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iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$110.12 -0.29 (-0.26%)
As of 08/1/2025 04:00 PM Eastern

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)
550
Total
Institutional Inflows
(last 12 months)
$4.07B
Number of
Institutional Sellers
(last 12 months)
413
Total
Institutional Outflows
(last 12 months)
$2.70B
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SHV Institutional Buying and Selling by Quarter

iShares Short Treasury Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 Bull Oak Capital LLC216,101$23.86M10.9%+17.0%0.114%
8/1/2025 James Investment Research Inc.36,139$3.99M0.5%-16.3%0.019%
8/1/2025 GWN Securities Inc.88,422$9.77M1.8%+163.7%0.047%
8/1/2025 Alexander Labrunerie & CO. Inc.54,343$6.00M2.5%-3.9%0.029%
8/1/2025 Advisory Alpha LLC13,912$1.54M0.0%-27.6%0.007%
8/1/2025 Rossby Financial LCC19,630$2.17M0.8%-47.4%0.010%
8/1/2025 SYM FINANCIAL Corp1,280$141K0.0%-65.7%0.001%
8/1/2025 Banco Santander S.A.309,079$34.13M0.3%+173.9%0.163%
8/1/2025 Ashton Thomas Private Wealth LLC20,218$2.23M0.1%+25.8%0.011%
8/1/2025 Delta Investment Management LLC141,778$15.66M3.0%-24.4%0.075%
8/1/2025 Envestnet Asset Management Inc.1,105,942$122.12M0.0%+11.4%0.584%
7/31/2025 Hixon Zuercher LLC43,783$4.84M1.6%+1.9%0.023%
7/31/2025 Wealthfront Advisers LLC1,782,762$196.85M0.5%+16.2%0.942%
7/31/2025 Leavell Investment Management Inc.9,721$1.07M0.0%+42.1%0.005%
7/31/2025 CVA Family Office LLC43,201$4.77M0.7%+28.5%0.023%
7/31/2025 Brian Low Financial Group LLC10,227$1.13M1.1%N/A0.005%
7/31/2025 Focus Partners Advisor Solutions LLC7,595$839K0.0%-64.9%0.004%
7/31/2025 Insight Wealth Partners LLC7,552$834K0.3%+2.7%0.004%
7/31/2025 Leelyn Smith LLC10,327$1.14M0.2%+10.9%0.005%
7/31/2025 Carlton Hofferkamp & Jenks Wealth Management LLC32,750$3.62M1.3%-11.4%0.017%
7/31/2025 Mader & Shannon Wealth Management Inc.91,621$10.12M5.5%+1.0%0.048%
7/31/2025 Arrien Investments Inc.22,556$2.49M1.6%-33.4%0.012%
7/31/2025 Turning Point Benefit Group Inc.16,279$1.80M1.4%-3.9%0.009%
7/30/2025 Strategic Blueprint LLC44,344$4.90M0.2%+13.4%0.023%
7/30/2025 Capital Wealth Alliance LLC63,205$6.98M3.8%+4.0%0.033%
7/30/2025 Freedom Investment Management Inc.3,685$407K0.0%+7.1%0.002%
7/30/2025 Forum Financial Management LP21,738$2.40M0.0%+3.2%0.011%
7/30/2025 White Lighthouse Investment Management Inc.288,246$31.83M5.2%+0.4%0.152%
7/30/2025 Rehmann Capital Advisory Group11,859$1.31M0.1%-2.0%0.006%
7/30/2025 Black Diamond Financial LLC6,778$748K0.1%+10.6%0.004%
7/30/2025 Onyx Bridge Wealth Group LLC161,273$17.81M2.4%+4.7%0.085%
7/30/2025 Exencial Wealth Advisors LLC5,239$579K0.0%-9.1%0.003%
7/30/2025 Brookstone Capital Management9,787$1.08M0.0%-6.7%0.005%
7/30/2025 D.A. Davidson & CO.34,957$3.86M0.0%+325.4%0.018%
7/30/2025 Whittier Trust Co.9,320$1.03M0.0%-2.3%0.005%
7/30/2025 Divergent Planning LLC2,218$245K0.0%N/A0.001%
7/30/2025 Alexis Investment Partners LLC24,162$2.67M1.1%-30.9%0.013%
7/30/2025 Drive Wealth Management LLC72,195$7.97M1.7%-6.6%0.038%
