Vault-13

ISHARES U S ETF TR NEAR

SHORT DURATION B · ETP · CUSIP 46431W507

404 institutional holders +16 vs Q1 2026
60,935,72160.9m shares reported held*
$3.1bnreported value*
46 new 177 added 124 reduced 29 sold out net bought ≈ $480.3m (+9.2m 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 ($9.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.65.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 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: 388Q2 26: 404404Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026404

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q1 26: 218 bought or addedQ1 26: 151 cut or sold outQ2 26: 223 bought or addedQ2 26: 153 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024133148
Q4 2024155144
Q1 2025180140
Q2 2025187150
Q3 2025187156
Q4 2025208145
Q1 2026218151
Q2 2026223153

Biggest buyers

FMR LLC Added +4,636,250+4.6m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +697,804+697.8k
Cambridge Investment Research Advisors, Inc. Added +663,614+663.6k
Weil Company, Inc. New +583,651+583.7k
Syntegra Private Wealth Group, LLC Added +451,460+451.5k
Steward Partners Investment Advisory, LLC Added +362,321+362.3k
MORGAN STANLEY Added +355,065+355.1k
BANK OF AMERICA CORP /DE/ Added +258,018+258.0k
Bramshill Investments, LLC Added +208,509+208.5k
McAdam, LLC New +188,682+188.7k

