Vault-13

ISHARES U S ETF TR NEAR

SHORT DURATION B · ETP · CUSIP 46431W507

388 institutional holders -8 vs Q4 2025
52,003,35452.0m shares reported held*
$2.6bnreported value*
33 new 185 added 111 reduced 40 sold out net bought ≈ $286.0m (+5.6m 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 ($6.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.58.

Trends to Q1 2026

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: 396Q1 26: 388388Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026388

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q2 25: 187 bought or addedQ2 25: 150 cut or sold outQ3 25: 187 bought or addedQ3 25: 156 cut or sold outQ3 25Q4 25: 208 bought or addedQ4 25: 145 cut or sold outQ1 26: 218 bought or addedQ1 26: 151 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024131165
Q3 2024133148
Q4 2024155144
Q1 2025180140
Q2 2025187150
Q3 2025187156
Q4 2025208145
Q1 2026218151

Biggest buyers

FMR LLC Added +979,016+979.0k
UBS Group AG Added +896,570+896.6k
Americana Partners, LLC Added +716,172+716.2k
NewEdge Advisors, LLC Added +445,163+445.2k
MORGAN STANLEY Added +247,672+247.7k
OSAIC HOLDINGS, INC. Added +236,070+236.1k
Equitable Holdings, Inc. Added +219,291+219.3k
Gotham Asset Management, LLC Added +197,060+197.1k
Clearwater Capital Advisors, LLC Added +192,930+192.9k
Proficio Capital Partners LLC Added +188,135+188.1k

