Vault-13

ISHARES U S ETF TR NEAR

SHORT DURATION B · ETP · CUSIP 46431W507

376 institutional holders +11 vs Q1 2025
41,490,61341.5m shares reported held*
$2.1bnreported value*
37 new 150 added 124 reduced 26 sold out net bought ≈ $77.8m (+1.5m 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 ($9.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $51.09. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q2 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: 365Q2 25: 376376Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025376

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 134 bought or addedQ3 23: 170 cut or sold outQ4 23: 128 bought or addedQ4 23: 166 cut or sold outQ4 23Q1 24: 145 bought or addedQ1 24: 154 cut or sold outQ2 24: 131 bought or addedQ2 24: 165 cut or sold outQ2 24Q3 24: 133 bought or addedQ3 24: 148 cut or sold outQ4 24: 155 bought or addedQ4 24: 144 cut or sold outQ4 24Q1 25: 180 bought or addedQ1 25: 140 cut or sold outQ2 25: 187 bought or addedQ2 25: 150 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023134170
Q4 2023128166
Q1 2024145154
Q2 2024131165
Q3 2024133148
Q4 2024155144
Q1 2025180140
Q2 2025187150

Biggest buyers

MORGAN STANLEY Added +492,412+492.4k
STIFEL FINANCIAL CORP Added +415,587+415.6k
ROYAL BANK OF CANADA Added +392,679+392.7k
Corient Private Wealth LP New +306,453+306.5k
BANK OF AMERICA CORP /DE/ Added +284,084+284.1k
WELLS FARGO & COMPANY/MN Added +280,288+280.3k
Proficio Capital Partners LLC New +275,970+276.0k
Cetera Investment Advisers Added +174,240+174.2k
LPL Financial LLC Added +170,353+170.4k
AMERIPRISE FINANCIAL INC Added +167,210+167.2k

