Stock ownership · SEC 13F · Q4 2025
ISHARES 1-3 YEAR TREASRY
A breakdown of ISHARES 1-3 YEAR TREASRY's institutional base (CUSIP 464287457): the holders, the concentration among them, and what changed last quarter.
- $6.5M
- Reported value
- 9
- Institutions
- 95%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ISHARES 1-3 YEAR TREASRY ranks #523 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 9 institutions report $6.5M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 9
- institutions hold it
- $6.5M
- reported 13F value
- 95%
- held by top 5
- #523
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, ISHARES 1-3 YEAR TREASRY ranks #523 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 464287457 · Q4 2025 $6M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #523/775
- HOLDERS-FOCUS 9 filers
- CONC-DOM 95% top-5
- PHOTO-FINISH KEURIG DR PEPPER
- ACTIVITY-MID 7 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: KEURIG DR PEPPER INC
Read with: Ownership concentration guide - ISHARES 1-3 YEAR TREASRY's top-five holders account for 95% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · ISHARES 1-3 YEAR TREASRY
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a ISHARES 1-3 YEAR TREASRY position has risen from 6 to 9 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 31,105 | $2.6M | 39.9% |
| 2 | WLTH Capital Management, LLC | 17,804 | $1.5M | 22.9% |
| 3 | SSA SWISS ADVISORS AG | 11,082 | $918K | 14.2% |
| 4 | Clear Retirement Advice LLC | 8,581 | $710K | 11.0% |
| 5 | Alternative Investment Advisors, LLC. | 5,841 | $484K | 7.5% |
| 6 | MARINER INVESTMENT GROUP LLC | 2,636 | $218K | 3.4% |
| 7 | Bell Investment Advisors, Inc | 765 | $63K | 1.0% |
| 8 | TD Capital Management LLC | 120 | $10K | 0.2% |
| 9 | Strategic Investment Solutions, Inc. /IL | 52 | $4K | 0.1% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES 1-3 YEAR TREASRY's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (7)
Complete exits (13)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for ISHARES 1-3 YEAR TREASRY: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($6.5M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (9 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.