iShares 0-1 Year Treasury BoSHVETF
13F holders, Q3 2024 (September 30)675holders +1
62new positions
67sold out
4famous investors
$110.62avg. 13F price*
At the end of Q3 2024, 675 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, up 1 from Q2 2024. 62 opened new positions and 67 sold out. The largest holders were JPMorgan Chase & Co. ($999.2M), BlackRock, Inc. ($911.0M) and Morgan Stanley ($692.2M). 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 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $139.2M |
| Exits | 67 | $135.3M |
All 13F filers, Q2 2024 → Q3 2024: 8,962,135 shares bought and 19,265,919 shares sold, net −10,303,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 675 holders
| JPMorgan Chase & Co. | 0.08% | Add +23.7% | 9,031,532 | $999.2M |
| BlackRock, Inc. | 0.02% | — | 8,234,633 | $911.0M |
| Morgan Stanley | 0.05% | Add +20.0% | 6,256,997 | $692.2M |
| Wells Fargo & Company | 0.10% | Reduce -9.3% | 3,713,385 | $410.8M |
| Bank of America Corp. | 0.03% | Add +3.0% | 3,127,802 | $346.0M |
| FMR LLC | 0.01% | Add +337.6% | 2,069,990 | $229.0M |
| UBS Group AG | 0.06% | Reduce -7.5% | 1,873,331 | $207.2M |
| Bank of Nova Scotia | 0.42% | Reduce -5.2% | 1,857,832 | $205.6M |
| LPL Financial LLC | 0.09% | Add +0.1% | 1,787,257 | $197.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.87% | Reduce -13.3% | 1,686,579 | $186.9M |
| Betterment LLC | 0.37% | Reduce -12.1% | 1,398,492 | $154.7M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -19.9% | 1,269,033 | $140.4M |
| Wealthfront Advisers LLC | 0.42% | Reduce -0.2% | 1,247,678 | $138.0M |
| Royal Bank of Canada | 0.03% | Add +7.3% | 1,173,573 | $129.8M |
| Wealthspire Retirement, LLC | 10.44% | Add +5.7% | 1,166,040 | $129.0M |
| Divergent Wealth Advisors | 23.40% | Add +5.5% | 1,156,791 | $128.0M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -3.6% | 1,090,363 | $120.6M |
| Anchor Capital Advisors LLC | 2.98% | Add +4.3% | 1,013,013 | $112.1M |
| Truist Financial Corp. | 0.16% | Reduce -10.4% | 891,290 | $98.6M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Reduce -9.0% | 872,749 | $96.6M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Add +3.9% | 839,806 | $92.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -29.7% | 798,847 | $88.3M |
| Renaissance Technologies | 0.13% | Add +7.3% | 756,100 | $83.6M |
| Cetera Investment Advisers | 0.17% | Add +29.7% | 705,969 | $78.1M |
| Ausdal Financial Partners, Inc. | 7.88% | Reduce -0.9% | 683,546 | $75.6M |
| Hansen & Associates Financial Group, Inc. | 39.58% | Reduce -94.3% | 678,669 | $74.9M |
| Bulltick Wealth Management, LLC | 17.81% | Add +423.4% | 648,290 | $71.7M |
| Stifel Financial Corp. | 0.07% | Add +5.2% | 599,055 | $66.3M |
| Cynosure Group, LLC | 9.04% | Add +3.1% | 560,749 | $62.0M |
| Gateway Advisory, LLC | 9.75% | Add +13.9% | 546,560 | $60.5M |
| True Link Financial Advisors, LLC | 4.87% | Reduce -8.4% | 518,437 | $57.4M |
| Federation des caisses Desjardins du Quebec | 0.28% | Reduce -33.0% | 513,818 | $56.8M |
| Townsend & Associates, Inc | 5.69% | Add +4.3% | 501,727 | $55.4M |
| Cerity Partners LLC | 0.12% | Reduce -0.7% | 475,301 | $52.6M |
| Alliancebernstein L.P. | 0.02% | Reduce -66.3% | 474,829 | $52.5M |
| Foundations Investment Advisors, LLC | 1.08% | Reduce -5.6% | 464,091 | $51.3M |
| GM Advisory Group, LLC | 2.89% | Add +4.4% | 436,476 | $48.3M |
| Acorns Advisers, LLC | 0.45% | Add +3.9% | 416,015 | $46.0M |
| Advisory Services Network, LLC | 0.92% | No change | 403,666 | $44.6M |
| Townsquare Capital LLC | 0.52% | Add +27.5% | 389,870 | $43.1M |
| Family Manage LLC | 7.13% | Reduce -3.3% | 387,049 | $42.8M |
| Old National Bancorp | 0.99% | Reduce -4.6% | 386,873 | $42.8M |
| LaSalle St. Investment Advisors, LLC | 16.38% | Add +2.1% | 376,793 | $41.7M |
| MML Investors Services, LLC | 0.15% | Reduce -9.6% | 375,900 | $41.6M |
| Rockefeller Capital Management L.P. | 0.11% | Add +0.8% | 366,381 | $40.5M |
