iShares 0-1 Year Treasury BoSHVETF
13F holders, Q3 2025 (September 30)686holders −29
42new positions
66sold out
4famous investors
$110.43avg. 13F price*
At the end of Q3 2025, 686 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, down 29 from Q2 2025. 42 opened new positions and 66 sold out. The largest holders were BlackRock, Inc. ($2.1B), Morgan Stanley ($660.1M) and Wells Fargo & Company ($607.9M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $60.1M |
| Exits | 66 | $125.3M |
All 13F filers, Q2 2025 → Q3 2025: 6,968,098 shares bought and 7,921,071 shares sold, net −952,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 686 holders
| BlackRock, Inc. | 0.04% | Add +14.5% | 18,562,710 | $2.1B |
| Morgan Stanley | 0.04% | Add +2.1% | 5,974,097 | $660.1M |
| Wells Fargo & Company | 0.12% | Add +20.4% | 5,502,299 | $607.9M |
| Bank of America Corp. | 0.03% | Add +0.7% | 3,195,036 | $353.0M |
| LPL Financial LLC | 0.08% | Add +20.0% | 2,583,945 | $285.5M |
| UBS Group AG | 0.05% | Add +11.3% | 2,154,863 | $238.1M |
| Wealthfront Advisers LLC | 0.51% | Add +10.0% | 1,960,677 | $216.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -9.7% | 1,508,599 | $166.7M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Add +2.8% | 1,503,860 | $165.7M |
| Raymond James Financial Inc. | 0.05% | Reduce -14.3% | 1,351,522 | $149.3M |
| Wealthspire Retirement, LLC | 8.89% | Add +1.1% | 1,259,640 | $139.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.05% | Reduce -19.4% | 1,245,071 | $137.4M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -7.0% | 1,028,667 | $113.7M |
| Royal Bank of Canada | 0.02% | Reduce -6.2% | 945,856 | $104.5M |
| Cetera Investment Advisers | 0.11% | Add +19.8% | 868,428 | $96.0M |
| Betterment LLC | 0.17% | Reduce -9.7% | 781,837 | $86.4M |
| Trust Co | 8.64% | Add +5.7% | 764,455 | $84.5M |
| Stifel Financial Corp. | 0.07% | Add +12.5% | 709,023 | $78.3M |
| Oakworth Capital, Inc. | 4.40% | Add +1.5% | 689,166 | $76.1M |
| Assetmark, Inc. | 0.16% | Add +3.6% | 673,953 | $74.5M |
| Townsend & Associates, Inc | 6.43% | Add +3.8% | 614,671 | $67.8M |
| Truist Financial Corp. | 0.08% | Reduce -24.2% | 563,566 | $62.3M |
| Cynosure Group, LLC | 6.71% | Reduce -0.2% | 558,882 | $61.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -8.8% | 537,884 | $59.2M |
| Hansen & Associates Financial Group, Inc. | 24.42% | Reduce -37.5% | 528,919 | $58.3M |
| Cerity Partners LLC | 0.09% | Reduce -3.1% | 517,655 | $57.2M |
| Americana Partners, LLC | 1.64% | Add +47.7% | 492,204 | $54.4M |
| Commonwealth Equity Services, LLC | 0.07% | Add +14.9% | 483,397 | $53.4M |
| Foundations Investment Advisors, LLC | 0.76% | Add +2.7% | 475,424 | $52.5M |
| Rockefeller Capital Management L.P. | 0.10% | Add +10.8% | 471,823 | $52.1M |
| Acorns Advisers, LLC | 0.39% | Add +1.0% | 453,970 | $50.2M |
| Ausdal Financial Partners, Inc. | 2.41% | Reduce -37.0% | 448,252 | $49.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +32.1% | 423,507 | $46.8M |
| Global Retirement Partners, LLC | 0.99% | Add +26.6% | 398,888 | $44.1M |
| Bulltick Wealth Management, LLC | 10.22% | Add +11.9% | 391,384 | $43.2M |
| Bank of Nova Scotia | 0.07% | Reduce -2.2% | 373,077 | $41.2M |
| True Link Financial Advisors, LLC | 2.60% | Reduce -44.4% | 365,540 | $40.4M |
| Banco Santander, S.A. | 0.35% | Add +15.2% | 355,905 | $39.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -43.2% | 352,334 | $38.9M |
| MML Investors Services, LLC | 0.10% | Reduce -0.4% | 343,554 | $38.0M |
| Client First Capital LLC | 16.61% | Reduce -9.0% | 337,393 | $37.3M |
| Family Manage LLC | 5.09% | Reduce -2.1% | 332,219 | $36.7M |
| O'shaughnessy Asset Management, LLC | 0.21% | Add +24.4% | 325,337 | $35.9M |
| White Lighthouse Investment Management Inc. | 5.45% | Add +12.2% | 323,537 | $35.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -1.4% | 318,603 | $35.2M |
| Marks Wealth, LLC | 10.68% | Reduce -34.9% | 312,928 | $34.6M |
