Security record · archived quarter
SHV
iShares Trust iShares 0-1 Year Treasury Bond ETF · Financial Services · Asset Management
65Tracked holders
-2Δ holders
53.91MShares held
$5.94BReported value
+0New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -3.0% ·
share flow -4.0% ·
net new positions -3.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1.12M | $123.04M | n/a | n/a |
| Q2 2026 | 67 | 0 | 54.69M | $6.03B | +4 | −5 |
| Q1 2026 | 69 | +3 | 55.88M | $6.17B | +6 | −3 |
| Q4 2025 | 65 | -2 | 53.91M | $5.94B | n/a | −2 |
| Q3 2025 | 9 | +1 | 28.07M | $3.10B | +1 | n/a |
| Q2 2025 | 5 | 0 | 16.31M | $1.80B | +1 | −1 |
| Q1 2025 | 3 | -1 | 1.61M | $177.71M | n/a | −1 |
| Q4 2024 | 4 | 0 | 1.30M | $143.61M | n/a | n/a |
| Q3 2024 | 4 | 0 | 1.30M | $143.54M | n/a | n/a |
| Q2 2024 | 4 | n/a | 1.01M | $111.78M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 17.95M | -3.3% | $1.98B | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 2 | Morgan Stanley ✦ | 5.97M | 0.0% | $657.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | Wells Fargo & Company/Mn | 4.95M | n/a | $545.24M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 4 | Bank Of America Corp /De/ | 3.10M | n/a | $342.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 3.06M | n/a | $337.43M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 1.81M | n/a | $199.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 1.63M | n/a | $179.67M | 0.2% | n/c | 1 | SEC ↗ |
| 8 | Wealthfront Advisers LLC | 1.62M | n/a | $178.16M | 0.4% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 1.53M | -49.2% | $168.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 10 | Raymond James Financial Inc | 1.39M | n/a | $153.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 1.11M | n/a | $122.11M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 892.60K | n/a | $98.32M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 13 | Stifel Financial Corp | 873.06K | n/a | $96.17M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 14 | Cetera Investment Advisers | 762.51K | n/a | $83.99M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Assetmark, Inc | 686.64K | n/a | $75.63M | 0.2% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 587.53K | n/a | $64.85M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 17 | Truist Financial Corp | 562.79K | n/a | $61.99M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 18 | Rockefeller Capital Management L.P. | 528.07K | n/a | $58.17M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 19 | Commonwealth Equity Services, Llc | 488.75K | n/a | $53.84M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Cerity Partners LLC | 469.14K | n/a | $51.68M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 21 | Hsbc Holdings Plc | 462.07K | n/a | $50.90M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 22 | Bank Of Nova Scotia | 396.90K | n/a | $43.72M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 23 | Mml Investors Services, Llc | 369.73K | n/a | $40.73M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Focus Partners Wealth | 364.70K | n/a | $40.17M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 336.10K | -20.6% | $37.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 261.81K | n/a | $28.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | HighTower Advisors, LLC | 239.36K | n/a | $26.37M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 212.94K | n/a | $23.46M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | Jane Street Group, Llc | 176.75K | n/a | $19.47M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 153.57K | n/a | $16.92M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Financial Engines Advisors L.L.C. | 151.48K | n/a | $16.69M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 134.89K | n/a | $14.86M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 33 | Creative Planning | 110.24K | n/a | $12.14M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cwm, Llc | 70.30K | n/a | $7.74M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Corient Private Wealth LP | 68.27K | n/a | $7.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Jones Financial Companies Lllp | 51.65K | n/a | $5.69M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 48.83K | n/a | $5.38M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 38 | Lido Advisors, LLC | 46.34K | n/a | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Tidal Investments LLC | 32.30K | n/a | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Citigroup Inc | 31.20K | n/a | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 26.60K | n/a | $2.93M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Blair William & Co/Il | 22.71K | n/a | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 18.28K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 17.49K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Cibc World Market Inc. | 17.43K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 17.23K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Alliancebernstein L.P. | 14.38K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Charles Schwab Investment… | 11.48K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Brown Advisory Inc | 11.28K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | Nomura Asset Management Co Ltd | 9.23K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 9.03K | n/a | $994,497 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 52 | Belvedere Trading LLC | 8.39K | n/a | $924,489 | 0.2% | n/c | 1 | SEC ↗ |
| 53 | Gotham Asset Management ✦ | 6.54K | 0.0% | $720,271 | 0.0% | Held | 7 | SEC ↗ |
| 54 | Captrust Financial Advisors | 4.98K | n/a | $548,086 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 4.00K | n/a | $440,264 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 56 | Fidelity (FMR) ✦ | 2.65K | -80.7% | $291,494 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Tudor Investment Corp Et Al | 2.38K | n/a | $262,377 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 2.38K | 0.0% | $261,827 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 1.45K | n/a | $160,048 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Lazard Asset Management Llc | 500 | n/a | $55,075 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Fifth Third Bancorp | 483 | n/a | $53,202 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Simplex Trading, Llc | 397 | n/a | $43,729 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | FIL Ltd | 393 | n/a | $43,289 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Asset Management One Co., Ltd. | 129 | n/a | $14,204 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Russell Investments Group, Ltd. | 1 | n/a | $110 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $7.08M | was 0.0% |
| Millennium Management | $1.09M | 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: Q4 2025 ·
Methodology ·
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