iShares 0-1 Year Treasury BoSHVETF
13F holders, Q1 2024 (March 31)680holders
3famous investors
$110.48avg. 13F price*
At the end of Q1 2024, 680 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings. The largest holders were BlackRock Inc. ($890.8M), Morgan Stanley ($624.5M) and Wells Fargo & Company ($385.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares 0-1 Year Treasury Bo
- CUSIP
- 464288679
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $230.5M |
| Exits | 78 | $124.0M |
Ownership 680 holders
| BlackRock Inc. | 0.02% | Add +20.8% | 8,058,782 | $890.8M |
| Morgan Stanley | 0.05% | Reduce -8.3% | 5,649,429 | $624.5M |
| Wells Fargo & Company | 0.10% | Reduce -8.6% | 3,484,870 | $385.2M |
| Bank of America Corp. | 0.04% | Reduce -4.0% | 3,350,448 | $370.4M |
| UBS Group AG | 0.08% | Add +3.9% | 2,321,718 | $256.6M |
| Betterment LLC | 0.52% | Reduce -23.2% | 1,753,306 | $193.8M |
| LPL Financial LLC | 0.10% | Add +13.9% | 1,704,574 | $188.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2.14% | Reduce -10.5% | 1,693,811 | $186.6M |
| Bank of Nova Scotia | 0.36% | Add +22.6% | 1,606,509 | $177.5M |
| JPMorgan Chase & Co. | 0.02% | Reduce -37.1% | 1,580,747 | $174.7M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -11.1% | 1,484,145 | $164.1M |
| Royal Bank of Canada | 0.03% | Reduce -17.8% | 1,136,928 | $125.7M |
| Wealthspire Retirement, LLC | 9.91% | New | 1,040,261 | $115.0M |
| Divergent Wealth Advisors | 22.90% | Add +59.6% | 1,035,678 | $114.5M |
| Truist Financial Corp. | 0.17% | Reduce -33.9% | 999,904 | $110.5M |
| Raymond James Financial Services Advisors, Inc. | 0.16% | Add +5.4% | 992,056 | $109.7M |
| Wealth Enhancement Advisory Services, LLC | 0.27% | Add +26.3% | 952,662 | $105.3M |
| Osaic Holdings, Inc. | 0.21% | Reduce -4.6% | 861,955 | $95.3M |
| Renaissance Technologies | 0.12% | No change | 705,000 | $77.9M |
| Ausdal Financial Partners, Inc. | 8.96% | Add +2.0% | 697,803 | $77.1M |
| Hansen & Associates Financial Group, Inc. | 41.54% | Add +31.7% | 657,489 | $72.6M |
| Federation des caisses Desjardins du Quebec | 0.52% | Add +18.8% | 647,685 | $71.6M |
| GM Advisory Group, LLC | 4.81% | Reduce -14.8% | 620,449 | $68.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -13.5% | 569,660 | $62.8M |
| Gateway Advisory, LLC | 10.83% | Reduce -8.7% | 558,717 | $61.8M |
| Cynosure Group, LLC | 11.01% | Reduce -6.4% | 554,715 | $61.3M |
| Foundations Investment Advisors, LLC | 1.55% | Reduce -8.2% | 536,561 | $59.3M |
| Wealthfront Advisers LLC | 0.20% | Add +237.1% | 522,698 | $57.8M |
| Fund Evaluation Group, LLC | 3.57% | Add +48.1% | 547,862 | $57.1M |
| Stifel Financial Corp. | 0.06% | Reduce -5.3% | 494,505 | $54.7M |
| True Link Financial Advisors, LLC | 5.23% | Add +11.1% | 493,292 | $54.5M |
| Townsend & Associates, Inc | 6.01% | Add +2.5% | 467,090 | $51.6M |
| Cetera Investment Advisers | 0.12% | Add +423.9% | 464,267 | $51.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -13.9% | 459,741 | $50.8M |
| Anchor Capital Advisors LLC | 1.30% | Reduce -61.1% | 449,642 | $49.7M |
| Advisory Services Network, LLC | 1.07% | Reduce -14.2% | 434,512 | $48.0M |
| Cerity Partners LLC | 0.12% | Reduce -20.9% | 428,129 | $47.3M |
| Family Manage LLC | 8.38% | Reduce -12.9% | 410,107 | $45.3M |
| Acorns Advisers, LLC | 0.48% | Add +0.9% | 389,117 | $43.0M |
| Old National Bancorp | 1.00% | Add +33.9% | 382,268 | $42.3M |
| MML Investors Services, LLC | 0.17% | Add +16.6% | 378,416 | $41.8M |
| Rockefeller Capital Management L.P. | 0.12% | Reduce -3.0% | 376,896 | $41.7M |
| LaSalle St. Investment Advisors, LLC | 22.79% | Reduce -4.0% | 366,947 | $40.6M |
| Trust Co | 5.31% | Reduce -0.7% | 365,706 | $40.4M |
| Allred Capital Management, LLC | 15.18% | Reduce -0.5% | 351,762 | $38.9M |
| Banco Santander, S.A. | 0.46% | Add +15.8% | 341,869 | $37.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -66.9% | 340,412 | $37.6M |
| FMR LLC | 0.00% | Reduce -53.7% | 333,465 | $36.9M |
| Millennium Management | 0.03% | Add +49.7% | 326,666 | $36.1M |
| Raymond James & Associates | 0.02% | Reduce -28.4% | 318,434 | $35.2M |
| SVB Wealth LLC | 0.76% | Reduce -59.8% | 308,754 | $34.1M |
| Integrated Wealth Concepts LLC | 0.49% | Add +1.8% | 306,318 | $33.9M |
| Northwest Quadrant Wealth Management, LLC | 8.08% | Reduce -1.0% | 298,459 | $33.0M |
| Townsquare Capital LLC | 0.47% | Add +15.6% | 291,272 | $32.2M |
| Global Retirement Partners, LLC | 1.19% | Reduce -0.8% | 288,037 | $31.8M |
| Mader & Shannon Wealth Management, Inc. | 17.20% | Reduce -9.2% | 277,417 | $30.7M |
| Creative Planning | 0.03% | Reduce -6.3% | 275,522 | $30.5M |
| Oppenheimer & Co. Inc. | 0.49% | Add +26.0% | 267,369 | $29.6M |
| Americana Partners, LLC | 2.43% | Reduce -22.6% | 263,333 | $29.1M |
| Steward Partners Investment Advisory, LLC | 0.31% | Add +6.4% | 255,090 | $28.2M |
| O'shaughnessy Asset Management, LLC | 0.31% | Reduce -59.0% | 253,725 | $28.0M |
| Client First Capital LLC | 18.89% | Reduce -22.7% | 243,869 | $27.0M |
| Cardinal Point Capital Management ULC | 4.92% | Add +61.5% | 233,951 | $25.9M |
| TFC Financial Management, Inc. | 4.48% | Add +3.8% | 228,102 | $25.2M |
| Janney Montgomery Scott LLC | 0.07% | Add +13.8% | 227,517 | $25.1M |
| KFA Private Wealth Group, LLC | 7.48% | Add +6.0% | 218,091 | $24.1M |
| BNP Paribas Financial Markets | 0.03% | Add +70.2% | 211,798 | $23.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -10.6% | 208,922 | $23.1M |
| Whalen Wealth Management Inc. | 17.00% | Add +0.9% | 207,565 | $22.9M |
| Lee Financial Co | 3.70% | Add +7.5% | 200,097 | $22.1M |
| 49 Wealth Management, LLC | 4.70% | Reduce -0.1% | 199,121 | $21.9M |
| Delta Investment Management, LLC | 4.82% | Add +52.1% | 192,057 | $21.2M |
| M. Kulyk & Associates, LLC | 4.91% | Reduce -3.5% | 191,499 | $21.2M |
| Simon Quick Advisors, LLC | 1.55% | Reduce -0.9% | 187,679 | $20.7M |
