iShares 0-1 Year Treasury BoSHVETF
13F holders, Q2 2025 (June 30)715holders −8
60new positions
68sold out
3famous investors
$109.79avg. 13F price*
At the end of Q2 2025, 715 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, down 8 from Q1 2025. 60 opened new positions and 68 sold out. The largest holders were BlackRock, Inc. ($1.8B), Morgan Stanley ($646.3M) and Wells Fargo & Company ($504.8M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $181.7M |
| Exits | 68 | $213.3M |
All 13F filers, Q1 2025 → Q2 2025: 10,091,481 shares bought and 11,045,075 shares sold, net −953,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 715 holders
| BlackRock, Inc. | 0.03% | Add +4.5% | 16,205,811 | $1.8B |
| Morgan Stanley | 0.04% | Add +12.4% | 5,852,727 | $646.3M |
| Wells Fargo & Company | 0.11% | Add +19.1% | 4,571,376 | $504.8M |
| Bank of America Corp. | 0.03% | Add +22.3% | 3,172,414 | $350.3M |
| LPL Financial LLC | 0.08% | Add +1.3% | 2,153,540 | $237.8M |
| UBS Group AG | 0.04% | Add +52.9% | 1,935,717 | $213.7M |
| Wealthfront Advisers LLC | 0.51% | Add +16.2% | 1,782,762 | $196.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.8% | 1,671,245 | $184.5M |
| Raymond James Financial Inc. | 0.06% | Add +11.3% | 1,576,192 | $174.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.54% | Add +1.8% | 1,544,694 | $170.0M |
| Wealth Enhancement Advisory Services, LLC | 0.27% | Reduce -3.6% | 1,462,732 | $161.1M |
| Wealthspire Retirement, LLC | 9.09% | Add +45.3% | 1,245,522 | $137.5M |
| Envestnet Asset Management Inc. | 0.04% | Add +11.3% | 1,105,942 | $122.1M |
| Royal Bank of Canada | 0.02% | Add +0.2% | 1,007,841 | $111.3M |
| Mariner, LLC | 0.14% | Add +780.9% | 883,796 | $97.6M |
| Betterment LLC | 0.20% | Reduce -22.7% | 865,310 | $95.5M |
| Hansen & Associates Financial Group, Inc. | 50.72% | Reduce -13.5% | 846,220 | $93.4M |
| Truist Financial Corp. | 0.12% | Reduce -26.8% | 743,105 | $82.1M |
| Cetera Investment Advisers | 0.14% | Reduce -4.1% | 725,115 | $80.1M |
| Trust Co | 9.01% | Add +1.7% | 723,437 | $79.9M |
| Ausdal Financial Partners, Inc. | 5.24% | Reduce -24.8% | 711,846 | $78.6M |
| Oakworth Capital, Inc. | 4.83% | Reduce -17.0% | 679,028 | $75.0M |
| True Link Financial Advisors, LLC | 5.01% | Add +4.0% | 657,201 | $72.6M |
| Assetmark, Inc. | 0.17% | Add +4.6% | 650,493 | $71.8M |
| Stifel Financial Corp. | 0.07% | Add +5.0% | 630,394 | $69.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +8.5% | 620,211 | $68.5M |
| Townsend & Associates, Inc | 6.48% | Add +1.7% | 592,402 | $65.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -24.2% | 589,454 | $65.1M |
| Cynosure Group, LLC | 7.00% | No change | 559,842 | $61.8M |
| Cerity Partners LLC | 0.11% | Add +0.0% | 534,256 | $59.0M |
| Marks Wealth, LLC | 17.22% | Reduce -65.9% | 480,919 | $53.1M |
| Foundations Investment Advisors, LLC | 0.81% | Add +12.7% | 462,863 | $51.1M |
| Acorns Advisers, LLC | 0.43% | Add +0.6% | 449,639 | $49.6M |
| Rockefeller Capital Management L.P. | 0.11% | Add +8.0% | 425,884 | $48.9M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -0.1% | 420,770 | $46.5M |
| Bank of Nova Scotia | 0.09% | Reduce -4.2% | 381,309 | $42.1M |
| Client First Capital LLC | 19.23% | Add +4.0% | 370,916 | $41.0M |
| Bulltick Wealth Management, LLC | 9.53% | Reduce -10.3% | 349,894 | $38.6M |
| MML Investors Services, LLC | 0.11% | Add +8.7% | 344,915 | $38.1M |
| Family Manage LLC | 5.69% | Add +4.8% | 339,450 | $37.5M |
| Americana Partners, LLC | 1.27% | Reduce -10.8% | 333,276 | $36.8M |
| HSBC Holdings PLC | 0.02% | Reduce -19.7% | 327,572 | $36.2M |
| Osaic Holdings, Inc. | 0.06% | Add +27.4% | 323,101 | $35.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +16.8% | 320,642 | $35.4M |
| Global Retirement Partners, LLC | 0.86% | — | 315,119 | $34.8M |
| Banco Santander, S.A. | 0.32% | Add +173.9% | 309,079 | $34.1M |
