Vault-13

ISHARES U S ETF TR MEAR

SHORT MATURITY M · ETP · CUSIP 46431W838

187 institutional holders +12 vs Q1 2025
18,088,35818.1m shares reported held*
$909.6mreported value*
22 new 83 added 51 reduced 12 sold out net bought ≈ $137.6m (+2.7m 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 ($5.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.29.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 106Q4 22: 111Q1 23: 107Q2 23: 108Q3 23: 117Q4 23: 135Q1 24: 132Q2 24: 141Q3 24: 147Q4 24: 162Q1 25: 175Q2 25: 187187Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022106
Q4 2022111
Q1 2023107
Q2 2023108
Q3 2023117
Q4 2023135
Q1 2024132
Q2 2024141
Q3 2024147
Q4 2024162
Q1 2025175
Q2 2025187

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 56 bought or addedQ3 23: 55 cut or sold outQ4 23: 60 bought or addedQ4 23: 52 cut or sold outQ4 23Q1 24: 67 bought or addedQ1 24: 57 cut or sold outQ2 24: 81 bought or addedQ2 24: 52 cut or sold outQ2 24Q3 24: 77 bought or addedQ3 24: 49 cut or sold outQ4 24: 97 bought or addedQ4 24: 42 cut or sold outQ4 24Q1 25: 103 bought or addedQ1 25: 54 cut or sold outQ2 25: 105 bought or addedQ2 25: 63 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235655
Q4 20236052
Q1 20246757
Q2 20248152
Q3 20247749
Q4 20249742
Q1 202510354
Q2 202510563

Biggest buyers

MORGAN STANLEY Added +1,172,752+1.2m
CAPTRUST FINANCIAL ADVISORS Added +300,537+300.5k
BANK OF AMERICA CORP /DE/ Added +202,654+202.7k
ROYAL BANK OF CANADA Added +145,487+145.5k
LPL Financial LLC Added +122,257+122.3k
Rockwood Wealth Management, LLC Added +118,537+118.5k
JANE STREET GROUP, LLC Added +107,993+108.0k
OSAIC HOLDINGS, INC. Added +103,801+103.8k
Rockefeller Capital Management L.P. Added +88,209+88.2k
Sovran Advisors, LLC New +76,775+76.8k