| Able Wealth Management LLC | 17.68% | Add +4.0% | 183,392 | $20.3M |
| Strategic Point Investment Advisors, LLC | 3.54% | Add +2.6% | 176,220 | $19.5M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -1.4% | 175,640 | $19.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +14.8% | 175,423 | $19.4M |
| Concord Wealth Partners | 3.39% | Add +7.7% | 170,424 | $18.8M |
| Selway Asset Management | 7.44% | Reduce -3.5% | 167,935 | $18.6M |
| JARISLOWSKY, FRASER Ltd | 0.11% | New | 167,621 | $18.5M |
| Destiny Wealth Partners, LLC | 3.31% | Add +1.5% | 167,164 | $18.5M |
| Virtue Capital Management, LLC | 3.27% | Reduce -13.2% | 164,911 | $18.2M |
| Mascoma Wealth Management LLC | 5.08% | Add +3.0% | 161,405 | $17.8M |
| Bull Oak Capital, LLC | 11.68% | Add +2.6% | 157,732 | $17.4M |
| Bridge Advisory, LLC | 8.59% | Add +109.5% | 156,651 | $17.3M |
| Onyx Bridge Wealth Group LLC | 3.03% | Reduce -4.2% | 153,474 | $17.0M |
| Trajan Wealth LLC | 1.09% | — | 146,115 | $16.2M |
| Jane Street Group, LLC | 0.02% | Reduce -2.8% | 144,648 | $16.0M |
| Susquehanna International Group, LLP | 0.02% | New | 144,324 | $16.0M |
| Smithfield Trust Co | 0.84% | Add +4.7% | 143,033 | $15.8M |
| White Lighthouse Investment Management Inc. | 3.20% | Add +15.6% | 142,667 | $15.8M |
| Concord Asset Management, LLC | 4.13% | Add +9.6% | 141,813 | $15.7M |
| One Day In July LLC | 2.03% | Reduce -1.2% | 138,455 | $15.3M |
| HighTower Advisors, LLC | 0.02% | Reduce -41.3% | 136,752 | $15.1M |
| Comerica Bank | 0.06% | Reduce -50.1% | 133,599 | $14.8M |
| Buckingham Strategic Wealth, LLC | 0.15% | Reduce -3.4% | 132,052 | $14.6M |
| Cwm, LLC | 0.07% | Add +3.2% | 130,175 | $14.4M |
| Tucker Asset Management LLC | 3.30% | Reduce -11.8% | 129,445 | $14.3M |
| Titan Managers, LLC | 20.25% | Reduce -1.2% | 129,250 | $14.3M |
| Paragon Capital Management Inc. | 10.66% | Add +1.0% | 128,863 | $14.2M |
| IFP Advisors, Inc | 0.61% | Add +26.1% | 125,756 | $13.9M |
| New York Life Investment Management LLC | 0.14% | Reduce -14.8% | 123,999 | $13.7M |
| Meeder Asset Management Inc. | 0.84% | New | 120,655 | $13.3M |
| Strategic Wealth Partners, Ltd. | 1.45% | Add +6.8% | 119,830 | $13.2M |
| Guidance Capital, Inc. | 4.79% | Add +6.0% | 117,939 | $13.0M |
| Seven Post Investment Office LP | 3.15% | Add +13.1% | 116,630 | $12.9M |
| Winch Advisory Services, LLC | 3.86% | Reduce -2.4% | 114,461 | $12.7M |
| Acute Investment Advisory, LLC | 8.34% | Add +1.5% | 112,578 | $12.4M |
| Stableford Capital II LLC | 4.82% | Reduce -4.0% | 108,548 | $12.0M |
| Birchcreek Wealth Management, LLC | 6.29% | Add +25.4% | 108,231 | $12.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +11.7% | 107,785 | $11.9M |
| Udine Wealth Management, Inc. | 8.21% | Reduce -2.7% | 107,750 | $11.9M |
| Camarda Financial Advisors, LLC | 4.77% | Reduce -4.7% | 106,745 | $11.8M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -21.5% | 105,009 | $11.6M |
| Atria Investments, Inc | 0.16% | Reduce -5.6% | 104,372 | $11.5M |
| Arete Wealth Advisors, LLC | 1.03% | Reduce -24.5% | 100,828 | $11.1M |
| Mayport, LLC | 4.16% | Add +10.9% | 98,613 | $10.9M |
| Parallel Advisors, LLC | 0.28% | Reduce -76.1% | 93,642 | $10.4M |
| Kwmg, LLC | 1.12% | Add +3.3% | 92,969 | $10.3M |
| Mariner, LLC | 0.02% | Reduce -23.7% | 92,638 | $10.2M |
| Capstone Wealth Management Group, LLC | 7.33% | New | 92,435 | $10.2M |
| Paulson Wealth Management Inc. | 2.93% | Add +2.6% | 90,074 | $10.0M |
| Cadinha & Co. LLC | 1.68% | Reduce -0.8% | 88,689 | $9.8M |
| Lowe Brockenbrough & Co. Inc. | 0.66% | Reduce -16.8% | 87,845 | $9.7M |
| Financial Management Network Inc. | 2.44% | Add +9.2% | 87,733 | $9.7M |
| Atticus Wealth Management, LLC | 3.16% | Add +6.5% | 87,389 | $9.7M |
| Ethos Financial Group, LLC | 1.81% | Add +2.8% | 85,396 | $9.4M |
| GFS Advisors, LLC | 1.54% | Reduce -27.4% | 84,294 | $9.3M |
| TD Private Client Wealth LLC | 0.30% | Add +5.1% | 82,936 | $9.2M |
| Bulltick Wealth Management, LLC | 1.91% | Add +17.4% | 82,920 | $9.2M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +40.9% | 81,007 | $9.0M |
| Robinson Value Management, Ltd. | 5.99% | Reduce -10.8% | 80,779 | $8.9M |
| Assetmark, Inc. | 0.03% | Reduce -0.8% | 80,171 | $8.9M |
| Perella Weinberg Partners Capital Management LP | 0.89% | Reduce -19.9% | 79,775 | $8.8M |
| Arkfeld Wealth Strategies, L.L.C. | 4.75% | Reduce -2.9% | 78,562 | $8.7M |
| MinichMacGregor Wealth Management, LLC | 2.16% | Reduce -5.3% | 76,789 | $8.5M |
| Capital Wealth Alliance, LLC | 4.86% | Add +39.8% | 74,325 | $8.2M |
| US Bancorp \de | 0.01% | Reduce -22.0% | 73,248 | $8.1M |
| Mutual Advisors, LLC | 0.26% | Reduce -9.3% | 73,138 | $8.1M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.22% | Reduce -3.4% | 72,543 | $8.0M |
| Wedbush Securities Inc. | 0.29% | Reduce -4.9% | 69,262 | $7.7M |
| Values First Advisors, Inc. | 4.47% | Reduce -1.9% | 68,942 | $7.6M |
| Ridgewood Investments LLC | 4.00% | Reduce -2.3% | 68,268 | $7.5M |
| Corient Private Wealth LP | 0.01% | Reduce -0.3% | 66,860 | $7.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.22% | Add +54.6% | 63,984 | $7.1M |
| Quattro Financial Advisors LLC | 1.99% | Add +57517.3% | 63,379 | $7.0M |
| Adaptive Financial Consulting, LLC | 3.11% | New | 63,049 | $7.0M |
| Penserra Capital Management LLC | 0.09% | Add +91417.9% | 61,317 | $6.8M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -3.8% | 61,045 | $6.7M |
| Banque Pictet & Cie SA | 0.07% | Reduce -39.2% | 60,510 | $6.7M |
| Shepherd Kaplan Krochuk, LLC | 5.34% | Reduce -2.2% | 60,495 | $6.7M |
| Drive Wealth Management, LLC | 1.87% | Reduce -0.3% | 60,445 | $6.7M |
| Citigroup Inc. | 0.01% | Add +13.4% | 60,225 | $6.7M |
| Meridian Wealth Management, LLC | 1.11% | Add +31.0% | 60,097 | $6.6M |
| Blueprint Investment Partners LLC | 1.31% | Add +3061.1% | 59,997 | $6.6M |
| Westmount Partners, LLC | 2.35% | New | 59,207 | $6.5M |
