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iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$109.97 +0.03 (+0.03%)
(As of 12/20/2024 05:40 PM ET)
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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)
447
Total
Institutional Inflows
(last 12 months)
$1.65B
Number of
Institutional Sellers
(last 12 months)
352
Total
Institutional Outflows
(last 12 months)
$1.82B
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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
12/19/2024 Independent Solutions Wealth Management LLC18,974$2.10M0.5%+112.8%0.011%
12/19/2024 Principal Financial Group Inc.9,390$1.04M0.0%-51.7%0.006%
12/13/2024 B. Riley Wealth Advisors Inc.66,901$7.40M0.2%-18.0%0.040%
12/2/2024 Beaird Harris Wealth Management LLC1,674$185K0.0%+580.5%0.001%
11/25/2024 Destination Wealth Management10,667$1.18M0.0%+0.9%0.006%
11/25/2024 World Investment Advisors LLC10,719$1.19M0.0%+4.7%0.006%
11/25/2024 Sanctuary Advisors LLC41,462$4.58M0.0%+7.1%0.025%
11/18/2024 Rehmann Capital Advisory Group12,150$1.34M0.1%+9.5%0.007%
11/18/2024 TD Private Client Wealth LLC82,778$9.16M0.3%+5.9%0.050%
11/18/2024 Virtue Capital Management LLC180,611$19.98M4.0%-4.0%0.109%
11/18/2024 Titan Managers LLC116,894$12.93M20.3%-0.7%0.070%
11/18/2024 Gould Capital LLC35,345$3.91M2.6%+3.1%0.021%
11/15/2024 Glass Jacobson Investment Advisors llc454$50K0.0%+55.5%0.000%
11/15/2024 MML Investors Services LLC375,900$41.59M0.2%-9.6%0.227%
11/15/2024 Legacy Investment Solutions LLC18,780$2.07M1.3%N/A0.011%
11/15/2024 Orion Portfolio Solutions LLC20,671$2.29M0.1%+33.6%0.012%
11/15/2024 National Bank of Canada FI17,361$1.92M0.0%-58.4%0.010%
11/15/2024 EP Wealth Advisors LLC8,947$990K0.0%+114.9%0.005%
11/15/2024 Jane Street Group LLC118,030$13.06M0.0%-67.2%0.071%
11/15/2024 Voya Financial Advisors Inc.5,867$649K0.1%+1.9%0.004%
11/15/2024 Weaver Consulting Group45,961$5.09M1.6%-6.5%0.028%
11/15/2024 Stifel Financial Corp599,055$66.27M0.1%+5.2%0.361%
11/15/2024 Quadrature Capital Ltd8,752$968K0.0%+55.3%0.005%
11/15/2024 Quantinno Capital Management LP2,802$310K0.0%+12.0%0.002%
11/15/2024 IHT Wealth Management LLC2,163$239K0.0%-11.2%0.001%
11/15/2024 Integrated Wealth Concepts LLC107,659$11.91M0.1%-14.9%0.065%
11/15/2024 HighTower Advisors LLC139,555$15.45M0.0%+0.4%0.084%
11/15/2024 Hilltop Holdings Inc.3,183$352K0.0%+44.9%0.002%
11/15/2024 Ascent Group LLC14,995$1.66M0.1%-5.9%0.009%
11/14/2024 Cobblestone Capital Advisors LLC NY3,248$359K0.0%N/A0.002%
11/14/2024 Flow Traders U.S. LLC128,358$14.20M0.7%N/A0.077%
11/14/2024 Arete Wealth Advisors LLC84,940$9.40M0.8%-18.2%0.051%
11/14/2024 Captrust Financial Advisors14,923$1.65M0.0%-6.2%0.009%
11/14/2024 Rockefeller Capital Management L.P.366,381$40.53M0.1%+0.8%0.221%
11/14/2024 CreativeOne Wealth LLC39,766$4.40M0.1%N/A0.024%
11/13/2024 Cynosure Group LLC560,749$62.04M8.9%+3.2%0.338%
