iShares 0-1 Year Treasury BoSHVETF
13F holders, Q4 2025 (December 31)712holders +26
55new positions
60sold out
3famous investors
$110.11avg. 13F price*
At the end of Q4 2025, 712 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, up 26 from Q3 2025. 55 opened new positions and 60 sold out. The largest holders were BlackRock, Inc. ($2.0B), Morgan Stanley ($658.0M) and Wells Fargo & Company ($545.2M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $112.8M |
| Exits | 60 | $143.9M |
All 13F filers, Q3 2025 → Q4 2025: 5,169,048 shares bought and 6,079,627 shares sold, net −910,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 712 holders
| BlackRock, Inc. | 0.03% | Reduce -3.3% | 17,948,712 | $2.0B |
| Morgan Stanley | 0.04% | Reduce -0.0% | 5,973,525 | $658.0M |
| Wells Fargo & Company | 0.11% | Reduce -10.0% | 4,949,956 | $545.2M |
| Bank of America Corp. | 0.02% | Reduce -2.8% | 3,104,994 | $342.0M |
| LPL Financial LLC | 0.09% | Add +18.6% | 3,063,342 | $337.4M |
| UBS Group AG | 0.04% | Reduce -16.0% | 1,809,401 | $199.3M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +8.4% | 1,630,567 | $179.7M |
| Wealthfront Advisers LLC | 0.40% | Reduce -17.5% | 1,617,465 | $178.2M |
| JPMorgan Chase & Co. | 0.01% | Add +1.7% | 1,533,747 | $168.9M |
| Wealthspire Retirement, LLC | 9.48% | Add +12.4% | 1,416,321 | $156.0M |
| Raymond James Financial Inc. | 0.05% | Add +2.8% | 1,389,589 | $153.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.02% | Add +7.0% | 1,331,705 | $147.0M |
| Envestnet Asset Management Inc. | 0.04% | Add +7.8% | 1,108,567 | $122.1M |
| Oakworth Capital, Inc. | 6.09% | Add +47.0% | 1,013,393 | $111.6M |
| Royal Bank of Canada | 0.02% | Reduce -5.6% | 892,597 | $98.3M |
| Stifel Financial Corp. | 0.09% | Add +23.1% | 873,059 | $96.2M |
| Trust Co | 7.91% | Add +0.2% | 765,704 | $84.3M |
| Cetera Investment Advisers | 0.09% | Reduce -12.2% | 762,509 | $84.0M |
| Betterment LLC | 0.15% | Reduce -9.7% | 706,145 | $77.8M |
| Assetmark, Inc. | 0.15% | Add +1.9% | 686,636 | $75.6M |
| Townsend & Associates, Inc | 6.14% | Add +1.6% | 624,339 | $68.9M |
| Ameriprise Financial Inc. | 0.01% | Add +9.2% | 587,530 | $64.8M |
| Truist Financial Corp. | 0.08% | Reduce -0.1% | 562,788 | $62.0M |
| Cynosure Group, LLC | 6.26% | Reduce -0.1% | 558,429 | $61.5M |
| Rockefeller Capital Management L.P. | 0.10% | Add +11.9% | 528,070 | $58.2M |
| Ausdal Financial Partners, Inc. | 2.68% | Add +16.9% | 523,880 | $57.7M |
| Hansen & Associates Financial Group, Inc. | 29.71% | Reduce -6.7% | 493,478 | $54.4M |
| Commonwealth Equity Services, LLC | 0.07% | Add +1.1% | 488,746 | $53.8M |
| Global Retirement Partners, LLC | 0.95% | Add +21.5% | 484,488 | $53.4M |
| White Lighthouse Investment Management Inc. | 7.26% | Add +46.0% | 472,420 | $52.0M |
| Cerity Partners LLC | 0.08% | Reduce -9.4% | 469,143 | $51.7M |
| Acorns Advisers, LLC | 0.39% | Add +2.9% | 467,044 | $51.4M |
| O'shaughnessy Asset Management, LLC | 0.28% | Add +40.0% | 455,567 | $50.2M |
| Banco Santander, S.A. | 0.37% | Add +26.4% | 449,776 | $49.5M |
| Americana Partners, LLC | 1.24% | Reduce -16.4% | 411,460 | $45.3M |
| Bank of Nova Scotia | 0.07% | Add +6.4% | 396,898 | $43.7M |
| True Link Financial Advisors, LLC | 2.56% | Add +4.7% | 382,565 | $42.1M |
| Able Wealth Management LLC | 12.90% | Add +72.0% | 370,179 | $40.8M |
| MML Investors Services, LLC | 0.10% | Add +7.6% | 369,730 | $40.7M |
| Focus Partners Wealth | 0.05% | Add +65.6% | 364,699 | $40.2M |
| Foundations Investment Advisors, LLC | 0.52% | Reduce -25.0% | 356,543 | $39.3M |
| Maseco LLP | 1.63% | New | 340,625 | $37.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -20.6% | 336,097 | $37.0M |
| Client First Capital LLC | 15.45% | Reduce -2.7% | 328,276 | $36.2M |
| Bulltick Wealth Management, LLC | 7.18% | Reduce -21.6% | 306,905 | $33.8M |
| Advisory Services Network, LLC | 0.48% | Reduce -0.8% | 304,917 | $33.6M |
| LaSalle St. Investment Advisors, LLC | 5.37% | Add +0.3% | 302,631 | $33.3M |
| Family Manage LLC | 4.19% | Reduce -9.4% | 300,859 | $33.1M |
| Oppenheimer & Co. Inc. | 0.46% | Add +7.0% | 295,526 | $32.6M |
| Concord Wealth Partners | 4.18% | Add +3.6% | 291,782 | $32.1M |
| Concord Asset Management, LLC | 5.38% | Add +3.1% | 282,211 | $31.1M |
| Modern Wealth Management, LLC | 0.56% | Add +6.1% | 277,393 | $30.6M |
| Fund Evaluation Group, LLC | 0.99% | Add +1.4% | 271,094 | $29.9M |
| Osaic Holdings, Inc. | 0.04% | Reduce -17.8% | 261,805 | $28.8M |
| Northwest Quadrant Wealth Management, LLC | 5.79% | Reduce -1.3% | 254,185 | $28.0M |
| Legacy Advisory Services, LLC | 20.25% | Reduce -3.1% | 244,533 | $26.9M |
| Allred Capital Management, LLC | 9.63% | Reduce -6.1% | 241,701 | $26.6M |
| HighTower Advisors, LLC | 0.03% | Add +41.7% | 239,356 | $26.4M |
| HSBC Holdings PLC | 0.01% | Reduce -14.4% | 231,033 | $25.4M |
| Sulzberger Capital Advisors, Inc. | 25.16% | Reduce -2.3% | 226,167 | $24.9M |
| Summit Financial, LLC | 0.36% | Reduce -0.2% | 225,240 | $24.8M |
| Mullooly Asset Management, Inc. | 8.96% | Add +6.5% | 222,468 | $24.5M |
| Bull Oak Capital, LLC | 9.96% | Add +3.5% | 221,264 | $24.4M |
| Mariner, LLC | 0.03% | Add +32.7% | 212,945 | $23.5M |
| Zevin Asset Management LLC | 3.12% | New | 211,520 | $23.3M |
| Strategic Point Investment Advisors, LLC | 3.03% | Add +4.1% | 198,740 | $21.9M |
| Crescent Grove Advisors, LLC | 2.06% | Add +10.5% | 196,589 | $21.7M |
| Sierra Legacy Group | 15.78% | Reduce -4.8% | 195,143 | $21.5M |
| Mascoma Wealth Management LLC | 4.60% | Add +3.3% | 194,764 | $21.5M |
| Simon Quick Advisors, LLC | 0.88% | Reduce -0.2% | 183,859 | $20.3M |
| Jane Street Group, LLC | 0.02% | Reduce -32.9% | 176,755 | $19.5M |
| Comerica Bank | 0.08% | Reduce -2.6% | 176,163 | $19.4M |
| Farther Finance Advisors, LLC | 0.20% | Add +10.1% | 172,022 | $18.9M |
| Capstone Wealth Management Group, LLC | 7.52% | Reduce -20.7% | 162,968 | $18.0M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -25.0% | 162,339 | $17.9M |
| M. Kulyk & Associates, LLC | 3.41% | Add +0.6% | 162,149 | $17.9M |
| KFA Private Wealth Group, LLC | 4.24% | Add +52.9% | 158,095 | $17.4M |