| United Bank | 0.78% | Reduce -9.2% | 59,133 | $6.5M |
| Citadel Advisors | 0.01% | Add +90.2% | 59,106 | $6.5M |
| Independent Financial Group, LLC | 0.30% | Add +4.3% | 58,608 | $6.5M |
| Proficio Capital Partners LLC | 0.71% | Reduce -21.7% | 57,770 | $6.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -5.4% | 58,007 | $6.4M |
| Private Advisor Group, LLC | 0.05% | Add +65.9% | 57,485 | $6.4M |
| Dynamic Advisor Solutions LLC | 0.21% | Reduce -17.5% | 57,413 | $6.3M |
| CoreCap Advisors, LLC | 0.33% | Add +19.9% | 56,657 | $6.3M |
| Astor Investment Management LLC | 2.45% | Reduce -28.9% | 55,703 | $6.2M |
| Gallagher Fiduciary Advisors, LLC | 0.22% | Reduce -1.1% | 54,981 | $6.1M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -54.0% | 54,429 | $6.0M |
| Calamos Wealth Management LLC | 0.34% | Reduce -7.5% | 54,199 | $6.0M |
| Archford Capital Strategies, LLC | 0.99% | Reduce -0.2% | 53,308 | $5.9M |
| Weaver Consulting Group | 2.17% | Reduce -13.5% | 53,150 | $5.9M |
| Coppell Advisory Solutions Corp. | 1.08% | — | 51,900 | $5.7M |
| Advisory Research Inc. | 1.13% | Reduce -15.0% | 51,473 | $5.7M |
| National Bank of Canada | 0.01% | Add +150.9% | 51,535 | $5.7M |
| Morris Financial Concepts, Inc. | 2.90% | Add +2.1% | 51,263 | $5.7M |
| J.W. Cole Advisors, Inc. | 0.28% | Add +1.3% | 51,026 | $5.6M |
| Heartland Bank & Trust Co | 3.16% | Add +26.4% | 49,176 | $5.4M |
| James Investment Research, Inc. | 0.64% | Reduce -10.5% | 48,779 | $5.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.27% | Reduce -18.8% | 48,709 | $5.4M |
| HSBC Holdings PLC | 0.00% | Reduce -29.1% | 48,267 | $5.3M |
| Bank of Montreal | 0.00% | Reduce -0.5% | 47,419 | $5.2M |
| Ritholtz Wealth Management | 0.18% | Reduce -89.3% | 46,633 | $5.2M |
| Fifth Third Securities, Inc. | 0.49% | Add +7.8% | 46,113 | $5.1M |
| FLC Capital Advisors | 1.24% | Add +10.2% | 44,388 | $4.9M |
| Alterna Wealth Management, Inc. | 3.93% | Add +9.7% | 43,930 | $4.9M |
| Quadrature Capital Ltd | 0.08% | New | 43,704 | $4.8M |
| Investment House LLC | 0.28% | Add +1.4% | 43,354 | $4.8M |
| Vise Technologies, Inc. | 0.92% | Reduce -19.4% | 42,246 | $4.7M |
| AMG National Trust Bank | 0.13% | Reduce -8.5% | 41,090 | $4.5M |
| MMBG Investment Advisors Co. | 0.47% | No change | 40,900 | $4.5M |
| Laidlaw Wealth Management LLC | 2.50% | Add +10.0% | 40,568 | $4.5M |
| Shepherd Financial Partners LLC | 0.57% | Add +0.6% | 39,520 | $4.4M |
| Spire Wealth Management | 0.08% | Add +5.6% | 38,916 | $4.3M |
| First Horizon Advisors, Inc. | 0.13% | Add +1.5% | 38,808 | $4.3M |
| 1834 Investment Advisors Co. | 0.50% | Add +7.3% | 38,273 | $4.2M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Add +12.6% | 38,199 | $4.2M |
| Partners Capital Investment Group, LLP | 0.12% | New | 36,516 | $4.0M |
| HM Payson & Co. | 0.07% | Reduce -15.2% | 36,360 | $4.0M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -85.0% | 35,214 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -36.6% | 35,213 | $3.9M |
| TBH Global Asset Management, LLC | 0.75% | Add +9.0% | 34,119 | $3.8M |
| Gould Capital, LLC | 2.62% | Add +8.7% | 33,678 | $3.7M |
| Frontier Asset Management, LLC | 1.37% | Add +6.6% | 33,647 | $3.7M |
| Patton Fund Management, Inc. | 0.66% | Add +4.8% | 32,821 | $3.6M |
| Great Valley Advisor Group, Inc. | 0.11% | Reduce -0.6% | 32,541 | $3.6M |
| Axxcess Wealth Management, LLC | 0.10% | Add +0.5% | 32,429 | $3.6M |
| Forum Financial Management, LP | 0.06% | Add +17.6% | 32,007 | $3.5M |
| Summit Financial, LLC | 0.21% | New | 31,350 | $3.5M |
| Mgo One Seven LLC | 0.18% | Reduce -6.4% | 31,104 | $3.4M |
| Fiduciary Alliance LLC | 0.60% | Add +16.5% | 31,073 | $3.4M |
| Choreo, LLC | 0.09% | Reduce -73.3% | 30,304 | $3.3M |
| Obsidian Cio, LLC | 0.82% | Add +5.6% | 30,292 | $3.3M |
| New Capital Management LP | 1.00% | Reduce -7.1% | 30,252 | $3.3M |
| Crabel Capital Management, LLC | 2.90% | Add +21.0% | 30,147 | $3.3M |
| Main Street Financial Solutions, LLC | 0.36% | Add +768.4% | 30,141 | $3.3M |
| Sierra Capital LLC | 0.43% | Reduce -15.0% | 29,943 | $3.3M |
| Balentine LLC | 0.10% | Reduce -47.9% | 29,666 | $3.3M |
| Capital Advisors, Ltd. LLC | 0.42% | Reduce -30.8% | 29,136 | $3.2M |
| Pinnacle Financial Partners Inc | 0.07% | Add +19.8% | 28,958 | $3.2M |
| Fortis Group Advisors, LLC | 0.59% | Reduce -68.0% | 28,913 | $3.2M |
| AE Wealth Management LLC | 0.04% | Reduce -87.6% | 28,861 | $3.2M |
| Ironwood Investment Management LLC | 1.55% | Reduce -11.8% | 28,772 | $3.2M |
| EFG Asset Management (Americas) Corp. | 0.97% | Add +1.2% | 28,718 | $3.2M |
| Allen Capital Group, LLC | 0.46% | Reduce -42.1% | 28,478 | $3.1M |
| Core Wealth Partners LLC | 2.21% | Reduce -3.7% | 26,503 | $2.9M |
| Institute for Wealth Management, LLC. | 0.38% | Reduce -26.5% | 26,487 | $2.9M |
| SOL Capital Management CO | 0.36% | Add +93.2% | 26,233 | $2.9M |
| Prudential Financial Inc. | 0.00% | Reduce -9.6% | 25,567 | $2.8M |
| Bison Wealth, LLC | 0.46% | Reduce -73.7% | 25,475 | $2.8M |
| Advisory Alpha, LLC | 0.11% | Reduce -0.2% | 25,136 | $2.8M |
| Flputnam Investment Management Co. | 0.06% | Reduce -13.0% | 24,586 | $2.7M |
| ADAR1 Capital Management, LLC | 0.74% | No change | 24,500 | $2.7M |
| Nuveen Asset Management, LLC | 0.00% | New | 24,434 | $2.7M |
| NewEdge Advisors, LLC | 0.02% | Reduce -2.2% | 24,419 | $2.7M |
| Brookstone Capital Management | 0.05% | Add +0.2% | 24,275 | $2.7M |
| RDA Financial Network | 0.92% | Reduce -3.6% | 24,160 | $2.7M |
| Eagle Rock Investment Company, LLC | 0.49% | No change | 23,820 | $2.6M |
| TAP Consulting, LLC | 0.58% | Reduce -0.2% | 23,732 | $2.6M |
| Midwest Professional Planners, LTD. | 0.92% | Add +367.1% | 23,696 | $2.6M |
| Oak Family Advisors, LLC | 1.01% | Add +100.1% | 23,672 | $2.6M |
| Allworth Financial LP | 0.02% | Reduce -19.4% | 23,538 | $2.6M |