Biggest sellers

Corient Private Wealth LP Reduced -263,152-263.2k
Clark Capital Management Group, Inc. Reduced -182,537-182.5k
Klaas Financial Asset Advisors, LLC Reduced -177,494-177.5k
GOLDMAN SACHS GROUP INC Sold out -79,199-79.2k
CWM, LLC Reduced -74,312-74.3k
Keystone Financial Group, Inc. Reduced -54,255-54.3k
Stenger Family Office, LLC Sold out -53,286-53.3k
Bramshill Investments, LLC Reduced -52,040-52.0k
GC Wealth Management RIA, LLC Sold out -49,673-49.7k
AMERIPRISE FINANCIAL INC Reduced -46,304-46.3k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,516,3953.5m $178.8m $178.8m 0.01% Added +247.7k +247,672
2 Clearwater Capital Advisors, LLC 12.79% of their portfolio HOFFMAN ESTATES, IL 3,117,8013.1m $158.5m $158.5m 12.79% Added +192.9k +192,930
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,059,4163.1m $155.5m $155.5m 0.01% Added +117.3k +117,301
4 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 2,764,1462.8m $140.5m $140.5m 0.03% Added +69.6k +69,630
5 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,745,1462.7m $139.5m $139.5m 0.04% Added +89.4k +89,368
6 UBS Group AG 0.02% of their portfolio ZURICH, V8 2,509,8342.5m $127.6m $127.6m 0.02% Added +896.6k +896,570
7 Bramshill Investments, LLC 10.50% of their portfolio NAPLES, FL 2,396,8032.4m $121.8m $121.8m 10.50% Reduced -52.0k -52,040
8 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,259,7122.3m $114.9m $114.9m 0.00% Reduced -12.7k -12,659
9 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 1,413,5211.4m $71.9m $71.9m 0.08% Added +141.6k +141,623
10 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,250,1871.3m $63.6m $63.6m 0.02% Added +89.9k +89,913
11 Americana Partners, LLC 1.50% of their portfolio Houston, TX 1,136,3911.1m $57.8m $57.8m 1.50% Added +716.2k +716,172
12 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,095,3561.1m $55.7m $55.7m 0.01% Reduced -46.3k -46,304
13 Cambridge Investment Research Advisors, Inc. 0.14% of their portfolio FAIRFIELD, IA 1,067,0841.1m $54.2m $54.2m 0.14% Added +78.5k +78,524
14 FMR LLC 0.00% of their portfolio BOSTON, MA 983,350983.4k $50.0m $50.0m 0.00% Added +979.0k +979,016
15 NewEdge Advisors, LLC 0.17% of their portfolio NEW ORLEANS, LA 914,401914.4k $46.5m $46.5m 0.17% Added +445.2k +445,163
16 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 723,098723.1k $36.8m $36.8m 0.01% Added +153.4k +153,429
17 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 629,849629.8k $32.0m $32.0m 0.01% Added +151.3k +151,317
18 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 564,586564.6k $28.7m $28.7m 0.04% Added +236.1k +236,070
19 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 530,427530.4k $27.0m $27.0m 0.02% Added +9.6k +9,606
20 UNITED SERVICES AUTOMOBILE ASSOCIATION 2.93% of their portfolio SAN ANTONIO, TX 490,400490.4k $24.9m $24.9m 2.93% Unchanged
21 Alexander Randolph Advisory, Inc. 20.23% of their portfolio MCLEAN, VA 461,536461.5k $23.5m $23.5m 20.23% Added +19.2k +19,190
22 Integrated Investment Consultants, LLC 4.79% of their portfolio BLOOMFIELD HILLS, MI 444,331444.3k $22.6m $22.6m 4.79% Added +39.9k +39,857
23 PEAPACK GLADSTONE FINANCIAL CORP 0.27% of their portfolio BEDMINSTER, NJ 417,124417.1k $21.2m $21.2m 0.27% Added +129.8k +129,789
24 DONALDSON CAPITAL MANAGEMENT, LLC 0.68% of their portfolio EVANSVILLE, IN 412,128412.1k $21.0m $21.0m 0.68% Reduced -14.3k -14,253
25 Gotham Asset Management, LLC 0.06% of their portfolio NEW YORK, NY 397,270397.3k $20.2m $20.2m 0.06% Added +197.1k +197,060
26 MBM WEALTH CONSULTANTS, LLC 3.94% of their portfolio CHESTERFIELD, MO 337,510337.5k $17.2m $17.2m 3.94% Added +43.4k +43,353
27 KWMG, LLC 1.35% of their portfolio OVERLAND PARK, KS 317,129317.1k $16.1m $16.1m 1.35% Added +15.2k +15,185
28 AXXCESS WEALTH MANAGEMENT, LLC 0.50% of their portfolio CARLSBAD, CA 307,924307.9k $15.7m $15.7m 0.50% Added +69.3k +69,328
29 Waverly Advisors, LLC 0.11% of their portfolio BIRMINGHAM, AL 298,806298.8k $15.2m $15.2m 0.11% Added +39.5k +39,462
30 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 291,880291.9k $14.8m $14.8m 0.02% Added +20.8k +20,800
