iShares 0-1 Year Treasury BoSHVETF
13F holders, Q2 2024 (June 30)674holders −6
56new positions
66sold out
4famous investors
$97.70avg. 13F price*
At the end of Q2 2024, 674 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, down 6 from Q1 2024. 56 opened new positions and 66 sold out. The largest holders were BlackRock Inc. ($837.9M), JPMorgan Chase & Co. ($806.6M) and Morgan Stanley ($576.1M). 4 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 Joel Greenblatt (0.0% of Gotham Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $137.2M |
| Exits | 66 | $107.6M |
All 13F filers, Q1 2024 → Q2 2024: 26,276,727 shares bought and 6,364,071 shares sold, net +19,912,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 674 holders
| BlackRock Inc. | 0.02% | Reduce -5.9% | 7,582,460 | $837.9M |
| JPMorgan Chase & Co. | 0.07% | Add +361.8% | 7,299,133 | $806.6M |
| Morgan Stanley | 0.04% | Reduce -7.7% | 5,214,018 | $576.1M |
| Wells Fargo & Company | 0.12% | Add +17.5% | 4,094,937 | $452.5M |
| Bank of America Corp. | 0.03% | Reduce -9.4% | 3,036,645 | $335.5M |
| UBS Group AG | 0.07% | Reduce -12.8% | 2,025,585 | $223.8M |
| Bank of Nova Scotia | 0.43% | Add +22.0% | 1,959,396 | $216.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2.26% | Add +14.8% | 1,944,618 | $215.1M |
| LPL Financial LLC | 0.10% | Add +4.7% | 1,785,274 | $197.3M |
| Betterment LLC | 0.46% | Reduce -9.3% | 1,590,715 | $175.8M |
| Envestnet Asset Management Inc. | 0.06% | Add +6.7% | 1,583,675 | $175.0M |
| Alliancebernstein L.P. | 0.05% | Add +30498.7% | 1,409,681 | $155.8M |
| Wealthfront Advisers LLC | 0.46% | Add +139.2% | 1,250,481 | $138.2M |
| Ameriprise Financial Inc. | 0.03% | Add +99.5% | 1,136,162 | $125.5M |
| Wealth Enhancement Advisory Services, LLC | 0.30% | Add +18.7% | 1,131,236 | $125.0M |
| Wealthspire Retirement, LLC | 10.22% | Add +6.1% | 1,103,660 | $122.0M |
| Divergent Wealth Advisors | 23.43% | Add +5.8% | 1,096,153 | $121.1M |
| Royal Bank of Canada | 0.03% | Reduce -3.8% | 1,093,451 | $120.8M |
| Truist Financial Corp. | 0.17% | Reduce -0.5% | 995,123 | $110.0M |
| Anchor Capital Advisors LLC | 3.02% | Add +116.1% | 971,521 | $107.4M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Reduce -3.3% | 959,392 | $106.0M |
| Cambridge Investment Research Advisors, Inc. | 0.33% | Add +286.9% | 808,403 | $89.3M |
| Federation des caisses Desjardins du Quebec | 0.45% | Add +18.4% | 767,080 | $84.8M |
| Renaissance Technologies | 0.13% | No change | 705,000 | $77.9M |
| Hansen & Associates Financial Group, Inc. | 41.00% | Add +1698.4% | 11,824,117 | $77.5M |
| Ausdal Financial Partners, Inc. | 8.14% | Reduce -1.1% | 689,746 | $76.2M |
| Stifel Financial Corp. | 0.07% | Add +15.1% | 569,241 | $62.9M |
| True Link Financial Advisors, LLC | 5.81% | Add +14.8% | 566,266 | $62.6M |
| Cetera Investment Advisers | 0.14% | Add +17.3% | 544,432 | $60.2M |
| Cynosure Group, LLC | 9.64% | Reduce -2.0% | 543,604 | $60.1M |
| Foundations Investment Advisors, LLC | 1.32% | Reduce -8.4% | 491,459 | $54.3M |
| Townsend & Associates, Inc | 5.90% | Add +2.9% | 480,802 | $53.1M |
| Gateway Advisory, LLC | 9.01% | Reduce -14.1% | 479,843 | $53.0M |
| Cerity Partners LLC | 0.14% | Add +11.8% | 478,734 | $52.9M |
| FMR LLC | 0.00% | Add +41.9% | 473,066 | $52.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -0.1% | 459,136 | $50.7M |
| Osaic Holdings, Inc. | 0.11% | Reduce -50.2% | 429,084 | $47.4M |
| GM Advisory Group, LLC | 2.98% | Reduce -32.6% | 418,167 | $46.2M |
| MML Investors Services, LLC | 0.19% | Add +9.9% | 415,903 | $46.0M |
| Old National Bancorp | 1.06% | Add +6.1% | 405,420 | $44.8M |
| Advisory Services Network, LLC | 0.92% | Reduce -7.1% | 403,666 | $44.6M |
| Family Manage LLC | 7.85% | Reduce -2.4% | 400,384 | $44.2M |
| Acorns Advisers, LLC | 0.47% | Add +2.9% | 400,346 | $44.2M |
| Trust Co | 5.27% | Add +1.0% | 369,497 | $40.8M |
| LaSalle St. Investment Advisors, LLC | 20.38% | Add +0.6% | 369,177 | $40.8M |
| Rockefeller Capital Management L.P. | 0.11% | Reduce -3.6% | 363,389 | $40.2M |
| Jane Street Group, LLC | 0.04% | Add +148.9% | 360,042 | $39.8M |
| SG Americas Securities, LLC | 0.25% | New | 356,725 | $39.4M |
| Allred Capital Management, LLC | 14.41% | Reduce -3.3% | 340,239 | $37.6M |
| Banco Santander, S.A. | 0.46% | Reduce -1.3% | 337,593 | $37.3M |
| Raymond James & Associates | 0.02% | Add +3.8% | 330,406 | $36.5M |
| Fund Evaluation Group, LLC | 2.17% | Reduce -41.7% | 319,442 | $35.3M |
| O'shaughnessy Asset Management, LLC | 0.36% | Add +24.0% | 314,554 | $34.8M |
| Global Retirement Partners, LLC | 1.06% | Add +6.4% | 306,599 | $33.9M |
| Townsquare Capital LLC | 0.46% | Add +5.0% | 305,795 | $33.8M |
| Client First Capital LLC | 20.09% | Add +23.8% | 301,872 | $33.4M |
| Millennium Management | 0.03% | Reduce -9.4% | 295,865 | $32.7M |
| Northwest Quadrant Wealth Management, LLC | 8.04% | Reduce -0.9% | 295,756 | $32.7M |
| Oakworth Capital, Inc. | 2.32% | New | 287,757 | $31.8M |
| Mader & Shannon Wealth Management, Inc. | 18.75% | Add +1.8% | 282,276 | $31.2M |
| BNP Paribas Financial Markets | 0.03% | Add +29.2% | 273,653 | $30.2M |
| Creative Planning | 0.03% | Reduce -0.9% | 273,063 | $30.2M |
| Steward Partners Investment Advisory, LLC | 0.31% | Add +4.6% | 266,919 | $29.5M |
| Americana Partners, LLC | 2.26% | Reduce -1.5% | 259,437 | $28.7M |
| Oppenheimer & Co. Inc. | 0.45% | Reduce -4.3% | 255,891 | $28.3M |
| Cardinal Point Capital Management ULC | 4.84% | Add +7.7% | 251,871 | $27.8M |
| TFC Financial Management, Inc. | 4.49% | Add +1.4% | 231,418 | $25.6M |
| Delta Investment Management, LLC | 5.01% | Add +7.0% | 205,606 | $22.7M |
| Lee Financial Co | 3.70% | Add +2.3% | 204,783 | $22.6M |
| White Lighthouse Investment Management Inc. | 4.28% | Add +40.9% | 200,979 | $22.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -41.9% | 197,646 | $21.8M |