Biggest sellers

MBM WEALTH CONSULTANTS, LLC Sold out -337,510-337.5k
NewEdge Advisors, LLC Reduced -315,403-315.4k
Corient Private Wealth LP Reduced -243,304-243.3k
Equitable Holdings, Inc. Reduced -216,429-216.4k
Patriot Financial Group Insurance Agency, LLC Reduced -102,732-102.7k
San Luis Wealth Advisors LLC Reduced -97,316-97.3k
VISTA INVESTMENT PARTNERS II, LLC Sold out -91,940-91.9k
Optivise Advisory Services LLC Reduced -91,723-91.7k
Private Advisor Group, LLC Reduced -83,002-83.0k
Values First Advisors, Inc. Reduced -82,577-82.6k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.01% of their portfolio BOSTON, MA 5,619,6005.6m $284.7m $284.7m 0.01% Added +4.6m +4,636,250
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,871,4603.9m $196.1m $196.1m 0.01% Added +355.1k +355,065
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,317,4343.3m $168.1m $168.1m 0.01% Added +258.0k +258,018
4 Clearwater Capital Advisors, LLC 12.06% of their portfolio HOFFMAN ESTATES, IL 3,249,7593.2m $164.6m $164.6m 12.06% Added +132.0k +131,958
5 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 2,900,9012.9m $147.0m $147.0m 0.03% Added +136.8k +136,755
6 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 2,700,7192.7m $136.8m $136.8m 0.03% Reduced -44.4k -44,427
7 UBS Group AG 0.02% of their portfolio ZURICH, V8 2,622,6572.6m $132.9m $132.9m 0.02% Added +112.8k +112,823
8 Bramshill Investments, LLC 10.10% of their portfolio NAPLES, FL 2,605,3122.6m $132.0m $132.0m 10.10% Added +208.5k +208,509
9 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,374,0422.4m $120.3m $120.3m 0.00% Added +114.3k +114,330
10 Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio FAIRFIELD, IA 1,730,6981.7m $87.7m $87.7m 0.10% Added +663.6k +663,614
11 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 1,592,3771.6m $80.7m $80.7m 0.07% Added +178.9k +178,856
12 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,248,9321.2m $63.3m $63.3m 0.02% Reduced -1.3k -1,255
13 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,182,3431.2m $59.9m $59.9m 0.01% Added +87.0k +86,987
14 Americana Partners, LLC 1.35% of their portfolio Houston, TX 1,182,1871.2m $59.9m $59.9m 1.35% Added +45.8k +45,796
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 894,861894.9k $45.3m $45.3m 0.02% Added +697.8k +697,804
16 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 835,366835.4k $42.3m $42.3m 0.01% Added +112.3k +112,268
17 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 648,483648.5k $32.9m $32.9m 0.01% Added +18.6k +18,634
18 Syntegra Private Wealth Group, LLC 2.53% of their portfolio Chesterfield, MO 644,912644.9k $32.7m $32.7m 2.53% Added +451.5k +451,460
19 NewEdge Advisors, LLC 0.09% of their portfolio NEW ORLEANS, LA 598,998599.0k $30.3m $30.3m 0.09% Reduced -315.4k -315,403
20 Weil Company, Inc. 5.21% of their portfolio SAN DIEGO, CA 583,651583.7k $29.6m $29.6m 5.21% New
21 PEAPACK GLADSTONE FINANCIAL CORP 0.31% of their portfolio BEDMINSTER, NJ 533,561533.6k $27.0m $27.0m 0.31% Added +116.4k +116,437
22 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 524,353524.4k $26.6m $26.6m 0.03% Reduced -40.2k -40,233
23 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 506,861506.9k $25.7m $25.7m 0.02% Reduced -23.6k -23,566
24 UNITED SERVICES AUTOMOBILE ASSOCIATION 2.00% of their portfolio SAN ANTONIO, TX 490,400490.4k $24.8m $24.8m 2.00% Unchanged
25 Alexander Randolph Advisory, Inc. 19.96% of their portfolio MCLEAN, VA 478,466478.5k $24.2m $24.2m 19.96% Added +16.9k +16,930
26 Integrated Investment Consultants, LLC 4.28% of their portfolio BLOOMFIELD HILLS, MI 439,042439.0k $21.7m $21.7m 4.28% Reduced -5.3k -5,289
27 Gotham Asset Management, LLC 0.05% of their portfolio NEW YORK, NY 435,242435.2k $22.0m $22.0m 0.05% Added +38.0k +37,972
28 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 416,549416.5k $21.1m $21.1m 0.03% Added +124.7k +124,669
29 Steward Partners Investment Advisory, LLC 0.10% of their portfolio STAMFORD, CT 388,871388.9k $19.7m $19.7m 0.10% Added +362.3k +362,321
30 DONALDSON CAPITAL MANAGEMENT, LLC 0.55% of their portfolio EVANSVILLE, IN 382,732382.7k $19.4m $19.4m 0.55% Reduced -29.4k -29,396
