iShares 0-1 Year Treasury BoSHVETF
13F holders, Q4 2025 (December 31)712holders +26
55new positions
60sold out
3famous investors
$110.11avg. 13F price*
At the end of Q4 2025, 712 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, up 26 from Q3 2025. 55 opened new positions and 60 sold out. The largest holders were BlackRock, Inc. ($2.0B), Morgan Stanley ($658.0M) and Wells Fargo & Company ($545.2M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $112.8M |
| Exits | 60 | $143.9M |
All 13F filers, Q3 2025 → Q4 2025: 5,169,048 shares bought and 6,079,627 shares sold, net −910,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 712 holders
| BlackRock, Inc. | 0.03% | Reduce -3.3% | 17,948,712 | $2.0B |
| Morgan Stanley | 0.04% | Reduce -0.0% | 5,973,525 | $658.0M |
| Wells Fargo & Company | 0.11% | Reduce -10.0% | 4,949,956 | $545.2M |
| Bank of America Corp. | 0.02% | Reduce -2.8% | 3,104,994 | $342.0M |
| LPL Financial LLC | 0.09% | Add +18.6% | 3,063,342 | $337.4M |
| UBS Group AG | 0.04% | Reduce -16.0% | 1,809,401 | $199.3M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +8.4% | 1,630,567 | $179.7M |
| Wealthfront Advisers LLC | 0.40% | Reduce -17.5% | 1,617,465 | $178.2M |
| JPMorgan Chase & Co. | 0.01% | Add +1.7% | 1,533,747 | $168.9M |
| Wealthspire Retirement, LLC | 9.48% | Add +12.4% | 1,416,321 | $156.0M |
| Raymond James Financial Inc. | 0.05% | Add +2.8% | 1,389,589 | $153.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.02% | Add +7.0% | 1,331,705 | $147.0M |
| Envestnet Asset Management Inc. | 0.04% | Add +7.8% | 1,108,567 | $122.1M |
| Oakworth Capital, Inc. | 6.09% | Add +47.0% | 1,013,393 | $111.6M |
| Royal Bank of Canada | 0.02% | Reduce -5.6% | 892,597 | $98.3M |
| Stifel Financial Corp. | 0.09% | Add +23.1% | 873,059 | $96.2M |
| Trust Co | 7.91% | Add +0.2% | 765,704 | $84.3M |
| Cetera Investment Advisers | 0.09% | Reduce -12.2% | 762,509 | $84.0M |
| Betterment LLC | 0.15% | Reduce -9.7% | 706,145 | $77.8M |
| Assetmark, Inc. | 0.15% | Add +1.9% | 686,636 | $75.6M |
| Townsend & Associates, Inc | 6.14% | Add +1.6% | 624,339 | $68.9M |
| Ameriprise Financial Inc. | 0.01% | Add +9.2% | 587,530 | $64.8M |
| Truist Financial Corp. | 0.08% | Reduce -0.1% | 562,788 | $62.0M |
| Cynosure Group, LLC | 6.26% | Reduce -0.1% | 558,429 | $61.5M |
| Rockefeller Capital Management L.P. | 0.10% | Add +11.9% | 528,070 | $58.2M |
| Ausdal Financial Partners, Inc. | 2.68% | Add +16.9% | 523,880 | $57.7M |
| Hansen & Associates Financial Group, Inc. | 29.71% | Reduce -6.7% | 493,478 | $54.4M |
| Commonwealth Equity Services, LLC | 0.07% | Add +1.1% | 488,746 | $53.8M |
| Global Retirement Partners, LLC | 0.95% | Add +21.5% | 484,488 | $53.4M |
| White Lighthouse Investment Management Inc. | 7.26% | Add +46.0% | 472,420 | $52.0M |
| Cerity Partners LLC | 0.08% | Reduce -9.4% | 469,143 | $51.7M |
| Acorns Advisers, LLC | 0.39% | Add +2.9% | 467,044 | $51.4M |
| O'shaughnessy Asset Management, LLC | 0.28% | Add +40.0% | 455,567 | $50.2M |
| Banco Santander, S.A. | 0.37% | Add +26.4% | 449,776 | $49.5M |
| Americana Partners, LLC | 1.24% | Reduce -16.4% | 411,460 | $45.3M |
| Bank of Nova Scotia | 0.07% | Add +6.4% | 396,898 | $43.7M |
| True Link Financial Advisors, LLC | 2.56% | Add +4.7% | 382,565 | $42.1M |
| Able Wealth Management LLC | 12.90% | Add +72.0% | 370,179 | $40.8M |
| MML Investors Services, LLC | 0.10% | Add +7.6% | 369,730 | $40.7M |
| Focus Partners Wealth | 0.05% | Add +65.6% | 364,699 | $40.2M |
| Foundations Investment Advisors, LLC | 0.52% | Reduce -25.0% | 356,543 | $39.3M |
| Maseco LLP | 1.63% | New | 340,625 | $37.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -20.6% | 336,097 | $37.0M |
| Client First Capital LLC | 15.45% | Reduce -2.7% | 328,276 | $36.2M |
| Bulltick Wealth Management, LLC | 7.18% | Reduce -21.6% | 306,905 | $33.8M |
| Advisory Services Network, LLC | 0.48% | Reduce -0.8% | 304,917 | $33.6M |
