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Security record

SHV

iShares Trust iShares 0-1 Year Treasury Bond ETF · Financial Services · Asset Management

110.34 0.0% mkt cap $21.00B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
68Tracked holders
0Δ holders
54.90MShares held
$6.06BReported value
+4New positions
−4Exits
Stable Conviction score 37/100 How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 18.15M +1.5% $2.00B 0.0% ▲ Add 5 SEC ↗
2 BlackRock (passive) 18.15M +1.5% $2.00B 0.0% ▲ Add 5 SEC ↗
3 BlackRock (passive) 18.15M +1.5% $2.00B 0.0% ▲ Add 5 SEC ↗
4 BlackRock (passive) 18.15M +1.5% $2.00B 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 18.15M +1.5% $2.00B 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 18.15M +1.5% $2.00B 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 18.15M +1.5% $2.00B 0.0% ▲ Add 5 SEC ↗
8 BlackRock (passive) 18.15M +1.5% $2.00B 0.0% ▲ Add 5 SEC ↗
9 BlackRock (passive) 18.15M +1.5% $2.00B 0.0% ▲ Add 5 SEC ↗
10 Morgan Stanley 5.42M -3.5% $597.61M 0.0% ▼ Trim 4 SEC ↗
11 Morgan Stanley 5.42M -3.5% $597.61M 0.0% ▼ Trim 4 SEC ↗
12 Morgan Stanley 5.42M -3.5% $597.61M 0.0% ▼ Trim 4 SEC ↗
13 Morgan Stanley 5.42M -3.5% $597.61M 0.0% ▼ Trim 4 SEC ↗
14 Wells Fargo & Company/Mn 4.65M -11.3% $512.77M 0.1% ▼ Trim 3 SEC ↗
15 Wells Fargo & Company/Mn 4.65M -11.3% $512.77M 0.1% ▼ Trim 3 SEC ↗
16 Wells Fargo & Company/Mn 4.65M -11.3% $512.77M 0.1% ▼ Trim 3 SEC ↗
17 Wells Fargo & Company/Mn 4.65M -11.3% $512.77M 0.1% ▼ Trim 3 SEC ↗
18 LPL Financial LLC 3.93M +16.7% $434.21M 0.1% ▲ Add 3 SEC ↗
19 Bank Of America Corp /De/ 3.20M +6.7% $352.99M 0.0% ▲ Add 3 SEC ↗
20 Bank Of America Corp /De/ 3.20M +6.7% $352.99M 0.0% ▲ Add 3 SEC ↗
21 Bank Of America Corp /De/ 3.20M +6.7% $352.99M 0.0% ▲ Add 3 SEC ↗
22 Bank Of America Corp /De/ 3.20M +6.7% $352.99M 0.0% ▲ Add 3 SEC ↗
23 Wealthfront Advisers LLC 2.13M +4.2% $235.44M 0.5% ▲ Add 3 SEC ↗
24 Raymond James Financial Inc 1.45M +8.5% $159.46M 0.0% ▲ Add 3 SEC ↗
25 Raymond James Financial Inc 1.45M +8.5% $159.46M 0.0% ▲ Add 3 SEC ↗
26 Raymond James Financial Inc 1.45M +8.5% $159.46M 0.0% ▲ Add 3 SEC ↗
27 UBS Group AG 1.40M -16.3% $154.43M 0.0% ▼ Trim 3 SEC ↗
28 UBS Group AG 1.40M -16.3% $154.43M 0.0% ▼ Trim 3 SEC ↗
29 UBS Group AG 1.40M -16.3% $154.43M 0.0% ▼ Trim 3 SEC ↗
30 UBS Group AG 1.40M -16.3% $154.43M 0.0% ▼ Trim 3 SEC ↗
