Security Snapshot

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

CUSIP: 464288679

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

735

Shares (Excl. Options)

89,935,868

Price

$110.39

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.07%
Share change
+5,449,478
Value change
+$602,243,243
Number of holders
735
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
187,935,748
SEC-reported price per share
$110.18
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • SHV - ISHARES SHORT TREASURY BOND ETF - Common Stock is tracked under CUSIP 464288679.
  • 735 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 707 to 735 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $9,370,630,629 to $9,926,799,647.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 735 institutions filings for Q1 2026.

Open SEC evidence

Security key

464288679

Latest holder period

Q1 2026

13F holders

735

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
SHV
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 31 Mar 2026, 735 institutional investors reported holding 89,935,868 shares of ISHARES SHORT TREASURY BOND ETF - Common Stock (SHV). This represents 48% of the company’s total 187,935,748 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
31%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 9.5% 17,874,358 -0.41% 0.03% $1,973,150,335
MORGAN STANLEY 3% 5,613,698 -6% 0.04% $619,696,246
WELLS FARGO & COMPANY/MN 2.8% 5,237,551 +5.8% 0.12% $578,173,329
LPL Financial LLC 1.8% 3,372,278 +10% 0.1% $372,265,759
BANK OF AMERICA CORP /DE/ 1.6% 2,998,060 -3.4% 0.02% $330,955,828
Marks Wealth, LLC 1.1% 2,158,181 +25092% 63% $238,241,639
Wealthfront Advisers LLC 1.1% 2,048,039 +27% 0.5% $226,083,025
ENVESTNET ASSET MANAGEMENT INC 1% 1,952,895 +76% 0.06% $215,580,127
UBS Group AG 0.89% 1,672,404 -7.6% 0.03% $184,616,677
JPMORGAN CHASE & CO 0.8% 1,498,524 -2.3% 0.01% $165,407,136
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.76% 1,432,889 +7.6% 1.1% $157,374,997
ROYAL BANK OF CANADA 0.73% 1,369,661 +53% 0.03% $151,197,000
RAYMOND JAMES FINANCIAL INC 0.71% 1,332,318 -4.1% 0.05% $147,074,587
AMERIPRISE FINANCIAL INC 0.58% 1,096,052 +87% 0.03% $121,017,671
Wealthspire Retirement, LLC 0.55% 1,034,731 -27% 6.9% $114,223,923
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.53% 999,682 -39% 0.24% $110,084,946
FIL Ltd 0.53% 994,888 +253052% 0.09% $109,825,686
STIFEL FINANCIAL CORP 0.47% 884,679 +1.3% 0.09% $97,661,804
Trust Co 0.42% 790,499 +3.2% 8.2% $87,263,177
Americana Partners, LLC 0.42% 784,593 +91% 2.2% $86,611,180
OAKWORTH CAPITAL, INC. 0.37% 698,718 -31% 4.1% $77,131,496
ASSETMARK, INC 0.36% 670,664 -2.3% 0.15% $74,034,570
Betterment LLC 0.35% 651,818 -7.7% 0.14% $71,954,000
Townsend & Associates, Inc 0.34% 645,959 +3.5% 6.2% $71,255,723
Cetera Investment Advisers 0.3% 562,738 -26% 0.07% $62,120,594

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 89,935,868 $9,926,799,647 +$602,243,243 $110.39 735
2025 Q4 85,085,671 $9,370,630,629 -$101,912,469 $110.15 707
2025 Q3 85,526,390 $9,448,934,507 -$35,510,000 $110.49 681
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
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