| LaSalle St. Investment Advisors, LLC | 5.37% | Add +0.3% | 302,631 | $33.3M |
| Family Manage LLC | 4.19% | Reduce -9.4% | 300,859 | $33.1M |
| Oppenheimer & Co. Inc. | 0.46% | Add +7.0% | 295,526 | $32.6M |
| Concord Wealth Partners | 4.18% | Add +3.6% | 291,782 | $32.1M |
| Concord Asset Management, LLC | 5.38% | Add +3.1% | 282,211 | $31.1M |
| Modern Wealth Management, LLC | 0.56% | Add +6.1% | 277,393 | $30.6M |
| Fund Evaluation Group, LLC | 0.99% | Add +1.4% | 271,094 | $29.9M |
| Osaic Holdings, Inc. | 0.04% | Reduce -17.8% | 261,805 | $28.8M |
| Northwest Quadrant Wealth Management, LLC | 5.79% | Reduce -1.3% | 254,185 | $28.0M |
| Legacy Advisory Services, LLC | 20.25% | Reduce -3.1% | 244,533 | $26.9M |
| Allred Capital Management, LLC | 9.63% | Reduce -6.1% | 241,701 | $26.6M |
| HighTower Advisors, LLC | 0.03% | Add +41.7% | 239,356 | $26.4M |
| HSBC Holdings PLC | 0.01% | Reduce -14.4% | 231,033 | $25.4M |
| Sulzberger Capital Advisors, Inc. | 25.16% | Reduce -2.3% | 226,167 | $24.9M |
| Summit Financial, LLC | 0.36% | Reduce -0.2% | 225,240 | $24.8M |
| Mullooly Asset Management, Inc. | 8.96% | Add +6.5% | 222,468 | $24.5M |
| Bull Oak Capital, LLC | 9.96% | Add +3.5% | 221,264 | $24.4M |
| Mariner, LLC | 0.03% | Add +32.7% | 212,945 | $23.5M |
| Zevin Asset Management LLC | 3.12% | New | 211,520 | $23.3M |
| Strategic Point Investment Advisors, LLC | 3.03% | Add +4.1% | 198,740 | $21.9M |
| Crescent Grove Advisors, LLC | 2.06% | Add +10.5% | 196,589 | $21.7M |
| Sierra Legacy Group | 15.78% | Reduce -4.8% | 195,143 | $21.5M |
| Mascoma Wealth Management LLC | 4.60% | Add +3.3% | 194,764 | $21.5M |
| Simon Quick Advisors, LLC | 0.88% | Reduce -0.2% | 183,859 | $20.3M |
| Jane Street Group, LLC | 0.02% | Reduce -32.9% | 176,755 | $19.5M |
| Comerica Bank | 0.08% | Reduce -2.6% | 176,163 | $19.4M |
| Farther Finance Advisors, LLC | 0.20% | Add +10.1% | 172,022 | $18.9M |
| Capstone Wealth Management Group, LLC | 7.52% | Reduce -20.7% | 162,968 | $18.0M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -25.0% | 162,339 | $17.9M |
| M. Kulyk & Associates, LLC | 3.41% | Add +0.6% | 162,149 | $17.9M |
| KFA Private Wealth Group, LLC | 4.24% | Add +52.9% | 158,095 | $17.4M |
| Strategic Wealth Partners, Ltd. | 1.16% | Add +14.3% | 154,125 | $17.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -56.4% | 153,573 | $16.9M |
| AdvisorNet Financial, Inc | 0.90% | Add +4.0% | 153,207 | $16.9M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -1.8% | 151,479 | $16.7M |
| Presidio Capital Management, LLC | 4.99% | Reduce -2.6% | 150,711 | $16.6M |
| Lee Financial Co | 2.20% | Reduce -26.2% | 147,824 | $16.3M |
| IPG Investment Advisors LLC | 2.83% | Add +119.6% | 146,375 | $16.1M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +8.4% | 145,171 | $16.0M |
| NewEdge Advisors, LLC | 0.06% | Reduce -1.4% | 143,466 | $15.8M |
| Midwest Professional Planners, LTD. | 3.70% | Reduce -5.6% | 141,726 | $15.6M |
| Trajan Wealth LLC | 0.64% | Add +19.3% | 139,011 | $15.3M |
| NerdWallet Wealth Partners, LLC | 6.72% | Add +0.0% | 136,198 | $15.0M |
| Anchor Capital Advisors LLC | 0.43% | Reduce -12.3% | 136,116 | $15.0M |
| Bank of Montreal | 0.01% | Add +168.0% | 134,894 | $14.9M |
| Fairvoy Private Wealth, LLC | 3.30% | Reduce -1.8% | 133,792 | $14.7M |
| Smithfield Trust Co | 0.65% | Reduce -4.3% | 132,745 | $14.6M |
| Silicon Valley Capital Partners | 1.32% | Add +3.9% | 131,982 | $14.5M |
| GFS Advisors, LLC | 1.67% | Reduce -10.9% | 127,339 | $14.0M |
| Twelve Points Wealth Management LLC | 3.10% | New | 124,876 | $13.8M |
| Kwmg, LLC | 1.14% | Reduce -2.7% | 120,581 | $13.3M |
| Banque Pictet & Cie SA | 0.13% | Add +27.8% | 119,075 | $13.1M |
| Alpha Zero LLC | 6.97% | Add +5.0% | 115,842 | $12.8M |
| Independent Solutions Wealth Management, LLC | 2.26% | Add +19.4% | 111,699 | $12.3M |
"% 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.