| M. Kulyk & Associates, LLC | 4.98% | Add +1.2% | 193,830 | $21.4M |
| Financial Engines Advisors L.L.C. | 0.05% | Add +8.9% | 191,335 | $21.1M |
| Virtue Capital Management, LLC | 3.56% | Add +14.1% | 188,170 | $20.8M |
| Simon Quick Advisors, LLC | 1.46% | Reduce -0.6% | 186,509 | $20.6M |
| Able Wealth Management LLC | 16.63% | Reduce -0.3% | 182,849 | $20.2M |
| Selway Asset Management | 8.13% | Add +7.2% | 180,090 | $19.9M |
| Concord Wealth Partners | 3.45% | Add +3.9% | 176,989 | $19.6M |
| Strategic Point Investment Advisors, LLC | 3.48% | Reduce -0.3% | 175,736 | $19.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.6% | 172,619 | $19.1M |
| Mascoma Wealth Management LLC | 5.05% | Add +6.7% | 172,173 | $19.0M |
| Seven Post Investment Office LP | 3.25% | Add +36.0% | 158,584 | $17.5M |
| Onyx Bridge Wealth Group LLC | 2.82% | Add +1.4% | 155,694 | $17.2M |
| Smithfield Trust Co | 0.89% | Add +7.0% | 153,059 | $16.9M |
| Concord Asset Management, LLC | 4.16% | Add +7.1% | 151,916 | $16.8M |
| IFP Advisors, Inc | 0.66% | Add +20.3% | 151,252 | $16.7M |
| Buckingham Strategic Wealth, LLC | 0.17% | Add +11.2% | 146,901 | $16.2M |
| Trajan Wealth LLC | 1.03% | Reduce -0.5% | 145,320 | $16.1M |
| SVB Wealth LLC | 0.39% | Reduce -53.9% | 142,483 | $15.7M |
| HighTower Advisors, LLC | 0.02% | Add +1.6% | 139,013 | $15.4M |
| Paragon Capital Management Inc. | 10.78% | Reduce -0.8% | 127,843 | $14.1M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -58.7% | 126,455 | $14.0M |
| Tucker Asset Management LLC | 3.07% | Reduce -2.8% | 125,860 | $13.9M |
| Strategic Wealth Partners, Ltd. | 1.44% | Add +4.2% | 124,843 | $13.8M |
| Bulltick Wealth Management, LLC | 3.83% | Add +49.4% | 123,873 | $13.7M |
| Comerica Bank | 0.06% | Reduce -8.2% | 122,653 | $13.6M |
| Guidance Capital, Inc. | 4.44% | Add +4.0% | 122,600 | $13.6M |
| Bridge Advisory, LLC | 6.54% | Reduce -23.3% | 120,112 | $13.3M |
| KFA Private Wealth Group, LLC | 6.78% | Reduce -45.6% | 118,538 | $13.1M |
| Birchcreek Wealth Management, LLC | 7.37% | Add +9.5% | 118,498 | $13.1M |
| Westmount Partners, LLC | 4.32% | Add +100.7% | 118,840 | $13.1M |
| Titan Managers, LLC | 20.42% | Reduce -8.9% | 117,700 | $13.0M |
| Winch Advisory Services, LLC | 3.69% | Add +2.1% | 116,883 | $12.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +7.9% | 116,261 | $12.8M |
| One Day In July LLC | 1.56% | Reduce -18.4% | 112,971 | $12.5M |
| Capstone Wealth Management Group, LLC | 7.96% | Add +19.2% | 110,156 | $12.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.38% | Add +70.8% | 109,317 | $12.1M |
| Udine Wealth Management, Inc. | 8.29% | No change | 107,750 | $11.9M |
| Arete Wealth Advisors, LLC | 0.94% | Add +3.0% | 103,800 | $11.5M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -3.1% | 101,710 | $11.2M |
| Mayport, LLC | 3.96% | Add +2.1% | 100,660 | $11.1M |
| Cwm, LLC | 0.05% | Reduce -23.2% | 99,956 | $11.0M |
| Kwmg, LLC | 1.18% | Add +6.5% | 99,043 | $10.9M |
| Atticus Wealth Management, LLC | 3.51% | Add +11.1% | 97,078 | $10.7M |
| GFS Advisors, LLC | 1.71% | Reduce -95.7% | 3,600 | $10.6M |
| Archford Capital Strategies, LLC | 1.71% | Add +79.2% | 95,546 | $10.6M |
| Paulson Wealth Management Inc. | 2.93% | Add +1.0% | 90,970 | $10.1M |
| Camarda Financial Advisors, LLC | 3.94% | Reduce -15.0% | 90,691 | $10.0M |
| Mariner, LLC | 0.02% | Reduce -2.7% | 90,168 | $10.0M |
| Ethos Financial Group, LLC | 1.76% | Add +4.8% | 89,457 | $9.9M |
| Financial Management Network Inc. | 2.33% | Add +0.4% | 88,099 | $9.7M |
| Clearstead Advisors, LLC | 0.16% | Add +1474.9% | 84,605 | $9.3M |
| Meeder Asset Management Inc. | 0.65% | Reduce -30.0% | 84,445 | $9.3M |
| Cadinha & Co. LLC | 1.73% | Reduce -5.0% | 84,212 | $9.3M |
| Penserra Capital Management LLC | 0.12% | Add +36.6% | 83,774 | $9.3M |
| B. Riley Wealth Advisors, Inc. | 0.23% | Add +113.5% | 81,546 | $9.0M |
| Stableford Capital II LLC | 3.48% | Reduce -26.1% | 80,264 | $8.9M |
| Crescent Grove Advisors, LLC | 0.97% | Add +513.2% | 80,025 | $8.8M |
| TD Private Client Wealth LLC | 0.27% | Reduce -5.7% | 78,178 | $8.6M |
| Lowe Brockenbrough & Co. Inc. | 0.57% | Reduce -11.1% | 78,106 | $8.6M |
| Banque Pictet & Cie SA | 0.09% | Add +28.8% | 77,941 | $8.6M |
| Robinson Value Management, Ltd. | 5.93% | Reduce -4.6% | 77,041 | $8.5M |
| MinichMacGregor Wealth Management, LLC | 2.06% | Reduce -0.3% | 76,527 | $8.5M |
| Arkfeld Wealth Strategies, L.L.C. | 4.25% | Reduce -3.3% | 75,969 | $8.4M |
| Citigroup Inc. | 0.01% | Add +25.1% | 75,369 | $8.3M |
| Bull Oak Capital, LLC | 5.33% | Reduce -52.5% | 74,844 | $8.3M |
| AMG National Trust Bank | 0.22% | Add +80.1% | 73,995 | $8.2M |
| Heck Capital Advisors, LLC | 1.01% | Add +3565.9% | 73,392 | $8.1M |
| Parallel Advisors, LLC | 0.20% | Reduce -23.2% | 71,918 | $7.9M |
| Corient Private Wealth LP | 0.01% | Add +6.5% | 71,175 | $7.9M |
| Atria Investments, Inc | 0.10% | Reduce -32.1% | 70,900 | $7.8M |
| Blueprint Investment Partners LLC | 1.67% | Add +16.7% | 70,017 | $7.7M |
| Hixon Zuercher, LLC | 3.26% | New | 69,900 | $7.7M |
| Values First Advisors, Inc. | 4.62% | Add +1.2% | 69,771 | $7.7M |
| Wedbush Securities Inc. | 0.27% | Reduce -0.3% | 69,025 | $7.6M |
| Capital Wealth Alliance, LLC | 4.34% | Reduce -7.4% | 68,853 | $7.6M |
| US Bancorp \de | 0.01% | Reduce -6.2% | 68,675 | $7.6M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -18.4% | 66,144 | $7.3M |
| Avantax Advisory Services, Inc. | 0.05% | Add +82.3% | 64,208 | $7.1M |
| Ridgewood Investments LLC | 3.55% | Reduce -6.1% | 64,132 | $7.1M |
| Adaptive Financial Consulting, LLC | 3.02% | No change | 63,049 | $7.0M |
| Baird Financial Group, Inc. | 0.01% | Add +71.7% | 60,467 | $6.7M |
| Quattro Financial Advisors LLC | 1.74% | No change | 63,379 | $6.6M |
| VanWeelden Wealth Management, LLC | 5.69% | — | 60,078 | $6.6M |