Biggest sellers

Bramshill Investments, LLC Reduced -1,011,348-1.0m
New Millennium Group LLC Reduced -462,049-462.0k
RAYMOND JAMES FINANCIAL INC Reduced -364,078-364.1k
RENAISSANCE TECHNOLOGIES LLC Reduced -343,507-343.5k
Forbes Financial Planning, Inc. Reduced -131,839-131.8k
Thrivent Financial for Lutherans Sold out -104,632-104.6k
Apex Wealth Management, LLC Reduced -104,057-104.1k
NewEdge Advisors, LLC Reduced -90,819-90.8k
Clayton Financial Group LLC Sold out -80,333-80.3k
CAPTRUST FINANCIAL ADVISORS Reduced -75,899-75.9k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,503,3223.5m $179.0m $179.0m 0.01% Added +284.1k +284,084
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,161,1713.2m $161.5m $161.5m 0.01% Added +492.4k +492,412
3 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 2,609,1792.6m $133.3m $133.3m 0.03% Added +280.3k +280,288
4 Clearwater Capital Advisors, LLC 12.17% of their portfolio HOFFMAN ESTATES, IL 2,607,4642.6m $133.2m $133.2m 12.17% Reduced -6.3k -6,336
5 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,562,4612.6m $130.9m $130.9m 0.04% Added +170.4k +170,353
6 Bramshill Investments, LLC 13.21% of their portfolio NAPLES, FL 2,472,3382.5m $126.3m $126.3m 13.21% Reduced -1.0m -1,011,348
7 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,161,8071.2m $59.4m $59.4m 0.01% Added +28.1k +28,126
8 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,007,7931.0m $51.5m $51.5m 0.00% Added +162.7k +162,688
9 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 977,075977.1k $49.9m $49.9m 0.02% Reduced -364.1k -364,078
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 960,328960.3k $49.1m $49.1m 0.00% Added +392.7k +392,679
11 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 918,189918.2k $46.9m $46.9m 0.01% Added +167.2k +167,210
12 Cambridge Investment Research Advisors, Inc. 0.13% of their portfolio FAIRFIELD, IA 814,067814.1k $41.6m $41.6m 0.13% Added +109.5k +109,514
13 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 737,364737.4k $37.7m $37.7m 0.06% Added +174.2k +174,240
14 Summit Financial, LLC 0.82% of their portfolio PARSIPPANY, NJ 709,707709.7k $36.3m $36.3m 0.82% Reduced -8.8k -8,804
15 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 648,156648.2k $33.1m $33.1m 0.03% Added +415.6k +415,587
16 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 608,347608.3k $31.1m $31.1m 0.01% Reduced -11.2k -11,152
17 DONALDSON CAPITAL MANAGEMENT, LLC 0.95% of their portfolio EVANSVILLE, IN 504,799504.8k $25.8m $25.8m 0.95% Reduced -68.2k -68,161
18 Americana Partners, LLC 0.69% of their portfolio Houston, TX 390,609390.6k $20.0m $20.0m 0.69% Added +13.1k +13,057
19 Alexander Randolph Advisory, Inc. 16.70% of their portfolio MCLEAN, VA 364,871364.9k $18.6m $18.6m 16.70% Added +70.1k +70,118
20 CWM, LLC 0.07% of their portfolio OMAHA, NE 361,196361.2k $18.5m $18.5m 0.07% Added +9.2k +9,161
21 DT Investment Partners, LLC 1.59% of their portfolio CHADDS FORD, PA 347,014347.0k $17.7m $17.7m 1.59% Reduced -11.4k -11,358
22 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 339,293339.3k $17.3m $17.3m 0.02% Reduced -343.5k -343,507
23 Union Bancaire Privee, UBP SA 0.25% of their portfolio GENEVA 1, V8 338,573338.6k $17.3m $17.3m 0.25% Added +13.0k +12,996
24 SECURIAN ASSET MANAGEMENT, INC 0.46% of their portfolio ST PAUL, MN 318,620318.6k $16.3m $16.3m 0.46% Unchanged
25 Integrated Investment Consultants, LLC 3.19% of their portfolio BLOOMFIELD HILLS, MI 317,803317.8k $16.2m $16.2m 3.19% Added +60.6k +60,556
26 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 306,453306.5k $15.7m $15.7m 0.02% New
27 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 294,471294.5k $15.0m $15.0m 0.03% Reduced -75.9k -75,899
28 Proficio Capital Partners LLC 0.88% of their portfolio NEWTON, MA 275,970276.0k $14.1m $14.1m 0.88% New
29 KWMG, LLC 1.32% of their portfolio OVERLAND PARK, KS 274,946274.9k $14.0m $14.0m 1.32% Added +7.9k +7,860
30 Members Advisory Group LLC 5.17% of their portfolio WILLIAMSVILLE, NY 269,323269.3k $13.8m $13.8m 5.17% Reduced -56.9k -56,927
