iShares 0-1 Year Treasury BoSHVETF
13F holders, Q1 2025 (March 31)723holders −1
82new positions
75sold out
3famous investors
$110.41avg. 13F price*
At the end of Q1 2025, 723 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, down 1 from Q4 2024. 82 opened new positions and 75 sold out. The largest holders were BlackRock, Inc. ($1.7B), Morgan Stanley ($575.3M) and Wells Fargo & Company ($424.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Israel Englander (0.1% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $373.5M |
| Exits | 75 | $79.7M |
All 13F filers, Q4 2024 → Q1 2025: 15,754,836 shares bought and 10,785,825 shares sold, net +4,969,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 723 holders
| BlackRock, Inc. | 0.04% | Add +18.6% | 15,500,747 | $1.7B |
| Morgan Stanley | 0.04% | Add +0.9% | 5,208,081 | $575.3M |
| Wells Fargo & Company | 0.10% | Reduce -0.3% | 3,838,638 | $424.0M |
| Bank of America Corp. | 0.03% | Reduce -2.4% | 2,593,340 | $286.5M |
| LPL Financial LLC | 0.09% | Add +11.4% | 2,126,145 | $234.9M |
| JPMorgan Chase & Co. | 0.02% | Add +4.7% | 1,831,952 | $202.4M |
| Wealthfront Advisers LLC | 0.45% | Add +108.4% | 1,534,178 | $169.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.69% | Add +19.0% | 1,518,005 | $168.1M |
| Wealth Enhancement Advisory Services, LLC | 0.32% | Add +25.2% | 1,517,183 | $167.6M |
| FMR LLC | 0.01% | Reduce -71.6% | 1,481,305 | $163.6M |
| Raymond James Financial Inc. | 0.06% | Add +26.1% | 1,416,054 | $156.4M |
| Marks Wealth, LLC | 57.18% | New | 1,410,201 | $155.8M |
| UBS Group AG | 0.03% | Reduce -2.8% | 1,266,215 | $139.9M |
| Betterment LLC | 0.29% | Reduce -14.2% | 1,118,795 | $123.6M |
| Renaissance Technologies | 0.17% | Add +24.2% | 1,040,800 | $115.0M |
| Truist Financial Corp. | 0.18% | Add +41.9% | 1,014,955 | $112.1M |
| Royal Bank of Canada | 0.02% | Reduce -1.1% | 1,005,848 | $111.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -8.2% | 993,179 | $109.7M |
| Hansen & Associates Financial Group, Inc. | 57.86% | Add +48.9% | 978,200 | $107.9M |
| Ausdal Financial Partners, Inc. | 7.88% | Add +813.6% | 946,779 | $104.6M |
| Wealthspire Retirement, LLC | 7.51% | Reduce -28.0% | 857,426 | $94.7M |
| Oakworth Capital, Inc. | 6.29% | Add +1523.5% | 817,751 | $90.3M |
| Ameriprise Financial Inc. | 0.02% | Add +5.3% | 777,566 | $85.9M |
| Cetera Investment Advisers | 0.16% | Add +7.6% | 755,976 | $83.5M |
| Trust Co | 9.33% | Add +93.2% | 711,174 | $78.6M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Reduce -1.3% | 674,451 | $74.5M |
| True Link Financial Advisors, LLC | 5.21% | Add +14.7% | 632,153 | $69.8M |
| Assetmark, Inc. | 0.19% | Add +1031.3% | 621,766 | $68.7M |
| Guidance Capital, Inc. | 20.53% | Add +96.5% | 610,366 | $67.2M |
| Stifel Financial Corp. | 0.07% | Add +5.3% | 600,581 | $66.3M |
| Summit Financial, LLC | 1.82% | New | 586,507 | $64.8M |
| Townsend & Associates, Inc | 6.70% | Add +13.4% | 582,608 | $64.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -61.5% | 571,849 | $63.2M |
| Millennium Management | 0.06% | Add +42.9% | 565,089 | $62.4M |
| Cynosure Group, LLC | 8.52% | No change | 559,842 | $61.8M |
| Cerity Partners LLC | 0.12% | Add +11.1% | 534,087 | $59.0M |
| GM Advisory Group, LLC | 2.83% | Reduce -3.3% | 474,887 | $52.5M |
| Acorns Advisers, LLC | 0.47% | Add +6.1% | 446,762 | $49.3M |
| Commonwealth Equity Services, LLC | 0.07% | Add +55.6% | 421,013 | $46.5M |
| Jane Street Group, LLC | 0.08% | Reduce -15.1% | 410,942 | $45.4M |
| Foundations Investment Advisors, LLC | 0.84% | Reduce -1.1% | 410,852 | $45.4M |
| HSBC Holdings PLC | 0.03% | Add +124.2% | 407,767 | $45.0M |
| Townsquare Capital LLC | 0.48% | Add +6.7% | 407,132 | $45.0M |
| Bank of Nova Scotia | 0.10% | Add +8.2% | 398,078 | $44.0M |
| HighTower Advisors, LLC | 0.06% | Add +74.9% | 397,472 | $43.9M |
| Rockefeller Capital Management L.P. | 0.11% | Add +6.2% | 394,178 | $43.5M |
