Vault-13

ISHARES U S ETF TR NEAR

SHORT DURATION B · ETP · CUSIP 46431W507

396 institutional holders +21 vs Q3 2025
46,460,39146.5m shares reported held*
$2.4bnreported value*
35 new 173 added 116 reduced 29 sold out net bought ≈ $74.1m (+1.4m 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 ($4.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $51.10.

Trends to Q4 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: 376Q3 25: 375Q4 25: 396396Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025375
Q4 2025396

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 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 25Q3 25: 187 bought or addedQ3 25: 156 cut or sold outQ4 25: 208 bought or addedQ4 25: 145 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024145154
Q2 2024131165
Q3 2024133148
Q4 2024155144
Q1 2025180140
Q2 2025187150
Q3 2025187156
Q4 2025208145

Biggest buyers

BlackRock, Inc. Added +654,709+654.7k
UBS Group AG Added +264,887+264.9k
Corient Private Wealth LP Added +263,255+263.3k
Clark Capital Management Group, Inc. New +200,875+200.9k
AMERIPRISE FINANCIAL INC Added +197,581+197.6k
Cetera Investment Advisers Added +154,611+154.6k
LEVEL FOUR ADVISORY SERVICES, LLC New +124,392+124.4k
Clearwater Capital Advisors, LLC Added +120,936+120.9k
Bond & Devick Financial Network, Inc. Added +115,379+115.4k
Cambridge Investment Research Advisors, Inc. Added +98,340+98.3k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -581,038-581.0k
Members Advisory Group LLC Reduced -244,229-244.2k
RENAISSANCE TECHNOLOGIES LLC Sold out -236,100-236.1k
Proficio Capital Partners LLC Reduced -226,530-226.5k
STIFEL FINANCIAL CORP Reduced -171,795-171.8k
Summit Financial, LLC Reduced -162,401-162.4k
LPL Financial LLC Reduced -144,789-144.8k
MORGAN STANLEY Reduced -127,955-128.0k
CWM, LLC Reduced -108,145-108.1k
Canal Insurance CO Sold out -100,000-100.0k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,268,7233.3m $167.0m $167.0m 0.01% Reduced -128.0k -127,955
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,942,1152.9m $150.3m $150.3m 0.01% Reduced -581.0k -581,038
3 Clearwater Capital Advisors, LLC 12.46% of their portfolio HOFFMAN ESTATES, IL 2,924,8712.9m $149.5m $149.5m 12.46% Added +120.9k +120,936
4 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 2,694,5162.7m $137.7m $137.7m 0.03% Reduced -2.5k -2,534
5 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,655,7782.7m $135.7m $135.7m 0.04% Reduced -144.8k -144,789
6 Bramshill Investments, LLC 7.07% of their portfolio NAPLES, FL 2,448,8432.4m $125.1m $125.1m 7.07% Reduced -65.7k -65,665
7 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,272,3712.3m $116.1m $116.1m 0.00% Added +654.7k +654,709
8 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,613,2641.6m $82.4m $82.4m 0.02% Added +264.9k +264,887
9 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 1,271,8981.3m $65.0m $65.0m 0.07% Added +154.6k +154,611
10 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,160,2741.2m $59.3m $59.3m 0.02% Added +95.5k +95,510
11 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,141,6601.1m $58.3m $58.3m 0.01% Added +197.6k +197,581
12 Cambridge Investment Research Advisors, Inc. 0.13% of their portfolio FAIRFIELD, IA 988,560988.6k $50.5m $50.5m 0.13% Added +98.3k +98,340
13 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 569,669569.7k $29.1m $29.1m 0.01% Added +94.0k +93,989
