iShares 0-1 Year Treasury BoSHVETF
13F holders, Q1 2026 (March 31)742holders +30
83new positions
56sold out
4famous investors
$109.50avg. 13F price*
At the end of Q1 2026, 742 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, up 30 from Q4 2025. 83 opened new positions and 56 sold out. The largest holders were BlackRock, Inc. ($2.0B), Morgan Stanley ($619.7M) and Wells Fargo & Company ($578.2M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $212.6M |
| Exits | 56 | $92.8M |
All 13F filers, Q4 2025 → Q1 2026: 12,711,405 shares bought and 6,250,056 shares sold, net +6,461,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 742 holders
| BlackRock, Inc. | 0.03% | Reduce -0.4% | 17,874,358 | $2.0B |
| Morgan Stanley | 0.04% | Reduce -6.0% | 5,613,698 | $619.7M |
| Wells Fargo & Company | 0.12% | Add +5.8% | 5,237,551 | $578.2M |
| LPL Financial LLC | 0.10% | Add +10.1% | 3,372,278 | $372.3M |
| Bank of America Corp. | 0.02% | Reduce -3.4% | 2,998,060 | $331.0M |
| Marks Wealth, LLC | 62.68% | Add +25091.8% | 2,158,181 | $238.2M |
| Wealthfront Advisers LLC | 0.50% | Add +26.6% | 2,048,039 | $226.1M |
| Envestnet Asset Management Inc. | 0.06% | Add +76.2% | 1,952,895 | $215.6M |
| UBS Group AG | 0.03% | Reduce -7.6% | 1,672,404 | $184.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.3% | 1,498,524 | $165.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.10% | Add +7.6% | 1,432,889 | $157.4M |
| Royal Bank of Canada | 0.03% | Add +53.5% | 1,369,661 | $151.2M |
| Raymond James Financial Inc. | 0.05% | Reduce -4.1% | 1,332,318 | $147.1M |
| Ameriprise Financial Inc. | 0.03% | Add +86.5% | 1,096,052 | $121.0M |
| Wealthspire Retirement, LLC | 6.85% | Reduce -26.9% | 1,034,731 | $114.2M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Reduce -38.7% | 999,682 | $110.1M |
| FIL Ltd | 0.09% | Add +253052.2% | 994,888 | $109.8M |
| Stifel Financial Corp. | 0.09% | Add +1.3% | 884,679 | $97.7M |
| Trust Co | 8.18% | Add +3.2% | 790,499 | $87.3M |
| Americana Partners, LLC | 2.25% | Add +90.7% | 784,593 | $86.6M |
| Oakworth Capital, Inc. | 4.08% | Reduce -31.1% | 698,718 | $77.1M |
| Assetmark, Inc. | 0.15% | Reduce -2.3% | 670,664 | $74.0M |
| Betterment LLC | 0.14% | Reduce -7.7% | 651,818 | $72.0M |
| Townsend & Associates, Inc | 6.15% | Add +3.5% | 645,959 | $71.3M |
| Cetera Investment Advisers | 0.07% | Reduce -26.2% | 562,738 | $62.1M |
| Rockefeller Capital Management L.P. | 0.11% | Add +5.2% | 555,335 | $61.3M |
| Cynosure Group, LLC | 7.54% | Reduce -2.1% | 546,422 | $60.3M |
| Truist Financial Corp. | 0.08% | Reduce -4.0% | 540,099 | $59.6M |
| White Lighthouse Investment Management Inc. | 7.96% | Add +10.0% | 519,501 | $57.3M |
| Acorns Advisers, LLC | 0.40% | Add +4.2% | 486,564 | $53.7M |
| Hansen & Associates Financial Group, Inc. | 28.15% | Reduce -3.8% | 474,887 | $52.3M |
| Ausdal Financial Partners, Inc. | 2.11% | Reduce -18.5% | 427,077 | $47.1M |
| O'shaughnessy Asset Management, LLC | 0.23% | Reduce -8.4% | 417,431 | $46.1M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -15.0% | 415,538 | $45.9M |
| A&I Financial Services, LLC | 20.81% | New | 397,877 | $43.9M |
| Foundations Investment Advisors, LLC | 0.54% | Add +10.5% | 393,978 | $43.5M |
| LaSalle St. Investment Advisors, LLC | 5.98% | Add +27.0% | 384,338 | $42.4M |
| Able Wealth Management LLC | 11.34% | Add +3.8% | 384,120 | $42.4M |
| Summit Financial, LLC | 0.54% | Add +69.1% | 380,800 | $42.0M |
| Bank of Nova Scotia | 0.07% | Reduce -7.8% | 366,024 | $40.4M |
| Focus Partners Wealth | 0.04% | Reduce -2.1% | 357,161 | $39.4M |
| Cerity Partners LLC | 0.06% | Reduce -24.8% | 352,884 | $39.0M |
| GFS Advisors, LLC | 2.38% | Add +346.3% | 568,359 | $36.9M |
| Maseco LLP | 1.15% | Reduce -2.3% | 332,850 | $36.7M |
| Financial Consulate, Inc. | 4.52% | New | 328,716 | $36.3M |
| Oppenheimer & Co. Inc. | 0.44% | Add +10.4% | 326,348 | $36.0M |
| Family Manage LLC | 4.10% | Add +3.0% | 310,017 | $34.2M |
| MML Investors Services, LLC | 0.09% | Reduce -16.2% | 309,732 | $34.2M |
| Advisory Services Network, LLC | 0.43% | Reduce -3.5% | 294,329 | $32.5M |
| Client First Capital LLC | 13.86% | Reduce -13.0% | 285,502 | $31.5M |
| Osaic Holdings, Inc. | 0.05% | Add +7.5% | 281,409 | $31.1M |
| Banco Santander, S.A. | 0.25% | Reduce -37.9% | 279,368 | $30.8M |
| Fund Evaluation Group, LLC | 0.94% | Add +2.4% | 277,555 | $30.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.3% | 267,729 | $29.6M |
| Zevin Asset Management LLC | 4.07% | Add +25.9% | 266,374 | $29.4M |
| Modern Wealth Management, LLC | 0.50% | Reduce -4.7% | 264,260 | $29.1M |
| Bull Oak Capital, LLC | 10.78% | Add +14.9% | 254,134 | $28.1M |
| Northwest Quadrant Wealth Management, LLC | 5.75% | Reduce -1.4% | 250,585 | $27.7M |
| Blueprint Investment Partners LLC | 2.72% | New | 241,691 | $26.7M |
| Janney Montgomery Scott LLC | 0.06% | Add +44.1% | 233,896 | $25.8M |
| Allred Capital Management, LLC | 9.31% | Reduce -4.2% | 231,639 | $25.6M |
| Mullooly Asset Management, Inc. | 9.35% | Add +3.1% | 229,384 | $25.3M |
| Legacy Advisory Services, LLC | 19.27% | Reduce -6.5% | 228,697 | $25.2M |
| HighTower Advisors, LLC | 0.03% | Reduce -8.6% | 218,748 | $24.1M |
| Bulltick Wealth Management, LLC | 5.26% | Reduce -29.7% | 215,694 | $23.8M |
| Alpha Zero LLC | 11.92% | Add +84.1% | 213,315 | $23.5M |
| Mariner, LLC | 0.03% | Reduce -6.1% | 199,891 | $22.1M |
| Sulzberger Capital Advisors, Inc. | 21.08% | Reduce -17.3% | 187,087 | $20.7M |
| Sumitomo Mitsui Financial Group, Inc. | 0.42% | Add +70.7% | 185,685 | $20.5M |
| Farther Finance Advisors, LLC | 0.19% | Add +6.7% | 183,613 | $20.2M |
| Sierra Legacy Group | 15.36% | Reduce -6.5% | 182,409 | $20.1M |
| Simon Quick Advisors, LLC | 0.91% | Reduce -2.5% | 179,300 | $19.8M |
| Norris Financial Group, LLC | 6.46% | Add +435.3% | 179,196 | $19.8M |
| Fifth Third Bancorp | 0.04% | Add +36333.9% | 175,976 | $19.4M |
| AdvisorNet Financial, Inc | 0.99% | Add +12.6% | 172,526 | $19.0M |
| Strategic Wealth Partners, Ltd. | 1.25% | Add +5.6% | 162,783 | $18.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.5% | 160,535 | $17.7M |
| KFA Private Wealth Group, LLC | 4.20% | Add +0.2% | 158,415 | $17.5M |
| Jane Street Group, LLC | 0.02% | Reduce -11.0% | 157,317 | $17.4M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +3.7% | 157,040 | $17.3M |
| Capstone Wealth Management Group, LLC | 7.20% | Reduce -4.5% | 155,706 | $17.2M |
