Reported 102,792 shares, up 86,896 (546.7%) from the prior quarter.
Reported value 532.1%; share count 546.7% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-12-31 | 6015000 |
| 2022-03-31 | 822000 |
| 2022-06-30 | 5196000 |
| 2022-09-30 | 4536000 |
| 2022-12-31 | 3488347 |
| 2023-03-31 | 3450821 |
| 2023-06-30 | 3358681 |
| 2023-09-30 | 3245082 |
| 2023-12-31 | 3245502 |
| 2024-03-31 | 2717276 |
| 2024-06-30 | 2715156 |
| 2024-09-30 | 2865441 |
| 2024-12-31 | 2702566 |
| 2025-03-31 | 2615829 |
| 2025-06-30 | 2605764 |
| 2025-09-30 | 2644182 |
| 2025-12-31 | 2638395 |
| 2026-03-31 | 2665423 |
| 2026-06-30 | 2582188 |
| 2026-09-30 | 2529174 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Added | 49,369 | +100 (0.2%) | 0.49% | $2,529,174 | 2026-10-23 | |
| Q2 2026 | Reduced | 49,269 | -1,443 (-2.8%) | 0.51% | $2,582,188 | 2026-07-24 | |
| Q1 2026 | Added | 50,712 | +818 (1.6%) | 0.59% | $2,665,423 | 2026-05-15 | |
| Q4 2025 | Added | 49,894 | +32 (0.1%) | 0.58% | $2,638,395 | 2026-01-30 | |
| Q3 2025 | Added | 49,862 | +473 (1.0%) | 0.63% | $2,644,182 | 2025-11-10 | |
| Q2 2025 | Reduced | 49,389 | -560 (-1.1%) | 0.68% | $2,605,764 | 2025-07-28 | |
| Q1 2025 | Reduced | 49,949 | -2,325 (-4.4%) | 0.71% | $2,615,829 | 2025-04-17 | |
| Q4 2024 | Reduced | 52,274 | -2,140 (-3.9%) | 0.74% | $2,702,566 | 2025-01-30 | |
| Q3 2024 | Added | 54,414 | +1,425 (2.7%) | 0.79% | $2,865,441 | 2024-10-31 | |
| Q2 2024 | Unchanged | 52,989 | 0 (0.0%) | 0.86% | $2,715,156 | 2024-07-25 | |
| Q1 2024 | Reduced | 52,989 | -10,307 (-16.3%) | 0.88% | $2,717,276 | 2024-05-03 | |
| Q4 2023 | Reduced | 63,296 | -2,050 (-3.1%) | 1.16% | $3,245,502 | 2024-01-10 | |
| Q3 2023 | Reduced | 65,346 | -1,600 (-2.4%) | 1.27% | $3,245,082 | 2023-10-19 | |
| Q2 2023 | Reduced | 66,946 | -1,333 (-2.0%) | 1.3% | $3,358,681 | 2023-07-14 | |
| Q1 2023 | Reduced | 68,279 | -1,740 (-2.5%) | 1.42% | $3,450,821 | 2023-04-11 | |
| Q4 2022 | Reduced | 70,019 | -22,435 (-24.3%) | 1.5% | $3,488,347 | 2023-01-19 | |
| Q3 2022 | Reduced | 92,454 | -10,338 (-10.1%) | 2.01% | $4,536,000 | 2022-11-02 | |
| Q2 2022 | Added | 102,792 | +86,896 (546.7%) | 2.36% | $5,196,000 | 2022-07-27 | |
| Q1 2022 | Reduced | 15,896 | -95,733 (-85.8%) | 0.36% | $822,000 | 2022-04-25 | |
| Q4 2021 | Added | 111,629 | +5,990 (5.7%) | 2.29% | $6,015,000 | 2022-01-18 | |
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Who else reported the position
971 managers reported ISHARES TRUST ISHARES 1-5 YEAR for Q2 2022.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| FMR LLC | Added | 29,100,779 | +5,140,239 | 0.15% | $1,471,044,000 | 33 qtrs |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | 21,286,310 | -2,204,049 | 0.37% | $1,076,023,000 | 10 qtrs |
| Matson Money Inc | Reduced | 13,344,738 | -33,868 | 26.35% | $674,577,000 | 26 qtrs |
| Johns Hopkins University | New | 10,486,000 | +10,486,000 | 51.61% | $530,067,000 | 1 qtr |
| The Goldman Sachs Group Inc | Reduced | 9,761,990 | -525,599 | 0.12% | $493,468,000 | 37 qtrs |
| BlackRock Inc | Added | 9,280,786 | +4,306,748 | 0.02% | $469,144,000 | 37 qtrs |
| Meiji Yasuda Life Insurance Co | Unchanged | 9,154,000 | 0 | 7.86% | $462,735,000 | 8 qtrs |
| Members Trust Co | Reduced | 9,127,299 | -1,285,038 | 14.59% | $461,385,000 | 9 qtrs |
| Bank of America Corporation | Reduced | 8,510,374 | -58,892 | 0.05% | $430,199,000 | 37 qtrs |
| MORGAN STANLEY | Reduced | 8,404,407 | -1,765,556 | 0.06% | $424,843,000 | 37 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2022
- Filed
- July 27, 2022
- Filing type
- 13F-HR
- Position type
- ISHS 1-5YR INVS
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 102,792
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.