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iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$110.36 +0.02 (+0.02%)
As of 01/21/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Short Treasury Bond ETF (NASDAQ:SHV)

Current
Institutional Ownership
Percentage
7.10%
Number of
Institutional Buyers
(last 12 months)
439
Total
Institutional Inflows
(last 12 months)
$1.74B
Number of
Institutional Sellers
(last 12 months)
340
Total
Institutional Outflows
(last 12 months)
$1.67B
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SHV Institutional Buying and Selling by Quarter

iShares Short Treasury Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/20251834 Investment Advisors Co.9,189$1.01M0.1%-19.4%0.005%
1/21/2025Flagship Private Wealth LLC36,228$3.99M1.9%+289.3%0.021%
1/21/2025Crescent Grove Advisors LLC82,123$9.04M0.9%+80.1%0.048%
1/21/2025Archford Capital Strategies LLC87,734$9.66M1.5%-9.8%0.051%
1/21/2025B.O.S.S. Retirement Advisors LLC6,976$768K0.2%N/A0.004%
1/21/2025Dynamic Advisor Solutions LLC56,126$6.18M0.3%+39.0%0.033%
1/21/2025Impact Partnership Wealth LLC14,799$1.63M0.3%-5.4%0.009%
1/21/2025Patriot Investment Management Group Inc.4,099$451K0.0%-3.5%0.002%
1/21/2025RFG Advisory LLC97,308$10.72M0.3%+525.1%0.057%
1/21/2025MFA Wealth Services17,723$1.95M1.6%N/A0.010%
1/21/2025Brighton Jones LLC5,199$572K0.0%N/A0.003%
1/21/2025Lincoln Capital Corp15,937$1.76M0.7%+1.8%0.009%
1/17/2025 Secure Asset Management LLC2,101$231K0.0%N/A0.001%
1/17/2025 Whalen Wealth Management Inc.262,678$28.92M20.1%+442.7%0.152%
1/17/2025 Avior Wealth Management LLC1,133$125K0.0%-16.1%0.001%
1/17/2025 MinichMacGregor Wealth Management LLC76,765$8.45M1.8%+0.2%0.045%
1/17/2025 Mutual Advisors LLC54,036$5.96M0.2%+6.0%0.031%
1/17/2025 Janney Montgomery Scott LLC243,565$26.82M0.1%-0.6%0.141%
1/17/2025 Lake Hills Wealth Management LLC6,090$671K0.5%-22.5%0.004%
1/17/2025 SG Americas Securities LLC104,817$11.54M0.0%N/A0.061%
1/17/2025 Baker Ellis Asset Management LLC9,450$1.04M0.2%-2.6%0.005%
1/17/2025 Marino Stram & Associates LLC24,637$2.71M0.6%+65.6%0.014%
1/17/2025 Finley Financial LLC9,729$1.07M0.6%N/A0.006%
1/17/2025 ERTS Wealth Advisors LLC6,097$671K0.1%-3.1%0.004%
1/17/2025 Atomi Financial Group Inc.18,620$2.05M0.1%-16.2%0.011%
1/16/2025 Seven Post Investment Office LP165,614$18.24M7.0%+5.5%0.096%
1/16/2025 Central Bank & Trust Co.7,041$775K0.1%+7.0%0.004%
1/16/2025 FLC Capital Advisors20,699$2.28M0.5%-6.5%0.012%
1/16/2025 True Link Financial Advisors LLC551,299$60.70M5.1%+6.3%0.318%
1/16/2025 Wooster Corthell Wealth Management Inc.15,803$1.74M0.4%+2.8%0.009%
1/16/2025 Diversify Advisory Services LLC2,823$311K0.0%-49.4%0.002%
1/16/2025 Romano Brothers AND Company3,833$422K0.1%-5.4%0.002%
1/15/2025 GenWealth Group Inc.10,405$1.15M0.3%+4.8%0.006%
1/15/2025 Financial Management Professionals Inc.8,451$931K0.1%+49.5%0.005%
1/15/2025 TruWealth Advisors LLC8,452$931K0.1%-34.7%0.005%
1/15/2025 Ameritas Advisory Services LLC16,225$1.79M0.1%-16.3%0.009%
1/15/2025 Premier Path Wealth Partners LLC27,317$3.01M0.5%+5.3%0.016%
1/15/2025 Howard Financial Services LTD.1,971$217K0.0%N/A0.001%
1/15/2025 Arkadios Wealth Advisors5,399$594K0.0%-12.5%0.003%
1/15/2025 Wealthcare Advisory Partners LLC6,021$663K0.0%-2.2%0.003%
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1/15/2025 RDA Financial Network6,035$665K0.2%-48.6%0.003%
1/15/2025 Eagle Rock Investment Company LLC21,005$2.31M0.4%-11.8%0.012%
1/15/2025 Edge Wealth Management LLC2,697$297K0.1%-74.5%0.002%
1/15/2025 Client First Capital LLC303,373$33.40M17.2%-1.5%0.175%
1/15/2025 Fermata Advisors LLC23,319$2.57M0.5%+59.0%0.013%
