iShares 0-1 Year Treasury BoSHVETF
13F holders, Q4 2024 (December 31)724holders +49
62new positions
53sold out
5famous investors
$109.95avg. 13F price*
At the end of Q4 2024, 724 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, up 49 from Q3 2024. 62 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($1.4B), FMR LLC ($574.5M) and Morgan Stanley ($568.1M). 5 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $113.8M |
| Exits | 53 | $77.3M |
All 13F filers, Q3 2024 → Q4 2024: 14,587,915 shares bought and 17,251,597 shares sold, net −2,663,682 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 724 holders
| BlackRock, Inc. | 0.03% | Add +58.7% | 13,068,408 | $1.4B |
| FMR LLC | 0.03% | Add +152.1% | 5,217,524 | $574.5M |
| Morgan Stanley | 0.04% | Reduce -17.5% | 5,159,233 | $568.1M |
| Wells Fargo & Company | 0.10% | Add +3.7% | 3,850,840 | $424.0M |
| Bank of America Corp. | 0.03% | Reduce -15.1% | 2,655,761 | $292.4M |
| LPL Financial LLC | 0.09% | Add +6.8% | 1,907,963 | $210.1M |
| JPMorgan Chase & Co. | 0.02% | Reduce -80.6% | 1,749,117 | $192.6M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +771.5% | 1,485,513 | $163.6M |
| Betterment LLC | 0.34% | Reduce -6.8% | 1,303,224 | $143.5M |
| UBS Group AG | 0.03% | Reduce -30.5% | 1,302,751 | $143.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.49% | Reduce -24.4% | 1,275,550 | $141.7M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Add +11.1% | 1,211,434 | $133.4M |
| Wealthspire Retirement, LLC | 10.35% | Add +2.1% | 1,190,784 | $131.1M |
| Raymond James Financial Inc. | 0.05% | — | 1,123,406 | $123.7M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -14.8% | 1,081,825 | $119.1M |
| Royal Bank of Canada | 0.02% | Reduce -13.3% | 1,017,583 | $112.0M |
| Bulltick Wealth Management, LLC | 22.41% | Add +33.2% | 863,628 | $95.1M |
| Renaissance Technologies | 0.14% | Add +10.8% | 838,100 | $92.3M |
| Anchor Capital Advisors LLC | 2.44% | Reduce -23.3% | 776,544 | $85.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -7.6% | 738,067 | $81.4M |
| Wealthfront Advisers LLC | 0.24% | Reduce -41.0% | 736,011 | $81.0M |
| Truist Financial Corp. | 0.12% | Reduce -19.8% | 715,261 | $78.8M |
| Cetera Investment Advisers | 0.16% | Reduce -0.5% | 702,491 | $77.4M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Reduce -18.6% | 683,441 | $75.3M |
| Hansen & Associates Financial Group, Inc. | 36.84% | Reduce -3.2% | 656,812 | $72.3M |
| Stifel Financial Corp. | 0.07% | Reduce -4.8% | 570,367 | $62.8M |
| Cynosure Group, LLC | 9.21% | Reduce -0.2% | 559,842 | $61.6M |
| True Link Financial Advisors, LLC | 5.10% | Add +6.3% | 551,299 | $60.7M |
| Federation des caisses Desjardins du Quebec | 0.30% | Add +3.2% | 530,058 | $58.4M |
| Townsend & Associates, Inc | 5.80% | Add +2.4% | 513,563 | $56.7M |
| GM Advisory Group, LLC | 2.99% | Add +12.6% | 491,275 | $54.1M |
| Jane Street Group, LLC | 0.09% | Add +310.3% | 484,240 | $53.3M |
| Cerity Partners LLC | 0.11% | Add +1.1% | 480,724 | $52.9M |
| Acorns Advisers, LLC | 0.45% | Add +1.2% | 421,184 | $46.4M |
| Foundations Investment Advisors, LLC | 0.88% | Reduce -10.4% | 415,611 | $45.8M |
| Millennium Management | 0.04% | Add +11.0% | 395,503 | $43.5M |
| Townsquare Capital LLC | 0.47% | Reduce -2.1% | 381,640 | $42.0M |
| Rockefeller Capital Management L.P. | 0.11% | Add +1.3% | 371,077 | $40.9M |
| LaSalle St. Investment Advisors, LLC | 12.62% | Reduce -1.9% | 369,703 | $40.7M |
| Bank of Nova Scotia | 0.07% | Reduce -80.2% | 367,847 | $40.6M |
| Trust Co | 4.64% | Add +0.7% | 368,053 | $40.5M |
| Family Manage LLC | 6.55% | Reduce -4.2% | 370,916 | $40.4M |
| Eight 31 Financial, LLC | 29.72% | New | 355,909 | $39.2M |
| MML Investors Services, LLC | 0.13% | Reduce -10.5% | 336,444 | $37.0M |
| Advisory Services Network, LLC | 0.69% | Reduce -17.0% | 335,103 | $36.9M |
| O'shaughnessy Asset Management, LLC | 0.31% | Add +0.8% | 331,880 | $36.5M |
