Vault-13

ISHARES U S ETF TR MEAR

SHORT MATURITY M · ETP · CUSIP 46431W838

219 institutional holders +28 vs Q3 2025
20,630,87420.6m shares reported held*
$1.0bnreported value*
32 new 87 added 59 reduced 13 sold out net bought ≈ $48.3m (+959.5k 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 ($5.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.34.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 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: 191Q4 25: 219219Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025219

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 103 bought or addedQ3 25: 68 cut or sold outQ4 25: 119 bought or addedQ4 25: 72 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20246757
Q2 20248152
Q3 20247749
Q4 20249742
Q1 202510354
Q2 202510563
Q3 202510368
Q4 202511972

Biggest buyers

Quantinno Capital Management LP New +307,365+307.4k
Cetera Investment Advisers Added +281,524+281.5k
CAPTRUST FINANCIAL ADVISORS Added +211,363+211.4k
Rockwood Wealth Management, LLC Added +163,620+163.6k
BANK OF AMERICA CORP /DE/ Added +92,891+92.9k
Willis Johnson & Associates, Inc. Added +78,980+79.0k
Ausdal Financial Partners, Inc. New +76,335+76.3k
Rockefeller Capital Management L.P. Added +71,733+71.7k
Merit Financial Group, LLC Added +70,989+71.0k
LPL Financial LLC Added +62,938+62.9k

