Stock ownership · SEC 13F · Q4 2025

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

Institutional ownership of ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF (CUSIP 464288679) - who holds it, how concentrated it is, and what moved last quarter.

$9.4M
Reported value
4
Institutions
100%
Top-5 share

The verdict

4 institutions report $9.4M of ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

4
institutions hold it
$9.4M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 464288679 · Q4 2025 $9M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-FULL

  • VALUE-TRACE $9.4M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 4 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
  1. 1
    BDFS Capital LLC $6.4M
  2. 2
    TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $2.4M
  3. 3
    Lynch Investment Planning, LLC $406K
  4. 4
    Anchor Investment Management, LLC $93K

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF position has risen from 1 to 4 over the last 8 quarters of 13F filings.

051015 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 4
Distinct 13F filers holding ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 BDFS Capital LLC 58,481 $6.4M 68.7%
2 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 22,146 $2.4M 26.0%
3 Lynch Investment Planning, LLC 3,686 $406K 4.3%
4 Anchor Investment Management, LLC 846 $93K 1.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (4)

BDFS Capital LLC $6.4M
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $2.4M
Lynch Investment Planning, LLC $406K
Anchor Investment Management, LLC $93K

Complete exits (8)

Sulzberger Capital Advisors, Inc. exited
ALEXANDER LABRUNERIE & CO., INC. exited
Watts Gwilliam & Co., LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Vermillion & White Wealth Management Group, LLC exited
CIBC Private Wealth Group LLC exited

Frequently Asked Questions

How many institutions hold ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF?▼
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF?▼
Institutions report $9.4M of ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF as of Q4 2025.
How concentrated is ownership of ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF?▼
The top five institutional holders account for 100% of the reported institutional value in ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF?▼
BDFS Capital LLC is the largest reported holder of ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF with $6.4M across 58,481 shares as of Q4 2025.

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.