iShares 0-1 Year Treasury BoSHVETF
13F holders, Q2 2024 (June 30)674holders −6
56new positions
66sold out
4famous investors
$97.70avg. 13F price*
At the end of Q2 2024, 674 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, down 6 from Q1 2024. 56 opened new positions and 66 sold out. The largest holders were BlackRock Inc. ($837.9M), JPMorgan Chase & Co. ($806.6M) and Morgan Stanley ($576.1M). 4 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 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $137.2M |
| Exits | 66 | $107.6M |
All 13F filers, Q1 2024 → Q2 2024: 26,276,727 shares bought and 6,364,071 shares sold, net +19,912,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 674 holders
| BlackRock Inc. | 0.02% | Reduce -5.9% | 7,582,460 | $837.9M |
| JPMorgan Chase & Co. | 0.07% | Add +361.8% | 7,299,133 | $806.6M |
| Morgan Stanley | 0.04% | Reduce -7.7% | 5,214,018 | $576.1M |
| Wells Fargo & Company | 0.12% | Add +17.5% | 4,094,937 | $452.5M |
| Bank of America Corp. | 0.03% | Reduce -9.4% | 3,036,645 | $335.5M |
| UBS Group AG | 0.07% | Reduce -12.8% | 2,025,585 | $223.8M |
| Bank of Nova Scotia | 0.43% | Add +22.0% | 1,959,396 | $216.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2.26% | Add +14.8% | 1,944,618 | $215.1M |
| LPL Financial LLC | 0.10% | Add +4.7% | 1,785,274 | $197.3M |
| Betterment LLC | 0.46% | Reduce -9.3% | 1,590,715 | $175.8M |
| Envestnet Asset Management Inc. | 0.06% | Add +6.7% | 1,583,675 | $175.0M |
| Alliancebernstein L.P. | 0.05% | Add +30498.7% | 1,409,681 | $155.8M |
| Wealthfront Advisers LLC | 0.46% | Add +139.2% | 1,250,481 | $138.2M |
| Ameriprise Financial Inc. | 0.03% | Add +99.5% | 1,136,162 | $125.5M |
| Wealth Enhancement Advisory Services, LLC | 0.30% | Add +18.7% | 1,131,236 | $125.0M |
| Wealthspire Retirement, LLC | 10.22% | Add +6.1% | 1,103,660 | $122.0M |
| Divergent Wealth Advisors | 23.43% | Add +5.8% | 1,096,153 | $121.1M |
| Royal Bank of Canada | 0.03% | Reduce -3.8% | 1,093,451 | $120.8M |
| Truist Financial Corp. | 0.17% | Reduce -0.5% | 995,123 | $110.0M |
| Anchor Capital Advisors LLC | 3.02% | Add +116.1% | 971,521 | $107.4M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Reduce -3.3% | 959,392 | $106.0M |
| Cambridge Investment Research Advisors, Inc. | 0.33% | Add +286.9% | 808,403 | $89.3M |
| Federation des caisses Desjardins du Quebec | 0.45% | Add +18.4% | 767,080 | $84.8M |
| Renaissance Technologies | 0.13% | No change | 705,000 | $77.9M |
| Hansen & Associates Financial Group, Inc. | 41.00% | Add +1698.4% | 11,824,117 | $77.5M |
| Ausdal Financial Partners, Inc. | 8.14% | Reduce -1.1% | 689,746 | $76.2M |
| Stifel Financial Corp. | 0.07% | Add +15.1% | 569,241 | $62.9M |
| True Link Financial Advisors, LLC | 5.81% | Add +14.8% | 566,266 | $62.6M |
| Cetera Investment Advisers | 0.14% | Add +17.3% | 544,432 | $60.2M |
| Cynosure Group, LLC | 9.64% | Reduce -2.0% | 543,604 | $60.1M |
| Foundations Investment Advisors, LLC | 1.32% | Reduce -8.4% | 491,459 | $54.3M |
| Townsend & Associates, Inc | 5.90% | Add +2.9% | 480,802 | $53.1M |
| Gateway Advisory, LLC | 9.01% | Reduce -14.1% | 479,843 | $53.0M |
| Cerity Partners LLC | 0.14% | Add +11.8% | 478,734 | $52.9M |
| FMR LLC | 0.00% | Add +41.9% | 473,066 | $52.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -0.1% | 459,136 | $50.7M |
| Osaic Holdings, Inc. | 0.11% | Reduce -50.2% | 429,084 | $47.4M |
| GM Advisory Group, LLC | 2.98% | Reduce -32.6% | 418,167 | $46.2M |
| MML Investors Services, LLC | 0.19% | Add +9.9% | 415,903 | $46.0M |
| Old National Bancorp | 1.06% | Add +6.1% | 405,420 | $44.8M |
| Advisory Services Network, LLC | 0.92% | Reduce -7.1% | 403,666 | $44.6M |
| Family Manage LLC | 7.85% | Reduce -2.4% | 400,384 | $44.2M |
| Acorns Advisers, LLC | 0.47% | Add +2.9% | 400,346 | $44.2M |
| Trust Co | 5.27% | Add +1.0% | 369,497 | $40.8M |
| LaSalle St. Investment Advisors, LLC | 20.38% | Add +0.6% | 369,177 | $40.8M |
| Rockefeller Capital Management L.P. | 0.11% | Reduce -3.6% | 363,389 | $40.2M |
