Vault-13

ISHARES U S ETF TR MEAR

SHORT MATURITY M · ETP · CUSIP 46431W838

218 institutional holders -1 vs Q4 2025
21,254,43521.3m shares reported held*
$1.1bnreported value*
22 new 84 added 73 reduced 24 sold out net bought ≈ $29.1m (+577.2k 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 ($5.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.35.

Trends to Q1 2026

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: 219Q1 26: 218218Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026218

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 119 bought or addedQ4 25: 72 cut or sold outQ1 26: 106 bought or addedQ1 26: 97 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20248152
Q3 20247749
Q4 20249742
Q1 202510354
Q2 202510563
Q3 202510368
Q4 202511972
Q1 202610697

Biggest buyers

Equitable Holdings, Inc. New +385,125+385.1k
Bank of New York Mellon Corp Added +376,871+376.9k
Crewe Advisors LLC New +307,365+307.4k
Resonant Capital Advisors, LLC Added +293,492+293.5k
BANK OF AMERICA CORP /DE/ Added +245,078+245.1k
Rockefeller Capital Management L.P. Added +111,215+111.2k
LPL Financial LLC Added +86,697+86.7k
Rockwood Wealth Management, LLC Added +85,260+85.3k
OSAIC HOLDINGS, INC. Added +64,542+64.5k
FLOW TRADERS U.S. LLC Added +58,485+58.5k