| Midwest Professional Planners, LTD. | 4.04% | Add +9.7% | 155,474 | $17.2M |
| M. Kulyk & Associates, LLC | 3.20% | Reduce -4.3% | 155,128 | $17.1M |
| HSBC Holdings PLC | 0.01% | Reduce -33.9% | 152,620 | $16.8M |
| NewEdge Advisors, LLC | 0.06% | Add +1.6% | 145,787 | $16.1M |
| Independent Solutions Wealth Management, LLC | 2.36% | Add +29.8% | 145,014 | $16.0M |
| Fairvoy Private Wealth, LLC | 3.82% | Add +8.3% | 144,859 | $16.0M |
| Presidio Capital Management, LLC | 4.61% | Reduce -4.6% | 143,842 | $15.9M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -1.7% | 142,763 | $15.8M |
| Mascoma Wealth Management LLC | 3.20% | Reduce -27.9% | 140,462 | $15.5M |
| Equitable Holdings, Inc. | 0.10% | Add +135.1% | 138,295 | $15.2M |
| Principal Securities, Inc. | 0.22% | Add +465.4% | 137,329 | $15.2M |
| Smithfield Trust Co | 0.65% | Add +1.6% | 134,826 | $14.9M |
| Anchor Capital Advisors LLC | 0.42% | Reduce -1.0% | 134,791 | $14.9M |
| IPG Investment Advisors LLC | 2.48% | Reduce -10.8% | 130,628 | $14.4M |
| Personal Cfo Solutions, LLC | 1.99% | New | 128,329 | $14.2M |
| Silicon Valley Capital Partners | 1.39% | Reduce -2.8% | 128,263 | $14.2M |
| NerdWallet Wealth Partners, LLC | 6.13% | Reduce -6.6% | 127,248 | $14.0M |
| Kwmg, LLC | 1.16% | Add +4.3% | 125,721 | $13.9M |
| Trajan Wealth LLC | 0.55% | Reduce -10.5% | 124,400 | $13.7M |
| Creative Planning | 0.01% | Add +9.5% | 120,718 | $13.3M |
| U.S. Capital Wealth Advisors, LLC | 0.33% | Add +70.0% | 118,735 | $13.1M |
| AMG National Trust Bank | 0.28% | Add +25.6% | 115,953 | $12.8M |
| Blueprint Financial Advisors LLC | 1.86% | New | 113,465 | $12.5M |
| Banque Pictet & Cie SA | 0.14% | Reduce -5.0% | 113,089 | $12.5M |
| Udine Wealth Management, Inc. | 5.95% | Add +3.3% | 110,250 | $12.2M |
| CWA Asset Management Group, LLC | 0.42% | Add +43.0% | 109,875 | $12.1M |
| Lee Financial Co | 1.70% | Reduce -26.2% | 109,121 | $12.0M |
| Winch Advisory Services, LLC | 2.70% | Reduce -0.8% | 107,026 | $11.8M |
| Stolz & Associates, PS | 8.18% | Add +14.6% | 106,369 | $11.7M |
| Mayport, LLC | 2.16% | Add +0.4% | 105,240 | $11.6M |
| Twelve Points Wealth Management LLC | 2.53% | Reduce -16.6% | 104,097 | $11.5M |
| Dover Advisors, LLC | 4.63% | Add +122.9% | 101,407 | $11.2M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +15.7% | 101,108 | $11.2M |
| Farringdon Capital, Ltd. | 2.30% | No change | 95,088 | $10.5M |
| Prime Capital Investment Advisors, LLC | 0.12% | Add +328.4% | 94,040 | $10.4M |
| MinichMacGregor Wealth Management, LLC | 1.82% | Add +6.9% | 93,278 | $10.3M |
| Park Avenue Securities LLC | 0.08% | Add +244.0% | 90,692 | $10.0M |
| Stableford Capital II LLC | 3.72% | Add +130.0% | 90,648 | $10.0M |
| Oak Family Advisors, LLC | 3.08% | Add +3.6% | 90,593 | $10.0M |
| Arete Wealth Advisors, LLC | 0.75% | Reduce -8.2% | 90,540 | $10.0M |
| Meridian Wealth Management, LLC | 0.35% | Add +4.8% | 90,487 | $10.0M |
| StoneX Group Inc. | 0.54% | Add +44.2% | 90,099 | $9.9M |
| IronBridge Private Wealth, LLC | 3.16% | Add +65.8% | 88,764 | $9.8M |
| Alliancebernstein L.P. | 0.00% | Add +514.7% | 88,398 | $9.7M |
| Whalen Wealth Management Inc. | 5.06% | Reduce -17.8% | 85,491 | $9.4M |
| Aegis Wealth Management LLC | 5.33% | Add +0.6% | 84,398 | $9.3M |
| Crescent Grove Advisors, LLC | 0.91% | Reduce -57.6% | 83,399 | $9.2M |
| Main Street Financial Solutions, LLC | 0.67% | Add +1.3% | 82,614 | $9.1M |
| Paragon Capital Management Inc. | 7.69% | Reduce -17.9% | 82,208 | $9.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.9% | 81,580 | $9.0M |
| CVA Family Office, LLC | 0.94% | Add +5.8% | 81,047 | $8.9M |
| One Day In July LLC | 0.71% | Reduce -2.4% | 80,578 | $8.9M |
| Apex Wealth Management, LLC | 6.09% | Add +57.7% | 80,391 | $8.9M |
| Flow Traders U.S. LLC | 0.28% | Add +250.3% | 80,359 | $8.9M |
| Prudential PLC | 0.07% | New | 79,640 | $8.8M |
| Morris Financial Concepts, Inc. | 2.95% | Add +2.2% | 78,676 | $8.7M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +938.4% | 77,765 | $8.6M |
| Onyx Bridge Wealth Group LLC | 0.92% | Reduce -10.5% | 77,423 | $8.5M |
| SBI Securities Co., Ltd. | 0.23% | Add +169.4% | 77,351 | $8.5M |
| Mader & Shannon Wealth Management, Inc. | 3.95% | Add +171.4% | 77,279 | $8.5M |
| Pacifica Partners Inc. | 2.82% | Add +13.6% | 76,942 | $8.5M |
| VanWeelden Wealth Management, LLC | 6.57% | Reduce -2.6% | 74,648 | $8.2M |
| BNP Paribas Financial Markets | 0.01% | Add +4960.0% | 73,522 | $8.1M |
| RFG Advisory, LLC | 0.15% | Reduce -7.2% | 72,933 | $8.1M |
| United Bank | 1.02% | Reduce -0.7% | 72,290 | $8.0M |
| GatePass Capital, LLC | 3.89% | Reduce -7.8% | 71,235 | $7.9M |
| Citigroup Inc. | 0.01% | Add +127.0% | 70,814 | $7.8M |
| Adaptive Financial Consulting, LLC | 2.96% | Add +5.7% | 70,064 | $7.7M |
| Independent Financial Group, LLC | 0.17% | Reduce -3.6% | 68,152 | $7.5M |
| Greenleaf Trust | 0.07% | New | 67,543 | $7.5M |
| Citadel Advisors | 0.01% | New | 67,205 | $7.4M |
| Cwm, LLC | 0.02% | Reduce -4.4% | 67,174 | $7.4M |
| New York Life Investment Management LLC | 0.06% | Reduce -21.6% | 66,874 | $7.4M |
| Pacific Center for Financial Services | 1.86% | Add +3433.2% | 66,600 | $7.4M |
| Climber Capital SA | 4.78% | Reduce -23.6% | 66,175 | $7.3M |
| Bank of Montreal | 0.00% | Reduce -51.0% | 66,118 | $7.3M |
| Atria Investments, Inc | 0.08% | Add +92.1% | 65,940 | $7.3M |
| Luminist Capital LLC | 9.70% | Add +57.2% | 65,760 | $7.3M |
| Ironwood Investment Management LLC | 2.97% | Add +2.7% | 64,616 | $7.1M |
| Bfsg, LLC | 0.67% | Add +2.4% | 64,082 | $7.1M |
| Mutual Advisors, LLC | 0.15% | Add +6.1% | 63,584 | $7.0M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -11.2% | 62,722 | $6.9M |
| Wealth Alliance, LLC | 0.68% | Add +44.7% | 62,582 | $6.9M |
| Independent Advisor Alliance | 0.07% | Add +2916.2% | 61,802 | $6.8M |
| Guidance Capital, Inc. | 1.52% | Add +1.0% | 61,651 | $6.8M |
| Vernal Point Advisors, LLC | 2.74% | Reduce -3.5% | 61,001 | $6.7M |
| BDFS Capital LLC | 3.22% | Add +3.5% | 60,532 | $6.7M |
| Jones Financial Companies LLLP | 0.00% | Add +16.5% | 60,186 | $6.6M |
| Integrated Wealth Concepts LLC | 0.05% | Add +31.8% | 59,713 | $6.6M |
| DAVENPORT & Co LLC | 0.04% | Reduce -1.9% | 59,463 | $6.6M |
| Scotia Capital Inc. | 0.03% | Reduce -8.2% | 59,386 | $6.6M |
| Wedbush Securities Inc. | 0.19% | Add +3.6% | 59,182 | $6.5M |
| IFP Advisors, Inc | 0.13% | Reduce -19.2% | 58,870 | $6.5M |
