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SHV · iShares 0-1 Year Treasury Bond ETF ETF

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$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.

Use institutional holdings through the 13F API or MCP →
Holders: 5
Total Value: $19,520,582
Total Shares: 176,897

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
46.4%
Sep 2023 → Jun 2026 · range 8.3% – 46.4%
+26.6 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 27.2% – 100.0%
+61.1 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 37.4% – 100.0%
+50.7 pts
HHI
3,248
Sep 2023 → Jun 2026 · range 242 – 3,248
Highly concentrated+2,711

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
0
Decreased
5
Sold Out
732
Unchanged
0
Holder count: -732
Institutional value: -99.8%
Shares held: -99.8%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
CITADEL ADVISORS LLC −61,805 5,400
ANCHOR CAPITAL ADVISORS LLC −52,756 82,035
TUCKER ASSET MANAGEMENT LLC −8,527 41,403
Corient Private Wealth LLC −4,302 40,417
Principia Wealth Advisory, LLC −1,002 7,642

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
BlackRock, Inc. 17,874,358 $1,973,150,375
MORGAN STANLEY 5,613,698 $619,696,121
WELLS FARGO & COMPANY/MN 5,237,551 $578,173,253
LPL Financial LLC 3,372,278 $372,265,768
BANK OF AMERICA CORP /DE/ 2,998,060 $330,955,842
Filter: New 0 Increased 0 Reduced 5 Sold out 732 Unchanged 0
Showing 5 of 5
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Holder Value (USD) % of 13F Shares Open
ANCHOR CAPITAL ADVISORS LLC SHV $9,052,562 46.37% 82,035
TUCKER ASSET MANAGEMENT LLC SHV $4,568,821 23.41% 41,403
Corient Private Wealth LLC SHV $4,460,015 22.85% 40,417
Principia Wealth Advisory, LLC SHV $843,294 4.32% 7,642
CITADEL ADVISORS LLC SHV $595,890 3.05% 5,400