ISHARES SHORT TREASURY BOND ETF - Common Stock (SHV) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
SHV
Shares outstanding
187,935,748
Price per share
$110.40
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
84,248,291
Total reported value
$9,278,391,895
% of total 13F portfolios
0.06%
Share change
-867,081
Value change
-$95,527,212
Number of holders
688
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ISHARES SHORT TREASURY BOND ETF - Common Stock (SHV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 10% +4% $2,138,797,137 +$86,273,686 19,357,382 +4.2% BlackRock Portfolio Management LLC 31 Oct 2025

As of 31 Dec 2025, 688 institutional investors reported holding 84,248,291 shares of ISHARES SHORT TREASURY BOND ETF - Common Stock (SHV). This represents 45% of the company’s total 187,935,748 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ISHARES SHORT TREASURY BOND ETF - Common Stock (SHV) together control 29% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 9.6% 17,948,712 -3.3% 0.03% $1,977,050,648
MORGAN STANLEY 3.2% 5,973,525 -0.01% 0.04% $657,983,977
WELLS FARGO & COMPANY/MN 2.6% 4,949,956 -10% 0.11% $545,237,659
BANK OF AMERICA CORP /DE/ 1.7% 3,104,994 -2.8% 0.02% $342,015,081
LPL Financial LLC 1.6% 3,063,342 +19% 0.09% $337,427,185
UBS Group AG 0.96% 1,809,401 -16% 0.04% $199,305,520
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.87% 1,630,567 +8.4% 0.24% $179,672,172
Wealthfront Advisers LLC 0.86% 1,617,465 -18% 0.4% $178,163,770
JPMORGAN CHASE & CO 0.82% 1,533,747 +1.7% 0.01% $168,942,265
Wealthspire Retirement, LLC 0.75% 1,416,321 +12% 9.5% $156,007,809
RAYMOND JAMES FINANCIAL INC 0.74% 1,389,589 +2.8% 0.05% $153,063,217
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.71% 1,331,705 +7% 1% $147,012,257
ENVESTNET ASSET MANAGEMENT INC 0.59% 1,108,567 +7.8% 0.04% $122,108,635
OAKWORTH CAPITAL, INC. 0.54% 1,013,393 +47% 6.1% $111,625,247
ROYAL BANK OF CANADA 0.47% 892,597 -5.6% 0.02% $98,321,000
STIFEL FINANCIAL CORP 0.46% 873,059 +23% 0.09% $96,167,435
Trust Co 0.41% 765,704 +0.16% 7.9% $84,342,295
Cetera Investment Advisers 0.41% 762,509 -12% 0.09% $83,990,383
Betterment LLC 0.38% 706,145 -9.7% 0.15% $77,782,000
ASSETMARK, INC 0.37% 686,636 +1.9% 0.15% $75,632,972
Townsend & Associates, Inc 0.33% 624,339 +1.6% 6.1% $68,852,106
AMERIPRISE FINANCIAL INC 0.31% 587,530 +9.2% 0.01% $64,848,560
TRUIST FINANCIAL CORP 0.3% 562,788 -0.14% 0.08% $61,991,109
Cynosure Group, LLC 0.3% 558,429 -0.08% 7% $61,510,937
Rockefeller Capital Management L.P. 0.28% 528,070 +12% 0.13% $58,167,072

Institutional Holders of ISHARES SHORT TREASURY BOND ETF - Common Stock (SHV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 84,248,291 $9,278,391,895 -$95,527,212 $110.15 688
2025 Q3 85,526,687 $9,448,967,310 -$35,527,124 $110.49 681
