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iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$110.29 -0.01 (-0.01%)
As of 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)
566
Total
Institutional Inflows
(last 12 months)
$4.36B
Number of
Institutional Sellers
(last 12 months)
435
Total
Institutional Outflows
(last 12 months)
$2.83B
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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
10/15/2025Financial Management Professionals Inc.17,221$1.90M0.2%+1.5%0.009%
10/15/2025CWM LLC66,810$7.38M0.0%-10.1%0.036%
10/15/2025Patriot Investment Management Group Inc.3,086$341K0.0%-4.4%0.002%
10/15/2025Paragon Capital Management Inc.101,616$11.23M8.4%-2.7%0.054%
10/15/2025Milestone Asset Management LLC29,386$3.25M0.6%+4.0%0.016%
10/15/2025Pure Portfolios Holdings LLC11,244$1.24M0.4%+1.0%0.006%
10/15/2025Brookstone Capital Management9,276$1.03M0.0%-5.2%0.005%
10/15/2025Private Trust Co. NA14,575$1.61M0.1%+8.7%0.008%
10/15/2025Vontobel Holding Ltd.8,000$884K0.0%-5.4%0.004%
10/15/2025Net Worth Advisory Group32,701$3.61M1.0%-14.9%0.017%
10/14/2025 Able Wealth Management LLC215,266$23.79M8.9%+1.7%0.115%
10/14/2025 Highline Wealth Partners LLC515$57K0.0%+355.8%0.000%
10/14/2025 OLD National Bancorp IN45,912$5.07M0.1%-58.8%0.025%
10/14/2025 Farther Finance Advisors LLC156,256$17.27M0.3%+1.3%0.083%
10/14/2025 Patton Fund Management Inc.33,573$3.71M0.7%+0.7%0.018%
10/14/2025 Private Client Services LLC3,721$411K0.1%-65.8%0.002%
10/14/2025 Perennial Advisors LLC12,158$1.34M0.2%+2.8%0.006%
10/14/2025 Stableford Capital II LLC78,429$8.67M3.1%-14.2%0.042%
10/14/2025 Foster Group Inc.6,380$705K0.0%+16.0%0.003%
10/14/2025 Lake Hills Wealth Management LLC4,822$533K0.3%-19.7%0.003%
10/14/2025 Hixon Zuercher LLC47,515$5.25M1.6%+8.5%0.025%
10/10/2025 Spinnaker Investment Group LLC8,847$977K0.2%-17.3%0.005%
10/10/2025 Fairvoy Private Wealth LLC136,295$15.06M3.4%-6.0%0.073%
10/10/2025 Signal Advisors Wealth LLC7,870$870K0.1%+40.3%0.004%
10/9/2025 AdvisorNet Financial Inc147,286$16.27M0.9%+7.8%0.079%
10/9/2025 Central Bank & Trust Co.15,308$1.69M0.3%-22.9%0.008%
10/9/2025 U.S. Capital Wealth Advisors LLC56,183$6.21M0.2%+17.5%0.030%
10/9/2025 Voya Financial Advisors Inc.8,969$991K0.1%+31.4%0.005%
10/9/2025 Dynamic Advisor Solutions LLC7,943$878K0.0%-34.3%0.004%
10/9/2025 Fermata Advisors LLC19,240$2.13M0.5%-2.3%0.010%
10/9/2025 Whalen Wealth Management Inc.123,777$13.68M8.0%+19.3%0.066%
10/9/2025 Pacifica Partners Inc.54,185$5.97M2.1%+35.3%0.029%
10/8/2025 Armstrong Advisory Group Inc.6,245$690K0.0%+40.3%0.003%
10/8/2025 Fiduciary Alliance LLC30,705$3.39M0.2%+5.7%0.016%
10/8/2025 RDA Financial Network3,778$417K0.1%-22.1%0.002%
10/8/2025 Kwmg LLC123,940$13.69M1.2%+14.3%0.066%
10/8/2025 Balefire LLC11,366$1.26M0.3%-26.1%0.006%
10/7/2025 Montecito Bank & Trust4,310$476K0.1%N/A0.002%
10/7/2025 Walker Financial Services Inc.31,935$3.53M1.4%+26.5%0.017%
10/7/2025 Salem Investment Counselors Inc.3,075$340K0.0%-4.4%0.002%
10/7/2025 Union Bancaire Privee UBP SA2,360$261K0.0%N/A0.001%
10/6/2025 ARS Wealth Advisors Group LLC7,821$864K0.1%-55.2%0.004%
10/6/2025 Baring Financial LLC41,261$4.56M3.1%+6.6%0.022%
10/3/2025 KFA Private Wealth Group LLC103,371$11.42M3.3%+5.7%0.055%
10/2/2025 Capital Asset Advisory Services LLC4,606$509K0.0%-45.6%0.002%
9/29/2025Vestwell Advisors LLC6,132$677K0.3%N/A0.003%
9/26/2025Corient Private Wealth LLC13,926$1.54M0.0%-84.8%0.007%
9/22/2025GatePass Capital LLC95,935$10.59M7.0%-4.2%0.051%
9/19/2025Watts Gwilliam & Co. LLC7,018$775K0.1%-11.5%0.004%
9/11/2025Silicon Valley Capital Partners114,889$12.69M1.3%N/A0.061%
9/9/2025NWF Advisory Services Inc.3,868$427K0.1%N/A0.002%
9/4/2025Osaic Holdings Inc.323,101$35.68M0.1%+27.4%0.171%
8/29/2025Centaurus Financial Inc.8,712$962K0.1%+60.1%0.005%
8/27/2025Orion Porfolio Solutions LLC47,634$5.26M0.0%+31.3%0.025%
8/20/2025Coppell Advisory Solutions LLC25,133$2.78M0.3%+1,357.8%0.013%
8/19/2025B. Riley Wealth Advisors Inc.6,730$743K0.0%N/A0.004%
8/19/2025Advisory Services Network LLC289,879$32.01M0.5%-12.5%0.153%
8/19/2025Asset Dedication LLC696$77K0.0%+596.0%0.000%
8/18/2025Geneos Wealth Management Inc.1,249$138K0.0%+38.6%0.001%