| Bulltick Wealth Management, LLC | 11.43% | Reduce -54.9% | 389,853 | $43.1M |
| Americana Partners, LLC | 1.60% | Add +54.9% | 373,845 | $41.3M |
| Client First Capital LLC | 20.18% | Add +17.5% | 356,518 | $39.4M |
| Estate Counselors, LLC | 3.99% | Add +3242.1% | 348,115 | $38.5M |
| Advisory Services Network, LLC | 0.70% | Reduce -1.1% | 331,297 | $36.6M |
| Family Manage LLC | 5.91% | Reduce -12.7% | 323,755 | $35.8M |
| MML Investors Services, LLC | 0.12% | Reduce -5.7% | 317,429 | $35.1M |
| Barings LLC | 0.85% | New | 301,611 | $33.3M |
| White Lighthouse Investment Management Inc. | 5.66% | Add +12.7% | 287,038 | $31.7M |
| LaSalle St. Investment Advisors, LLC | 7.46% | Reduce -22.5% | 286,625 | $31.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.2% | 274,618 | $30.3M |
| Oppenheimer & Co. Inc. | 0.46% | Add +8.5% | 272,883 | $30.1M |
| Northwest Quadrant Wealth Management, LLC | 6.66% | Reduce -15.0% | 257,073 | $28.4M |
| Osaic Holdings, Inc. | 0.06% | Add +13.5% | 253,564 | $28.0M |
| Steward Partners Investment Advisory, LLC | 0.25% | Add +48.0% | 251,422 | $27.8M |
| Crescent Grove Advisors, LLC | 2.88% | Add +204.6% | 250,177 | $27.6M |
| Fund Evaluation Group, LLC | 1.19% | Reduce -16.6% | 250,128 | $27.6M |
| Concord Wealth Partners | 4.51% | Reduce -5.3% | 248,486 | $27.4M |
| Concord Asset Management, LLC | 5.82% | Reduce -0.9% | 239,311 | $26.4M |
| O'shaughnessy Asset Management, LLC | 0.21% | Reduce -28.4% | 237,725 | $26.3M |
| Legacy Advisory Services, LLC | 21.98% | Add +982.7% | 235,605 | $26.0M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -5.5% | 230,183 | $25.4M |
| Sierra Legacy Group | 22.81% | Add +16.3% | 226,356 | $25.0M |
| Allred Capital Management, LLC | 9.60% | Reduce -2.9% | 217,444 | $24.0M |
| Focus Partners Wealth | 0.06% | Add +2.3% | 205,469 | $22.7M |
| Able Wealth Management LLC | 13.44% | Add +0.9% | 205,206 | $22.7M |
| Mullooly Asset Management, Inc. | 10.23% | — | 204,064 | $22.5M |
| Sulzberger Capital Advisors, Inc. | 29.56% | Add +214.4% | 203,618 | $22.5M |
| Delta Investment Management, LLC | 4.18% | Reduce -6.2% | 187,605 | $20.7M |
| Simon Quick Advisors, LLC | 1.17% | Add +0.0% | 186,082 | $20.6M |
| Bull Oak Capital, LLC | 11.12% | Add +41.3% | 184,683 | $20.4M |
| Strategic Point Investment Advisors, LLC | 3.37% | Add +0.3% | 183,300 | $20.2M |
| Mascoma Wealth Management LLC | 5.02% | Add +1.2% | 182,375 | $20.1M |
| Old National Bancorp | 0.53% | Reduce -44.2% | 181,596 | $20.1M |
| Selway Asset Management | 8.24% | Add +4.5% | 180,770 | $20.0M |
| Lee Financial Co | 3.03% | Reduce -19.0% | 179,394 | $19.8M |
| IFP Advisors, Inc | 0.59% | Add +3.8% | 172,951 | $19.1M |
| Gunma Bank,Ltd. | 6.05% | No change | 170,000 | $18.8M |
| Prime Capital Investment Advisors, LLC | 0.22% | Add +4623.2% | 169,753 | $18.8M |
| Anchor Capital Advisors LLC | 0.55% | Reduce -78.6% | 166,161 | $18.4M |
| Seven Post Investment Office LP | 6.91% | Reduce -1.1% | 163,736 | $18.1M |
| Flow Traders U.S. LLC | 0.76% | Add +180.0% | 162,997 | $18.0M |
| M. Kulyk & Associates, LLC | 4.10% | Reduce -20.8% | 162,118 | $17.9M |
| Smithfield Trust Co | 0.87% | Reduce -2.8% | 157,571 | $17.4M |
| Farther Finance Advisors, LLC | 0.44% | Add +33.0% | 155,017 | $17.1M |
| Onyx Bridge Wealth Group LLC | 2.44% | Add +23.1% | 154,017 | $17.0M |
| Presidio Capital Management, LLC | 6.87% | Add +8.2% | 149,156 | $16.5M |
| GFS Advisors, LLC | 3.27% | Add +2.1% | 147,584 | $16.3M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -4.2% | 147,015 | $16.2M |
| Fairvoy Private Wealth, LLC | 4.36% | Add +22.2% | 143,671 | $15.9M |
| Comerica Bank | 0.06% | Reduce -20.1% | 138,231 | $15.3M |
| AMG National Trust Bank | 0.41% | Add +181.3% | 132,675 | $14.7M |
| Future You Wealth LLC | 9.14% | Add +6.9% | 129,205 | $14.3M |
| AdvisorNet Financial, Inc | 1.03% | Add +25.1% | 125,400 | $13.9M |
"% 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.