchanged
65 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 104,444104.4k $5.3m $5.3m 0.04% Added +4.3k +4,255
66 JACOBSON & SCHMITT ADVISORS, LLC 1.08% of their portfolio MIDDLETON, WI 103,614103.6k $5.3m $5.3m 1.08% Added +4.4k +4,433
67 RED CRANE WEALTH MANAGEMENT, LLC 5.02% of their portfolio SAN FRANCISCO, CA 103,017103.0k $5.2m $5.2m 5.02% Reduced -8.2k -8,244
68 Canal Insurance CO 1.20% of their portfolio Greenville, SC 100,000100.0k $5.1m $5.1m 1.20% Added +22.0k +22,000
69 Caliber Wealth Management, LLC / KS 0.63% of their portfolio Overland Park, KS 90,51890.5k $4.6m $4.6m 0.63% First filing
70 Rollins Financial Advisors, LLC 0.79% of their portfolio ATLANTA, GA 89,24289.2k $4.5m $4.5m 0.79% Added +9.6k +9,572
71 BRADY FAMILY WEALTH, LLC 1.37% of their portfolio SAINT LOUIS, MO 84,21484.2k $4.3m $4.3m 1.37% Added +1.6k +1,631
72 Values First Advisors, Inc. 2.47% of their portfolio JOHNSON CITY, TN 83,35283.4k $4.2m $4.2m 2.47% Added +52 +52
73 Clayton Financial Group LLC 1.50% of their portfolio ST. LOUIS, MO 80,33380.3k $4.1m $4.1m 1.50% Added +4.5k +4,492
74 Van Hulzen Asset Management, LLC 0.37% of their portfolio EL DORADO HILLS, CA 79,77779.8k $4.1m $4.1m 0.37% Added +5.2k +5,172
75 PEAPACK GLADSTONE FINANCIAL CORP 0.06% of their portfolio BEDMINSTER, NJ 76,44976.4k $3.9m $3.9m 0.06% New
76 Sage Capital Advisors,llc 0.97% of their portfolio SIOUX FALLS, SD 72,52972.5k $3.7m $3.7m 0.97% Reduced -35 -35
77 CARY STREET PARTNERS FINANCIAL LLC 0.11% of their portfolio RICHMOND, VA 70,92870.9k $3.6m $3.6m 0.11% Added +38.2k +38,168
78 &PARTNERS 0.04% of their portfolio NASHVILLE, TN 65,94265.9k $3.4m $3.4m 0.04% Added +52.6k +52,626
79 Sigma Planning Corp 0.11% of their portfolio ANN ARBOR, MI 65,90865.9k $3.4m $3.4m 0.11% Added +1.8k +1,770
80 Sovereign Financial Group, Inc. 0.76% of their portfolio STAMFORD, CT 64,93664.9k $3.3m $3.3m 0.76% Added +4.7k +4,697
81 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 64,65964.7k $3.3m $3.3m 0.00% Added +2.5k +2,540
82 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 63,91463.9k $3.3m $3.3m 0.02% Reduced -145.5k -145,466
83 KKM Financial LLC 1.35% of their portfolio CHICAGO, IL 62,82962.8k $3.2m $3.2m 1.35% Added +5.3k +5,313
84 Guardian Wealth Advisors, LLC 2.01% of their portfolio ST LOUIS PARK, MN 61,69261.7k $3.1m $3.1m 2.01% Added +50 +50
85 GeoWealth Management, LLC 0.12% of their portfolio CHICAGO, IL 60,34360.3k $3.1m $3.1m 0.12% Added +923 +923
86 Perennial Investment Advisors, LLC 0.34% of their portfolio Los Angeles, CA 59,34059.3k $3.0m $3.0m 0.34% New
87 GC Wealth Management RIA, LLC 0.54% of their portfolio Cambridge, MA 58,20858.2k $3.0m $3.0m 0.54% Reduced -466 -466
88 Belpointe Asset Management LLC 0.15% of their portfolio RENO, NV 56,43256.4k $2.9m $2.9m 0.15% Reduced -2.1k -2,067
89 Astor Investment Management LLC 1.50% of their portfolio CHICAGO, IL 55,49355.5k $2.8m $2.8m 1.50% Added +35.9k +35,919
90 Patten Group, Inc. 0.64% of their portfolio CHATTANOOGA, TN 54,92654.9k $2.8m $2.8m 0.64% Added +4.0k +4,041
91 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 54,86354.9k $2.8m $2.8m 0.01% Reduced -9.4k -9,408
92 Brookstone Capital Management 0.04% of their portfolio WHEATON, IL 54,56154.6k $2.8m $2.8m 0.04% Reduced -6.7k -6,745
93 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 54,03854.0k $2.7m $2.7m 0.01% Reduced -1.4k -1,388
94 LVW Advisors, LLC 0.33% of their portfolio PITTSFORD, NY 53,90953.9k $2.7m $2.7m 0.33% Added +3.3k +3,342
95 Betterment LLC 0.01% of their portfolio NEW YORK, NY 52,84852.8k $2.7m $2.7m 0.01% Reduced -743 -743
96 Arkfeld Wealth Strategies, L.L.C. 1.13% of their portfolio OMAHA, NE 51,32051.3k $2.6m $2.6m 1.13% Reduced -1.6k -1,628
97 Financial Advocates Investment Management 0.18% of their portfolio OLYMPIA, WA 49,84749.8k $2.5m $2.5m 0.18% Reduced -1.7k -1,715
98 INDEPENDENT FINANCIAL GROUP, LLC 0.09% of their portfolio SAN DIEGO, CA 49,81749.8k $2.5m $2.5m 0.09% Reduced -5.7k -5,680
99 Mutual Advisors, LLC 0.07% of their portfolio OMAHA, NE 49,63449.6k $2.5m $2.5m 0.07% Reduced -24.5k -24,474
100 Wescott Financial Advisory Group, LLC 0.26% of their portfolio Philadelphia, PA 48,48448.5k $2.5m $2.5m 0.26% Added +3.6k +3,592