7/30/2025 Townsend & Associates Inc592,402$65.39M6.5%+1.7%0.313%
7/29/2025 Beverly Hills Private Wealth LLC3,664$405K0.1%-47.6%0.002%
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7/29/2025 Calamos Wealth Management LLC52,711$5.82M0.2%-1.7%0.028%
7/29/2025 Cidel Asset Management Inc.10,655$1.18M0.1%+33.9%0.006%
7/29/2025 Salomon & Ludwin LLC6,592$725K0.1%-3.1%0.003%
7/29/2025 Forvis Mazars Wealth Advisors LLC8,576$947K0.0%-16.8%0.005%
7/29/2025 Northwest Quadrant Wealth Management LLC244,079$26.95M6.0%-5.1%0.129%
7/29/2025 Burford Brothers Inc.18,645$2.06M0.9%+125.9%0.010%
7/29/2025 Aspiriant LLC19,060$2.11M0.1%-3.4%0.010%
7/29/2025 Koshinski Asset Management Inc.2,990$330K0.0%-11.0%0.002%
7/29/2025 JTC Employer Solutions Trustee Ltd2,882$318K0.0%-31.9%0.002%
7/29/2025 Stratos Wealth Partners LTD.6,022$665K0.0%+23.6%0.003%
7/29/2025 Stratos Wealth Advisors LLC15,132$1.67M0.1%-8.6%0.008%
7/29/2025 Private Trust Co. NA13,404$1.48M0.1%+186.8%0.007%
7/29/2025 Kraft Davis & Associates LLC84,089$9.28M2.6%-2.4%0.044%
7/29/2025 Values First Advisors Inc.1,611$178K0.1%+100.9%0.001%
7/29/2025 Stableford Capital II LLC91,461$10.10M3.8%-17.5%0.048%
7/28/2025 WJ Wealth Management LLC12,198$1.35M0.4%+21.5%0.006%
7/28/2025 Morris Financial Concepts Inc.72,264$7.98M3.2%+5.8%0.038%
7/28/2025 Rosenberg Matthew Hamilton9,119$1.01M0.2%-2.0%0.005%
7/28/2025 Mutual Advisors LLC59,518$6.57M0.2%+3.5%0.031%
7/28/2025 Ritholtz Wealth Management37,778$4.17M0.1%-23.1%0.020%
7/28/2025 Aries Wealth Management6,339$700K0.2%-5.0%0.003%
7/28/2025 Innova Wealth Partners5,862$647K0.4%-2.3%0.003%
7/28/2025 Sagespring Wealth Partners LLC3,661$404K0.0%+46.6%0.002%
7/28/2025 Wilmington Savings Fund Society FSB10,650$1.18M0.0%+451.5%0.006%
7/28/2025 Founders Grove Wealth Partners LLC2,012$222K0.1%N/A0.001%
7/28/2025 RFG Advisory LLC147,171$16.25M0.4%+864.0%0.078%
7/28/2025 Axxcess Wealth Management LLC24,924$2.75M0.1%+3.4%0.013%
7/25/2025 Heartland Bank & Trust Co17,899$1.98M0.9%-21.6%0.009%
7/25/2025 Atria Wealth Solutions Inc.30,886$3.41M0.1%-64.1%0.016%
7/25/2025 Envestnet Portfolio Solutions Inc.8,570$946K0.0%-61.6%0.005%
7/25/2025 Concord Asset Management LLC VA261,414$28.87M4.3%+9.2%0.138%
7/25/2025 Sequoia Financial Advisors LLC14,777$1.63M0.0%-40.7%0.008%
7/25/2025 Courage Miller Partners LLC8,180$903K0.3%-8.3%0.004%
7/25/2025 MGO One Seven LLC39,870$4.40M0.1%+19.2%0.021%
7/25/2025 Almanack Investment Partners LLC.2,134$236K0.0%-9.1%0.001%
7/25/2025 Prostatis Group LLC3,067$339K0.1%+21.5%0.002%
7/25/2025 CWM LLC74,351$8.21M0.0%-8.6%0.039%
7/25/2025 Transcendent Capital Group LLC6,148$679K0.3%-67.4%0.003%
7/25/2025 Strategic Point Investment Advisors LLC186,551$20.60M3.2%+1.8%0.099%
7/25/2025 Summa Corp.3,902$431K0.2%+30.1%0.002%
7/25/2025 Sovereign Financial Group Inc.7,760$857K0.2%+14.2%0.004%
7/25/2025 Concurrent Investment Advisors LLC9,817$1.08M0.0%-3.4%0.005%
7/25/2025 1858 Wealth Management LLC52,638$5.81M4.3%N/A0.028%
7/25/2025 GFS Advisors LLC149,048$16.46M2.3%+1.0%0.079%