31 UBS Group AG 1.40M -16.3% $154.43M 0.0% ▼ Trim 3 SEC ↗
32 JPMorgan Chase 1.38M -7.9% $152.35M 0.0% ▼ Trim 4 SEC ↗
33 JPMorgan Chase 1.38M -7.9% $152.35M 0.0% ▼ Trim 4 SEC ↗
34 JPMorgan Chase 1.38M -7.9% $152.35M 0.0% ▼ Trim 4 SEC ↗
35 JPMorgan Chase 1.38M -7.9% $152.35M 0.0% ▼ Trim 4 SEC ↗
36 JPMorgan Chase 1.38M -7.9% $152.35M 0.0% ▼ Trim 4 SEC ↗
37 JPMorgan Chase 1.38M -7.9% $152.35M 0.0% ▼ Trim 4 SEC ↗
38 JPMorgan Chase 1.38M -7.9% $152.35M 0.0% ▼ Trim 4 SEC ↗
39 Royal Bank Of Canada 1.30M -5.2% $143.27M 0.0% ▼ Trim 3 SEC ↗
40 Royal Bank Of Canada 1.30M -5.2% $143.27M 0.0% ▼ Trim 3 SEC ↗
41 Royal Bank Of Canada 1.30M -5.2% $143.27M 0.0% ▼ Trim 3 SEC ↗
42 Royal Bank Of Canada 1.30M -5.2% $143.27M 0.0% ▼ Trim 3 SEC ↗
43 Royal Bank Of Canada 1.30M -5.2% $143.27M 0.0% ▼ Trim 3 SEC ↗
44 Royal Bank Of Canada 1.30M -5.2% $143.27M 0.0% ▼ Trim 3 SEC ↗
45 Royal Bank Of Canada 1.30M -5.2% $143.27M 0.0% ▼ Trim 3 SEC ↗
46 Wealth Enhancement Advisory… 1.11M +11.2% $122.27M 0.2% ▲ Add 3 SEC ↗
47 Envestnet Asset Management Inc 1.02M -47.8% $112.53M 0.0% ▼ Trim 3 SEC ↗
48 Ameriprise Financial Inc 1.00M -8.6% $110.55M 0.0% ▼ Trim 3 SEC ↗
49 Ameriprise Financial Inc 1.00M -8.6% $110.55M 0.0% ▼ Trim 3 SEC ↗
50 Ameriprise Financial Inc 1.00M -8.6% $110.55M 0.0% ▼ Trim 3 SEC ↗
51 Ameriprise Financial Inc 1.00M -8.6% $110.55M 0.0% ▼ Trim 3 SEC ↗
52 Assetmark, Inc 736.80K +9.9% $81.31M 0.1% ▲ Add 3 SEC ↗
53 Stifel Financial Corp 672.54K -24.0% $74.21M 0.1% ▼ Trim 3 SEC ↗
54 Stifel Financial Corp 672.54K -24.0% $74.21M 0.1% ▼ Trim 3 SEC ↗
55 Stifel Financial Corp 672.54K -24.0% $74.21M 0.1% ▼ Trim 3 SEC ↗
56 Stifel Financial Corp 672.54K -24.0% $74.21M 0.1% ▼ Trim 3 SEC ↗
57 Rockefeller Capital Management L.P. 589.23K +6.1% $65.02M 0.1% ▲ Add 3 SEC ↗
58 Rockefeller Capital Management L.P. 589.23K +6.1% $65.02M 0.1% ▲ Add 3 SEC ↗
59 Rockefeller Capital Management L.P. 589.23K +6.1% $65.02M 0.1% ▲ Add 3 SEC ↗
60 Truist Financial Corp 539.47K -0.1% $59.53M 0.1% ▼ Trim 3 SEC ↗
61 Truist Financial Corp 539.47K -0.1% $59.53M 0.1% ▼ Trim 3 SEC ↗
62 Truist Financial Corp 539.47K -0.1% $59.53M 0.1% ▼ Trim 3 SEC ↗
63 Cetera Investment Advisers 528.80K -6.0% $58.35M 0.1% ▼ Trim 3 SEC ↗
64 FIL Ltd 481.63K -51.6% $53.15M 0.0% ▼ Trim 3 SEC ↗
65 Goldman Sachs Group 452.88K +69.2% $49.98M 0.0% ▲ Add 4 SEC ↗
66 AQR Capital Management 436.82K +3247.5% $48.20M 0.0% ▲ Add 4 SEC ↗
