Vault-13

ISHARES U S ETF TR MEAR

SHORT MATURITY M · ETP · CUSIP 46431W838

191 institutional holders +4 vs Q2 2025
19,490,41619.5m shares reported held*
$984.7mreported value*
17 new 86 added 58 reduced 10 sold out net bought ≈ $73.1m (+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 ($5.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.52.

Trends to Q3 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: 187Q3 25: 191191Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025191

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 23: 60 bought or addedQ4 23: 52 cut or sold outQ1 24: 67 bought or addedQ1 24: 57 cut or sold outQ1 24Q2 24: 81 bought or addedQ2 24: 52 cut or sold outQ3 24: 77 bought or addedQ3 24: 49 cut or sold outQ3 24Q4 24: 97 bought or addedQ4 24: 42 cut or sold outQ1 25: 103 bought or addedQ1 25: 54 cut or sold outQ1 25Q2 25: 105 bought or addedQ2 25: 63 cut or sold outQ3 25: 103 bought or addedQ3 25: 68 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20236052
Q1 20246757
Q2 20248152
Q3 20247749
Q4 20249742
Q1 202510354
Q2 202510563
Q3 202510368

Biggest buyers

CAPTRUST FINANCIAL ADVISORS Added +674,207+674.2k
JPMORGAN CHASE & CO Added +372,705+372.7k
MORGAN STANLEY Added +314,175+314.2k
Resonant Capital Advisors, LLC Added +139,550+139.6k
Rockwood Wealth Management, LLC Added +119,257+119.3k
HighTower Advisors, LLC Added +109,109+109.1k
LPL Financial LLC Added +102,362+102.4k
Sanctuary Advisors, LLC Added +83,311+83.3k
Thrivent Financial for Lutherans New +53,148+53.1k
Cetera Investment Advisers Added +51,246+51.2k