Biggest sellers

CAPTRUST FINANCIAL ADVISORS Reduced -397,710-397.7k
Kestra Investment Management, LLC Sold out -393,836-393.8k
Quantinno Capital Management LP Sold out -307,365-307.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -279,801-279.8k
Savant Capital, LLC Reduced -99,696-99.7k
STEPHENS INC /AR/ Reduced -95,820-95.8k
UBS Group AG Reduced -61,767-61.8k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -48,687-48.7k
Tortoise Investment Management, LLC Reduced -44,470-44.5k
Keystone Financial Group, Inc. Reduced -35,855-35.9k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,258,7923.3m $164.0m $164.0m 0.01% Added +45.4k +45,397
2 Rockwood Wealth Management, LLC 8.20% of their portfolio New Hope, PA 2,276,4192.3m $114.6m $114.6m 8.20% Added +85.3k +85,260
3 Resonant Capital Advisors, LLC 4.41% of their portfolio Madison, WI 1,666,7101.7m $83.9m $83.9m 4.41% Added +293.5k +293,492
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,418,8791.4m $71.4m $71.4m 0.01% Added +245.1k +245,078
5 CAPTRUST FINANCIAL ADVISORS 0.09% of their portfolio RALEIGH, NC 1,072,4491.1m $54.0m $54.0m 0.09% Reduced -397.7k -397,710
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 759,617759.6k $38.2m $38.2m 0.01% Added +86.7k +86,697
7 Integrated Wealth Concepts LLC 0.26% of their portfolio WALTHAM, MA 657,951658.0k $33.1m $33.1m 0.26% Added +5.8k +5,752
8 Foster Group, Inc. 0.88% of their portfolio WEST DES MOINES, IA 589,876589.9k $29.7m $29.7m 0.88% Added +38.9k +38,942
9 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 506,011506.0k $25.5m $25.5m 0.03% Added +20.7k +20,709
10 Ullmann Wealth Partners Group, LLC 2.28% of their portfolio JACKSONVILLE BEACH, FL 435,832435.8k $21.9m $21.9m 2.28% Reduced -9.7k -9,713
11 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 428,835428.8k $21.6m $21.6m 0.00% Added +376.9k +376,871
12 Equitable Holdings, Inc. 0.12% of their portfolio NEW YORK, NY 385,125385.1k $19.4m $19.4m 0.12% New
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 329,222329.2k $16.6m $16.6m 0.00% Added +30.6k +30,588
14 Crewe Advisors LLC 1.32% of their portfolio SALT LAKE CITY, UT 307,365307.4k $15.5m $15.5m 1.32% New
15 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 296,533296.5k $14.9m $14.9m 0.02% Added +64.5k +64,542
16 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 226,012226.0k $11.4m $11.4m 0.02% Added +111.2k +111,215
17 Dynasty Wealth Management, LLC 0.10% of their portfolio ST. PETERSBURG, FL 221,903221.9k $11.2m $11.2m 0.10% Added +41.8k +41,788
18 Quotient Wealth Partners, LLC 0.27% of their portfolio DALLAS, TX 204,221204.2k $10.3m $10.3m 0.27% Added +19.0k +18,988
19 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 193,766193.8k $9.8m $9.8m 0.01% Reduced -968 -968
20 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 193,420193.4k $9.7m $9.7m 0.01% Reduced -8.3k -8,344
21 Pine Harbor Wealth Management, LLC 2.64% of their portfolio FAIRFAX, VA 175,063175.1k $8.8m $8.8m 2.64% Reduced -615 -615
22 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 167,530167.5k $8.4m $8.4m 0.02% Reduced -14.9k -14,864
23 CWM, LLC 0.02% of their portfolio OMAHA, NE 163,616163.6k $8.2m $8.2m 0.02% Reduced -6.6k -6,569
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 159,913159.9k $8.1m $8.1m 0.00% Reduced -22.3k -22,327
25 Smart Money Group LLC 2.33% of their portfolio EASTLAND, TX 158,802158.8k $8.0m $8.0m 2.33% Added +22.5k +22,540
26 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 133,623133.6k $6.7m $6.7m 0.00% Added +53.8k +53,815
27 DGS Capital Management, LLC 1.08% of their portfolio JERSEY CITY, NJ 130,726130.7k $6.6m $6.6m 1.08% Added +28.0k +28,048
28 DeLarme Wealth Management, Inc. 4.05% of their portfolio PALOS VERDES ESTATES, CA 124,805124.8k $6.3m $6.3m 4.05% Added +6.5k +6,509
29 Betterment LLC 0.01% of their portfolio NEW YORK, NY 113,526113.5k $5.7m $5.7m 0.01% Reduced -20.2k -20,205
30 Portfolio Design Labs, LLC 1.00% of their portfolio ENCINO, CA 111,610111.6k $5.6m $5.6m 1.00% Reduced -218 -218
