iShares 0-1 Year Treasury BoSHVETF
13F holders, Q2 2026 (June 30)725holders −17
53new positions
71sold out
2famous investors
$110.25avg. 13F price*
At the end of Q2 2026, 725 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, down 17 from Q1 2026. 53 opened new positions and 71 sold out. The largest holders were BlackRock, Inc. ($2.0B), Morgan Stanley ($597.6M) and Wells Fargo & Company ($512.8M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $125.3M |
| Exits | 71 | $152.3M |
All 13F filers, Q1 2026 → Q2 2026: 6,844,572 shares bought and 9,965,264 shares sold, net −3,120,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| BlackRock, Inc. | 0.03% | Add +1.5% | 18,148,134 | $2.0B |
| Morgan Stanley | 0.03% | Reduce -3.5% | 5,415,604 | $597.6M |
| Wells Fargo & Company | 0.09% | Reduce -11.3% | 4,646,794 | $512.8M |
| LPL Financial LLC | 0.10% | Add +16.7% | 3,934,832 | $434.2M |
| Bank of America Corp. | 0.02% | Add +6.7% | 3,198,846 | $353.0M |
| Wealthfront Advisers LLC | 0.45% | Add +4.2% | 2,133,613 | $235.4M |
| Wealthspire Retirement, LLC | 8.93% | Add +42.9% | 1,478,117 | $162.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.99% | Add +0.8% | 1,444,594 | $159.5M |
| Raymond James Financial Inc. | 0.04% | Add +8.5% | 1,445,040 | $159.5M |
| UBS Group AG | 0.02% | Reduce -16.3% | 1,399,431 | $154.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.9% | 1,380,764 | $152.4M |
| Royal Bank of Canada | 0.02% | Reduce -5.2% | 1,298,292 | $143.3M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Add +11.2% | 1,111,769 | $122.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -47.8% | 1,019,769 | $112.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -8.6% | 1,001,611 | $110.5M |
| Ausdal Financial Partners, Inc. | 3.54% | Add +91.4% | 817,426 | $90.2M |
| Trust Co | 8.03% | Add +2.0% | 806,478 | $89.0M |
| Americana Partners, LLC | 1.92% | Reduce -1.6% | 772,181 | $85.2M |
| Marks Wealth, LLC | 18.07% | Reduce -64.9% | 756,645 | $83.5M |
| Assetmark, Inc. | 0.14% | Add +9.9% | 736,803 | $81.3M |
| Stifel Financial Corp. | 0.06% | Reduce -24.0% | 672,540 | $74.2M |
| Townsend & Associates, Inc | 6.24% | Add +2.9% | 664,440 | $73.3M |
| Oakworth Capital, Inc. | 3.20% | Reduce -12.6% | 610,581 | $67.3M |
| White Lighthouse Investment Management Inc. | 8.34% | Add +16.8% | 606,646 | $66.9M |
| Betterment LLC | 0.11% | Reduce -8.0% | 599,791 | $66.2M |
| Rockefeller Capital Management L.P. | 0.10% | Add +6.1% | 589,227 | $65.0M |
| Foundations Investment Advisors, LLC | 0.67% | Add +49.2% | 587,723 | $64.9M |
| Cynosure Group, LLC | 9.04% | Reduce -0.2% | 545,206 | $60.2M |
| Truist Financial Corp. | 0.07% | Reduce -0.1% | 539,468 | $59.5M |
| Cetera Investment Advisers | 0.05% | Reduce -6.0% | 528,797 | $58.4M |
| Arax Advisory Partners | 0.36% | Add +22461.6% | 495,679 | $54.7M |
| Acorns Advisers, LLC | 0.35% | Add +1.3% | 493,047 | $54.4M |
| FIL Ltd | 0.04% | Reduce -51.6% | 481,633 | $53.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +69.2% | 452,880 | $50.0M |
| AQR Capital Management | 0.02% | Add +3247.5% | 436,816 | $48.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +4.7% | 435,183 | $48.0M |
| Hansen & Associates Financial Group, Inc. | 27.00% | Reduce -9.9% | 427,909 | $47.1M |
| Penserra Capital Management LLC | 0.36% | New | 422,712 | $46.6M |
| LaSalle St. Investment Advisors, LLC | 5.60% | Add +8.0% | 414,903 | $45.8M |
| Able Wealth Management LLC | 9.93% | Add +2.1% | 392,113 | $43.3M |
| Global Retirement Partners, LLC | 0.65% | — | 386,432 | $42.6M |
| BNP Paribas Financial Markets | 0.02% | Add +413.4% | 377,443 | $41.7M |
| O'shaughnessy Asset Management, LLC | 0.19% | Reduce -10.1% | 375,442 | $41.4M |
| MML Investors Services, LLC | 0.08% | Add +18.9% | 368,101 | $40.6M |
| Bank of Nova Scotia | 0.06% | Reduce -0.5% | 364,255 | $40.5M |
| Banco Santander, S.A. | 0.24% | Add +25.6% | 350,783 | $38.7M |
