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Who owns SHVWhat SHV owns — n/a

Who owns iShares Trust iShares 0-1 Year Treasury Bond ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of SHV from SEC Form 13F filings across 728 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.

As of the 2026-06-30 reporting period, 728 institutions disclosed 88.3M shares of iShares Trust iShares 0-1 Year Treasury Bond ETF worth $9.75B — about 46.4% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.

728

13F holders

$9.75B

value, 2026 filers

46.4%

of shares outstanding (88.3M sh)

71

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock, Inc.18.1M$2.00B0.0%9.5%+1.5%
2MORGAN STANLEY5.4M$597.6M0.0%2.8%-3.5%
3WELLS FARGO & COMPANY/MN4.6M$512.8M0.1%2.4%-11.3%
4LPL Financial LLC3.9M$434.2M0.1%2.1%+16.7%
5BANK OF AMERICA CORP /DE/3.2M$353.0M0.0%1.7%+6.7%
6Wealthfront Advisers LLC2.1M$235.4M0.5%1.1%+4.2%
7Wealthspire Retirement, LLC1.5M$162.9M8.9%0.8%+42.9%
8RAYMOND JAMES FINANCIAL INC1.4M$159.5M0.0%0.8%+8.5%
9BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1.4M$159.5M1.0%0.8%+0.8%
10UBS Group AG1.4M$154.4M0.0%0.7%-16.3%
11JPMORGAN CHASE & CO1.4M$152.4M0.0%0.7%-7.9%
12ROYAL BANK OF CANADA1.3M$143.3M0.0%0.7%-5.2%
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.1M$122.3M0.2%0.6%+11.2%
14ENVESTNET ASSET MANAGEMENT INC1.0M$112.5M0.0%0.5%-47.8%
15AMERIPRISE FINANCIAL INC1.0M$110.5M0.0%0.5%-8.6%
16Ausdal Financial Partners, Inc.817,426$90.2M3.5%0.4%+91.4%
17Trust Co806,478$89.0M8.0%0.4%+2.0%
18Americana Partners, LLC772,181$85.2M1.9%0.4%-1.6%
19Marks Wealth, LLC756,645$83.5M18.1%0.4%-64.9%
20ASSETMARK, INC736,803$81.3M0.1%0.4%+9.9%
21STIFEL FINANCIAL CORP672,540$74.2M0.1%0.4%-24.0%
22Townsend & Associates, Inc664,440$73.3M6.2%0.3%+2.9%
23OAKWORTH CAPITAL, INC.610,581$67.3M3.2%0.3%-12.6%
24White Lighthouse Investment Management Inc.606,646$66.9M8.3%0.3%+16.8%
25Betterment LLC599,791$66.2M0.1%0.3%-8.0%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.