Biggest sellers

Kestra Investment Management, LLC Reduced -425,759-425.8k
ROYAL BANK OF CANADA Reduced -88,680-88.7k
JANE STREET GROUP, LLC Reduced -74,099-74.1k
BANK OF AMERICA CORP /DE/ Reduced -68,867-68.9k
Rockefeller Capital Management L.P. Reduced -68,154-68.2k
Skyline Advisors, Inc. Reduced -58,475-58.5k
STEPHENS INC /AR/ Reduced -43,275-43.3k
Sovran Advisors, LLC Reduced -37,340-37.3k
Cambridge Investment Research Advisors, Inc. Reduced -21,886-21.9k
DONALDSON CAPITAL MANAGEMENT, LLC Reduced -21,240-21.2k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,418,8303.4m $172.7m $172.7m 0.01% Added +314.2k +314,175
2 Rockwood Wealth Management, LLC 8.18% of their portfolio New Hope, PA 2,027,5392.0m $102.4m $102.4m 8.18% Added +119.3k +119,257
3 Resonant Capital Advisors, LLC 4.04% of their portfolio Madison, WI 1,372,5961.4m $69.3m $69.3m 4.04% Added +139.6k +139,550
4 CAPTRUST FINANCIAL ADVISORS 0.13% of their portfolio RALEIGH, NC 1,258,7961.3m $63.6m $63.6m 0.13% Added +674.2k +674,207
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,080,9101.1m $54.6m $54.6m 0.00% Reduced -68.9k -68,867
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 663,114663.1k $33.5m $33.5m 0.00% Added +372.7k +372,705
7 Integrated Wealth Concepts LLC 0.30% of their portfolio WALTHAM, MA 657,840657.8k $33.2m $33.2m 0.30% Reduced -14 -14
8 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 609,982610.0k $30.8m $30.8m 0.01% Added +102.4k +102,362
9 Foster Group, Inc. 0.84% of their portfolio WEST DES MOINES, IA 527,331527.3k $26.6m $26.6m 0.84% Added +7.7k +7,728
10 Kestra Investment Management, LLC 0.64% of their portfolio AUSTIN, TX 472,295472.3k $23.9m $23.9m 0.64% Reduced -425.8k -425,759
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 460,256460.3k $23.2m $23.2m 0.01% Added +47.5k +47,455
12 Ullmann Wealth Partners Group, LLC 2.49% of their portfolio JACKSONVILLE BEACH, FL 451,989452.0k $22.8m $22.8m 2.49% Added +19.8k +19,844
13 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 220,116220.1k $11.1m $11.1m 0.02% Added +2.9k +2,939
14 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 203,778203.8k $10.3m $10.3m 0.01% Added +51.2k +51,246
15 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 200,593200.6k $10.1m $10.1m 0.02% Reduced -6.5k -6,468
16 Dynasty Wealth Management, LLC 0.13% of their portfolio ST. PETERSBURG, FL 196,751196.8k $9.9m $9.9m 0.13% Added +42.1k +42,092
17 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 194,412194.4k $9.8m $9.8m 0.01% Added +109.1k +109,109
18 Quotient Wealth Partners, LLC 0.27% of their portfolio DALLAS, TX 193,455193.5k $9.8m $9.8m 0.27% Added +16.1k +16,093
19 Pine Harbor Wealth Management, LLC 3.04% of their portfolio FAIRFAX, VA 187,752187.8k $9.5m $9.5m 3.04% Reduced -4.4k -4,389
20 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 175,734175.7k $8.9m $8.9m 0.03% Added +83.3k +83,311
21 STEPHENS INC /AR/ 0.11% of their portfolio LITTLE ROCK, AR 171,628171.6k $8.7m $8.7m 0.11% Reduced -43.3k -43,275
22 CWM, LLC 0.03% of their portfolio OMAHA, NE 168,672168.7k $8.5m $8.5m 0.03% Added +18.9k +18,929
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 163,842163.8k $8.3m $8.3m 0.00% Reduced -88.7k -88,680
24 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 162,704162.7k $8.2m $8.2m 0.02% Reduced -21.9k -21,886
25 Betterment LLC 0.01% of their portfolio NEW YORK, NY 148,087148.1k $7.5m $7.5m 0.01% Reduced -10.4k -10,365
26 Savant Capital, LLC 0.04% of their portfolio ROCKFORD, IL 146,595146.6k $7.4m $7.4m 0.04% Added +20.2k +20,213
27 Smart Money Group LLC 1.99% of their portfolio EASTLAND, TX 133,026133.0k $6.7m $6.7m 1.99% Added +5.3k +5,332
28 UBS Group AG 0.00% of their portfolio ZURICH, V8 131,609131.6k $6.6m $6.6m 0.00% Reduced -6.7k -6,683
29 Portfolio Design Labs, LLC 1.01% of their portfolio ENCINO, CA 116,037116.0k $5.9m $5.9m 1.01% Reduced -7.6k -7,639
30 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 109,550109.5k $5.5m $5.5m 0.03% Reduced -19.2k -19,230
