Security record · archived quarter
SHV
iShares Trust iShares 0-1 Year Treasury Bond ETF · Financial Services · Asset Management
69Tracked holders
+3Δ holders
55.88MShares held
$6.17BReported value
+6New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +4.5% ·
share flow +3.6% ·
net new positions +4.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 17.87M | -0.4% | $1.97B | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 2 | Morgan Stanley ✦ | 5.61M | -6.0% | $619.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 3 | Wells Fargo & Company/Mn | 5.24M | +5.8% | $578.17M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | LPL Financial LLC | 3.37M | +10.1% | $372.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 3.00M | -3.4% | $330.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | Wealthfront Advisers LLC | 2.05M | +26.6% | $226.08M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 1.95M | +76.2% | $215.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 1.67M | -7.6% | $184.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | JPMorgan Chase ✦ | 1.50M | -2.3% | $165.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 10 | Royal Bank Of Canada | 1.37M | +53.5% | $151.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 11 | Raymond James Financial Inc | 1.33M | -4.1% | $147.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Ameriprise Financial Inc | 1.10M | +86.5% | $121.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Wealth Enhancement Advisory… | 999.68K | -38.7% | $110.08M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 14 | FIL Ltd | 994.89K | +253052.2% | $109.83M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 884.68K | +1.3% | $97.66M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | Assetmark, Inc | 670.66K | -2.3% | $74.03M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 562.74K | -26.2% | $62.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 555.34K | +5.2% | $61.30M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Truist Financial Corp | 540.10K | -4.0% | $59.62M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Commonwealth Equity Services, Llc | 415.54K | -15.0% | $45.87M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bank Of Nova Scotia | 366.02K | -7.8% | $40.41M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Focus Partners Wealth | 357.16K | -2.1% | $39.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 352.88K | -24.8% | $38.96M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Mml Investors Services, Llc | 309.73K | -16.2% | $34.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 281.41K | +7.5% | $31.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Goldman Sachs Group ✦ | 267.73K | -20.3% | $29.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 218.75K | -8.6% | $24.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 199.89K | -6.1% | $22.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Fifth Third Bancorp | 175.98K | +36333.9% | $19.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 160.53K | +4.5% | $17.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 157.32K | -11.0% | $17.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Financial Engines Advisors L.L.C. | 157.04K | +3.7% | $17.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Hsbc Holdings Plc | 152.62K | -67.0% | $16.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 34 | Creative Planning | 120.72K | +9.5% | $13.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Alliancebernstein L.P. | 88.40K | +514.7% | $9.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 73.52K | +4960.0% | $8.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Citigroup Inc | 70.81K | +127.0% | $7.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 67.20K | New | $7.42M | 0.0% | New | 1 | SEC ↗ |
| 39 | Cwm, Llc | 67.17K | -4.4% | $7.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 66.12K | -51.0% | $7.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 41 | Jones Financial Companies Lllp | 60.19K | +16.5% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Schroder Investment Management Group | 52.75K | n/a | $5.82M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Lido Advisors, LLC | 52.17K | +12.6% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Us Bancorp \De\ | 48.78K | -0.1% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 45 | Corient Private Wealth LP | 44.72K | -34.5% | $4.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 25.40K | -4.5% | $2.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Blair William & Co/Il | 22.44K | -1.2% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | TD Waterhouse Canada Inc. | 18.40K | +6.8% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 18.15K | -0.7% | $2.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Susquehanna International Group, Llp | 17.79K | New | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 51 | Captrust Financial Advisors | 16.48K | +231.2% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Brown Advisory Inc | 13.07K | +15.8% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 53 | AQR Capital Management ✦ | 13.05K | +449.0% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Cibc World Market Inc. | 12.99K | -25.5% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Charles Schwab Investment… | 11.12K | -3.1% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 10.49K | -40.0% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 57 | Nomura Asset Management Co Ltd | 9.23K | 0.0% | $1.02M | 0.0% | Held | 2 | SEC ↗ |
| 58 | Belvedere Trading LLC | 8.77K | +4.5% | $968,451 | 0.1% | ▲ Add | 2 | SEC ↗ |
| 59 | Gotham Asset Management ✦ | 6.54K | 0.0% | $721,840 | 0.0% | Held | 8 | SEC ↗ |
| 60 | Quantinno Capital Management LP | 4.35K | New | $480,417 | 0.0% | New | 1 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 4.29K | -52.5% | $473,608 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 62 | Pnc Financial Services Group, Inc. | 3.97K | -0.6% | $438,728 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 63 | Millennium Management ✦ | 2.50K | New | $276,306 | 0.0% | New | 1 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 970 | -63.3% | $107,101 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 65 | Franklin Resources Inc | 516 | New | $56,961 | 0.0% | New | 1 | SEC ↗ |
| 66 | Lazard Asset Management Llc | 500 | 0.0% | $55,195 | 0.0% | Held | 2 | SEC ↗ |
| 67 | UBS AM, a distinct business unit of… | 161 | New | $17,773 | 0.0% | New | 1 | SEC ↗ |
| 68 | Asset Management One Co., Ltd. | 129 | 0.0% | $14,240 | 0.0% | Held | 2 | SEC ↗ |
| 69 | Russell Investments Group, Ltd. | 1 | 0.0% | $110 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $7.42M | 0.0% |
| Susquehanna International… | $1.96M | 0.0% |
| Quantinno Capital Management… | $480,417 | 0.0% |
| Millennium Management | $276,306 | 0.0% |
| Franklin Resources Inc | $56,961 | 0.0% |
| UBS AM, a distinct business… | $17,773 | 0.0% |
Exited
| Tidal Investments LLC | $3.56M | was 0.0% |
| Tudor Investment Corp Et Al | $262,377 | was 0.0% |
| Simplex Trading, Llc | $43,729 | 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: Q1 2026 ·
Methodology ·
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