Biggest sellers

Portfolio Design Labs, LLC Reduced -121,517-121.5k
Ascent Group, LLC Reduced -96,007-96.0k
Focus Partners Wealth Reduced -71,881-71.9k
Savant Capital, LLC Reduced -34,516-34.5k
Kestra Investment Management, LLC Reduced -32,146-32.1k
KM Capital Management Ltd. Reduced -29,194-29.2k
TAGStone Capital, Inc. Reduced -29,095-29.1k
Aveo Capital Partners, LLC Sold out -20,307-20.3k
Clarity Asset Management, Inc. Reduced -19,200-19.2k
Principle Wealth Partners LLC Sold out -18,049-18.0k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,104,6553.1m $156.1m $156.1m 0.01% Added +1.2m +1,172,752
2 Rockwood Wealth Management, LLC 8.44% of their portfolio New Hope, PA 1,908,2821.9m $95.9m $95.9m 8.44% Added +118.5k +118,537
3 Resonant Capital Advisors, LLC 3.96% of their portfolio Madison, WI 1,233,0461.2m $62.0m $62.0m 3.96% Added +799 +799
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,149,7771.1m $57.8m $57.8m 0.00% Added +202.7k +202,654
5 Kestra Investment Management, LLC 0.70% of their portfolio AUSTIN, TX 898,054898.1k $45.1m $45.1m 0.70% Reduced -32.1k -32,146
6 Integrated Wealth Concepts LLC 0.33% of their portfolio WALTHAM, MA 657,854657.9k $33.1m $33.1m 0.33% Reduced -15.9k -15,933
7 CAPTRUST FINANCIAL ADVISORS 0.07% of their portfolio RALEIGH, NC 584,589584.6k $29.4m $29.4m 0.07% Added +300.5k +300,537
8 Foster Group, Inc. 0.89% of their portfolio WEST DES MOINES, IA 519,603519.6k $26.1m $26.1m 0.89% Reduced -90 -90
9 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 507,620507.6k $25.5m $25.5m 0.01% Added +122.3k +122,257
10 Ullmann Wealth Partners Group, LLC 2.57% of their portfolio JACKSONVILLE BEACH, FL 432,145432.1k $21.7m $21.7m 2.57% Added +66.3k +66,265
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 412,801412.8k $20.8m $20.8m 0.01% Reduced -15.2k -15,182
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 290,409290.4k $14.6m $14.6m 0.00% Reduced -17.2k -17,152
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 252,522252.5k $12.7m $12.7m 0.00% Added +145.5k +145,487
14 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 217,177217.2k $10.9m $10.9m 0.02% Added +103.8k +103,801
15 STEPHENS INC /AR/ 0.15% of their portfolio LITTLE ROCK, AR 214,903214.9k $10.8m $10.8m 0.15% Added +4.5k +4,492
16 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 207,061207.1k $10.4m $10.4m 0.02% Reduced -71.9k -71,881
17 Pine Harbor Wealth Management, LLC 3.40% of their portfolio FAIRFAX, VA 192,141192.1k $9.7m $9.7m 3.40% Added +9.8k +9,796
18 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 184,590184.6k $9.3m $9.3m 0.03% Reduced -16.1k -16,114
19 Quotient Wealth Partners, LLC 0.26% of their portfolio DALLAS, TX 177,362177.4k $8.9m $8.9m 0.26% Added +22.0k +21,976
20 Betterment LLC 0.02% of their portfolio NEW YORK, NY 158,452158.5k $8.0m $8.0m 0.02% Added +46.9k +46,897
21 Dynasty Wealth Management, LLC 0.13% of their portfolio ST. PETERSBURG, FL 154,659154.7k $7.8m $7.8m 0.13% Reduced -1.6k -1,573
22 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 152,532152.5k $7.7m $7.7m 0.01% Added +52.1k +52,120
23 CWM, LLC 0.03% of their portfolio OMAHA, NE 149,743149.7k $7.5m $7.5m 0.03% Added +1.8k +1,836
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 138,292138.3k $7.0m $7.0m 0.00% Added +39.1k +39,067
25 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 131,042131.0k $6.6m $6.6m 0.01% Added +108.0k +107,993
26 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 128,780128.8k $6.5m $6.5m 0.03% Added +8.7k +8,740
27 Smart Money Group LLC 2.01% of their portfolio EASTLAND, TX 127,694127.7k $6.4m $6.4m 2.01% Reduced -14.3k -14,256
28 Savant Capital, LLC 0.05% of their portfolio ROCKFORD, IL 126,382126.4k $6.4m $6.4m 0.05% Reduced -34.5k -34,516
29 Portfolio Design Labs, LLC 1.22% of their portfolio ENCINO, CA 123,676123.7k $6.2m $6.2m 1.22% Reduced -121.5k -121,517
30 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 111,218111.2k $5.6m $5.6m 0.01% Added +88.2k +88,209