31 Union Bancaire Privee, UBP SA 0.20% of their portfolio GENEVA 1, V8 286,598286.6k $14.5m $14.5m 0.20% Reduced -2.6k -2,612
32 SECURIAN ASSET MANAGEMENT, INC 0.57% of their portfolio ST PAUL, MN 283,620283.6k $14.4m $14.4m 0.57% Unchanged
33 OPPENHEIMER & CO INC 0.17% of their portfolio NEW YORK, NY 269,833269.8k $13.7m $13.7m 0.17% Added +40.3k +40,269
34 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 265,877265.9k $13.5m $13.5m 0.06% Added +15.2k +15,168
35 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 263,390263.4k $19.4k $19.4k 0.00% Reduced -263.2k -263,152
36 Kraft, Davis & Associates, LLC 2.79% of their portfolio St. Louis, MO 257,870257.9k $13.1m $13.1m 2.79% Added +5.0k +5,039
37 WBH ADVISORY INC 0.95% of their portfolio BALTIMORE, MD 250,366250.4k $12.7m $12.7m 0.95% Added +17.4k +17,355
38 Proficio Capital Partners LLC 0.68% of their portfolio NEWTON, MA 248,595248.6k $12.6m $12.6m 0.68% Added +188.1k +188,135
39 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 238,140238.1k $12.1m $12.1m 0.02% Reduced -3.6k -3,621
40 Concurrent Investment Advisors, LLC 0.13% of their portfolio Tampa, FL 234,815234.8k $11.9m $11.9m 0.13% Added +65.3k +65,272
41 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 232,064232.1k $11.8m $11.8m 0.01% Reduced -3.1k -3,136
42 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 229,277229.3k $11.7m $11.7m 0.08% Added +219.3k +219,291
43 San Luis Wealth Advisors LLC 1.84% of their portfolio SAN LUIS OBISPO, CA 218,861218.9k $11.1m $11.1m 1.84% Added +67.3k +67,342
44 Timmons Wealth Management, LLC 10.02% of their portfolio ATTLEBORO, MA 208,079208.1k $10.6m $10.6m 10.02% Added +35.6k +35,636
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 197,057197.1k $10.0m $10.0m 0.01% Added +28.9k +28,858
46 Syntegra Private Wealth Group, LLC 0.93% of their portfolio Chesterfield, MO 193,452193.5k $9.8m $9.8m 0.93% Reduced -17.2k -17,206
47 VALLEY NATIONAL ADVISERS INC 1.24% of their portfolio BETHLEHEM, PA 188,608188.6k $9.6m $9.6m 1.24% Added +8.6k +8,566
48 JACOBSON & SCHMITT ADVISORS, LLC 1.71% of their portfolio MIDDLETON, WI 185,629185.6k $9.4m $9.4m 1.71% Added +8.4k +8,422
49 Kingsview Wealth Management, LLC 0.13% of their portfolio GRANTS PASS, OR 184,753184.8k $9.4m $9.4m 0.13% Reduced -34.0k -34,009
50 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 180,072180.1k $9.2m $9.2m 0.03% Added +97.2k +97,238
51 Ifrah Financial Services, Inc. 2.41% of their portfolio Little Rock, AR 179,122179.1k $9.1m $9.1m 2.41% Reduced -19.9k -19,921
52 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 165,585165.6k $8.4m $8.4m 0.01% Reduced -38.0k -38,027
53 Brookwood Investment Group LLC 1.06% of their portfolio PHOENIX, AZ 164,195164.2k $8.3m $8.3m 1.06% Added +36.5k +36,545
54 Optivise Advisory Services LLC 5.04% of their portfolio FRANKLIN, TN 163,727163.7k $8.3m $8.3m 5.04% Added +60.6k +60,563
55 MAIMON WEALTH MANAGEMENT LTD. 7.26% of their portfolio RA'ANANA, L3 163,160163.2k $8.3m $8.3m 7.26% Added +10.5k +10,470
56 PROATHLETE WEALTH MANAGEMENT LLC 2.25% of their portfolio BOCA RATON, FL 159,332159.3k $8.1m $8.1m 2.25% Added +3.5k +3,497
57 OneDigital Investment Advisors LLC 0.08% of their portfolio OVERLAND PARK, KS 157,305157.3k $8.0m $8.0m 0.08% Added +19.1k +19,060
58 Summit Financial, LLC 0.10% of their portfolio PARSIPPANY, NJ 156,551156.6k $8.0m $8.0m 0.10% Reduced -41.6k -41,608
59 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 155,128155.1k $7.9m $7.9m 0.02% Added +17.1k +17,098
60 Rollins Financial Advisors, LLC 1.24% of their portfolio ATLANTA, GA 154,656154.7k $7.9m $7.9m 1.24% Added +2.0k +2,026
61 INTEGRITY ALLIANCE, LLC. 0.29% of their portfolio Urbandale, IA 151,455151.5k $7.7m $7.7m 0.29% Added +5.7k +5,712
62 &PARTNERS 0.04% of their portfolio NASHVILLE, TN 149,650149.7k $7.6m $7.6m 0.04% Reduced -37.8k -37,751
63 OakTrust Wealth Advisors, LLC 6.82% of their portfolio WILTON, CT 147,331147.3k $7.5m $7.5m 6.82% Added +6.7k +6,688
64 Selby Wealth Management, LLC 2.87% of their portfolio EMERYVILLE, CA 143,443143.4k $7.3m $7.3m 2.87% Added +86.1k +86,107
65 Sand Hill Global Advisors, LLC 0.24% of their portfolio Palo Alto, CA 141,314141.3k $7.2m $7.2m 0.24% Reduced -102 -102