14 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 526,542526.5k $26.9m $26.9m 0.02% Added +263.3k +263,255
15 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 520,821520.8k $26.6m $26.6m 0.02% Reduced -171.8k -171,795
16 UNITED SERVICES AUTOMOBILE ASSOCIATION 1.59% of their portfolio SAN ANTONIO, TX 490,400490.4k $25.1m $25.1m 1.59% Unchanged
17 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 478,532478.5k $24.5m $24.5m 0.01% Reduced -88.0k -87,962
18 NewEdge Advisors, LLC 0.09% of their portfolio NEW ORLEANS, LA 469,238469.2k $24.0m $24.0m 0.09% Added +76.8k +76,841
19 Alexander Randolph Advisory, Inc. 18.79% of their portfolio MCLEAN, VA 442,346442.3k $22.6m $22.6m 18.79% Added +6.2k +6,200
20 DONALDSON CAPITAL MANAGEMENT, LLC 0.69% of their portfolio EVANSVILLE, IN 426,381426.4k $21.8m $21.8m 0.69% Reduced -22.7k -22,699
21 Americana Partners, LLC 0.59% of their portfolio Houston, TX 420,219420.2k $21.5m $21.5m 0.59% Added +4.6k +4,633
22 Integrated Investment Consultants, LLC 4.06% of their portfolio BLOOMFIELD HILLS, MI 404,474404.5k $20.7m $20.7m 4.06% Added +50.5k +50,491
23 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 328,516328.5k $16.8m $16.8m 0.02% Added +47.5k +47,496
24 KWMG, LLC 1.33% of their portfolio OVERLAND PARK, KS 301,944301.9k $15.4m $15.4m 1.33% Added +13.7k +13,655
25 MBM WEALTH CONSULTANTS, LLC 3.57% of their portfolio CHESTERFIELD, MO 294,157294.2k $15.0m $15.0m 3.57% Added +14.0k +13,985
26 Union Bancaire Privee, UBP SA 0.18% of their portfolio GENEVA 1, V8 289,210289.2k $14.8m $14.8m 0.18% Unchanged
27 PEAPACK GLADSTONE FINANCIAL CORP 0.18% of their portfolio BEDMINSTER, NJ 287,335287.3k $14.7m $14.7m 0.18% Added +48.3k +48,277
28 SECURIAN ASSET MANAGEMENT, INC 0.55% of their portfolio ST PAUL, MN 283,620283.6k $14.5m $14.5m 0.55% Reduced -35.0k -35,000
29 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 271,080271.1k $13.9m $13.9m 0.02% Added +34.4k +34,435
30 Waverly Advisors, LLC 0.11% of their portfolio BIRMINGHAM, AL 259,344259.3k $13.3m $13.3m 0.11% Added +16.1k +16,090
31 Kraft, Davis & Associates, LLC 2.90% of their portfolio St. Louis, MO 252,831252.8k $12.9m $12.9m 2.90% Added +54.3k +54,257
32 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 250,709250.7k $12.8m $12.8m 0.06% Added +34.8k +34,840
33 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 241,761241.8k $12.4m $12.4m 0.02% Reduced -23.9k -23,934
34 AXXCESS WEALTH MANAGEMENT, LLC 0.22% of their portfolio CARLSBAD, CA 238,596238.6k $12.2m $12.2m 0.22% Added +44.7k +44,733
35 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 235,200235.2k $12.0m $12.0m 0.01% Reduced -5.7k -5,666
36 WBH ADVISORY INC 0.88% of their portfolio BALTIMORE, MD 233,011233.0k $11.9m $11.9m 0.88% Added +9.0k +8,952
37 OPPENHEIMER & CO INC 0.17% of their portfolio NEW YORK, NY 229,564229.6k $11.7m $11.7m 0.17% Added +57.9k +57,933
38 Kingsview Wealth Management, LLC 0.16% of their portfolio GRANTS PASS, OR 218,762218.8k $11.2m $11.2m 0.16% Added +71.8k +71,769
39 CWM, LLC 0.03% of their portfolio OMAHA, NE 211,567211.6k $10.8m $10.8m 0.03% Reduced -108.1k -108,145
40 Syntegra Private Wealth Group, LLC 0.99% of their portfolio Chesterfield, MO 210,658210.7k $10.8m $10.8m 0.99% Added +41.9k +41,874
41 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 203,612203.6k $10.4m $10.4m 0.01% Added +2.5k +2,490
42 Clark Capital Management Group, Inc. 0.06% of their portfolio PHILADELPHIA, PA 200,875200.9k $10.3m $10.3m 0.06% New