| Strategic Wealth Partners, Ltd. | 1.16% | Add +14.3% | 154,125 | $17.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -56.4% | 153,573 | $16.9M |
| AdvisorNet Financial, Inc | 0.90% | Add +4.0% | 153,207 | $16.9M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -1.8% | 151,479 | $16.7M |
| Presidio Capital Management, LLC | 4.99% | Reduce -2.6% | 150,711 | $16.6M |
| Lee Financial Co | 2.20% | Reduce -26.2% | 147,824 | $16.3M |
| IPG Investment Advisors LLC | 2.83% | Add +119.6% | 146,375 | $16.1M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +8.4% | 145,171 | $16.0M |
| NewEdge Advisors, LLC | 0.06% | Reduce -1.4% | 143,466 | $15.8M |
| Midwest Professional Planners, LTD. | 3.70% | Reduce -5.6% | 141,726 | $15.6M |
| Trajan Wealth LLC | 0.64% | Add +19.3% | 139,011 | $15.3M |
| NerdWallet Wealth Partners, LLC | 6.72% | Add +0.0% | 136,198 | $15.0M |
| Anchor Capital Advisors LLC | 0.43% | Reduce -12.3% | 136,116 | $15.0M |
| Bank of Montreal | 0.01% | Add +168.0% | 134,894 | $14.9M |
| Fairvoy Private Wealth, LLC | 3.30% | Reduce -1.8% | 133,792 | $14.7M |
| Smithfield Trust Co | 0.65% | Reduce -4.3% | 132,745 | $14.6M |
| Silicon Valley Capital Partners | 1.32% | Add +3.9% | 131,982 | $14.5M |
| GFS Advisors, LLC | 1.67% | Reduce -10.9% | 127,339 | $14.0M |
| Twelve Points Wealth Management LLC | 3.10% | New | 124,876 | $13.8M |
| Kwmg, LLC | 1.14% | Reduce -2.7% | 120,581 | $13.3M |
| Banque Pictet & Cie SA | 0.13% | Add +27.8% | 119,075 | $13.1M |
| Alpha Zero LLC | 6.97% | Add +5.0% | 115,842 | $12.8M |
| Independent Solutions Wealth Management, LLC | 2.26% | Add +19.4% | 111,699 | $12.3M |
| Creative Planning | 0.01% | Add +1.4% | 110,243 | $12.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.21% | Add +11.6% | 108,790 | $12.0M |
| Itau Unibanco Holding S.A. | 0.29% | New | 108,400 | $11.9M |
| Winch Advisory Services, LLC | 2.63% | Reduce -1.0% | 107,912 | $11.9M |
| Udine Wealth Management, Inc. | 5.56% | No change | 106,750 | $11.8M |
| Mayport, LLC | 2.33% | Reduce -2.1% | 104,796 | $11.5M |
| Whalen Wealth Management Inc. | 6.15% | Reduce -16.0% | 103,996 | $11.5M |
| Paragon Capital Management Inc. | 8.53% | Reduce -1.5% | 100,078 | $11.0M |
| Arete Wealth Advisors, LLC | 0.75% | Add +21.0% | 98,617 | $10.9M |
| Farringdon Capital, Ltd. | 2.57% | No change | 95,088 | $10.5M |
| Stolz & Associates, PS | 7.88% | — | 92,798 | $10.2M |
| AMG National Trust Bank | 0.24% | Reduce -7.7% | 92,349 | $10.2M |
| Oak Family Advisors, LLC | 2.95% | Add +80.3% | 87,472 | $9.6M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -21.9% | 87,390 | $9.6M |
| MinichMacGregor Wealth Management, LLC | 1.74% | Add +5.0% | 87,237 | $9.6M |
| Onyx Bridge Wealth Group LLC | 1.01% | Reduce -33.7% | 86,529 | $9.5M |
| Meridian Wealth Management, LLC | 0.34% | Reduce -0.3% | 86,347 | $9.5M |
| New York Life Investment Management LLC | 0.08% | Add +57.3% | 85,327 | $9.4M |
| Aegis Wealth Management LLC | 5.22% | Add +21.9% | 83,889 | $9.2M |
| One Day In July LLC | 0.75% | Reduce -12.8% | 82,546 | $9.1M |
| Main Street Financial Solutions, LLC | 0.67% | Add +10.2% | 81,573 | $9.0M |
| RFG Advisory, LLC | 0.16% | Reduce -7.7% | 78,558 | $8.7M |
| GatePass Capital, LLC | 4.47% | Reduce -13.4% | 77,285 | $8.5M |
| Kestra Advisory Services, LLC | 0.04% | Add +4.0% | 77,019 | $8.5M |
| Morris Financial Concepts, Inc. | 2.97% | Add +1.8% | 77,011 | $8.5M |
| CWA Asset Management Group, LLC | 0.31% | Add +381.5% | 76,833 | $8.5M |
| VanWeelden Wealth Management, LLC | 6.63% | Add +18.5% | 76,656 | $8.4M |
| CVA Family Office, LLC | 0.97% | Add +28.4% | 76,570 | $8.4M |
| IFP Advisors, Inc | 0.18% | Add +37.6% | 72,891 | $8.0M |
| United Bank | 1.06% | Add +27.6% | 72,808 | $8.0M |
| Estate Counselors, LLC | 0.66% | Add +9.3% | 71,420 | $7.9M |
| Independent Financial Group, LLC | 0.17% | Reduce -5.1% | 70,690 | $7.8M |
| Sanctuary Advisors, LLC | 0.04% | Add +21.8% | 70,604 | $7.8M |
| Cwm, LLC | 0.02% | Add +5.2% | 70,297 | $7.7M |
| U.S. Capital Wealth Advisors, LLC | 0.20% | Add +24.3% | 69,845 | $7.7M |
| Pacifica Partners Inc. | 3.32% | Add +25.1% | 67,756 | $7.5M |
| MMBG Investment Advisors Co. | 0.63% | Add +248.3% | 67,560 | $7.4M |
| Climber Capital SA | 4.77% | — | 86,610 | $7.3M |
| Alterna Wealth Management, Inc. | 6.09% | Reduce -18.3% | 66,304 | $7.3M |
| Adaptive Financial Consulting, LLC | 2.84% | Add +1.4% | 66,264 | $7.3M |
| Scotia Capital Inc. | 0.03% | Reduce -7.2% | 64,712 | $7.1M |
| Vernal Point Advisors, LLC | 2.87% | Reduce -4.0% | 63,237 | $7.0M |
| Ironwood Investment Management LLC | 2.91% | Add +70.8% | 62,917 | $6.9M |
| Bfsg, LLC | 0.67% | Add +7.8% | 62,584 | $6.9M |
| StoneX Group Inc. | 0.30% | Reduce -34.4% | 62,488 | $6.9M |
| Guidance Capital, Inc. | 1.65% | Add +22.6% | 61,060 | $6.7M |
| DAVENPORT & Co LLC | 0.04% | Add +3.4% | 60,603 | $6.7M |
| Mutual Advisors, LLC | 0.14% | Add +2.7% | 59,917 | $6.6M |
| Equitable Holdings, Inc. | 0.04% | Add +31.4% | 58,821 | $6.5M |
| Heck Capital Advisors, LLC | 0.48% | Reduce -28.8% | 58,636 | $6.5M |
| BDFS Capital LLC | 3.25% | — | 58,481 | $6.4M |
| Partners Capital Investment Group, LLP | 0.24% | Reduce -6.3% | 57,618 | $6.3M |
| Wedbush Securities Inc. | 0.18% | Add +1.0% | 57,103 | $6.3M |
| MAI Capital Management | 0.04% | Reduce -3.5% | 56,333 | $6.2M |
| Capital Wealth Alliance, LLC | 2.59% | Reduce -8.0% | 54,944 | $6.1M |
| Calamos Wealth Management LLC | 0.21% | Add +3.8% | 54,863 | $6.0M |
| Asset One Wealth Management LLC | 0.82% | — | 54,341 | $6.0M |
| Tucker Asset Management LLC | 1.73% | Reduce -0.9% | 54,088 | $6.0M |
| RIA Advisory Group LLC | 1.44% | Reduce -4.8% | 53,987 | $5.9M |
| Procyon Advisors, LLC | 0.29% | Reduce -3.7% | 53,964 | $5.9M |
| IronBridge Private Wealth, LLC | 1.87% | No change | 53,538 | $5.9M |
| San Luis Wealth Advisors LLC | 0.98% | Add +84.8% | 53,020 | $5.8M |
| Cambient Family Office, LLC | 0.82% | — | 52,064 | $5.7M |
| Alexander Labrunerie & Co., Inc. | 2.09% | Reduce -1.4% | 51,901 | $5.7M |
| Jones Financial Companies LLLP | 0.00% | Reduce -9.7% | 51,647 | $5.7M |
| Apex Wealth Management, LLC | 5.71% | Reduce -26.7% | 50,985 | $5.6M |