| Grant/GrossMendelsohn, LLC | 1.19% | New | 23,239 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -71.0% | 23,058 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -71.0% | 23,058 | $2.5M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -5.5% | 23,009 | $2.5M |
| Karpus Management, Inc. | 0.07% | Add +70.2% | 23,000 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +3.0% | 22,641 | $2.5M |
| Principal Securities, Inc. | 0.08% | Add +73.0% | 22,247 | $2.5M |
| Premier Path Wealth Partners, LLC | 0.46% | New | 22,384 | $2.4M |
| Arax Advisory Partners | 0.25% | Reduce -7.6% | 21,817 | $2.4M |
| Keebeck Wealth Management | 0.35% | Add +8.4% | 21,709 | $2.4M |
| Clarity Financial LLC | 0.37% | No change | 21,629 | $2.4M |
| Keybank National Association | 0.01% | Add +1.0% | 21,561 | $2.4M |
| Flow Traders U.S. LLC | 0.13% | Reduce -62.6% | 21,443 | $2.4M |
| Gould Asset Management LLC | 0.57% | Reduce -10.8% | 21,292 | $2.4M |
| Brown Advisory Inc. | 0.00% | Add +0.8% | 21,283 | $2.4M |
| Eagle Global Advisors LLC | 0.13% | Reduce -1.4% | 21,214 | $2.3M |
| LM Advisors LLC | 0.41% | Reduce -0.4% | 21,059 | $2.3M |
| AdvisorNet Financial, Inc | 0.22% | Add +208.5% | 20,476 | $2.3M |
| Milestone Asset Management, LLC | 0.64% | New | 20,325 | $2.2M |
| Venturi Wealth Management, LLC | 0.14% | Reduce -0.3% | 20,000 | $2.2M |
| Good Life Advisors, LLC | 0.20% | Add +1.4% | 19,976 | $2.2M |
| Abacus Planning Group, Inc. | 0.42% | Add +0.0% | 19,574 | $2.2M |
| Arkos Global Advisors | 0.35% | Add +0.0% | 19,138 | $2.1M |
| ARS Wealth Advisors Group, LLC | 0.28% | Reduce -13.5% | 19,015 | $2.1M |
| CreativeOne Wealth, LLC | 0.08% | Add +230.9% | 18,979 | $2.1M |
| GYL Financial Synergies, LLC | 0.16% | No change | 18,933 | $2.1M |
| Aspiriant, LLC | 0.09% | No change | 18,835 | $2.1M |
| Montecito Bank & Trust | 0.42% | Reduce -56.3% | 18,785 | $2.1M |
| Diversify Advisory Services, LLC | 0.12% | — | 18,596 | $2.0M |
| Pacifica Partners Inc. | 0.90% | Add +26.6% | 18,393 | $2.0M |
| Worth Asset Management, LLC | 1.25% | Reduce -25.0% | 18,354 | $2.0M |
| RIA Advisory Group LLC | 0.82% | New | 18,341 | $2.0M |
| Inspirion Wealth Advisors, LLC | 0.33% | Reduce -0.1% | 18,190 | $2.0M |
| Kickstand Ventures, Llc. | 0.56% | Reduce -22.9% | 18,054 | $2.0M |
| Edgemoor Investment Advisors, Inc. | 0.19% | Reduce -0.6% | 17,740 | $2.0M |
| Arrien Investments, Inc. | 1.50% | Add +371.6% | 17,137 | $1.9M |
| One Capital Management, LLC | 0.07% | Add +196.9% | 17,119 | $1.9M |
| Precision Wealth Strategies, LLC | 1.78% | Reduce -7.5% | 17,023 | $1.9M |
| Scotia Capital Inc. | 0.01% | Reduce -23.1% | 16,976 | $1.9M |
| Clear Creek Financial Management, LLC | 0.24% | Add +188.1% | 16,853 | $1.9M |
| Strategy Asset Managers LLC | 0.39% | Add +34.7% | 16,555 | $1.8M |
| Chicago Wealth Management, Inc. | 1.08% | Add +690.7% | 16,471 | $1.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.4% | 16,470 | $1.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +9.1% | 16,333 | $1.8M |
| Perigon Wealth Management, LLC | 0.05% | Add +12.6% | 16,186 | $1.8M |
| Cibc World Market Inc. | 0.00% | New | 16,028 | $1.8M |
| WJ Wealth Management, LLC | 0.70% | Reduce -69.8% | 16,032 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Reduce -15.8% | 15,738 | $1.7M |
| Wealth Alliance, LLC | 0.23% | Reduce -74.4% | 15,588 | $1.7M |
| CVA Family Office, LLC | 0.31% | Add +842.6% | 15,497 | $1.7M |
| Tortoise Investment Management, LLC | 0.21% | Reduce -9.3% | 15,426 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Reduce -80.7% | 15,406 | $1.7M |
| Greenspring Advisors, LLC | 0.42% | Reduce -1.5% | 15,088 | $1.7M |
| Fermata Advisors, LLC | 0.37% | Reduce -19.2% | 15,009 | $1.7M |
| Elevated Capital Advisors, LLC | 0.47% | Add +24.8% | 14,996 | $1.7M |
| Prospera Financial Services Inc | 0.05% | Reduce -3.0% | 14,739 | $1.6M |
| Total Investment Management Inc. | 0.20% | Add +6.9% | 14,674 | $1.6M |
| Ascent Group, LLC | 0.14% | Add +1.2% | 14,558 | $1.6M |
| Sunpointe, LLC | 1.79% | No change | 14,548 | $1.6M |
| Estate Counselors, LLC | 0.18% | Reduce -92.5% | 14,273 | $1.6M |
| Edge Wealth Management LLC | 0.33% | Reduce -13.3% | 14,263 | $1.6M |
| Forefront Analytics, LLC | 0.76% | Add +15.2% | 14,127 | $1.6M |
| Darden Wealth Group Inc | 1.22% | Add +9.1% | 14,066 | $1.6M |
| Yarbrough Capital, LLC | 0.07% | No change | 14,053 | $1.6M |
| Napa Wealth Management | 0.80% | Add +120.0% | 13,823 | $1.5M |
| Private Trust Co. NA | 0.16% | Add +257.8% | 13,770 | $1.5M |
| Composition Wealth, LLC | 0.04% | Reduce -82.3% | 13,593 | $1.5M |
| IPG Investment Advisors LLC | 0.32% | Reduce -14.0% | 13,384 | $1.5M |
| Sowell Financial Services LLC | 0.07% | Reduce -29.0% | 13,291 | $1.5M |
| Salomon & Ludwin, LLC | 0.13% | Add +4.5% | 13,250 | $1.5M |
| Crescent Grove Advisors, LLC | 0.15% | Reduce -23.2% | 13,051 | $1.4M |
| Transcendent Capital Group LLC | 0.84% | Reduce -55.8% | 13,018 | $1.4M |
| Arkadios Wealth Advisors | 0.11% | Reduce -21.8% | 12,985 | $1.4M |
| Heritage Wealth Partners, LLC | 2.90% | No change | 12,905 | $1.4M |
| Rinkey Investments | 0.52% | Add +0.8% | 12,853 | $1.4M |
| Bfsg, LLC | 0.19% | Add +52.1% | 12,841 | $1.4M |
| Retirement Planning Group, LLC | 0.11% | Reduce -0.1% | 12,735 | $1.4M |
| Sicart Associates LLC | 0.51% | Reduce -7.3% | 12,600 | $1.4M |
| Destination Wealth Management | 0.05% | Reduce -18.2% | 12,362 | $1.4M |
| Sage Advisory Services, Ltd.Co. | 0.36% | No change | 12,078 | $1.3M |
| Pathway Financial Advisors LLC | 0.36% | No change | 12,042 | $1.3M |
| CPR Investments Inc. | 1.01% | New | 12,023 | $1.3M |
| RFG Advisory, LLC | 0.05% | Reduce -7.0% | 11,999 | $1.3M |
| Western Financial Corp | 0.80% | Add +6.6% | 11,845 | $1.3M |
| Plum Street Advisors, LLC | 0.66% | Add +0.4% | 11,818 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +182.3% | 11,791 | $1.3M |
| Realta Investment Advisors | 0.27% | Add +1.5% | 11,763 | $1.3M |