31 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 263,272263.3k $13.5m $13.5m 0.02% Reduced -10.2k -10,177
32 AVANTAX ADVISORY SERVICES, INC. 0.07% of their portfolio DALLAS, TX 262,970263.0k $13.4m $13.4m 0.07% Added +22.7k +22,665
33 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 250,899250.9k $12.8m $12.8m 0.07% Reduced -90.8k -90,819
34 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 243,391243.4k $12.4m $12.4m 0.03% Added +875 +875
35 MBM WEALTH CONSULTANTS, LLC 3.28% of their portfolio CHESTERFIELD, MO 239,507239.5k $12.2m $12.2m 3.28% Added +8.0k +8,025
36 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 217,951218.0k $11.1m $11.1m 0.06% Added +40.1k +40,136
37 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 216,337216.3k $11.1m $11.1m 0.05% Added +152.4k +152,423
38 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 213,723213.7k $10.9m $10.9m 0.01% Added +316 +316
39 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 199,768199.8k $10.2m $10.2m 0.01% Added +5.9k +5,924
40 Ifrah Financial Services, Inc. 2.71% of their portfolio Little Rock, AR 194,206194.2k $9.9m $9.9m 2.71% Reduced -289 -289
41 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 189,193189.2k $9.6m $9.6m 0.02% Reduced -25.4k -25,416
42 PEAPACK GLADSTONE FINANCIAL CORP 0.13% of their portfolio BEDMINSTER, NJ 185,057185.1k $9.5m $9.5m 0.13% Added +108.6k +108,608
43 Klaas Financial Asset Advisors, LLC 1.49% of their portfolio LOVES PARK, IL 183,938183.9k $9.4m $9.4m 1.49% Added +4.1k +4,081
44 WBH ADVISORY INC 0.79% of their portfolio BALTIMORE, MD 182,191182.2k $9.3m $9.3m 0.79% Added +33.0k +32,968
45 AXXCESS WEALTH MANAGEMENT, LLC 0.22% of their portfolio CARLSBAD, CA 178,965179.0k $9.1m $9.1m 0.22% Added +37.6k +37,582
46 Semmax Financial Advisors Inc. 2.27% of their portfolio Winston Salem, NC 173,094173.1k $8.8m $8.8m 2.27% Added +5.3k +5,348
47 Mariner, LLC 0.01% of their portfolio Overland Park, KS 159,995160.0k $8.2m $8.2m 0.01% Added +48.0k +47,977
48 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 157,667157.7k $8.1m $8.1m 0.00% Reduced -19.6k -19,564
49 VALLEY NATIONAL ADVISERS INC 1.27% of their portfolio BETHLEHEM, PA 152,839152.8k $7.8m $7.8m 1.27% Added +10.8k +10,795
50 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 146,697146.7k $7.5m $7.5m 0.06% Added +80.8k +80,755
51 OPPENHEIMER & CO INC 0.10% of their portfolio NEW YORK, NY 146,131146.1k $7.5m $7.5m 0.10% Added +21.6k +21,574
52 PROATHLETE WEALTH MANAGEMENT LLC 2.33% of their portfolio BOCA RATON, FL 143,482143.5k $7.3m $7.3m 2.33% Reduced -6.3k -6,296
53 Sand Hill Global Advisors, LLC 0.27% of their portfolio Palo Alto, CA 141,453141.5k $7.2m $7.2m 0.27% New
54 LOWE BROCKENBROUGH & CO INC 0.40% of their portfolio RICHMOND, VA 138,677138.7k $7.1m $7.1m 0.40% Added +25.1k +25,150
55 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 137,592137.6k $7.0m $7.0m 0.01% Added +2.4k +2,369
56 Brookwood Investment Group LLC 1.12% of their portfolio PHOENIX, AZ 135,857135.9k $6.9m $6.9m 1.12% Reduced -75.7k -75,692
57 INTEGRITY ALLIANCE, LLC. 0.38% of their portfolio Urbandale, IA 135,204135.2k $6.9m $6.9m 0.38% Reduced -52.8k -52,754
58 OneDigital Investment Advisors LLC 0.08% of their portfolio OVERLAND PARK, KS 133,752133.8k $6.8m $6.8m 0.08% Reduced -23.5k -23,474
59 STALEY CAPITAL ADVISERS INC 0.27% of their portfolio PITTSBURGH, PA 122,150122.2k $6.2m $6.2m 0.27% Unchanged
60 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 115,532115.5k $5.9m $5.9m 0.01% Added +61.5k +61,494
61 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 113,501113.5k $5.8m $5.8m 0.02% Reduced -1.7k -1,682
62 FINANCIAL MANAGEMENT NETWORK INC 1.02% of their portfolio MISSION VIEJO, CA 111,953112.0k $5.7m $5.7m 1.02% Added +27 +27
63 Gladstone Institutional Advisory LLC 0.23% of their portfolio Bedminster, NJ 109,740109.7k $5.6m $5.6m 0.23% Reduced -340 -340
64 Waverly Advisors, LLC 0.06% of their portfolio BIRMINGHAM, AL 108,752108.8k $5.6m $5.6m 0.06% Added +2.9k +2,943
65 JACOBSON & SCHMITT ADVISORS, LLC 0.97% of their portfolio MIDDLETON, WI 106,993107.0k $5.5m $5.5m 0.97% Added +3.4k +3,379