31 Ascent Group, LLC 0.21% of their portfolio VIRGINIA BEACH, VA 106,255106.3k $5.3m $5.3m 0.21% Reduced -96.0k -96,007
32 DONALDSON CAPITAL MANAGEMENT, LLC 0.18% of their portfolio EVANSVILLE, IN 95,08495.1k $4.8m $4.8m 0.18% Added +21.8k +21,829
33 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 93,82993.8k $4.7m $4.7m 0.05% Added +8.1k +8,088
34 Modern Wealth Management, LLC 0.11% of their portfolio KANSAS CITY, MO 92,56792.6k $4.7m $4.7m 0.11% Added +530 +530
35 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 92,42392.4k $4.6m $4.6m 0.03% Added +7.1k +7,106
36 Integrated Investment Consultants, LLC 0.85% of their portfolio BLOOMFIELD HILLS, MI 86,46586.5k $4.3m $4.3m 0.85% Added +23.0k +23,010
37 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 85,30385.3k $4.3m $4.3m 0.01% Added +7.6k +7,589
38 Richard P Slaughter Associates Inc 0.86% of their portfolio AUSTIN, TX 83,50783.5k $4.2m $4.2m 0.86% Added +33.7k +33,746
39 DGS Capital Management, LLC 0.85% of their portfolio JERSEY CITY, NJ 81,54681.5k $4.1m $4.1m 0.85% Reduced -2.3k -2,266
40 Sovran Advisors, LLC 0.40% of their portfolio SAN DIEGO, CA 76,77576.8k $3.9m $3.9m 0.40% New
41 Elmwood Wealth Management, Inc. 1.53% of their portfolio BERKELEY, CA 76,60576.6k $3.9m $3.9m 1.53% Added +875 +875
42 Keystone Financial Group, Inc. 2.28% of their portfolio ATLANTA, GA 71,22371.2k $3.6m $3.6m 2.28% Added +19.0k +18,965
43 JACOBSON & SCHMITT ADVISORS, LLC 0.60% of their portfolio MIDDLETON, WI 66,99367.0k $3.4m $3.4m 0.60% Added +406 +406
44 Tortoise Investment Management, LLC 0.32% of their portfolio WHITE PLAINS, NY 66,61066.6k $3.3m $3.3m 0.32% Added +10.6k +10,600
45 Mariner, LLC 0.00% of their portfolio Overland Park, KS 66,31666.3k $3.3m $3.3m 0.00% Added +37.0k +37,009
46 Obsidian Personal Planning Solutions LLC 1.35% of their portfolio ROCKVILLE, MD 66,30366.3k $3.3m $3.3m 1.35% Added +1.2k +1,164
47 Skyline Advisors, Inc. 1.21% of their portfolio BELLINGHAM, WA 65,03665.0k $3.3m $3.3m 1.21% New
48 Clarity Asset Management, Inc. 1.84% of their portfolio AMES, IA 61,47661.5k $3.1m $3.1m 1.84% Reduced -19.2k -19,200
49 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 59,78159.8k $3.0m $3.0m 0.00% Added +10.0k +9,989
50 Horizon Wealth Management, LLC 0.53% of their portfolio LA GRANGE, IL 59,51659.5k $3.0m $3.0m 0.53% New
51 Sigma Planning Corp 0.09% of their portfolio ANN ARBOR, MI 56,50856.5k $2.8m $2.8m 0.09% Reduced -2.3k -2,277
52 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.17% of their portfolio Westlake, OH 51,25751.3k $2.6m $2.6m 0.17% Added +1.6k +1,551
53 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 43,98644.0k $2.2m $2.2m 0.00% Added +25.9k +25,936
54 Flagship Private Wealth, LLC 0.93% of their portfolio Woburn, MA 43,30543.3k $2.2m $2.2m 0.93% Added +3.1k +3,078
55 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 42,19442.2k $2.1m $2.1m 0.00% Reduced -153 -153
56 Meeder Advisory Services, Inc. 0.11% of their portfolio DUBLIN, OH 41,70441.7k $2.1m $2.1m 0.11% New
57 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 40,64040.6k $2.0m $2.0m 0.00% Reduced -5.5k -5,467
58 KWMG, LLC 0.19% of their portfolio OVERLAND PARK, KS 40,56240.6k $2.0m $2.0m 0.19% Reduced -6.4k -6,390
59 Highland Financial Advisors, LLC 0.64% of their portfolio WAYNE, NJ 39,61239.6k $2.0m $2.0m 0.64% Added +451 +451
60 BlackRock, Inc. 0.00% of their portfolio New York, NY 38,05338.1k $1.9m $1.9m 0.00% Reduced -1.1k -1,096
61 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 36,91436.9k $1.9m $1.9m 0.01% Added +12.1k +12,061
62 EAGLE GLOBAL ADVISORS LLC 0.07% of their portfolio Houston, TX 36,65036.6k $1.8m $1.8m 0.07% Added +1.0k +1,000
63 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 36,02236.0k $1.8m $1.8m 0.02% Added +224 +224
64 Willis Johnson & Associates, Inc. 0.12% of their portfolio Houston, TX 35,99136.0k $1.8m $1.8m 0.12% Added +14.3k +14,336
65 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 35,65035.6k $1.8m $1.8m 0.01% Reduced -16.2k -16,248