| Regal Investment Advisors LLC | 0.09% | Add +46.8% | 11,735 | $1.3M |
| Investment Management Associates Inc. | 0.45% | New | 11,692 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +70.0% | 11,289 | $1.2M |
| Foundry Financial Group, Inc. | 0.89% | Add +1.9% | 11,259 | $1.2M |
| Leibman Financial Services, Inc. | 0.94% | Reduce -1.7% | 11,134 | $1.2M |
| Probity Advisors, Inc. | 0.25% | Reduce -27.6% | 11,112 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -7.7% | 11,095 | $1.2M |
| Lake Hills Wealth Management, LLC | 1.10% | Reduce -71.1% | 11,075 | $1.2M |
| Rehmann Capital Advisory Group | 0.09% | Add +4.6% | 10,973 | $1.2M |
| Power Wealth Management LLC | 0.76% | Reduce -0.7% | 10,951 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +47.2% | 10,937 | $1.2M |
| Argonautica Private Wealth Management, Inc. | 0.43% | Add +0.5% | 10,895 | $1.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -57.0% | 10,865 | $1.2M |
| ICA Group Wealth Management, LLC | 0.24% | Reduce -62.0% | 10,716 | $1.2M |
| Marino, Stram & Associates LLC | 0.28% | Add +10.6% | 10,662 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +4.8% | 10,626 | $1.2M |
| Koshinski Asset Management, Inc. | 0.12% | Add +38.5% | 10,415 | $1.2M |
| Compass Ion Advisors, LLC | 0.16% | Reduce -2.6% | 10,095 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +28.6% | 10,053 | $1.1M |
| SageView Advisory Group, LLC | 0.06% | New | 5,915 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -10.8% | 9,988 | $1.1M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -3.8% | 9,985 | $1.1M |
| Whittier Trust Co. | 0.02% | Reduce -39.7% | 9,947 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -8.3% | 9,882 | $1.1M |
| Wooster Corthell Wealth Management, Inc. | 0.25% | Add +78.7% | 9,880 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +2.8% | 9,839 | $1.1M |
| HFG Advisors, Inc. | 0.96% | Reduce -6.9% | 9,763 | $1.1M |
| Spirepoint Private Client, LLC | 0.16% | — | 9,760 | $1.1M |
| Baker Ellis Asset Management LLC | 0.16% | Reduce -13.4% | 9,700 | $1.1M |
| Sandy Cove Advisors, LLC | 0.48% | Reduce -1.1% | 9,392 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -17.7% | 9,367 | $1.0M |
| Aries Wealth Management | 0.33% | Add +20.9% | 9,282 | $1.0M |
| Eagle Strategies LLC | 0.23% | New | 9,261 | $1.0M |
| Dohj, LLC | 0.27% | New | 9,117 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -6.0% | 9,088 | $1.0M |
| Authentikos Wealth Advisory, LLC | 1.01% | Add +12.5% | 9,064 | $1.0M |
| Rosenberg Matthew Hamilton | 0.29% | No change | 9,100 | $1.0M |
| Visionary Wealth Advisors | 0.07% | Reduce -0.6% | 8,982 | $993K |
| Flagship Private Wealth, LLC | 0.63% | New | 8,773 | $970K |
| Ifrah Financial Services, Inc. | 0.27% | Add +3.9% | 8,770 | $969K |
| Beverly Hills Private Wealth, LLC | 0.22% | Reduce -7.4% | 8,748 | $967K |
| Private Portfolio Partners LLC | 0.20% | Reduce -3.6% | 8,734 | $965K |
| Simplicity Wealth,LLC | 0.02% | New | 8,665 | $958K |
| Leavell Investment Management, Inc. | 0.06% | No change | 8,658 | $957K |
| Geneos Wealth Management Inc. | 0.04% | Reduce -40.0% | 8,585 | $949K |
| Courage Miller Partners, LLC | 0.32% | Reduce -4.2% | 8,400 | $929K |
| Innova Wealth Partners | 0.71% | Reduce -29.9% | 8,370 | $925K |
| Cherrydale Wealth Management, LLC | 0.43% | Reduce -67.6% | 8,348 | $923K |
| Atwood & Palmer Inc. | 0.07% | No change | 8,316 | $919K |
| KWB Wealth | 0.12% | Add +0.8% | 8,314 | $919K |
| Forza Wealth Management, LLC | 0.48% | No change | 8,302 | $918K |
| J. W. Coons Advisors, LLC | 0.16% | Reduce -4.1% | 8,295 | $917K |
| Trustmark Bank Trust Department | 0.07% | Add +4.8% | 8,233 | $910K |
| United Community Bank | 0.35% | Reduce -7.3% | 8,172 | $903K |
| Compound Planning, Inc. | 0.08% | Add +36.0% | 8,118 | $897K |
| Triumph Capital Management | 0.36% | Reduce -5.2% | 8,083 | $894K |
| Castleview Partners, LLC | 0.49% | Add +0.7% | 7,939 | $878K |
| GenWealth Group, Inc. | 0.22% | Reduce -15.8% | 7,813 | $864K |
| Hanover Advisors Inc. | 0.36% | Add +17.8% | 7,809 | $863K |
| Centennial Wealth Advisory LLC | 0.39% | Reduce -20.4% | 7,701 | $851K |
| Investment Partners Asset Management, Inc. | 0.77% | Reduce -4.1% | 7,675 | $848K |
| Two Sigma Securities, LLC | 0.04% | Reduce -6.6% | 7,554 | $835K |
| Fortis Advisors, LLC | 0.56% | Add +0.8% | 7,539 | $833K |
| Madison Asset Management, LLC | 0.01% | Reduce -34.6% | 7,449 | $823K |
| Dominguez Wealth Management Solutions, Inc. | 0.65% | Reduce -1.4% | 7,442 | $823K |
| Jacobi Capital Management LLC | 0.08% | Add +5.0% | 7,380 | $816K |
| Richard W. Paul & Associates, LLC | 0.32% | Reduce -18.8% | 7,291 | $806K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -1.0% | 7,281 | $805K |
| Sigma Planning Corp | 0.03% | New | 7,259 | $802K |
| Pathstone Holdings, LLC | 0.00% | Add +90.2% | 7,234 | $800K |
| Mission Wealth Management, LP | 0.02% | No change | 7,180 | $794K |
| Park Avenue Securities LLC | 0.01% | Reduce -80.5% | 7,154 | $791K |
| Root Financial Partners, LLC | 0.23% | Add +10.0% | 7,104 | $785K |
| Roble, Belko & Company, Inc | 0.13% | Add +0.0% | 7,084 | $783K |
| TD Waterhouse Canada Inc. | 0.01% | Add +62.0% | 6,905 | $771K |
| Archer Investment Corp | 0.23% | Reduce -2.7% | 6,932 | $766K |
| Centaurus Financial, Inc. | 0.05% | No change | 6,930 | $766K |
| GTS Securities LLC | 0.02% | Reduce -90.1% | 6,928 | $766K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.8% | 6,814 | $753K |
| Farther Finance Advisors, LLC | 0.05% | Add +7.2% | 6,779 | $746K |
| Forte Asset Management LLC | 0.45% | No change | 6,750 | $746K |
| Clark Asset Management, LLC | 0.23% | Add +130.8% | 6,710 | $742K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -45.9% | 6,672 | $738K |
| Foster Group, Inc. | 0.04% | Reduce -0.8% | 6,621 | $732K |
| Mayflower Financial Advisors, LLC | 0.12% | Reduce -49.2% | 6,586 | $728K |
| Gryphon Financial Partners LLC | 0.12% | Reduce -2.4% | 6,540 | $723K |