| Drive Wealth Management, LLC | 1.79% | Reduce -0.9% | 59,890 | $6.6M |
| Independent Financial Group, LLC | 0.26% | Add +1.8% | 59,637 | $6.6M |
| HSBC Holdings PLC | 0.00% | Add +23.3% | 59,533 | $6.6M |
| Morris Financial Concepts, Inc. | 3.14% | Add +15.7% | 59,308 | $6.6M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -4.0% | 58,634 | $6.5M |
| Advisory Research Inc. | 1.21% | Add +13.2% | 58,278 | $6.4M |
| Kestra Advisory Services, LLC | 0.04% | Add +0.3% | 58,210 | $6.4M |
| United Bank | 0.78% | Reduce -3.8% | 56,899 | $6.3M |
| Private Advisor Group, LLC | 0.04% | Reduce -1.2% | 56,809 | $6.3M |
| Natixis Advisors, LLC | 0.01% | Add +264.7% | 56,189 | $6.2M |
| Stelac Advisory Services LLC | 2.56% | New | 55,227 | $6.1M |
| Cerity Partners OCIO LLC | 0.45% | — | 53,272 | $5.9M |
| Assetmark, Inc. | 0.02% | Reduce -36.1% | 51,209 | $5.7M |
| Heartland Bank & Trust Co | 3.21% | Add +4.1% | 51,182 | $5.7M |
| 49 Wealth Management, LLC | 1.10% | Reduce -74.5% | 50,837 | $5.6M |
| Gunma Bank,Ltd. | 4.61% | New | 50,000 | $5.5M |
| Fifth Third Securities, Inc. | 0.50% | Add +6.8% | 49,247 | $5.4M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -9.7% | 49,140 | $5.4M |
| Weaver Consulting Group | 1.89% | Reduce -7.6% | 49,134 | $5.4M |
| Mutual Advisors, LLC | 0.16% | Reduce -33.4% | 48,696 | $5.4M |
| Calamos Wealth Management LLC | 0.29% | Reduce -11.0% | 48,213 | $5.3M |
| Ritholtz Wealth Management | 0.18% | Add +3.2% | 48,109 | $5.3M |
| Spire Wealth Management | 0.19% | Add +23.5% | 48,046 | $5.3M |
| SOL Capital Management CO | 0.63% | Add +82.4% | 47,847 | $5.3M |
| James Investment Research, Inc. | 0.62% | Reduce -2.9% | 47,376 | $5.2M |
| San Luis Wealth Advisors LLC | 1.22% | New | 45,938 | $5.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.96% | Reduce -6.9% | 45,337 | $5.0M |
| Destiny Wealth Partners, LLC | 0.88% | Reduce -73.6% | 44,199 | $4.9M |
| Whalen Wealth Management Inc. | 3.87% | Reduce -78.7% | 44,193 | $4.9M |
| Astor Investment Management LLC | 2.24% | Reduce -20.9% | 44,037 | $4.9M |
| Investment House LLC | 0.28% | Add +0.7% | 43,645 | $4.8M |
| Nisa Investment Advisors, LLC | 0.03% | New | 42,900 | $4.7M |
| Total Investment Management Inc. | 0.62% | Add +191.4% | 42,760 | $4.7M |
| Forum Financial Management, LP | 0.08% | Add +32.2% | 42,306 | $4.7M |
| Bank of Montreal | 0.00% | Reduce -11.0% | 42,192 | $4.7M |
| First Horizon Advisors, Inc. | 0.14% | Add +8.5% | 42,115 | $4.7M |
| Laidlaw Wealth Management LLC | 2.52% | Add +2.5% | 41,569 | $4.6M |
| National Bank of Canada | 0.01% | Reduce -19.0% | 41,755 | $4.6M |
| Copperwynd Financial, LLC | 1.49% | New | 41,232 | $4.6M |
| Principal Securities, Inc. | 0.13% | Add +84.4% | 41,027 | $4.5M |
| EFG Asset Management (Americas) Corp. | 0.88% | Add +41.5% | 40,645 | $4.5M |
| MMBG Investment Advisors Co. | 0.48% | Reduce -1.4% | 40,335 | $4.5M |
| AE Wealth Management LLC | 0.04% | Add +36.6% | 39,414 | $4.4M |
| Dynamic Advisor Solutions LLC | 0.14% | Reduce -32.2% | 38,944 | $4.3M |
| Sanctuary Advisors, LLC | 0.03% | — | 38,716 | $4.3M |
| NewEdge Advisors, LLC | 0.03% | Add +58.0% | 38,588 | $4.3M |
| AdvisorNet Financial, Inc | 0.39% | Add +88.2% | 38,540 | $4.3M |
| Proficio Capital Partners LLC | 0.45% | Reduce -33.4% | 38,471 | $4.3M |
| Alterna Wealth Management, Inc. | 3.70% | Reduce -13.1% | 38,187 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.20% | Reduce -25.8% | 37,856 | $4.2M |
| Axxcess Wealth Management, LLC | 0.11% | Add +15.6% | 37,499 | $4.1M |
| ORG Partners LLC | 0.51% | New | 37,166 | $4.1M |
| Ehrlich Financial Group | 3.22% | Add +746.9% | 36,959 | $4.1M |
| HM Payson & Co. | 0.07% | No change | 36,360 | $4.0M |
| Patton Fund Management, Inc. | 0.82% | Add +7.2% | 35,187 | $3.9M |
| Shepherd Kaplan Krochuk, LLC | 3.06% | Reduce -42.0% | 35,070 | $3.9M |
| Main Street Financial Solutions, LLC | 0.36% | Add +15.9% | 34,932 | $3.9M |
| Fiduciary Alliance LLC | 0.63% | Add +12.7% | 35,009 | $3.9M |
| Insigneo Advisory Services, LLC | 0.43% | New | 34,837 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +5.8% | 34,429 | $3.8M |
| Frontier Asset Management, LLC | 1.37% | Add +1.9% | 34,288 | $3.8M |
| Gould Capital, LLC | 2.67% | Add +1.8% | 34,272 | $3.8M |
| Mgo One Seven LLC | 0.17% | Add +2.8% | 31,967 | $3.5M |
| Shepherd Financial Partners LLC | 0.45% | Reduce -19.5% | 31,825 | $3.5M |
| Sierra Capital LLC | 0.47% | Add +5.7% | 31,651 | $3.5M |
| Coppell Advisory Solutions LLC | 0.57% | — | 31,465 | $3.5M |
| Capital Advisors, Ltd. LLC | 0.45% | Add +7.5% | 31,332 | $3.5M |
| Balentine LLC | 0.15% | No change | 29,666 | $3.3M |
| Ironwood Investment Management LLC | 1.74% | Add +2.2% | 29,400 | $3.2M |
| New Capital Management LP | 0.99% | Reduce -3.0% | 29,335 | $3.2M |
| American Investment Services, Inc. | 0.57% | New | 29,114 | $3.2M |
| Pinnacle Financial Partners Inc | 0.07% | No change | 28,958 | $3.2M |
| Obsidian Cio, LLC | 0.75% | Reduce -5.1% | 28,741 | $3.2M |
| Allworth Financial LP | 0.02% | Add +16.8% | 27,502 | $3.0M |
| Arrien Investments, Inc. | 2.31% | Add +56.0% | 26,734 | $3.0M |
| Keebeck Wealth Management | 0.43% | Add +22.2% | 26,533 | $2.9M |
| Rock Creek Group LLC | 0.39% | New | 26,503 | $2.9M |
| NorthCoast Asset Management LLC | 0.02% | Add +13.9% | 26,210 | $2.9M |
| TBH Global Asset Management, LLC | 0.64% | Reduce -23.4% | 26,129 | $2.9M |
| FLC Capital Advisors | 0.70% | Reduce -42.1% | 25,690 | $2.8M |
| Bison Wealth, LLC | 0.46% | No change | 25,475 | $2.8M |
| Fortis Group Advisors, LLC | 0.56% | Reduce -12.0% | 25,437 | $2.8M |
| Core Wealth Partners LLC | 1.92% | Reduce -4.2% | 25,385 | $2.8M |
| Gould Asset Management LLC | 0.65% | Add +19.1% | 25,367 | $2.8M |
| Wealth Alliance, LLC | 0.36% | Add +62.5% | 25,329 | $2.8M |