43 Gotham Asset Management, LLC 0.04% of their portfolio NEW YORK, NY 200,210200.2k $10.2m $10.2m 0.04% Added +37.3k +37,311
44 Ifrah Financial Services, Inc. 2.61% of their portfolio Little Rock, AR 199,043199.0k $10.2m $10.2m 2.61% Added +3.8k +3,787
45 Summit Financial, LLC 0.15% of their portfolio PARSIPPANY, NJ 198,159198.2k $10.1m $10.1m 0.15% Reduced -162.4k -162,401
46 Klaas Financial Asset Advisors, LLC 1.43% of their portfolio LOVES PARK, IL 193,273193.3k $9.9m $9.9m 1.43% Added +5.6k +5,577
47 &PARTNERS 0.05% of their portfolio NASHVILLE, TN 187,401187.4k $9.6m $9.6m 0.05% Reduced -653 -653
48 VALLEY NATIONAL ADVISERS INC 1.27% of their portfolio BETHLEHEM, PA 180,042180.0k $9.2m $9.2m 1.27% Added +16.5k +16,523
49 JACOBSON & SCHMITT ADVISORS, LLC 1.52% of their portfolio MIDDLETON, WI 177,207177.2k $9.1m $9.1m 1.52% Added +8.2k +8,199
50 Timmons Wealth Management, LLC 8.67% of their portfolio ATTLEBORO, MA 172,443172.4k $8.8m $8.8m 8.67% First filing
51 Concurrent Investment Advisors, LLC 0.10% of their portfolio Tampa, FL 169,543169.5k $8.7m $8.7m 0.10% Added +90.6k +90,616
52 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 168,199168.2k $8.6m $8.6m 0.01% Added +18.5k +18,534
53 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 158,383158.4k $8.1m $8.1m 0.01% Added +3.9k +3,939
54 PROATHLETE WEALTH MANAGEMENT LLC 2.18% of their portfolio BOCA RATON, FL 155,835155.8k $8.0m $8.0m 2.18% Added +4.0k +4,033
55 MAIMON WEALTH MANAGEMENT LTD. 7.25% of their portfolio RA'ANANA, L3 152,690152.7k $7.8m $7.8m 7.25% First filing
56 Rollins Financial Advisors, LLC 1.14% of their portfolio ATLANTA, GA 152,630152.6k $7.8m $7.8m 1.14% Added +39.8k +39,751
57 San Luis Wealth Advisors LLC 1.30% of their portfolio SAN LUIS OBISPO, CA 151,519151.5k $7.7m $7.7m 1.30% Added +30.7k +30,658
58 INTEGRITY ALLIANCE, LLC. 0.27% of their portfolio Urbandale, IA 145,743145.7k $7.4m $7.4m 0.27% Added +263 +263
59 Sand Hill Global Advisors, LLC 0.25% of their portfolio Palo Alto, CA 141,416141.4k $7.2m $7.2m 0.25% Reduced -150 -150
60 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 140,940140.9k $7.2m $7.2m 0.00% Reduced -6.2k -6,175
61 OakTrust Wealth Advisors, LLC 6.63% of their portfolio WILTON, CT 140,643140.6k $7.2m $7.2m 6.63% First filing
62 OneDigital Investment Advisors LLC 0.07% of their portfolio OVERLAND PARK, KS 138,245138.2k $7.1m $7.1m 0.07% Reduced -4.8k -4,774
63 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 138,030138.0k $7.1m $7.1m 0.01% Reduced -11.1k -11,073
64 LOWE BROCKENBROUGH & CO INC 0.33% of their portfolio RICHMOND, VA 131,777131.8k $6.7m $6.7m 0.33% Reduced -9.6k -9,640
65 Apollon Financial, LLC 0.98% of their portfolio MOUNT PLEASANT, SC 131,651131.7k $6.7m $6.7m 0.98% Added +5.7k +5,712
66 Mariner, LLC 0.01% of their portfolio Overland Park, KS 129,531129.5k $6.6m $6.6m 0.01% Reduced -12.5k -12,528
67 Brookwood Investment Group LLC 0.79% of their portfolio PHOENIX, AZ 127,650127.7k $6.5m $6.5m 0.79% Reduced -2.3k -2,305
68 LEVEL FOUR ADVISORY SERVICES, LLC 0.21% of their portfolio DALLAS, TX 124,392124.4k $6.4m $6.4m 0.21% New
69 FINANCIAL MANAGEMENT NETWORK INC 0.98% of their portfolio MISSION VIEJO, CA 121,569121.6k $6.2m $6.2m 0.98% Reduced -3.0k -2,969
70 STALEY CAPITAL ADVISERS INC 0.25% of their portfolio PITTSBURGH, PA 120,250120.2k $6.1m $6.1m 0.25% Unchanged
71 Bond & Devick Financial Network, Inc. 1.73% of their portfolio ST. LOUIS PARK, MN 120,040120.0k $6.1m $6.1m 1.73% Added +115.4k +115,379