| Cairn Investment Group, Inc. | 0.41% | Reduce -1.4% | 6,500 | $719K |
| Napatree Capital LLC | 0.69% | Reduce -0.4% | 6,497 | $718K |
| Annandale Capital, LLC | 0.16% | Reduce -0.1% | 6,441 | $712K |
| Roberts Financial Services LLC | 0.14% | Add +232.9% | 6,386 | $706K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -71.5% | 6,337 | $700K |
| Teamwork Financial Advisors, LLC | 0.11% | Reduce -0.6% | 6,325 | $699K |
| Blair William & Co. | 0.00% | Reduce -6.5% | 6,235 | $689K |
| NorthRock Partners, LLC | 0.03% | Reduce -19.8% | 6,173 | $682K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -9.9% | 6,166 | $682K |
| &partners | 0.09% | New | 6,148 | $680K |
| Aveo Capital Partners, LLC | 0.07% | Add +86.0% | 6,076 | $669K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -53.3% | 6,030 | $667K |
| ARK & TLK Investments, LLC | 0.26% | Reduce -27.9% | 6,021 | $666K |
| Raymond James Trust N.A. | 0.02% | Add +2.3% | 5,974 | $660K |
| Private Capital Management LLC | 0.15% | Reduce -17.6% | 5,970 | $660K |
| Western Wealth Management, LLC | 0.05% | Reduce -15.3% | 5,885 | $651K |
| High Note Wealth, LLC | 0.21% | Reduce -4.7% | 5,869 | $649K |
| Horst & Graben Wealth Management LLC | 0.13% | Reduce -11.7% | 5,868 | $649K |
| Transcend Capital Advisors, LLC | 0.05% | Add +2.0% | 5,791 | $640K |
| Flagstar Securities, Inc. | 0.18% | Reduce -54.9% | 5,748 | $635K |
| Ted Buchan & Co | 0.39% | No change | 5,730 | $633K |
| Capital Asset Advisory Services LLC | 0.04% | Add +19.0% | 5,740 | $632K |
| Balefire, LLC | 0.23% | Reduce -49.0% | 5,709 | $631K |
| Financial Management Professionals, Inc. | 0.09% | Add +78.8% | 5,671 | $627K |
| Leo Wealth, LLC | 0.06% | No change | 5,639 | $623K |
| Cypress Wealth Services, LLC | 0.14% | Reduce -33.7% | 5,604 | $619K |
| JTC Employer Solutions Trustee Ltd | 0.04% | Add +106.7% | 5,584 | $618K |
| Retireful, LLC | 0.26% | New | 5,559 | $614K |
| Argent Trust Co | 0.03% | No change | 5,559 | $614K |
| Pecaut & Co. | 0.22% | Reduce -0.2% | 5,393 | $596K |
| Trilogy Capital Inc. | 0.03% | New | 5,393 | $596K |
| Signal Advisors Wealth, LLC | 0.15% | Add +54.0% | 5,387 | $596K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -12.9% | 5,369 | $593K |
| Clearstead Advisors, LLC | 0.03% | Reduce -58.5% | 5,372 | $592K |
| Independent Solutions Wealth Management, LLC | 0.14% | Reduce -79.9% | 5,326 | $589K |
| Investment Advisory Group, LLC | 0.24% | No change | 5,290 | $585K |
| Connectus Wealth, LLC | 0.02% | Reduce -57.0% | 5,260 | $581K |
| Watts Gwilliam & Co., LLC | 0.18% | — | 5,208 | $574K |
| Castle Rock Wealth Management, LLC | 0.16% | Add +17.4% | 5,200 | $572K |
| Brighton Jones LLC | 0.02% | Reduce -0.0% | 5,149 | $569K |
| Fortitude Advisory Group L.L.C. | 0.32% | Reduce -6.3% | 5,112 | $565K |
| Integrated Advisors Network LLC | 0.03% | Reduce -13.1% | 5,019 | $555K |
| First Wilshire Securities Management Inc. | 0.16% | No change | 5,000 | $553K |
| Equitable Holdings, Inc. | 0.01% | Add +27.6% | 4,973 | $550K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +38.7% | 4,935 | $546K |
| TSA Wealth Managment LLC | 0.24% | Reduce -74.6% | 4,922 | $544K |
| Sinecera Capital, LLC | 0.74% | Add +19.7% | 4,847 | $536K |
| Advisor OS, LLC | 0.06% | Reduce -58.9% | 4,801 | $531K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -76.7% | 4,792 | $530K |
| TruWealth Advisors, LLC | 0.04% | Reduce -26.6% | 4,760 | $526K |
| Smith, Moore & Co. | 0.06% | Reduce -40.1% | 4,760 | $526K |
| Evanson Asset Management, LLC | 0.04% | New | 4,753 | $525K |
| Woodward Diversified Capital, LLC | 0.32% | Reduce -25.2% | 4,660 | $515K |
| Wealthcare Capital Management LLC | 0.06% | No change | 4,646 | $514K |
| Alliancebernstein L.P. | 0.00% | Reduce -97.2% | 4,607 | $509K |
| TCP Asset Management, LLC | 0.13% | New | 4,540 | $502K |
| MAS Advisors LLC | 0.58% | No change | 4,534 | $501K |
| Agilis Partners LLC | 0.13% | No change | 4,522 | $500K |
| Black Diamond Financial, LLC | 0.13% | No change | 4,493 | $495K |
| Kraft, Davis & Associates, LLC | 0.15% | Add +0.8% | 4,467 | $492K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -47.4% | 4,430 | $490K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -5.8% | 4,426 | $489K |
| Vernal Point Advisors, LLC | 0.42% | No change | 4,412 | $488K |
| Ehrlich Financial Group | 0.41% | Reduce -72.1% | 4,364 | $482K |
| Maripau Wealth Management LLC | 0.35% | Add +63.9% | 4,279 | $473K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -73.3% | 4,276 | $473K |
| McAdam, LLC | 0.03% | Reduce -23.9% | 4,208 | $465K |
| Raelipskie Partnership | 0.26% | No change | 4,200 | $464K |
| Cunning Capital Partners, LP | 0.25% | New | 4,150 | $459K |
| Howard Financial Services, LTD. | 0.08% | No change | 4,143 | $458K |
| Core Wealth Advisors, Inc. | 0.16% | No change | 4,133 | $457K |
| Columbus Macro, LLC | 0.17% | No change | 4,111 | $454K |
| Romano Brothers and Company | 0.06% | Reduce -19.8% | 4,053 | $448K |
| RMR Wealth Builders | 0.05% | Add +0.7% | 4,021 | $445K |
| Vestcor Inc | 0.01% | Reduce -31.6% | 3,955 | $437K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +15.1% | 3,914 | $433K |
| Accredited Investors Inc. | 0.03% | Reduce -94.1% | 3,890 | $430K |
| Lido Advisors, LLC | 0.00% | Reduce -4.3% | 3,884 | $429K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.0% | 3,851 | $426K |
| Semmax Financial Advisors Inc. | 0.14% | Reduce -96.3% | 3,828 | $422K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -6.7% | 3,805 | $421K |
| Lwmg, LLC | 0.10% | Add +0.8% | 3,803 | $420K |
| Avestar Capital, LLC | 0.05% | Reduce -65.9% | 3,774 | $417K |
| Significant Wealth Partners LLC | 0.27% | Add +44.5% | 3,712 | $410K |
| Belpointe Asset Management LLC | 0.03% | Reduce -7.8% | 3,685 | $407K |
| Mattern Capital Management, LLC | 0.06% | Add +3.0% | 3,663 | $405K |
| Tilia Fiduciary Partners, Inc. | 0.33% | New | 3,645 | $403K |
