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iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$110.26 0.00 (0.00%)
As of 10:22 AM Eastern
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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)
481
Total
Institutional Inflows
(last 12 months)
$3.07B
Number of
Institutional Sellers
(last 12 months)
376
Total
Institutional Outflows
(last 12 months)
$2.37B
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SHV Institutional Buying and Selling by Quarter

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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
4/15/2025Fiduciary Financial Group LLC5,660$624K0.1%+29.3%0.003%
4/15/2025Wealthcare Advisory Partners LLC5,869$648K0.0%-2.5%0.003%
4/14/2025Regatta Capital Group LLC7,848$867K0.2%+136.4%0.004%
4/14/2025Farther Finance Advisors LLC155,017$17.07M0.4%+33.0%0.083%
4/14/2025Daymark Wealth Partners LLC1,900$210K0.0%-20.1%0.001%
4/14/2025First Citizens Bank & Trust Co.10,368$1.15M0.0%N/A0.006%
4/14/2025Abacus Planning Group Inc.19,114$2.11M0.4%-0.7%0.010%
4/14/2025Central Bank & Trust Co.8,284$915K0.2%+17.7%0.004%
4/14/2025Park Avenue Securities LLC11,530$1.27M0.0%+36.7%0.006%
4/14/2025OLD National Bancorp IN181,596$20.06M0.5%-44.2%0.097%
4/14/2025Flagship Private Wealth LLC15,430$1.70M0.8%-57.4%0.008%
4/14/2025Greenspring Advisors LLC17,355$1.92M0.5%+9.5%0.009%
4/14/2025Miracle Mile Advisors LLC29,930$3.31M0.1%+52.4%0.016%
4/14/2025Charter Oak Capital Management LLC2,468$273K0.0%-3.7%0.001%
4/14/2025Perennial Advisors LLC10,652$1.18M0.2%N/A0.006%
4/11/2025 Principia Wealth Advisory LLC32,308$3.56M3.3%+22.6%0.018%
4/11/2025 Lake Hills Wealth Management LLC5,874$649K0.4%-3.5%0.003%
4/11/2025 Sulzberger Capital Advisors Inc.203,618$22.49M29.6%+214.4%0.111%
4/11/2025 Intergy Private Wealth LLC3,466$383K0.1%+3.6%0.002%
4/11/2025 Ehrlich Financial Group14,922$1.65M1.2%-19.6%0.008%
4/11/2025 Arkfeld Wealth Strategies L.L.C.71,863$7.92M3.3%-3.4%0.039%
4/11/2025 Signal Advisors Wealth LLC5,729$633K0.1%-24.6%0.003%
4/11/2025 Foster Group Inc.5,612$620K0.0%+8.1%0.003%
4/10/2025 KWB Wealth7,757$854K0.1%-9.1%0.004%
4/10/2025 Fermata Advisors LLC19,736$2.18M0.4%-15.4%0.011%
4/10/2025 Secure Asset Management LLC1,897$210K0.0%-9.7%0.001%
4/10/2025 GenWealth Group Inc.15,891$1.76M0.4%+52.7%0.009%
4/10/2025 TruWealth Advisors LLC5,740$634K0.0%-32.1%0.003%
4/10/2025 Financial Management Professionals Inc.15,471$1.71M0.2%+83.1%0.008%
4/10/2025 Arrien Investments Inc.33,892$3.74M2.7%+24.9%0.018%
4/10/2025 Romano Brothers AND Company4,228$467K0.1%+10.3%0.002%
4/9/2025 Selway Asset Management180,770$19.97M8.2%+4.5%0.098%
4/9/2025 Kwmg LLC103,062$11.38M1.2%-1.7%0.056%
4/9/2025 RFG Advisory LLC15,267$1.69M0.0%-84.3%0.008%
4/9/2025 Capital Asset Advisory Services LLC9,278$1.02M0.1%+5.5%0.005%
4/9/2025 Milestone Asset Management LLC27,568$3.05M0.6%+0.8%0.015%
4/9/2025 Flagstar Advisors Inc.7,156$791K0.2%-2.9%0.004%
4/9/2025 Sweeney & Michel LLC8,203$904K0.4%N/A0.004%
4/9/2025 Fiduciary Alliance LLC29,530$3.26M0.3%-1.6%0.016%
4/9/2025 JTC Employer Solutions Trustee Ltd4,233$467K0.0%-24.2%0.002%
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4/8/2025 Presidio Capital Management LLC149,156$16.48M6.7%+8.2%0.081%
4/8/2025 Pacifica Partners Inc.34,509$3.80M1.7%+14.8%0.019%
4/8/2025 Advisory Alpha LLC19,233$2.12M0.1%+11.6%0.010%
4/8/2025 Spartan Planning & Wealth Management7,371$814K0.8%-78.1%0.004%
4/8/2025 Private Client Services LLC2,369$262K0.1%+6.1%0.001%
4/8/2025 Parallel Advisors LLC58,078$6.42M0.1%+1.0%0.032%
4/7/2025 AdvisorNet Financial Inc125,400$13.85M1.0%+25.1%0.068%
4/7/2025 Howard Financial Services LTD.2,435$269K0.0%+23.5%0.001%
4/4/2025 Kings Path Partners LLC14,535$1.61M0.8%+7.5%0.008%
4/4/2025 Baring Financial LLC34,780$3.84M3.2%+53.9%0.019%
3/17/2025Wealth Enhancement Advisory Services LLC1,211,434$133.39M0.3%+11.1%0.700%
3/13/2025Silver Oak Wealth Advisors Services LLC4,398$484K0.4%N/A0.003%
3/12/2025Centaurus Financial Inc.7,545$831K0.1%+15.5%0.004%
3/5/2025Probity Advisors Inc.8,074$889K0.2%-21.2%0.005%
3/3/2025American Investment Services Inc.41,433$4.56M0.8%+23.5%0.023%
2/28/2025BridgePort Financial Solutions LLC2,234$247K0.1%N/A0.001%
2/28/2025Menard Financial Group LLC223$25K0.0%N/A0.000%
