iShares Trust - iShares 0-1 Year Treasury Bond ETF
US ˙ NYSE ˙ US4642886794

SecuritySHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership58,870 shares
Latest Disclosed Value $ 6,498,659
IFP Advisors, Inc reports 19.24% decrease in ownership of SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 58,870 shares of iShares Trust - iShares 0-1 Year Treasury Bond ETF (US:SHV) valued at $6,498,659 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 72,891 shares of iShares Trust - iShares 0-1 Year Treasury Bond ETF. This represents a change in shares of -19.24% during the quarter. The current value of the position is $6,480,410 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR cs 464288679 58,870 -14,021 -19.24 6,499 -19.06 0.1348
2026-02-06 2025-12-31 13F ISHARES TR cs 464288679 72,891 19,918 37.60 8,029 37.18 0.1802
2026-02-06 2025-09-30 13F/A-1 ISHARES TR SHORT TREAS BD cs 464288679 52,973 28,843 119.53 5,853 119.67 0.1520
2025-12-02 2025-09-30 13F ISHARES TR SHORT TREAS BD cs 464288679 52,978 28,848 5,854 0.1509
2025-07-24 2025-06-30 13F I cs 464288679 24,130 -148,821 -86.05 2,665 -86.05 0.0758
2025-05-05 2025-03-31 13F ISHARES TR cs 464288679 172,951 6,302 3.78 19,104 4.11 0.5891
2025-02-04 2024-12-31 13F ISHARES TR cs 464288679 166,649 15,869 10.52 18,349 10.01 0.6009
2025-02-04 2024-09-30 13F ISHARES TR cs 464288679 150,780 -472 -0.31 16,681 -0.20 0.6012
2024-07-30 2024-06-30 13F ISHARES TR cs 464288679 151,252 25,496 20.27 16,713 20.24 0.6633
2024-07-30 2024-03-31 13F ISHARES TR cs 464288679 125,756 26,031 26.10 13,901 26.57 0.6096
2024-01-09 2023-12-31 13F ISHARES TR cs 464288679 99,725 54,285 119.47 10,983 118.81 0.5184
2023-10-12 2023-09-30 13F ISHARES TR cs 464288679 45,440 574 1.28 5,020 1.29 0.2257
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464288679 44,866 -67,191 -59.96 4,955 -59.90 0.2072
2023-08-04 2023-06-30 13F ISHARES TR cs 464288679 44,866 -67,191 4,947 0.2289
2023-04-18 2023-03-31 13F ISHARES TR cs 464288679 112,057 -145,432 -56.48 12,356 44,028.57 0.5377
2023-02-07 2022-12-31 13F ISHARES TR cs 464288679 257,489 189,219 277.16 28 -99.63 0.7587
2022-11-08 2022-09-30 13F ISHARES TR cs 464288679 68,270 4,915 7.76 7,531 7.77 0.1963
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464288679 63,355 0 0.00 6,988 0.00 0.2241
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464288679 63,355 50,586 396.16 6,988 395.95 0.2241
2022-08-08 2022-03-31 13F ISHARES TR SHORT TREAS BD Stock 464288679 19,609 6,840 2,166 0.0442
2022-01-12 2021-12-31 13F ISHARES TR SHORT TREAS BD Stock 464288679 12,769 9,034 241.87 1,409 240.34 0.0275
2021-10-06 2021-09-30 13F ISHARES TR SHORT TREAS BD Stock 464288679 3,735 -309 -7.64 414 -7.38 0.0083
2021-07-13 2021-06-30 13F ISHARES TR SHORT TREAS BD Stock 464288679 4,044 -1,679 -29.34 447 -29.38 0.0093
2021-04-30 2021-03-31 13F ISHARES TR SHORT TREAS BD Stock 464288679 5,723 -18,530 -76.40 633 -76.43 0.0123
2021-01-25 2020-12-31 13F ISHARES TR SHORT TREAS BD Stock 464288679 24,253 -179 -0.73 2,686 -0.67 0.1089
