SHV Institutional Ownership & Shareholders
ISHARES SHORT TREASURY BOND (SHV) is currently held by 730 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.95B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of SHV tracked by InsiderSet, reporting ownership valued at approximately $2.00B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.00B, representing an estimated gain of +0.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed SHV value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in ISHARES SHORT TREASURY BOND (SHV).
This page ranks the largest institutional SHV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
730
Total Reported Value
$9.95B
Largest Holder
Blackrock, Inc.
Largest Position
$2.00B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.03% | 18,148,134 | $2,002,646,588 | $2,004,279,919 | +$1,633,331 | +0.08% | |
| Morgan Stanley | 0.03% | 5,415,604 | $597,612,015 | $598,099,306 | +$487,291 | +0.08% | |
| Wells Fargo & Company/Mn | 0.09% | 4,646,794 | $512,773,664 | $513,191,929 | +$418,265 | +0.08% | |
| Lpl Financial Llc | 0.10% | 3,934,832 | $434,208,717 | $434,562,846 | +$354,129 | +0.08% | |
| Assetmark, Inc | 0.61% | 3,267,462 | $360,466,365 | $360,858,503 | +$392,138 | +0.11% | |
| Bank Of America Corp | 0.02% | 3,198,846 | $352,992,622 | $353,280,552 | +$287,930 | +0.08% | |
| Wealthfront Advisers Llc | 0.45% | 2,133,613 | $235,444,195 | $235,636,220 | +$192,025 | +0.08% | |
| Wealthspire Retirement, Llc | 8.93% | 1,478,117 | $162,903,582 | $163,243,241 | +$339,659 | +0.21% | |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.99% | 1,444,594 | $159,472,719 | $159,540,961 | +$68,242 | +0.04% | |
| Raymond James Financial Inc | 0.04% | 1,445,040 | $159,460,162 | $159,590,218 | +$130,056 | +0.08% | |
| Ubs Group Ag | 0.02% | 1,399,431 | $154,427,212 | $154,553,160 | +$125,948 | +0.08% | |
| Jpmorgan Chase & Co | 0.01% | 1,380,764 | $152,353,570 | $152,491,576 | +$138,006 | +0.09% | |
| Royal Bank Of Canada | 0.02% | 1,298,292 | $143,266,000 | $143,383,368 | +$117,368 | +0.08% | |
| Wealth Enhancement Advisory Services, Llc | 0.18% | 1,090,591 | $120,106,796 | $120,444,870 | +$338,074 | +0.28% | |
| Envestnet Asset Management Inc | 0.03% | 1,019,769 | $112,531,505 | $112,623,288 | +$91,783 | +0.08% | |
| Ameriprise Financial Inc | 0.02% | 1,001,611 | $110,547,012 | $110,617,919 | +$70,907 | +0.06% | |
| Trust Co | 8.54% | 890,208 | $98,207,720 | $98,314,572 | +$106,852 | +0.11% | |
| Ausdal Financial Partners, Inc. | 3.54% | 817,426 | $90,202,931 | $90,276,527 | +$73,596 | +0.08% | |
| Americana Partners, Llc | 1.75% | 740,633 | $81,706,650 | $81,795,509 | +$88,859 | +0.11% | |
| Townsend & Associates, Inc | 6.27% | 675,862 | $74,513,742 | $74,642,199 | +$128,457 | +0.17% | |
| Stifel Financial Corp | 0.06% | 672,540 | $74,214,573 | $74,275,318 | +$60,745 | +0.08% | |
| Oakworth Capital, Inc. | 3.26% | 626,853 | $69,154,434 | $69,229,645 | +$75,211 | +0.11% | |
| White Lighthouse Investment Management Inc. | 7.99% | 600,216 | $66,215,882 | $66,287,855 | +$71,973 | +0.11% | |
| Betterment Llc | 0.11% | 599,791 | $66,187,000 | $66,240,918 | +$53,918 | +0.08% | |
| Truist Financial Corp | 0.08% | 597,757 | $65,944,554 | $66,016,283 | +$71,729 | +0.11% | |
| Rockefeller Capital Management L.P. | 0.10% | 589,227 | $65,021,243 | $65,074,230 | +$52,987 | +0.08% | |
| Foundations Investment Advisors, Llc | 0.67% | 587,723 | $64,855,199 | $64,908,128 | +$52,929 | +0.08% | |
| Cynosure Group, Llc | 9.04% | 545,206 | $60,163,476 | $60,212,551 | +$49,075 | +0.08% | |