| Trust Co | 4.86% | Reduce -1.1% | 365,520 | $40.4M |
| Osaic Holdings, Inc. | 0.09% | Reduce -15.9% | 361,011 | $39.9M |
| Millennium Management | 0.04% | Add +20.4% | 356,362 | $39.4M |
| O'shaughnessy Asset Management, LLC | 0.32% | Add +4.7% | 329,282 | $36.3M |
| Global Retirement Partners, LLC | 1.08% | Add +5.2% | 322,677 | $35.7M |
| Client First Capital LLC | 18.84% | Add +2.0% | 308,048 | $34.1M |
| Northwest Quadrant Wealth Management, LLC | 7.61% | Add +0.9% | 298,469 | $33.0M |
| Fund Evaluation Group, LLC | 1.83% | Reduce -6.6% | 298,283 | $33.0M |
| Americana Partners, LLC | 2.24% | Add +14.2% | 296,331 | $32.8M |
| Oppenheimer & Co. Inc. | 0.48% | Add +10.2% | 282,074 | $31.2M |
| Corient Private Wealth LP | 0.05% | Add +267.0% | 261,228 | $28.9M |
| Steward Partners Investment Advisory, LLC | 0.26% | Reduce -4.3% | 255,453 | $28.3M |
| Janney Montgomery Scott LLC | 0.08% | New | 245,000 | $27.1M |
| Allred Capital Management, LLC | 10.28% | Reduce -30.6% | 236,177 | $26.1M |
| Banco Santander, S.A. | 0.30% | Reduce -32.7% | 227,213 | $25.1M |
| Raymond James & Associates | 0.02% | Reduce -32.0% | 224,539 | $24.8M |
| Lee Financial Co | 3.52% | Add +9.5% | 224,309 | $24.8M |
| Delta Investment Management, LLC | 5.00% | Add +7.8% | 221,620 | $24.5M |
| White Lighthouse Investment Management Inc. | 4.09% | Add +2.4% | 205,823 | $22.8M |
| M. Kulyk & Associates, LLC | 4.45% | Add +3.1% | 199,858 | $22.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.3% | 197,028 | $21.8M |
| Mader & Shannon Wealth Management, Inc. | 12.14% | Reduce -33.2% | 188,671 | $20.9M |
| Able Wealth Management LLC | 15.62% | Add +1.8% | 186,220 | $20.6M |
| Simon Quick Advisors, LLC | 1.30% | Reduce -0.2% | 186,069 | $20.6M |
| Mascoma Wealth Management LLC | 5.09% | Add +7.3% | 184,708 | $20.4M |
| Concord Wealth Partners | 3.39% | Add +3.8% | 183,764 | $20.3M |
| Citadel Advisors | 0.02% | Add +2236.4% | 182,146 | $20.2M |
| Creative Planning | 0.02% | Reduce -33.4% | 181,967 | $20.1M |
| Virtue Capital Management, LLC | 4.00% | Reduce -4.0% | 180,611 | $20.0M |
| Strategic Point Investment Advisors, LLC | 3.26% | Add +1.6% | 178,556 | $19.8M |
| Trajan Wealth LLC | 1.11% | Add +17.4% | 170,643 | $18.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -62.9% | 170,448 | $18.9M |
| Concord Asset Management, LLC | 4.12% | Add +8.6% | 164,994 | $18.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -4.6% | 164,658 | $18.2M |
| Focus Partners Wealth | 0.06% | Add +1041.5% | 164,448 | $18.2M |
| Selway Asset Management | 7.02% | Reduce -9.9% | 162,300 | $18.0M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -15.5% | 161,733 | $17.9M |
| Partners Capital Investment Group, LLP | 0.28% | Add +2884.8% | 160,969 | $17.8M |
| Seven Post Investment Office LP | 2.62% | Reduce -1.0% | 156,979 | $17.4M |
| Smithfield Trust Co | 0.82% | Reduce -1.3% | 151,019 | $16.7M |
| IFP Advisors, Inc | 0.60% | Reduce -0.3% | 150,780 | $16.7M |
| Onyx Bridge Wealth Group LLC | 2.51% | Reduce -3.2% | 150,717 | $16.7M |
| Comerica Bank | 0.06% | Add +15.4% | 141,606 | $15.7M |
| Capstone Wealth Management Group, LLC | 9.27% | Add +28.4% | 141,459 | $15.6M |
| Presidio Capital Management, LLC | 9.90% | New | 139,903 | $15.5M |
| HighTower Advisors, LLC | 0.02% | Add +0.4% | 139,555 | $15.4M |
| BNP Paribas Financial Markets | 0.01% | Reduce -49.7% | 137,593 | $15.2M |
| Strategic Wealth Partners, Ltd. | 1.46% | Add +9.6% | 136,805 | $15.1M |
| Flow Traders U.S. LLC | 0.72% | New | 128,358 | $14.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +8.8% | 126,443 | $14.0M |
| One Day In July LLC | 1.52% | Add +8.2% | 122,219 | $13.5M |
| Bridge Advisory, LLC | 6.34% | Add +0.4% | 120,559 | $13.3M |
| Jane Street Group, LLC | 0.02% | Reduce -67.2% | 118,030 | $13.1M |
| Winch Advisory Services, LLC | 3.59% | Add +0.3% | 117,195 | $13.0M |
| Guidance Capital, Inc. | 4.06% | Reduce -4.3% | 117,384 | $13.0M |
"% 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.