SHV · iShares 0-1 Year Treasury Bond ETF ETF
$110.13
+0.05 (+0.05%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 5
Total Value: $19,520,582
Total Shares: 176,897
Institutional Ownership Trend
25 quarters
Holder Concentration
Across 5 13F filers · Δ vs Mar 31, 2026Top Holder
46.4%
−34.4 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
3,248
Highly concentrated−3,497
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
0
Decreased
2
Sold Out
1
Unchanged
0
Holder count:
+2
Institutional value:
+186.0%
Shares held:
+186.1%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | −8,527 | 41,403 | |
| Small Principia Wealth Advisory, LLC | −1,002 | 7,642 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid ANCHOR CAPITAL ADVISORS LLC | 82,035 | $9,052,562 | |
| Large Corient Private Wealth LLC | 40,417 | $4,460,015 | |
| Mega CITADEL ADVISORS LLC | 5,400 | $595,890 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 3,250 | $358,767 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid ANCHOR CAPITAL ADVISORS LLC SHV | $9,052,562 | 46.37% | 82,035 | Shares | 2026-09-03 | |
| Small TUCKER ASSET MANAGEMENT LLC SHV | $4,568,821 | 23.41% | 41,403 | Shares | 2026-08-27 | |
| Large Corient Private Wealth LLC SHV | $4,460,015 | 22.85% | 40,417 | Shares | 2026-08-27 | |
| Small Principia Wealth Advisory, LLC SHV | $843,294 | 4.32% | 7,642 | Shares | 2026-08-26 | |
| Mega CITADEL ADVISORS LLC SHV | $595,890 | 3.05% | 5,400 | Put | 2026-09-02 |