| Financial Management Network Inc. | 0.88% | Reduce -3.3% | 50,426 | $5.6M |
| American Investment Services, Inc. | 1.28% | Reduce -0.3% | 50,109 | $5.5M |
| US Bancorp \de | 0.01% | Reduce -2.9% | 48,827 | $5.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -43.3% | 48,392 | $5.3M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -0.6% | 48,376 | $5.3M |
| Hixon Zuercher, LLC | 1.59% | Add +0.0% | 47,517 | $5.2M |
| Keybank National Association | 0.02% | Add +19.5% | 46,835 | $5.2M |
| Baring Financial LLC | 3.11% | Add +12.5% | 46,401 | $5.1M |
| Lido Advisors, LLC | 0.02% | Add +48.2% | 46,340 | $5.1M |
| Premier Path Wealth Partners, LLC | 0.65% | Add +45.3% | 45,906 | $5.1M |
| Strategic Blueprint, LLC | 0.30% | Add +3.3% | 45,881 | $5.1M |
| Dover Advisors, LLC | 1.94% | Add +81.8% | 45,490 | $5.0M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -43.5% | 45,297 | $5.0M |
| J. Safra Sarasin Holding AG | 0.08% | Add +1011.1% | 43,956 | $4.8M |
| Wealth Alliance, LLC | 0.47% | Add +247.8% | 43,250 | $4.8M |
| GWN Securities Inc. | 0.94% | Reduce -9.8% | 42,175 | $4.6M |
| Trilogy Capital Inc. | 0.21% | Reduce -3.9% | 42,044 | $4.6M |
| HB Wealth Management, LLC | 0.03% | Add +1.6% | 41,981 | $4.6M |
| Luminist Capital LLC | 5.69% | Add +4.8% | 41,837 | $4.6M |
| Mgo One Seven LLC | 0.09% | Add +1.4% | 41,004 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +3.4% | 40,975 | $4.5M |
| Parallel Advisors, LLC | 0.08% | Reduce -8.7% | 40,764 | $4.5M |
| Stableford Capital II LLC | 1.57% | Reduce -49.7% | 39,416 | $4.3M |
| GTS Securities LLC | 0.15% | Add +321.1% | 39,233 | $4.3M |
| CoreCap Advisors, LLC | 0.15% | Reduce -6.0% | 39,085 | $4.3M |
| TD Private Client Wealth LLC | 0.09% | Reduce -31.3% | 39,030 | $4.3M |
| D.A. Davidson & Co. | 0.03% | Add +8.6% | 38,948 | $4.3M |
| Cadia Private Client LLC | 3.40% | — | 38,886 | $4.3M |
| Gould Asset Management LLC | 0.75% | Reduce -8.4% | 38,406 | $4.2M |
| EFG International AG | 0.08% | — | 38,108 | $4.2M |
| Corient Private Wealth LP | 0.01% | Add +32.8% | 37,839 | $4.2M |
| Greenspring Advisors, LLC | 0.25% | Add +122.7% | 37,682 | $4.2M |
| Wealthspire Advisors, LLC | 0.03% | Add +1045.9% | 37,277 | $4.1M |
| Cary Street Partners Financial LLC | 0.10% | Add +10.0% | 37,110 | $4.1M |
| Walker Financial Services, Inc. | 1.48% | Add +16.1% | 37,090 | $4.1M |
| Beacon Capital Management, Inc. | 0.22% | Reduce -38.4% | 36,756 | $4.0M |
| Insigneo Advisory Services, LLC | 0.29% | Reduce -8.6% | 36,210 | $4.0M |
| Argent Advisors, Inc. | 1.11% | Add +24.2% | 36,183 | $4.0M |
| Investment House LLC | 0.19% | Add +3.2% | 36,166 | $4.0M |
| Westview Management dba Westview Investment Advisors | 1.88% | — | 35,798 | $3.9M |
| Lowe Brockenbrough & Co. Inc. | 0.19% | Reduce -6.6% | 35,281 | $3.9M |
| Robinson Value Management, Ltd. | 2.06% | Add +2084.7% | 34,628 | $3.8M |
| Patton Fund Management, Inc. | 0.51% | Add +2.3% | 34,335 | $3.8M |
| Atria Investments, Inc | 0.04% | Reduce -7.8% | 34,326 | $3.8M |
| TBH Global Asset Management, LLC | 0.63% | Reduce -6.1% | 34,184 | $3.8M |
| Alexis Investment Partners, LLC | 1.40% | Add +12.6% | 34,112 | $3.8M |
| CreativeOne Wealth, LLC | 0.09% | Add +11.5% | 33,923 | $3.7M |
| Forum Financial Management, LP | 0.05% | Add +9.5% | 33,548 | $3.7M |
| Advisory Research Inc. | 0.46% | Reduce -6.3% | 33,491 | $3.7M |
| Norris Financial Group, LLC | 1.25% | Reduce -39.2% | 33,474 | $3.7M |
| Gould Capital, LLC | 2.26% | Reduce -5.4% | 33,289 | $3.7M |
| Keystone Financial Group, Inc. | 1.91% | Reduce -2.4% | 33,149 | $3.7M |
| Investment Management Associates Inc. | 1.02% | Add +29.2% | 33,065 | $3.6M |
| Fiduciary Alliance LLC | 0.24% | Add +6.4% | 32,663 | $3.6M |
| Milestone Asset Management, LLC | 0.68% | Add +10.8% | 32,565 | $3.6M |
| Chesapeake Capital Corp. | 2.98% | New | 32,300 | $3.6M |
| Tidal Investments LLC | 0.01% | New | 32,300 | $3.6M |
| Net Worth Advisory Group | 0.71% | Reduce -2.4% | 31,932 | $3.5M |
| James Investment Research, Inc. | 0.38% | Reduce -7.9% | 31,859 | $3.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.16% | Reduce -2.3% | 31,639 | $3.5M |
| Citigroup Inc. | 0.00% | Reduce -32.4% | 31,196 | $3.4M |
| Ascent Group, LLC | 0.11% | Reduce -2.8% | 30,418 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +26.1% | 29,655 | $3.3M |
| Impact Partnership Wealth, LLC | 0.42% | Add +11.9% | 29,401 | $3.2M |
| Mainsail Financial Group, LLC | 1.32% | Add +16.6% | 28,833 | $3.2M |
| Proficio Capital Partners LLC | 0.22% | Reduce -25.0% | 28,827 | $3.2M |
| SBI Securities Co., Ltd. | 0.08% | Reduce -10.5% | 28,714 | $3.2M |
| Mader & Shannon Wealth Management, Inc. | 1.54% | No change | 28,475 | $3.1M |
| Ritholtz Wealth Management | 0.06% | Add +3.9% | 28,074 | $3.1M |
| Camarda Financial Advisors, LLC | 1.18% | Reduce -4.0% | 28,038 | $3.1M |
| Institute for Wealth Management, LLC. | 0.33% | Reduce -22.1% | 27,976 | $3.1M |
| Keebeck Wealth Management | 0.35% | Add +25.0% | 27,293 | $3.0M |
| &partners | 0.02% | Reduce -3.4% | 27,296 | $3.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.3% | 26,602 | $2.9M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -2.8% | 26,783 | $2.9M |
| Park Avenue Securities LLC | 0.02% | Add +78.7% | 26,365 | $2.9M |
| Marino, Stram & Associates LLC | 0.52% | Reduce -12.9% | 26,131 | $2.9M |
| KDK Private Wealth Management, LLC | 2.42% | Reduce -2.1% | 25,180 | $2.8M |
| Core Wealth Partners LLC | 1.25% | Add +0.1% | 25,144 | $2.8M |
| Hilltop Holdings Inc. | 0.17% | Add +136.3% | 25,032 | $2.8M |
| Delta Investment Management, LLC | 0.48% | Reduce -6.1% | 25,009 | $2.8M |
| Paladin Partners, LLC | 2.05% | — | 24,920 | $2.7M |
| Spire Wealth Management | 0.09% | Reduce -22.0% | 24,898 | $2.7M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +25.2% | 24,861 | $2.7M |
| Shepherd Financial Partners LLC | 0.25% | Reduce -59.4% | 24,595 | $2.7M |
| Principal Securities, Inc. | 0.04% | Add +16.7% | 24,288 | $2.7M |
| United Capital Financial Advisors, LLC | 0.02% | Add +26.3% | 24,093 | $2.7M |
| Shepherd Kaplan Krochuk, LLC | 2.18% | Reduce -12.1% | 23,932 | $2.6M |