31 Ascent Group, LLC 0.18% of their portfolio VIRGINIA BEACH, VA 99,90999.9k $5.0m $5.0m 0.18% Reduced -6.3k -6,346
32 Richard P Slaughter Associates Inc 1.07% of their portfolio AUSTIN, TX 98,24498.2k $5.0m $5.0m 1.07% Added +14.7k +14,737
33 DGS Capital Management, LLC 0.88% of their portfolio JERSEY CITY, NJ 95,14795.1k $4.8m $4.8m 0.88% Added +13.6k +13,601
34 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 91,26991.3k $4.6m $4.6m 0.05% Reduced -2.6k -2,560
35 Modern Wealth Management, LLC 0.09% of their portfolio KANSAS CITY, MO 91,17691.2k $4.6m $4.6m 0.09% Reduced -1.4k -1,391
36 Elmwood Wealth Management, Inc. 1.46% of their portfolio BERKELEY, CA 81,42581.4k $4.1m $4.1m 1.46% Added +4.8k +4,820
37 Keystone Financial Group, Inc. 2.31% of their portfolio ATLANTA, GA 81,26681.3k $4.1m $4.1m 2.31% Added +10.0k +10,043
38 DONALDSON CAPITAL MANAGEMENT, LLC 0.12% of their portfolio EVANSVILLE, IN 73,84473.8k $3.7m $3.7m 0.12% Reduced -21.2k -21,240
39 Integrated Investment Consultants, LLC 0.62% of their portfolio BLOOMFIELD HILLS, MI 72,34972.3k $3.7m $3.7m 0.62% Reduced -14.1k -14,116
40 Tortoise Investment Management, LLC 0.32% of their portfolio WHITE PLAINS, NY 70,61070.6k $3.6m $3.6m 0.32% Added +4.0k +4,000
41 Obsidian Personal Planning Solutions LLC 1.20% of their portfolio ROCKVILLE, MD 68,44768.4k $3.5m $3.5m 1.20% Added +2.1k +2,144
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 65,72765.7k $3.3m $3.3m 0.00% Reduced -589 -589
43 JACOBSON & SCHMITT ADVISORS, LLC 0.55% of their portfolio MIDDLETON, WI 63,92863.9k $3.2m $3.2m 0.55% Reduced -3.1k -3,065
44 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 63,50463.5k $3.2m $3.2m 0.00% Added +19.5k +19,518
45 Clarity Asset Management, Inc. 1.79% of their portfolio AMES, IA 63,34763.3k $3.2m $3.2m 1.79% Added +1.9k +1,871
46 Horizon Wealth Management, LLC 0.47% of their portfolio LA GRANGE, IL 62,92562.9k $3.2m $3.2m 0.47% Added +3.4k +3,409
47 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 60,04560.0k $3.0m $3.0m 0.00% Added +264 +264
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 56,94356.9k $2.9m $2.9m 0.00% Reduced -74.1k -74,099
49 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.16% of their portfolio Westlake, OH 55,58555.6k $2.8m $2.8m 0.16% Added +4.3k +4,328
50 Sigma Planning Corp 0.08% of their portfolio ANN ARBOR, MI 54,64954.6k $2.8m $2.8m 0.08% Reduced -1.9k -1,859
51 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 53,14853.1k $2.7m $2.7m 0.01% New
52 BlackRock, Inc. 0.00% of their portfolio New York, NY 50,10350.1k $2.5m $2.5m 0.00% Added +12.1k +12,050
53 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 48,41348.4k $2.4m $2.4m 0.00% Added +7.8k +7,773
54 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 46,62646.6k $2.4m $2.4m 0.01% Added +9.7k +9,712
55 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 45,41045.4k $2.3m $2.3m 0.00% Added +3.2k +3,216
56 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 43,06443.1k $2.2m $2.2m 0.00% Reduced -68.2k -68,154
57 Meeder Advisory Services, Inc. 0.10% of their portfolio DUBLIN, OH 42,67742.7k $2.2m $2.2m 0.10% Added +973 +973
58 Flagship Private Wealth, LLC 0.86% of their portfolio Woburn, MA 42,39042.4k $2.1m $2.1m 0.86% Reduced -915 -915
59 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 40,66840.7k $2.1m $2.1m 0.02% Added +8.9k +8,950
60 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 40,53240.5k $2.0m $2.0m 0.00% New
61 Aprio Wealth Management, LLC 0.20% of their portfolio ATLANTA, GA 40,26840.3k $2.0m $2.0m 0.20% Added +10.5k +10,481
62 Highland Financial Advisors, LLC 0.58% of their portfolio WAYNE, NJ 40,16140.2k $2.0m $2.0m 0.58% Added +549 +549
63 Sovran Advisors, LLC 0.18% of their portfolio SAN DIEGO, CA 39,43539.4k $2.0m $2.0m 0.18% Reduced -37.3k -37,340
64 KWMG, LLC 0.17% of their portfolio OVERLAND PARK, KS 38,00738.0k $1.9m $1.9m 0.17% Reduced -2.6k -2,555