Biggest sellers

JPMORGAN CHASE & CO Reduced -364,480-364.5k
MORGAN STANLEY Reduced -205,435-205.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -80,463-80.5k
Kestra Investment Management, LLC Reduced -78,459-78.5k
JANE STREET GROUP, LLC Sold out -56,943-56.9k
Sanctuary Advisors, LLC Reduced -54,567-54.6k
STEPHENS INC /AR/ Reduced -35,081-35.1k
Savant Capital, LLC Reduced -32,489-32.5k
Modern Wealth Management, LLC Reduced -19,875-19.9k
NATIXIS ADVISORS, LLC Sold out -18,206-18.2k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,213,3953.2m $161.7m $161.7m 0.01% Reduced -205.4k -205,435
2 Rockwood Wealth Management, LLC 8.22% of their portfolio New Hope, PA 2,191,1592.2m $110.3m $110.3m 8.22% Added +163.6k +163,620
3 CAPTRUST FINANCIAL ADVISORS 0.14% of their portfolio RALEIGH, NC 1,470,1591.5m $74.0m $74.0m 0.14% Added +211.4k +211,363
4 Resonant Capital Advisors, LLC 3.80% of their portfolio Madison, WI 1,373,2181.4m $69.1m $69.1m 3.80% Added +622 +622
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,173,8011.2m $59.1m $59.1m 0.00% Added +92.9k +92,891
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 672,920672.9k $33.9m $33.9m 0.01% Added +62.9k +62,938
7 Integrated Wealth Concepts LLC 0.39% of their portfolio WALTHAM, MA 652,199652.2k $32.8m $32.8m 0.39% Reduced -5.6k -5,641
8 Foster Group, Inc. 0.84% of their portfolio WEST DES MOINES, IA 550,934550.9k $27.7m $27.7m 0.84% Added +23.6k +23,603
9 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 485,302485.3k $24.4m $24.4m 0.03% Added +281.5k +281,524
10 Ullmann Wealth Partners Group, LLC 2.34% of their portfolio JACKSONVILLE BEACH, FL 445,545445.5k $22.5m $22.5m 2.34% Reduced -6.4k -6,444
11 Kestra Investment Management, LLC 0.48% of their portfolio AUSTIN, TX 393,836393.8k $19.8m $19.8m 0.48% Reduced -78.5k -78,459
12 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 379,793379.8k $19.1m $19.1m 0.01% Reduced -80.5k -80,463
13 Quantinno Capital Management LP 0.03% of their portfolio NEW YORK, NY 307,365307.4k $15.5m $15.5m 0.03% New
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 298,634298.6k $15.0m $15.0m 0.00% Reduced -364.5k -364,480
15 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 231,991232.0k $11.7m $11.7m 0.02% Added +11.9k +11,875
16 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 201,764201.8k $10.2m $10.2m 0.01% Added +1.2k +1,171
17 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 194,734194.7k $9.8m $9.8m 0.01% Added +322 +322
18 Quotient Wealth Partners, LLC 0.25% of their portfolio DALLAS, TX 185,233185.2k $9.3m $9.3m 0.25% Reduced -8.2k -8,222
19 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 182,394182.4k $9.2m $9.2m 0.02% Added +19.7k +19,690
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 182,240182.2k $9.2m $9.2m 0.00% Added +18.4k +18,398
21 Dynasty Wealth Management, LLC 0.09% of their portfolio ST. PETERSBURG, FL 180,115180.1k $9.1m $9.1m 0.09% Reduced -16.6k -16,636
22 Pine Harbor Wealth Management, LLC 2.71% of their portfolio FAIRFAX, VA 175,678175.7k $8.8m $8.8m 2.71% Reduced -12.1k -12,074
23 CWM, LLC 0.02% of their portfolio OMAHA, NE 170,185170.2k $8.6m $8.6m 0.02% Added +1.5k +1,513
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 166,354166.4k $8.4m $8.4m 0.00% Added +34.7k +34,745
25 STEPHENS INC /AR/ 0.09% of their portfolio LITTLE ROCK, AR 136,547136.5k $6.9m $6.9m 0.09% Reduced -35.1k -35,081
26 Smart Money Group LLC 2.00% of their portfolio EASTLAND, TX 136,262136.3k $6.9m $6.9m 2.00% Added +3.2k +3,236
27 Betterment LLC 0.01% of their portfolio NEW YORK, NY 133,731133.7k $6.7m $6.7m 0.01% Reduced -14.4k -14,356
28 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 121,167121.2k $6.1m $6.1m 0.03% Reduced -54.6k -54,567
29 DeLarme Wealth Management, Inc. 4.23% of their portfolio PALOS VERDES ESTATES, CA 118,296118.3k $6.0m $6.0m 4.23% First filing
30 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 114,797114.8k $5.8m $5.8m 0.01% Added +71.7k +71,733