2020-10-29 2020-09-30 13F ISHARES TR SHORT TREAS BD Stock 464288679 24,432 4,477 22.44 2,704 22.13 0.1614
2020-08-05 2020-06-30 13F ISHARES TR SHORT TREAS BD Stock 464288679 19,955 3,958 24.74 2,214 24.66 0.1755
2020-05-12 2020-03-31 13F ISHARES TR SHORT TREAS BD Stock 464288679 15,997 14,231 805.83 1,776 820.21 0.1792
2020-01-17 2019-12-31 13F ISHARES TR SHORT TREAS BD Stock 464288679 1,766 1,441 443.38 193 436.11 0.0145
2019-11-07 2019-09-30 13F ISHARES TR SHORT TREAS BD Stock 464288679 325 -3,623 -91.77 36 -91.78 0.0024
2019-05-15 2019-03-31 13F ISHARESSHORT TREASURY BOND ETF ETF 464288679 3,948 -13,935 -77.92 438 -77.80 0.0598
2019-06-03 2018-12-31 13F/A-10 ISHARES TR LEHMAN SHORT TREA BDFD ETF 464288679 17,883 13,926 351.93 1,973 351.49 0.1203
2019-01-23 2018-12-31 13F ISHARES TR LEHMAN SHORT TREA BDFD ETF 464288679 17,883 13,926 1,973 0.1203
2019-06-03 2018-09-30 13F/A-9 ISHARES TR LEHMAN SHORT TREA BDFD ETF 464288679 3,957 1,903 92.65 437 92.51 0.0178
2018-10-25 2018-09-30 13F ISHARES TR LEHMAN SHORT TREA BDFD ETF 464288679 3,957 1,903 437 0.0178
2019-06-03 2018-06-30 13F/A-8 ISHARES TR LEHMAN SHORT TREA BDFD ETF 464288679 2,054 99 5.06 227 5.09 0.0095
2018-08-07 2018-06-30 13F ISHARES TR LEHMAN SHORT TREA BDFD ETF 464288679 2,054 -9 227
2019-06-03 2018-03-31 13F/A-7 ISHARES SHORT TREASURY BOND ETF ETF 464288679 1,955 0 0.00 216 0.00 0.0098
2018-05-09 2018-03-31 13F ISHARES TR LEHMAN SHORT TREA BDFD ETF 464288679 2,063 108 228
2019-06-03 2017-12-31 13F/A-6 ISHARES SHORT TREASURY BOND ETF ETF 464288679 1,955 -5 -0.26 216 0.00 0.0098
2018-01-24 2017-12-31 13F ISHARES SHORT TREASURY BOND ETF ETF 464288679 1,955 -5 216
2017-10-30 2017-09-30 13F ISHARES SHORT TREASURY BOND ETF ETF 464288679 1,960 -18 -0.91 216 -0.92 0.0086
2019-06-03 2017-06-30 13F/A-5 ISHARES SHORT TREASURY BOND ETF ETF 464288679 1,978 87 4.60 218 4.31 0.0092
2017-07-31 2017-06-30 13F ISHARES SHORT TREASURY BOND ETF ETF 464288679 1,978 87 218
2019-06-03 2017-03-31 13F/A-4 ISHARES SHORT TREASURY BOND ETF ETF 464288679 1,891 -1,563 -45.25 209 -45.14 0.0091
2017-04-26 2017-03-31 13F ISHARES SHORT TREASURY BOND ETF ETF 464288679 1,891 -1,563 209
2019-06-03 2016-12-31 13F/A-3 ISHARES SHORT TREASURY BOND ETF ETF 464288679 3,454 -671 -16.27 381 -16.45 0.0184
2017-02-14 2016-12-31 13F ISHARES SHORT TREASURY BOND ETF ETF 464288679 3,454 -671 381
2016-11-04 2016-09-30 13F ISHARES SHORT TREASURY BOND ETF ETF 464288679 4,125 -421 -9.26 456 -9.16 0.0237
2019-06-03 2016-06-30 13F/A-2 ISHARES SHORT TREASURY BOND ETF ETF 464288679 4,546 598 15.15 502 14.61 0.0280
2016-08-22 2016-06-30 13F ISHARES SHORT TREASURY BOND ETF ETF 464288679 4,546 598 502
2019-06-03 2016-03-31 13F/A-1 ISHARESSHORT TREASURY BOND ETF ETF 464288679 3,948 2,516 175.70 438 177.22 0.0598
2016-05-02 2016-03-31 13F ISHARES SHORT TREASURY BOND ETF ETF 464288679 2,378 946 262
2016-02-11 2015-12-31 13F ISHARES SHORT TREASURY BOND ETF ETF 464288679 1,432 1,432 158 0.0106
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.