| Weaver Consulting Group | 0.64% | Reduce -32.2% | 23,902 | $2.6M |
| Old National Bancorp | 0.04% | Reduce -49.6% | 23,152 | $2.6M |
| Atticus Wealth Management, LLC | 0.63% | Reduce -8.9% | 23,143 | $2.5M |
| Flow Traders U.S. LLC | 0.08% | Reduce -32.6% | 22,942 | $2.5M |
| IMA Advisory Services, Inc. | 0.24% | Add +8375.1% | 22,798 | $2.5M |
| Blair William & Co. | 0.01% | Add +5.0% | 22,714 | $2.5M |
| Tru Independence Asset Management 2, LLC | 1.53% | Reduce -7.8% | 22,146 | $2.4M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -20.6% | 21,950 | $2.4M |
| Strategy Asset Managers LLC | 0.39% | Add +3.2% | 21,422 | $2.4M |
| Compound Planning, Inc. | 0.07% | Add +7.5% | 21,207 | $2.3M |
| Eagle Rock Investment Company, LLC | 0.33% | No change | 21,005 | $2.3M |
| Capital Advisors, Ltd. LLC | 0.26% | Add +23.6% | 20,874 | $2.3M |
| Ethos Financial Group, LLC | 0.17% | Reduce -2.6% | 20,838 | $2.3M |
| Foundry Financial Group, Inc. | 1.14% | Add +17.4% | 20,752 | $2.3M |
| Sweeney & Michel, LLC | 0.67% | Add +2.4% | 20,710 | $2.3M |
| Coppell Advisory Solutions LLC | 0.22% | Add +38.8% | 20,407 | $2.2M |
| Private Advisory Group LLC | 0.18% | Add +308.3% | 20,397 | $2.2M |
| Mission Creek Capital Partners, Inc. | 0.45% | New | 20,382 | $2.2M |
| Realta Investment Advisors | 0.73% | Add +1.0% | 20,115 | $2.2M |
| Principia Wealth Advisory, LLC | 1.38% | Reduce -9.0% | 20,092 | $2.2M |
| Financial Plan, Inc. | 0.25% | — | 19,942 | $2.2M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -4.7% | 19,482 | $2.1M |
| Abacus Planning Group, Inc. | 0.28% | Add +0.0% | 19,120 | $2.1M |
| Heartland Bank & Trust Co | 0.86% | Reduce -2.5% | 18,499 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 18,282 | $2.0M |
| Inspirion Wealth Advisors, LLC | 0.25% | No change | 18,190 | $2.0M |
| SVB Wealth LLC | 0.12% | Reduce -28.2% | 18,180 | $2.0M |
| Tempus Wealth Planning, LLC | 0.46% | Reduce -9.1% | 18,153 | $2.0M |
| Aspiriant, LLC | 0.06% | Reduce -4.8% | 17,932 | $2.0M |
| HFG Advisors, Inc. | 1.43% | Reduce -19.0% | 17,901 | $2.0M |
| GenWealth Group, Inc. | 0.33% | Add +13.4% | 17,746 | $2.0M |
| Fermata Advisors, LLC | 0.46% | Reduce -9.0% | 17,503 | $1.9M |
| National Bank of Canada | 0.00% | Reduce -43.9% | 17,486 | $1.9M |
| Cibc World Market Inc. | 0.00% | Add +14.5% | 17,435 | $1.9M |
| IFG Advisory, LLC | 0.08% | Add +91.2% | 17,362 | $1.9M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -23.6% | 17,278 | $1.9M |
| TD Waterhouse Canada Inc. | 0.01% | Add +65.0% | 17,232 | $1.9M |
| Legacy Wealth Advisors, LLC | 1.24% | — | 17,029 | $1.9M |
| KDT Advisors, LLC | 2.61% | Reduce -44.1% | 16,892 | $1.9M |
| Vise Technologies, Inc. | 0.04% | Add +48.4% | 16,763 | $1.8M |
| Kings Path Partners LLC | 0.64% | Add +28.7% | 16,608 | $1.8M |
| Destination Wealth Management | 0.05% | Add +16.8% | 16,578 | $1.8M |
| Calton & Associates, Inc. | 0.27% | Add +125.0% | 16,516 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -32.1% | 16,458 | $1.8M |
| Hardworking Capital Advisors, LLC | 1.63% | — | 16,310 | $1.8M |
| Financial Management Professionals, Inc. | 0.18% | Reduce -5.8% | 16,221 | $1.8M |
| Fiduciary Financial Group, LLC | 0.25% | Add +155.7% | 16,081 | $1.8M |
| Prospera Financial Services Inc | 0.03% | Add +12.3% | 15,991 | $1.8M |
| Authentikos Wealth Advisory, LLC | 1.15% | Reduce -8.1% | 15,774 | $1.7M |
| Professional Advisory Services Inc. | 0.20% | Reduce -41.4% | 15,580 | $1.7M |
| Bell Bank | 0.07% | No change | 15,497 | $1.7M |
| Regal Investment Advisors LLC | 0.10% | Add +77.3% | 15,407 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +21.3% | 15,272 | $1.7M |
| Central Bank & Trust Co. | 0.26% | Reduce -0.4% | 15,252 | $1.7M |
| Prosperity Advisers, LLC | 1.38% | — | 15,167 | $1.7M |
| Ehrlich Financial Group | 0.95% | Reduce -32.5% | 15,106 | $1.7M |
| North Star Investment Management Corp. | 0.10% | Add +68.7% | 15,048 | $1.7M |
| Balentine LLC | 0.06% | No change | 15,026 | $1.7M |
| Virtue Capital Management, LLC | 0.25% | Add +28.9% | 15,009 | $1.7M |
| Patten & Patten Inc. | 0.10% | Reduce -8.3% | 14,964 | $1.6M |
| Birchcreek Wealth Management, LLC | 0.78% | Reduce -23.4% | 14,499 | $1.6M |
| Perennial Advisors, LLC | 0.27% | Add +18.7% | 14,431 | $1.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -13.9% | 14,381 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -2.1% | 14,359 | $1.6M |
| Bosman Wealth Management, LLC | 1.28% | Reduce -46.0% | 14,201 | $1.6M |
| Crusonia Wealth Advisors LLC | 0.34% | — | 14,103 | $1.6M |
| WCG Wealth Advisors LLC | 0.04% | New | 13,748 | $1.5M |
| Arkfeld Wealth Strategies, L.L.C. | 0.51% | Add +0.9% | 13,440 | $1.5M |
| Centaurus Financial, Inc. | 0.07% | Add +83.1% | 13,339 | $1.5M |
| Benedict Financial Advisors Inc. | 0.31% | Add +7.7% | 13,284 | $1.5M |
| Legacy Wealth Partners, LLC | 0.37% | — | 13,103 | $1.4M |
| Chicago Wealth Management, Inc. | 0.58% | New | 13,080 | $1.4M |
| Hudson Portfolio Management LLC | 1.23% | Add +195.9% | 13,020 | $1.4M |
| Fonville Wealth Management LLC | 0.29% | Reduce -7.8% | 12,921 | $1.4M |
| Wick Capital Partners, LLC | 0.25% | Reduce -53.1% | 12,900 | $1.4M |
| National Wealth Management Group, LLC | 0.49% | Add +131.6% | 12,789 | $1.4M |
| AE Wealth Management LLC | 0.01% | Reduce -66.6% | 12,480 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -68.3% | 12,428 | $1.4M |
| Western Financial Corp | 0.53% | Reduce -0.5% | 12,226 | $1.3M |
| Private Trust Co. NA | 0.12% | Reduce -16.5% | 12,166 | $1.3M |
| Rehmann Capital Advisory Group | 0.07% | Add +0.2% | 12,154 | $1.3M |
| Savvy Advisors, Inc. | 0.04% | Add +487.6% | 12,088 | $1.3M |
| Sage Advisory Services, Ltd.Co. | 0.72% | No change | 12,078 | $1.3M |
| Crews Bank & Trust | 0.19% | Add +10.7% | 12,068 | $1.3M |
| Advisory Alpha, LLC | 0.04% | Reduce -16.3% | 11,814 | $1.3M |
| Keel Point, LLC | 0.08% | Add +21.6% | 11,738 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.3% | 11,709 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +23.9% | 11,578 | $1.3M |
| Pure Portfolios Holdings LLC | 0.38% | Add +2.5% | 11,530 | $1.3M |