| Guidance Capital, Inc. | 9.33% | Reduce -51.3% | 297,098 | $32.7M |
| Summit Financial, LLC | 0.73% | Reduce -50.1% | 292,466 | $32.3M |
| Advisory Services Network, LLC | 0.52% | Reduce -12.5% | 289,879 | $32.0M |
| White Lighthouse Investment Management Inc. | 5.18% | Add +0.4% | 288,246 | $31.8M |
| LaSalle St. Investment Advisors, LLC | 8.72% | Add +0.4% | 287,846 | $31.8M |
| Quadrature Capital Ltd | 0.54% | New | 286,440 | $31.6M |
| Allred Capital Management, LLC | 11.70% | Add +30.3% | 283,342 | $31.3M |
| Jane Street Group, LLC | 0.05% | Reduce -32.5% | 277,471 | $30.6M |
| Oppenheimer & Co. Inc. | 0.40% | Reduce -0.0% | 272,764 | $30.1M |
| O'shaughnessy Asset Management, LLC | 0.20% | Add +10.1% | 261,634 | $28.9M |
| Concord Asset Management, LLC | 4.34% | Add +9.2% | 261,414 | $28.9M |
| Concord Wealth Partners | 4.21% | Add +5.2% | 261,414 | $28.9M |
| Sulzberger Capital Advisors, Inc. | 33.57% | Add +27.6% | 259,805 | $28.7M |
| Legacy Advisory Services, LLC | 22.72% | Add +10.1% | 259,486 | $28.7M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -61.5% | 259,435 | $28.6M |
| Fund Evaluation Group, LLC | 1.09% | Add +1.9% | 254,989 | $28.2M |
| Janney Montgomery Scott LLC | 0.07% | Add +6.2% | 244,507 | $27.0M |
| Northwest Quadrant Wealth Management, LLC | 6.01% | Reduce -5.0% | 244,079 | $27.0M |
| Modern Wealth Management, LLC | 0.64% | New | 236,188 | $26.1M |
| Focus Partners Wealth | 0.05% | Add +11.2% | 228,513 | $25.2M |
| Bull Oak Capital, LLC | 10.87% | Add +17.0% | 216,101 | $23.9M |
| Maseco LLP | 0.90% | — | 214,355 | $23.7M |
| Capstone Wealth Management Group, LLC | 22.57% | Add +94.7% | 213,053 | $23.5M |
| Able Wealth Management LLC | 11.78% | Add +3.1% | 211,628 | $23.4M |
| Sierra Legacy Group | 18.04% | Reduce -7.0% | 210,532 | $23.2M |
| GM Advisory Group, LLC | 1.11% | Reduce -57.3% | 202,611 | $22.4M |
| Penserra Capital Management LLC | 0.30% | New | 195,248 | $21.6M |
| Mullooly Asset Management, Inc. | 9.02% | Reduce -4.6% | 194,696 | $21.5M |
| Steward Partners Investment Advisory, LLC | 0.16% | Reduce -24.5% | 189,762 | $21.0M |
| Mascoma Wealth Management LLC | 4.80% | Add +2.6% | 187,136 | $20.7M |
| Strategic Point Investment Advisors, LLC | 3.18% | Add +1.8% | 186,551 | $20.6M |
| Simon Quick Advisors, LLC | 1.03% | Reduce -0.7% | 184,729 | $20.4M |
| Midwest Professional Planners, LTD. | 5.34% | Add +279.2% | 183,503 | $20.3M |
| Crescent Grove Advisors, LLC | 1.95% | Reduce -27.0% | 182,560 | $20.2M |
| Comerica Bank | 0.08% | Add +32.0% | 182,529 | $20.2M |
| Susquehanna International Group, LLP | 0.03% | New | 176,657 | $19.5M |
| SG Americas Securities, LLC | 0.09% | Add +52.0% | 175,683 | $19.4M |
| M. Kulyk & Associates, LLC | 4.16% | Add +7.0% | 173,441 | $19.2M |
| Lee Financial Co | 2.72% | Reduce -4.2% | 171,837 | $19.0M |
| Gunma Bank,Ltd. | 6.13% | No change | 170,000 | $18.8M |
| HighTower Advisors, LLC | 0.02% | Reduce -58.1% | 166,495 | $18.4M |
| Anchor Capital Advisors LLC | 0.53% | Reduce -1.7% | 163,392 | $18.0M |
| Onyx Bridge Wealth Group LLC | 2.35% | Add +4.7% | 161,273 | $17.8M |
| Flow Traders U.S. LLC | 0.64% | Reduce -3.7% | 156,982 | $17.3M |
| Farther Finance Advisors, LLC | 0.34% | Reduce -0.5% | 154,220 | $17.0M |
| Presidio Capital Management, LLC | 6.44% | Add +1.5% | 151,398 | $16.7M |
| BNP Paribas Financial Markets | 0.01% | Add +28.3% | 149,104 | $16.5M |
| GFS Advisors, LLC | 2.25% | Add +1.0% | 149,048 | $16.5M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +0.7% | 148,023 | $16.3M |
| RFG Advisory, LLC | 0.38% | Add +864.0% | 147,171 | $16.3M |
| Fairvoy Private Wealth, LLC | 3.98% | Add +0.9% | 145,036 | $16.0M |
| Smithfield Trust Co | 0.75% | Reduce -8.8% | 143,720 | $15.9M |
| Delta Investment Management, LLC | 3.01% | Reduce -24.4% | 141,778 | $15.7M |
| AdvisorNet Financial, Inc | 0.97% | Add +9.0% | 136,635 | $15.1M |
"% 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.