| Hilltop Holdings Inc. | 0.59% | Add +134.8% | 58,765 | $6.5M |
| D.A. Davidson & Co. | 0.04% | Add +48.9% | 57,999 | $6.4M |
| Partners Capital Investment Group, LLP | 0.24% | Add +0.6% | 57,957 | $6.4M |
| Keybank National Association | 0.02% | Add +22.0% | 57,140 | $6.3M |
| Cambient Family Office, LLC | 0.87% | Add +8.5% | 56,489 | $6.2M |
| Alterna Wealth Management, Inc. | 4.69% | Reduce -15.4% | 56,096 | $6.2M |
| Capital Wealth Alliance, LLC | 2.80% | Add +2.0% | 56,064 | $6.2M |
| Asset One Wealth Management LLC | 0.68% | Add +2.9% | 55,894 | $6.2M |
| San Luis Wealth Advisors LLC | 1.02% | Add +4.9% | 55,611 | $6.1M |
| RIA Advisory Group LLC | 1.50% | Add +2.9% | 55,576 | $6.1M |
| Schroder Investment Management Group | 0.00% | New | 52,750 | $5.8M |
| Lido Advisors, LLC | 0.02% | Add +12.6% | 52,175 | $5.8M |
| Engineers Gate Manager LP | 0.07% | New | 51,667 | $5.7M |
| Procyon Advisors, LLC | 0.28% | Reduce -4.3% | 51,620 | $5.7M |
| Spartan Planning & Wealth Management | 4.21% | Add +1575.0% | 51,572 | $5.7M |
| Purewater Capital LLC | 5.46% | — | 51,563 | $5.7M |
| Larry Mathis Financial Planning, LLC | 5.10% | Add +633.7% | 51,532 | $5.7M |
| Calamos Wealth Management LLC | 0.20% | Reduce -6.1% | 51,516 | $5.7M |
| Calamos Advisors LLC | 0.03% | New | 51,516 | $5.7M |
| Private Advisor Group, LLC | 0.03% | Add +5.8% | 51,178 | $5.6M |
| American Investment Services, Inc. | 1.26% | Add +1.9% | 51,075 | $5.6M |
| Burling Wealth Partners, LLC | 0.91% | New | 51,027 | $5.6M |
| Alexander Labrunerie & Co., Inc. | 2.12% | Reduce -2.0% | 50,864 | $5.6M |
| Tucker Asset Management LLC | 1.65% | Reduce -7.7% | 49,930 | $5.5M |
| Baring Financial LLC | 3.32% | Add +5.9% | 49,159 | $5.4M |
| US Bancorp \de | 0.01% | Reduce -0.1% | 48,783 | $5.4M |
| Strategic Blueprint, LLC | 0.31% | Add +4.5% | 47,935 | $5.3M |
| Hixon Zuercher, LLC | 1.64% | Add +0.7% | 47,842 | $5.3M |
| North Star Investment Management Corp. | 0.32% | Add +214.9% | 47,389 | $5.2M |
| MAI Capital Management | 0.03% | Reduce -17.3% | 46,591 | $5.1M |
| Mgo One Seven LLC | 0.10% | Add +12.0% | 45,907 | $5.1M |
| AE Wealth Management LLC | 0.03% | Add +266.3% | 45,709 | $5.0M |
| Financial Management Network Inc. | 0.76% | Reduce -10.1% | 45,337 | $5.0M |
| Corient Private Wealth LP | 0.01% | Add +18.2% | 44,719 | $4.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +8.2% | 44,338 | $4.9M |
| Gould Asset Management LLC | 0.84% | Add +14.7% | 44,041 | $4.9M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +45.5% | 43,150 | $4.8M |
| Regal Investment Advisors LLC | 0.27% | Add +175.9% | 42,511 | $4.7M |
| HB Wealth Management, LLC | 0.03% | Add +0.8% | 42,329 | $4.7M |
| Heck Capital Advisors, LLC | 0.34% | Reduce -29.8% | 41,190 | $4.5M |
| Forum Financial Management, LP | 0.06% | Add +22.4% | 41,066 | $4.5M |
| EFG International AG | 0.09% | Add +2.3% | 38,967 | $4.3M |
| Cadia Private Client LLC | 3.46% | Reduce -0.7% | 38,604 | $4.3M |
| Cary Street Partners Financial LLC | 0.11% | Add +4.0% | 38,588 | $4.3M |
| Walker Financial Services, Inc. | 1.42% | Add +1.6% | 37,666 | $4.2M |
| Investment House LLC | 0.22% | Add +3.9% | 37,557 | $4.1M |
| Wealthspire Advisors, LLC | 0.03% | Add +0.3% | 37,398 | $4.1M |
| Ridgewood Investments LLC | 1.68% | — | 37,315 | $4.1M |
| Advisory Research Inc. | 0.50% | Add +10.8% | 37,117 | $4.1M |
| Greenspring Advisors, LLC | 0.25% | Reduce -1.6% | 37,060 | $4.1M |
| TD Private Client Wealth LLC | 0.08% | Reduce -6.2% | 36,622 | $4.0M |
| Trilogy Capital Inc. | 0.18% | Reduce -15.0% | 35,742 | $3.9M |
| Parallel Advisors, LLC | 0.07% | Reduce -13.1% | 35,420 | $3.9M |
| Investment Management Associates Inc. | 1.05% | Add +6.5% | 35,212 | $3.9M |
| Patton Fund Management, Inc. | 0.66% | Add +2.4% | 35,155 | $3.9M |
| Westview Management dba Westview Investment Advisors | 1.98% | Reduce -3.9% | 34,388 | $3.8M |
| Milestone Asset Management, LLC | 0.70% | Add +5.0% | 34,211 | $3.8M |
| Jordan Park Group LLC | 0.20% | New | 31,223 | $3.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +167.8% | 33,282 | $3.7M |
| Keystone Financial Group, Inc. | 1.91% | Add +0.4% | 33,280 | $3.7M |
| Insigneo Advisory Services, LLC | 0.26% | Reduce -8.3% | 33,188 | $3.7M |
| Heartland Bank & Trust Co | 0.82% | Add +78.3% | 32,982 | $3.6M |
| GWN Securities Inc. | 0.67% | Reduce -24.3% | 31,930 | $3.5M |
| Calton & Associates, Inc. | 0.51% | Add +92.8% | 31,845 | $3.5M |
| Alexis Investment Partners, LLC | 2.42% | Reduce -6.7% | 31,821 | $3.5M |
| Paladin Partners, LLC | 2.50% | Add +26.2% | 31,450 | $3.5M |
| Ascent Group, LLC | 0.12% | Add +2.8% | 31,273 | $3.5M |
| Premier Path Wealth Partners, LLC | 0.45% | Reduce -32.0% | 31,231 | $3.4M |
| James Investment Research, Inc. | 0.39% | Reduce -2.3% | 31,125 | $3.4M |
| Lowe Brockenbrough & Co. Inc. | 0.17% | Reduce -12.6% | 30,842 | $3.4M |
| TBH Global Asset Management, LLC | 0.67% | Reduce -11.5% | 30,268 | $3.3M |
| CoreCap Advisors, LLC | 0.11% | Reduce -24.0% | 29,709 | $3.3M |
| Kelleher Financial Advisors | 0.84% | Add +1090.9% | 29,618 | $3.3M |
| Institute for Wealth Management, LLC. | 0.35% | Add +5.9% | 29,625 | $3.3M |
| Ritholtz Wealth Management | 0.05% | Add +2.2% | 28,680 | $3.2M |
| Camarda Financial Advisors, LLC | 1.64% | Add +0.9% | 28,300 | $3.1M |
| Mainsail Financial Group, LLC | 1.28% | Reduce -3.8% | 27,749 | $3.1M |
| Advisortrust Partners, LLC | 1.23% | Add +237.3% | 26,708 | $2.9M |
| Net Worth Advisory Group | 0.61% | Reduce -16.6% | 26,633 | $2.9M |
| Marino, Stram & Associates LLC | 0.52% | Add +1.1% | 26,409 | $2.9M |
| Impact Partnership Wealth, LLC | 0.36% | Reduce -10.8% | 26,211 | $2.9M |
| Argent Advisors, Inc. | 0.79% | Reduce -27.6% | 26,181 | $2.9M |
| MMBG Investment Advisors Co. | 0.26% | Reduce -61.5% | 26,045 | $2.9M |
| Proficio Capital Partners LLC | 0.15% | Reduce -10.2% | 25,888 | $2.9M |
| Fermata Advisors, LLC | 0.64% | Add +47.9% | 25,881 | $2.9M |
| &partners | 0.01% | Reduce -5.8% | 25,703 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +3.1% | 25,642 | $2.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.5% | 25,399 | $2.8M |
| Ethos Financial Group, LLC | 0.20% | Add +21.5% | 25,326 | $2.8M |
| Chicago Wealth Management, Inc. | 1.08% | Add +86.5% | 24,400 | $2.7M |
| United Capital Financial Advisors, LLC | 0.02% | Add +1.2% | 24,383 | $2.7M |
| Delta Investment Management, LLC | 0.48% | Reduce -2.6% | 24,354 | $2.7M |