31 Savant Capital, LLC 0.03% of their portfolio ROCKFORD, IL 114,106114.1k $5.7m $5.7m 0.03% Reduced -32.5k -32,489
32 Portfolio Design Labs, LLC 0.93% of their portfolio ENCINO, CA 111,828111.8k $5.6m $5.6m 0.93% Reduced -4.2k -4,209
33 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 107,594107.6k $5.4m $5.4m 0.04% Added +71.0k +70,989
34 Willis Johnson & Associates, Inc. 0.33% of their portfolio Houston, TX 105,166105.2k $5.3m $5.3m 0.33% Added +79.0k +78,980
35 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 103,503103.5k $5.2m $5.2m 0.02% Reduced -6.0k -6,047
36 Richard P Slaughter Associates Inc 1.09% of their portfolio AUSTIN, TX 103,421103.4k $5.2m $5.2m 1.09% Added +5.2k +5,177
37 DGS Capital Management, LLC 0.89% of their portfolio JERSEY CITY, NJ 102,678102.7k $5.2m $5.2m 0.89% Added +7.5k +7,531
38 Ascent Group, LLC 0.16% of their portfolio VIRGINIA BEACH, VA 95,06795.1k $4.8m $4.8m 0.16% Reduced -4.8k -4,842
39 Elmwood Wealth Management, Inc. 1.42% of their portfolio BERKELEY, CA 89,29089.3k $4.5m $4.5m 1.42% Added +7.9k +7,865
40 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 80,85980.9k $4.1m $4.1m 0.04% Reduced -10.4k -10,410
41 55 North Private Wealth, LLC 1.07% of their portfolio WINTER PARK, FL 80,82080.8k $4.1m $4.1m 1.07% First filing
42 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 79,80879.8k $4.0m $4.0m 0.00% Added +16.3k +16,304
43 Keystone Financial Group, Inc. 2.10% of their portfolio ATLANTA, GA 79,75879.8k $4.0m $4.0m 2.10% Reduced -1.5k -1,508
44 Integrated Investment Consultants, LLC 0.76% of their portfolio BLOOMFIELD HILLS, MI 76,88776.9k $3.9m $3.9m 0.76% Added +4.5k +4,538
45 Ausdal Financial Partners, Inc. 0.18% of their portfolio Davenport, IA 76,33576.3k $3.8m $3.8m 0.18% New
46 DONALDSON CAPITAL MANAGEMENT, LLC 0.12% of their portfolio EVANSVILLE, IN 73,77673.8k $3.7m $3.7m 0.12% Reduced -68 -68
47 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 72,96773.0k $3.7m $3.7m 0.02% Added +26.3k +26,341
48 Mariner, LLC 0.00% of their portfolio Overland Park, KS 72,45772.5k $3.6m $3.6m 0.00% Added +6.7k +6,730
49 Modern Wealth Management, LLC 0.07% of their portfolio KANSAS CITY, MO 71,30171.3k $3.6m $3.6m 0.07% Reduced -19.9k -19,875
50 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.20% of their portfolio Westlake, OH 66,21166.2k $3.3m $3.3m 0.20% Added +10.6k +10,626
51 JACOBSON & SCHMITT ADVISORS, LLC 0.55% of their portfolio MIDDLETON, WI 65,38965.4k $3.3m $3.3m 0.55% Added +1.5k +1,461
52 Clarity Asset Management, Inc. 1.79% of their portfolio AMES, IA 64,67464.7k $3.3m $3.3m 1.79% Added +1.3k +1,327
53 Horizon Wealth Management, LLC 0.49% of their portfolio LA GRANGE, IL 62,92562.9k $3.2m $3.2m 0.49% Unchanged
54 Sigma Planning Corp 0.09% of their portfolio ANN ARBOR, MI 61,71561.7k $3.1m $3.1m 0.09% Added +7.1k +7,066
55 Tortoise Investment Management, LLC 0.27% of their portfolio WHITE PLAINS, NY 61,47061.5k $3.1m $3.1m 0.27% Reduced -9.1k -9,140
56 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 54,91154.9k $2.8m $2.8m 0.00% Added +6.5k +6,498
57 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 53,53653.5k $2.7m $2.7m 0.00% Added +388 +388
58 BlackRock, Inc. 0.00% of their portfolio New York, NY 52,23852.2k $2.6m $2.6m 0.00% Added +2.1k +2,135
59 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 51,96452.0k $2.6m $2.6m 0.00% Added +11.4k +11,432
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 49,86749.9k $2.5m $2.5m 0.00% Added +4.5k +4,457
61 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 49,69949.7k $2.5m $2.5m 0.00% Reduced -10.3k -10,346
62 Cresta Advisors, Ltd. 1.04% of their portfolio LAREDO, TX 49,10049.1k $2.5m $2.5m 1.04% New
63 AXXCESS WEALTH MANAGEMENT, LLC 0.04% of their portfolio CARLSBAD, CA 48,68748.7k $2.4m $2.4m 0.04% Added +11.4k +11,434
64 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 45,74745.7k $2.3m $2.3m 0.02% Added +19.2k +19,176