| Eagle Global Advisors LLC | 0.15% | Add +19.0% | 25,244 | $2.8M |
| Composition Wealth, LLC | 0.07% | Add +84.6% | 25,089 | $2.8M |
| Prudential Financial Inc. | 0.00% | Reduce -2.2% | 25,005 | $2.8M |
| Institute for Wealth Management, LLC. | 0.37% | Reduce -6.5% | 24,751 | $2.7M |
| Allen Capital Group, LLC | 0.38% | Reduce -13.6% | 24,618 | $2.7M |
| ADAR1 Capital Management, LLC | 0.55% | No change | 24,500 | $2.7M |
| Choreo, LLC | 0.04% | Reduce -19.9% | 24,268 | $2.7M |
| Premier Path Wealth Partners, LLC | 0.45% | Add +6.5% | 23,827 | $2.6M |
| Eagle Rock Investment Company, LLC | 0.48% | No change | 23,820 | $2.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +4.2% | 23,586 | $2.6M |
| Scotia Capital Inc. | 0.02% | Add +38.7% | 23,542 | $2.6M |
| Milestone Asset Management, LLC | 0.65% | Add +15.8% | 23,535 | $2.6M |
| Napa Wealth Management | 1.73% | Add +67.9% | 23,204 | $2.6M |
| Karpus Management, Inc. | 0.07% | No change | 23,000 | $2.5M |
| Clarity Financial LLC | 0.38% | Add +6.3% | 22,984 | $2.5M |
| Summit Financial, LLC | 0.11% | Reduce -29.8% | 21,998 | $2.4M |
| 1834 Investment Advisors Co. | 0.29% | Reduce -42.8% | 21,908 | $2.4M |
| Flputnam Investment Management Co. | 0.05% | Reduce -11.1% | 21,864 | $2.4M |
| Compound Planning, Inc. | 0.18% | Add +166.6% | 21,641 | $2.4M |
| Perigon Wealth Management, LLC | 0.07% | Add +33.5% | 21,616 | $2.4M |
| JARISLOWSKY, FRASER Ltd | 0.01% | Reduce -87.3% | 21,197 | $2.3M |
| Brown Advisory Inc. | 0.00% | Reduce -1.5% | 20,970 | $2.3M |
| Dohj, LLC | 0.58% | Add +129.9% | 20,960 | $2.3M |
| Keybank National Association | 0.01% | Reduce -2.9% | 20,945 | $2.3M |
| Midwest Professional Planners, LTD. | 0.76% | Reduce -13.7% | 20,461 | $2.3M |
| LM Advisors LLC | 0.45% | Reduce -2.9% | 20,449 | $2.3M |
| Good Life Advisors, LLC | 0.19% | Add +2.1% | 20,394 | $2.3M |
| Oak Family Advisors, LLC | 0.86% | Reduce -14.0% | 20,368 | $2.3M |
| Optivise Advisory Services LLC | 1.20% | — | 20,141 | $2.2M |
| Montecito Bank & Trust | 0.45% | Add +7.1% | 20,120 | $2.2M |
| Venturi Wealth Management, LLC | 0.13% | No change | 20,000 | $2.2M |
| Principal Financial Group Inc. | 0.00% | Add +78.9% | 19,440 | $2.1M |
| Advisory Alpha, LLC | 0.08% | Reduce -23.0% | 19,362 | $2.1M |
| Cary Street Partners Investment Advisory LLC | 0.09% | Add +71.0% | 19,307 | $2.1M |
| GYL Financial Synergies, LLC | 0.16% | Add +1.6% | 19,233 | $2.1M |
| Abacus Planning Group, Inc. | 0.41% | Reduce -1.8% | 19,223 | $2.1M |
| Arax Advisory Partners | 0.21% | Reduce -12.1% | 19,168 | $2.1M |
| CVA Family Office, LLC | 0.38% | Add +22.1% | 18,917 | $2.1M |
| ARS Wealth Advisors Group, LLC | 0.27% | Reduce -0.8% | 18,867 | $2.1M |
| Aspiriant, LLC | 0.08% | No change | 18,835 | $2.1M |
| Inspirion Wealth Advisors, LLC | 0.31% | No change | 18,190 | $2.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +212.7% | 51,074 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Add +13.9% | 17,927 | $2.0M |
| Pacifica Partners Inc. | 0.85% | Reduce -2.5% | 17,932 | $2.0M |
| J. Safra Sarasin Holding AG | 0.04% | — | 17,500 | $1.9M |
| Brookstone Capital Management | 0.03% | Reduce -29.1% | 17,218 | $1.9M |
| Clear Creek Financial Management, LLC | 0.23% | Add +1.0% | 17,017 | $1.9M |
| Edgemoor Investment Advisors, Inc. | 0.18% | Reduce -4.6% | 16,925 | $1.9M |
| RFG Advisory, LLC | 0.06% | Add +36.4% | 16,369 | $1.8M |
| Fermata Advisors, LLC | 0.41% | Add +8.0% | 16,211 | $1.8M |
| Ascent Group, LLC | 0.14% | Add +9.5% | 15,943 | $1.8M |
| Captrust Financial Advisors | 0.01% | Add +69.8% | 15,906 | $1.8M |
| Cibc World Market Inc. | 0.00% | Reduce -3.4% | 15,477 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -32.9% | 15,470 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -32.9% | 15,470 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +44.1% | 15,317 | $1.7M |
| Impact Partnership Wealth, LLC | 0.44% | Add +875.4% | 15,294 | $1.7M |
| Chicago Wealth Management, Inc. | 0.94% | Reduce -9.8% | 14,856 | $1.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -11.9% | 14,516 | $1.6M |
| Estate Counselors, LLC | 0.17% | Add +1.2% | 14,442 | $1.6M |
| Focus Partners Wealth | 0.01% | Add +298.3% | 14,406 | $1.6M |
| Wick Capital Partners, LLC | 0.54% | New | 14,155 | $1.6M |
| Yarbrough Capital, LLC | 0.06% | No change | 14,053 | $1.6M |
| WJ Wealth Management, LLC | 0.56% | Reduce -12.4% | 14,039 | $1.6M |
| Tortoise Investment Management, LLC | 0.18% | Reduce -9.9% | 13,895 | $1.5M |
| Bfsg, LLC | 0.19% | Add +8.1% | 13,885 | $1.5M |
| Arkos Global Advisors | 0.25% | Reduce -27.9% | 13,789 | $1.5M |
| RDA Financial Network | 0.50% | Reduce -43.4% | 13,686 | $1.5M |
| Worth Asset Management, LLC | 0.88% | Reduce -26.9% | 13,420 | $1.5M |
| Two Sigma Securities, LLC | 0.07% | Add +77.5% | 13,407 | $1.5M |
| HRT Financial LP | 0.01% | New | 13,339 | $1.5M |
| Forefront Analytics, LLC | 0.70% | Reduce -5.7% | 13,322 | $1.5M |
| Heritage Oak Wealth Advisors LLC | 0.77% | — | 13,263 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +44.0% | 13,085 | $1.4M |
| Greenspring Advisors, LLC | 0.35% | Reduce -13.9% | 12,988 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +18.7% | 12,979 | $1.4M |
| Retirement Planning Group, LLC | 0.09% | No change | 12,735 | $1.4M |
| IPG Investment Advisors LLC | 0.30% | Reduce -5.6% | 12,635 | $1.4M |
| Wooster Corthell Wealth Management, Inc. | 0.32% | Add +27.6% | 12,602 | $1.4M |
| Precision Wealth Strategies, LLC | 1.43% | Reduce -26.5% | 12,516 | $1.4M |
| Edge Wealth Management LLC | 0.29% | Reduce -12.8% | 12,435 | $1.4M |
| Western Financial Corp | 0.83% | Add +4.5% | 12,377 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +148.8% | 12,373 | $1.4M |
| Investment Management Associates Inc. | 0.47% | Add +5.7% | 12,360 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +70.5% | 12,330 | $1.4M |
