ISHARES SHORT TREASURY BOND ETF - Common Stock (SHV) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
SHV
Shares outstanding
187,935,748
Price per share
$110.15
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
86,763,802
Total reported value
$9,585,569,058
% of total 13F portfolios
0.07%
Share change
+931,874
Value change
+$103,253,199
Number of holders
680
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ISHARES SHORT TREASURY BOND ETF - Common Stock (SHV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 10% +4% $2,138,797,137 +$86,273,686 19,357,382 +4.2% BlackRock Portfolio Management LLC 31 Oct 2025

As of 30 Sep 2025, 680 institutional investors reported holding 86,763,802 shares of ISHARES SHORT TREASURY BOND ETF - Common Stock (SHV). This represents 46% of the company’s total 187,935,748 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ISHARES SHORT TREASURY BOND ETF - Common Stock (SHV) together control 30% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 9.9% 18,562,710 +15% 0.04% $2,050,993,784
MORGAN STANLEY 3.2% 5,974,097 +2.1% 0.04% $660,078,206
WELLS FARGO & COMPANY/MN 2.9% 5,502,299 +20% 0.12% $607,948,991
BANK OF AMERICA CORP /DE/ 1.7% 3,195,036 +0.71% 0.03% $353,019,568
LPL Financial LLC 1.4% 2,583,945 +20% 0.08% $285,500,097
NFP Retirement, Inc. 1.3% 2,499,911 +101% 13% $276,127,967
UBS Group AG 1.1% 2,154,863 +11% 0.05% $238,090,812
Wealthfront Advisers LLC 1% 1,960,677 +10% 0.51% $216,635,202
JPMORGAN CHASE & CO 0.8% 1,508,599 -9.7% 0.01% $166,685,152
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.8% 1,503,860 +2.8% 0.25% $165,725,390
RAYMOND JAMES FINANCIAL INC 0.72% 1,351,522 -14% 0.05% $149,329,672
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.66% 1,245,071 -19% 1.1% $137,407,599
ENVESTNET ASSET MANAGEMENT INC 0.55% 1,028,667 -7% 0.03% $113,657,402
ROYAL BANK OF CANADA 0.5% 945,856 -6.2% 0.02% $104,509,000
Cetera Investment Advisers 0.46% 868,428 +20% 0.11% $95,952,654
Betterment LLC 0.42% 781,837 -9.6% 0.17% $86,385,000
Trust Co 0.41% 764,455 +5.7% 8.6% $84,464,498
STIFEL FINANCIAL CORP 0.38% 709,023 +12% 0.07% $78,340,825
OAKWORTH CAPITAL, INC. 0.37% 689,166 +1.5% 4.4% $76,145,953
ASSETMARK, INC 0.36% 673,953 +3.6% 0.16% $74,465,109
Townsend & Associates, Inc 0.33% 614,671 +3.8% 6.4% $67,835,146
TRUIST FINANCIAL CORP 0.3% 563,566 -24% 0.08% $62,268,454
Cynosure Group, LLC 0.3% 558,882 -0.17% 6.7% $61,750,854
AMERIPRISE FINANCIAL INC 0.29% 537,884 -8.7% 0.01% $59,222,578
Hansen & Associates Financial Group, Inc. 0.28% 528,919 -37% 32% $58,307,979

Institutional Holders of ISHARES SHORT TREASURY BOND ETF - Common Stock (SHV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 6,924,292 $762,782,922 +$25,709,161 $110.15 159
2025 Q3 86,763,802 $9,585,569,058 +$103,253,199 $110.49 680