| KDK Private Wealth Management, LLC | 2.46% | Reduce -3.4% | 24,322 | $2.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.90% | Reduce -23.1% | 24,317 | $2.7M |
| Western Wealth Management, LLC | 0.10% | Add +415.8% | 24,092 | $2.7M |
| Core Wealth Partners LLC | 1.23% | Reduce -4.8% | 23,950 | $2.6M |
| Professional Advisory Services Inc. | 0.33% | Add +52.5% | 23,767 | $2.6M |
| Clark Capital Management Group, Inc. | 0.02% | New | 23,758 | $2.6M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -30.2% | 23,674 | $2.6M |
| Spire Wealth Management | 0.09% | Reduce -5.1% | 23,627 | $2.6M |
| Madson Wealth Advisors Inc | 2.15% | — | 23,374 | $2.6M |
| Financial Discovery Group Inc. | 5.90% | — | 22,887 | $2.5M |
| Formidable Asset Management, LLC | 0.39% | Add +233.0% | 22,860 | $2.5M |
| Blair William & Co. | 0.01% | Reduce -1.2% | 22,441 | $2.5M |
| Tempus Wealth Planning, LLC | 0.57% | Add +23.6% | 22,437 | $2.5M |
| Mission Creek Capital Partners, Inc. | 0.49% | Add +10.0% | 22,425 | $2.5M |
| Shepherd Kaplan Krochuk, LLC | 2.05% | Reduce -7.7% | 22,079 | $2.4M |
| Foundry Financial Group, Inc. | 1.21% | Add +6.1% | 22,021 | $2.4M |
| AXS Investments LLC | 0.97% | Add +111.7% | 21,803 | $2.4M |
| Axxcess Wealth Management, LLC | 0.08% | Add +11.6% | 21,749 | $2.4M |
| Weaver Consulting Group | 0.57% | Reduce -9.3% | 21,688 | $2.4M |
| Strategy Asset Managers LLC | 0.38% | Reduce -1.7% | 21,054 | $2.3M |
| Eagle Rock Investment Company, LLC | 0.34% | No change | 21,005 | $2.3M |
| Sweeney & Michel, LLC | 0.68% | Add +0.6% | 20,841 | $2.3M |
| Realta Investment Advisors | 0.79% | Add +2.8% | 20,674 | $2.3M |
| Private Advisory Group LLC | 0.16% | Reduce -0.4% | 20,317 | $2.2M |
| Compound Planning, Inc. | 0.07% | Reduce -4.2% | 20,316 | $2.2M |
| Capital Advisors, Ltd. LLC | 0.25% | Reduce -2.8% | 20,283 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +74.6% | 20,217 | $2.2M |
| Prospera Financial Services Inc | 0.04% | Add +25.3% | 20,032 | $2.2M |
| Destination Wealth Management | 0.06% | Add +20.0% | 19,900 | $2.2M |
| Ehrlich Financial Group | 1.23% | Add +28.7% | 19,446 | $2.1M |
| Financial Plan, Inc. | 0.23% | Reduce -3.3% | 19,275 | $2.1M |
| Abacus Planning Group, Inc. | 0.28% | No change | 19,120 | $2.1M |
| HFG Advisors, Inc. | 1.43% | Add +2.9% | 18,428 | $2.0M |
| Hudson Portfolio Management LLC | 1.71% | Add +41.0% | 18,360 | $2.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +6.8% | 18,403 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.7% | 18,154 | $2.0M |
| Atticus Wealth Management, LLC | 0.54% | Reduce -22.0% | 18,052 | $2.0M |
| Aspiriant, LLC | 0.06% | Reduce -0.6% | 17,831 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | New | 17,793 | $2.0M |
| Signal Advisors Wealth, LLC | 0.13% | Add +106.8% | 17,759 | $2.0M |
| Waverly Advisors, LLC | 0.01% | Add +160.8% | 17,325 | $1.9M |
| GenWealth Group, Inc. | 0.32% | Reduce -3.0% | 17,205 | $1.9M |
| Fiduciary Financial Group, LLC | 0.25% | Add +5.3% | 16,942 | $1.9M |
| Legacy Wealth Advisors, LLC | 0.95% | Reduce -0.7% | 16,903 | $1.9M |
| Vise Technologies, Inc. | 0.04% | No change | 16,763 | $1.8M |
| Retirement Capital Strategies | 0.70% | Add +92.8% | 16,679 | $1.8M |
| Perennial Advisors, LLC | 0.31% | Add +14.4% | 16,513 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +231.2% | 16,479 | $1.8M |
| Robinson Value Management, Ltd. | 1.01% | Reduce -52.8% | 16,363 | $1.8M |
| Centaurus Financial, Inc. | 0.09% | Add +22.5% | 16,343 | $1.8M |
| Financial Management Professionals, Inc. | 0.20% | No change | 16,221 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -6.2% | 16,215 | $1.8M |
| Beacon Capital Management, Inc. | 0.10% | Reduce -56.0% | 16,184 | $1.8M |
| Benedict Financial Advisors Inc. | 0.36% | Add +18.8% | 15,775 | $1.7M |
| LightSquare Wealth Management, LLC | 1.29% | — | 15,605 | $1.7M |
| Inspirion Wealth Advisors, LLC | 0.21% | Reduce -15.4% | 15,390 | $1.7M |
| SVB Wealth LLC | 0.11% | Reduce -15.4% | 15,379 | $1.7M |
| Central Bank & Trust Co. | 0.26% | Reduce -0.2% | 15,222 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -8.3% | 15,100 | $1.7M |
| Balentine LLC | 0.07% | No change | 15,026 | $1.7M |
| Patten & Patten Inc. | 0.10% | No change | 14,964 | $1.7M |
| WCG Wealth Advisors LLC | 0.05% | Add +8.4% | 14,910 | $1.6M |
| Prosperity Advisers, LLC | 1.37% | Reduce -1.7% | 14,904 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.5% | 14,882 | $1.6M |
| Legacy Wealth Partners, LLC | 0.41% | Add +12.0% | 14,674 | $1.6M |
| Shepherd Financial Partners LLC | 0.15% | Reduce -40.5% | 14,624 | $1.6M |
| Birchcreek Wealth Management, LLC | 0.77% | Add +0.3% | 14,538 | $1.6M |
| Kings Path Partners LLC | 0.55% | Reduce -13.4% | 14,376 | $1.6M |
| Latitude Advisors, LLC | 0.73% | New | 14,370 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +124.3% | 14,118 | $1.6M |
| Bosman Wealth Management, LLC | 1.36% | Reduce -1.1% | 14,051 | $1.6M |
| Hardworking Capital Advisors, LLC | 1.43% | Reduce -15.0% | 13,867 | $1.5M |
| Integrated Advisors Network LLC | 0.08% | Add +206.2% | 13,862 | $1.5M |
| Authentikos Wealth Advisory, LLC | 1.02% | Reduce -12.9% | 13,735 | $1.5M |
| Estate Counselors, LLC | 0.13% | Reduce -80.8% | 13,700 | $1.5M |
| Arkfeld Wealth Strategies, L.L.C. | 0.47% | Add +0.7% | 13,530 | $1.5M |
| Old National Bancorp | 0.03% | Reduce -41.7% | 13,498 | $1.5M |
| Wick Capital Partners, LLC | 0.27% | Add +4.0% | 13,419 | $1.5M |
| Virtue Capital Management, LLC | 0.22% | Reduce -11.4% | 13,294 | $1.5M |
| Brown Advisory Inc. | 0.00% | Add +15.8% | 13,070 | $1.4M |
| AQR Capital Management | 0.00% | Add +449.0% | 13,049 | $1.4M |
| Cibc World Market Inc. | 0.00% | Reduce -25.5% | 12,991 | $1.4M |
| Courage Miller Partners, LLC | 0.39% | Add +36.9% | 12,575 | $1.4M |
| World Investment Advisors | 0.02% | Add +60.3% | 12,572 | $1.4M |
| National Wealth Management Group, LLC | 0.51% | Reduce -3.7% | 12,321 | $1.4M |
| Rehmann Capital Advisory Group | 0.07% | Add +0.6% | 12,221 | $1.3M |
| Tru Independence Asset Management 2, LLC | 0.82% | Reduce -45.5% | 12,077 | $1.3M |
| Sage Advisory Services, Ltd.Co. | 0.73% | No change | 12,078 | $1.3M |
| Burford Brothers, Inc. | 0.54% | New | 12,009 | $1.3M |
| Fonville Wealth Management LLC | 0.25% | Reduce -7.9% | 11,906 | $1.3M |
| Ifrah Financial Services, Inc. | 0.35% | Add +17.1% | 11,862 | $1.3M |
| Money Concepts Capital Corp. | 0.07% | Add +432.7% | 11,825 | $1.3M |
