iShares 0-1 Year Treasury BoSHVETF
13F holders, Q1 2024 (March 31)680holders
3famous investors
$110.48avg. 13F price*
At the end of Q1 2024, 680 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings. The largest holders were BlackRock Inc. ($890.8M), Morgan Stanley ($624.5M) and Wells Fargo & Company ($385.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $230.5M |
| Exits | 78 | $124.0M |
Ownership 680 holders
| BlackRock Inc. | 0.02% | Add +20.8% | 8,058,782 | $890.8M |
| Morgan Stanley | 0.05% | Reduce -8.3% | 5,649,429 | $624.5M |
| Wells Fargo & Company | 0.10% | Reduce -8.6% | 3,484,870 | $385.2M |
| Bank of America Corp. | 0.04% | Reduce -4.0% | 3,350,448 | $370.4M |
| UBS Group AG | 0.08% | Add +3.9% | 2,321,718 | $256.6M |
| Betterment LLC | 0.52% | Reduce -23.2% | 1,753,306 | $193.8M |
| LPL Financial LLC | 0.10% | Add +13.9% | 1,704,574 | $188.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2.14% | Reduce -10.5% | 1,693,811 | $186.6M |
| Bank of Nova Scotia | 0.36% | Add +22.6% | 1,606,509 | $177.5M |
| JPMorgan Chase & Co. | 0.02% | Reduce -37.1% | 1,580,747 | $174.7M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -11.1% | 1,484,145 | $164.1M |
| Royal Bank of Canada | 0.03% | Reduce -17.8% | 1,136,928 | $125.7M |
| Wealthspire Retirement, LLC | 9.91% | New | 1,040,261 | $115.0M |
| Divergent Wealth Advisors | 22.90% | Add +59.6% | 1,035,678 | $114.5M |
| Truist Financial Corp. | 0.17% | Reduce -33.9% | 999,904 | $110.5M |
| Raymond James Financial Services Advisors, Inc. | 0.16% | Add +5.4% | 992,056 | $109.7M |
| Wealth Enhancement Advisory Services, LLC | 0.27% | Add +26.3% | 952,662 | $105.3M |
| Osaic Holdings, Inc. | 0.21% | Reduce -4.6% | 861,955 | $95.3M |
| Renaissance Technologies | 0.12% | No change | 705,000 | $77.9M |
| Ausdal Financial Partners, Inc. | 8.96% | Add +2.0% | 697,803 | $77.1M |
| Hansen & Associates Financial Group, Inc. | 41.54% | Add +31.7% | 657,489 | $72.6M |
| Federation des caisses Desjardins du Quebec | 0.52% | Add +18.8% | 647,685 | $71.6M |
| GM Advisory Group, LLC | 4.81% | Reduce -14.8% | 620,449 | $68.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -13.5% | 569,660 | $62.8M |
| Gateway Advisory, LLC | 10.83% | Reduce -8.7% | 558,717 | $61.8M |
| Cynosure Group, LLC | 11.01% | Reduce -6.4% | 554,715 | $61.3M |
| Foundations Investment Advisors, LLC | 1.55% | Reduce -8.2% | 536,561 | $59.3M |
| Wealthfront Advisers LLC | 0.20% | Add +237.1% | 522,698 | $57.8M |
| Fund Evaluation Group, LLC | 3.57% | Add +48.1% | 547,862 | $57.1M |
| Stifel Financial Corp. | 0.06% | Reduce -5.3% | 494,505 | $54.7M |
| True Link Financial Advisors, LLC | 5.23% | Add +11.1% | 493,292 | $54.5M |
| Townsend & Associates, Inc | 6.01% | Add +2.5% | 467,090 | $51.6M |
| Cetera Investment Advisers | 0.12% | Add +423.9% | 464,267 | $51.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -13.9% | 459,741 | $50.8M |
| Anchor Capital Advisors LLC | 1.30% | Reduce -61.1% | 449,642 | $49.7M |
| Advisory Services Network, LLC | 1.07% | Reduce -14.2% | 434,512 | $48.0M |
| Cerity Partners LLC | 0.12% | Reduce -20.9% | 428,129 | $47.3M |
| Family Manage LLC | 8.38% | Reduce -12.9% | 410,107 | $45.3M |
| Acorns Advisers, LLC | 0.48% | Add +0.9% | 389,117 | $43.0M |
| Old National Bancorp | 1.00% | Add +33.9% | 382,268 | $42.3M |
| MML Investors Services, LLC | 0.17% | Add +16.6% | 378,416 | $41.8M |
| Rockefeller Capital Management L.P. | 0.12% | Reduce -3.0% | 376,896 | $41.7M |
| LaSalle St. Investment Advisors, LLC | 22.79% | Reduce -4.0% | 366,947 | $40.6M |
| Trust Co | 5.31% | Reduce -0.7% | 365,706 | $40.4M |
| Allred Capital Management, LLC | 15.18% | Reduce -0.5% | 351,762 | $38.9M |
| Banco Santander, S.A. | 0.46% | Add +15.8% | 341,869 | $37.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -66.9% | 340,412 | $37.6M |