66 HILL ISLAND FINANCIAL LLC 0.49% of their portfolio GRAND RAPIDS, MI 35,15435.2k $1.8m $1.8m 0.49% Added +81 +81
67 AXXCESS WEALTH MANAGEMENT, LLC 0.04% of their portfolio CARLSBAD, CA 34,23634.2k $1.7m $1.7m 0.04% Added +29.1k +29,116
68 Atria Wealth Solutions, Inc. 0.04% of their portfolio NEW YORK, NY 32,92732.9k $1.7m $1.7m 0.04% Added +3.9k +3,911
69 TITLEIST ASSET MANAGEMENT, LLC 0.16% of their portfolio SAN ANTONIO, TX 32,56932.6k $1.6m $1.6m 0.16% Added +2.4k +2,379
70 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 31,71831.7k $1.6m $1.6m 0.02% Added +8.8k +8,773
71 1900 WEALTH MANAGEMENT LLC 0.12% of their portfolio SAN ANTONIO, TX 30,77730.8k $1.5m $1.5m 0.12% Unchanged
72 Summit Wealth Partners, LLC 0.29% of their portfolio Orlando, FL 30,62430.6k $1.5m $1.5m 0.29% Added +13.4k +13,399
73 Alexander Randolph Advisory, Inc. 1.35% of their portfolio MCLEAN, VA 30,02030.0k $1.5m $1.5m 1.35% Added +23.5k +23,525
74 Aprio Wealth Management, LLC 0.17% of their portfolio ATLANTA, GA 29,78729.8k $1.5m $1.5m 0.17% Added +4.7k +4,708
75 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 28,73428.7k $1.4m $1.4m 0.00% Reduced -961 -961
76 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 27,29727.3k $1.4m $1.4m 0.00% Added +19.3k +19,261
77 COMERICA BANK 0.01% of their portfolio DALLAS, TX 26,37426.4k $1.3m $1.3m 0.01% Reduced -1.4k -1,418
78 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 25,44625.4k $1.3m $1.3m 0.04% Added +12.7k +12,687
79 Five Pine Wealth Management 0.94% of their portfolio COEUR D ALENE, ID 25,18625.2k $1.3m $1.3m 0.94% Added +3.0k +3,016
80 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 24,38624.4k $1.2m $1.2m 0.00% Reduced -746 -746
81 WEBSTER BANK, N. A. 0.12% of their portfolio WATERBURY, CT 24,01624.0k $1.2m $1.2m 0.12% Unchanged
82 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 24,01524.0k $1.2m $1.2m 0.01% Added +10.4k +10,411
83 First Citizens Financial Corp 0.66% of their portfolio MASON CITY, IA 23,98924.0k $1.2m $1.2m 0.66% Reduced -14.2k -14,226
84 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 22,33622.3k $1.1m $1.1m 0.00% Added +10.8k +10,792
85 Savvy Advisors, Inc. 0.07% of their portfolio NEW YORK, NY 22,24922.2k $1.1m $1.1m 0.07% Added +10.1k +10,083
86 Total Clarity Wealth Management, Inc. 0.30% of their portfolio ST. CHARLES, IL 21,03921.0k $1.1m $1.1m 0.30% Reduced -3.9k -3,882
87 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 20,81920.8k $1.0m $1.0m 0.01% Reduced -7.6k -7,563
88 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 20,56420.6k $1.0m $1.0m 0.00% Added +5.9k +5,853
89 Western Wealth Management, LLC 0.06% of their portfolio GOLDEN, CO 20,13920.1k $1.0m $1.0m 0.06% Unchanged
90 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 20,08920.1k $1.0m $1.0m 0.01% Reduced -1.1k -1,115
91 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 20,00020.0k $1.0m $1.0m 0.01% Unchanged
92 Tower Research Capital LLC (TRC) 0.03% of their portfolio NEW YORK, NY 19,79819.8k $995.2k $995.2k 0.03% New
93 LexAurum Advisors, LLC 0.16% of their portfolio OVERLAND PARK, KS 19,64519.6k $987.5k $987.5k 0.16% Reduced -4.9k -4,868
94 Evernest Financial Advisors, LLC 0.31% of their portfolio CARMEL, IN 19,18919.2k $964.6k $964.6k 0.31% Added +2.4k +2,433
95 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 18,95018.9k $952.6k $952.6k 0.01% New
96 4J Wealth Management LLC 0.60% of their portfolio MCLEAN, VA 17,81517.8k $895.6k $895.6k 0.60% Unchanged
97 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 17,09317.1k $859.3k $859.3k 0.02% Added +17.0k +16,966
98 Fourth Dimension Wealth, LLC 0.36% of their portfolio MIDDLEBURG HEIGHTS, OH 17,06917.1k $858.1k $858.1k 0.36% Reduced -1.6k -1,605
99 McKinley Carter Wealth Services, Inc. 0.05% of their portfolio WHEELING, WV 16,67016.7k $838.0k $838.0k 0.05% Added +3.4k +3,374
100 Columbia River Financial Group, LLC 0.52% of their portfolio VANCOUVER, WA 15,97016.0k $803.0k $803.0k 0.52% Reduced -8.1k -8,095