| Voya Financial Advisors, Inc. | 0.13% | Add +13.0% | 11,822 | $1.3M |
| Arkadios Wealth Advisors | 0.02% | Add +28.5% | 11,802 | $1.3M |
| Western Financial Corp | 0.51% | Reduce -3.8% | 11,756 | $1.3M |
| Advisory Alpha, LLC | 0.04% | Reduce -0.8% | 11,721 | $1.3M |
| Lowery Thomas, LLC | 0.74% | Add +12.2% | 11,661 | $1.3M |
| Crews Bank & Trust | 0.18% | Reduce -4.9% | 11,478 | $1.3M |
| Pathway Financial Advisors LLC | 0.16% | Reduce -0.7% | 11,401 | $1.3M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.9% | 11,307 | $1.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.1% | 11,121 | $1.2M |
| One Capital Management, LLC | 0.03% | Add +0.4% | 11,118 | $1.2M |
| Legacy Wealth Managment, LLC | 0.61% | Add +12.3% | 11,114 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | Add +8.1% | 11,113 | $1.2M |
| Darden Wealth Group Inc | 0.61% | Reduce -1.7% | 10,813 | $1.2M |
| Savvy Advisors, Inc. | 0.03% | Reduce -11.0% | 10,758 | $1.2M |
| Choreo, LLC | 0.01% | Reduce -2.8% | 10,657 | $1.2M |
| Compass Ion Advisors, LLC | 0.11% | Reduce -5.7% | 10,640 | $1.2M |
| Founders Grove Wealth Partners, LLC | 0.27% | Reduce -1.7% | 10,625 | $1.2M |
| Frontier Asset Management, LLC | 0.24% | Reduce -0.0% | 10,524 | $1.2M |
| Edgemoor Investment Advisors, Inc. | 0.09% | Reduce -1.9% | 10,510 | $1.2M |
| National Bank of Canada | 0.00% | Reduce -40.0% | 10,488 | $1.2M |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -3.9% | 10,473 | $1.2M |
| Cidel Asset Management Inc. | 0.06% | No change | 10,449 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -11.8% | 10,333 | $1.1M |
| Two Sigma Securities, LLC | 0.13% | New | 10,249 | $1.1M |
| Bison Wealth, LLC | 0.11% | Add +3.2% | 10,203 | $1.1M |
| Leelyn Smith, LLC | 0.16% | Add +43.7% | 10,159 | $1.1M |
| Brian Low Financial Group, LLC | 0.74% | Add +0.5% | 9,858 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Add +481.9% | 9,683 | $1.1M |
| Arrien Investments, Inc. | 0.57% | Reduce -6.5% | 9,544 | $1.1M |
| Navigate Wealth Management, LLC | 0.73% | — | 9,475 | $1.0M |
| Lincoln Capital Corp. | 0.38% | Reduce -1.9% | 9,460 | $1.0M |
| Concord Wealth Partners | 0.14% | Reduce -96.8% | 9,430 | $1.0M |
| KDT Advisors, LLC | 1.65% | Reduce -44.3% | 9,409 | $1.0M |
| Balefire, LLC | 0.20% | Add +3.3% | 9,402 | $1.0M |
| Intellus Advisors LLC | 0.14% | Add +84.7% | 9,381 | $1.0M |
| Elevation Capital Advisory, LLC | 0.44% | New | 9,365 | $1.0M |
| Arkos Global Advisors | 0.13% | No change | 9,258 | $1.0M |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 9,235 | $1.0M |
| Consilium Wealth Advisory, LLC | 0.34% | Reduce -2.9% | 9,125 | $1.0M |
| Rosenberg Matthew Hamilton | 0.21% | No change | 9,119 | $1.0M |
| Silverlake Wealth Management LLC | 0.21% | Add +47.7% | 9,063 | $1.0M |
| Leavell Investment Management, Inc. | 0.04% | Reduce -2.2% | 9,002 | $994K |
| WealthBridge Capital Management, LLC | 0.23% | New | 8,966 | $990K |
| Whittier Trust Co. | 0.01% | No change | 8,872 | $977K |
| Trustmark Bank Trust Department | 0.06% | Reduce -8.9% | 8,817 | $973K |
| Belvedere Trading LLC | 0.13% | Add +4.5% | 8,773 | $968K |
| Eagle Global Advisors LLC | 0.03% | Add +4.2% | 8,769 | $968K |
| Principia Wealth Advisory, LLC | 0.54% | Reduce -57.0% | 8,644 | $954K |
| Miramontes Capital, LLC | 0.33% | Reduce -6.1% | 8,616 | $951K |
| WealthTrak Capital Management LLC | 0.68% | No change | 8,591 | $948K |
| Keel Point, LLC | 0.06% | Reduce -27.7% | 8,487 | $937K |
| Ameritas Advisory Services, LLC | 0.04% | Add +60.5% | 8,457 | $934K |
| Sovereign Financial Group, Inc. | 0.16% | Add +27.7% | 8,358 | $923K |
| Plum Street Advisors, LLC | 0.32% | No change | 8,304 | $917K |
| ABLE Financial Group, LLC | 0.18% | New | 8,287 | $915K |
| First Wilshire Securities Management Inc. | 0.21% | Add +55.1% | 8,282 | $914K |
| Black Diamond Financial, LLC | 0.10% | Add +38.7% | 8,251 | $911K |
| Thompson David Blair | 0.52% | New | 8,244 | $910K |
| Fortis Advisors, LLC | 0.46% | Add +0.6% | 8,228 | $908K |
| Spinnaker Investment Group, LLC | 0.18% | Reduce -8.9% | 8,162 | $901K |
| Kovack Advisors, Inc. | 0.05% | Add +0.7% | 8,098 | $893K |
| Transcendent Capital Group LLC | 0.41% | Add +0.1% | 8,065 | $890K |
| Keebeck Wealth Management | 0.10% | Reduce -70.7% | 8,008 | $884K |
| Schrum Private Wealth Management LLC | 0.67% | Add +2.9% | 7,939 | $876K |
| Sidoxia Capital Management, LLC | 0.75% | — | 7,833 | $865K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -45.6% | 7,815 | $863K |
| Sierra Capital LLC | 0.09% | Add +2.5% | 7,754 | $856K |
| Montecito Bank & Trust | 0.14% | Reduce -2.5% | 7,735 | $854K |
| Clearstead Advisors, LLC | 0.01% | Reduce -15.8% | 7,711 | $851K |
| Signaturefd, LLC | 0.01% | New | 7,706 | $851K |
| Global View Capital Management LLC | 0.22% | Reduce -2.0% | 7,666 | $846K |
| Boston Family Office LLC | 0.06% | Reduce -6.8% | 7,559 | $834K |
| Index Fund Advisors, Inc. | 0.04% | New | 7,538 | $832K |
| Crusonia Wealth Advisors LLC | 0.17% | Reduce -47.1% | 7,455 | $823K |
| Jacobi Capital Management LLC | 0.05% | Add +3.9% | 7,447 | $822K |
| Allianz SE | 0.01% | Add +2031.5% | 7,439 | $821K |
| LWM Advisory Services, LLC | 0.88% | Add +87.5% | 7,434 | $821K |
| Core Wealth Advisors, Inc. | 0.20% | Reduce -14.3% | 7,417 | $819K |
| Sowell Financial Services LLC | 0.03% | Add +1.7% | 7,414 | $818K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +13.4% | 7,392 | $816K |
| Avalon Capital Management | 0.23% | Reduce -4.2% | 7,363 | $813K |
| Flagstar Securities, Inc. | 0.29% | Add +0.1% | 7,302 | $806K |
| Blalock Williams, LLC | 0.62% | Reduce -0.8% | 7,254 | $801K |
| NWF Advisory Services Inc. | 0.09% | Add +123.9% | 7,040 | $777K |
| Roble, Belko & Company, Inc | 0.10% | No change | 7,033 | $776K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +10.8% | 7,029 | $776K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -30.1% | 7,028 | $776K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +62.4% | 6,969 | $769K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -10.1% | 6,842 | $755K |
| United Advisor Group, LLC | 0.09% | New | 6,830 | $754K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.34% | Reduce -32.2% | 6,814 | $752K |
| Sigma Planning Corp | 0.02% | Add +10.4% | 6,779 | $748K |
| Woodley Farra Manion Portfolio Management Inc. | 0.04% | No change | 6,754 | $746K |
| Dominguez Wealth Management Solutions, Inc. | 0.45% | Reduce -8.0% | 6,713 | $741K |
