ISHARES SHORT TREASURY BOND (SHV) Institutional Shareholders
ISHARES SHORT TREASURY BOND (SHV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $9.62B in SHV holdings during the latest filing period.
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 loss of -0.15% 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
711
Total Reported Value
$9.62B
Largest Holder
Blackrock, Inc.
Largest Position
$2.00B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
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 | $1,999,561,404 | -$3,085,184 | -0.15% | |
| Morgan Stanley | 0.03% | 5,415,604 | $597,612,015 | $596,691,249 | -$920,766 | -0.15% | |
| Wells Fargo & Company/Mn | 0.09% | 4,646,794 | $512,773,664 | $511,983,763 | -$789,901 | -0.15% | |
| Lpl Financial Llc | 0.10% | 3,934,832 | $434,208,717 | $433,539,790 | -$668,927 | -0.15% | |
| Bank Of America Corp | 0.02% | 3,198,846 | $352,992,622 | $352,448,852 | -$543,770 | -0.15% | |
| Wealthfront Advisers Llc | 0.45% | 2,133,613 | $235,444,195 | $235,081,480 | -$362,715 | -0.15% | |
| Wealthspire Retirement, Llc | 8.93% | 1,478,117 | $162,903,582 | $162,858,931 | -$44,651 | -0.03% | |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.99% | 1,444,594 | $159,472,719 | $159,165,367 | -$307,352 | -0.19% | |
| Raymond James Financial Inc | 0.04% | 1,445,040 | $159,460,162 | $159,214,507 | -$245,655 | -0.15% | |
| Ubs Group Ag | 0.02% | 1,399,431 | $154,427,212 | $154,189,308 | -$237,904 | -0.15% | |
| Jpmorgan Chase & Co | 0.01% | 1,380,764 | $152,353,570 | $152,132,578 | -$220,992 | -0.15% | |
| Royal Bank Of Canada | 0.02% | 1,298,292 | $143,266,000 | $143,045,813 | -$220,187 | -0.15% | |
| Wealth Enhancement Advisory Services, Llc | 0.21% | 1,111,769 | $122,270,928 | $122,494,708 | +$223,780 | +0.18% | |
| Envestnet Asset Management Inc | 0.03% | 1,019,769 | $112,531,505 | $112,358,148 | -$173,357 | -0.15% | |
| Ameriprise Financial Inc | 0.02% | 1,001,611 | $110,547,012 | $110,357,500 | -$189,512 | -0.17% | |
| Ausdal Financial Partners, Inc. | 3.54% | 817,426 | $90,202,931 | $90,063,997 | -$138,934 | -0.15% | |
| Trust Co | 8.03% | 806,478 | $88,994,798 | $88,857,746 | -$137,052 | -0.15% | |
| Americana Partners, Llc | 1.92% | 772,181 | $85,210,199 | $85,078,903 | -$131,296 | -0.15% | |
| Marks Wealth, Llc | 18.07% | 756,645 | $83,495,762 | $83,367,146 | -$128,616 | -0.15% | |
| Assetmark, Inc | 0.14% | 736,803 | $81,306,179 | $81,180,955 | -$125,224 | -0.15% | |
| Stifel Financial Corp | 0.06% | 672,540 | $74,214,573 | $74,100,457 | -$114,116 | -0.15% | |
| Townsend & Associates, Inc | 6.24% | 664,440 | $73,261,206 | $73,207,999 | -$53,207 | -0.07% | |
| Oakworth Capital, Inc. | 3.20% | 610,581 | $67,273,017 | $67,273,815 | +$798 | +0.00% | |
| White Lighthouse Investment Management Inc. | 8.34% | 606,646 | $66,943,379 | $66,840,256 | -$103,123 | -0.15% | |
| Betterment Llc | 0.11% | 599,791 | $66,187,000 | $66,084,972 | -$102,028 | -0.15% | |
| Rockefeller Capital Management L.P. | 0.10% | 589,227 | $65,021,243 | $64,921,031 | -$100,212 | -0.15% | |
| Foundations Investment Advisors, Llc | 0.67% | 587,723 | $64,855,199 | $64,755,320 | -$99,879 | -0.15% | |
| Cynosure Group, Llc | 9.04% | 545,206 | $60,163,476 | $60,070,797 | -$92,679 | -0.15% | |
| Truist Financial Corp | 0.07% | 539,468 | $59,530,295 | $59,438,584 | -$91,711 | -0.15% | |
| Cetera Investment Advisers | 0.05% | 528,797 | $58,352,767 | $58,262,853 | -$89,914 | -0.15% | |
| Arax Advisory Partners | 0.36% | 495,679 | $54,698,202 | $54,613,912 | -$84,290 | -0.15% | |
| Acorns Advisers, Llc | 0.35% | 493,047 | $54,408,000 | $54,323,918 | -$84,082 | -0.15% | |
| Fil Ltd | 0.04% | 481,633 | $53,148,202 | $53,066,324 | -$81,878 | -0.15% | |
| Goldman Sachs Group Inc | 0.01% | 452,880 | $49,975,308 | $49,898,318 | -$76,990 | -0.15% | |
| Aqr Capital Management Llc | 0.02% | 436,816 | $48,202,603 | $48,128,387 | -$74,216 | -0.15% | |
| Commonwealth Equity Services, Llc | 0.06% | 435,183 | $48,022,414 | $47,948,463 | -$73,951 | -0.15% | |
| Hansen & Associates Financial Group, Inc. | 27.00% | 427,909 | $47,117,010 | $47,147,014 | +$30,004 | +0.06% | |
| Penserra Capital Management Llc | 0.36% | 422,712 | $46,646,000 | $46,574,408 | -$71,592 | -0.15% | |
| Lasalle St. Investment Advisors, Llc | 5.60% | 414,903 | $45,784,557 | $45,714,013 | -$70,544 | -0.15% | |
| Able Wealth Management Llc | 9.93% | 392,113 | $43,269,619 | $43,203,010 | -$66,609 | -0.15% | |
| Bnp Paribas Financial Markets | 0.02% | 377,443 | $41,650,835 | $41,586,670 | -$64,165 | -0.15% | |
| O'Shaughnessy Asset Management, Llc | 0.19% | 375,442 | $41,430,025 | $41,366,200 | -$63,825 | -0.15% | |
| Mml Investors Services, Llc | 0.08% | 368,101 | $40,619,918 | $40,557,368 | -$62,550 | -0.15% | |
| Bank Of Nova Scotia | 0.06% | 364,255 | $40,527,765 | $40,133,616 | -$394,149 | -0.97% | |
| Banco Santander, S.A. | 0.24% | 350,783 | $38,708,904 | $38,649,271 | -$59,633 | -0.15% | |
| Bulltick Wealth Management, Llc | 7.83% | 347,973 | $38,398,821 | $38,339,665 | -$59,156 | -0.15% | |
| Financial Consulate, Inc | 4.27% | 347,758 | $38,375,091 | $38,315,976 | -$59,115 | -0.15% | |
| Cerity Partners Llc | 0.05% | 342,210 | $37,763,193 | $37,704,698 | -$58,495 | -0.15% | |
| Advisory Services Network, Llc | 0.37% | 295,245 | $32,580,260 | $32,530,094 | -$50,166 | -0.15% | |
| Maseco Llp | 0.91% | 292,859 | $32,315,561 | $32,267,205 | -$48,356 | -0.15% |
Frequently asked questions about SHV
Who owns the most SHV stock?
The largest holders of SHV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES SHORT TREASURY BOND (SHV).
Is SHV widely held by superinvestors?
Many widely followed stocks like SHV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SHV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.