| Strategy Asset Managers LLC | 0.30% | Reduce -25.6% | 12,309 | $1.4M |
| Realta Investment Advisors | 0.27% | Add +4.4% | 12,278 | $1.4M |
| One Capital Management, LLC | 0.05% | Reduce -28.9% | 12,174 | $1.3M |
| Sage Advisory Services, Ltd.Co. | 0.37% | No change | 12,078 | $1.3M |
| Marino, Stram & Associates LLC | 0.32% | Add +11.8% | 11,925 | $1.3M |
| Plum Street Advisors, LLC | 0.76% | No change | 11,818 | $1.3M |
| TruWealth Advisors, LLC | 0.09% | Add +145.8% | 11,701 | $1.3M |
| Kings Path Partners LLC | 0.61% | — | 11,668 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -1.1% | 11,657 | $1.3M |
| Darden Wealth Group Inc | 0.78% | Reduce -17.3% | 11,635 | $1.3M |
| Private Trust Co. NA | 0.14% | Reduce -15.9% | 11,573 | $1.3M |
| HFG Advisors, Inc. | 1.17% | Add +16.1% | 11,338 | $1.3M |
| Foundry Financial Group, Inc. | 0.86% | Add +0.0% | 11,261 | $1.2M |
| CPR Investments Inc. | 1.03% | Reduce -6.7% | 11,224 | $1.2M |
| Callan Family Office, LLC | 0.24% | New | 11,150 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Reduce -24.4% | 11,143 | $1.2M |
| Pathway Financial Advisors LLC | 0.33% | Reduce -7.5% | 11,140 | $1.2M |
| Rehmann Capital Advisory Group | 0.09% | Add +1.1% | 11,095 | $1.2M |
| Virtus Family Office LLC | 1.66% | New | 11,062 | $1.2M |
| Arkadios Wealth Advisors | 0.08% | Reduce -14.9% | 11,053 | $1.2M |
| Argonautica Private Wealth Management, Inc. | 0.42% | Add +1.3% | 11,040 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +7.4% | 10,799 | $1.2M |
| Leibman Financial Services, Inc. | 0.88% | Reduce -3.5% | 10,739 | $1.2M |
| Transcendent Capital Group LLC | 0.67% | Reduce -18.7% | 10,581 | $1.2M |
| Destination Wealth Management | 0.04% | Reduce -14.5% | 10,567 | $1.2M |
| Heritage Wealth Partners, LLC | 1.68% | Reduce -18.7% | 10,492 | $1.2M |
| Probity Advisors, Inc. | 0.23% | Reduce -7.7% | 10,252 | $1.1M |
| World Investment Advisors | 0.07% | New | 10,237 | $1.1M |
| TrueMark Investments, LLC | 0.39% | New | 10,222 | $1.1M |
| J. W. Coons Advisors, LLC | 0.21% | Add +23.1% | 10,210 | $1.1M |
| Compass Ion Advisors, LLC | 0.16% | No change | 10,095 | $1.1M |
| GTS Securities LLC | 0.02% | Add +45.1% | 10,052 | $1.1M |
| Two West Capital Advisors LLC | 1.05% | — | 9,998 | $1.1M |
| Warberg Asset Management LLC | 5.24% | New | 9,899 | $1.1M |
| Greenleaf Trust | 0.01% | No change | 9,882 | $1.1M |
| Baker Ellis Asset Management LLC | 0.16% | No change | 9,700 | $1.1M |
| Whittier Trust Co. | 0.01% | Reduce -4.9% | 9,457 | $1.0M |
| Sandy Cove Advisors, LLC | 0.46% | Reduce -0.3% | 9,368 | $1.0M |
| Farther Finance Advisors, LLC | 0.05% | Add +37.7% | 9,334 | $1.0M |
| Rosenberg Matthew Hamilton | 0.30% | Add +2.1% | 9,290 | $1.0M |
| Ifrah Financial Services, Inc. | 0.29% | Add +4.6% | 9,177 | $1.0M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -8.4% | 9,150 | $1.0M |
| Castleview Partners, LLC | 0.57% | Add +14.7% | 9,102 | $1.0M |
| Independent Solutions Wealth Management, LLC | 0.23% | Add +67.4% | 8,915 | $985K |
| GenWealth Group, Inc. | 0.24% | Add +13.0% | 8,826 | $975K |
| &partners | 0.04% | Add +43.2% | 8,803 | $973K |
| Salomon & Ludwin, LLC | 0.11% | Reduce -33.8% | 8,770 | $969K |
| IFG Advisory, LLC | 0.06% | New | 8,767 | $969K |
| Geneos Wealth Management Inc. | 0.04% | Add +1.8% | 8,742 | $966K |
| Leavell Investment Management, Inc. | 0.05% | Reduce -0.3% | 8,632 | $954K |
| Sigma Planning Corp | 0.03% | Add +18.7% | 8,617 | $952K |
| Beverly Hills Private Wealth, LLC | 0.20% | Reduce -4.5% | 8,357 | $923K |
| KWB Wealth | 0.13% | No change | 8,314 | $919K |
| Atwood & Palmer Inc. | 0.07% | No change | 8,316 | $919K |
| Blair William & Co. | 0.00% | Add +33.3% | 8,310 | $918K |
| Forza Wealth Management, LLC | 0.47% | No change | 8,302 | $917K |
| Courage Miller Partners, LLC | 0.33% | Reduce -1.8% | 8,246 | $911K |
| Trustmark Bank Trust Department | 0.07% | No change | 8,233 | $910K |
| United Community Bank | 0.36% | Reduce -1.9% | 8,017 | $886K |
| StoneX Group Inc. | 0.07% | Add +121.7% | 8,003 | $884K |
| Core Wealth Advisors, Inc. | 0.30% | Add +90.5% | 7,874 | $870K |
| Citadel Advisors | 0.00% | Reduce -86.8% | 7,796 | $861K |
| Investment Partners Asset Management, Inc. | 0.76% | No change | 7,675 | $848K |
| Park Avenue Securities LLC | 0.01% | Add +7.2% | 7,667 | $847K |
| Fortis Advisors, LLC | 0.59% | Add +1.3% | 7,637 | $844K |
| Dominguez Wealth Management Solutions, Inc. | 0.63% | Add +1.9% | 7,585 | $838K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -32.5% | 7,494 | $828K |
| Navellier & Associates Inc. | 0.10% | New | 7,482 | $827K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.8% | 7,456 | $824K |
| Jacobi Capital Management LLC | 0.07% | Reduce -0.4% | 7,353 | $813K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -25.4% | 7,339 | $811K |
| Keel Point, LLC | 0.07% | Add +136.8% | 7,314 | $807K |
| Aries Wealth Management | 0.25% | Reduce -22.0% | 7,244 | $800K |
| Foster Group, Inc. | 0.03% | Add +9.4% | 7,241 | $800K |
| Simplicity Wealth,LLC | 0.02% | Reduce -16.4% | 7,240 | $800K |
| Flagship Private Wealth, LLC | 0.47% | Reduce -18.2% | 7,177 | $793K |
| Innova Wealth Partners | 0.56% | Reduce -15.0% | 7,116 | $786K |
| Roble, Belko & Company, Inc | 0.13% | No change | 7,084 | $783K |
| Root Financial Partners, LLC | 0.18% | Reduce -0.4% | 7,077 | $782K |
| Flagstar Securities, Inc. | 0.21% | Add +22.0% | 7,014 | $775K |
| Centaurus Financial, Inc. | 0.05% | No change | 6,930 | $766K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -0.3% | 6,885 | $758K |
| Transcend Capital Advisors, LLC | 0.05% | Add +17.9% | 6,829 | $755K |
| Richard W. Paul & Associates, LLC | 0.29% | Reduce -6.5% | 6,814 | $753K |
| Archer Investment Corp | 0.22% | Reduce -2.3% | 6,773 | $748K |
| Forte Asset Management LLC | 0.44% | No change | 6,750 | $746K |