67 Commonwealth Equity Services, Llc 435.18K +4.7% $48.02M 0.1% ▲ Add 3 SEC ↗
68 Bnp Paribas Financial Markets 377.44K +413.4% $41.65M 0.0% ▲ Add 3 SEC ↗
69 Mml Investors Services, Llc 368.10K +18.9% $40.62M 0.1% ▲ Add 3 SEC ↗
70 Bank Of Nova Scotia 364.25K -0.5% $40.53M 0.1% ▼ Trim 3 SEC ↗
71 Bank Of Nova Scotia 364.25K -0.5% $40.53M 0.1% ▼ Trim 3 SEC ↗
72 Cerity Partners LLC 342.21K -3.0% $37.76M 0.0% ▼ Trim 3 SEC ↗
73 Cerity Partners LLC 342.21K -3.0% $37.76M 0.0% ▼ Trim 3 SEC ↗
74 Cerity Partners LLC 342.21K -3.0% $37.76M 0.0% ▼ Trim 3 SEC ↗
75 Osaic Holdings, Inc. 276.34K -1.8% $30.50M 0.0% ▼ Trim 3 SEC ↗
76 Osaic Holdings, Inc. 276.34K -1.8% $30.50M 0.0% ▼ Trim 3 SEC ↗
77 Osaic Holdings, Inc. 276.34K -1.8% $30.50M 0.0% ▼ Trim 3 SEC ↗
78 Focus Partners Wealth 240.78K -32.6% $26.57M 0.0% ▼ Trim 3 SEC ↗
79 HighTower Advisors, LLC 215.97K -1.3% $23.83M 0.0% ▼ Trim 3 SEC ↗
80 Mariner, LLC 196.26K -1.8% $21.66M 0.0% ▼ Trim 3 SEC ↗
81 Mariner, LLC 196.26K -1.8% $21.66M 0.0% ▼ Trim 3 SEC ↗
82 Fifth Third Bancorp 183.04K +4.0% $20.20M 0.0% ▲ Add 3 SEC ↗
83 Northwestern Mutual Wealth… 170.58K +6.3% $18.82M 0.0% ▲ Add 3 SEC ↗
84 Financial Engines Advisors L.L.C. 155.98K -0.7% $17.21M 0.0% ▼ Trim 3 SEC ↗
85 Hsbc Holdings Plc 136.63K -10.5% $15.08M 0.0% ▼ Trim 3 SEC ↗
86 Hsbc Holdings Plc 136.63K -10.5% $15.08M 0.0% ▼ Trim 3 SEC ↗
87 Hsbc Holdings Plc 136.63K -10.5% $15.08M 0.0% ▼ Trim 3 SEC ↗
88 Hsbc Holdings Plc 136.63K -10.5% $15.08M 0.0% ▼ Trim 3 SEC ↗
89 Creative Planning 123.80K +2.6% $13.66M 0.0% ▲ Add 3 SEC ↗
90 Jones Financial Companies Lllp 86.35K +43.5% $9.53M 0.0% ▲ Add 3 SEC ↗
91 Susquehanna International Group, Llp 77.39K +334.9% $8.54M 0.0% ▲ Add 2 SEC ↗
92 Bank Of Montreal /Can/ 68.50K +3.6% $7.56M 0.0% ▲ Add 3 SEC ↗
93 Bank Of Montreal /Can/ 68.50K +3.6% $7.56M 0.0% ▲ Add 3 SEC ↗
94 Bank Of Montreal /Can/ 68.50K +3.6% $7.56M 0.0% ▲ Add 3 SEC ↗
95 Bank Of Montreal /Can/ 68.50K +3.6% $7.56M 0.0% ▲ Add 3 SEC ↗
96 Schroder Investment Management Group 57.79K +9.6% $6.38M 0.0% ▲ Add 2 SEC ↗
97 Lido Advisors, LLC 54.30K +4.1% $5.99M 0.0% ▲ Add 3 SEC ↗
98 Jane Street Group, Llc 51.79K -67.1% $5.72M 0.0% ▼ Trim 3 SEC ↗
99 Us Bancorp \De\ 45.82K -6.1% $5.06M 0.0% ▼ Trim 3 SEC ↗
100 Us Bancorp \De\ 45.82K -6.1% $5.06M 0.0% ▼ Trim 3 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 $7.42M 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 · Get this via the API