| Pathway Financial Advisors LLC | 0.16% | No change | 11,481 | $1.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.1% | 11,483 | $1.3M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -5.9% | 11,412 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +0.9% | 11,282 | $1.2M |
| Compass Ion Advisors, LLC | 0.12% | Reduce -2.9% | 11,277 | $1.2M |
| One Capital Management, LLC | 0.04% | Reduce -1.2% | 11,073 | $1.2M |
| Darden Wealth Group Inc | 0.59% | Reduce -1.0% | 11,004 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -3.1% | 10,967 | $1.2M |
| Silver Oak Securities, Incorporated | 0.08% | Add +32.5% | 10,903 | $1.2M |
| Founders Grove Wealth Partners, LLC | 0.27% | Add +35.8% | 10,810 | $1.2M |
| Edgemoor Investment Advisors, Inc. | 0.09% | Reduce -3.6% | 10,710 | $1.2M |
| Frontier Asset Management, LLC | 0.27% | Reduce -11.5% | 10,526 | $1.2M |
| Voya Financial Advisors, Inc. | 0.11% | Add +16.6% | 10,459 | $1.2M |
| Cidel Asset Management Inc. | 0.08% | Reduce -1.9% | 10,449 | $1.2M |
| Lowery Thomas, LLC | 0.65% | Add +7.4% | 10,390 | $1.1M |
| AXS Investments LLC | 0.39% | Reduce -64.0% | 10,300 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +18.5% | 10,279 | $1.1M |
| Arrien Investments, Inc. | 0.63% | Reduce -32.6% | 10,204 | $1.1M |
| Ifrah Financial Services, Inc. | 0.29% | Add +3.8% | 10,130 | $1.1M |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -42.6% | 10,060 | $1.1M |
| Walser Wealth Management Company, A Ltd Liability Co | 0.58% | — | 10,044 | $1.1M |
| Legacy Wealth Managment, LLC | 0.52% | Reduce -25.1% | 9,901 | $1.1M |
| Bison Wealth, LLC | 0.12% | Reduce -47.3% | 9,886 | $1.1M |
| Brian Low Financial Group, LLC | 0.77% | Reduce -0.6% | 9,810 | $1.1M |
| Trustmark Bank Trust Department | 0.07% | No change | 9,675 | $1.1M |
| Lincoln Capital Corp. | 0.38% | Reduce -42.6% | 9,647 | $1.1M |
| Trevian Wealth Management LLC | 0.50% | New | 9,527 | $1.0M |
| Mattern Capital Management, LLC | 0.12% | Add +8.3% | 9,478 | $1.0M |
| Consilium Wealth Advisory, LLC | 0.38% | Reduce -0.6% | 9,394 | $1.0M |
| Arkos Global Advisors | 0.13% | Reduce -0.3% | 9,258 | $1.0M |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 9,235 | $1.0M |
| Leavell Investment Management, Inc. | 0.04% | Add +4.6% | 9,207 | $1.0M |
| Arkadios Wealth Advisors | 0.02% | Reduce -24.2% | 9,187 | $1.0M |
| Courage Miller Partners, LLC | 0.30% | Add +2.4% | 9,183 | $1.0M |
| Miramontes Capital, LLC | 0.34% | — | 9,179 | $1.0M |
| Clearstead Advisors, LLC | 0.01% | Reduce -52.6% | 9,161 | $1.0M |
| Rosenberg Matthew Hamilton | 0.21% | No change | 9,119 | $1.0M |
| Balefire, LLC | 0.20% | Reduce -19.9% | 9,103 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | Add +8.6% | 9,028 | $994K |
| Spinnaker Investment Group, LLC | 0.18% | Add +1.3% | 8,960 | $987K |
| Arax Advisory Partners | 0.03% | New | 8,904 | $981K |
| Whittier Trust Co. | 0.01% | Reduce -4.8% | 8,872 | $978K |
| SOL Capital Management CO | 0.09% | No change | 8,820 | $972K |
| Westfuller Advisors, LLC | 0.39% | No change | 8,755 | $964K |
| First Horizon Corp. | 0.04% | Reduce -44.5% | 8,677 | $956K |
| Core Wealth Advisors, Inc. | 0.25% | Add +0.7% | 8,660 | $954K |
| Retirement Capital Strategies | 0.35% | Reduce -41.5% | 8,649 | $953K |
| WealthTrak Capital Management LLC | 0.68% | Add +34.4% | 8,591 | $946K |
| Signal Advisors Wealth, LLC | 0.08% | Add +9.1% | 8,588 | $946K |
| Marks Wealth, LLC | 0.32% | Reduce -97.3% | 8,567 | $944K |
| Eagle Global Advisors LLC | 0.03% | Reduce -43.8% | 8,419 | $927K |
| Belvedere Trading LLC | 0.17% | New | 8,393 | $924K |
| EP Wealth Advisors, LLC | 0.00% | — | 8,329 | $917K |
| Plum Street Advisors, LLC | 0.33% | No change | 8,304 | $915K |
| Fortis Group Advisors, LLC | 0.15% | Add +89.0% | 8,240 | $910K |
| Stewardship Concepts Financial Services LLC | 0.77% | — | 8,249 | $909K |
| Fortis Advisors, LLC | 0.50% | Add +1.3% | 8,180 | $901K |
| Boston Family Office LLC | 0.06% | Reduce -0.1% | 8,109 | $893K |
| Transcendent Capital Group LLC | 0.40% | Add +31.0% | 8,054 | $887K |
| Kovack Advisors, Inc. | 0.04% | New | 8,039 | $885K |
| Montecito Bank & Trust | 0.14% | Add +84.1% | 7,935 | $874K |
| Advisortrust Partners, LLC | 0.38% | — | 7,918 | $872K |
| World Investment Advisors | 0.01% | Add +63.2% | 7,842 | $864K |
| Global View Capital Management LLC | 0.16% | Add +0.0% | 7,822 | $862K |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -21.1% | 7,760 | $855K |
| Schrum Private Wealth Management LLC | 0.63% | Add +2.3% | 7,715 | $850K |
| Avalon Capital Management | 0.20% | Reduce -78.5% | 7,683 | $846K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -4.2% | 7,608 | $838K |
| Sierra Capital LLC | 0.09% | Reduce -10.7% | 7,566 | $833K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.7% | 7,489 | $825K |
| Roberts Financial Services LLC | 0.26% | Add +0.7% | 7,469 | $823K |
| Blalock Williams, LLC | 0.64% | Add +3.0% | 7,311 | $805K |
| Flagstar Securities, Inc. | 0.27% | Add +0.8% | 7,295 | $804K |
| Dominguez Wealth Management Solutions, Inc. | 0.49% | Reduce -2.5% | 7,293 | $803K |
| Sowell Financial Services LLC | 0.03% | New | 7,291 | $803K |
| Insight Wealth Partners, LLC | 0.33% | Reduce -10.7% | 7,286 | $803K |
| Jacobi Capital Management LLC | 0.05% | Reduce -0.1% | 7,169 | $790K |
| Leelyn Smith, LLC | 0.11% | Add +11.9% | 7,070 | $779K |
| Aries Wealth Management | 0.17% | Add +10.1% | 7,064 | $778K |
| Roble, Belko & Company, Inc | 0.10% | No change | 7,033 | $775K |
| Larry Mathis Financial Planning, LLC | 0.68% | — | 7,024 | $774K |
| EdgeRock Capital LLC | 0.20% | Reduce -1.3% | 6,916 | $762K |
| Severin Investments, LLC | 0.67% | Add +9.0% | 6,912 | $761K |
| Composition Wealth, LLC | 0.01% | Reduce -74.8% | 6,911 | $761K |
| Formidable Asset Management, LLC | 0.11% | Add +1.5% | 6,865 | $759K |
| Solstein Capital, LLC | 0.30% | New | 6,811 | $750K |
| Algorithmic Investment Models, LLC | 0.92% | Add +18.4% | 6,790 | $748K |
| Woodley Farra Manion Portfolio Management Inc. | 0.04% | Reduce -12.1% | 6,754 | $744K |
| Waverly Advisors, LLC | 0.01% | Add +12.4% | 6,644 | $732K |
| Advisor OS, LLC | 0.06% | Add +3.5% | 6,619 | $729K |