| Investment Partners, LTD. | 0.18% | Reduce -69.4% | 3,627 | $401K |
| Sugar Maple Asset Management, LLC | 0.39% | — | 3,623 | $400K |
| Focus Partners Wealth | 0.00% | Add +1.2% | 3,617 | $400K |
| StoneX Group Inc. | 0.04% | Reduce -32.5% | 3,610 | $399K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 3,600 | $398K |
| Cooper Financial Group | 0.06% | No change | 3,551 | $393K |
| Walkner Condon Financial Advisors LLC | 0.08% | Add +2.1% | 3,519 | $389K |
| Financial Architects, LLC | 0.27% | No change | 3,510 | $388K |
| Ceeto Capital Group, LLC | 0.16% | No change | 3,500 | $387K |
| Northland Capital Management LLC | 0.27% | Add +3.3% | 3,495 | $386K |
| SteelPeak Wealth, LLC | 0.02% | Add +2.1% | 3,481 | $385K |
| IHT Wealth Management, LLC | 0.02% | Reduce -47.9% | 3,465 | $383K |
| GeoWealth Management, LLC | 0.01% | Reduce -91.1% | 3,449 | $381K |
| Sather Financial Group Inc | 0.03% | New | 3,423 | $378K |
| Allianz SE | 0.01% | — | 3,413 | $377K |
| First Hawaiian Bank | 0.01% | Add +0.8% | 3,359 | $371K |
| Diversified Trust Co. | 0.01% | New | 3,315 | $366K |
| Hemington Wealth Management | 0.13% | No change | 3,291 | $364K |
| LTG Capital LLC | 0.31% | No change | 3,258 | $360K |
| Baron Wealth Management LLC | 0.19% | Reduce -16.1% | 3,246 | $359K |
| Physician Wealth Solutions Inc. | 0.30% | Reduce -12.0% | 3,221 | $356K |
| FWG Holdings, LLC | 0.18% | Reduce -28.4% | 3,125 | $344K |
| Leelyn Smith, LLC | 0.07% | Add +10.8% | 3,108 | $344K |
| Stephens Inc. | 0.01% | Add +2.1% | 3,099 | $343K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +59.4% | 3,093 | $342K |
| Keel Point, LLC | 0.04% | No change | 3,089 | $341K |
| Strategic Blueprint, LLC | 0.02% | Add +4.1% | 3,064 | $339K |
| Aptus Capital Advisors, LLC | 0.01% | New | 3,039 | $336K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -6.7% | 2,800 | $310K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -24.3% | 2,762 | $305K |
| PFG Investments, LLC | 0.02% | New | 2,759 | $305K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -8.4% | 2,710 | $300K |
| Almanack Investment Partners, LLC. | 0.05% | No change | 2,700 | $298K |
| Pinnacle Wealth Management Group, Inc. | 0.22% | New | 2,680 | $296K |
| Signaturefd, LLC | 0.01% | Reduce -21.1% | 2,661 | $294K |
| Pacific Financial Group Inc. | 0.20% | Reduce -62.8% | 2,622 | $290K |
| PFG Advisors | 0.02% | Reduce -18.4% | 2,589 | $286K |
| Intergy Private Wealth, LLC | 0.12% | No change | 2,568 | $284K |
| Woodmont Investment Counsel LLC | 0.02% | Reduce -7.6% | 2,553 | $282K |
| Schrum Private Wealth Management LLC | 0.26% | Reduce -2.1% | 2,550 | $282K |
| Quantinno Capital Management LP | 0.01% | No change | 2,502 | $277K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -31.7% | 2,483 | $274K |
| Beacon Financial Group | 0.03% | Reduce -15.0% | 2,473 | $273K |
| PBMares Wealth Management LLC | 0.07% | Reduce -7.6% | 2,456 | $271K |
| Vermillion & White Wealth Management Group, LLC | 0.22% | No change | 2,450 | $271K |
| Sovereign Financial Group, Inc. | 0.07% | New | 2,448 | $271K |
| Financial Life Advisors | 0.11% | No change | 2,424 | $268K |
| Fonville Wealth Management LLC | 0.12% | Add +8.4% | 2,409 | $266K |
| Apella Capital, LLC | 0.01% | Reduce -43.2% | 2,370 | $261K |
| Jessup Wealth Management, Inc | 0.11% | New | 2,345 | $259K |
| Buffington Mohr McNeal | 0.05% | No change | 2,323 | $257K |
| M&T Bank Corp | 0.00% | Reduce -41.9% | 2,320 | $256K |
| Wbi Investments, LLC | 0.05% | Reduce -92.0% | 2,276 | $252K |
| CENTRAL TRUST Co | 0.01% | New | 2,275 | $251K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +2.8% | 2,253 | $249K |
| Moors & Cabot, Inc. | 0.01% | Reduce -8.9% | 2,252 | $249K |
| Levy Wealth Management Group, LLC | 0.07% | No change | 2,250 | $248K |
| MGB Wealth Management, LLC | 0.10% | Reduce -6.7% | 2,233 | $247K |
| Csenge Advisory Group | 0.01% | Reduce -15.4% | 2,228 | $246K |
| Consilium Wealth Advisory, LLC | 0.14% | New | 2,224 | $246K |
| Lincoln National Corp. | 0.00% | Reduce -48.8% | 2,217 | $245K |
| Benedetti & Gucer, Inc. | 0.12% | No change | 2,206 | $244K |
| Friedenthal Financial | 0.15% | Add +12.6% | 2,197 | $243K |
| Hilltop Holdings Inc. | 0.03% | New | 2,197 | $243K |
| Benedict Financial Advisors Inc. | 0.06% | New | 2,176 | $241K |
| Strategic Financial Partners, Ltd. | 0.13% | Reduce -6.0% | 2,169 | $240K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -25.6% | 2,148 | $237K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,137 | $235K |
| Patten & Patten Inc. | 0.02% | New | 2,125 | $235K |
| Debussy Capital Management LP | 0.07% | Reduce -23.6% | 2,121 | $234K |
| Private Advisory Group LLC | 0.03% | Reduce -88.0% | 2,094 | $231K |
| Wedmont Private Capital | 0.02% | New | 2,088 | $230K |
| Chilton Investment Co. Inc. | 0.01% | New | 2,080 | $230K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,043 | $226K |
| Heck Capital Advisors, LLC | 0.03% | Reduce -17.5% | 2,002 | $221K |
| Wealth Management Associates, Inc. | 0.10% | Reduce -9.1% | 2,000 | $221K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -43.9% | 1,997 | $221K |
| Nwam LLC | 0.02% | Reduce -44.4% | 1,984 | $218K |
| Stockman Wealth Management, Inc. | 0.04% | New | 1,971 | $218K |
| Madrona Financial Services, LLC | 0.08% | No change | 1,970 | $218K |
| First Trust Investment Solutions L.P. | 0.04% | No change | 1,962 | $217K |
| Investors Research Corp | 0.05% | Add +5.6% | 1,940 | $214K |
| Bear Mountain Capital, Inc. | 0.09% | No change | 1,931 | $213K |
| FinTrust Capital Advisors, LLC | 0.04% | Add +110.5% | 1,905 | $211K |
| Quadrant Private Wealth Management, LLC | 0.05% | No change | 1,903 | $210K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -5.0% | 1,900 | $210K |
| Synovus Financial Corp. | 0.00% | New | 1,897 | $210K |
| West Branch Capital LLC | 0.08% | Add +0.4% | 1,888 | $209K |