66 Rollins Financial Advisors, LLC 0.86% of their portfolio ATLANTA, GA 105,100105.1k $5.4m $5.4m 0.86% Added +15.9k +15,858
67 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 103,726103.7k $5.3m $5.3m 0.03% Reduced -718 -718
68 Canal Insurance CO 1.14% of their portfolio Greenville, SC 100,000100.0k $5.1m $5.1m 1.14% Unchanged
69 EXENCIAL WEALTH ADVISORS, LLC 0.18% of their portfolio OKLAHOMA CITY, OK 99,64099.6k $5.1m $5.1m 0.18% Reduced -9.2k -9,182
70 San Luis Wealth Advisors LLC 1.08% of their portfolio SAN LUIS OBISPO, CA 98,10998.1k $5.0m $5.0m 1.08% Reduced -16.3k -16,303
71 Astor Investment Management LLC 2.57% of their portfolio CHICAGO, IL 93,01393.0k $4.8m $4.8m 2.57% Added +37.5k +37,520
72 Caliber Wealth Management, LLC / KS 0.50% of their portfolio Overland Park, KS 90,74290.7k $4.6m $4.6m 0.50% Added +224 +224
73 BRADY FAMILY WEALTH, LLC 1.41% of their portfolio SAINT LOUIS, MO 89,16489.2k $4.6m $4.6m 1.41% Added +5.0k +4,950
74 Values First Advisors, Inc. 2.29% of their portfolio JOHNSON CITY, TN 82,26882.3k $4.2m $4.2m 2.29% Reduced -1.1k -1,084
75 Van Hulzen Asset Management, LLC 0.35% of their portfolio EL DORADO HILLS, CA 81,43681.4k $4.2m $4.2m 0.35% Added +1.7k +1,659
76 Sage Capital Advisors,llc 0.91% of their portfolio SIOUX FALLS, SD 72,02072.0k $3.7m $3.7m 0.91% Reduced -509 -509
77 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 71,08671.1k $3.6m $3.6m 0.00% Added +6.4k +6,427
78 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 70,00270.0k $3.6m $3.6m 0.00% Added +46.1k +46,067
79 CARY STREET PARTNERS FINANCIAL LLC 0.10% of their portfolio RICHMOND, VA 69,51869.5k $3.6m $3.6m 0.10% Reduced -1.4k -1,410
80 Atria Wealth Solutions, Inc. 0.08% of their portfolio NEW YORK, NY 68,05068.0k $3.5m $3.5m 0.08% Added +59.0k +59,035
81 KKM Financial LLC 1.15% of their portfolio CHICAGO, IL 64,42764.4k $3.3m $3.3m 1.15% Added +1.6k +1,598
82 Kingsview Wealth Management, LLC 0.05% of their portfolio GRANTS PASS, OR 61,14961.1k $3.1m $3.1m 0.05% Added +26.6k +26,587
83 RED CRANE WEALTH MANAGEMENT, LLC 2.84% of their portfolio SAN FRANCISCO, CA 61,01561.0k $3.1m $3.1m 2.84% Reduced -42.0k -42,002
84 Sovereign Financial Group, Inc. 0.64% of their portfolio STAMFORD, CT 60,96161.0k $3.1m $3.1m 0.64% Reduced -4.0k -3,975
85 Sigma Planning Corp 0.09% of their portfolio ANN ARBOR, MI 60,58260.6k $3.1m $3.1m 0.09% Reduced -5.3k -5,326
86 Perennial Investment Advisors, LLC 0.30% of their portfolio Los Angeles, CA 60,33060.3k $3.1m $3.1m 0.30% Added +990 +990
87 Patten Group, Inc. 0.65% of their portfolio CHATTANOOGA, TN 60,21660.2k $3.1m $3.1m 0.65% Added +5.3k +5,290
88 RPg Family Wealth Advisory, LLC 0.82% of their portfolio BURLINGTON, MA 60,13360.1k $3.1m $3.1m 0.82% Added +55.7k +55,651
89 GeoWealth Management, LLC 0.12% of their portfolio CHICAGO, IL 58,24958.2k $3.0m $3.0m 0.12% Reduced -2.1k -2,094
90 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 56,46856.5k $2.9m $2.9m 0.03% Added +17.8k +17,769
91 Keystone Financial Group, Inc. 1.82% of their portfolio ATLANTA, GA 56,14856.1k $2.9m $2.9m 1.82% Added +23.9k +23,930
92 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 55,36755.4k $2.8m $2.8m 0.00% Added +26.5k +26,476
93 LVW Advisors, LLC 0.31% of their portfolio PITTSFORD, NY 54,93554.9k $2.8m $2.8m 0.31% Added +1.0k +1,026
94 AlphaCore Capital LLC 0.11% of their portfolio LA JOLLA, CA 54,90554.9k $2.8m $2.8m 0.11% Added +9.0k +8,973
95 Belpointe Asset Management LLC 0.12% of their portfolio RENO, NV 54,84554.8k $2.8m $2.8m 0.12% Reduced -1.6k -1,587
96 Brookstone Capital Management 0.04% of their portfolio WHEATON, IL 53,53953.5k $2.7m $2.7m 0.04% Reduced -1.0k -1,022
97 GC Wealth Management RIA, LLC 0.22% of their portfolio Cambridge, MA 52,55052.5k $2.7m $2.7m 0.22% Reduced -5.7k -5,658
98 Guardian Wealth Advisors, LLC 1.58% of their portfolio ST LOUIS PARK, MN 52,31252.3k $2.7m $2.7m 1.58% Reduced -9.4k -9,380
99 Wescott Financial Advisory Group, LLC 0.25% of their portfolio Philadelphia, PA 51,07251.1k $2.6m $2.6m 0.25% Added +2.6k +2,588
100 INDEPENDENT FINANCIAL GROUP, LLC 0.07% of their portfolio SAN DIEGO, CA 50,70750.7k $2.6m $2.6m 0.07% Added +890 +890