| Gryphon Financial Partners LLC | 0.11% | Add +1.8% | 6,660 | $736K |
| Sicart Associates LLC | 0.28% | Reduce -47.2% | 6,650 | $735K |
| Ascentis Independent Advisors | 0.15% | — | 6,605 | $730K |
| Napatree Capital LLC | 0.59% | Add +1.0% | 6,563 | $725K |
| Capital Asset Advisory Services LLC | 0.04% | Add +14.2% | 6,553 | $722K |
| Roberts Financial Services LLC | 0.14% | Add +1.6% | 6,489 | $717K |
| Annandale Capital, LLC | 0.15% | Reduce -0.1% | 6,438 | $711K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -13.2% | 6,323 | $699K |
| Cairn Investment Group, Inc. | 0.41% | Reduce -3.1% | 6,300 | $696K |
| Trilogy Capital Inc. | 0.04% | Add +15.6% | 6,234 | $689K |
| Aveo Capital Partners, LLC | 0.08% | Add +2.2% | 6,209 | $686K |
| Private Capital Management LLC | 0.14% | Add +3.5% | 6,180 | $683K |
| Centennial Wealth Advisory LLC | 0.30% | Reduce -19.8% | 6,175 | $682K |
| Hanover Advisors Inc. | 0.30% | Reduce -21.0% | 6,172 | $682K |
| Lake Hills Wealth Management, LLC | 0.48% | Reduce -45.2% | 6,073 | $671K |
| Mayflower Financial Advisors, LLC | 0.11% | Reduce -7.8% | 6,071 | $671K |
| ARK & TLK Investments, LLC | 0.25% | No change | 6,021 | $665K |
| Raymond James Trust N.A. | 0.02% | Reduce -0.1% | 5,967 | $659K |
| Woodward Diversified Capital, LLC | 0.39% | Add +27.5% | 5,942 | $657K |
| Western Wealth Management, LLC | 0.05% | Reduce -1.0% | 5,826 | $644K |
| Regal Investment Advisors LLC | 0.04% | Reduce -50.8% | 5,775 | $638K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +7.4% | 5,768 | $637K |
| Voya Financial Advisors, Inc. | 0.07% | Add +209.0% | 5,756 | $636K |
| Financial Management Professionals, Inc. | 0.09% | Add +1.4% | 5,751 | $635K |
| Ted Buchan & Co | 0.34% | No change | 5,730 | $633K |
| High Note Wealth, LLC | 0.19% | Reduce -3.8% | 5,644 | $624K |
| Leo Wealth, LLC | 0.06% | No change | 5,639 | $623K |
| Quadrature Capital Ltd | 0.01% | Reduce -87.1% | 5,637 | $623K |
| JTC Employer Solutions Trustee Ltd | 0.04% | No change | 5,584 | $617K |
| Cresset Asset Management, LLC | 0.00% | New | 5,561 | $615K |
| Argent Trust Co | 0.03% | No change | 5,559 | $614K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +12.5% | 5,553 | $614K |
| Jones Financial Companies LLLP | 0.00% | New | 5,497 | $607K |
| Pecaut & Co. | 0.23% | No change | 5,393 | $596K |
| Partners Capital Investment Group, LLP | 0.01% | Reduce -85.2% | 5,393 | $596K |
| Investment Advisory Group, LLC | 0.23% | No change | 5,290 | $585K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -13.0% | 5,247 | $580K |
| Balefire, LLC | 0.20% | Reduce -8.8% | 5,209 | $576K |
| Fortitude Advisory Group L.L.C. | 0.34% | No change | 5,112 | $565K |
| Sovereign Financial Group, Inc. | 0.14% | Add +108.5% | 5,103 | $564K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -17.3% | 5,098 | $563K |
| First Wilshire Securities Management Inc. | 0.17% | No change | 5,000 | $553K |
| Capital Group Private Client Services, Inc. | 0.01% | New | 5,000 | $553K |
| Integrated Advisors Network LLC | 0.03% | Reduce -0.7% | 4,983 | $551K |
| Maripau Wealth Management LLC | 0.37% | Add +16.0% | 4,965 | $549K |
| Kraft, Davis & Associates, LLC | 0.16% | Add +7.5% | 4,804 | $531K |
| Cherrydale Wealth Management, LLC | 0.23% | Reduce -42.6% | 4,788 | $529K |
| Sinecera Capital, LLC | 0.72% | Reduce -1.2% | 4,788 | $529K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -24.8% | 4,763 | $526K |
| Fiduciary Financial Group, LLC | 0.13% | — | 4,751 | $524K |
| Cunning Capital Partners, LP | 0.29% | Add +13.3% | 4,700 | $519K |
| Advisor OS, LLC | 0.06% | Reduce -2.7% | 4,673 | $516K |
| Allianz SE | 0.02% | Add +36.3% | 4,651 | $514K |
| Wealthcare Capital Management LLC | 0.05% | No change | 4,646 | $513K |
| MAS Advisors LLC | 1.19% | No change | 4,534 | $501K |
| Mission Wealth Management, LP | 0.01% | Reduce -37.1% | 4,517 | $499K |
| Smith, Moore & Co. | 0.05% | Reduce -5.4% | 4,505 | $498K |
| TCP Asset Management, LLC | 0.13% | Reduce -1.1% | 4,490 | $496K |
| Agilis Partners LLC | 0.15% | Reduce -1.0% | 4,477 | $495K |
| Madison Asset Management, LLC | 0.01% | Reduce -40.3% | 4,446 | $491K |
| Black Diamond Financial, LLC | 0.09% | Reduce -1.3% | 4,437 | $490K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -76.1% | 4,437 | $489K |
| Central Bank & Trust Co. | 0.07% | New | 4,403 | $487K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +12.2% | 4,392 | $485K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -58.0% | 4,371 | $482K |
| Elevation Point Wealth Partners, LLC | 0.04% | No change | 4,276 | $472K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -11.4% | 4,246 | $469K |
| Lido Advisors, LLC | 0.00% | Add +9.0% | 4,235 | $468K |
| McAdam, LLC | 0.03% | No change | 4,208 | $465K |
| Raelipskie Partnership | 0.25% | No change | 4,200 | $464K |
| Castle Rock Wealth Management, LLC | 0.12% | Reduce -19.0% | 4,211 | $463K |
| EP Wealth Advisors, LLC | 0.00% | Add +67.7% | 4,164 | $460K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -6.8% | 4,124 | $456K |
| Columbus Macro, LLC | 0.18% | No change | 4,111 | $454K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -39.7% | 4,111 | $454K |
| Triumph Capital Management | 0.18% | Reduce -49.6% | 4,075 | $450K |
| Romano Brothers and Company | 0.06% | No change | 4,053 | $448K |
| VitalStone Financial, LLC | 0.32% | Add +119.9% | 4,018 | $444K |
| Teamwork Financial Advisors, LLC | 0.07% | Reduce -37.1% | 3,977 | $439K |
| Vestcor Inc | 0.01% | No change | 3,955 | $437K |
| Leelyn Smith, LLC | 0.08% | Add +25.8% | 3,910 | $432K |
| Vernal Point Advisors, LLC | 0.30% | Reduce -12.3% | 3,867 | $427K |
| Alera Investment Advisors, LLC | 0.05% | New | 3,831 | $423K |
| Avestar Capital, LLC | 0.05% | Add +1.3% | 3,824 | $423K |
| Salem Investment Counselors Inc. | 0.01% | No change | 3,805 | $420K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.3% | 3,801 | $420K |