66 Bond & Devick Financial Network, Inc. 1.99% of their portfolio ST. LOUIS PARK, MN 139,987140.0k $7.1m $7.1m 1.99% Added +19.9k +19,947
67 CWM, LLC 0.02% of their portfolio OMAHA, NE 137,255137.3k $7.0m $7.0m 0.02% Reduced -74.3k -74,312
68 LOWE BROCKENBROUGH & CO INC 0.33% of their portfolio RICHMOND, VA 129,919129.9k $6.6m $6.6m 0.33% Reduced -1.9k -1,858
69 Apollon Financial, LLC 0.90% of their portfolio MOUNT PLEASANT, SC 128,010128.0k $6.5m $6.5m 0.90% Reduced -3.6k -3,641
70 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 127,094127.1k $6.4m $6.4m 0.01% Reduced -31.3k -31,289
71 Mariner, LLC 0.01% of their portfolio Overland Park, KS 126,669126.7k $6.4m $6.4m 0.01% Reduced -2.9k -2,862
72 EXENCIAL WEALTH ADVISORS, LLC 0.20% of their portfolio OKLAHOMA CITY, OK 126,269126.3k $6.4m $6.4m 0.20% Added +6.3k +6,340
73 LEVEL FOUR ADVISORY SERVICES, LLC 0.21% of their portfolio DALLAS, TX 124,722124.7k $6.3m $6.3m 0.21% Added +330 +330
74 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 122,951123.0k $6.3m $6.3m 0.01% Added +63.8k +63,842
75 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 121,938121.9k $6.2m $6.2m 0.00% Reduced -19.0k -19,002
76 STALEY CAPITAL ADVISERS INC 0.26% of their portfolio PITTSBURGH, PA 119,430119.4k $6.1m $6.1m 0.26% Reduced -820 -820
77 Alpha Financial Advisors, LLC 1.80% of their portfolio CHARLOTTE, NC 115,525115.5k $5.9m $5.9m 1.80% Added +3.8k +3,751
78 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 114,616114.6k $5.8m $5.8m 0.03% Added +1.9k +1,879
79 FINANCIAL MANAGEMENT NETWORK INC 0.88% of their portfolio MISSION VIEJO, CA 113,671113.7k $5.8m $5.8m 0.88% Reduced -7.9k -7,898
80 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 112,923112.9k $5.7m $5.7m 0.02% Added +19.9k +19,894
81 Montecito Bank & Trust 0.93% of their portfolio SANTA BARBARA, CA 111,566111.6k $5.7m $5.7m 0.93% Reduced -2.7k -2,678
82 Patriot Financial Group Insurance Agency, LLC 0.31% of their portfolio Westborough, MA 107,942107.9k $5.5m $5.5m 0.31% Added +79.6k +79,610
83 Gladstone Institutional Advisory LLC 0.20% of their portfolio Bedminster, NJ 106,149106.1k $5.4m $5.4m 0.20% Reduced -5.0k -4,993
84 Meramec Financial Planners, LLC 2.01% of their portfolio SAINT LOUIS, MO 99,37699.4k $5.1m $5.1m 2.01% Added +1.9k +1,926
85 Van Hulzen Asset Management, LLC 0.36% of their portfolio EL DORADO HILLS, CA 95,97196.0k $4.9m $4.9m 0.36% Added +3.0k +3,041
86 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 93,15493.2k $4.7m $4.7m 0.01% Added +3.4k +3,384
87 VISTA INVESTMENT PARTNERS II, LLC 2.10% of their portfolio RICHMOND, IN 91,94091.9k $4.7m $4.7m 2.10% Added +65.0k +65,015
88 Values First Advisors, Inc. 2.43% of their portfolio JOHNSON CITY, TN 91,73391.7k $4.7m $4.7m 2.43% Added +2.0k +1,976
89 Caliber Wealth Management, LLC / KS 0.51% of their portfolio Overland Park, KS 91,07391.1k $4.6m $4.6m 0.51% Added +708 +708
90 Kure Advisory, LLC 2.48% of their portfolio PLYMOUTH, MN 89,64189.6k $4.6m $4.6m 2.48% Added +4.5k +4,495
91 WJ Wealth Management, LLC 2.05% of their portfolio GLENDALE, AZ 86,01886.0k $4.4m $4.4m 2.05% Added +74.2k +74,243
92 BRADY FAMILY WEALTH, LLC 1.32% of their portfolio SAINT LOUIS, MO 83,48883.5k $4.2m $4.2m 1.32% Reduced -791 -791
93 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 81,34781.3k $4.1m $4.1m 0.01% Added +6.0k +5,985
94 Sigma Planning Corp 0.11% of their portfolio ANN ARBOR, MI 80,05580.1k $4.1m $4.1m 0.11% Added +8.0k +8,032
95 CARY STREET PARTNERS FINANCIAL LLC 0.10% of their portfolio RICHMOND, VA 78,91578.9k $4.0m $4.0m 0.10% Reduced -273 -273
96 AlphaCore Capital LLC 0.09% of their portfolio LA JOLLA, CA 77,77977.8k $4.0m $4.0m 0.09% Added +497 +497
97 WHITE PINE CAPITAL LLC 0.53% of their portfolio BLOOMINGTON, MN 74,83474.8k $3.8m $3.8m 0.53% Added +34.3k +34,295
98 Wescott Financial Advisory Group, LLC 0.33% of their portfolio Philadelphia, PA 73,08373.1k $3.7m $3.7m 0.33% Added +12.4k +12,365
99 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 72,92972.9k $3.7m $3.7m 0.00% Added +5.4k +5,365
100 One Capital Management, LLC 0.10% of their portfolio WESTLAKE VILLAGE, CA 72,04372.0k $3.7m $3.7m 0.10% Reduced -1.9k -1,922