13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SHV

ISHARES 0-1 YEAR TREASURY BO

767 institutions still hold ISHARES 0-1 YEAR TREASURY BO as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288679·Exchange Traded Fund·767 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$5.8B
visible holders
Holders
767
filers reporting
Concentration
34.28%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

767 institutions reported SHV in Q2 2026. BlackRock, Inc. leads at 34.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$2.0B18.1M0.03%Q2 202602
MORGAN STANLEY
CIK 0000895421
$598M5.4M0.03%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$513M4.6M0.08%Q2 202604
LPL Financial LLC
CIK 0001403438
$434M3.9M0.10%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$353M3.2M0.02%Q2 202606
Wealthfront Advisers LLC
CIK 0001763921
$235M2.1M0.45%Q2 202607
NFP Retirement, Inc.
CIK 0002040084
$163M1.5M8.93%Q2 202608
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
CIK 0000842180
$159M1.4M0.99%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$159M1.4M0.04%Q2 202610
UBS Group AG
CIK 0001610520
$154M1.4M0.02%Q2 202611
JPMORGAN CHASE & CO
CIK 0000019617
$152M1.4M0.01%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$143M1.3M0.02%Q2 202613
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$122M1.1M0.20%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$113M1.0M0.03%Q2 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$111M1.0M0.02%Q2 202616
Ausdal Financial Partners, Inc.
CIK 0001667146
$90M817K3.52%Q2 202617
Trust Co
CIK 0001632554
$89M806K8.03%Q2 202618
Americana Partners, LLC
CIK 0001797678
$85M772K1.92%Q2 202619
Marks Wealth, LLC
CIK 0001838660
$83M757K18.07%Q2 202620
ASSETMARK, INC
CIK 0001344551
$81M737K0.14%Q2 2026
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