31 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 108,821108.8k $5.5m $5.5m 0.04% Added +1.2k +1,227
32 UBS Group AG 0.00% of their portfolio ZURICH, V8 104,587104.6k $5.3m $5.3m 0.00% Reduced -61.8k -61,767
33 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 102,387102.4k $5.2m $5.2m 0.02% Reduced -1.1k -1,116
34 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 101,344101.3k $5.1m $5.1m 0.03% Reduced -19.8k -19,823
35 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 99,992100.0k $5.0m $5.0m 0.00% Reduced -279.8k -279,801
36 55 North Private Wealth, LLC 1.23% of their portfolio WINTER PARK, FL 95,56895.6k $4.8m $4.8m 1.23% Added +14.7k +14,748
37 Richard P Slaughter Associates Inc 1.04% of their portfolio AUSTIN, TX 95,45095.5k $4.8m $4.8m 1.04% Reduced -8.0k -7,971
38 Ascent Group, LLC 0.16% of their portfolio VIRGINIA BEACH, VA 94,14494.1k $4.7m $4.7m 0.16% Reduced -923 -923
39 Elmwood Wealth Management, Inc. 1.23% of their portfolio BERKELEY, CA 88,02088.0k $4.4m $4.4m 1.23% Reduced -1.3k -1,270
40 Integrated Investment Consultants, LLC 0.92% of their portfolio BLOOMFIELD HILLS, MI 86,41886.4k $4.4m $4.4m 0.92% Added +9.5k +9,531
41 Ausdal Financial Partners, Inc. 0.19% of their portfolio Davenport, IA 85,20485.2k $4.3m $4.3m 0.19% Added +8.9k +8,869
42 DONALDSON CAPITAL MANAGEMENT, LLC 0.13% of their portfolio EVANSVILLE, IN 79,99280.0k $4.0m $4.0m 0.13% Added +6.2k +6,216
43 Cresta Advisors, Ltd. 1.62% of their portfolio LAREDO, TX 78,76778.8k $4.0m $4.0m 1.62% Added +29.7k +29,667
44 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.22% of their portfolio Westlake, OH 77,83177.8k $3.9m $3.9m 0.22% Added +11.6k +11,620
45 Willis Johnson & Associates, Inc. 0.21% of their portfolio Houston, TX 72,83272.8k $3.7m $3.7m 0.21% Reduced -32.3k -32,334
46 JACOBSON & SCHMITT ADVISORS, LLC 0.65% of their portfolio MIDDLETON, WI 70,88170.9k $3.6m $3.6m 0.65% Added +5.5k +5,492
47 Henderson Brothers Financial Partners, LLC 0.82% of their portfolio PITTSBURGH, PA 64,01064.0k $3.2m $3.2m 0.82% First filing
48 Sigma Planning Corp 0.09% of their portfolio ANN ARBOR, MI 63,37463.4k $3.2m $3.2m 0.09% Added +1.7k +1,659
49 FLOW TRADERS U.S. LLC 0.10% of their portfolio NEW YORK, NY 62,62562.6k $3.2m $3.2m 0.10% Added +58.5k +58,485
50 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 60,85660.9k $3.1m $3.1m 0.01% Reduced -12.1k -12,111
51 Clarity Asset Management, Inc. 1.52% of their portfolio AMES, IA 59,67159.7k $3.0m $3.0m 1.52% Reduced -5.0k -5,003
52 Horizon Wealth Management, LLC 0.43% of their portfolio LA GRANGE, IL 57,92557.9k $2.9m $2.9m 0.43% Reduced -5.0k -5,000
53 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 56,97957.0k $2.9m $2.9m 0.03% Reduced -23.9k -23,880
54 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 56,89456.9k $2.9m $2.9m 0.02% Added +11.1k +11,147
55 Modern Wealth Management, LLC 0.05% of their portfolio KANSAS CITY, MO 55,11255.1k $2.8m $2.8m 0.05% Reduced -16.2k -16,189
56 BlackRock, Inc. 0.00% of their portfolio New York, NY 53,96254.0k $2.7m $2.7m 0.00% Added +1.7k +1,724
57 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 53,33753.3k $2.7m $2.7m 0.00% New
58 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 52,12052.1k $2.6m $2.6m 0.01% Reduced -1.4k -1,416
59 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 50,28850.3k $2.5m $2.5m 0.00% Reduced -4.6k -4,623
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 49,20349.2k $2.5m $2.5m 0.00% Reduced -664 -664
61 Flagship Private Wealth, LLC 1.00% of their portfolio Woburn, MA 48,99049.0k $2.5m $2.5m 1.00% Added +8.5k +8,539
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 48,98449.0k $2.5m $2.5m 0.00% Added +20.8k +20,816
63 TITLEIST ASSET MANAGEMENT, LLC 0.18% of their portfolio SAN ANTONIO, TX 46,40046.4k $2.3m $2.3m 0.18% Added +6.4k +6,380
64 Keystone Financial Group, Inc. 1.15% of their portfolio ATLANTA, GA 43,90343.9k $2.2m $2.2m 1.15% Reduced -35.9k -35,855
