Vault-13

ISHARES U S ETF TR MEAR

SHORT MATURITY M · ETP · CUSIP 46431W838

221 institutional holders +3 vs Q1 2026
21,221,28721.2m shares reported held*
$1.1bnreported value*
21 new 91 added 60 reduced 19 sold out net bought ≈ $8.7m (+171.9k 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 ($762.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.39.

Trends to Q2 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: 218Q2 26: 221221Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026221

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 106 bought or addedQ1 26: 97 cut or sold outQ2 26: 112 bought or addedQ2 26: 79 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247749
Q4 20249742
Q1 202510354
Q2 202510563
Q3 202510368
Q4 202511972
Q1 202610697
Q2 202611279

Biggest buyers

Rockefeller Capital Management L.P. Added +231,107+231.1k
Cambridge Investment Research Advisors, Inc. Added +146,064+146.1k
Resonant Capital Advisors, LLC Added +137,410+137.4k
Smart Money Group LLC Added +127,174+127.2k
55 North Private Wealth, LLC Added +94,353+94.4k
Rockwood Wealth Management, LLC Added +93,957+94.0k
MORGAN STANLEY Added +67,340+67.3k
JONES FINANCIAL COMPANIES LLLP Added +62,289+62.3k
AXXCESS WEALTH MANAGEMENT, LLC New +54,959+55.0k
ROYAL BANK OF CANADA Added +47,625+47.6k