1/15/2025 Ritholtz Wealth Management48,758$5.37M0.2%-1.4%0.028%
1/15/2025 Sicart Associates LLC5,150$567K0.2%-22.6%0.003%
1/14/2025 StrongBox Wealth LLC2,303$254K0.1%N/A0.001%
1/14/2025 Winch Advisory Services LLC113,201$12.47M3.2%-3.4%0.065%
1/14/2025 RMR Wealth Builders2,873$316K0.0%-24.2%0.002%
1/14/2025 Armstrong Advisory Group Inc.6,611$728K0.1%N/A0.004%
1/14/2025 ARS Wealth Advisors Group LLC17,540$1.93M0.3%-1.2%0.010%
1/14/2025 Park Avenue Securities LLC8,437$929K0.0%-72.3%0.005%
1/14/2025 San Luis Wealth Advisors LLC22,676$2.50M0.5%-15.8%0.013%
1/14/2025 Sovereign Financial Group Inc.6,748$743K0.2%+30.8%0.004%
1/14/2025 Capstone Wealth Management Group LLC113,348$12.48M6.7%-19.9%0.065%
1/14/2025 Pacifica Partners Inc.30,050$3.31M1.4%+8.0%0.017%
1/14/2025 KWB Wealth8,531$944K0.1%+1.3%0.005%
1/14/2025 Cardinal Point Capital Management ULC2,900$319K0.1%-38.4%0.002%
1/14/2025 Fortis Advisors LLC7,853$865K0.6%+1.5%0.005%
1/14/2025 Signal Advisors Wealth LLC7,594$836K0.1%+1.7%0.004%
1/13/2025 Leibman Financial Services Inc.9,655$1.06M0.8%-6.9%0.006%
1/13/2025 AdvisorNet Financial Inc100,200$11.03M0.9%+39.5%0.058%
1/13/2025 Miracle Mile Advisors LLC19,637$2.16M0.0%-4.1%0.011%
1/13/2025 Northstar Advisory Group LLC5,205$573K0.3%N/A0.003%
1/13/2025 Ehrlich Financial Group18,566$2.04M1.5%-6.3%0.011%
1/13/2025 Friedenthal Financial643$71K0.0%-49.2%0.000%
1/13/2025 Heritage Wealth Partners LLC9,477$1.04M1.3%-2.8%0.005%
1/13/2025 Kwmg LLC104,892$11.55M1.2%+1.6%0.060%
1/13/2025 Brookstone Capital Management10,824$1.19M0.0%-45.5%0.006%
1/13/2025 Fiduciary Alliance LLC30,008$3.30M0.3%+1.1%0.017%
1/10/2025 RMR Wealth Builders2,873$316K0.0%-24.2%0.002%
1/10/2025 Ridgewood Investments LLC65,858$7.25M3.5%+2.0%0.038%
1/10/2025 Wealth Enhancement Advisory Services LLC1,092,649$120.88M0.2%+0.2%0.632%
1/10/2025 ORG Partners LLC6,809$750K0.1%-63.5%0.004%
1/8/2025 Private Client Services LLC2,232$246K0.1%N/A0.001%
1/8/2025 Weaver Consulting Group44,244$4.87M1.5%-3.7%0.026%
1/8/2025 Innova Wealth Partners7,137$786K0.5%N/A0.004%
1/7/2025 Spartan Planning & Wealth Management33,698$3.71M3.4%N/A0.020%
1/6/2025 Kings Path Partners LLC13,518$1.49M0.6%+4.1%0.008%
12/26/2024JPMorgan Chase & Co.9,031,532$999.16M0.1%+23.7%5.447%
12/19/2024Independent Solutions Wealth Management LLC18,974$2.10M0.5%+112.8%0.011%
12/19/2024Principal Financial Group Inc.9,390$1.04M0.0%-51.7%0.006%
12/13/2024B. Riley Wealth Advisors Inc.66,901$7.40M0.2%-18.0%0.040%
12/2/2024Beaird Harris Wealth Management LLC1,674$185K0.0%+580.5%0.001%
11/25/2024Destination Wealth Management10,667$1.18M0.0%+0.9%0.006%
11/25/2024World Investment Advisors LLC10,719$1.19M0.0%+4.7%0.006%
11/25/2024Sanctuary Advisors LLC41,462$4.58M0.0%+7.1%0.025%
11/18/2024Rehmann Capital Advisory Group12,150$1.34M0.1%+9.5%0.007%
11/18/2024TD Private Client Wealth LLC82,778$9.16M0.3%+5.9%0.050%
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11/18/2024Virtue Capital Management LLC180,611$19.98M4.0%-4.0%0.109%
11/18/2024Titan Managers LLC116,894$12.93M20.3%-0.7%0.070%
11/18/2024Gould Capital LLC35,345$3.91M2.6%+3.1%0.021%
11/15/2024Glass Jacobson Investment Advisors llc454$50K0.0%+55.5%0.000%
11/15/2024MML Investors Services LLC375,900$41.59M0.2%-9.6%0.227%
11/15/2024Legacy Investment Solutions LLC18,780$2.07M1.3%N/A0.011%
11/15/2024Orion Portfolio Solutions LLC20,671$2.29M0.1%+33.6%0.012%
11/15/2024National Bank of Canada FI17,361$1.92M0.0%-58.4%0.010%
11/15/2024EP Wealth Advisors LLC8,947$990K0.0%+114.9%0.005%
11/15/2024Jane Street Group LLC118,030$13.06M0.0%-67.2%0.071%
(Data available from 1/1/2016 forward)

