iShares 0-1 Year Treasury BoSHVETF
13F holders, Q1 2026 (March 31)742holders +30
83new positions
56sold out
4famous investors
$109.50avg. 13F price*
At the end of Q1 2026, 742 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, up 30 from Q4 2025. 83 opened new positions and 56 sold out. The largest holders were BlackRock, Inc. ($2.0B), Morgan Stanley ($619.7M) and Wells Fargo & Company ($578.2M). 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 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $212.6M |
| Exits | 56 | $92.8M |
All 13F filers, Q4 2025 → Q1 2026: 12,711,405 shares bought and 6,250,056 shares sold, net +6,461,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 742 holders
| BlackRock, Inc. | 0.03% | Reduce -0.4% | 17,874,358 | $2.0B |
| Morgan Stanley | 0.04% | Reduce -6.0% | 5,613,698 | $619.7M |
| Wells Fargo & Company | 0.12% | Add +5.8% | 5,237,551 | $578.2M |
| LPL Financial LLC | 0.10% | Add +10.1% | 3,372,278 | $372.3M |
| Bank of America Corp. | 0.02% | Reduce -3.4% | 2,998,060 | $331.0M |
| Marks Wealth, LLC | 62.68% | Add +25091.8% | 2,158,181 | $238.2M |
| Wealthfront Advisers LLC | 0.50% | Add +26.6% | 2,048,039 | $226.1M |
| Envestnet Asset Management Inc. | 0.06% | Add +76.2% | 1,952,895 | $215.6M |
| UBS Group AG | 0.03% | Reduce -7.6% | 1,672,404 | $184.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.3% | 1,498,524 | $165.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.10% | Add +7.6% | 1,432,889 | $157.4M |
| Royal Bank of Canada | 0.03% | Add +53.5% | 1,369,661 | $151.2M |
| Raymond James Financial Inc. | 0.05% | Reduce -4.1% | 1,332,318 | $147.1M |
| Ameriprise Financial Inc. | 0.03% | Add +86.5% | 1,096,052 | $121.0M |
| Wealthspire Retirement, LLC | 6.85% | Reduce -26.9% | 1,034,731 | $114.2M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Reduce -38.7% | 999,682 | $110.1M |
| FIL Ltd | 0.09% | Add +253052.2% | 994,888 | $109.8M |
| Stifel Financial Corp. | 0.09% | Add +1.3% | 884,679 | $97.7M |
| Trust Co | 8.18% | Add +3.2% | 790,499 | $87.3M |
| Americana Partners, LLC | 2.25% | Add +90.7% | 784,593 | $86.6M |
| Oakworth Capital, Inc. | 4.08% | Reduce -31.1% | 698,718 | $77.1M |
| Assetmark, Inc. | 0.15% | Reduce -2.3% | 670,664 | $74.0M |
| Betterment LLC | 0.14% | Reduce -7.7% | 651,818 | $72.0M |
| Townsend & Associates, Inc | 6.15% | Add +3.5% | 645,959 | $71.3M |
| Cetera Investment Advisers | 0.07% | Reduce -26.2% | 562,738 | $62.1M |
| Rockefeller Capital Management L.P. | 0.11% | Add +5.2% | 555,335 | $61.3M |
| Cynosure Group, LLC | 7.54% | Reduce -2.1% | 546,422 | $60.3M |
| Truist Financial Corp. | 0.08% | Reduce -4.0% | 540,099 | $59.6M |
| White Lighthouse Investment Management Inc. | 7.96% | Add +10.0% | 519,501 | $57.3M |
| Acorns Advisers, LLC | 0.40% | Add +4.2% | 486,564 | $53.7M |
| Hansen & Associates Financial Group, Inc. | 28.15% | Reduce -3.8% | 474,887 | $52.3M |
| Ausdal Financial Partners, Inc. | 2.11% | Reduce -18.5% | 427,077 | $47.1M |
| O'shaughnessy Asset Management, LLC | 0.23% | Reduce -8.4% | 417,431 | $46.1M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -15.0% | 415,538 | $45.9M |
| A&I Financial Services, LLC | 20.81% | New | 397,877 | $43.9M |
| Foundations Investment Advisors, LLC | 0.54% | Add +10.5% | 393,978 | $43.5M |
| LaSalle St. Investment Advisors, LLC | 5.98% | Add +27.0% | 384,338 | $42.4M |
| Able Wealth Management LLC | 11.34% | Add +3.8% | 384,120 | $42.4M |
| Summit Financial, LLC | 0.54% | Add +69.1% | 380,800 | $42.0M |
| Bank of Nova Scotia | 0.07% | Reduce -7.8% | 366,024 | $40.4M |
| Focus Partners Wealth | 0.04% | Reduce -2.1% | 357,161 | $39.4M |
| Cerity Partners LLC | 0.06% | Reduce -24.8% | 352,884 | $39.0M |
| GFS Advisors, LLC | 2.38% | Add +346.3% | 568,359 | $36.9M |
| Maseco LLP | 1.15% | Reduce -2.3% | 332,850 | $36.7M |
| Financial Consulate, Inc. | 4.52% | New | 328,716 | $36.3M |
| Oppenheimer & Co. Inc. | 0.44% | Add +10.4% | 326,348 | $36.0M |