8/18/2025Hershey Financial Advisers LLC34,913$3.86M3.5%N/A0.018%
8/18/2025Cunning Capital Partners LP10,000$1.10M0.6%-28.6%0.005%
8/18/2025Pacific Center for Financial Services1,875$207K0.1%+215.1%0.001%
8/15/2025Tower Research Capital LLC TRC 38,759$4.28M0.1%+222.7%0.021%
8/15/2025First Heartland Consultants Inc.30,180$3.33M0.3%+31.2%0.016%
8/15/2025Global View Capital Management LLC7,056$779K0.2%-13.8%0.004%
8/15/2025Semmax Financial Advisors Inc.914$101K0.0%-34.1%0.000%
8/15/2025Rakuten Securities Inc.1,860$205K0.1%+5,214.3%0.001%
8/15/2025Corient Private Wealth LLC13,926$1.54M0.0%-84.8%0.007%
8/15/2025Equitable Holdings Inc.27,045$2.99M0.0%+24.6%0.014%
8/15/2025Captrust Financial Advisors4,884$539K0.0%+81.6%0.003%
8/15/2025Vident Advisory LLC75,070$8.29M0.1%+57.0%0.040%
8/15/2025 Voya Financial Advisors Inc.6,826$754K0.1%+63.5%0.004%
8/15/2025Two Sigma Securities LLC2,802$309K0.0%-89.6%0.001%
8/15/2025Snowden Capital Advisors LLC22,648$2.50M0.1%+6.2%0.012%
8/15/2025Orion Porfolio Solutions LLC38,871$4.29M0.0%+7.2%0.021%
8/15/2025MML Investors Services LLC344,915$38.09M0.1%+8.7%0.182%
8/15/2025Modern Wealth Management LLC236,188$26.08M0.7%N/A0.125%
8/15/2025HRT Financial LP93,238$10.30M0.0%N/A0.049%
8/15/2025Great Valley Advisor Group Inc.23,729$2.62M0.1%+11.7%0.013%
8/15/2025Gallagher Fiduciary Advisors LLC469,255$51.82M0.1%+10,459.3%0.248%
8/15/2025Garden State Investment Advisory Services LLC4,852$536K0.1%N/A0.003%
8/15/2025EP Wealth Advisors LLC5,605$619K0.0%+64.5%0.003%
8/15/2025Engineers Gate Manager LP15,440$1.71M0.0%+13.4%0.008%
8/15/2025BNP Paribas Financial Markets149,104$16.46M0.0%+28.3%0.079%
8/15/2025Bank of America Corp DE3,172,414$350.30M0.0%+22.3%1.679%
8/15/2025AFT Forsyth & Company Inc.18,754$2.07M1.1%+244.4%0.010%
8/15/2025Ameriprise Financial Inc.589,454$65.08M0.0%-24.2%0.312%
8/14/2025Gould Capital LLC34,590$3.82M2.6%-0.4%0.018%
8/14/2025Camarda Financial Advisors LLC40,071$4.43M1.7%+4.2%0.021%
8/14/2025Jane Street Group LLC277,471$30.64M0.0%-32.5%0.147%
8/14/2025Ausdal Financial Partners Inc.711,846$78.60M5.2%-24.8%0.377%
8/14/2025Raymond James Financial Inc.1,576,192$174.04M0.1%+11.3%0.834%
8/14/2025Chicago Wealth Management Inc.85,371$9.43M4.5%-7.6%0.045%
8/14/2025Betterment LLC865,310$95.55M0.2%-22.7%0.458%
8/14/2025Karpus Management Inc.6,000$663K0.0%-4.0%0.003%
8/14/2025Main Street Financial Solutions LLC70,342$7.77M0.6%-6.8%0.037%
8/14/2025NewEdge Advisors LLC126,286$13.94M0.1%+36.0%0.067%
8/14/2025SVB Wealth LLC16,817$1.86M0.1%N/A0.009%
8/14/2025Bank of Nova Scotia381,309$42.12M0.1%-4.2%0.202%
8/14/2025Cary Street Partners Financial LLC35,963$3.97M0.1%+5.7%0.019%
(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, 899 institutional investors and hedge funds held shares of iShares Short Treasury Bond ETF. The most heavily invested institutionals were Morgan Stanley ($833.45M), FMR LLC ($574.50M), Wells Fargo & Company MN ($424.02M), Bank of America Corp DE ($350.30M), UBS Group AG ($246.20M), LPL Financial LLC ($234.85M), and Wealthfront Advisers LLC ($196.85M).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 782 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), Wealthfront Advisers LLC ($1.65M), Anchor Capital Advisors LLC ($1.64M), Raymond James Financial Inc. ($1.58M), 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 39,556,607 shares in the last 24 months. This purchase volume represents approximately $4.36B in transactions.

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

Of the 434 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. ($7.44M), Bank of Nova Scotia ($1.51M), Marks Wealth LLC ($929.28K), Northwestern Mutual Wealth Management Co. ($913.66K), Ausdal Financial Partners Inc. ($814.85K), Betterment LLC ($533.18K), and Jane Street Group LLC ($522.08K).

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

Institutional investors have sold a total of 25,626,248 shares in the last 24 months. This volume of shares sold represents approximately $2.83B in transactions.


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This page (NASDAQ:SHV) was last updated on 10/15/2025 by MarketBeat.com Staff
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