7/24/2025 KFA Private Wealth Group LLC97,839$10.80M3.3%+13.0%0.052%
7/24/2025 JFS Wealth Advisors LLC4,285$473K0.0%-13.7%0.002%
7/24/2025 Lee Financial Co171,837$18.97M2.7%-4.2%0.091%
7/24/2025 Callan Family Office LLC8,706$961K0.0%-11.5%0.005%
7/24/2025 Blair William & Co. IL17,921$1.98M0.0%+0.7%0.010%
7/24/2025 Mainstay Capital Management LLC ADV134,762$14.88M0.7%N/A0.072%
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7/24/2025 True Link Financial Advisors LLC657,201$72.57M5.0%+4.0%0.349%
7/24/2025 Capital Advisors Ltd. LLC17,078$1.89M0.2%-35.3%0.009%
7/24/2025 Copperwynd Financial LLC27,267$3.01M0.8%+5.9%0.014%
7/24/2025 US Bancorp DE52,303$5.78M0.0%-10.7%0.028%
7/23/2025 Mullooly Asset Management Inc.194,696$21.50M9.0%-4.6%0.103%
7/23/2025 Vontobel Holding Ltd.8,453$933K0.0%N/A0.004%
7/23/2025 Schrum Private Wealth Management LLC7,423$820K0.7%+6.1%0.004%
7/23/2025 Clear Creek Financial Management LLC44,169$4.88M0.5%-13.0%0.023%
7/23/2025 Castle Rock Wealth Management LLC6,808$751K0.2%+57.6%0.004%
7/23/2025 Valmark Advisers Inc.4,771$527K0.0%+11.7%0.003%
(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, 895 institutional investors and hedge funds held shares of iShares Short Treasury Bond ETF. The most heavily invested institutionals were Morgan Stanley ($833.45M), BlackRock Inc. ($742.80M), FMR LLC ($574.50M), Wells Fargo & Company MN ($424.02M), Bank of America Corp DE ($292.43M), UBS Group AG ($246.20M), and LPL Financial LLC ($234.85M).Learn more on iShares Short Treasury Bond ETF's institutional investors.

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

7.10% of iShares Short Treasury Bond ETF's 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's stock?

Of the 774 institutional investors that purchased iShares Short Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Proficio Capital Partners LLC ($5.96M), FMR LLC ($4.74M), JPMorgan Chase & Co. ($2.13M), Anchor Capital Advisors LLC ($1.67M), Wealthfront Advisers LLC ($1.65M), Raymond James Financial Inc. ($1.42M), and Marks Wealth LLC ($1.41M).

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

Institutional investors have bought a total of 36,847,061 shares in the last 24 months. This purchase volume represents approximately $4.07B in transactions.

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

Of the 410 institutional investors that sold iShares Short Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($7.28M), Bank of Nova Scotia ($1.49M), Marks Wealth LLC ($929.28K), Northwestern Mutual Wealth Management Co. ($914.27K), Ausdal Financial Partners Inc. ($594.18K), Federation des caisses Desjardins du Quebec ($514.76K), and Bulltick Wealth Management LLC ($473.78K).

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

Institutional investors have sold a total of 24,458,238 shares in the last 24 months. This volume of shares sold represents approximately $2.70B in transactions.



This page (NASDAQ:SHV) was last updated on 8/3/2025 by MarketBeat.com Staff
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