| Sovereign Financial Group, Inc. | 0.13% | Reduce -11.1% | 6,543 | $721K |
| Gryphon Financial Partners LLC | 0.08% | No change | 6,540 | $720K |
| Gotham Asset Management | 0.00% | No change | 6,539 | $720K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +7.5% | 6,516 | $718K |
| Geometric Wealth Advisors | 0.09% | Add +1.3% | 6,420 | $707K |
| Sandy Cove Advisors, LLC | 0.21% | Reduce -29.9% | 6,419 | $707K |
| Grand Central Investment Group | 0.51% | — | 6,399 | $705K |
| Finley Financial, LLC | 0.32% | Reduce -4.6% | 6,380 | $703K |
| ORG Partners LLC | 0.13% | Add +0.3% | 6,360 | $700K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +14.0% | 6,342 | $699K |
| Apella Capital, LLC | 0.01% | Add +0.9% | 6,340 | $698K |
| Brookstone Capital Management | 0.01% | Reduce -32.2% | 6,293 | $693K |
| Savant Capital, LLC | 0.00% | Add +34.7% | 6,209 | $684K |
| Archer Investment Corp | 0.15% | Reduce -4.5% | 6,164 | $679K |
| Integrity Alliance, Llc. | 0.02% | Add +6.1% | 6,157 | $678K |
| Sigma Planning Corp | 0.02% | Reduce -5.8% | 6,140 | $676K |
| Silverlake Wealth Management LLC | 0.15% | Add +31.0% | 6,137 | $676K |
| Aft, Forsyth & Company, Inc. | 0.29% | Reduce -10.1% | 6,106 | $673K |
| JFS Wealth Advisors, LLC | 0.04% | No change | 6,007 | $662K |
| Foster Group, Inc. | 0.02% | Reduce -6.6% | 5,961 | $657K |
| Black Diamond Financial, LLC | 0.07% | Reduce -11.8% | 5,947 | $655K |
| Castle Rock Wealth Management, LLC | 0.14% | Reduce -7.8% | 5,838 | $643K |
| Armstrong Advisory Group, Inc. | 0.04% | Reduce -7.1% | 5,800 | $639K |
| Mayflower Financial Advisors, LLC | 0.08% | No change | 5,781 | $637K |
| Valpey Financial Services, LLC | 0.40% | Reduce -14.1% | 5,705 | $628K |
| Leibman Financial Services, Inc. | 0.45% | Reduce -4.0% | 5,655 | $623K |
| Norris Perne & French LLP | 0.04% | No change | 5,633 | $620K |
| Sfmg, LLC | 0.04% | Reduce -10.9% | 5,610 | $618K |
| Ceeto Capital Group, LLC | 0.18% | No change | 5,500 | $606K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -53.7% | 5,491 | $605K |
| Innova Wealth Partners | 0.30% | Reduce -3.5% | 5,464 | $602K |
| Sage Financial Group Inc. | 0.04% | Add +64.9% | 5,425 | $598K |
| HighPoint Advisor Group LLC | 0.01% | New | 5,393 | $594K |
| Brooklyn Investment Group | 0.03% | New | 5,361 | $590K |
| First Wilshire Securities Management Inc. | 0.15% | Add +1.3% | 5,338 | $588K |
| NorthRock Partners, LLC | 0.01% | Add +16.1% | 5,337 | $588K |
| 55 North Private Wealth, LLC | 0.15% | — | 5,335 | $588K |
| Triumph Capital Management | 0.13% | Add +17.8% | 5,314 | $585K |
| Investment Partners Asset Management, Inc. | 0.36% | Reduce -27.5% | 5,275 | $581K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -51.1% | 5,269 | $580K |
| Archford Capital Strategies, LLC | 0.07% | New | 5,254 | $579K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 5,244 | $578K |
| Sicart Associates LLC | 0.15% | No change | 5,150 | $567K |
| Flagship Private Wealth, LLC | 0.22% | Reduce -32.1% | 5,104 | $562K |
| Intellus Advisors LLC | 0.07% | Add +0.1% | 5,079 | $559K |
| Captrust Financial Advisors | 0.00% | Add +0.3% | 4,976 | $548K |
| Rinkey Investments | 0.14% | Reduce -8.8% | 4,967 | $547K |
| J. R. Prunier Capital Management LLC | 0.22% | — | 4,900 | $540K |
| Jessup Wealth Management, Inc | 0.18% | Add +23.1% | 4,893 | $539K |
| Bayshore Capital Advisors, LLC | 0.26% | — | 4,703 | $518K |
| Western Wealth Management, LLC | 0.02% | Add +16.7% | 4,671 | $514K |
| Pinnacle Associates Ltd. | 0.01% | No change | 4,669 | $514K |
| Wealthcare Capital Management LLC | 0.05% | No change | 4,646 | $512K |
| Integrated Advisors Network LLC | 0.02% | Reduce -5.3% | 4,527 | $499K |
| Chatterton & Associates Inc. | 0.43% | — | 4,509 | $497K |
| McDonald Partners LLC | 0.16% | No change | 4,500 | $496K |
| Pecaut & Co. | 0.16% | Reduce -5.7% | 4,437 | $489K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | No change | 4,345 | $479K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -24.1% | 4,291 | $473K |
| TCP Asset Management, LLC | 0.08% | Reduce -0.9% | 4,265 | $470K |
| High Note Wealth, LLC | 0.09% | No change | 4,252 | $468K |
| Raelipskie Partnership | 0.19% | No change | 4,200 | $463K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -34.3% | 4,195 | $462K |
| Bearing Point Capital, LLC | 0.07% | Add +12.0% | 4,145 | $457K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 4,078 | $449K |
| Intergy Private Wealth, LLC | 0.14% | Add +0.9% | 4,074 | $449K |
| Heritage Oak Wealth Advisors LLC | 0.17% | Reduce -1.8% | 4,061 | $447K |
| Lake Hills Wealth Management, LLC | 0.23% | Reduce -15.8% | 4,060 | $447K |
| NorthCoast Asset Management LLC | 0.01% | Add +25.7% | 4,025 | $443K |
| J.Safra Asset Management Corp | 0.02% | Add +74.5% | 4,018 | $443K |
| VestGen Investment Management | 0.25% | Add +10.8% | 4,015 | $442K |
| Vontobel Holding Ltd. | 0.00% | Reduce -50.0% | 4,000 | $441K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -18.8% | 3,998 | $440K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.2% | 3,997 | $440K |
| LWM Advisory Services, LLC | 0.26% | New | 3,965 | $437K |
| Stanley-Laman Group, Ltd. | 0.06% | Add +19.4% | 3,944 | $434K |
| Regatta Capital Group, LLC | 0.07% | Reduce -8.2% | 3,921 | $432K |
| Ted Buchan & Co | 0.16% | New | 3,899 | $430K |
| North Capital, Inc. | 0.37% | Reduce -0.0% | 3,891 | $429K |
| Apollon Wealth Management, LLC | 0.01% | No change | 3,876 | $427K |
| Beacon Bank & Trust | 0.09% | No change | 3,875 | $427K |
| Tortoise Investment Management, LLC | 0.04% | Reduce -8.5% | 3,862 | $425K |
| Caprock Group, LLC | 0.01% | Add +0.3% | 3,769 | $415K |
| Lynch Investment Planning, LLC | 0.39% | — | 3,686 | $406K |
| MFA Wealth Services | 0.27% | Reduce -2.1% | 3,673 | $405K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -20.9% | 3,642 | $401K |
| Investment Partners, LTD. | 0.14% | No change | 3,627 | $400K |
| Tompkins Financial Corp. | 0.03% | No change | 3,626 | $399K |
| LTG Capital LLC | 0.31% | No change | 3,620 | $399K |
| Entelevest, LLC | 0.41% | — | 3,600 | $397K |
| Westmount Partners, LLC | 0.10% | New | 3,597 | $396K |