| Stewardship Concepts Financial Services LLC | 0.58% | Reduce -18.7% | 6,710 | $741K |
| Algorithmic Investment Models, LLC | 0.91% | Reduce -1.8% | 6,670 | $736K |
| Grand Central Investment Group | 0.54% | Add +2.5% | 6,559 | $724K |
| Gryphon Financial Partners LLC | 0.08% | No change | 6,540 | $722K |
| Gotham Asset Management | 0.00% | No change | 6,539 | $722K |
| Capital Management Associates, Inc | 0.16% | New | 6,496 | $717K |
| Archer Investment Corp | 0.15% | Add +4.9% | 6,464 | $714K |
| Geometric Wealth Advisors | 0.09% | Add +0.6% | 6,457 | $713K |
| Advisor OS, LLC | 0.05% | Reduce -2.8% | 6,433 | $710K |
| Gateway Wealth Partners, LLC | 0.03% | New | 6,425 | $709K |
| Private Trust Co. NA | 0.06% | Reduce -47.2% | 6,424 | $709K |
| Sandy Cove Advisors, LLC | 0.21% | No change | 6,419 | $709K |
| HighPoint Advisor Group LLC | 0.03% | Add +18.9% | 6,414 | $708K |
| Savant Capital, LLC | 0.00% | No change | 6,209 | $685K |
| VestGen Advisors, LLC | 0.02% | New | 6,202 | $683K |
| Integrity Alliance, Llc. | 0.03% | Reduce -0.5% | 6,127 | $676K |
| Pinnacle Associates Ltd. | 0.01% | Add +30.7% | 6,101 | $673K |
| Shared Vision Wealth Group LLC | 0.27% | New | 6,006 | $663K |
| Foster Group, Inc. | 0.02% | Reduce -0.0% | 5,959 | $658K |
| Mayflower Financial Advisors, LLC | 0.08% | Add +2.0% | 5,896 | $651K |
| Castle Rock Wealth Management, LLC | 0.14% | Add +0.3% | 5,856 | $645K |
| Norris Perne & French LLP | 0.03% | Add +2.7% | 5,783 | $638K |
| Brighton Jones LLC | 0.01% | New | 5,723 | $632K |
| Armstrong Advisory Group, Inc. | 0.04% | Reduce -1.4% | 5,720 | $631K |
| Aries Wealth Management | 0.14% | Reduce -20.6% | 5,609 | $619K |
| Leibman Financial Services, Inc. | 0.45% | Reduce -1.8% | 5,551 | $613K |
| Ceeto Capital Group, LLC | 0.19% | No change | 5,500 | $607K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.1% | 5,494 | $606K |
| Nvwm, LLC | 0.13% | New | 5,462 | $603K |
| Sage Financial Group Inc. | 0.04% | Add +0.6% | 5,457 | $602K |
| Aft, Forsyth & Company, Inc. | 0.28% | Reduce -11.3% | 5,414 | $598K |
| NorthRock Partners, LLC | 0.01% | Add +0.7% | 5,375 | $593K |
| Finley Financial, LLC | 0.27% | Reduce -17.1% | 5,290 | $584K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +0.4% | 5,266 | $581K |
| Insight Wealth Partners, LLC | 0.23% | Reduce -27.8% | 5,261 | $581K |
| Jessup Wealth Management, Inc | 0.21% | Add +6.7% | 5,223 | $577K |
| Solstein Capital, LLC | 0.24% | Reduce -23.7% | 5,196 | $574K |
| Chesapeake Wealth Management | 0.17% | New | 5,164 | $570K |
| Sicart Associates LLC | 0.15% | No change | 5,150 | $569K |
| Investment Partners Asset Management, Inc. | 0.35% | Reduce -3.2% | 5,105 | $564K |
| Valpey Financial Services, LLC | 0.36% | Reduce -12.5% | 4,991 | $551K |
| J. R. Prunier Capital Management LLC | 0.23% | Add +0.6% | 4,929 | $544K |
| Rinkey Investments | 0.14% | Reduce -2.4% | 4,850 | $535K |
| Archford Capital Strategies, LLC | 0.06% | Reduce -9.1% | 4,776 | $527K |
| GLR Partners, LLC | 0.29% | — | 4,750 | $524K |
| Wealthcare Capital Management LLC | 0.05% | No change | 4,646 | $513K |
| VestGen Investment Management | 0.28% | Add +15.1% | 4,622 | $510K |
| Sfmg, LLC | 0.03% | Reduce -19.1% | 4,536 | $501K |
| McDonald Partners LLC | 0.12% | No change | 4,500 | $497K |
| Quadcap Wealth Management, LLC | 0.06% | New | 4,464 | $493K |
| Bayshore Capital Advisors, LLC | 0.21% | Reduce -5.3% | 4,453 | $492K |
| Lake Hills Wealth Management, LLC | 0.27% | Add +8.5% | 4,404 | $486K |
| Quantinno Capital Management LP | 0.00% | New | 4,352 | $480K |
| Virtus Family Office LLC | 0.40% | Add +62.5% | 4,292 | $474K |
| Bank of New York Mellon Corp | 0.00% | Reduce -52.5% | 4,290 | $474K |
| Physician Wealth Solutions Inc. | 0.20% | Add +26.9% | 4,285 | $473K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -45.0% | 4,266 | $471K |
| TCP Asset Management, LLC | 0.06% | No change | 4,265 | $471K |
| Chatterton & Associates Inc. | 0.33% | Reduce -5.6% | 4,257 | $469K |
| EdgeRock Capital LLC | 0.13% | Reduce -38.6% | 4,246 | $469K |
| High Note Wealth, LLC | 0.09% | Reduce -1.1% | 4,207 | $464K |
| Raelipskie Partnership | 0.20% | No change | 4,200 | $464K |
| Intergy Private Wealth, LLC | 0.14% | Add +2.6% | 4,179 | $461K |
| Absolute Capital Management, LLC | 0.15% | New | 4,087 | $451K |
| Roberts Financial Services LLC | 0.14% | Reduce -46.0% | 4,037 | $446K |
| NorthCoast Asset Management LLC | 0.01% | No change | 4,025 | $444K |
| Composition Wealth, LLC | 0.01% | Reduce -41.8% | 4,025 | $444K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -1.4% | 4,023 | $444K |
| 55 North Private Wealth, LLC | 0.11% | Reduce -25.3% | 3,988 | $440K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 3,974 | $439K |
| TruWealth Advisors, LLC | 0.02% | New | 3,962 | $437K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -91.0% | 3,956 | $437K |
| Stanley-Laman Group, Ltd. | 0.05% | Reduce -0.3% | 3,934 | $434K |
| LifePlan Investment Advisors, Inc. | 0.17% | New | 3,924 | $433K |
| Turning Point Benefit Group, Inc. | 0.28% | Add +69.3% | 3,927 | $432K |
| Brooklyn Investment Group | 0.01% | Reduce -26.9% | 3,916 | $432K |
| Fortis Group Advisors, LLC | 0.07% | Reduce -52.6% | 3,905 | $431K |
| Ted Buchan & Co | 0.16% | Add +0.0% | 3,900 | $431K |
| Apella Capital, LLC | 0.01% | Reduce -38.5% | 3,899 | $430K |
| North Capital, Inc. | 0.36% | No change | 3,891 | $430K |
| Apollon Wealth Management, LLC | 0.01% | No change | 3,876 | $428K |
| Bearing Point Capital, LLC | 0.07% | Reduce -6.5% | 3,875 | $428K |
| Tortoise Investment Management, LLC | 0.04% | Reduce -0.1% | 3,860 | $426K |
| Flagship Private Wealth, LLC | 0.17% | Reduce -24.8% | 3,840 | $424K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -54.0% | 3,831 | $423K |
| Nwam LLC | 0.02% | Add +38.9% | 3,751 | $414K |
| Fiducient Advisors LLC | 0.05% | New | 3,743 | $413K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -9.2% | 3,630 | $401K |
| Investment Partners, LTD. | 0.14% | No change | 3,627 | $400K |
| Tompkins Financial Corp. | 0.03% | No change | 3,626 | $400K |
| LTG Capital LLC | 0.31% | No change | 3,620 | $400K |
| Fortitude Advisory Group L.L.C. | 0.18% | Add +6.7% | 3,599 | $397K |
| Innova Wealth Partners | 0.19% | Reduce -34.9% | 3,559 | $393K |
| Lynch Investment Planning, LLC | 0.35% | Reduce -4.4% | 3,523 | $389K |
| Heritage Oak Wealth Advisors LLC | 0.12% | Reduce -13.7% | 3,505 | $387K |