| Old National Bancorp | 0.85% | Reduce -15.9% | 325,413 | $35.8M |
| Guidance Capital, Inc. | 10.50% | Add +164.7% | 310,675 | $34.3M |
| Global Retirement Partners, LLC | 0.98% | Reduce -3.8% | 310,465 | $34.2M |
| Client First Capital LLC | 17.17% | Reduce -1.5% | 303,373 | $33.4M |
| Northwest Quadrant Wealth Management, LLC | 7.58% | Add +1.4% | 302,555 | $33.3M |
| Fund Evaluation Group, LLC | 1.54% | Add +0.6% | 300,022 | $33.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +50.1% | 295,760 | $32.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +64.3% | 270,496 | $29.8M |
| Whalen Wealth Management Inc. | 20.04% | Add +442.8% | 262,678 | $28.9M |
| Concord Wealth Partners | 4.73% | Add +42.7% | 262,285 | $28.9M |
| White Lighthouse Investment Management Inc. | 4.93% | Add +23.7% | 254,595 | $28.0M |
| Banco Santander, S.A. | 0.34% | Add +11.9% | 254,324 | $28.0M |
| Oppenheimer & Co. Inc. | 0.41% | Reduce -10.8% | 251,510 | $27.7M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -0.6% | 243,565 | $26.8M |
| Concord Asset Management, LLC | 5.84% | Add +46.3% | 241,427 | $26.6M |
| Americana Partners, LLC | 1.09% | Reduce -18.5% | 241,391 | $26.6M |
| HighTower Advisors, LLC | 0.03% | Add +62.8% | 227,222 | $25.0M |
| Allred Capital Management, LLC | 9.54% | Reduce -5.2% | 223,937 | $24.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -38.1% | 223,338 | $24.5M |
| Lee Financial Co | 3.43% | Reduce -1.3% | 221,437 | $24.4M |
| M. Kulyk & Associates, LLC | 4.88% | Add +2.4% | 204,657 | $22.5M |
| Able Wealth Management LLC | 14.73% | Add +9.2% | 203,430 | $22.4M |
| Focus Partners Wealth | 0.06% | Add +22.1% | 200,765 | $22.1M |
| Delta Investment Management, LLC | 4.29% | Reduce -9.8% | 199,990 | $22.0M |
| Sierra Legacy Group | 19.72% | — | 194,667 | $21.4M |
| Simon Quick Advisors, LLC | 1.23% | Add +0.0% | 186,081 | $20.5M |
| Strategic Point Investment Advisors, LLC | 3.28% | Add +2.3% | 182,724 | $20.1M |
| HSBC Holdings PLC | 0.01% | Add +57.1% | 181,917 | $20.0M |
| Mascoma Wealth Management LLC | 4.98% | Reduce -2.4% | 180,250 | $19.8M |
| Blueprint Investment Partners LLC | 3.15% | Add +83.6% | 180,020 | $19.8M |
| Comerica Bank | 0.08% | Add +22.2% | 172,992 | $19.0M |
| Selway Asset Management | 7.48% | Add +6.5% | 172,925 | $19.0M |
| Gunma Bank,Ltd. | 6.18% | Add +112.5% | 170,000 | $18.7M |
| BNP Paribas Financial Markets | 0.01% | Add +23.5% | 169,894 | $18.7M |
| Steward Partners Investment Advisory, LLC | 0.17% | Reduce -33.5% | 169,840 | $18.7M |
| IFP Advisors, Inc | 0.60% | Add +10.5% | 166,649 | $18.3M |
| Seven Post Investment Office LP | 6.98% | Add +5.5% | 165,614 | $18.2M |
| Smithfield Trust Co | 0.89% | Add +7.3% | 162,105 | $17.9M |
| Trajan Wealth LLC | 0.96% | Reduce -8.1% | 156,778 | $17.3M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -5.1% | 153,526 | $16.9M |
| Mader & Shannon Wealth Management, Inc. | 9.96% | Reduce -22.5% | 146,266 | $16.1M |
| GFS Advisors, LLC | 2.42% | Add +62.6% | 144,586 | $15.9M |
| Presidio Capital Management, LLC | 8.13% | Reduce -1.4% | 137,894 | $15.2M |
| Alpha Zero LLC | 11.45% | — | 136,113 | $15.0M |
| Bull Oak Capital, LLC | 8.00% | Add +311.4% | 130,720 | $14.4M |
| Strategic Wealth Partners, Ltd. | 1.19% | Reduce -4.6% | 130,539 | $14.4M |
| Onyx Bridge Wealth Group LLC | 1.98% | Reduce -17.0% | 125,122 | $13.8M |
| Creative Planning | 0.01% | Reduce -32.8% | 122,225 | $13.5M |
| Future You Wealth LLC | 9.42% | — | 120,837 | $13.3M |
| Stableford Capital II LLC | 5.23% | Add +55.2% | 120,132 | $13.2M |
| Mayport, LLC | 3.82% | Add +15.0% | 117,662 | $13.0M |
| Fairvoy Private Wealth, LLC | 3.44% | — | 117,546 | $12.9M |
| Farther Finance Advisors, LLC | 0.46% | Add +843.7% | 116,550 | $12.8M |
| One Day In July LLC | 1.33% | Reduce -5.5% | 115,460 | $12.7M |
"% 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.