§ EQUITY
USDSHV
ISHARES 0-1 YEAR TREASURY BO
USD
§ 01 · PRICE
Price action
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§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 6.7M | 0.0% | −0% |
| BlackRock, Inc. | 6.4M | 0.0% | n/a |
| Morgan Stanley IM | 5.6M | 0.0% | −53% |
| BlackRock, Inc. | 4.1M | 0.0% | n/a |
| LPL Financial LLC | 3.4M | 0.1% | +10% |
| Marks Wealth, LLC | 2.2M | 62.7% | +25092% |
◇ AC INTELLIGENCE
Top institutional owners for SHV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER53.8% · 676 holders
DEALER / BANK22.7% · 36 holders
PASSIVE / INDEX19.6% · 3 holders
QUALITY / COMPOUNDER2.5% · 10 holders
INCOME / DEFENSIVE1.3% · 6 holders
TACTICAL / MACRO0.1% · 2 holders
SYSTEMATIC / QUANT0.0% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SHV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SHV yet.