| Bulltick Wealth Management, LLC | 7.83% | Add +61.3% | 347,973 | $38.4M |
| Financial Consulate, Inc. | 4.27% | Add +5.8% | 347,758 | $38.4M |
| Cerity Partners LLC | 0.05% | Reduce -3.0% | 342,210 | $37.8M |
| Advisory Services Network, LLC | 0.37% | Add +0.3% | 295,245 | $32.6M |
| Maseco LLP | 0.91% | Reduce -12.0% | 292,859 | $32.3M |
| Fund Evaluation Group, LLC | 0.84% | Add +1.5% | 281,843 | $31.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -1.8% | 276,343 | $30.5M |
| Client First Capital LLC | 12.30% | Reduce -3.3% | 276,188 | $30.5M |
| Oppenheimer & Co. Inc. | 0.32% | Reduce -16.4% | 272,788 | $30.1M |
| Family Manage LLC | 3.12% | Reduce -13.2% | 269,055 | $29.7M |
| Modern Wealth Management, LLC | 0.35% | Add +1.0% | 266,847 | $29.4M |
| Allred Capital Management, LLC | 9.46% | Add +12.7% | 261,023 | $28.8M |
| Janney Montgomery Scott LLC | 0.06% | Add +9.9% | 257,114 | $28.4M |
| Bull Oak Capital, LLC | 9.26% | Reduce -0.9% | 251,810 | $27.8M |
| Mullooly Asset Management, Inc. | 8.45% | Add +8.4% | 248,775 | $27.5M |
| Zevin Asset Management LLC | 3.79% | Reduce -8.0% | 244,953 | $27.0M |
| Focus Partners Wealth | 0.03% | Reduce -32.6% | 240,783 | $26.6M |
| Alpha Zero LLC | 9.75% | Add +9.4% | 233,407 | $25.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.3% | 215,968 | $23.8M |
| Legacy Advisory Services, LLC | 16.26% | Reduce -8.5% | 209,359 | $23.1M |
| AdvisorNet Financial, Inc | 1.02% | Add +17.0% | 201,808 | $22.3M |
| Mariner, LLC | 0.02% | Reduce -1.8% | 196,256 | $21.7M |
| Farther Finance Advisors, LLC | 0.16% | Reduce -0.2% | 183,302 | $20.2M |
| Fifth Third Bancorp | 0.03% | Add +4.0% | 183,040 | $20.2M |
| M. Kulyk & Associates, LLC | 3.28% | Add +17.5% | 182,329 | $20.1M |
| Simon Quick Advisors, LLC | 0.80% | Add +0.0% | 179,338 | $19.8M |
| Strategic Wealth Partners, Ltd. | 1.20% | Add +7.5% | 175,051 | $19.3M |
| Northwest Quadrant Wealth Management, LLC | 3.56% | Reduce -30.4% | 174,316 | $19.2M |
| Sulzberger Capital Advisors, Inc. | 18.59% | Reduce -7.8% | 172,589 | $19.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.3% | 170,581 | $18.8M |
| Stableford Capital II LLC | 6.30% | Add +81.9% | 164,909 | $18.2M |
| Highland Investment Advisors LLC | 7.81% | — | 162,201 | $17.9M |
| Sierra Legacy Group | 13.78% | Reduce -11.7% | 161,125 | $17.8M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -0.7% | 155,977 | $17.2M |
| IPG Investment Advisors LLC | 2.46% | Add +18.6% | 154,873 | $17.1M |
| Fairvoy Private Wealth, LLC | 3.45% | Add +6.6% | 154,476 | $17.0M |
| IronBridge Private Wealth, LLC | 5.55% | Add +72.5% | 153,098 | $16.9M |
| KFA Private Wealth Group, LLC | 4.00% | Reduce -5.0% | 150,488 | $16.6M |
| NewEdge Advisors, LLC | 0.05% | Add +2.4% | 149,301 | $16.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.31% | Reduce -19.8% | 148,967 | $16.4M |
| Capstone Wealth Management Group, LLC | 5.68% | Reduce -6.5% | 145,546 | $16.1M |
| Mascoma Wealth Management LLC | 2.95% | Add +2.7% | 144,244 | $15.9M |
| Silicon Valley Capital Partners | 1.28% | Add +11.7% | 143,321 | $15.8M |
| NerdWallet Wealth Partners, LLC | 5.37% | Add +11.0% | 141,289 | $15.6M |
| HSBC Holdings PLC | 0.01% | Reduce -10.5% | 136,634 | $15.1M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -5.2% | 135,360 | $14.9M |
| CWA Asset Management Group, LLC | 0.45% | Add +21.3% | 133,320 | $14.7M |
| Smithfield Trust Co | 0.59% | Reduce -1.4% | 132,973 | $14.7M |
| Kwmg, LLC | 1.05% | Add +5.0% | 131,947 | $14.6M |
| Blueprint Investment Partners LLC | 1.17% | Reduce -47.5% | 126,917 | $14.0M |
| Summit Financial, LLC | 0.15% | Reduce -66.7% | 126,844 | $14.0M |
| Creative Planning | 0.01% | Add +2.6% | 123,803 | $13.7M |
| Equitable Holdings, Inc. | 0.08% | Reduce -14.6% | 118,070 | $13.0M |
| Wealthspire Advisors, LLC | 0.07% | Add +206.4% | 114,598 | $12.6M |
"% 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.