| Jane Street Group, LLC | 0.04% | Add +148.9% | 360,042 | $39.8M |
| SG Americas Securities, LLC | 0.25% | New | 356,725 | $39.4M |
| Allred Capital Management, LLC | 14.41% | Reduce -3.3% | 340,239 | $37.6M |
| Banco Santander, S.A. | 0.46% | Reduce -1.3% | 337,593 | $37.3M |
| Raymond James & Associates | 0.02% | Add +3.8% | 330,406 | $36.5M |
| Fund Evaluation Group, LLC | 2.17% | Reduce -41.7% | 319,442 | $35.3M |
| O'shaughnessy Asset Management, LLC | 0.36% | Add +24.0% | 314,554 | $34.8M |
| Global Retirement Partners, LLC | 1.06% | Add +6.4% | 306,599 | $33.9M |
| Townsquare Capital LLC | 0.46% | Add +5.0% | 305,795 | $33.8M |
| Client First Capital LLC | 20.09% | Add +23.8% | 301,872 | $33.4M |
| Millennium Management | 0.03% | Reduce -9.4% | 295,865 | $32.7M |
| Northwest Quadrant Wealth Management, LLC | 8.04% | Reduce -0.9% | 295,756 | $32.7M |
| Oakworth Capital, Inc. | 2.32% | New | 287,757 | $31.8M |
| Mader & Shannon Wealth Management, Inc. | 18.75% | Add +1.8% | 282,276 | $31.2M |
| BNP Paribas Financial Markets | 0.03% | Add +29.2% | 273,653 | $30.2M |
| Creative Planning | 0.03% | Reduce -0.9% | 273,063 | $30.2M |
| Steward Partners Investment Advisory, LLC | 0.31% | Add +4.6% | 266,919 | $29.5M |
| Americana Partners, LLC | 2.26% | Reduce -1.5% | 259,437 | $28.7M |
| Oppenheimer & Co. Inc. | 0.45% | Reduce -4.3% | 255,891 | $28.3M |
| Cardinal Point Capital Management ULC | 4.84% | Add +7.7% | 251,871 | $27.8M |
| TFC Financial Management, Inc. | 4.49% | Add +1.4% | 231,418 | $25.6M |
| Delta Investment Management, LLC | 5.01% | Add +7.0% | 205,606 | $22.7M |
| Lee Financial Co | 3.70% | Add +2.3% | 204,783 | $22.6M |
| White Lighthouse Investment Management Inc. | 4.28% | Add +40.9% | 200,979 | $22.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -41.9% | 197,646 | $21.8M |
| M. Kulyk & Associates, LLC | 4.98% | Add +1.2% | 193,830 | $21.4M |
| Financial Engines Advisors L.L.C. | 0.05% | Add +8.9% | 191,335 | $21.1M |
| Virtue Capital Management, LLC | 3.56% | Add +14.1% | 188,170 | $20.8M |
| Simon Quick Advisors, LLC | 1.46% | Reduce -0.6% | 186,509 | $20.6M |
| Able Wealth Management LLC | 16.63% | Reduce -0.3% | 182,849 | $20.2M |
| Selway Asset Management | 8.13% | Add +7.2% | 180,090 | $19.9M |
| Concord Wealth Partners | 3.45% | Add +3.9% | 176,989 | $19.6M |
| Strategic Point Investment Advisors, LLC | 3.48% | Reduce -0.3% | 175,736 | $19.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.6% | 172,619 | $19.1M |
| Mascoma Wealth Management LLC | 5.05% | Add +6.7% | 172,173 | $19.0M |
| Seven Post Investment Office LP | 3.25% | Add +36.0% | 158,584 | $17.5M |
| Onyx Bridge Wealth Group LLC | 2.82% | Add +1.4% | 155,694 | $17.2M |
| Smithfield Trust Co | 0.89% | Add +7.0% | 153,059 | $16.9M |
| Concord Asset Management, LLC | 4.16% | Add +7.1% | 151,916 | $16.8M |
| IFP Advisors, Inc | 0.66% | Add +20.3% | 151,252 | $16.7M |
| Buckingham Strategic Wealth, LLC | 0.17% | Add +11.2% | 146,901 | $16.2M |
| Trajan Wealth LLC | 1.03% | Reduce -0.5% | 145,320 | $16.1M |
| SVB Wealth LLC | 0.39% | Reduce -53.9% | 142,483 | $15.7M |
| HighTower Advisors, LLC | 0.02% | Add +1.6% | 139,013 | $15.4M |
| Paragon Capital Management Inc. | 10.78% | Reduce -0.8% | 127,843 | $14.1M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -58.7% | 126,455 | $14.0M |
| Tucker Asset Management LLC | 3.07% | Reduce -2.8% | 125,860 | $13.9M |
| Strategic Wealth Partners, Ltd. | 1.44% | Add +4.2% | 124,843 | $13.8M |
| Bulltick Wealth Management, LLC | 3.83% | Add +49.4% | 123,873 | $13.7M |
| Comerica Bank | 0.06% | Reduce -8.2% | 122,653 | $13.6M |
| Guidance Capital, Inc. | 4.44% | Add +4.0% | 122,600 | $13.6M |
| Bridge Advisory, LLC | 6.54% | Reduce -23.3% | 120,112 | $13.3M |
| KFA Private Wealth Group, LLC | 6.78% | Reduce -45.6% | 118,538 | $13.1M |
| Birchcreek Wealth Management, LLC | 7.37% | Add +9.5% | 118,498 | $13.1M |
"% 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.