65 Meeder Advisory Services, Inc. 0.09% of their portfolio DUBLIN, OH 43,05743.1k $2.2m $2.2m 0.09% Added +380 +380
66 Sovran Advisors, LLC 0.18% of their portfolio SAN DIEGO, CA 42,95743.0k $2.2m $2.2m 0.18% Added +3.5k +3,522
67 Highland Financial Advisors, LLC 0.57% of their portfolio WAYNE, NJ 41,16541.2k $2.1m $2.1m 0.57% Added +1.0k +1,004
68 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 40,46440.5k $2.0m $2.0m 0.02% Reduced -204 -204
69 Flagship Private Wealth, LLC 0.80% of their portfolio Woburn, MA 40,45140.5k $2.0m $2.0m 0.80% Reduced -1.9k -1,939
70 Aprio Wealth Management, LLC 0.12% of their portfolio ATLANTA, GA 40,38440.4k $2.0m $2.0m 0.12% Added +116 +116
71 TITLEIST ASSET MANAGEMENT, LLC 0.16% of their portfolio SAN ANTONIO, TX 40,02040.0k $2.0m $2.0m 0.16% Added +5.0k +5,013
72 Summit Wealth Partners, LLC 0.35% of their portfolio Orlando, FL 37,72737.7k $1.9m $1.9m 0.35% Added +5.1k +5,119
73 EAGLE GLOBAL ADVISORS LLC 0.07% of their portfolio Houston, TX 36,25036.2k $1.8m $1.8m 0.07% Reduced -400 -400
74 HILL ISLAND FINANCIAL LLC 0.41% of their portfolio GRAND RAPIDS, MI 34,15434.2k $1.7m $1.7m 0.41% Reduced -1.0k -1,000
75 Valeo Financial Advisors, LLC 0.04% of their portfolio CARMEL, IN 33,78033.8k $1.7m $1.7m 0.04% New
76 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 33,47333.5k $1.7m $1.7m 0.00% Added +10.4k +10,355
77 KWMG, LLC 0.14% of their portfolio OVERLAND PARK, KS 33,02533.0k $1.7m $1.7m 0.14% Reduced -5.0k -4,982
78 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 32,17232.2k $1.6m $1.6m 0.00% Added +1.4k +1,444
79 Five Pine Wealth Management 1.00% of their portfolio COEUR D ALENE, ID 30,89230.9k $1.6m $1.6m 1.00% Added +4.3k +4,261
80 1900 WEALTH MANAGEMENT LLC 0.10% of their portfolio SAN ANTONIO, TX 30,77730.8k $1.5m $1.5m 0.10% Unchanged
81 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 30,42530.4k $1.5m $1.5m 0.03% Added +5.2k +5,250
82 U.S. Capital Wealth Advisors, LLC 0.04% of their portfolio AUSTIN, TX 29,77929.8k $1.5m $1.5m 0.04% Unchanged
83 Alexander Randolph Advisory, Inc. 1.19% of their portfolio MCLEAN, VA 28,44328.4k $1.4m $1.4m 1.19% Reduced -3.1k -3,086
84 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 28,16828.2k $1.4m $1.4m 0.00% Added +9.5k +9,462
85 COMERICA BANK 0.01% of their portfolio DALLAS, TX 27,05327.1k $1.4m $1.4m 0.01% Reduced -1.6k -1,581
86 Syntegra Private Wealth Group, LLC 0.12% of their portfolio Chesterfield, MO 25,52225.5k $1.3m $1.3m 0.12% Added +5.0k +4,970
87 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 25,43425.4k $1.3m $1.3m 0.01% Reduced -120 -120
88 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 25,42825.4k $1.3m $1.3m 0.01% Reduced -8.2k -8,199
89 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 24,69224.7k $1.2m $1.2m 0.00% Added +11.3k +11,300
90 MMA ASSET MANAGEMENT LLC 0.43% of their portfolio New York, NY 24,07324.1k $1.2m $1.2m 0.43% New
91 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 23,52823.5k $1.2m $1.2m 0.01% Added +1.5k +1,455
92 Daybright Advisory Services, Inc. 0.31% of their portfolio MIAMI, FL 23,31423.3k $1.2m $1.2m 0.31% First filing
93 VestGen Advisors, LLC 0.05% of their portfolio CHICAGO, IL 23,26023.3k $1.2m $1.2m 0.05% New
94 Cornerstone Financial Management LLC 1.07% of their portfolio BURLINGTON, MA 22,61222.6k $1.1m $1.1m 1.07% First filing
95 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 22,57922.6k $1.1m $1.1m 0.00% Reduced -619 -619
96 Evernest Financial Advisors, LLC 0.23% of their portfolio CARMEL, IN 22,04522.0k $1.1m $1.1m 0.23% Added +3.1k +3,147
97 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 21,96522.0k $1.1m $1.1m 0.03% Added +632 +632
98 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 21,53521.5k $1.1m $1.1m 0.06% Reduced -1.0k -1,018
99 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 21,42521.4k $1.1m $1.1m 0.01% Added +6.3k +6,301
100 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 21,19721.2k $1.1m $1.1m 0.00% Reduced -3.0k -3,016