| Acute Investment Advisory, LLC | 3.81% | Reduce -10.8% | 3,573 | $394K |
| Leo Wealth, LLC | 0.03% | Reduce -25.1% | 3,486 | $384K |
| Argent Trust Co | 0.01% | Reduce -60.1% | 3,459 | $381K |
| 1834 Investment Advisors Co. | 0.05% | Reduce -18.3% | 3,423 | $377K |
| Probity Advisors, Inc. | 0.06% | No change | 3,381 | $372K |
| Physician Wealth Solutions Inc. | 0.16% | No change | 3,378 | $372K |
| Fortitude Advisory Group L.L.C. | 0.16% | No change | 3,373 | $372K |
| Romano Brothers and Company | 0.04% | Reduce -19.8% | 3,270 | $360K |
| Dopkins Wealth Management, LLC | 0.15% | New | 3,261 | $359K |
| Salem Investment Counselors Inc. | 0.01% | Add +5.7% | 3,250 | $358K |
| M&T Bank Corp | 0.00% | Add +1.4% | 3,250 | $358K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +14.1% | 3,218 | $355K |
| Strategic Financial Partners, Ltd. | 0.15% | Add +0.7% | 3,197 | $352K |
| GeoWealth Management, LLC | 0.01% | Reduce -7.8% | 3,191 | $351K |
| NWF Advisory Services Inc. | 0.04% | New | 3,144 | $346K |
| Crane Advisory, LLC | 0.05% | Reduce -5.6% | 3,110 | $343K |
| Spartan Planning & Wealth Management | 0.25% | New | 3,079 | $339K |
| RDA Financial Network | 0.08% | Reduce -19.4% | 3,044 | $335K |
| Financial Architects, LLC | 0.18% | Add +1.0% | 2,985 | $329K |
| Private Client Services, LLC | 0.10% | Reduce -19.9% | 2,982 | $329K |
| Cairn Investment Group, Inc. | 0.16% | Reduce -17.9% | 2,975 | $328K |
| Root Financial Partners, LLC | 0.02% | Reduce -29.8% | 2,967 | $327K |
| Aprio Wealth Management, LLC | 0.02% | No change | 2,954 | $325K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -4.9% | 2,935 | $323K |
| Crabel Capital Management, LLC | 0.24% | New | 2,923 | $322K |
| Obsidian Cio, LLC | 0.48% | Reduce -93.0% | 2,923 | $322K |
| Clarity Financial LLC | 0.03% | Reduce -2.1% | 2,896 | $319K |
| Accredited Investors Inc. | 0.02% | Add +0.6% | 2,889 | $318K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 2,882 | $317K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -80.8% | 2,850 | $314K |
| Vestcor Inc | 0.01% | No change | 2,725 | $300K |
| Nwam LLC | 0.02% | Add +0.5% | 2,700 | $298K |
| Ballast Rock Private Wealth LLC | 0.19% | — | 2,700 | $297K |
| FMR LLC | 0.00% | Reduce -80.7% | 2,646 | $291K |
| Virtus Family Office LLC | 0.25% | Reduce -22.6% | 2,642 | $291K |
| Almanack Investment Partners, LLC. | 0.05% | Add +23.4% | 2,634 | $290K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +1.9% | 2,616 | $288K |
| 17 Capital Partners, LLC | 0.15% | Reduce -49.2% | 2,603 | $287K |
| Clark Asset Management, LLC | 0.03% | Add +2.0% | 2,583 | $284K |
| New Republic Capital, LLC | 0.07% | New | 2,538 | $280K |
| Greenwood Capital Associates LLC | 0.03% | New | 2,519 | $277K |
| Omnitrust Wealth Management, Inc | 0.35% | — | 2,506 | $276K |
| Trek Financial, LLC | 0.02% | Reduce -13.8% | 2,501 | $275K |
| Cunning Capital Partners, LP | 0.13% | Reduce -75.0% | 2,500 | $275K |
| Kelleher Financial Advisors | 0.06% | Add +89.6% | 2,487 | $274K |
| Vermillion & White Wealth Management Group, LLC | 0.15% | No change | 2,450 | $270K |
| Baker Ellis Asset Management LLC | 0.03% | Reduce -44.9% | 2,450 | $270K |
| Sugar Maple Asset Management, LLC | 0.18% | Reduce -2.9% | 2,443 | $269K |
| CENTRAL TRUST Co | 0.01% | No change | 2,434 | $268K |
| Founders Financial Securities LLC | 0.02% | New | 2,430 | $268K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 2,426 | $267K |
| Values First Advisors, Inc. | 0.14% | Reduce -11.7% | 2,410 | $265K |
| RMR Wealth Builders | 0.02% | Reduce -0.8% | 2,385 | $263K |
| Tudor Investment Corporation | 0.00% | New | 2,382 | $262K |
| AQR Capital Management | 0.00% | No change | 2,377 | $262K |
| Boreal Capital Management LLC | 0.24% | Add +2266.0% | 2,366 | $261K |
| Summit Asset Management, LLC | 0.04% | New | 2,355 | $259K |
| American Institute for Advanced Investment Management, LLP | 0.16% | No change | 2,320 | $256K |
| Turning Point Benefit Group, Inc. | 0.13% | Reduce -83.9% | 2,320 | $256K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.0% | 2,317 | $255K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.3% | 2,306 | $254K |
| Tanager Wealth Management LLP | 0.03% | New | 2,300 | $253K |
| Charter Oak Capital Management, LLC | 0.02% | Add +0.2% | 2,256 | $248K |
| BridgePort Financial Solutions, LLC | 0.07% | Reduce -0.5% | 2,229 | $246K |
| Money Concepts Capital Corp. | 0.01% | Add +3.5% | 2,220 | $245K |
| Summit Wealth Partners, LLC | 0.05% | Reduce -1.5% | 2,215 | $244K |
| Mission Wealth Management, LP | 0.00% | No change | 2,191 | $241K |
| PFG Advisors | 0.01% | Reduce -22.4% | 2,174 | $239K |
| Trueblood Wealth Management, LLC | 0.09% | Add +7.4% | 2,173 | $239K |
| Excalibur Management Corp. | 0.09% | New | 2,160 | $238K |
| Smith, Moore & Co. | 0.02% | Add +10.0% | 2,112 | $233K |
| Koshinski Asset Management, Inc. | 0.01% | Reduce -26.5% | 2,108 | $232K |
| Daner Wealth Management, LLC | 0.14% | No change | 2,100 | $231K |
| Wedmont Private Capital | 0.01% | No change | 2,088 | $230K |
| Merited Wealth, LLC | 0.21% | — | 2,068 | $228K |
| Independent Advisor Alliance | 0.01% | New | 2,049 | $226K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -0.4% | 2,044 | $225K |
| A4 Wealth Advisors LLC | 0.19% | Reduce -45.5% | 2,042 | $225K |
| Magnus Financial Group LLC | 0.02% | New | 2,026 | $223K |
| MGB Wealth Management, LLC | 0.06% | Reduce -62.1% | 2,011 | $222K |
| Wealth Management Associates, Inc. | 0.08% | No change | 2,000 | $220K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -56.2% | 1,993 | $220K |
| WealthCare Investment Partners, LLC | 0.06% | Add +1.3% | 1,964 | $216K |
| Lauterbach Financial Advisors, LLC | 0.10% | Add +1.3% | 1,932 | $213K |
| Maridea Wealth Management LLC | 0.03% | Reduce -24.0% | 1,909 | $210K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,900 | $209K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 1,902 | $209K |
| Pacific Center for Financial Services | 0.05% | No change | 1,885 | $208K |
| Bluedoor Private Wealth, LLC | 0.10% | — | 1,888 | $208K |
| Pinkerton Wealth, LLC | 0.02% | Reduce -11.7% | 1,854 | $204K |