| Advisory Services Network, LLC | 0.50% | Add +6.1% | 307,504 | $34.0M |
| LaSalle St. Investment Advisors, LLC | 5.98% | Add +4.9% | 301,860 | $33.4M |
| Concord Wealth Partners | 4.29% | Add +7.7% | 281,625 | $31.1M |
| Oppenheimer & Co. Inc. | 0.37% | Add +1.3% | 276,243 | $30.5M |
| Concord Asset Management, LLC | 5.49% | Add +4.7% | 273,694 | $30.2M |
| HSBC Holdings PLC | 0.02% | Reduce -17.6% | 269,785 | $29.8M |
| Fund Evaluation Group, LLC | 1.07% | Add +4.8% | 267,270 | $29.5M |
| Jane Street Group, LLC | 0.03% | Reduce -5.1% | 263,341 | $29.1M |
| Modern Wealth Management, LLC | 0.57% | Add +10.7% | 261,506 | $28.9M |
| Northwest Quadrant Wealth Management, LLC | 6.01% | Add +5.5% | 257,410 | $28.4M |
| Allred Capital Management, LLC | 9.90% | Reduce -9.2% | 257,333 | $28.4M |
| Legacy Advisory Services, LLC | 21.02% | Reduce -2.8% | 252,239 | $27.9M |
| SG Americas Securities, LLC | 0.10% | Add +43.5% | 252,175 | $27.9M |
| Sulzberger Capital Advisors, Inc. | 28.52% | Reduce -10.9% | 231,422 | $25.6M |
| Summit Financial, LLC | 0.38% | Reduce -22.8% | 225,739 | $24.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -13.7% | 223,814 | $24.7M |
| Focus Partners Wealth | 0.04% | Reduce -3.6% | 220,256 | $24.3M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -11.4% | 216,501 | $23.9M |
| Able Wealth Management LLC | 8.94% | Add +1.7% | 215,266 | $23.8M |
| Bull Oak Capital, LLC | 10.03% | Reduce -1.1% | 213,689 | $23.6M |
| Mullooly Asset Management, Inc. | 8.86% | Add +7.3% | 208,941 | $23.1M |
| Capstone Wealth Management Group, LLC | 9.62% | Reduce -3.5% | 205,486 | $22.7M |
| Sierra Legacy Group | 16.77% | Reduce -2.6% | 205,091 | $22.7M |
| Lee Financial Co | 2.78% | Add +16.6% | 200,307 | $22.1M |
| Strategic Point Investment Advisors, LLC | 3.03% | Add +2.3% | 190,848 | $21.1M |
| Mascoma Wealth Management LLC | 4.59% | Add +0.8% | 188,589 | $20.8M |
| Gunma Bank,Ltd. | 6.40% | Add +8.8% | 185,000 | $20.4M |
| Simon Quick Advisors, LLC | 0.92% | Reduce -0.2% | 184,307 | $20.4M |
| Comerica Bank | 0.08% | Reduce -1.0% | 180,783 | $20.0M |
| Crescent Grove Advisors, LLC | 1.88% | Reduce -2.6% | 177,877 | $19.7M |
| HighTower Advisors, LLC | 0.02% | Add +1.4% | 168,895 | $18.7M |
| M. Kulyk & Associates, LLC | 3.62% | Reduce -7.1% | 161,198 | $17.8M |
| Mariner, LLC | 0.02% | Reduce -81.8% | 160,432 | $17.7M |
| Farther Finance Advisors, LLC | 0.26% | Add +1.3% | 156,256 | $17.3M |
| Anchor Capital Advisors LLC | 0.50% | Reduce -5.1% | 155,114 | $17.1M |
| Presidio Capital Management, LLC | 6.00% | Add +2.2% | 154,687 | $17.1M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +4.2% | 154,176 | $17.0M |
| Midwest Professional Planners, LTD. | 4.05% | Reduce -18.2% | 150,142 | $16.6M |
| AdvisorNet Financial, Inc | 0.92% | Add +7.8% | 147,286 | $16.3M |
| GM Advisory Group, LLC | 0.69% | Reduce -27.7% | 146,445 | $16.2M |
| NewEdge Advisors, LLC | 0.07% | Add +15.3% | 145,574 | $16.1M |
| GFS Advisors, LLC | 2.01% | Reduce -4.2% | 142,868 | $15.8M |
| Smithfield Trust Co | 0.69% | Reduce -3.5% | 138,701 | $15.3M |
| Fairvoy Private Wealth, LLC | 3.43% | Reduce -6.0% | 136,295 | $15.1M |
| NerdWallet Wealth Partners, LLC | 7.37% | — | 136,144 | $15.0M |
| Strategic Wealth Partners, Ltd. | 1.11% | Add +1.6% | 134,818 | $14.9M |
| Beacon Pointe Advisors, LLC | 0.13% | New | 133,934 | $14.8M |
| Onyx Bridge Wealth Group LLC | 1.57% | Reduce -19.0% | 130,568 | $14.4M |
| Silicon Valley Capital Partners | 1.32% | Add +10.6% | 127,061 | $14.0M |
| Kwmg, LLC | 1.20% | Add +14.3% | 123,940 | $13.7M |
| Whalen Wealth Management Inc. | 7.99% | Add +19.3% | 123,777 | $13.7M |
| Trajan Wealth LLC | 0.56% | Reduce -6.9% | 116,497 | $12.9M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -41.0% | 111,905 | $12.4M |
| Alpha Zero LLC | 7.06% | Add +15.7% | 110,316 | $12.2M |
"% 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.