2025 Q2 86,177,398 $9,512,579,795 -$158,363,659 $110.42 710
2025 Q1 87,163,978 $9,623,413,431 +$544,633,387 $110.46 719
2024 Q4 82,604,920 $9,095,108,462 -$283,085,639 $110.11 724
2024 Q3 85,913,683 $9,504,171,473 +$108,541,404 $110.63 676
2024 Q2 83,678,015 $9,245,777,358 +$960,606,775 $110.50 672
2024 Q1 75,595,298 $8,351,395,057 -$529,685,936 $110.54 679
2023 Q4 79,907,267 $8,798,529,270 -$1,448,710,252 $110.13 698
2023 Q3 93,123,184 $10,284,933,473 -$80,002,794 $110.47 650
2023 Q2 93,827,386 $10,347,944,663 -$3,821,853,841 $110.45 633
2023 Q1 128,369,974 $14,177,791,487 +$2,873,178,317 $110.50 608
2022 Q4 102,585,626 $11,270,642,820 -$2,088,342,095 $109.92 592
2022 Q3 138,736,808 $15,256,765,305 +$1,782,811,475 $110.00 547
2022 Q2 123,972,280 $13,645,127,973 +$4,312,092,397 $110.10 525
2022 Q1 85,061,131 $9,383,867,783 +$3,070,869,692 $110.25 491
2021 Q4 55,070,404 $6,080,860,233 +$30,527,245 $110.42 462
2021 Q3 55,669,602 $6,149,793,672 -$31,240,439 $110.47 416
2021 Q2 56,538,314 $6,246,996,332 -$1,026,259,890 $110.49 438
2021 Q1 65,159,273 $7,202,344,333 -$733,535,883 $110.51 456
2020 Q4 69,764,839 $7,711,287,778 -$1,523,322,412 $110.53 452
2020 Q3 83,509,134 $9,244,247,861 -$1,791,163,412 $110.70 436
2020 Q2 99,775,081 $11,042,098,335 -$2,541,037,455 $110.74 471
2020 Q1 122,836,868 $13,647,172,077 +$5,513,743,224 $111.02 439
2019 Q4 73,132,833 $8,077,373,121 -$753,792,835 $110.46 388
2019 Q3 76,786,224 $8,494,764,564 -$2,131,873,766 $110.62 343
2019 Q2 95,998,665 $10,621,502,325 +$4,510,808,020 $110.65 317
2019 Q1 55,277,563 $6,111,025,421 -$2,413,973,017 $110.57 301
2018 Q4 77,369,281 $8,534,732,735 +$4,437,121,957 $110.30 304
2018 Q3 36,412,962 $4,021,141,657 -$314,478,904 $110.44 221
2018 Q2 39,263,103 $4,335,851,313 +$292,526,765 $110.44 214
2018 Q1 36,627,364 $4,042,908,785 +$2,011,286,798 $110.37 186
2017 Q4 18,398,805 $2,027,072,786 +$766,030,243 $110.24 147
2017 Q3 11,310,574 $1,248,101,061 +$232,399,666 $110.39 138
2017 Q2 8,986,720 $991,657,931 -$202,642,511 $110.33 132
2017 Q1 10,807,547 $1,192,500,000 +$140,207,192 $110.34 132
2016 Q4 10,572,410 $1,166,176,000 -$212,207,968 $110.30 135
2016 Q3 12,280,938 $1,355,423,767 -$536,539,417 $110.43 112
2016 Q2 17,203,813 $1,900,142,000 -$112,665,333 $110.45 113
2016 Q1 18,142,235 $2,002,207,703 +$553,904,178 $110.36 111
2015 Q4 13,105,403 $1,444,409,000 -$523,067,308 $110.22 120
2015 Q3 15,723,332 $1,734,458,994 +$993,154,232 $110.31 112
2015 Q2 7,286,794 $803,642,365 -$2,399,964,804 $110.29 101
2015 Q1 29,048,969 $3,045,471,584 +$185,571,790 $110.27 105
2014 Q4 10,808,376 $1,191,612,947 +$271,618,679 $110.25 97
2014 Q3 8,124,782 $895,730,074 +$214,084,881 $110.25 87
2014 Q2 6,184,014 $681,921,866 -$358,593,047 $110.27 87
2014 Q1 9,263,402 $1,021,513,107 +$67,595,682 $110.27 94