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iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$110.39 +0.01 (+0.01%)
As of 03/25/2025 04:00 PM 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)
480
Total
Institutional Inflows
(last 12 months)
$3.05B
Number of
Institutional Sellers
(last 12 months)
373
Total
Institutional Outflows
(last 12 months)
$2.36B
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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
3/17/2025 Wealth 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%
3/12/2025 Centaurus Financial Inc.7,545$831K0.1%+15.5%0.004%
3/5/2025 Probity Advisors Inc.8,074$889K0.2%-21.2%0.005%
3/3/2025 American Investment Services Inc.41,433$4.56M0.8%+23.5%0.023%
2/28/2025 BridgePort Financial Solutions LLC2,234$247K0.1%N/A0.001%
2/28/2025 Menard Financial Group LLC223$25K0.0%N/A0.000%
2/26/2025 LM Advisors LLC13,508$1.49M0.2%-0.7%0.008%
2/26/2025 Virtue Capital Management LLC19,244$2.12M0.4%-89.3%0.011%
2/25/2025 Heck Capital Advisors LLC67,027$7.38M0.4%N/A0.039%
2/25/2025 B. Riley Wealth Advisors Inc.65,467$7.21M0.2%-2.1%0.038%
2/24/2025 Great Valley Advisor Group Inc.25,946$2.86M0.1%+16.8%0.015%
2/21/2025 Ascent Group LLC17,010$1.87M0.1%+13.4%0.010%
2/21/2025 Gould Capital LLC36,644$4.04M2.8%+3.7%0.021%
2/20/2025 Forum Financial Management LP31,184$3.43M0.1%+24.2%0.018%
2/19/2025 Formidable Asset Management LLC4,210$464K0.1%N/A0.002%
2/18/2025 Wick Capital Partners LLC18,090$1.99M0.6%+29.6%0.010%
2/18/2025 GTS Securities LLC91,218$10.04M0.5%-13.9%0.053%
2/18/2025 Vise Technologies Inc.1,859$205K0.0%N/A0.001%
2/18/2025 49 Wealth Management LLC14,716$1.62M0.2%-36.2%0.008%
2/18/2025 Focus Partners Advisor Solutions LLC23,589$2.60M0.0%+634.6%0.014%
2/18/2025 Continuum Advisory LLC830$91K0.0%-22.3%0.000%
2/18/2025 Ames National Corp2,161$238K0.2%N/A0.001%
2/18/2025 Delta Investment Management LLC199,990$22.02M4.3%-9.8%0.116%
2/17/2025 Vident Advisory LLC40,289$4.44M0.1%+16.5%0.023%
2/17/2025 Strategic Wealth Partners Ltd.130,539$14.39M1.2%-4.6%0.075%
2/17/2025 Snowden Capital Advisors LLC22,168$2.44M0.1%+383.5%0.013%
2/17/2025 Shepherd Kaplan Krochuk LLC78,441$8.64M7.2%+73.0%0.045%
2/17/2025 Royal Bank of Canada1,017,583$112.05M0.0%-13.3%0.588%
2/17/2025 Quantinno Capital Management LP2,502$275K0.0%-10.7%0.001%
2/17/2025 Northwest Quadrant Wealth Management LLC302,555$33.31M7.6%+1.4%0.175%
2/17/2025 Napa Wealth Management7,374$812K0.4%+4.3%0.004%
2/17/2025 Millennium Management LLC395,503$43.55M0.0%+11.0%0.228%
2/17/2025 Mmbg Investment Advisors CO.18,780$2.07M0.2%-42.7%0.011%
2/17/2025 Lazard Asset Management LLC2,086$229K0.0%+216.1%0.001%
2/17/2025 Focus Partners Wealth200,736$22.11M0.1%+22.1%0.116%
2/17/2025 Forefront Analytics LLC12,248$1.35M0.6%-19.4%0.007%
2/17/2025 Family Management Corp370,916$40.45M6.5%-4.2%0.214%
2/17/2025 Eagle Global Advisors LLC18,329$2.02M0.1%-30.6%0.011%
2/17/2025 EP Wealth Advisors LLC4,024$443K0.0%-55.0%0.002%
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2/17/2025 CoreCap Advisors LLC50,734$5.59M0.3%-26.5%0.029%
2/17/2025 Cetera Investment Advisers702,491$77.35M0.2%-0.5%0.406%
2/17/2025 Bulltick Wealth Management LLC863,628$95.09M21.8%+33.2%0.499%
2/17/2025 Captrust Financial Advisors3,604$397K0.0%-75.8%0.002%
2/17/2025 Citadel Advisors LLC67,689$7.45M0.0%-62.8%0.039%
2/17/2025 Cary Street Partners Financial LLC31,914$3.51M0.1%N/A0.018%
2/17/2025 Baird Financial Group Inc.16,613$1.83M0.0%-17.0%0.010%
2/17/2025 Beverly Hills Private Wealth LLC8,598$947K0.2%+1.6%0.005%
2/17/2025 Bank of America Corp DE2,655,761$292.43M0.0%-15.1%1.534%
2/17/2025 Bearing Point Capital LLC15,725$1.73M0.4%N/A0.009%
