Who owns SHV?
iShares 0–1 Year Treasury Bond ETF · iShares
723 institutions reported holding SHV, worth $9.7B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SHV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| BlackRock, Inc. | New York, NY | $2.0B | 18,148,134 | +273,776 shares |
| Morgan Stanley | New York, NY | $597.6M | 5,415,604 | −198,094 shares |
| Wells Fargo & Company | San Francisco, CA | $512.8M | 4,646,794 | −590,757 shares |
| LPL Financial LLC | Fort Mill, SC | $434.2M | 3,934,832 | +562,554 shares |
| Bank of America Corp. | Charlotte, NC | $353.0M | 3,198,846 | +200,786 shares |
| Wealthfront Advisers LLC | Palo Alto, CA | $235.4M | 2,133,613 | +85,574 shares |
| Wealthspire Retirement, LLC | Aliso Viejo, CA | $162.9M | 1,478,117 | +443,386 shares |
| Banco Bilbao Vizcaya Argentaria, S.A. | Madrid, Spain | $159.5M | 1,444,594 | +11,705 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $159.5M | 1,445,040 | +112,722 shares |
| UBS Group AG | Zurich, Switzerland | $154.4M | 1,399,431 | −272,973 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SHV?
723 institutional managers reported holding SHV in Form 13F filings for June 30, 2026, worth $9.7B in total. The largest reported position was held by BlackRock, Inc., at $2.0B.
Did institutions buy or sell SHV last quarter?
Reported 13F value fell 1.5% from March 31, 2026, which includes price moves as well as buying and selling. 72 firms reported a new position and 69 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SHV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.