72 EXENCIAL WEALTH ADVISORS, LLC 0.19% of their portfolio OKLAHOMA CITY, OK 119,929119.9k $6.1m $6.1m 0.19% Added +14.9k +14,867
73 Montecito Bank & Trust 0.93% of their portfolio SANTA BARBARA, CA 114,244114.2k $5.8m $5.8m 0.93% Reduced -994 -994
74 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 112,737112.7k $5.8m $5.8m 0.03% Reduced -96.2k -96,215
75 Alpha Financial Advisors, LLC 1.75% of their portfolio CHARLOTTE, NC 111,774111.8k $5.7m $5.7m 1.75% Added +5.5k +5,550
76 Gladstone Institutional Advisory LLC 0.21% of their portfolio Bedminster, NJ 111,142111.1k $5.7m $5.7m 0.21% Reduced -1.9k -1,858
77 Optivise Advisory Services LLC 3.04% of their portfolio FRANKLIN, TN 103,164103.2k $5.3m $5.3m 3.04% Added +22.6k +22,554
78 Meramec Financial Planners, LLC 1.94% of their portfolio SAINT LOUIS, MO 97,45097.5k $5.0m $5.0m 1.94% First filing
79 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 93,02993.0k $4.8m $4.8m 0.01% Added +2.8k +2,784
80 Van Hulzen Asset Management, LLC 0.35% of their portfolio EL DORADO HILLS, CA 92,93092.9k $4.7m $4.7m 0.35% Added +8.3k +8,255
81 Caliber Wealth Management, LLC / KS 0.50% of their portfolio Overland Park, KS 90,36590.4k $4.6m $4.6m 0.50% Added +569 +569
82 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 89,77089.8k $4.6m $4.6m 0.01% Added +18.9k +18,899
83 Values First Advisors, Inc. 2.38% of their portfolio JOHNSON CITY, TN 89,75789.8k $4.6m $4.6m 2.38% Added +5.3k +5,273
84 Kure Advisory, LLC 2.43% of their portfolio PLYMOUTH, MN 85,14685.1k $4.4m $4.4m 2.43% New
85 BRADY FAMILY WEALTH, LLC 1.33% of their portfolio SAINT LOUIS, MO 84,27984.3k $4.3m $4.3m 1.33% Added +453 +453
86 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 82,83482.8k $4.2m $4.2m 0.02% Added +6.2k +6,247
87 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 79,19979.2k $4.0m $4.0m 0.00% Added +71.4k +71,443
88 CARY STREET PARTNERS FINANCIAL LLC 0.10% of their portfolio RICHMOND, VA 79,18879.2k $4.0m $4.0m 0.10% Added +2.2k +2,176
89 AlphaCore Capital LLC 0.09% of their portfolio LA JOLLA, CA 77,28277.3k $3.9m $3.9m 0.09% Added +19.5k +19,497
90 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 75,36275.4k $3.9m $3.9m 0.01% Added +13.3k +13,303
91 One Capital Management, LLC 0.11% of their portfolio WESTLAKE VILLAGE, CA 73,96574.0k $3.8m $3.8m 0.11% Added +8.8k +8,801
92 Sigma Planning Corp 0.10% of their portfolio ANN ARBOR, MI 72,02372.0k $3.7m $3.7m 0.10% Added +8.9k +8,867
93 Sage Capital Advisors,llc 0.87% of their portfolio SIOUX FALLS, SD 71,42071.4k $3.6m $3.6m 0.87% Reduced -206 -206
94 KKM Financial LLC 0.64% of their portfolio CHICAGO, IL 70,64470.6k $3.6m $3.6m 0.64% Added +5.8k +5,796
95 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 67,56467.6k $3.5m $3.5m 0.00% Reduced -8.3k -8,346
96 LVW Advisors, LLC 0.35% of their portfolio PITTSFORD, NY 66,68666.7k $3.4m $3.4m 0.35% Added +7.7k +7,665
97 Kovack Advisors, Inc. 0.16% of their portfolio FT. LAUDERDALE, FL 65,98566.0k $3.4m $3.4m 0.16% Added +60.5k +60,475
98 Patten Group, Inc. 0.60% of their portfolio CHATTANOOGA, TN 63,05263.1k $3.2m $3.2m 0.60% Added +4.1k +4,114
99 Realta Investment Advisors 1.05% of their portfolio WILMINGTON, DE 62,78662.8k $3.2m $3.2m 1.05% Added +1.9k +1,878
100 Wescott Financial Advisory Group, LLC 0.27% of their portfolio Philadelphia, PA 60,71860.7k $3.1m $3.1m 0.27% Added +5.9k +5,933