ISHARES 0-1 YEAR TREASURY BO SHV
$110.09
+0.0% 52w: $106.19 – $110.09
Latest 13F among current holders filed 10 days ago (Jun 25, 2026)
Price — last 12 months
research preview data106.19108.14110.09
Jun 20, 2025 Jul 2, 2026
Institutional holders
736
+27 QoQ
13F value
$9.95B
+5.9% QoQ
Smart-money holders
22
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$11K calls / — puts
Institutional value by quarter
Number of holders
Who owns SHV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 17.9M | $1.97B | 0.0% | -0.4% |
| MORGAN STANLEY | Bank broker | 5.6M | $619.7M | 0.0% | -6.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 5.2M | $578.2M | 0.1% | +5.8% |
| LPL Financial LLC | Bank broker | 3.4M | $372.3M | 0.1% | +10.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.0M | $331.0M | 0.0% | -3.4% |
| Marks Wealth, LLC | Wealth advisor | 2.2M | $238.2M | 62.7% | +25091.8% |
| Wealthfront Advisers LLC | Wealth advisor | 2.0M | $226.1M | 0.5% | +26.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.0M | $215.6M | 0.1% | +76.2% |
| UBS Group AG | Bank broker | 1.7M | $184.6M | 0.0% | -7.6% |
| JPMORGAN CHASE & CO | Bank broker | 1.5M | $165.4M | 0.0% | -2.3% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | Other | 1.4M | $157.4M | 1.1% | +7.6% |
| ROYAL BANK OF CANADA | Bank broker | 1.4M | $151.2M | 0.0% | +53.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.3M | $147.1M | 0.0% | -4.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.1M | $121.0M | 0.0% | +86.6% |
| Wealthspire Retirement, LLC | Wealth advisor | 1.0M | $114.2M | 6.9% | -26.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 999.7K | $110.1M | 0.2% | -38.7% |
| FIL Ltd | Other | 994.9K | $109.8M | 0.1% | +253052.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 884.7K | $97.7M | 0.1% | +1.3% |
| Trust Co | Wealth advisor | 790.5K | $87.3M | 8.2% | +3.2% |
| Americana Partners, LLC | Other | 784.6K | $86.6M | 2.2% | +90.7% |
| OAKWORTH CAPITAL, INC. | Wealth advisor | 698.7K | $77.1M | 4.1% | -31.1% |
| ASSETMARK, INC | Wealth advisor | 670.7K | $74.0M | 0.2% | -2.3% |
| Betterment LLC | Wealth advisor | 651.8K | $72.0M | 0.1% | -7.7% |
| Townsend & Associates, Inc | Other | 646.0K | $71.3M | 6.1% | +3.5% |
| Cetera Investment Advisers | Wealth advisor | 562.7K | $62.1M | 0.1% | -26.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 555.3K | $61.3M | 0.1% | +5.2% |
| Cynosure Group, LLC | Wealth advisor | 546.4K | $60.3M | 7.5% | -2.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 540.1K | $59.6M | 0.1% | -4.0% |
| White Lighthouse Investment Management Inc. | Wealth advisor | 519.5K | $57.3M | 8.0% | +10.0% |
| Acorns Advisers, LLC | Wealth advisor | 486.6K | $53.7M | 0.4% | +4.2% |
| Hansen & Associates Financial Group, Inc. | Wealth advisor | 474.9K | $52.3M | 28.1% | -3.8% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 427.1K | $47.1M | 2.1% | -18.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 417.4K | $46.1M | 0.2% | -8.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 415.5K | $45.9M | 0.1% | -15.0% |
| A&I FINANCIAL SERVICES, LLC | Wealth advisor | 397.9K | $43.9M | 20.8% | New |
| Foundations Investment Advisors, LLC | Wealth advisor | 394.0K | $43.5M | 0.5% | +10.5% |
| LaSalle St. Investment Advisors, LLC | Wealth advisor | 384.3K | $42.4M | 6.0% | +27.0% |
| Able Wealth Management LLC | Wealth advisor | 384.1K | $42.4M | 11.3% | +3.8% |
| Summit Financial, LLC | Wealth advisor | 380.8K | $42.0M | 0.5% | +69.1% |
| BANK OF NOVA SCOTIA | Bank broker | 366.0K | $40.4M | 0.1% | -7.8% |
| Focus Partners Wealth | Wealth advisor | 357.2K | $39.4M | 0.0% | -2.1% |
| Cerity Partners LLC | Diversified mechanical | 352.9K | $39.0M | 0.1% | -24.8% |
| GFS Advisors, LLC | Other | 568.4K | $36.9M | 2.3% | +346.3% |
| MASECO LLP | Wealth advisor | 332.9K | $36.7M | 1.2% | -2.3% |
| FINANCIAL CONSULATE, INC | Wealth advisor | 328.7K | $36.3M | 4.5% | New |
| OPPENHEIMER & CO INC | Diversified mechanical | 326.3K | $36.0M | 0.4% | +10.4% |
| Family Manage LLC | Wealth advisor | 310.0K | $34.2M | 4.1% | +3.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 309.7K | $34.2M | 0.1% | -16.2% |
| Advisory Services Network, LLC | Diversified mechanical | 294.3K | $32.5M | 0.4% | -3.5% |
| Client First Capital LLC | Wealth advisor | 285.5K | $31.5M | 13.9% | -13.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.