31 AXXCESS WEALTH MANAGEMENT, LLC 0.30% of their portfolio CARLSBAD, CA 373,440373.4k $18.9m $18.9m 0.30% Added +65.5k +65,516
32 KWMG, LLC 1.23% of their portfolio OVERLAND PARK, KS 334,989335.0k $17.0m $17.0m 1.23% Added +17.9k +17,860
33 OPPENHEIMER & CO INC 0.17% of their portfolio NEW YORK, NY 312,941312.9k $15.9m $15.9m 0.17% Added +43.1k +43,108
34 WBH ADVISORY INC 1.01% of their portfolio BALTIMORE, MD 296,264296.3k $15.0m $15.0m 1.01% Added +45.9k +45,898
35 Waverly Advisors, LLC 0.09% of their portfolio BIRMINGHAM, AL 293,880293.9k $14.9m $14.9m 0.09% Reduced -4.9k -4,926
36 Proficio Capital Partners LLC 0.53% of their portfolio NEWTON, MA 291,350291.4k $14.8m $14.8m 0.53% Added +42.8k +42,755
37 Union Bancaire Privee, UBP SA 0.16% of their portfolio GENEVA 1, V8 287,639287.6k $14.6m $14.6m 0.16% Added +1.0k +1,041
38 SECURIAN ASSET MANAGEMENT, INC 0.52% of their portfolio ST PAUL, MN 283,620283.6k $14.3m $14.3m 0.52% Unchanged
39 Timmons Wealth Management, LLC 10.30% of their portfolio ATTLEBORO, MA 278,069278.1k $14.1m $14.1m 10.30% Added +70.0k +69,990
40 Kraft, Davis & Associates, LLC 2.73% of their portfolio St. Louis, MO 259,050259.1k $13.1m $13.1m 2.73% Added +1.2k +1,180
41 Concurrent Investment Advisors, LLC 0.11% of their portfolio Tampa, FL 256,177256.2k $13.0m $13.0m 0.11% Added +21.4k +21,362
42 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 235,567235.6k $11.9m $11.9m 0.01% Added +3.5k +3,503
43 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 224,104224.1k $11.4m $11.4m 0.02% Reduced -14.0k -14,036
44 INDEPENDENT FINANCIAL GROUP, LLC 0.20% of their portfolio SAN DIEGO, CA 215,557215.6k $10.9m $10.9m 0.20% Added +168.1k +168,095
45 VALLEY NATIONAL ADVISERS INC 1.12% of their portfolio BETHLEHEM, PA 198,551198.6k $10.1m $10.1m 1.12% Added +9.9k +9,943
46 OneDigital Investment Advisors LLC 0.08% of their portfolio OVERLAND PARK, KS 193,239193.2k $9.8m $9.8m 0.08% Added +35.9k +35,934
47 McAdam, LLC 0.37% of their portfolio Philadelphia, PA 188,682188.7k $9.6m $9.6m 0.37% New
48 JACOBSON & SCHMITT ADVISORS, LLC 1.54% of their portfolio MIDDLETON, WI 186,421186.4k $9.4m $9.4m 1.54% Added +792 +792
49 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 182,875182.9k $9.3m $9.3m 0.04% Reduced -83.0k -83,002
50 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 181,673181.7k $9.2m $9.2m 0.01% Added +16.1k +16,088
51 Ifrah Financial Services, Inc. 2.24% of their portfolio Little Rock, AR 180,947180.9k $9.2m $9.2m 2.24% Added +1.8k +1,825
52 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 180,626180.6k $9.2m $9.2m 0.02% Added +25.5k +25,498
53 MAIMON WEALTH MANAGEMENT LTD. 6.75% of their portfolio RA'ANANA, L3 172,910172.9k $8.8m $8.8m 6.75% Added +9.8k +9,750
54 Brookwood Investment Group LLC 1.01% of their portfolio PHOENIX, AZ 171,037171.0k $8.7m $8.7m 1.01% Added +6.8k +6,842
55 Selby Wealth Management, LLC 2.90% of their portfolio EMERYVILLE, CA 161,291161.3k $8.2m $8.2m 2.90% Added +17.8k +17,848
56 INTEGRITY ALLIANCE, LLC. 0.25% of their portfolio Urbandale, IA 159,942159.9k $8.1m $8.1m 0.25% Added +8.5k +8,487
57 Bond & Devick Financial Network, Inc. 1.99% of their portfolio ST. LOUIS PARK, MN 159,205159.2k $8.1m $8.1m 1.99% Added +19.2k +19,218
58 &PARTNERS 0.03% of their portfolio NASHVILLE, TN 158,938158.9k $8.0m $8.0m 0.03% Added +9.3k +9,288
59 OakTrust Wealth Advisors, LLC 6.85% of their portfolio WILTON, CT 156,826156.8k $7.9m $7.9m 6.85% Added +9.5k +9,495
60 Kingsview Wealth Management, LLC 0.10% of their portfolio GRANTS PASS, OR 156,446156.4k $7.9m $7.9m 0.10% Reduced -28.3k -28,307
61 PROATHLETE WEALTH MANAGEMENT LLC 1.91% of their portfolio BOCA RATON, FL 154,765154.8k $7.7m $7.7m 1.91% Reduced -4.6k -4,567
62 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 152,361152.4k $7.7m $7.7m 0.01% Added +29.4k +29,410
63 Rollins Financial Advisors, LLC 1.00% of their portfolio ATLANTA, GA 149,420149.4k $7.6m $7.6m 1.00% Reduced -5.2k -5,236
64 Apollon Financial, LLC 0.88% of their portfolio MOUNT PLEASANT, SC 147,595147.6k $7.5m $7.5m 0.88% Added +19.6k +19,585
65 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 142,216142.2k $7.2m $7.2m 0.02% New
