Who owns iShares Trust iShares 0-1 Year Treasury Bond ETF?
Institutional ownership of SHV from SEC Form 13F filings across 357 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
357
13F holders
$7.40B
value, 2026 filers
36.3%
of shares outstanding (69.1M sh)
43
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SHV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 18.1M | $2.00B | 0.0% | 9.5% | +1.5% |
| 2 | MORGAN STANLEY | 5.4M | $597.6M | 0.0% | 2.8% | -3.5% |
| 3 | WELLS FARGO & COMPANY/MN | 4.6M | $512.8M | 0.1% | 2.4% | -11.3% |
| 4 | LPL Financial LLC | 3.9M | $434.2M | 0.1% | 2.1% | +16.7% |
| 5 | BANK OF AMERICA CORP /DE/ | 3.2M | $353.0M | 0.0% | 1.7% | +6.7% |
| 6 | Wealthfront Advisers LLC | 2.1M | $235.4M | 0.5% | 1.1% | +4.2% |
| 7 | RAYMOND JAMES FINANCIAL INC | 1.4M | $159.5M | 0.0% | 0.8% | +8.5% |
| 8 | UBS Group AG | 1.4M | $154.4M | 0.0% | 0.7% | -16.3% |
| 9 | JPMORGAN CHASE & CO | 1.4M | $152.4M | 0.0% | 0.7% | -7.9% |
| 10 | ROYAL BANK OF CANADA | 1.3M | $143.3M | 0.0% | 0.7% | -5.2% |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.1M | $122.3M | 0.2% | 0.6% | +11.2% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 1.0M | $112.5M | 0.0% | 0.5% | -47.8% |
| 13 | AMERIPRISE FINANCIAL INC | 1.0M | $110.5M | 0.0% | 0.5% | -8.6% |
| 14 | Ausdal Financial Partners, Inc. | 817,426 | $90.2M | 3.5% | 0.4% | +91.4% |
| 15 | Trust Co | 806,478 | $89.0M | 8.0% | 0.4% | +2.0% |
| 16 | Americana Partners, LLC | 772,181 | $85.2M | 1.9% | 0.4% | -1.6% |
| 17 | ASSETMARK, INC | 736,803 | $81.3M | 0.1% | 0.4% | +9.9% |
| 18 | STIFEL FINANCIAL CORP | 672,540 | $74.2M | 0.1% | 0.4% | -24.0% |
| 19 | OAKWORTH CAPITAL, INC. | 610,581 | $67.3M | 3.2% | 0.3% | -12.6% |
| 20 | Betterment LLC | 599,791 | $66,187 | 0.1% | 0.3% | -8.0% |
| 21 | Rockefeller Capital Management L.P. | 589,227 | $65.0M | 0.1% | 0.3% | +6.1% |
| 22 | Foundations Investment Advisors, LLC | 587,723 | $64.9M | 0.7% | 0.3% | +49.2% |
| 23 | TRUIST FINANCIAL CORP | 539,468 | $59.5M | 0.1% | 0.3% | -0.1% |
| 24 | Cetera Investment Advisers | 528,797 | $58.4M | 0.1% | 0.3% | -6.0% |
| 25 | Arax Advisory Partners | 495,679 | $54.7M | 0.4% | 0.3% | +22461.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.