Reported 136,339 shares, up 45,057 (49.4%) from the prior quarter.
Reported value 48.3%; share count 49.4% 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 | 2798000 |
| 2022-03-31 | 2945000 |
| 2022-06-30 | 2834000 |
| 2022-09-30 | 3115000 |
| 2022-12-31 | 3477217 |
| 2023-03-31 | 4613374 |
| 2023-06-30 | 6840104 |
| 2023-09-30 | 5758747 |
| 2023-12-31 | 6295533 |
| 2024-03-31 | 0 |
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 |
|---|---|---|---|---|---|---|---|
| Q1 2024 | Reduced | 0 | -122,780 (-100.0%) | 0 | $0 | 2024-05-03 | |
| Q4 2023 | Added | 122,780 | +7,212 (6.2%) | 4.15% | $6,295,533 | 2024-02-12 | |
| Q3 2023 | Reduced | 115,568 | -20,771 (-15.2%) | 4.11% | $5,758,747 | 2023-11-08 | |
| Q2 2023 | Added | 136,339 | +45,057 (49.4%) | 4.71% | $6,840,104 | 2023-07-17 | |
| Q1 2023 | Added | 91,282 | +21,486 (30.8%) | 3.33% | $4,613,374 | 2023-04-13 | |
| Q4 2022 | Added | 69,796 | +6,377 (10.1%) | 2.73% | $3,477,217 | 2023-02-02 | |
| Q3 2022 | Added | 63,419 | +7,363 (13.1%) | 2.65% | $3,115,000 | 2022-10-14 | |
| Q2 2022 | Reduced | 56,056 | -877 (-1.5%) | 2.48% | $2,834,000 | 2022-08-08 | |
| Q1 2022 | Added | 56,933 | +5,010 (9.6%) | 2.23% | $2,945,000 | 2022-05-10 | |
| Q4 2021 | Added | 51,923 | +1,398 (2.8%) | 2.16% | $2,798,000 | 2022-02-02 | |
|
Five years are shown. A free account unlocks the complete reported history.
Unlock full history
|
|||||||
Who else reported the position
965 managers reported ISHARES TRUST ISHARES 1-5 YEAR for Q2 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Johns Hopkins University | Added | 29,554,420 | +1,736,090 | 82.44% | $1,482,745,000 | 5 qtrs |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | 24,702,639 | +183,553 | 0.35% | $1,239,331,383 | 14 qtrs |
| FMR LLC | Reduced | 22,309,751 | -5,989,429 | 0.09% | $1,119,280,205 | 37 qtrs |
| Japan Science & Technology Agency | Added | 21,329,961 | +5,920,873 | 12.35% | $1,070,124,143 | 3 qtrs |
| NORTHERN TRUST CORPORATION | Added | 16,692,130 | +1,538,594 | 0.16% | $837,444,162 | 41 qtrs |
| Matson Money Inc | Added | 13,225,127 | +61,186 | 23.71% | $663,504,622 | 30 qtrs |
| MORGAN STANLEY | Added | 13,013,230 | +477,289 | 0.06% | $652,873,836 | 41 qtrs |
| AMERIPRISE FINANCIAL INC | Added | 11,053,307 | +269,563 | 0.18% | $562,755,127 | 41 qtrs |
| NYL Investors LLC | Added | 9,055,000 | +110,000 | 20.43% | $454,289,334 | 3 qtrs |
| ALLSTATE CORP | Added | 8,930,824 | +1,080,964 | 28.54% | $448,059,440 | 23 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2023
- Filed
- July 17, 2023
- Filing type
- 13F-HR
- Position type
- ISHS 1-5YR INVS
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 136,339
“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.