| Family Manage LLC | 4.10% | Add +3.0% | 310,017 | $34.2M |
| MML Investors Services, LLC | 0.09% | Reduce -16.2% | 309,732 | $34.2M |
| Advisory Services Network, LLC | 0.43% | Reduce -3.5% | 294,329 | $32.5M |
| Client First Capital LLC | 13.86% | Reduce -13.0% | 285,502 | $31.5M |
| Osaic Holdings, Inc. | 0.05% | Add +7.5% | 281,409 | $31.1M |
| Banco Santander, S.A. | 0.25% | Reduce -37.9% | 279,368 | $30.8M |
| Fund Evaluation Group, LLC | 0.94% | Add +2.4% | 277,555 | $30.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.3% | 267,729 | $29.6M |
| Zevin Asset Management LLC | 4.07% | Add +25.9% | 266,374 | $29.4M |
| Modern Wealth Management, LLC | 0.50% | Reduce -4.7% | 264,260 | $29.1M |
| Bull Oak Capital, LLC | 10.78% | Add +14.9% | 254,134 | $28.1M |
| Northwest Quadrant Wealth Management, LLC | 5.75% | Reduce -1.4% | 250,585 | $27.7M |
| Blueprint Investment Partners LLC | 2.72% | New | 241,691 | $26.7M |
| Janney Montgomery Scott LLC | 0.06% | Add +44.1% | 233,896 | $25.8M |
| Allred Capital Management, LLC | 9.31% | Reduce -4.2% | 231,639 | $25.6M |
| Mullooly Asset Management, Inc. | 9.35% | Add +3.1% | 229,384 | $25.3M |
| Legacy Advisory Services, LLC | 19.27% | Reduce -6.5% | 228,697 | $25.2M |
| HighTower Advisors, LLC | 0.03% | Reduce -8.6% | 218,748 | $24.1M |
| Bulltick Wealth Management, LLC | 5.26% | Reduce -29.7% | 215,694 | $23.8M |
| Alpha Zero LLC | 11.92% | Add +84.1% | 213,315 | $23.5M |
| Mariner, LLC | 0.03% | Reduce -6.1% | 199,891 | $22.1M |
| Sulzberger Capital Advisors, Inc. | 21.08% | Reduce -17.3% | 187,087 | $20.7M |
| Sumitomo Mitsui Financial Group, Inc. | 0.42% | Add +70.7% | 185,685 | $20.5M |
| Farther Finance Advisors, LLC | 0.19% | Add +6.7% | 183,613 | $20.2M |
| Sierra Legacy Group | 15.36% | Reduce -6.5% | 182,409 | $20.1M |
| Simon Quick Advisors, LLC | 0.91% | Reduce -2.5% | 179,300 | $19.8M |
| Norris Financial Group, LLC | 6.46% | Add +435.3% | 179,196 | $19.8M |
| Fifth Third Bancorp | 0.04% | Add +36333.9% | 175,976 | $19.4M |
| AdvisorNet Financial, Inc | 0.99% | Add +12.6% | 172,526 | $19.0M |
| Strategic Wealth Partners, Ltd. | 1.25% | Add +5.6% | 162,783 | $18.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.5% | 160,535 | $17.7M |
| KFA Private Wealth Group, LLC | 4.20% | Add +0.2% | 158,415 | $17.5M |
| Jane Street Group, LLC | 0.02% | Reduce -11.0% | 157,317 | $17.4M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +3.7% | 157,040 | $17.3M |
| Capstone Wealth Management Group, LLC | 7.20% | Reduce -4.5% | 155,706 | $17.2M |
| Midwest Professional Planners, LTD. | 4.04% | Add +9.7% | 155,474 | $17.2M |
| M. Kulyk & Associates, LLC | 3.20% | Reduce -4.3% | 155,128 | $17.1M |
| HSBC Holdings PLC | 0.01% | Reduce -33.9% | 152,620 | $16.8M |
| NewEdge Advisors, LLC | 0.06% | Add +1.6% | 145,787 | $16.1M |
| Independent Solutions Wealth Management, LLC | 2.36% | Add +29.8% | 145,014 | $16.0M |
| Fairvoy Private Wealth, LLC | 3.82% | Add +8.3% | 144,859 | $16.0M |
| Presidio Capital Management, LLC | 4.61% | Reduce -4.6% | 143,842 | $15.9M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -1.7% | 142,763 | $15.8M |
| Mascoma Wealth Management LLC | 3.20% | Reduce -27.9% | 140,462 | $15.5M |
| Equitable Holdings, Inc. | 0.10% | Add +135.1% | 138,295 | $15.2M |
| Principal Securities, Inc. | 0.22% | Add +465.4% | 137,329 | $15.2M |
| Smithfield Trust Co | 0.65% | Add +1.6% | 134,826 | $14.9M |
| Anchor Capital Advisors LLC | 0.42% | Reduce -1.0% | 134,791 | $14.9M |
| IPG Investment Advisors LLC | 2.48% | Reduce -10.8% | 130,628 | $14.4M |
| Personal Cfo Solutions, LLC | 1.99% | New | 128,329 | $14.2M |
| Silicon Valley Capital Partners | 1.39% | Reduce -2.8% | 128,263 | $14.2M |
| NerdWallet Wealth Partners, LLC | 6.13% | Reduce -6.6% | 127,248 | $14.0M |
| Kwmg, LLC | 1.16% | Add +4.3% | 125,721 | $13.9M |
| Trajan Wealth LLC | 0.55% | Reduce -10.5% | 124,400 | $13.7M |
"% 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.