Biggest sellers

Bank of New York Mellon Corp Reduced -375,904-375.9k
Crewe Advisors LLC Sold out -307,365-307.4k
Portfolio Design Labs, LLC Sold out -111,610-111.6k
Ascent Group, LLC Sold out -94,144-94.1k
Equitable Holdings, Inc. Reduced -93,336-93.3k
FLOW TRADERS U.S. LLC Reduced -56,468-56.5k
JANE STREET GROUP, LLC Sold out -53,337-53.3k
Clarity Asset Management, Inc. Reduced -44,741-44.7k
Mariner, LLC Sold out -40,527-40.5k
CITADEL ADVISORS LLC Sold out -37,659-37.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,326,1323.3m $167.6m $167.6m 0.01% Added +67.3k +67,340
2 Rockwood Wealth Management, LLC 7.55% of their portfolio New Hope, PA 2,370,3762.4m $119.4m $119.4m 7.55% Added +94.0k +93,957
3 Resonant Capital Advisors, LLC 4.34% of their portfolio Madison, WI 1,804,1201.8m $90.9m $90.9m 4.34% Added +137.4k +137,410
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,412,5881.4m $71.2m $71.2m 0.00% Reduced -6.3k -6,291
5 CAPTRUST FINANCIAL ADVISORS 0.08% of their portfolio RALEIGH, NC 1,054,8641.1m $53.1m $53.1m 0.08% Reduced -17.6k -17,585
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 755,026755.0k $38.0m $38.0m 0.01% Reduced -4.6k -4,591
7 Integrated Wealth Concepts LLC 0.17% of their portfolio WALTHAM, MA 685,657685.7k $34.5m $34.5m 0.17% Added +27.7k +27,706
8 Foster Group, Inc. 0.82% of their portfolio WEST DES MOINES, IA 612,466612.5k $30.9m $30.9m 0.82% Added +22.6k +22,590
9 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 533,439533.4k $26.9m $26.9m 0.02% Added +27.4k +27,428
10 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 457,119457.1k $23.0m $23.0m 0.04% Added +231.1k +231,107
11 Ullmann Wealth Partners Group, LLC 2.03% of their portfolio JACKSONVILLE BEACH, FL 444,308444.3k $22.4m $22.4m 2.03% Added +8.5k +8,476
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 366,933366.9k $18.5m $18.5m 0.00% Added +37.7k +37,711
13 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 341,827341.8k $17.2m $17.2m 0.02% Added +45.3k +45,294
14 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 313,594313.6k $15.8m $15.8m 0.02% Added +146.1k +146,064
15 Equitable Holdings, Inc. 0.09% of their portfolio NEW YORK, NY 291,789291.8k $14.7m $14.7m 0.09% Reduced -93.3k -93,336
16 Smart Money Group LLC 3.70% of their portfolio EASTLAND, TX 285,976286.0k $14.4m $14.4m 3.70% Added +127.2k +127,174
17 Dynasty Wealth Management, LLC 0.10% of their portfolio ST. PETERSBURG, FL 260,289260.3k $13.1m $13.1m 0.10% Added +38.4k +38,386
18 Quotient Wealth Partners, LLC 0.27% of their portfolio DALLAS, TX 227,247227.2k $11.4m $11.4m 0.27% Added +23.0k +23,026
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 207,538207.5k $10.5m $10.5m 0.00% Added +47.6k +47,625
20 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 205,252205.3k $10.3m $10.3m 0.01% Added +11.5k +11,486
21 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 195,912195.9k $9.9m $9.9m 0.00% Added +62.3k +62,289
22 55 North Private Wealth, LLC 1.88% of their portfolio WINTER PARK, FL 189,921189.9k $9.6m $9.6m 1.88% Added +94.4k +94,353
23 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 181,094181.1k $9.1m $9.1m 0.01% Reduced -12.3k -12,326
24 Pine Harbor Wealth Management, LLC 2.32% of their portfolio FAIRFAX, VA 172,298172.3k $8.7m $8.7m 2.32% Reduced -2.8k -2,765
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 131,549131.5k $6.6m $6.6m 0.00% Added +27.0k +26,962
26 DeLarme Wealth Management, Inc. 3.74% of their portfolio PALOS VERDES ESTATES, CA 127,864127.9k $6.4m $6.4m 3.74% Added +3.1k +3,059
27 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 116,068116.1k $5.8m $5.8m 0.02% Added +13.7k +13,681
28 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 113,833113.8k $5.7m $5.7m 0.04% Added +5.0k +5,012
29 Integrated Investment Consultants, LLC 1.13% of their portfolio BLOOMFIELD HILLS, MI 113,724113.7k $5.7m $5.7m 1.13% Added +27.3k +27,306
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 112,905112.9k $5.7m $5.7m 0.00% Added +12.9k +12,913