| Argent Trust Co | 0.01% | No change | 3,459 | $382K |
| 1834 Investment Advisors Co. | 0.05% | No change | 3,423 | $378K |
| Parsonex Advisory Services, Inc. | 0.37% | New | 3,416 | $377K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +5.6% | 3,398 | $375K |
| Lloyd Advisory Services, LLC. | 0.11% | Add +67500.0% | 3,380 | $373K |
| Kingdom Financial Group LLC. | 0.11% | Add +577.4% | 3,380 | $373K |
| J.Safra Asset Management Corp | 0.02% | Reduce -15.9% | 3,377 | $373K |
| Aprio Wealth Management, LLC | 0.02% | Add +14.2% | 3,374 | $372K |
| Regatta Capital Group, LLC | 0.06% | Reduce -14.9% | 3,335 | $368K |
| First Horizon Corp. | 0.02% | Reduce -61.8% | 3,318 | $366K |
| Obsidian Cio, LLC | 0.33% | Add +13.3% | 3,312 | $366K |
| Probity Advisors, Inc. | 0.06% | Reduce -2.2% | 3,306 | $365K |
| Dopkins Wealth Management, LLC | 0.14% | No change | 3,261 | $360K |
| Salem Investment Counselors Inc. | 0.01% | No change | 3,250 | $359K |
| M&T Bank Corp | 0.00% | No change | 3,250 | $359K |
| Romano Brothers and Company | 0.04% | Reduce -1.5% | 3,220 | $355K |
| MFA Wealth Services | 0.23% | Reduce -12.5% | 3,215 | $355K |
| Strategic Financial Partners, Ltd. | 0.15% | Reduce -0.8% | 3,172 | $350K |
| Freestone Capital Holdings, LLC | 0.01% | New | 3,104 | $343K |
| Transcend Capital Advisors, LLC | 0.03% | New | 3,103 | $343K |
| IFC & Insurance Marketing, Inc. | 0.35% | Add +66.9% | 3,059 | $338K |
| Slagle Financial, LLC | 0.11% | New | 3,046 | $336K |
| Values First Advisors, Inc. | 0.17% | Add +25.5% | 3,025 | $334K |
| GeoWealth Management, LLC | 0.01% | Reduce -5.5% | 3,015 | $333K |
| Triumph Capital Management | 0.07% | Reduce -44.5% | 2,951 | $326K |
| RDA Financial Network | 0.08% | Reduce -3.1% | 2,950 | $326K |
| Stillwater Private Wealth, LLC | 0.28% | — | 2,950 | $325K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 2,882 | $318K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -31.5% | 2,875 | $317K |
| Cairn Investment Group, Inc. | 0.16% | Reduce -3.4% | 2,875 | $317K |
| Fiduciary Alliance LLC | 0.02% | Reduce -91.3% | 2,833 | $312K |
| Clarity Financial LLC | 0.03% | Reduce -3.0% | 2,808 | $310K |
| Vestcor Inc | 0.01% | Add +3.1% | 2,810 | $310K |
| Prosperity Financial Group, Inc. | 0.11% | New | 2,791 | $308K |
| B.O.S.S. Retirement Advisors, LLC | 0.09% | New | 2,774 | $306K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -99.3% | 2,763 | $305K |
| GTS Securities LLC | 0.01% | Reduce -93.0% | 2,730 | $301K |
| Ballast Rock Private Wealth LLC | 0.16% | No change | 2,700 | $298K |
| Root Financial Partners, LLC | 0.01% | Reduce -10.0% | 2,671 | $295K |
| Accelerate Investment Advisors LLC | 0.20% | New | 2,650 | $293K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +8.7% | 2,638 | $291K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -10.2% | 2,637 | $291K |
| Almanack Investment Partners, LLC. | 0.05% | No change | 2,634 | $291K |
| Clark Asset Management, LLC | 0.03% | Add +1.7% | 2,627 | $290K |
| Private Client Services, LLC | 0.09% | Reduce -11.9% | 2,627 | $290K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.0% | 2,617 | $289K |
| Valmark Advisers, Inc. | 0.00% | New | 2,615 | $289K |
| Excalibur Management Corp. | 0.10% | Add +20.0% | 2,592 | $286K |
| Trueblood Wealth Management, LLC | 0.11% | Add +17.5% | 2,553 | $282K |
| American Institute for Advanced Investment Management, LLP | 0.18% | Add +9.9% | 2,550 | $281K |
| Diversify Wealth Management, LLC | 0.01% | New | 2,539 | $280K |
| Magnus Financial Group LLC | 0.02% | Add +24.7% | 2,527 | $279K |
| Millennium Management | 0.00% | New | 2,503 | $276K |
| Cunning Capital Partners, LP | 0.14% | No change | 2,500 | $276K |
| RMR Wealth Builders | 0.02% | Add +3.9% | 2,478 | $274K |
| Entelevest, LLC | 0.28% | Reduce -31.4% | 2,469 | $273K |
| LFA - Lugano Financial Advisors SA | 0.14% | Add +597.2% | 2,482 | $272K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -94.9% | 2,467 | $272K |
| Vermillion & White Wealth Management Group, LLC | 0.16% | No change | 2,450 | $270K |
| Baker Ellis Asset Management LLC | 0.03% | No change | 2,450 | $270K |
| Sugar Maple Asset Management, LLC | 0.16% | No change | 2,443 | $270K |
| CENTRAL TRUST Co | 0.01% | No change | 2,434 | $269K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | Add +143.7% | 2,432 | $268K |
| Mission Wealth Management, LP | 0.01% | Add +7.7% | 2,359 | $260K |
| Howard Bailey Securities, LLC | 0.11% | New | 2,359 | $260K |
| Merited Wealth, LLC | 0.21% | Add +13.1% | 2,339 | $258K |
| Samara Investment Management, LLC | 0.27% | — | 2,338 | $258K |
| Thrivent Financial for Lutherans | 0.00% | No change | 2,317 | $256K |
| Tanager Wealth Management LLP | 0.02% | No change | 2,300 | $254K |
| Omnitrust Wealth Management, Inc | 0.32% | Reduce -9.5% | 2,267 | $250K |
| Innovative Wealth Building LLC | 0.17% | New | 2,215 | $245K |
| Trek Financial, LLC | 0.01% | Reduce -12.0% | 2,201 | $243K |
| Arax Advisory Partners | 0.01% | Reduce -75.3% | 2,197 | $243K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -5.4% | 2,182 | $241K |
| Crane Advisory, LLC | 0.04% | Reduce -31.1% | 2,144 | $236K |
| GC Wealth Management RIA, LLC | 0.01% | Add +3.1% | 2,107 | $233K |
| Summit Wealth Partners, LLC | 0.04% | Reduce -4.9% | 2,107 | $233K |
| Daner Wealth Management, LLC | 0.14% | No change | 2,100 | $231K |
| Wedmont Private Capital | 0.01% | No change | 2,088 | $230K |
| Koshinski Asset Management, Inc. | 0.01% | Reduce -1.4% | 2,079 | $230K |
| Laurel Wealth Advisors LLC | 0.02% | Add +167.7% | 2,075 | $229K |
| Significant Wealth Partners LLC | 0.28% | New | 2,052 | $227K |
| Synergy Asset Management, LLC | 0.02% | New | 2,029 | $224K |
| Wealth Management Associates, Inc. | 0.08% | No change | 2,000 | $221K |
| Salomon & Ludwin, LLC | 0.02% | Add +0.1% | 1,995 | $220K |
| WealthCare Investment Partners, LLC | 0.06% | Add +0.6% | 1,975 | $218K |
| Silver Oak Wealth Advisors Services, LLC | 0.14% | New | 1,960 | $216K |
| International Private Wealth Advisors LLC | 0.13% | New | 1,946 | $215K |
| Lauterbach Financial Advisors, LLC | 0.10% | Add +0.6% | 1,943 | $215K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -13.9% | 1,943 | $214K |
| BridgePort Financial Solutions, LLC | 0.06% | Reduce -13.0% | 1,940 | $214K |
| Integrity Advisory Solutions, LLC | 0.03% | New | 1,905 | $210K |
| Bluedoor Private Wealth, LLC | 0.10% | No change | 1,888 | $208K |
| Maripau Wealth Management LLC | 0.09% | New | 1,879 | $207K |
