iShares 0-1 Year Treasury BO ETF (SHV): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it; combined they have held more shares for 4 quarters in a row (1 added, 0 trimmed). Its median weight in those portfolios is 1.1%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: +$625K (+6 K shares) · bought $625K and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Accumulation: combined they have held more shares for 4 quarters in a row (1 added, 0 trimmed). It is the combined share count of those still holding it: one large buyer can outweigh many who trimmed.
The set of concentrated managers changed between quarters: with the set as it was then, 2 held it last quarter (the chart point); with today's set, 1 (the base for the change).
Concentrated managers holding it
- Investment Management AssociatesIncreased$4.5M1.1%+0.2 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of SHV (all 13F filers)
- BlackRock18.1 MIndex manager+274 K
- Morgan Stanley5.4 MBank or trading desk−198 K
- Wells Fargo4.6 MBank or trading desk−591 K
- LPL Financial3.9 MWealth adviser+563 K
- Bank of America3.2 MBank or trading desk+201 K
- Wealthfront Advisers2.1 MWealth adviser+86 K
- Wealthspire Retirement1.5 MWealth adviser+443 K
- Raymond James Financial1.4 MWealth adviser+113 K
- Bilbao Vizcaya Argentaria Banco1.4 MBank or trading desk+12 K
- UBS Group1.4 MBank or trading desk−273 K
- Shares
- 18.1 M
- Change
- +274 K
See more
- Type
- Index manager
- Value
- $2.0 bn
- Shares
- 5.4 M
- Change
- −198 K
See more
- Type
- Bank or trading desk
- Value
- $598M
- Shares
- 4.6 M
- Change
- −591 K
See more
- Type
- Bank or trading desk
- Value
- $513M
- Shares
- 3.9 M
- Change
- +563 K
See more
- Type
- Wealth adviser
- Value
- $434M
- Shares
- 3.2 M
- Change
- +201 K
See more
- Type
- Bank or trading desk
- Value
- $353M
- Shares
- 2.1 M
- Change
- +86 K
See more
- Type
- Wealth adviser
- Value
- $235M
- Shares
- 1.5 M
- Change
- +443 K
See more
- Type
- Wealth adviser
- Value
- $163M
- Shares
- 1.4 M
- Change
- +113 K
See more
- Type
- Wealth adviser
- Value
- $159M
- Shares
- 1.4 M
- Change
- +12 K
See more
- Type
- Bank or trading desk
- Value
- $159M
- Shares
- 1.4 M
- Change
- −273 K
See more
- Type
- Bank or trading desk
- Value
- $154M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