11/13/2024 Townsquare Capital LLC389,870$43.13M0.5%+27.5%0.235%
11/13/2024 BNP Paribas Financial Markets137,593$15.22M0.0%-49.7%0.083%
11/13/2024 Avestar Capital LLC3,729$413K0.0%-2.5%0.002%
11/13/2024 FMR LLC2,069,990$229.00M0.0%+337.6%1.248%
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11/13/2024 The Manufacturers Life Insurance Company126,443$13.99M0.0%+8.8%0.076%
11/13/2024 Bank of Montreal Can44,790$4.96M0.0%+6.2%0.027%
11/13/2024 Boston Family Office LLC4,458$493K0.0%+91.5%0.003%
11/13/2024 Pacific Financial Group Inc.2,187$242K0.2%-5.9%0.001%
11/13/2024 Estate Counselors LLC10,416$1.15M0.1%-27.9%0.006%
11/12/2024 Centaurus Financial Inc.6,530$722K0.0%-5.8%0.004%
11/12/2024 Mader & Shannon Wealth Management Inc.188,671$20.87M12.1%-33.2%0.114%
11/12/2024 Cerity Partners LLC475,301$52.58M0.1%-0.7%0.287%
11/12/2024 Optivise Advisory Services LLC20,547$2.27M1.2%N/A0.012%
11/12/2024 Great Valley Advisor Group Inc.22,208$2.46M0.1%-35.5%0.013%
11/12/2024 Leelyn Smith LLC4,138$458K0.1%+5.8%0.002%
11/12/2024 Nwam LLC1,973$218K0.0%N/A0.001%
11/12/2024 Meridian Wealth Management LLC40,406$4.47M0.2%N/A0.024%
11/12/2024 GM Advisory Group LLC436,476$48.29M2.9%+4.4%0.263%
11/12/2024 Allen Capital Group LLC9,536$1.06M0.1%-61.3%0.006%
11/12/2024 Citigroup Inc.59,850$6.62M0.0%-20.6%0.036%
11/12/2024 49 Wealth Management LLC23,048$2.55M0.4%-54.7%0.014%
11/12/2024 Charles Schwab Investment Management Inc.13,975$1.55M0.0%-3.7%0.008%
11/12/2024 Banco Santander S.A.227,213$25.14M0.3%-32.7%0.137%
11/12/2024 Smithfield Trust Co151,019$16.71M0.8%-1.3%0.091%
11/9/2024 LPL Financial LLC1,787,257$197.72M0.1%+0.1%1.078%
11/8/2024 Moors & Cabot Inc.2,278$252K0.0%-11.9%0.001%
11/8/2024 First Horizon Advisors Inc.18,926$2.09M0.1%-55.1%0.011%
11/8/2024 Commerce Bank2,052$227K0.0%N/A0.001%
11/8/2024 Strategy Asset Managers LLC17,348$1.92M0.4%+40.9%0.010%
11/8/2024 Avior Wealth Management LLC1,350$149K0.0%-15.4%0.001%
11/8/2024 Summit Wealth Group LLC2,384$264K0.1%-19.5%0.001%
11/8/2024 Prospera Financial Services Inc21,921$2.43M0.1%+96.7%0.013%
11/7/2024 Whalen Wealth Management Inc.48,398$5.35M3.8%+9.5%0.029%
11/7/2024 Fortis Advisors LLC7,736$856K0.6%+1.3%0.005%
11/7/2024 Baron Wealth Management LLC3,953$437K0.2%+21.8%0.002%
11/7/2024 MidAtlantic Capital Management Inc.433$48K0.0%N/A0.000%
11/7/2024 Napa Wealth Management7,072$782K0.4%-69.5%0.004%
11/7/2024 Cassaday & Co Wealth Management LLC2,396$265K0.0%+6.5%0.001%
11/7/2024 Drive Wealth Management LLC75,805$8.39M2.2%+26.6%0.046%
11/7/2024 J. W. Coons Advisors LLC13,675$1.51M0.4%+33.9%0.008%
11/7/2024 AMG National Trust Bank44,247$4.90M0.1%-40.2%0.027%
11/7/2024 Adaptive Financial Consulting LLC62,621$6.93M2.8%-0.7%0.038%
11/7/2024 Thrivent Financial for Lutherans5,906$654K0.0%+39.1%0.004%
11/7/2024 Sugar Maple Asset Management LLC2,784$308K0.3%-9.8%0.002%
11/7/2024 Concord Asset Management LLC VA164,994$18.25M4.1%+8.6%0.100%