31 Ausdal Financial Partners, Inc. 0.22% of their portfolio Davenport, IA 109,517109.5k $5.5m $5.5m 0.22% Added +24.3k +24,313
32 Betterment LLC 0.01% of their portfolio NEW YORK, NY 102,031102.0k $5.1m $5.1m 0.01% Reduced -11.5k -11,495
33 DONALDSON CAPITAL MANAGEMENT, LLC 0.13% of their portfolio EVANSVILLE, IN 89,47589.5k $4.5m $4.5m 0.13% Added +9.5k +9,483
34 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 84,76384.8k $4.3m $4.3m 0.00% Added +34.5k +34,475
35 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.20% of their portfolio Westlake, OH 81,90181.9k $4.1m $4.1m 0.20% Added +4.1k +4,070
36 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 81,65281.7k $4.1m $4.1m 0.00% Added +43.5k +43,464
37 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 79,08079.1k $4.0m $4.0m 0.02% Reduced -22.3k -22,264
38 Cresta Advisors, Ltd. 1.42% of their portfolio LAREDO, TX 78,76778.8k $4.0m $4.0m 1.42% Unchanged
39 Willis Johnson & Associates, Inc. 0.20% of their portfolio Houston, TX 71,29571.3k $3.6m $3.6m 0.20% Reduced -1.5k -1,537
40 JACOBSON & SCHMITT ADVISORS, LLC 0.57% of their portfolio MIDDLETON, WI 68,78468.8k $3.5m $3.5m 0.57% Reduced -2.1k -2,097
41 Elmwood Wealth Management, Inc. 0.85% of their portfolio BERKELEY, CA 67,46067.5k $3.4m $3.4m 0.85% Reduced -20.6k -20,560
42 Richard P Slaughter Associates Inc 0.60% of their portfolio AUSTIN, TX 60,36060.4k $3.0m $3.0m 0.60% Reduced -35.1k -35,090
43 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 57,05857.1k $2.9m $2.9m 0.01% Added +164 +164
44 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 55,41155.4k $2.8m $2.8m 0.00% Added +3.3k +3,291
45 AXXCESS WEALTH MANAGEMENT, LLC 0.04% of their portfolio CARLSBAD, CA 54,95955.0k $2.8m $2.8m 0.04% New
46 BlackRock, Inc. 0.00% of their portfolio New York, NY 53,34853.3k $2.7m $2.7m 0.00% Reduced -614 -614
47 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 52,93152.9k $2.7m $2.7m 0.00% Reduced -375.9k -375,904
48 Horizon Wealth Management, LLC 0.33% of their portfolio LA GRANGE, IL 51,95152.0k $2.6m $2.6m 0.33% Reduced -6.0k -5,974
49 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 49,02349.0k $2.5m $2.5m 0.00% Reduced -180 -180
50 TITLEIST ASSET MANAGEMENT, LLC 0.16% of their portfolio SAN ANTONIO, TX 48,59848.6k $2.4m $2.4m 0.16% Added +2.2k +2,198
51 Aprio Wealth Management, LLC 0.11% of their portfolio ATLANTA, GA 44,01244.0k $2.2m $2.2m 0.11% Added +2.8k +2,843
52 Sigma Planning Corp 0.06% of their portfolio ANN ARBOR, MI 43,74343.7k $2.2m $2.2m 0.06% Reduced -19.6k -19,631
53 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 43,59543.6k $2.2m $2.2m 0.02% Reduced -13.4k -13,384
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 43,11143.1k $2.2m $2.2m 0.00% Reduced -30 -30
55 Meeder Advisory Services, Inc. 0.08% of their portfolio DUBLIN, OH 43,02643.0k $2.2m $2.2m 0.08% Added +304 +304
56 Flagship Private Wealth, LLC 0.76% of their portfolio Woburn, MA 42,68542.7k $2.2m $2.2m 0.76% Reduced -6.3k -6,305
57 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 41,79341.8k $2.1m $2.1m 0.04% Added +2.5k +2,460
58 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 41,65241.7k $2.1m $2.1m 0.03% Reduced -13.5k -13,460
59 Highland Financial Advisors, LLC 0.46% of their portfolio WAYNE, NJ 41,49041.5k $2.1m $2.1m 0.46% Added +1.3k +1,272
60 Sovran Advisors, LLC 0.15% of their portfolio SAN DIEGO, CA 41,11841.1k $2.1m $2.1m 0.15% Reduced -304 -304
61 Asset Allocation Strategies LLC 0.32% of their portfolio FARMINGTON, MI 40,92340.9k $2.1m $2.1m 0.32% Added +7.8k +7,845
62 PERSPECTIVE WEALTH ADVISORS LLC 1.08% of their portfolio LOVELAND, CO 39,13639.1k $2.0m $2.0m 1.08% New
63 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 38,44838.4k $1.9m $1.9m 0.02% Reduced -990 -990
64 EAGLE GLOBAL ADVISORS LLC 0.06% of their portfolio Houston, TX 38,40038.4k $1.9m $1.9m 0.06% Added +2.2k +2,250