| Brighton Jones LLC | 0.01% | Reduce -27.2% | 3,747 | $414K |
| PFG Advisors | 0.03% | Add +44.7% | 3,747 | $414K |
| Lwmg, LLC | 0.09% | Reduce -1.6% | 3,742 | $414K |
| Diversified Trust Co. | 0.01% | Add +12.9% | 3,742 | $413K |
| Tilia Fiduciary Partners, Inc. | 0.32% | No change | 3,645 | $403K |
| Investment Partners, LTD. | 0.18% | No change | 3,627 | $401K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 3,600 | $398K |
| Citizens Financial Group Inc. | 0.01% | New | 3,544 | $392K |
| RMR Wealth Builders | 0.04% | Reduce -12.8% | 3,506 | $387K |
| Ceeto Capital Group, LLC | 0.15% | No change | 3,500 | $387K |
| Aptus Capital Advisors, LLC | 0.01% | Add +12.7% | 3,424 | $378K |
| Strategic Blueprint, LLC | 0.03% | Add +11.3% | 3,411 | $377K |
| Power Wealth Management LLC | 0.18% | Reduce -68.9% | 3,402 | $376K |
| First Hawaiian Bank | 0.01% | Add +1.3% | 3,402 | $376K |
| Physician Wealth Solutions Inc. | 0.26% | Add +3.2% | 3,324 | $367K |
| Hemington Wealth Management | 0.12% | No change | 3,291 | $363K |
| LTG Capital LLC | 0.33% | No change | 3,258 | $360K |
| Baron Wealth Management LLC | 0.19% | No change | 3,246 | $359K |
| Cooper Financial Group | 0.05% | Reduce -10.3% | 3,186 | $352K |
| Vicus Capital | 0.03% | New | 3,091 | $342K |
| Sugar Maple Asset Management, LLC | 0.33% | Reduce -14.8% | 3,088 | $341K |
| Stephens Inc. | 0.01% | Reduce -0.6% | 3,082 | $341K |
| Trek Financial, LLC | 0.03% | New | 3,067 | $339K |
| Intergy Private Wealth, LLC | 0.14% | Add +18.5% | 3,043 | $336K |
| TSA Wealth Managment LLC | 0.14% | Reduce -38.2% | 3,041 | $336K |
| Summit Wealth Group, LLC | 0.10% | New | 2,963 | $327K |
| Financial Architects, LLC | 0.22% | Reduce -15.8% | 2,955 | $327K |
| Acute Investment Advisory, LLC | 0.19% | Reduce -97.4% | 2,940 | $325K |
| Gotham Asset Management | 0.00% | New | 2,908 | $321K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -16.7% | 2,899 | $320K |
| Schrum Private Wealth Management LLC | 0.28% | Add +10.0% | 2,804 | $310K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 2,800 | $309K |
| Signaturefd, LLC | 0.01% | Add +5.0% | 2,794 | $309K |
| Accredited Investors Inc. | 0.02% | Reduce -28.5% | 2,781 | $307K |
| Charter Oak Capital Management, LLC | 0.03% | Add +0.3% | 2,770 | $306K |
| Pinnacle Wealth Management Group, Inc. | 0.20% | No change | 2,680 | $296K |
| Benedict Financial Advisors Inc. | 0.07% | Add +22.8% | 2,671 | $295K |
| PFG Investments, LLC | 0.02% | Reduce -3.2% | 2,671 | $295K |
| Consilium Wealth Advisory, LLC | 0.16% | Add +18.4% | 2,633 | $291K |
| Fonville Wealth Management LLC | 0.11% | Add +7.9% | 2,600 | $287K |
| Moors & Cabot, Inc. | 0.02% | Add +14.8% | 2,585 | $286K |
| Clark Asset Management, LLC | 0.08% | Reduce -62.1% | 2,543 | $281K |
| Quantinno Capital Management LP | 0.01% | No change | 2,502 | $276K |
| Stanley-Laman Group, Ltd. | 0.04% | New | 2,501 | $276K |
| Financial Life Advisors | 0.11% | Add +2.8% | 2,492 | $275K |
| Vermillion & White Wealth Management Group, LLC | 0.20% | No change | 2,450 | $271K |
| IHT Wealth Management, LLC | 0.01% | Reduce -29.7% | 2,437 | $269K |
| TAP Consulting, LLC | 0.06% | Reduce -89.7% | 2,436 | $269K |
| Howard Financial Services, LTD. | 0.04% | Reduce -41.6% | 2,420 | $267K |
| Almanack Investment Partners, LLC. | 0.04% | Reduce -11.6% | 2,388 | $264K |
| Boston Family Office LLC | 0.02% | New | 2,328 | $257K |
| Pacific Financial Group Inc. | 0.18% | Reduce -11.4% | 2,324 | $257K |
| Buffington Mohr McNeal | 0.04% | No change | 2,323 | $257K |
| M&T Bank Corp | 0.00% | No change | 2,320 | $256K |
| Visionary Wealth Advisors | 0.02% | Reduce -74.2% | 2,315 | $256K |
| Daymark Wealth Partners, LLC | 0.01% | Add +20.7% | 2,293 | $253K |
| CENTRAL TRUST Co | 0.01% | No change | 2,275 | $251K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -0.1% | 2,250 | $249K |
| Mattern Capital Management, LLC | 0.03% | Reduce -39.1% | 2,231 | $247K |
| MGB Wealth Management, LLC | 0.09% | No change | 2,233 | $246K |
| Jessup Wealth Management, Inc | 0.10% | Reduce -5.6% | 2,214 | $245K |
| Crabel Capital Management, LLC | 0.30% | Reduce -92.7% | 2,213 | $245K |
| Hilltop Holdings Inc. | 0.03% | No change | 2,197 | $243K |
| Perennial Advisors, LLC | 0.05% | New | 2,188 | $242K |
| PBMares Wealth Management LLC | 0.06% | Reduce -11.2% | 2,181 | $241K |
| Apella Capital, LLC | 0.01% | Reduce -8.1% | 2,178 | $240K |
| Wealthspire Advisors, LLC | 0.00% | Add +5.9% | 2,163 | $239K |
| Win Advisors, Inc. | 0.11% | New | 2,154 | $238K |
| Strategic Financial Partners, Ltd. | 0.13% | Reduce -0.9% | 2,149 | $237K |
| Debussy Capital Management LP | 0.07% | Reduce -0.9% | 2,102 | $232K |
| Wedmont Private Capital | 0.01% | No change | 2,088 | $230K |
| Carolinas Wealth Consulting LLC | 0.04% | New | 2,047 | $226K |
| Facet Wealth, Inc. | 0.01% | New | 2,009 | $222K |
| Wealth Management Associates, Inc. | 0.10% | No change | 2,000 | $221K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 1,997 | $221K |
| First Trust Investment Solutions L.P. | 0.03% | No change | 1,962 | $217K |
| Harvest Investment Services, LLC | 0.09% | New | 1,942 | $215K |
| Bear Mountain Capital, Inc. | 0.09% | No change | 1,931 | $213K |
| Guardian Wealth Advisors, LLC | 0.14% | Add +2.7% | 1,925 | $213K |
| West Branch Capital LLC | 0.08% | Add +1.3% | 1,912 | $211K |
| FinTrust Capital Advisors, LLC | 0.04% | No change | 1,905 | $211K |
| Quadrant Private Wealth Management, LLC | 0.05% | No change | 1,903 | $210K |
| Quadcap Wealth Management, LLC | 0.04% | New | 1,885 | $208K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -68.2% | 1,866 | $206K |
| Key Client Fiduciary Advisors, LLC | 0.10% | New | 1,865 | $206K |
| Vise Technologies, Inc. | 0.04% | Reduce -95.6% | 1,863 | $206K |
