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iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$110.06 -0.36 (-0.33%)
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)
543
Total
Institutional Inflows
(last 12 months)
$4.05B
Number of
Institutional Sellers
(last 12 months)
413
Total
Institutional Outflows
(last 12 months)
$2.55B
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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
7/1/2025Private Client Services LLC10,885$1.20M0.5%+359.5%0.005%
5/29/2025Plum Street Advisors LLC8,612$951K0.5%-28.0%0.004%
5/28/2025Intrua Financial LLC2,220$245K0.0%N/A0.001%
5/27/2025Jacobi Capital Management LLC7,073$781K0.1%-2.7%0.003%
5/20/2025Acorns Advisers LLC446,762$49.35M0.5%+6.1%0.235%
5/20/2025Belpointe Asset Management LLC4,712$520K0.0%N/A0.002%
5/20/2025Focus Partners Wealth205,469$22.70M0.1%+2.4%0.108%
5/20/2025Integrity Alliance LLC.3,063$338K0.0%N/A0.002%
5/19/2025Jane Street Group LLC410,942$45.39M0.0%-15.1%0.217%
5/19/2025Advisory Alpha LLC19,206$2.12M0.1%+11.4%0.010%
5/19/2025Legacy Advisory Services LLC235,605$26.03M22.0%N/A0.124%
5/16/2025Prostatis Group LLC2,524$279K0.1%N/A0.001%
5/16/2025Ascent Group LLC23,444$2.59M0.1%+37.8%0.011%
5/16/2025Coppell Advisory Solutions LLC1,724$205K0.0%-92.9%0.001%
5/16/2025Arete Wealth Advisors LLC89,527$9.89M0.7%+72.6%0.043%
5/16/2025Ashton Thomas Private Wealth LLC16,068$1.78M0.1%-23.9%0.008%
5/16/2025Goldman Sachs Group Inc.274,618$30.33M0.0%-7.1%0.131%
5/16/2025Jones Financial Companies Lllp5,826$644K0.0%-71.0%0.003%
5/16/2025Legacy Wealth Managment LLC ID8,827$975K0.7%-18.6%0.004%
5/16/2025NewEdge Advisors LLC92,891$10.26M0.1%+76.2%0.044%
5/16/2025Millennium Management LLC565,089$62.42M0.0%+42.9%0.269%
5/16/2025Integrated Wealth Concepts LLC91,637$10.12M0.1%-0.5%0.044%
5/16/2025Eight 31 Financial LLC27,259$3.01M1.9%-92.3%0.013%
5/16/2025Alexis Investment Partners LLC34,980$3.86M1.8%-3.0%0.017%
5/16/2025Algorithmic Investment Models LLC2,663$294K0.2%N/A0.001%
5/16/2025Aprio Wealth Management LLC2,907$321K0.0%+8.0%0.001%
5/15/2025Federation des caisses Desjardins du Quebec15,299$1.69M0.0%-97.1%0.007%
5/15/2025EP Wealth Advisors LLC3,408$376K0.0%-15.3%0.002%
5/15/2025Core Wealth Advisors Inc.8,146$900K0.3%+3.5%0.004%
5/15/2025Focus Partners Advisor Solutions LLC21,624$2.39M0.0%-8.3%0.010%
5/15/2025Royal Bank of Canada1,005,848$111.11M0.0%-1.2%0.478%
5/15/2025Betterment LLC1,118,795$123.58M0.3%-14.2%0.532%
5/15/2025MAI Capital Management49,003$5.41M0.0%+33.4%0.023%
5/15/2025Calton & Associates Inc.2,152$238K0.1%N/A0.001%
5/15/2025Insight Wealth Partners LLC7,354$812K0.1%N/A0.003%
5/15/2025Baird Financial Group Inc.11,025$1.22M0.0%-33.6%0.005%
5/15/2025OLD Mission Capital LLC49,322$5.45M0.1%N/A0.023%
5/15/2025Vident Advisory LLC47,823$5.28M0.1%+18.7%0.023%
5/15/2025Tortoise Investment Management LLC6,895$762K0.1%-9.5%0.003%
5/14/2025Wealth Preservation Advisors LLC1,643$181K0.1%N/A0.001%
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5/14/2025Delta Investment Management LLC187,605$20.72M4.2%-6.2%0.089%
5/14/2025CreativeOne Wealth LLC38,340$4.24M0.1%-8.3%0.018%
5/14/2025Jane Street Group LLC410,942$45.39M0.0%-15.1%0.195%
5/14/2025Luminist Capital LLC39,125$4.31M4.6%+37.6%0.019%
5/14/2025Comerica Bank138,231$15.27M0.1%-20.1%0.066%
5/14/2025Freedom Investment Management Inc.3,441$380K0.0%N/A0.002%
5/14/2025Northwestern Mutual Wealth Management Co.571,849$63.17M0.1%-61.5%0.272%
5/14/2025Heritage Wealth Partners LLC9,342$1.03M1.6%-1.4%0.004%
5/14/2025Van Hulzen Asset Management LLC2,214$245K0.0%+79.4%0.001%
5/14/2025Cunning Capital Partners LP14,000$1.55M1.0%+24.4%0.007%
5/14/2025Kestra Advisory Services LLC62,408$6.89M0.0%-3.5%0.030%
5/14/2025Chicago Wealth Management Inc.92,421$10.21M5.3%N/A0.044%
5/14/2025Compound Planning Inc.19,215$2.12M0.1%+3.2%0.009%
5/14/2025Gould Capital LLC34,719$3.84M2.7%-5.3%0.017%
5/14/2025Ameriprise Financial Inc.777,566$85.93M0.0%+5.4%0.370%
5/14/2025Capital Wealth Alliance LLC60,788$6.72M4.0%-3.4%0.029%
5/14/2025Summit Financial LLC586,507$64.79M1.8%N/A0.279%