65 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 43,14143.1k $2.2m $2.2m 0.00% Reduced -6.6k -6,558
66 Meeder Advisory Services, Inc. 0.09% of their portfolio DUBLIN, OH 42,72242.7k $2.2m $2.2m 0.09% Reduced -335 -335
67 Sovran Advisors, LLC 0.16% of their portfolio SAN DIEGO, CA 41,42241.4k $2.1m $2.1m 0.16% Reduced -1.5k -1,535
68 Aprio Wealth Management, LLC 0.11% of their portfolio ATLANTA, GA 41,16941.2k $2.1m $2.1m 0.11% Added +785 +785
69 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 40,72740.7k $2.1m $2.1m 0.03% Reduced -95.8k -95,820
70 Mariner, LLC 0.00% of their portfolio Overland Park, KS 40,52740.5k $2.0m $2.0m 0.00% Reduced -31.9k -31,930
71 Highland Financial Advisors, LLC 0.53% of their portfolio WAYNE, NJ 40,21840.2k $2.0m $2.0m 0.53% Reduced -947 -947
72 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 39,43839.4k $2.0m $2.0m 0.02% Reduced -1.0k -1,026
73 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 39,33339.3k $2.0m $2.0m 0.04% Added +8.9k +8,908
74 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 38,18838.2k $1.9m $1.9m 0.00% New
75 Summit Wealth Partners, LLC 0.30% of their portfolio Orlando, FL 37,72737.7k $1.9m $1.9m 0.30% Unchanged
76 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 37,65937.7k $1.9m $1.9m 0.00% Added +13.0k +12,967
77 EAGLE GLOBAL ADVISORS LLC 0.07% of their portfolio Houston, TX 36,15036.1k $1.8m $1.8m 0.07% Reduced -100 -100
78 HILL ISLAND FINANCIAL LLC 0.42% of their portfolio GRAND RAPIDS, MI 34,15434.2k $1.7m $1.7m 0.42% Unchanged
79 Asset Allocation Strategies LLC 0.30% of their portfolio FARMINGTON, MI 33,07833.1k $1.7m $1.7m 0.30% New
80 Five Pine Wealth Management 1.00% of their portfolio COEUR D ALENE, ID 31,91331.9k $1.6m $1.6m 1.00% Added +1.0k +1,021
81 Lakeridge Wealth Management LLC 0.69% of their portfolio MENTOR, OH 31,77531.8k $1.6m $1.6m 0.69% New
82 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 31,48231.5k $1.6m $1.6m 0.00% Reduced -690 -690
83 1900 WEALTH MANAGEMENT LLC 0.10% of their portfolio SAN ANTONIO, TX 30,77730.8k $1.5m $1.5m 0.10% Unchanged
84 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 30,69130.7k $1.5m $1.5m 0.00% New
85 KWMG, LLC 0.13% of their portfolio OVERLAND PARK, KS 30,67630.7k $1.5m $1.5m 0.13% Reduced -2.3k -2,349
86 Valeo Financial Advisors, LLC 0.04% of their portfolio CARMEL, IN 29,42729.4k $1.5m $1.5m 0.04% Reduced -4.4k -4,353
87 Evernest Financial Advisors, LLC 0.31% of their portfolio CARMEL, IN 29,34429.3k $1.5m $1.5m 0.31% Added +7.3k +7,299
88 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 27,70327.7k $1.4m $1.4m 0.01% Added +6.3k +6,278
89 MMA ASSET MANAGEMENT LLC 0.48% of their portfolio New York, NY 27,19627.2k $1.4m $1.4m 0.48% Added +3.1k +3,123
90 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 27,01627.0k $1.4m $1.4m 0.00% Added +7.0k +7,028
91 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 26,37826.4k $1.3m $1.3m 0.01% Added +944 +944
92 Syntegra Private Wealth Group, LLC 0.12% of their portfolio Chesterfield, MO 25,60725.6k $1.3m $1.3m 0.12% Added +85 +85
93 Alexander Randolph Advisory, Inc. 1.10% of their portfolio MCLEAN, VA 25,44225.4k $1.3m $1.3m 1.10% Reduced -3.0k -3,001
94 U.S. Capital Wealth Advisors, LLC 0.03% of their portfolio AUSTIN, TX 24,82924.8k $1.2m $1.2m 0.03% Reduced -5.0k -4,950
95 Core Wealth Advisors, Inc. 0.30% of their portfolio LAKELAND, FL 24,82124.8k $1.2m $1.2m 0.30% Added +11.0k +11,013
96 Cornerstone Financial Management LLC 1.14% of their portfolio BURLINGTON, MA 24,65624.7k $1.2m $1.2m 1.14% Added +2.0k +2,044
97 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 23,27323.3k $1.2m $1.2m 0.03% Added +13 +13
98 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 23,03423.0k $1.2m $1.2m 0.01% Reduced -494 -494
99 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 22,85422.9k $1.2m $1.2m 0.00% Reduced -10.6k -10,619
100 McKinley Carter Wealth Services, Inc. 0.07% of their portfolio WHEELING, WV 22,61122.6k $1.1m $1.1m 0.07% Added +1.1k +1,076