| Smith Salley Wealth Management | 0.01% | No change | 1,840 | $203K |
| IFC & Insurance Marketing, Inc. | 0.20% | — | 1,833 | $202K |
| Sound Portfolio Advisors, LLC | 0.17% | — | 1,825 | $201K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -28.4% | 1,664 | $183K |
| Wealth Preservation Advisors, LLC | 0.09% | No change | 1,643 | $181K |
| Investors Research Corp | 0.03% | Add +3.6% | 1,623 | $179K |
| Rossby Financial, LCC | 0.05% | Reduce -17.3% | 1,559 | $172K |
| BNP Paribas Financial Markets | 0.00% | Reduce -46.4% | 1,453 | $160K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,196 | $132K |
| Peck Wealth Management, LLC | 0.11% | Add +340.4% | 1,035 | $114K |
| Front Row Advisors LLC | 0.04% | No change | 1,021 | $112K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 998 | $110K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.4% | 993 | $109K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +11.3% | 963 | $106K |
| SouthState Bank Corp | 0.00% | Reduce -31.3% | 929 | $102K |
| Bitterroot Capital Advisors LLC | 0.07% | — | 922 | $102K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.5% | 867 | $96K |
| Aventura Private Wealth, LLC | 0.03% | Reduce -61.7% | 850 | $94K |
| Anchor Investment Management, LLC | 0.01% | No change | 846 | $93K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.6% | 801 | $88K |
| Laurel Wealth Advisors LLC | 0.01% | New | 775 | $85K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 723 | $80K |
| Stone House Investment Management, LLC | 0.01% | Add +4.3% | 663 | $73K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 638 | $70K |
| Smartleaf Asset Management LLC | 0.00% | Add +5650.0% | 575 | $63K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 526 | $58K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 510 | $56K |
| Lazard Asset Management LLC | 0.00% | Reduce -24.2% | 500 | $55K |
| Kingdom Financial Group LLC. | 0.02% | New | 499 | $55K |
| Planning Project LLC | 0.01% | — | 490 | $54K |
| Fifth Third Bancorp | 0.00% | Reduce -93.0% | 483 | $53K |
| Hoese & Co LLP | 0.04% | No change | 480 | $53K |
| Noble Wealth Management PBC | 0.03% | Reduce -6.3% | 477 | $53K |
| Certuity, LLC | 0.00% | No change | 18,564 | $51K |
| EPG Wealth Management LLC | 0.01% | No change | 454 | $50K |
| Quadrant Capital Group LLC | 0.00% | No change | 453 | $50K |
| Harbour Investments, Inc. | 0.00% | Reduce -11.4% | 449 | $49K |
| Hamilton Point Investment Advisors, LLC | 0.01% | New | 408 | $45K |
| Highline Wealth Partners LLC | 0.01% | Reduce -21.9% | 402 | $44K |
| Friedenthal Financial | 0.02% | Reduce -26.8% | 401 | $44K |
| Simplex Trading, LLC | 0.00% | Add +271.0% | 397 | $44K |
| International Assets Investment Management, LLC | 0.00% | New | 393 | $43K |
| FIL Ltd | 0.00% | Reduce -5.3% | 393 | $43K |
| Rothschild Investment LLC | 0.00% | No change | 366 | $40K |
| LFA - Lugano Financial Advisors SA | 0.02% | New | 356 | $39K |
| Innovative Advisory Group, LLC | 0.03% | No change | 350 | $39K |
| Allianz SE | 0.00% | No change | 349 | $38K |
| Godfrey Financial Associates, Inc. | 0.03% | — | 320 | $35K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.3% | 306 | $34K |
| Tidemark, LLC | 0.01% | No change | 271 | $30K |
| Phillips Financial Management, LLC | 0.00% | No change | 243 | $27K |
| FAS Wealth Partners, Inc. | 0.00% | New | 213 | $23K |
| Ankerstar Wealth, LLC | 0.02% | — | 183 | $20K |
| Networth Advisors, LLC | 0.01% | — | 152 | $17K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 145 | $16K |
| SageView Advisory Group, LLC | 0.00% | New | 145 | $16K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 135 | $15K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 134 | $15K |
| Asset Management One Co., Ltd. | 0.00% | No change | 129 | $14K |
| Key Financial Inc | 0.00% | No change | 124 | $14K |
| LM Advisors LLC | 0.05% | Reduce -89.0% | 1,495 | $14K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -87.6% | 121 | $13K |
| Bulwark Capital Corp | 0.01% | No change | 119 | $13K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 101 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | Add +42.6% | 97 | $11K |
| Atlantic Private Wealth, LLC | 0.01% | Reduce -49.2% | 92 | $10K |
| WealthCollab, LLC | 0.00% | New | 91 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | New | 86 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 72 | $8K |
| Colonial Trust Advisors | 0.00% | No change | 70 | $8K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 66 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 64 | $7K |
| Dogwood Wealth Management LLC | 0.00% | Add +113.0% | 49 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 48 | $5K |
| New Millennium Group LLC | 0.00% | Add +571.4% | 47 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 39 | $4K |
| PMV Capital Advisers, LLC | 0.01% | New | 35 | $4K |
| Ameriflex Group, Inc. | 0.00% | New | 35 | $4K |
| Pflug Koory, LLC | 0.00% | No change | 35 | $4K |
| Integrity Financial Corp | 0.00% | No change | 29 | $3K |
| HFM Investment Advisors, LLC | 0.00% | Add +6.3% | 17 | $2K |
| Addison Advisors LLC | 0.00% | No change | 15 | $2K |
| Park Square Financial Group, LLC | 0.01% | Reduce -17.6% | 14 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -76.9% | 12 | $1K |
| PayPay Securities Corp | 0.04% | Add +22.2% | 11 | $1K |
| Breakwater Investment Management | 0.00% | No change | 10 | $1K |
| Sound Income Strategies, LLC | 0.00% | Reduce -22.2% | 7 | $819 |
| Blueline Advisors LLC | 0.00% | — | 7 | $780 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 5 | $554 |
| Vision Retirement, LLC | 0.00% | — | 4 | $441 |
| Wolff Wiese Magana LLC | 0.00% | No change | 3 | $331 |
| HM Payson & Co. | 0.00% | New | 3 | $331 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 3 | $330 |
| Affinity Wealth LLC | 0.00% | No change | 2 | $220 |
| Richardson Financial Services Inc. | 0.00% | No change | 2 | $220 |
| Founders Capital Management | 0.00% | New | 1 | $110 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $110 |
| Rakuten Securities, Inc. | 0.00% | Reduce -75.0% | 1 | $110 |
"% 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.