65 AXXCESS WEALTH MANAGEMENT, LLC 0.04% of their portfolio CARLSBAD, CA 37,25337.3k $1.9m $1.9m 0.04% Added +3.0k +3,017
66 EAGLE GLOBAL ADVISORS LLC 0.07% of their portfolio Houston, TX 36,65036.6k $1.9m $1.9m 0.07% Unchanged
67 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 36,60536.6k $1.8m $1.8m 0.02% Added +583 +583
68 HILL ISLAND FINANCIAL LLC 0.44% of their portfolio GRAND RAPIDS, MI 35,15435.2k $1.8m $1.8m 0.44% Unchanged
69 TITLEIST ASSET MANAGEMENT, LLC 0.16% of their portfolio SAN ANTONIO, TX 35,00735.0k $1.8m $1.8m 0.16% Added +2.4k +2,438
70 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 33,62733.6k $1.7m $1.7m 0.01% Reduced -2.0k -2,023
71 Summit Wealth Partners, LLC 0.30% of their portfolio Orlando, FL 32,60832.6k $1.6m $1.6m 0.30% Added +2.0k +1,984
72 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 32,34032.3k $1.6m $1.6m 0.00% Added +11.8k +11,776
73 Alexander Randolph Advisory, Inc. 1.31% of their portfolio MCLEAN, VA 31,52931.5k $1.6m $1.6m 1.31% Added +1.5k +1,509
74 1900 WEALTH MANAGEMENT LLC 0.11% of their portfolio SAN ANTONIO, TX 30,77730.8k $1.6m $1.6m 0.11% Unchanged
75 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 30,72830.7k $1.6m $1.6m 0.00% Added +3.4k +3,431
76 U.S. Capital Wealth Advisors, LLC 0.04% of their portfolio AUSTIN, TX 29,77929.8k $1.5m $1.5m 0.04% New
77 COMERICA BANK 0.01% of their portfolio DALLAS, TX 28,63428.6k $1.4m $1.4m 0.01% Added +2.3k +2,260
78 Five Pine Wealth Management 0.91% of their portfolio COEUR D ALENE, ID 26,63126.6k $1.3m $1.3m 0.91% Added +1.4k +1,445
79 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 26,57126.6k $1.3m $1.3m 0.01% Added +6.6k +6,571
80 Willis Johnson & Associates, Inc. 0.08% of their portfolio Houston, TX 26,18626.2k $1.3m $1.3m 0.08% Reduced -9.8k -9,805
81 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 25,55425.6k $1.3m $1.3m 0.01% Added +1.5k +1,539
82 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 25,17525.2k $1.3m $1.3m 0.03% Reduced -271 -271
83 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 24,21324.2k $1.2m $1.2m 0.00% Added +1.9k +1,877
84 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 23,19823.2k $1.2m $1.2m 0.00% Reduced -1.2k -1,188
85 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 23,11823.1k $1.2m $1.2m 0.00% Reduced -5.6k -5,616
86 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 22,55322.6k $1.1m $1.1m 0.06% Added +5.9k +5,883
87 Savvy Advisors, Inc. 0.05% of their portfolio NEW YORK, NY 22,24922.2k $1.1m $1.1m 0.05% Unchanged
88 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 22,07322.1k $1.1m $1.1m 0.01% Added +2.0k +1,984
89 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 21,33321.3k $1.1m $1.1m 0.03% New
90 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 21,26921.3k $1.1m $1.1m 0.02% Added +4.2k +4,176
91 Total Clarity Wealth Management, Inc. 0.28% of their portfolio ST. CHARLES, IL 21,02721.0k $1.1m $1.1m 0.28% Reduced -12 -12
92 Syntegra Private Wealth Group, LLC 0.10% of their portfolio Chesterfield, MO 20,55220.6k $1.0m $1.0m 0.10% Added +9.2k +9,160
93 Western Wealth Management, LLC 0.05% of their portfolio GOLDEN, CO 20,13920.1k $1.0m $1.0m 0.05% Unchanged
94 Bellecapital International Ltd. 0.16% of their portfolio ZURICH, V8 19,90819.9k $1.0m $1.0m 0.16% New
95 LexAurum Advisors, LLC 0.14% of their portfolio OVERLAND PARK, KS 19,78819.8k $999.5k $999.5k 0.14% Added +143 +143
96 Evernest Financial Advisors, LLC 0.27% of their portfolio CARMEL, IN 18,89818.9k $954.6k $954.6k 0.27% Reduced -291 -291
97 Columbia River Financial Group, LLC 0.59% of their portfolio VANCOUVER, WA 18,88018.9k $950.0k $950.0k 0.59% Added +2.9k +2,910
98 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 18,70618.7k $944.8k $944.8k 0.00% Added +16.3k +16,316
99 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 18,20618.2k $920.0k $920.0k 0.00% New
100 4J Wealth Management LLC 0.53% of their portfolio MCLEAN, VA 17,73917.7k $896.0k $896.0k 0.53% Reduced -76 -76