5/14/2025Estate Counselors LLC348,115$38.45M4.0%+3,242.1%0.165%
5/14/2025Flow Traders U.S. LLC162,997$18.01M0.8%+180.0%0.077%
5/14/2025Partners Capital Investment Group LLP120,599$13.32M0.2%+139.1%0.057%
5/14/2025TFB Advisors LLC2,539$280K0.1%N/A0.001%
5/14/2025GM Advisory Group LLC474,887$52.46M2.8%-3.3%0.226%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.1,518,005$168.12M1.7%+19.0%0.722%
5/14/2025Crabel Capital Management LLC3,570$394K0.4%N/A0.002%
5/14/2025Sumitomo Mitsui Financial Group Inc.97,709$10.79M0.2%+19.2%0.046%
5/14/2025Hsbc Holdings PLC494,667$54.64M0.0%+84.6%0.235%
5/14/2025Lee Financial Co179,394$19.82M3.0%-19.0%0.085%
5/13/2025Watts Gwilliam & Co. LLC7,931$876K0.2%+133.0%0.004%
5/13/2025Global View Capital Management LLC8,186$904K0.3%-12.3%0.004%
5/13/2025Freestone Capital Holdings LLC4,903$542K0.0%+43.3%0.002%
5/13/2025Steward Partners Investment Advisory LLC251,422$27.77M0.2%+48.0%0.120%
5/13/2025Raymond James Financial Inc.1,416,054$156.42M0.1%+26.1%0.673%
5/13/2025Forvis Mazars Wealth Advisors LLC10,308$1.14M0.0%-4.3%0.005%
5/13/2025Boston Family Office LLC11,825$1.31M0.1%+36.3%0.006%
5/13/2025American Investment Services Inc.71,507$7.90M1.4%+72.6%0.034%
5/13/2025Finley Financial LLC7,385$816K0.5%-24.1%0.004%
5/13/2025Kovitz Investment Group Partners LLC4,348$480K0.0%+3.5%0.002%
5/13/2025Heck Capital Advisors LLC109,904$12.14M1.4%+64.0%0.052%
5/13/2025NFP Retirement Inc.857,426$94.71M7.5%-28.0%0.408%
5/13/2025Rock Creek Group LP53,006$5.85M0.7%+100.0%0.025%
5/13/2025Callan Family Office LLC9,841$1.09M0.1%-25.6%0.005%
5/13/2025Bulltick Wealth Management LLC389,853$43.06M11.4%-54.9%0.185%
5/13/2025Stone House Investment Management LLC616$68K0.0%N/A0.000%
5/13/2025HighTower Advisors LLC397,472$43.91M0.1%+74.9%0.189%
5/13/2025Trajan Wealth LLC115,120$12.72M0.7%-26.6%0.055%
5/13/2025Elevation Capital Advisory LLC51,496$5.69M2.5%N/A0.024%
5/13/2025Core Wealth Partners LLC24,561$2.71M1.6%+8.3%0.012%
5/12/2025Eagle Global Advisors LLC10,869$1.20M0.0%-40.7%0.005%
5/12/2025Financial Engines Advisors L.L.C.147,015$16.24M0.0%-4.2%0.070%
5/12/2025Blueprint Financial Advisors LLC63,955$7.06M3.8%N/A0.030%
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5/12/2025Meridian Wealth Management LLC78,711$8.69M0.4%-5.3%0.037%
5/12/2025Paulson Wealth Management Inc.93,675$10.35M2.9%+2.6%0.045%
5/12/2025SouthState Corp9,722$1.07M0.0%+23,047.6%0.005%
5/12/2025Virtus Family Office LLC6,727$743K1.0%-86.1%0.003%
5/12/2025Astor Investment Management LLC21,783$2.41M1.3%-6.6%0.010%
5/12/2025Blueprint Investment Partners LLC82,972$9.17M1.7%-53.9%0.039%
5/12/2025White Lighthouse Investment Management Inc.287,038$31.71M5.7%+12.7%0.136%
5/12/2025AFT Forsyth & Company Inc.5,445$601K0.3%N/A0.003%
5/12/2025JPMorgan Chase & Co.1,831,952$202.36M0.0%+4.7%0.871%
5/12/2025Zions Bancorporation National Association UT793$88K0.0%N/A0.000%
(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, 894 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 769 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), Raymond James Financial Inc. ($1.42M), Marks Wealth LLC ($1.41M), and Wealthfront Advisers LLC ($1.40M).

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

Institutional investors have bought a total of 36,693,484 shares in the last 24 months. This purchase volume represents approximately $4.05B in transactions.

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

Of the 413 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), Northwestern Mutual Wealth Management Co. ($914.27K), Ausdal Financial Partners Inc. ($594.18K), Federation des caisses Desjardins du Quebec ($514.76K), Bulltick Wealth Management LLC ($473.78K), and Bank of America Corp DE ($472.04K).

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

Institutional investors have sold a total of 23,080,423 shares in the last 24 months. This volume of shares sold represents approximately $2.55B in transactions.


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This page (NASDAQ:SHV) was last updated on 7/1/2025 by MarketBeat.com Staff
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