Form 13-F position report

ISHARES TR ISHARES 0-1 YEAR TR

Reported by ANCHOR CAPITAL ADVISORS LLC

ETF profile Manager portfolio Source filing
SHV CUSIP 464288679 Manager CIK 0000813933
Latest reported change

Reported 82,035 shares, down 52,756 (39.1%) from the prior quarter.

Reported value -39.2%; share count -39.1% vs. the prior quarter.

Reduced
% of reported 13F value 0.25% This manager · Q2 2026
Shares 82,035 Quarter-end amount reported
Reported value $9,052,609 Fair value at quarter end
Consecutive quarters held 17 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

18 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 134,926 +52,891 (64.5%) 0.46% $14,885,000 2026-11-05
Q2 2026 Reduced 82,035 -52,756 (-39.1%) 0.25% $9,052,609 2026-08-05
Q1 2026 Reduced 134,791 -1,325 (-1.0%) 0.42% $14,879,581 2026-05-12
Q4 2025 Reduced 136,116 -18,998 (-12.2%) 0.43% $14,993,160 2026-02-10
Q3 2025 Reduced 155,114 -8,278 (-5.1%) 0.5% $17,138,566 2025-10-30
Q2 2025 Reduced 163,392 -2,769 (-1.7%) 0.53% $18,041,790 2025-08-06
Q1 2025 Reduced 166,161 -610,383 (-78.6%) 0.55% $18,354,147 2025-05-13
Q4 2024 Reduced 776,544 -236,469 (-23.3%) 2.44% $85,505,253 2025-02-05
Q3 2024 Added 1,013,013 +41,492 (4.3%) 2.98% $112,069,657 2024-10-31
Q2 2024 Added 971,521 +521,879 (116.1%) 3.02% $107,353,078 2024-08-06
Q1 2024 Reduced 449,642 -705,783 (-61.1%) 1.3% $49,703,417 2024-05-07
Q4 2023 Reduced 1,155,425 -357,506 (-23.6%) 3.36% $127,246,994 2024-02-05
Q3 2023 Added 1,512,931 +1,116,959 (282.1%) 4.67% $167,133,481 2023-11-09
Q2 2023 Added 395,972 +32,821 (9.0%) 1.13% $43,735,054 2023-08-04
Q1 2023 Added 363,151 +25,134 (7.4%) 1.06% $40,128,186 2023-05-03
Q4 2022 Added 338,017 +311,592 (1179.2%) 0.95% $37,154,829 2023-02-10
Q3 2022 Added 26,425 +3,280 (14.2%) 0.08% $2,907,000 2022-11-09
Q2 2022 New 23,145 +23,145 (0.0%) 0.06% $2,548,000 2022-08-04
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Institutional context

Who else reported the position

807 managers reported ISHARES TR ISHARES 0-1 YEAR TR for Q2 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 18,148,134 +273,776 0.03% $2,002,646,588 8 qtrs
MORGAN STANLEY Reduced 5,415,604 -198,094 0.03% $597,612,015 53 qtrs
WELLS FARGO & COMPANY MN Reduced 4,646,794 -590,757 0.08% $512,773,664 53 qtrs
LPL Financial LLC Added 3,934,832 +562,554 0.1% $434,208,717 53 qtrs
Bank of America Corporation Added 3,198,846 +200,786 0.02% $352,992,622 53 qtrs
Wealthfront Advisers LLC Added 2,133,613 +85,574 0.45% $235,444,195 14 qtrs
NFP Retirement Inc Added 1,478,117 +443,386 8.93% $162,903,582 10 qtrs
BANCO BILBAO VIZCAYA ARGENTARIA S A Added 1,444,594 +11,705 0.99% $159,472,719 27 qtrs
RAYMOND JAMES FINANCIAL INC Added 1,445,040 +112,722 0.04% $159,460,162 7 qtrs
UBS Group AG Reduced 1,399,431 -272,973 0.02% $154,427,212 47 qtrs
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Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 05, 2026
Filing type
13F-HR
Position type
TRUST ISHARE 0-1

Voting authority reported

Sole
81,740
Shared
0
None
295

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.