SHV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHV shares?

During the previous two years, 818 institutional investors and hedge funds held shares of iShares Short Treasury Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($999.16M), Morgan Stanley ($833.45M), BlackRock Inc. ($742.80M), Bank of America Corp DE ($442.14M), Wells Fargo & Company MN ($419.92M), Banco Bilbao Vizcaya Argentaria S.A. ($292.06M), and Betterment LLC ($279.15M).Learn more on SHV's institutional investors.

What percentage of iShares Short Treasury Bond ETF stock is owned by institutional investors?

7.10% of iShares Short Treasury Bond ETF stock is owned by institutional investors. Learn more on SHV's institutional investor holdings.

Which institutional investors have been buying iShares Short Treasury Bond ETF stock?

Of the 714 institutional investors that purchased iShares Short Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gateway Advisory LLC ($189.52M), JPMorgan Chase & Co. ($30.85M), Charles Schwab Investment Management Inc. ($3.32M), Anchor Capital Advisors LLC ($2.01M), Cerity Partners LLC ($1.79M), FMR LLC ($1.60M), and Wells Fargo & Company MN ($1.18M).

How much institutional buying is happening at iShares Short Treasury Bond ETF?

Institutional investors have bought a total of 276,108,403 shares in the last 24 months. This purchase volume represents approximately $57.49B in transactions.

Which iShares Short Treasury Bond ETF major shareholders have been selling company stock?

Of the 509 institutional investors that sold iShares Short Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($29.48M), Freestone Capital Holdings LLC ($5.10M), Envestnet Asset Management Inc. ($4.58M), SVB Wealth LLC ($3.18M), Grimes & Company Inc. ($3.12M), Assetmark Inc. ($2.60M), and Gateway Advisory LLC ($1.27M).

How much institutional selling is happening at iShares Short Treasury Bond ETF?

Institutional investors have sold a total of 82,771,600 shares in the last 24 months. This volume of shares sold represents approximately $11.53B in transactions.


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This page (NASDAQ:SHV) was last updated on 1/22/2025 by MarketBeat.com Staff
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