2/26/2025LM Advisors LLC13,508$1.49M0.2%-0.7%0.008%
2/26/2025Virtue Capital Management LLC19,244$2.12M0.4%-89.3%0.011%
2/25/2025Heck Capital Advisors LLC67,027$7.38M0.4%N/A0.039%
2/25/2025B. Riley Wealth Advisors Inc.65,467$7.21M0.2%-2.1%0.038%
2/24/2025Great Valley Advisor Group Inc.25,946$2.86M0.1%+16.8%0.015%
2/21/2025Ascent Group LLC17,010$1.87M0.1%+13.4%0.010%
2/21/2025Gould Capital LLC36,644$4.04M2.8%+3.7%0.021%
2/20/2025Forum Financial Management LP31,184$3.43M0.1%+24.2%0.018%
2/19/2025Formidable Asset Management LLC4,210$464K0.1%N/A0.002%
2/18/2025Wick Capital Partners LLC18,090$1.99M0.6%+29.6%0.010%
2/18/2025GTS Securities LLC91,218$10.04M0.5%-13.9%0.053%
2/18/2025Vise Technologies Inc.1,859$205K0.0%N/A0.001%
2/18/202549 Wealth Management LLC14,716$1.62M0.2%-36.2%0.008%
2/18/2025Focus Partners Advisor Solutions LLC23,589$2.60M0.0%+634.6%0.014%
2/18/2025Continuum Advisory LLC830$91K0.0%-22.3%0.000%
2/18/2025Ames National Corp2,161$238K0.2%N/A0.001%
2/18/2025Delta Investment Management LLC199,990$22.02M4.3%-9.8%0.116%
2/17/2025Vident Advisory LLC40,289$4.44M0.1%+16.5%0.023%
2/17/2025Strategic Wealth Partners Ltd.130,539$14.39M1.2%-4.6%0.075%
2/17/2025Snowden Capital Advisors LLC22,168$2.44M0.1%+383.5%0.013%
2/17/2025Shepherd Kaplan Krochuk LLC78,441$8.64M7.2%+73.0%0.045%
2/17/2025Royal Bank of Canada1,017,583$112.05M0.0%-13.3%0.588%
2/17/2025Quantinno Capital Management LP2,502$275K0.0%-10.7%0.001%
2/17/2025Northwest Quadrant Wealth Management LLC302,555$33.31M7.6%+1.4%0.175%
2/17/2025Napa Wealth Management7,374$812K0.4%+4.3%0.004%
2/17/2025Millennium Management LLC395,503$43.55M0.0%+11.0%0.228%
2/17/2025Mmbg Investment Advisors CO.18,780$2.07M0.2%-42.7%0.011%
2/17/2025Lazard Asset Management LLC2,086$229K0.0%+216.1%0.001%
2/17/2025Focus Partners Wealth200,736$22.11M0.1%+22.1%0.116%
2/17/2025Forefront Analytics LLC12,248$1.35M0.6%-19.4%0.007%
2/17/2025Family Management Corp370,916$40.45M6.5%-4.2%0.214%
2/17/2025Eagle Global Advisors LLC18,329$2.02M0.1%-30.6%0.011%
2/17/2025EP Wealth Advisors LLC4,024$443K0.0%-55.0%0.002%
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2/17/2025CoreCap Advisors LLC50,734$5.59M0.3%-26.5%0.029%
2/17/2025Cetera Investment Advisers702,491$77.35M0.2%-0.5%0.406%
2/17/2025Bulltick Wealth Management LLC863,628$95.09M21.8%+33.2%0.499%
2/17/2025Captrust Financial Advisors3,604$397K0.0%-75.8%0.002%
2/17/2025Citadel Advisors LLC67,689$7.45M0.0%-62.8%0.039%
2/17/2025Cary Street Partners Financial LLC31,914$3.51M0.1%N/A0.018%
2/17/2025Baird Financial Group Inc.16,613$1.83M0.0%-17.0%0.010%
2/17/2025Beverly Hills Private Wealth LLC8,598$947K0.2%+1.6%0.005%
2/17/2025Bank of America Corp DE2,655,761$292.43M0.0%-15.1%1.534%
2/17/2025Bearing Point Capital LLC15,725$1.73M0.4%N/A0.009%
(Data available from 1/1/2016 forward)

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SHV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHV shares?

During the previous two years, 882 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 ($210.09M).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 763 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), Proficio Capital Partners LLC ($5.96M), FMR LLC ($4.74M), Cerity Partners LLC ($1.80M), Anchor Capital Advisors LLC ($1.70M), and Estate Counselors LLC ($1.14M).

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

Institutional investors have bought a total of 278,714,361 shares in the last 24 months. This purchase volume represents approximately $56.24B in transactions.

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

Of the 538 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. ($36.48M), SVB Wealth LLC ($3.18M), Freestone Capital Holdings LLC ($3.15M), Grimes & Company Inc. ($3.12M), Envestnet Asset Management Inc. ($2.84M), Bank of Nova Scotia ($2.09M), and Anchor Capital Advisors LLC ($1.30M).

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

Institutional investors have sold a total of 85,985,531 shares in the last 24 months. This volume of shares sold represents approximately $10.70B in transactions.


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This page (NASDAQ:SHV) was last updated on 4/15/2025 by MarketBeat.com Staff
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