66 Sand Hill Global Advisors, LLC 0.22% of their portfolio Palo Alto, CA 141,314141.3k $7.2m $7.2m 0.22% Unchanged
67 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 135,515135.5k $6.9m $6.9m 0.01% Added +22.6k +22,592
68 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 134,240134.2k $6.8m $6.8m 0.01% Added +7.1k +7,146
69 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 132,370132.4k $6.7m $6.7m 0.00% Added +10.4k +10,432
70 Summit Financial, LLC 0.07% of their portfolio PARSIPPANY, NJ 131,104131.1k $6.6m $6.6m 0.07% Reduced -25.4k -25,447
71 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 129,740129.7k $6.6m $6.6m 0.03% Added +15.1k +15,124
72 LEVEL FOUR ADVISORY SERVICES, LLC 0.19% of their portfolio DALLAS, TX 129,603129.6k $6.6m $6.6m 0.19% Added +4.9k +4,881
73 RPg Family Wealth Advisory, LLC 0.60% of their portfolio BURLINGTON, MA 127,345127.3k $6.5m $6.5m 0.60% Added +63.2k +63,214
74 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 124,459124.5k $6.3m $6.3m 0.02% Reduced -55.6k -55,613
75 San Luis Wealth Advisors LLC 0.93% of their portfolio SAN LUIS OBISPO, CA 121,545121.5k $6.2m $6.2m 0.93% Reduced -97.3k -97,316
76 Alpha Financial Advisors, LLC 1.71% of their portfolio CHARLOTTE, NC 121,315121.3k $6.1m $6.1m 1.71% Added +5.8k +5,790
77 STALEY CAPITAL ADVISERS INC 0.24% of their portfolio PITTSBURGH, PA 119,430119.4k $6.1m $6.1m 0.24% Unchanged
78 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 113,239113.2k $5.7m $5.7m 0.00% Added +62.7k +62,664
79 Montecito Bank & Trust 0.85% of their portfolio SANTA BARBARA, CA 112,329112.3k $5.7m $5.7m 0.85% Added +763 +763
80 Mariner, LLC 0.01% of their portfolio Overland Park, KS 109,369109.4k $5.5m $5.5m 0.01% Reduced -17.3k -17,300
81 Gladstone Institutional Advisory LLC 0.17% of their portfolio Bedminster, NJ 105,933105.9k $5.4m $5.4m 0.17% Reduced -216 -216
82 FINANCIAL MANAGEMENT NETWORK INC 0.76% of their portfolio MISSION VIEJO, CA 104,865104.9k $5.3m $5.3m 0.76% Reduced -8.8k -8,806
83 LOWE BROCKENBROUGH & CO INC 0.24% of their portfolio RICHMOND, VA 104,614104.6k $5.3m $5.3m 0.24% Reduced -25.3k -25,305
84 Meramec Financial Planners, LLC 1.91% of their portfolio SAINT LOUIS, MO 103,366103.4k $5.2m $5.2m 1.91% Added +4.0k +3,990
85 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 101,883101.9k $5.2m $5.2m 0.01% Added +8.7k +8,729
86 AlphaCore Capital LLC 0.10% of their portfolio LA JOLLA, CA 101,850101.8k $5.2m $5.2m 0.10% Added +24.1k +24,071
87 Kure Advisory, LLC 2.37% of their portfolio PLYMOUTH, MN 98,61698.6k $5.0m $5.0m 2.37% Added +9.0k +8,975
88 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 92,39492.4k $4.7m $4.7m 0.00% Added +19.5k +19,465
89 Caliber Wealth Management, LLC / KS 0.45% of their portfolio Overland Park, KS 91,47091.5k $4.6m $4.6m 0.45% Added +397 +397
90 Sigma Planning Corp 0.12% of their portfolio ANN ARBOR, MI 90,26390.3k $4.6m $4.6m 0.12% Added +10.2k +10,208
91 Van Hulzen Asset Management, LLC 0.32% of their portfolio EL DORADO HILLS, CA 88,57688.6k $4.5m $4.5m 0.32% Reduced -7.4k -7,395
92 WJ Wealth Management, LLC 1.75% of their portfolio GLENDALE, AZ 87,65287.7k $4.4m $4.4m 1.75% Added +1.6k +1,634
93 Focus Financial Network, Inc. 0.14% of their portfolio MINNEAPOLIS, MN 86,69786.7k $4.4m $4.4m 0.14% Added +21.8k +21,787
94 BRADY FAMILY WEALTH, LLC 1.24% of their portfolio SAINT LOUIS, MO 84,90584.9k $4.3m $4.3m 1.24% Added +1.4k +1,417
95 CARY STREET PARTNERS FINANCIAL LLC 0.09% of their portfolio RICHMOND, VA 80,73380.7k $4.1m $4.1m 0.09% Added +1.8k +1,818
96 KKM Financial LLC 0.53% of their portfolio CHICAGO, IL 76,87476.9k $3.9m $3.9m 0.53% Added +6.2k +6,230
97 Wescott Financial Advisory Group, LLC 0.30% of their portfolio Philadelphia, PA 76,83776.8k $3.9m $3.9m 0.30% Added +3.8k +3,754
98 First Citizens Financial Corp 1.60% of their portfolio MASON CITY, IA 75,44375.4k $3.8m $3.8m 1.60% Added +3.6k +3,599
99 Cadia Private Client LLC 2.69% of their portfolio PARSIPPANY, NJ 73,89473.9k $3.7m $3.7m 2.69% New
100 IRON Financial LLC 1.54% of their portfolio NORTHBROOK, IL 73,82473.8k $3.7m $3.7m 1.54% Added +4.3k +4,268