2025 Q2 86,177,398 $9,512,579,795 -$158,363,659 $110.42 710
2025 Q1 87,163,978 $9,623,413,431 +$544,633,387 $110.46 719
2024 Q4 82,604,920 $9,095,108,462 -$283,085,639 $110.11 724
2024 Q3 85,913,683 $9,504,171,473 +$108,541,404 $110.63 676
2024 Q2 83,678,015 $9,245,777,358 +$960,606,775 $110.50 672
2024 Q1 75,595,298 $8,351,395,057 -$529,685,936 $110.54 679
2023 Q4 79,907,267 $8,798,529,270 -$1,448,710,252 $110.13 698
2023 Q3 93,123,184 $10,284,933,473 -$80,002,794 $110.47 650
2023 Q2 93,827,386 $10,347,944,663 -$3,821,853,841 $110.45 633
2023 Q1 128,369,974 $14,177,791,487 +$2,873,178,317 $110.50 608
2022 Q4 102,585,626 $11,270,642,820 -$2,088,342,095 $109.92 592
2022 Q3 138,736,808 $15,256,765,305 +$1,782,811,475 $110.00 547
2022 Q2 123,972,280 $13,645,127,973 +$4,312,092,397 $110.10 525
2022 Q1 85,061,131 $9,383,867,783 +$3,070,869,692 $110.25 491
2021 Q4 55,070,404 $6,080,860,233 +$30,527,245 $110.42 462
2021 Q3 55,669,602 $6,149,793,672 -$31,240,439 $110.47 416
2021 Q2 56,538,314 $6,246,996,332 -$1,026,259,890 $110.49 438
2021 Q1 65,159,273 $7,202,344,333 -$733,535,883 $110.51 456
2020 Q4 69,764,839 $7,711,287,778 -$1,523,322,412 $110.53 452
2020 Q3 83,509,134 $9,244,247,861 -$1,791,163,412 $110.70 436
2020 Q2 99,775,081 $11,042,098,335 -$2,541,037,455 $110.74 471
2020 Q1 122,836,868 $13,647,172,077 +$5,513,743,224 $111.02 439
2019 Q4 73,132,833 $8,077,373,121 -$753,792,835 $110.46 388
2019 Q3 76,786,224 $8,494,764,564 -$2,131,873,766 $110.62 343
2019 Q2 95,998,665 $10,621,502,325 +$4,510,808,020 $110.65 317
2019 Q1 55,277,563 $6,111,025,421 -$2,413,973,017 $110.57 301
2018 Q4 77,369,281 $8,534,732,735 +$4,437,121,957 $110.30 304
2018 Q3 36,412,962 $4,021,141,657 -$314,478,904 $110.44 221
2018 Q2 39,263,103 $4,335,851,313 +$292,526,765 $110.44 214
2018 Q1 36,627,364 $4,042,908,785 +$2,011,286,798 $110.37 186
2017 Q4 18,398,805 $2,027,072,786 +$766,030,243 $110.24 147
2017 Q3 11,310,574 $1,248,101,061 +$232,399,666 $110.39 138
2017 Q2 8,986,720 $991,657,931 -$202,642,511 $110.33 132
2017 Q1 10,807,547 $1,192,500,000 +$140,207,192 $110.34 132
2016 Q4 10,572,410 $1,166,176,000 -$212,207,968 $110.30 135
2016 Q3 12,280,938 $1,355,423,767 -$536,539,417 $110.43 112
2016 Q2 17,203,813 $1,900,142,000 -$112,665,333 $110.45 113
2016 Q1 18,142,235 $2,002,207,703 +$553,904,178 $110.36 111
2015 Q4 13,105,403 $1,444,409,000 -$523,067,308 $110.22 120
2015 Q3 15,723,332 $1,734,458,994 +$993,154,232 $110.31 112
2015 Q2 7,286,794 $803,642,365 -$2,399,964,804 $110.29 101
2015 Q1 29,048,969 $3,045,471,584 +$185,571,790 $110.27 105
2014 Q4 10,808,376 $1,191,612,947 +$271,618,679 $110.25 97
2014 Q3 8,124,782 $895,730,074 +$214,084,881 $110.25 87
2014 Q2 6,184,014 $681,921,866 -$358,593,047 $110.27 87
2014 Q1 9,263,402 $1,021,513,107 +$67,595,682 $110.27 94