Security Snapshot

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

CUSIP: 464288679

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

594

Shares (Excl. Options)

65,926,175

Price

$110.35

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.08%
Share change
-3,329,407
Value change
-$368,321,774
Number of holders
594
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
187,935,748
SEC-reported price per share
$110.16
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.
  • 594 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 740 to 594 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $9,942,396,411 to $7,272,097,547.

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 594 institutions filings for Q2 2026.

Open SEC evidence

Security key

464288679

Latest holder period

Q2 2026

13F holders

594

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 30 Jun 2026, 594 institutional investors reported holding 65,926,175 shares of ISHARES SHORT TREASURY BOND ETF - Common Stock (SHV). This represents 35% 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
24%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 9.7% 18,148,134 +1.5% 0.03% $2,002,646,588
MORGAN STANLEY 2.9% 5,415,604 -3.5% 0.03% $597,612,015
LPL Financial LLC 2.1% 3,934,832 +17% 0.1% $434,208,717
Wealthfront Advisers LLC 1.1% 2,133,613 +4.2% 0.45% $235,444,195
Wealthspire Retirement, LLC 0.79% 1,478,117 +43% 8.9% $162,903,582
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.77% 1,444,594 +0.82% 0.99% $159,472,719
JPMORGAN CHASE & CO 0.73% 1,380,764 -7.9% 0.01% $152,353,570
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.59% 1,111,769 +11% 0.21% $122,270,928
ENVESTNET ASSET MANAGEMENT INC 0.54% 1,019,769 -48% 0.03% $112,531,505
Trust Co 0.43% 806,478 +2% 8% $88,994,798
Americana Partners, LLC 0.41% 772,181 -1.6% 1.9% $85,210,199
Marks Wealth, LLC 0.4% 756,645 -65% 18% $83,495,762
ASSETMARK, INC 0.39% 736,803 +9.9% 0.14% $81,306,179
STIFEL FINANCIAL CORP 0.36% 672,540 -24% 0.06% $74,214,573
Townsend & Associates, Inc 0.35% 664,440 +2.9% 6.2% $73,261,206
OAKWORTH CAPITAL, INC. 0.32% 610,581 -13% 3.2% $67,273,017
White Lighthouse Investment Management Inc. 0.32% 606,646 +17% 8.3% $66,943,379
Cynosure Group, LLC 0.29% 545,206 -0.22% 10% $60,163,476
TRUIST FINANCIAL CORP 0.29% 539,468 -0.12% 0.07% $59,530,295
Cetera Investment Advisers 0.28% 528,797 -6% 0.05% $58,352,767
Arax Advisory Partners 0.26% 495,679 +22462% 0.36% $54,698,202
FIL Ltd 0.26% 481,633 -52% 0.04% $53,148,202
COMMONWEALTH EQUITY SERVICES, LLC 0.23% 435,183 +4.7% 0.06% $48,022,414
Hansen & Associates Financial Group, Inc. 0.23% 427,909 -9.9% 27% $47,117,010
LaSalle St. Investment Advisors, LLC 0.22% 414,903 +8% 5.6% $45,784,557

Quarter history

Institutional holders across reporting periods

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

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 65,926,175 $7,272,097,547 -$368,321,774 $110.35 594
2026 Q1 90,077,192 $9,942,396,411 +$603,698,130 $110.39 740
2025 Q4 85,115,491 $9,373,915,302 -$101,912,469 $110.15 709
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
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