| Smith Salley Wealth Management | 0.01% | No change | 1,840 | $203K |
| Deutsche Bank AG | 0.00% | No change | 1,837 | $203K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -47.9% | 1,832 | $202K |
| WealthCare Investment Partners, LLC | 0.09% | New | 1,831 | $202K |
| Family Firm, Inc. | 0.04% | New | 1,781 | $197K |
| International Assets Investment Management, LLC | 0.02% | New | 1,679 | $186K |
| GeoWealth Management, LLC | 0.01% | Reduce -51.9% | 1,659 | $183K |
| Avior Wealth Management, LLC | 0.01% | Add +0.1% | 1,595 | $176K |
| Investors Research Corp | 0.04% | Reduce -23.1% | 1,491 | $165K |
| Front Row Advisors LLC | 0.05% | No change | 1,381 | $153K |
| LGT Financial Advisors LLC | 0.32% | New | 1,355 | $150K |
| Semmax Financial Advisors Inc. | 0.04% | Reduce -64.9% | 1,345 | $148K |
| Friedenthal Financial | 0.09% | Reduce -41.7% | 1,281 | $142K |
| AllSquare Wealth Management LLC | 0.08% | No change | 1,176 | $130K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -48.9% | 1,093 | $120K |
| Continuum Advisory, LLC | 0.02% | Reduce -0.8% | 1,056 | $117K |
| NorthRock Partners, LLC | 0.00% | Reduce -83.5% | 1,019 | $113K |
| North Star Investment Management Corp. | 0.01% | No change | 1,000 | $111K |
| Montag A & Associates Inc. | 0.01% | No change | 906 | $100K |
| Tompkins Financial Corp. | 0.01% | No change | 900 | $99K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 882 | $97K |
| Anchor Investment Management, LLC | 0.01% | No change | 846 | $93K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -3.5% | 819 | $91K |
| ICA Group Wealth Management, LLC | 0.05% | Reduce -92.9% | 763 | $84K |
| Stone House Investment Management, LLC | 0.02% | Reduce -6.5% | 745 | $82K |
| Abich Financial Wealth Management LLC | 0.05% | Add +21.7% | 718 | $79K |
| Harbour Investments, Inc. | 0.00% | Reduce -9.2% | 675 | $75K |
| Hollencrest Capital Management | 0.00% | No change | 650 | $72K |
| Clarity Asset Management, Inc. | 0.05% | Add +1.3% | 623 | $69K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -31.9% | 610 | $67K |
| Quadrant Capital Group LLC | 0.00% | New | 602 | $67K |
| Blue Trust, Inc. | 0.00% | No change | 598 | $66K |
| Pacific Center for Financial Services | 0.02% | No change | 595 | $66K |
| Fifth Third Bancorp | 0.00% | Add +8.7% | 561 | $62K |
| C M Bidwell & Associates Ltd. | 0.04% | No change | 526 | $58K |
| WASHINGTON TRUST Co | 0.00% | No change | 517 | $57K |
| Sandy Spring Bank | 0.00% | No change | 510 | $56K |
| Financial Gravity Asset Management, Inc. | 0.01% | Add +1323.5% | 484 | $53K |
| Hoese & Co LLP | 0.05% | No change | 480 | $53K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 448 | $49K |
| FIL Ltd | 0.00% | No change | 437 | $48K |
| MidAtlantic Capital Management, Inc. | 0.04% | No change | 433 | $48K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 432 | $48K |
| Addison Advisors LLC | 0.02% | No change | 423 | $47K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -25.2% | 403 | $45K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 386 | $43K |
| Rothschild Investment LLC | 0.00% | No change | 366 | $40K |
| WR Wealth Planners, LLC | 0.01% | Reduce -17.3% | 302 | $33K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 292 | $32K |
| Tidemark, LLC | 0.01% | Reduce -53.7% | 271 | $30K |
| Birchbrook, Inc. | 0.02% | Add +1.1% | 268 | $30K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -8.9% | 246 | $27K |
| Phillips Financial Management, LLC | 0.00% | No change | 243 | $27K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | New | 233 | $26K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +8.0% | 230 | $25K |
| Sound Income Strategies, LLC | 0.00% | Reduce -64.7% | 220 | $24K |
| Mather Group, Llc. | 0.00% | Add +42.5% | 201 | $22K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 174 | $19K |
| Lanark Financial, Inc. | 0.00% | New | 164 | $18K |
| Strategic Investment Solutions, Inc. | 0.01% | — | 147 | $16K |
| Spectrum Wealth Counsel, LLC | 0.00% | Add +266.7% | 143 | $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% | 122 | $13K |
| Kelly Financial Services LLC | 0.00% | Add +891.7% | 119 | $13K |
| Highline Wealth Partners LLC | 0.00% | No change | 113 | $12K |
| Key Financial Inc | 0.00% | No change | 108 | $12K |
| Eagle Bay Advisors LLC | 0.01% | No change | 105 | $12K |
| Lynx Investment Advisory | 0.01% | — | 103 | $11K |
| Ransom Advisory, Ltd | 0.01% | Reduce -60.0% | 100 | $11K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 85 | $9K |
| Caitlin John, LLC | 0.01% | Reduce -15.1% | 79 | $9K |
| Ancora Advisors LLC | 0.00% | Reduce -85.8% | 75 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 72 | $8K |
| SouthState Bank Corp | 0.00% | No change | 64 | $7K |
| Painted Porch Advisors LLC | 0.00% | New | 58 | $6K |
| Baldwin Wealth Partners LLC | 0.00% | New | 55 | $6K |
| Providence Capital Advisors, LLC | 0.00% | No change | 38 | $4K |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 37 | $4K |
| Triad Wealth Partners, LLC | 0.00% | New | 29 | $3K |
| Opal Wealth Advisors, LLC | 0.00% | New | 24 | $3K |
| Family Asset Management, LLC | 0.00% | Reduce -66.0% | 17 | $2K |
| Pineridge Advisors LLC | 0.00% | Add +1500.0% | 16 | $2K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 16 | $2K |
| Hershey Financial Advisers, LLC | 0.00% | — | 11 | $1K |
| New Millennium Group LLC | 0.00% | New | 10 | $1K |
| Breakwater Investment Management | 0.00% | No change | 10 | $1K |
| PayPay Securities Corp | 0.05% | Reduce -16.7% | 5 | $553 |
| Richardson Financial Services Inc. | 0.00% | Reduce -57.1% | 3 | $332 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 3 | $332 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -66.7% | 3 | $225 |
| Alaska Wealth Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $221 |
"% 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.