65 Summit Wealth Partners, LLC 0.27% of their portfolio Orlando, FL 37,72737.7k $1.9m $1.9m 0.27% Unchanged
66 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 37,72137.7k $1.9m $1.9m 0.01% Reduced -23.1k -23,135
67 Core Wealth Advisors, Inc. 0.37% of their portfolio LAKELAND, FL 36,50636.5k $1.8m $1.8m 0.37% Added +11.7k +11,685
68 Henderson Brothers Financial Partners, LLC 0.82% of their portfolio PITTSBURGH, PA 34,28634.3k $1.7m $1.7m 0.82% Reduced -29.7k -29,724
69 HILL ISLAND FINANCIAL LLC 0.37% of their portfolio GRAND RAPIDS, MI 34,15434.2k $1.7m $1.7m 0.37% Unchanged
70 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 33,56833.6k $1.7m $1.7m 0.00% Added +10.7k +10,714
71 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 32,62732.6k $1.6m $1.6m 0.01% Added +4.9k +4,924
72 SAGESPRING WEALTH PARTNERS, LLC 0.03% of their portfolio FRANKLIN, TN 32,32332.3k $1.6m $1.6m 0.03% Added +26.3k +26,326
73 Lakeridge Wealth Management LLC 0.59% of their portfolio MENTOR, OH 31,77531.8k $1.6m $1.6m 0.59% Unchanged
74 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 31,75931.8k $1.6m $1.6m 0.00% Added +277 +277
75 Evernest Financial Advisors, LLC 0.33% of their portfolio CARMEL, IN 31,26431.3k $1.6m $1.6m 0.33% Added +1.9k +1,920
76 1900 WEALTH MANAGEMENT LLC 0.09% of their portfolio SAN ANTONIO, TX 30,77730.8k $1.6m $1.6m 0.09% Unchanged
77 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 29,54329.5k $1.5m $1.5m 0.00% Reduced -19.4k -19,441
78 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 29,52729.5k $1.5m $1.5m 0.02% Reduced -11.2k -11,200
79 Valeo Financial Advisors, LLC 0.03% of their portfolio CARMEL, IN 28,84628.8k $1.5m $1.5m 0.03% Reduced -581 -581
80 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 28,58628.6k $1.4m $1.4m 0.00% Reduced -2.1k -2,105
81 KWMG, LLC 0.10% of their portfolio OVERLAND PARK, KS 27,74927.7k $1.4m $1.4m 0.10% Reduced -2.9k -2,927
82 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 27,51127.5k $1.4m $1.4m 0.01% Added +1.1k +1,133
83 Five Pine Wealth Management 0.77% of their portfolio COEUR D ALENE, ID 27,15127.2k $1.4m $1.4m 0.77% Reduced -4.8k -4,762
84 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 27,07127.1k $1.4m $1.4m 0.00% Added +55 +55
85 BETO FINANCIAL GROUP, LLC 0.71% of their portfolio BOISE, ID 26,72526.7k $1.3m $1.3m 0.71% New
86 MMA ASSET MANAGEMENT LLC 0.42% of their portfolio New York, NY 26,32026.3k $1.3m $1.3m 0.42% Reduced -876 -876
87 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 25,76025.8k $1.3m $1.3m 0.01% Added +2.7k +2,726
88 Syntegra Private Wealth Group, LLC 0.10% of their portfolio Chesterfield, MO 25,60725.6k $1.3m $1.3m 0.10% Unchanged
89 Cornerstone Financial Management LLC 1.00% of their portfolio BURLINGTON, MA 24,66424.7k $1.2m $1.2m 1.00% Added +8 +8
90 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 23,27623.3k $1.2m $1.2m 0.03% Added +3 +3
91 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 23,09823.1k $1.2m $1.2m 0.06% Added +487 +487
92 Alexander Randolph Advisory, Inc. 0.95% of their portfolio MCLEAN, VA 22,83522.8k $1.2m $1.2m 0.95% Reduced -2.6k -2,607
93 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 22,66022.7k $1.1m $1.1m 0.00% Added +646 +646
94 DORVAL Corp 0.32% of their portfolio MAPLE GROVE, MN 22,24522.2k $1.1m $1.1m 0.32% Added +1.6k +1,625
95 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 21,57421.6k $1.1m $1.1m 0.00% Added +1.1k +1,145
96 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 20,88920.9k $1.1m $1.1m 0.00% Reduced -427 -427
97 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 20,85720.9k $1.0m $1.0m 0.03% Unchanged
98 Chicago Partners Investment Group LLC 0.02% of their portfolio CHICAGO, IL 20,80620.8k $1.0m $1.0m 0.02% Added +5.1k +5,054
99 Columbia River Financial Group, LLC 0.56% of their portfolio VANCOUVER, WA 20,72020.7k $1.0m $1.0m 0.56% Added +143 +143
100 BDFS Capital LLC 0.43% of their portfolio REHOBOTH BEACH, DE 19,44019.4k $979.4k $979.4k 0.43% Added +15.2k +15,238