| Retirement Guys Formula LLC | 0.09% | New | 1,863 | $206K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 1,863 | $206K |
| Founders Financial Securities LLC | 0.01% | Reduce -23.7% | 1,855 | $204K |
| Smith Salley Wealth Management | 0.01% | No change | 1,840 | $203K |
| Sound Portfolio Advisors, LLC | 0.16% | No change | 1,825 | $201K |
| StrongBox Wealth, LLC | 0.06% | New | 1,820 | $201K |
| Investors Research Corp | 0.04% | Add +3.1% | 1,673 | $185K |
| Quest 10 Wealth Builders, Inc. | 0.15% | Add +1194.2% | 1,566 | $173K |
| Geneos Wealth Management Inc. | 0.00% | Add +79.9% | 1,560 | $172K |
| Richards, Merrill & Peterson, Inc. | 0.06% | New | 1,450 | $160K |
| Gould Capital, LLC | 0.09% | Reduce -95.9% | 1,359 | $150K |
| Global Assets Advisory, LLC | 0.04% | New | 5,400 | $142K |
| Wealth Preservation Advisors, LLC | 0.11% | Reduce -25.5% | 1,224 | $135K |
| Sound Income Strategies, LLC | 0.01% | Add +17128.6% | 1,206 | $133K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -4.4% | 1,143 | $126K |
| IMA Advisory Services, Inc. | 0.01% | Reduce -95.1% | 1,123 | $124K |
| Networth Advisors, LLC | 0.09% | Add +631.6% | 1,112 | $123K |
| Friedenthal Financial | 0.06% | Add +170.1% | 1,083 | $120K |
| WealthShield Partners, LLC | 0.01% | New | 1,047 | $116K |
| Peck Wealth Management, LLC | 0.11% | No change | 1,035 | $114K |
| Front Row Advisors LLC | 0.04% | No change | 1,021 | $113K |
| FMR LLC | 0.00% | Reduce -63.3% | 970 | $107K |
| Quadrant Capital Group LLC | 0.00% | Add +103.8% | 923 | $102K |
| Bitterroot Capital Advisors LLC | 0.06% | No change | 922 | $102K |
| Rossby Financial, LCC | 0.02% | Reduce -44.1% | 871 | $96K |
| Ares Financial Consulting, LLC | 0.07% | New | 860 | $95K |
| Anchor Investment Management, LLC | 0.01% | No change | 846 | $93K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 723 | $80K |
| Stone House Investment Management, LLC | 0.01% | Add +6.2% | 704 | $78K |
| Bessemer Group Inc. | 0.00% | New | 689 | $76K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -89.1% | 655 | $72K |
| RHL Group, LLC | 0.05% | New | 568 | $63K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -1.2% | 568 | $63K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 526 | $58K |
| Franklin Resources Inc. | 0.00% | New | 516 | $57K |
| Lazard Asset Management LLC | 0.00% | No change | 500 | $55K |
| Hoese & Co LLP | 0.04% | No change | 480 | $53K |
| Noble Wealth Management PBC | 0.03% | Reduce -2.5% | 465 | $51K |
| Harbour Investments, Inc. | 0.00% | Add +1.6% | 456 | $50K |
| EPG Wealth Management LLC | 0.01% | No change | 454 | $50K |
| Purpose Unlimited Inc. | 0.00% | New | 440 | $49K |
| Portfolio Resources Advisor Group, Inc. | 0.05% | New | 416 | $46K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 408 | $45K |
| Highline Wealth Partners LLC | 0.01% | No change | 402 | $44K |
| Aventura Private Wealth, LLC | 0.02% | Reduce -52.9% | 400 | $44K |
| Evergreen Advisors, LLC | 0.01% | New | 390 | $43K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.1% | 376 | $42K |
| Rothschild Investment LLC | 0.00% | No change | 366 | $40K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 338 | $37K |
| Godfrey Financial Associates, Inc. | 0.03% | Add +1.9% | 326 | $36K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -67.5% | 313 | $35K |
| International Assets Investment Management, LLC | 0.00% | Reduce -20.1% | 314 | $35K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 306 | $34K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +100.7% | 271 | $30K |
| Tidemark, LLC | 0.01% | No change | 271 | $30K |
| Phillips Financial Management, LLC | 0.00% | No change | 243 | $27K |
| Dogwood Wealth Management LLC | 0.01% | Add +310.2% | 201 | $22K |
| Dunhill Financial, LLC | 0.00% | New | 179 | $20K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 161 | $18K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +233.3% | 160 | $18K |
| Gen-Wealth Partners Inc | 0.01% | New | 155 | $17K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 145 | $16K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 134 | $15K |
| Asset Management One Co., Ltd. | 0.00% | No change | 129 | $14K |
| Bulwark Capital Corp | 0.01% | No change | 119 | $13K |
| LM Advisors LLC | 0.07% | Reduce -6.3% | 1,401 | $13K |
| Nvest Wealth Strategies, Inc. | 0.01% | New | 108 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 86 | $9K |
| Mosley Wealth Management | 0.00% | New | 85 | $9K |
| Vanguard Advisers Inc. | 0.00% | — | 78 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 72 | $8K |
| Colonial Trust Advisors | 0.00% | No change | 70 | $8K |
| Signature Equity Partners, LLC | 0.00% | New | 66 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 64 | $7K |
| Gallagher Fiduciary Advisors, LLC | 0.00% | Add +10929.0% | 479,208 | $5K |
| SouthState Bank Corp | 0.00% | Reduce -95.5% | 42 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 39 | $4K |
| Ameriflex Group, Inc. | 0.00% | No change | 35 | $4K |
| Pflug Koory, LLC | 0.00% | No change | 35 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 30 | $3K |
| Integrity Financial Corp | 0.00% | No change | 29 | $3K |
| Key Financial Inc | 0.00% | Reduce -79.0% | 26 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | New | 24 | $3K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -5.9% | 16 | $2K |
| Addison Advisors LLC | 0.00% | No change | 15 | $2K |
| Basepoint Wealth LLC | 0.00% | New | 12 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 12 | $1K |
| Mather Group, Llc. | 0.00% | New | 11 | $1K |
| Breakwater Investment Management | 0.00% | No change | 10 | $1K |
| PayPay Securities Corp | 0.03% | Reduce -27.3% | 8 | $882 |
| Blueline Advisors LLC | 0.00% | No change | 7 | $753 |
| Windsor Advisory Group, LLC | 0.00% | New | 6 | $662 |
| Strategic Advisory Partners, LLC | 0.00% | New | 6 | $662 |
| Capital Advisor Network LLC | 0.00% | — | 4 | $442 |
| Vision Retirement, LLC | 0.00% | No change | 4 | $442 |
| Wolff Wiese Magana LLC | 0.00% | No change | 3 | $332 |
| Park Square Financial Group, LLC | 0.00% | Reduce -78.6% | 3 | $331 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 3 | $331 |
| Founders Capital Management | 0.00% | No change | 1 | $110 |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $110 |
| Rakuten Securities, Inc. | 0.00% | No change | 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.