| FMR LLC | 0.00% | Reduce -53.7% | 333,465 | $36.9M |
| Millennium Management | 0.03% | Add +49.7% | 326,666 | $36.1M |
| Raymond James & Associates | 0.02% | Reduce -28.4% | 318,434 | $35.2M |
| SVB Wealth LLC | 0.76% | Reduce -59.8% | 308,754 | $34.1M |
| Integrated Wealth Concepts LLC | 0.49% | Add +1.8% | 306,318 | $33.9M |
| Northwest Quadrant Wealth Management, LLC | 8.08% | Reduce -1.0% | 298,459 | $33.0M |
| Townsquare Capital LLC | 0.47% | Add +15.6% | 291,272 | $32.2M |
| Global Retirement Partners, LLC | 1.19% | Reduce -0.8% | 288,037 | $31.8M |
| Mader & Shannon Wealth Management, Inc. | 17.20% | Reduce -9.2% | 277,417 | $30.7M |
| Creative Planning | 0.03% | Reduce -6.3% | 275,522 | $30.5M |
| Oppenheimer & Co. Inc. | 0.49% | Add +26.0% | 267,369 | $29.6M |
| Americana Partners, LLC | 2.43% | Reduce -22.6% | 263,333 | $29.1M |
| Steward Partners Investment Advisory, LLC | 0.31% | Add +6.4% | 255,090 | $28.2M |
| O'shaughnessy Asset Management, LLC | 0.31% | Reduce -59.0% | 253,725 | $28.0M |
| Client First Capital LLC | 18.89% | Reduce -22.7% | 243,869 | $27.0M |
| Cardinal Point Capital Management ULC | 4.92% | Add +61.5% | 233,951 | $25.9M |
| TFC Financial Management, Inc. | 4.48% | Add +3.8% | 228,102 | $25.2M |
| Janney Montgomery Scott LLC | 0.07% | Add +13.8% | 227,517 | $25.1M |
| KFA Private Wealth Group, LLC | 7.48% | Add +6.0% | 218,091 | $24.1M |
| BNP Paribas Financial Markets | 0.03% | Add +70.2% | 211,798 | $23.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -10.6% | 208,922 | $23.1M |
| Whalen Wealth Management Inc. | 17.00% | Add +0.9% | 207,565 | $22.9M |
| Lee Financial Co | 3.70% | Add +7.5% | 200,097 | $22.1M |
| 49 Wealth Management, LLC | 4.70% | Reduce -0.1% | 199,121 | $21.9M |
| Delta Investment Management, LLC | 4.82% | Add +52.1% | 192,057 | $21.2M |
| M. Kulyk & Associates, LLC | 4.91% | Reduce -3.5% | 191,499 | $21.2M |
| Simon Quick Advisors, LLC | 1.55% | Reduce -0.9% | 187,679 | $20.7M |
| Able Wealth Management LLC | 17.68% | Add +4.0% | 183,392 | $20.3M |
| Strategic Point Investment Advisors, LLC | 3.54% | Add +2.6% | 176,220 | $19.5M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -1.4% | 175,640 | $19.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +14.8% | 175,423 | $19.4M |
| Concord Wealth Partners | 3.39% | Add +7.7% | 170,424 | $18.8M |
| Selway Asset Management | 7.44% | Reduce -3.5% | 167,935 | $18.6M |
| JARISLOWSKY, FRASER Ltd | 0.11% | New | 167,621 | $18.5M |
| Destiny Wealth Partners, LLC | 3.31% | Add +1.5% | 167,164 | $18.5M |
| Virtue Capital Management, LLC | 3.27% | Reduce -13.2% | 164,911 | $18.2M |
| Mascoma Wealth Management LLC | 5.08% | Add +3.0% | 161,405 | $17.8M |
| Bull Oak Capital, LLC | 11.68% | Add +2.6% | 157,732 | $17.4M |
| Bridge Advisory, LLC | 8.59% | Add +109.5% | 156,651 | $17.3M |
| Onyx Bridge Wealth Group LLC | 3.03% | Reduce -4.2% | 153,474 | $17.0M |
| Trajan Wealth LLC | 1.09% | — | 146,115 | $16.2M |
| Jane Street Group, LLC | 0.02% | Reduce -2.8% | 144,648 | $16.0M |
| Susquehanna International Group, LLP | 0.02% | New | 144,324 | $16.0M |
| Smithfield Trust Co | 0.84% | Add +4.7% | 143,033 | $15.8M |
| White Lighthouse Investment Management Inc. | 3.20% | Add +15.6% | 142,667 | $15.8M |
| Concord Asset Management, LLC | 4.13% | Add +9.6% | 141,813 | $15.7M |
| One Day In July LLC | 2.03% | Reduce -1.2% | 138,455 | $15.3M |
| HighTower Advisors, LLC | 0.02% | Reduce -41.3% | 136,752 | $15.1M |
| Comerica Bank | 0.06% | Reduce -50.1% | 133,599 | $14.8M |
| Buckingham Strategic Wealth, LLC | 0.15% | Reduce -3.4% | 132,052 | $14.6M |
| Cwm, LLC | 0.07% | Add +3.2% | 130,175 | $14.4M |
| Tucker Asset Management LLC | 3.30% | Reduce -11.8% | 129,445 | $14.3M |
| Titan Managers, LLC | 20.25% | Reduce -1.2% | 129,250 | $14.3M |
"% 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.