| Guardian Wealth Advisors, LLC | 0.13% | Reduce -4.3% | 1,875 | $207K |
| Voya Financial Advisors, Inc. | 0.02% | New | 1,863 | $206K |
| Smith Salley Wealth Management | 0.02% | No change | 1,840 | $203K |
| Deutsche Bank AG | 0.00% | No change | 1,837 | $203K |
| VitalStone Financial, LLC | 0.15% | Add +1.3% | 1,827 | $202K |
| Resurgent Financial Advisors LLC | 0.11% | Reduce -12.6% | 1,823 | $202K |
| Avior Wealth Management, LLC | 0.01% | Add +921.8% | 1,594 | $176K |
| Impact Partnership Wealth, LLC | 0.07% | Reduce -51.8% | 1,568 | $173K |
| Bromfield Sneider Wealth Advisors | 0.10% | No change | 1,450 | $160K |
| Rational Advisors, Inc. | 0.01% | Reduce -19.3% | 1,422 | $157K |
| Front Row Advisors LLC | 0.06% | Reduce -13.2% | 1,381 | $153K |
| Morling Financial Advisors, LLC | 0.07% | New | 1,186 | $131K |
| AllSquare Wealth Management LLC | 0.08% | Add +30.1% | 1,176 | $130K |
| Continuum Advisory, LLC | 0.02% | New | 1,065 | $117K |
| North Star Investment Management Corp. | 0.01% | No change | 1,000 | $111K |
| Montag A & Associates Inc. | 0.01% | Reduce -60.0% | 906 | $100K |
| Tompkins Financial Corp. | 0.01% | No change | 900 | $99K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -31.1% | 896 | $99K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 882 | $97K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -66.3% | 849 | $94K |
| Anchor Investment Management, LLC | 0.01% | No change | 846 | $94K |
| Rakuten Securities, Inc. | 0.04% | New | 806 | $89K |
| Stone House Investment Management, LLC | 0.02% | Reduce -19.1% | 797 | $88K |
| Global Assets Advisory, LLC | 0.05% | New | 775 | $85K |
| Harbour Investments, Inc. | 0.00% | Add +2.5% | 743 | $82K |
| Hollencrest Capital Management | 0.00% | No change | 650 | $72K |
| Sound Income Strategies, LLC | 0.01% | Reduce -72.7% | 623 | $69K |
| Clarity Asset Management, Inc. | 0.05% | Add +0.8% | 615 | $68K |
| Blue Trust, Inc. | 0.00% | Reduce -62.9% | 598 | $66K |
| Pacific Center for Financial Services | 0.02% | Reduce -74.6% | 595 | $66K |
| Abich Financial Wealth Management LLC | 0.05% | Add +56.9% | 590 | $65K |
| Tidemark, LLC | 0.04% | No change | 585 | $65K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 539 | $60K |
| Ancora Advisors LLC | 0.00% | No change | 528 | $58K |
| C M Bidwell & Associates Ltd. | 0.04% | No change | 526 | $58K |
| WASHINGTON TRUST Co | 0.00% | Add +330.8% | 517 | $57K |
| Fifth Third Bancorp | 0.00% | No change | 516 | $57K |
| Sandy Spring Bank | 0.00% | No change | 510 | $56K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 497 | $55K |
| Hoese & Co LLP | 0.05% | No change | 480 | $53K |
| EPG Wealth Management LLC | 0.01% | No change | 454 | $50K |
| FIL Ltd | 0.00% | No change | 437 | $48K |
| MidAtlantic Capital Management, Inc. | 0.04% | No change | 433 | $48K |
| Addison Advisors LLC | 0.02% | New | 423 | $47K |
| Rothschild Investment LLC | 0.00% | No change | 366 | $40K |
| WR Wealth Planners, LLC | 0.01% | New | 365 | $40K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 292 | $32K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +9.8% | 270 | $30K |
| Birchbrook, Inc. | 0.02% | Add +0.8% | 265 | $29K |
| Ransom Advisory, Ltd | 0.01% | — | 250 | $28K |
| J.Safra Asset Management Corp | 0.00% | Add +78.6% | 250 | $28K |
| Crewe Advisors LLC | 0.00% | No change | 249 | $28K |
| Phillips Financial Management, LLC | 0.00% | Add +737.9% | 243 | $27K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +3.4% | 213 | $24K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 176 | $19K |
| Creative Financial Designs Inc. | 0.00% | Reduce -38.4% | 173 | $19K |
| Capital Analysts, LLC | 0.00% | New | 176 | $19K |
| JNBA Financial Advisors | 0.00% | No change | 150 | $17K |
| Mather Group, Llc. | 0.00% | New | 141 | $16K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 137 | $15K |
| Asset Management One Co., Ltd. | 0.00% | No change | 129 | $14K |
| Ruedi Wealth Management, Inc. | 0.01% | Add +0.8% | 121 | $13K |
| Highline Wealth Partners LLC | 0.01% | Reduce -85.2% | 113 | $12K |
| Key Financial Inc | 0.00% | No change | 108 | $12K |
| Eagle Bay Advisors LLC | 0.01% | New | 105 | $12K |
| Caitlin John, LLC | 0.01% | Reduce -22.5% | 93 | $10K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +102.4% | 85 | $9K |
| Colonial Trust Advisors | 0.00% | No change | 70 | $8K |
| Colonial Trust Co / SC | 0.00% | No change | 69 | $8K |
| SouthState Bank Corp | 0.00% | No change | 64 | $7K |
| Family Asset Management, LLC | 0.00% | Reduce -43.8% | 50 | $6K |
| DecisionPoint Financial, LLC | 0.00% | New | 50 | $6K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -63.5% | 39 | $4K |
| Providence Capital Advisors, LLC | 0.00% | New | 38 | $4K |
| Voisard Asset Management Group, Inc. | 0.00% | Reduce -22.9% | 37 | $4K |
| Pflug Koory, LLC | 0.00% | No change | 35 | $4K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -87.8% | 34 | $4K |
| Vima LLC | 0.00% | No change | 30 | $3K |
| McClarren Financial Advisors, Inc. | 0.00% | No change | 27 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -92.9% | 19 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 17 | $2K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 16 | $2K |
| Kelly Financial Services LLC | 0.00% | Reduce -97.1% | 12 | $1K |
| Breakwater Investment Management | 0.00% | — | 10 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +12.5% | 9 | $882 |
| LifeSteps Financial, Inc. | 0.00% | New | 7 | $774 |
| Richardson Financial Services Inc. | 0.00% | Reduce -12.5% | 7 | $774 |
| PayPay Securities Corp | 0.03% | No change | 6 | $663 |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 3 | $332 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 3 | $332 |
| Pineridge Advisors LLC | 0.00% | Reduce -95.0% | 1 | $111 |
"% of holder's portfolio" is SHV's weight in each manager's 13F, not the share of iShares 0-1 Year Treasury Bo the manager owns.