ISHARES SHORT TREASURY BOND (SHV) Top 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 $9.56B 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 $1.97B in its March 31, 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 $1.97B, representing an estimated loss of -0.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% 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
733
Total Reported Value
$9.56B
Largest Holder
Blackrock, Inc.
Largest Position
$1.97B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
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% | 17,874,358 | $1,973,150,335 | $1,969,218,021 | -$3,932,314 | -0.20% | |
| Morgan Stanley | 0.04% | 5,613,698 | $619,696,246 | $618,461,109 | -$1,235,137 | -0.20% | |
| Wells Fargo & Company/Mn | 0.12% | 5,237,551 | $578,173,329 | $577,020,994 | -$1,152,335 | -0.20% | |
| Lpl Financial Llc | 0.10% | 3,372,278 | $372,265,759 | $371,523,867 | -$741,892 | -0.20% | |
| Bank Of America Corp | 0.02% | 2,998,060 | $330,955,828 | $330,296,270 | -$659,558 | -0.20% | |
| Marks Wealth, Llc | 62.68% | 2,158,181 | $238,241,639 | $237,766,801 | -$474,838 | -0.20% | |
| Wealthfront Advisers Llc | 0.50% | 2,048,039 | $226,083,025 | $225,632,457 | -$450,568 | -0.20% | |
| Envestnet Asset Management Inc | 0.06% | 1,952,895 | $215,580,127 | $215,150,442 | -$429,685 | -0.20% | |
| Ubs Group Ag | 0.03% | 1,672,404 | $184,616,677 | $184,248,749 | -$367,928 | -0.20% | |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.10% | 1,432,889 | $157,374,997 | $157,861,381 | +$486,384 | +0.31% | |
| Royal Bank Of Canada | 0.03% | 1,369,661 | $151,197,000 | $150,895,552 | -$301,448 | -0.20% | |
| Raymond James Financial Inc | 0.05% | 1,332,318 | $147,074,587 | $146,781,474 | -$293,113 | -0.20% | |
| Ameriprise Financial Inc | 0.03% | 1,096,052 | $121,017,671 | $120,752,049 | -$265,622 | -0.22% | |
| Wealthspire Retirement, Llc | 6.85% | 1,034,731 | $114,223,923 | $113,996,314 | -$227,609 | -0.20% | |
| Wealth Enhancement Advisory Services, Llc | 0.24% | 999,682 | $110,084,946 | $110,134,966 | +$50,020 | +0.05% | |
| Fil Ltd | 0.09% | 994,888 | $109,825,686 | $109,606,811 | -$218,875 | -0.20% | |
| Stifel Financial Corp | 0.09% | 884,679 | $97,661,804 | $97,465,085 | -$196,719 | -0.20% | |
| Trust Co | 8.03% | 806,478 | $88,994,798 | $88,849,681 | -$145,117 | -0.16% | |
| Americana Partners, Llc | 2.25% | 784,593 | $86,611,180 | $86,438,611 | -$172,569 | -0.20% | |
| Oakworth Capital, Inc. | 4.08% | 698,718 | $77,131,496 | $76,977,762 | -$153,734 | -0.20% | |
| Assetmark, Inc | 0.15% | 670,664 | $74,034,570 | $73,887,053 | -$147,517 | -0.20% | |
| Townsend & Associates, Inc | 6.15% | 645,959 | $71,255,723 | $71,165,303 | -$90,420 | -0.13% | |
| Cetera Investment Advisers | 0.07% | 562,738 | $62,120,594 | $61,996,845 | -$123,749 | -0.20% | |
| Rockefeller Capital Management L.P. | 0.11% | 555,335 | $61,303,520 | $61,181,257 | -$122,263 | -0.20% | |
| Cynosure Group, Llc | 7.54% | 546,422 | $60,319,507 | $60,199,312 | -$120,195 | -0.20% | |
| Truist Financial Corp | 0.08% | 540,099 | $59,621,547 | $59,502,707 | -$118,840 | -0.20% | |
| White Lighthouse Investment Management Inc. | 7.96% | 519,501 | $57,347,686 | $57,233,425 | -$114,261 | -0.20% | |
| Hansen & Associates Financial Group, Inc. | 28.15% | 474,887 | $52,294,548 | $52,318,301 | +$23,753 | +0.05% | |
| Ausdal Financial Partners, Inc. | 2.11% | 427,077 | $47,145,065 | $47,051,073 | -$93,992 | -0.20% | |
| O'Shaughnessy Asset Management, Llc | 0.23% | 417,431 | $46,080,208 | $45,988,373 | -$91,835 | -0.20% | |
| Commonwealth Equity Services, Llc | 0.06% | 415,538 | $45,871,252 | $45,779,821 | -$91,431 | -0.20% | |
| Foundations Investment Advisors, Llc | 0.54% | 393,978 | $43,491,215 | $43,404,556 | -$86,659 | -0.20% | |
| Lasalle St. Investment Advisors, Llc | 5.98% | 384,338 | $42,427,129 | $42,342,517 | -$84,612 | -0.20% | |
| Able Wealth Management Llc | 11.34% | 384,120 | $42,402,999 | $42,318,500 | -$84,499 | -0.20% | |
| Summit Financial, Llc | 0.54% | 380,800 | $42,036,511 | $41,952,736 | -$83,775 | -0.20% | |
| Bank Of Nova Scotia | 0.07% | 366,024 | $40,409,331 | $40,324,864 | -$84,467 | -0.21% | |
| Focus Partners Wealth | 0.04% | 357,161 | $39,427,053 | $39,348,427 | -$78,626 | -0.20% | |
| Cerity Partners Llc | 0.06% | 352,884 | $38,955,240 | $38,877,230 | -$78,010 | -0.20% | |
| Maseco Llp | 1.15% | 332,850 | $36,743,325 | $36,670,085 | -$73,241 | -0.20% | |
| Financial Consulate, Inc | 4.52% | 328,716 | $36,286,961 | $36,214,642 | -$72,319 | -0.20% | |
| Oppenheimer & Co Inc | 0.44% | 326,348 | $36,025,556 | $35,953,759 | -$71,797 | -0.20% | |
| Strategic Wealth Partners, Ltd. | 1.20% | 316,908 | $34,946,512 | $34,913,754 | -$32,758 | -0.09% | |
| Family Manage Llc | 4.10% | 310,017 | $34,222,721 | $34,154,573 | -$68,148 | -0.20% | |
| Mml Investors Services, Llc | 0.09% | 309,732 | $34,191,316 | $34,123,174 | -$68,142 | -0.20% | |
| Advisory Services Network, Llc | 0.43% | 294,329 | $32,490,951 | $32,426,226 | -$64,725 | -0.20% | |
| Client First Capital Llc | 13.86% | 285,502 | $31,516,572 | $31,453,755 | -$62,817 | -0.20% | |
| Osaic Holdings, Inc. | 0.05% | 281,409 | $31,068,677 | $31,002,830 | -$65,847 | -0.21% | |
| Banco Santander, S.A. | 0.25% | 279,368 | $30,839,434 | $30,777,973 | -$61,461 | -0.20% | |
| Fund Evaluation Group, Llc | 0.94% | 277,555 | $30,639,296 | $30,578,234 | -$61,062 | -0.20% | |
| Goldman Sachs Group Inc | 0.00% | 267,729 | $29,554,604 | $29,495,704 | -$58,900 | -0.20% |
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.