Who Owns iShares Short Treasury Bond ET (SHV)? -- Institutional Holders (2026-06-30)
795 institutions reported holding $9.73B of iShares Short Treasury Bond ET (SHV) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($2.00B), MORGAN STANLEY ($597.6M), WELLS FARGO & COMPANY/MN ($512.8M), LPL Financial LLC ($434.2M), BANK OF AMERICA CORP /DE/ ($353.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BlackRock, Inc. | $2.00B | 18.1M | Added |
| 2 | MORGAN STANLEY | $597.6M | 5.4M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $512.8M | 4.6M | Trimmed |
| 4 | LPL Financial LLC | $434.2M | 3.9M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $353.0M | 3.2M | Added |
| 6 | Wealthfront Advisers LLC | $235.4M | 2.1M | Added |
| 7 | NFP Retirement, Inc. | $162.9M | 1.5M | Added |
| 8 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $159.5M | 1.4M | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $159.5M | 1.4M | Added |
| 10 | UBS Group AG | $154.4M | 1.4M | Trimmed |
| 11 | JPMORGAN CHASE & CO | $152.4M | 1.4M | Trimmed |
| 12 | Royal Bank of Canada | $143.3M | 1.3M | Trimmed |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $122.3M | 1.1M | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $112.5M | 1.0M | Trimmed |
| 15 | AMERIPRISE FINANCIAL INC | $110.5M | 1.0M | Trimmed |
| 16 | Ausdal Financial Partners, Inc. | $90.2M | 817,426 | Added |
| 17 | Trust Co | $89.0M | 806,478 | Added |
| 18 | Americana Partners, LLC | $85.2M | 772,181 | Trimmed |
| 19 | Marks Wealth, LLC | $83.5M | 756,645 | Trimmed |
| 20 | ASSETMARK, INC | $81.3M | 736,803 | Added |
| 21 | STIFEL FINANCIAL CORP | $74.2M | 672,540 | Trimmed |
| 22 | Townsend & Associates, Inc | $73.3M | 664,440 | Added |
| 23 | OAKWORTH CAPITAL, INC. | $67.3M | 610,581 | Trimmed |
| 24 | White Lighthouse Investment Management Inc. | $66.9M | 606,646 | Added |
| 25 | Betterment LLC | $66.2M | 599,791 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30