Form 13-F position report

ISHARES

Reported by ANCHOR CAPITAL ADVISORS LLC

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

Reported 1,512,931 shares, up 1,116,959 (282.1%) from the prior quarter.

Reported value 282.1%; share count 282.1% vs. the prior quarter.

Added
% of reported 13F value 4.67% This manager · Q3 2023
Shares 1,512,931 Quarter-end amount reported
Reported value $167,133,481 Fair value at quarter end
Consecutive quarters held 6 Through Q3 2023

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

708 managers reported ISHARES for Q3 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 8,147,488 +1,422,287 0.03% $900,053,001 36 qtrs
MORGAN STANLEY Added 7,544,605 +29,786 0.08% $833,452,746 42 qtrs
Bank of America Corporation Added 3,704,767 +216,341 0.05% $409,265,583 42 qtrs
WELLS FARGO & COMPANY MN Added 3,407,941 +270,329 0.11% $376,475,214 42 qtrs
Betterment LLC Reduced 2,526,956 -218,163 0.88% $279,153,000 36 qtrs
BANCO BILBAO VIZCAYA ARGENTARIA S A Reduced 2,432,477 -293,083 3.59% $266,382,998 16 qtrs
UBS Group AG Reduced 2,106,260 -272,801 0.08% $232,678,543 36 qtrs
SVB WEALTH LLC Reduced 1,683,188 -297,383 4.08% $185,941,732 5 qtrs
Mariner LLC Reduced 1,661,058 -40,324 0.49% $183,497,123 14 qtrs
ENVESTNET ASSET MANAGEMENT INC Reduced 1,659,427 -2,085,557 0.08% $183,316,876 42 qtrs
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Filing details and methodology As reported
Report period
September 30, 2023
Filed
November 09, 2023
Filing type
13F-HR
Position type
SHORT TREAS BD

Voting authority reported

Sole
1,448,311
Shared
0
None
64,620

“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.