11/6/2024 RIA Advisory Group LLC12,817$1.42M0.5%N/A0.008%
11/6/2024 Archer Investment Corp7,182$795K0.2%+6.0%0.004%
11/6/2024 Birchcreek Wealth Management LLC43,692$4.83M3.2%-63.1%0.026%
11/6/2024 Black Diamond Financial LLC5,270$583K0.1%+18.8%0.003%
11/6/2024 OneDigital Investment Advisors LLC31,186$3.45M0.0%-69.3%0.019%
11/6/2024 Main Street Financial Solutions LLC40,591$4.49M0.4%+16.2%0.024%
11/6/2024 Schrum Private Wealth Management LLC5,304$587K0.3%+89.2%0.003%
11/6/2024 Oppenheimer & Co. Inc.282,074$31.21M0.5%+10.2%0.170%
11/6/2024 Pinnacle Financial Partners Inc27,433$3.04M0.1%-5.3%0.017%
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11/5/2024 Carlton Hofferkamp & Jenks Wealth Management LLC44,773$4.93M1.6%-1.2%0.027%
11/5/2024 Paulson Wealth Management Inc.86,254$9.54M2.6%-5.2%0.052%
11/5/2024 First Heartland Consultants Inc.12,175$1.35M0.1%N/A0.007%
11/5/2024 Prime Capital Investment Advisors LLC4,953$548K0.0%-32.5%0.003%
11/5/2024 Ashton Thomas Private Wealth LLC11,503$1.27M0.1%+6.5%0.007%
11/5/2024 Mascoma Wealth Management LLC184,708$20.43M5.1%+7.3%0.111%
11/5/2024 Investment Management Associates Inc. ADV21,187$2.34M0.9%+71.4%0.013%
11/5/2024 Fountainhead AM LLC28,092$3.11M0.7%-2.3%0.017%
11/4/2024 Core Wealth Partners LLC22,361$2.47M1.5%-11.9%0.013%
11/4/2024 TRU Independence Asset Management 2 LLC58,966$6.52M5.5%N/A0.036%
(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, 820 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), Bank of America Corp DE ($442.14M), Wells Fargo & Company MN ($419.92M), Banco Bilbao Vizcaya Argentaria S.A. ($292.06M), Betterment LLC ($279.15M), and UBS Group AG ($246.20M).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 719 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. ($29.12M), Charles Schwab Investment Management Inc. ($3.32M), Anchor Capital Advisors LLC ($2.01M), Cerity Partners LLC ($1.79M), FMR LLC ($1.60M), and Wells Fargo & Company MN ($1.18M).

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

Institutional investors have bought a total of 274,990,459 shares in the last 24 months. This purchase volume represents approximately $57.51B in transactions.

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

Of the 513 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. ($29.48M), Exchange Traded Concepts LLC ($14.32M), Freestone Capital Holdings LLC ($5.10M), Envestnet Asset Management Inc. ($4.58M), SVB Wealth LLC ($3.18M), Grimes & Company Inc. ($3.12M), and Assetmark Inc. ($2.60M).

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

Institutional investors have sold a total of 97,591,607 shares in the last 24 months. This volume of shares sold represents approximately $14.81B in transactions.


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This page (NASDAQ:SHV) was last updated on 12/21/2024 by MarketBeat.com Staff
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