2/17/2025 BNP Paribas Financial Markets169,894$18.71M0.0%+23.5%0.098%
2/17/2025 Ameriprise Financial Inc.738,067$81.41M0.0%-7.6%0.426%
2/17/2025 Aptus Capital Advisors LLC2,166$238K0.0%-38.3%0.001%
2/17/2025 Apex Wealth Management LLC21,984$2.42M2.1%N/A0.013%
2/14/2025 Mercer Global Advisors Inc. ADV41,559$4.58M0.0%-12.3%0.024%
2/14/2025 Cypress Advisory Group LLC194,667$21.44M19.7%N/A0.112%
2/14/2025 Keel Point LLC7,569$833K0.1%-5.2%0.004%
2/14/2025 LGT Financial Advisors LLC684$75K0.2%-32.5%0.000%
2/14/2025 Jane Street Group LLC484,240$53.32M0.0%+310.3%0.280%
2/14/2025 Sulzberger Capital Advisors Inc.64,767$7.13M8.1%N/A0.037%
2/14/2025 Bison Wealth LLC19,444$2.14M0.5%-22.9%0.011%
2/14/2025 Wick Capital Partners LLC884,001$97.34M16.6%+6,232.4%0.511%
2/14/2025 Triumph Capital Management2,848$314K0.1%-20.9%0.002%
2/14/2025 Comerica Bank172,992$19.05M0.1%+22.2%0.100%
2/14/2025 Lido Advisors LLC3,211$354K0.0%-4.1%0.002%
2/14/2025 Tudor Investment Corp ET AL9,840$1.08M0.0%N/A0.006%
2/14/2025 Betterment LLC1,303,224$143.50M0.3%-6.8%0.753%
2/14/2025 Eight 31 Financial LLC355,909$39.19M29.4%N/A0.206%
2/14/2025 Arkos Global Advisors10,124$1.12M0.2%-25.3%0.006%
2/14/2025 Two Sigma Securities LLC26,848$2.96M0.4%+70.9%0.016%
2/14/2025 Integrated Wealth Concepts LLC92,067$10.14M0.1%-14.5%0.053%
2/14/2025 Banco Bilbao Vizcaya Argentaria S.A.1,275,550$141.67M1.5%-24.4%0.737%
2/14/2025 Coppell Advisory Solutions LLC24,386$2.69M0.4%-6.8%0.014%
2/14/2025 MGO One Seven LLC33,001$3.63M0.1%+3.5%0.019%
2/14/2025 Susquehanna International Group LLP33,921$3.74M0.0%-58.1%0.020%
2/14/2025 Hsbc Holdings PLC267,917$29.50M0.0%+56.4%0.155%
2/14/2025 Stifel Financial Corp570,367$62.80M0.1%-4.8%0.329%
2/14/2025 OneDigital Investment Advisors LLC26,386$2.91M0.0%-15.4%0.015%
2/14/2025 TD Waterhouse Canada Inc.7,987$879K0.0%+4.1%0.005%
2/14/2025 Transce3nd LLC238$26K0.0%N/A0.000%
2/14/2025 Trajan Wealth LLC156,778$17.26M1.0%-8.1%0.091%
2/14/2025 MML Investors Services LLC336,444$37.05M0.1%-10.5%0.194%
2/14/2025 Forum Financial Management LP31,184$3.43M0.1%+24.2%0.018%
2/14/2025 Concourse Financial Group Securities Inc.5,346$590K0.0%+1,295.8%0.003%
2/14/2025 Alexis Investment Partners LLC36,070$3.97M1.9%N/A0.021%
2/14/2025 Allred Capital Management LLC223,937$24.66M9.5%-5.2%0.129%
2/13/2025 Strategic Investment Solutions Inc. IL521$57K0.0%+249.7%0.000%
2/13/2025 Farringdon Capital Ltd.95,364$10.50M4.3%N/A0.055%
2/13/2025 Advisory Research Inc.52,088$5.74M1.0%+23.7%0.030%
2/13/2025 NewEdge Advisors LLC52,711$5.80M0.0%+69.2%0.030%
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2/13/2025 Insigneo Advisory Services LLC36,150$3.98M0.4%+3.6%0.021%
2/13/2025 Main Street Financial Solutions LLC62,428$6.87M0.7%+53.8%0.036%
2/13/2025 Acorns Advisers LLC421,184$46.38M0.4%+1.2%0.243%
2/13/2025 Regal Investment Advisors LLC10,684$1.18M0.1%-3.8%0.006%
2/13/2025 LaSalle St. Investment Advisors LLC369,703$40.71M12.6%-1.9%0.214%
2/13/2025 XTX Topco Ltd2,497$275K0.0%N/A0.001%
2/13/2025 CreativeOne Wealth LLC41,813$4.60M0.1%+5.1%0.024%
2/13/2025 Mariner LLC86,718$9.55M0.0%-7.5%0.050%
2/13/2025 TT Capital Management LLC3,847$424K0.3%N/A0.002%
2/13/2025 Hudson Portfolio Management LLC5,750$633K0.6%N/A0.003%
(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 765 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 279,501,505 shares in the last 24 months. This purchase volume represents approximately $56.45B in transactions.

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

Of the 534 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 85,832,622 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 3/26/2025 by MarketBeat.com Staff
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