13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
SHV

ISHARES 0-1 YEAR TREASURY BO

784 institutions still hold ISHARES 0-1 YEAR TREASURY BO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288679·Exchange Traded Fund·784 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.4%
vs prior quarter
13F value held
$6.1B
59.0% inst. owned
of float
Holders
784
+124 QoQ
filers reporting
Activity
+24 / −60
+1,044 added · −894 reduced
this quarter
Concentration
32.42%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

784 institutions reported SHV in Q1 2026. BlackRock, Inc. leads at 32.4% of the visible book. +124 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$2.0B17.9M0.03%Q1 202602
MORGAN STANLEY
CIK 0000895421
$620M5.6M0.04%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$578M5.2M0.11%Q1 202604
LPL Financial LLC
CIK 0001403438
$372M3.4M0.10%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$331M3.0M0.02%Q1 202606
Marks Wealth, LLC
CIK 0001838660
$238M2.2M62.68%Q1 202607
Wealthfront Advisers LLC
CIK 0001763921
$226M2.0M0.50%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$216M2.0M0.06%Q1 202609
UBS Group AG
CIK 0001610520
$185M1.7M0.03%Q1 202610
JPMORGAN CHASE & CO
CIK 0000019617
$165M1.5M0.01%Q1 202611
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
CIK 0000842180
$157M1.4M1.10%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$151M1.4M0.03%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$147M1.3M0.05%Q1 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$121M1.1M0.03%Q1 202615
NFP Retirement, Inc.
CIK 0002040084
$114M1.0M6.85%Q1 202616
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$110M1000K0.22%Q1 202617
FIL Ltd
CIK 0000318989
$110M995K0.09%Q1 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$98M885K0.09%Q1 202619
Trust Co
CIK 0001632554
$87M790K8.18%Q1 202620
Americana Partners, LLC
CIK 0001797678
$87M785K2.25%Q1 2026
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