Who Owns iShares 0-1 Year Treasury Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares 0-1 Year Treasury Bond ETF.
Who crossed 5% of SHV →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Trust CoETF890.2K shadded | $98.2M |
| Farther Finance Advisors, LLCETF186.7K shadded | $20.6M |
| STABLEFORD CAPITAL II LLCTRUST ISHARE 0-1170.9K shadded | $18.9M |
| KFA Private Wealth Group, LLCTRUST ISHARE 0-1148.9K shtrimmed | $16.4M |
| KWMG, LLCTRUST ISHARE 0-1140.7K shadded | $15.5M |
| Pacifica Partners Inc.TRUST ISHARE 0-1101.7K shtrimmed | $11.2M |
| Apella Capital, LLCTRUST ISHARE 0-175.9K shadded | $8.4M |
| Whalen Wealth Management Inc.TRUST ISHARE 0-175.1K shtrimmed | $8.3M |
| Castle Rock Wealth Management, LLCTRUST ISHARE 0-151.1K shadded | $5.6M |
| Baring Financial LLCTRUST ISHARE 0-149.3K shadded | $5.4M |
| FINANCIAL MANAGEMENT NETWORK INCTRUST ISHARE 0-139.5K shtrimmed | $4.3M |
| Balefire, LLCTRUST ISHARE 0-137.1K shadded | $4.1M |
| Ridgewood Investments LLCTRUST ISHARE 0-136.3K shtrimmed | $4M |
| Paladin Partners, LLCETF30.7K shheld | $3.4M |
| CoreCap Advisors, LLCETF25.3K shtrimmed | $2.8M |
| BENEDICT FINANCIAL ADVISORS INCETF19.7K shadded | $2.2M |
| PROFESSIONAL ADVISORY SERVICES INCCOM18.4K shadded | $2M |
| Weaver Consulting GroupTRUST ISHARE 0-115.9K shtrimmed | $1.8M |
| INSPIRION WEALTH ADVISORS, LLCTRUST ISHARE 0-115.4K shheld | $1.7M |
| CENTRAL BANK & TRUST COEquities15K shadded | $1.7M |
| Buska Wealth Management, LLCTRUST ISHARE 0-112.7K shadded | $1.4M |
| Pathway Financial Advisors LLCTRUST ISHARE 0-111.2K shheld | $1.2M |
| Wealth Enhancement Trust Services, Inc.TRUST ISHARE 0-110.2K shadded | $1.1M |
| Rosenberg Matthew HamiltonETF7.1K shheld | $787K |
| ARMSTRONG ADVISORY GROUP, INCTRUST ISHARE 0-15.4K shtrimmed | $596.3K |
| Lake Hills Wealth Management, LLCTRUST ISHARE 0-15.2K shadded | $579K |
| Investment Partners Asset Management, Inc.TRUST ISHARE 0-14.5K shtrimmed | $492.6K |
| Dominguez Wealth Management Solutions, Inc.TRUST ISHARE 0-13.9K shtrimmed | $426.8K |
| Wedmont Private CapitalTRUST ISHARE 0-13.7K shadded | $403.4K |
| TOMPKINS FINANCIAL CORPTRUST ISHARE 0-13.6K shheld | $400K |
| Retireful, LLCTRUST ISHARE 0-13.6K sh— | $392.9K |
| First Heartland Consultants, Inc.TRUST ISHARE 0-12.4K shadded | $267.1K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC.TRUST ISHARE 0-12.2K sh— | $246.2K |
| DAVIDSON TRUST COFixed Income2K shheld | $215.1K |
| Investors Research CorpTRUST ISHARE 0-11.8K shadded | $200.5K |
| Bank of New HampshireTRUST ISHARE 0-1256 sh— | $28.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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