| Cetera Investment Advisers | 0.05% | 528,797 | $58,352,767 | $58,400,341 | +$47,574 | +0.08% | |
| Arax Advisory Partners | 0.36% | 495,679 | $54,698,202 | $54,742,789 | +$44,587 | +0.08% | |
| Marks Wealth, Llc | 11.90% | 494,949 | $54,602,819 | $54,662,168 | +$59,349 | +0.11% | |
| Acorns Advisers, Llc | 0.35% | 493,047 | $54,408,000 | $54,452,111 | +$44,111 | +0.08% | |
| Fil Ltd | 0.04% | 481,633 | $53,148,202 | $53,191,549 | +$43,347 | +0.08% | |
| Goldman Sachs Group Inc | 0.01% | 452,880 | $49,975,308 | $50,016,067 | +$40,759 | +0.08% | |
| Aqr Capital Management Llc | 0.02% | 436,816 | $48,202,603 | $48,241,959 | +$39,356 | +0.08% | |
| Hansen & Associates Financial Group, Inc. | 27.00% | 427,909 | $47,117,010 | $47,258,270 | +$141,260 | +0.30% | |
| Penserra Capital Management Llc | 0.36% | 422,712 | $46,646,000 | $46,684,313 | +$38,313 | +0.08% | |
| Lasalle St. Investment Advisors, Llc | 5.60% | 414,903 | $45,784,557 | $45,821,887 | +$37,330 | +0.08% | |
| Commonwealth Equity Services, Llc | 0.06% | 410,515 | $45,288,007 | $45,337,277 | +$49,270 | +0.11% | |
| Able Wealth Management Llc | 9.57% | 395,260 | $43,514,161 | $43,652,514 | +$138,353 | +0.32% | |
| A&I Financial Services, Llc | 18.19% | 389,898 | $43,013,602 | $43,060,335 | +$46,733 | +0.11% | |
| Bnp Paribas Financial Markets | 0.02% | 377,443 | $41,650,835 | $41,684,805 | +$33,970 | +0.08% | |
| O'Shaughnessy Asset Management, Llc | 0.19% | 375,442 | $41,430,025 | $41,463,814 | +$33,789 | +0.08% | |
| Mml Investors Services, Llc | 0.08% | 368,101 | $40,619,918 | $40,653,074 | +$33,156 | +0.08% | |
| Bank Of Nova Scotia | 0.06% | 364,255 | $40,527,765 | $40,228,322 | -$299,443 | -0.74% | |
| Financial Consulate, Inc | 4.34% | 353,376 | $38,984,465 | $39,026,845 | +$42,380 | +0.11% | |
| Banco Santander, S.A. | 0.24% | 350,783 | $38,708,904 | $38,740,475 | +$31,571 | +0.08% | |
| Bulltick Wealth Management, Llc | 7.83% | 347,973 | $38,398,821 | $38,430,138 | +$31,317 | +0.08% | |
| Cerity Partners Llc | 0.05% | 342,210 | $37,763,193 | $37,793,672 | +$30,479 | +0.08% | |
| Oppenheimer & Co Inc | 0.36% | 306,533 | $33,816,721 | $33,853,505 | +$36,784 | +0.11% |
Frequently asked questions about SHV
Who are the largest institutional holders of SHV?
The largest institutional holders of SHV reported in the latest SEC Form 13F filings include Blackrock, Inc., Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, and Assetmark, Inc. InsiderSet ranks institutional holders by their latest reported SHV position.
What is SHV institutional ownership?
This page tracks SHV positions reported by institutional investment managers through SEC Form 13F. ISHARES SHORT TREASURY BOND (SHV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SHV?
InsiderSet currently tracks 730 institutional managers reporting SHV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SHV shareholders.
How much SHV stock do institutions own?
Institutional investment managers disclosed approximately $9.95B in SHV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SHV institutional ownership last updated?
The latest SHV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SHV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SHV position after the reporting date.
Are institutions buying or selling SHV?
Institutional buying and selling can be analyzed by comparing SHV positions across consecutive 13F reporting periods. InsiderSet's SHV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SHV ownership changes.
How has SHV institutional ownership changed over time?
InsiderSet tracks SHV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.