Security record
SHV
iShares Trust iShares 0-1 Year Treasury Bond ETF · Financial Services · Asset Management
68Tracked holders
0Δ holders
54.90MShares held
$6.06BReported value
+4New positions
−4Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 68 | 0 | 54.90M | $6.06B | +4 | −4 |
| Q1 2026 | 69 | +3 | 55.88M | $6.17B | +6 | −3 |
| Q4 2025 | 65 | -2 | 53.91M | $5.94B | — | −2 |
| Q3 2025 | 9 | +1 | 28.07M | $3.10B | +1 | — |
| Q2 2025 | 5 | 0 | 16.31M | $1.80B | +1 | −1 |
| Q1 2025 | 3 | -1 | 1.61M | $177.71M | — | −1 |
| Q4 2024 | 4 | 0 | 1.30M | $143.61M | — | — |
| Q3 2024 | 4 | 0 | 1.30M | $143.54M | — | — |
| Q2 2024 | 4 | — | 1.01M | $111.78M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 18.15M | +1.5% | $2.00B | 0.0% | ▲ Add | 5 | SEC ↗ ×9 |
| 2 | Morgan Stanley ✦ | 5.42M | -3.5% | $597.61M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 3 | Wells Fargo & Company/Mn | 4.65M | -11.3% | $512.77M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 4 | LPL Financial LLC | 3.93M | +16.7% | $434.21M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 3.20M | +6.7% | $352.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Wealthfront Advisers LLC | 2.13M | +4.2% | $235.44M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.45M | +8.5% | $159.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | UBS Group AG | 1.40M | -16.3% | $154.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 9 | JPMorgan Chase ✦ | 1.38M | -7.9% | $152.35M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 10 | Royal Bank Of Canada | 1.30M | -5.2% | $143.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 11 | Wealth Enhancement Advisory… | 1.11M | +11.2% | $122.27M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 1.02M | -47.8% | $112.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 1.00M | -8.6% | $110.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 14 | Assetmark, Inc | 736.80K | +9.9% | $81.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 672.54K | -24.0% | $74.21M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 16 | Rockefeller Capital Management L.P. | 589.23K | +6.1% | $65.02M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Truist Financial Corp | 539.47K | -0.1% | $59.53M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 18 | Cetera Investment Advisers | 528.80K | -6.0% | $58.35M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 19 | FIL Ltd | 481.63K | -51.6% | $53.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 452.88K | +69.2% | $49.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 436.82K | +3247.5% | $48.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 435.18K | +4.7% | $48.02M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 377.44K | +413.4% | $41.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 368.10K | +18.9% | $40.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank Of Nova Scotia | 364.25K | -0.5% | $40.53M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Cerity Partners LLC | 342.21K | -3.0% | $37.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 27 | Osaic Holdings, Inc. | 276.34K | -1.8% | $30.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 28 | Focus Partners Wealth | 240.78K | -32.6% | $26.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 215.97K | -1.3% | $23.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mariner, LLC | 196.26K | -1.8% | $21.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Fifth Third Bancorp | 183.04K | +4.0% | $20.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 170.58K | +6.3% | $18.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Financial Engines Advisors L.L.C. | 155.98K | -0.7% | $17.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Hsbc Holdings Plc | 136.63K | -10.5% | $15.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 35 | Creative Planning | 123.80K | +2.6% | $13.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 86.35K | +43.5% | $9.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 77.39K | +334.9% | $8.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 68.50K | +3.6% | $7.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 39 | Schroder Investment Management Group | 57.79K | +9.6% | $6.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Lido Advisors, LLC | 54.30K | +4.1% | $5.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Jane Street Group, Llc | 51.79K | -67.1% | $5.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Us Bancorp \De\ | 45.82K | -6.1% | $5.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 43 | Corient Private Wealth LP | 40.24K | -10.0% | $4.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | TD Waterhouse Canada Inc. | 35.85K | +94.8% | $3.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Citigroup Inc | 32.25K | -54.5% | $3.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Captrust Financial Advisors | 31.45K | +90.9% | $3.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 30.68K | +20.8% | $3.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Alliancebernstein L.P. | 23.21K | -73.7% | $2.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Blair William & Co/Il | 22.91K | +2.1% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Brown Advisory Inc | 11.18K | -14.5% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 51 | Charles Schwab Investment… | 10.82K | -2.7% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | National Bank Of Canada /Fi/ | 10.63K | +1.3% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Baird Financial Group, Inc. | 9.41K | -48.1% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Nomura Asset Management Co Ltd | 9.23K | 0.0% | $1.02M | 0.0% | Held | 3 | SEC ↗ |
| 55 | Gotham Asset Management ✦ | 6.54K | 0.0% | $721,579 | 0.0% | Held | 9 | SEC ↗ |
| 56 | Nuveen, LLC | 5.90K | New | $651,286 | 0.0% | New | 1 | SEC ↗ |
| 57 | Cibc World Market Inc. | 5.77K | -55.6% | $636,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 3.81K | -4.2% | $420,163 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 59 | Quantinno Capital Management LP | 3.43K | -21.1% | $378,942 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Northern Trust Corp | 2.80K | New | $309,201 | 0.0% | New | 1 | SEC ↗ |
| 61 | Jennison Associates Llc | 2.35K | New | $259,847 | 0.0% | New | 1 | SEC ↗ |
| 62 | Fidelity (FMR) ✦ | 1.61K | +66.3% | $177,994 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 63 | Lazard Asset Management Llc | 727 | +45.4% | $80,244 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Franklin Resources Inc | 516 | 0.0% | $56,941 | 0.0% | Held | 2 | SEC ↗ |
| 65 | UBS AM, a distinct business unit of… | 161 | 0.0% | $17,766 | 0.0% | Held | 2 | SEC ↗ |
| 66 | Asset Management One Co., Ltd. | 129 | 0.0% | $14,235 | 0.0% | Held | 3 | SEC ↗ |
| 67 | Simplex Trading, Llc | 59 | New | $6,510 | 0.0% | New | 1 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 1 | 0.0% | $110 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nuveen, LLC | $651,286 | 0.0% |
| Northern Trust Corp | $309,201 | 0.0% |
| Jennison Associates Llc | $259,847 | 0.0% |
| Simplex Trading, Llc | $6,510 | 0.0% |
Exited
| Citadel Advisors | $7.42M | was 0.0% |
| Belvedere Trading LLC | $968,451 | was 0.1% |
| Bank of New York Mellon Corp | $473,608 | was 0.0% |
| Millennium Management | $276,306 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 731 holders, 89.16M shares, $9.56B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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