Inst. Holders
50 funds
SH
SHV
ISHARES TR
$110.08 ▲ +0.03%
Prev close $110.0517 New Institutional Positions14 Institutional Exits
Snapshot
The big-picture read on SHV right now — valuation, ownership and activity at a glance.
Inst. Value
$6.4B
Inst. Activity
17 buys / 14 sells
Price chart 30d +0.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 9, 2026 ftd
FTD: SHV — 9,344 shares ($1.0M) failed to deliver
Settlement: 20260909, Price: $110.13, FTD Value: $1,029,054.72, ISHARES TR ISHARES 0-1 YEAR TR
Jun 30, 2026 Inst.
ENVESTNET ASSET MANAGEMENT INC — TRIM
1,019,769 shares ($112.5M)
Jun 30, 2026 Inst.
Arax Advisory Partners — DOUBLED
495,679 shares ($54.7M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 9, 2026
ftd
FTD: SHV — 9,344 shares ($1.0M) failed to deliver
Settlement: 20260909, Price: $110.13, FTD Value: $1,029,054.72, ISHARES TR ISHARES 0-1 YEAR TR
Sep 7, 2026
dark_pool
Dark Pool: SHV — 1.5M shares, 4,220 trades
Week starting 2026-09-07. Total ATS volume: 1,527,205 shares across 4,220 trades.
Aug 31, 2026
dark_pool
Dark Pool: SHV — 3.4M shares, 6,071 trades
Week starting 2026-08-31. Total ATS volume: 3,379,722 shares across 6,071 trades.
Aug 25, 2026
ftd
FTD: SHV — 137,262 shares ($15.1M) failed to deliver
Settlement: 20260825, Price: $110.32, FTD Value: $15,142,743.84, ISHARES TR ISHARES 0-1 YEAR TR
Aug 24, 2026
dark_pool
Dark Pool: SHV — 1.9M shares, 5,959 trades
Week starting 2026-08-24. Total ATS volume: 1,857,761 shares across 5,959 trades.
Institutional ownership
Which big funds own SHV (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.4B total value (58,071,594 shares) as of 2026-Q2. Top holders: BlackRock,, MORGAN, WELLS. Net buying activity: 17 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 18,148,134 | $2.0B | 31.3% | — |
| MORGAN STANLEY | 5,415,604 | $597.6M | 9.3% | — |
| WELLS FARGO & COMPANY/MN | 4,646,794 | $512.8M | 8.0% | — |
| LPL Financial LLC | 3,934,832 | $434.2M | 6.8% | — |
| BANK OF AMERICA CORP /DE/ | 3,198,846 | $353.0M | 5.5% | — |
| Wealthfront Advisers LLC | 2,133,613 | $235.4M | 3.7% | ADD +26.6% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1,444,594 | $159.5M | 2.5% | — |
| RAYMOND JAMES FINANCIAL INC | 1,445,040 | $159.5M | 2.5% | — |
| UBS Group AG | 1,399,431 | $154.4M | 2.4% | — |
| JPMORGAN CHASE & CO | 1,380,764 | $152.4M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 1,952,895 | 1,019,769 | -47.8% | $112.5M |
| Arax Advisory Partners | DOUBLED | 2,197 | 495,679 | +22461.6% | $54.7M |
| FIL Ltd | TRIM | 994,888 | 481,633 | -51.6% | $53.1M |
| GOLDMAN SACHS GROUP INC | ADD | 267,729 | 452,880 | +69.2% | $50.0M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 73,522 | 377,443 | +413.4% | $41.7M |
| Banco Santander, S.A. | ADD | 279,368 | 350,783 | +25.6% | $38.7M |
| Focus Partners Wealth | TRIM | 357,161 | 240,783 | -32.6% | $26.6M |
| Wealthspire Advisors, LLC | DOUBLED | 37,398 | 114,598 | +206.4% | $12.6M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 60,186 | 86,351 | +43.5% | $9.5M |
| Integrated Wealth Concepts LLC | ADD | 59,713 | 84,575 | +41.6% | $9.3M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SHV.
Shares short
2,223,877
Settlement Sep 15, 2026
Change vs prior
-10.0%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume