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iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$110.23 +0.02 (+0.02%)
As of 10/9/2025 04:00 PM Eastern
Compare

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)
569
Total
Institutional Inflows
(last 12 months)
$4.36B
Number of
Institutional Sellers
(last 12 months)
434
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
10/9/2025AdvisorNet Financial Inc147,286$16.27M0.9%+7.8%0.079%
10/9/2025Central Bank & Trust Co.15,308$1.69M0.3%-22.9%0.008%
10/9/2025U.S. Capital Wealth Advisors LLC56,183$6.21M0.2%+17.5%0.030%
10/9/2025Voya Financial Advisors Inc.8,969$991K0.1%+31.4%0.005%
10/9/2025Dynamic Advisor Solutions LLC7,943$878K0.0%-34.3%0.004%
10/9/2025Fermata Advisors LLC19,240$2.13M0.5%-2.3%0.010%
10/9/2025Whalen Wealth Management Inc.123,777$13.68M8.0%+19.3%0.066%
10/9/2025Pacifica 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%
8/15/2025Voya 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%
8/14/2025Cerity Partners LLC534,256$58.99M0.1%+0.0%0.283%
8/14/2025Daner Wealth Management LLC2,100$231K0.2%N/A0.001%
8/13/2025Shepherd Financial Partners LLC19,742$2.18M0.2%-3.1%0.010%
8/13/2025StoneX Group Inc.35,268$3.89M0.2%+21.7%0.019%
8/13/2025Seaview Investment Managers LLC2,930$324K0.1%N/A0.002%
8/13/2025Flow Traders U.S. LLC156,982$17.33M0.6%-3.7%0.083%
8/13/2025Brown Advisory Inc.15,054$1.66M0.0%-7.7%0.008%
8/13/2025Baird Financial Group Inc.17,558$1.94M0.0%+59.3%0.009%
8/13/2025Crescent Grove Advisors LLC182,560$20.16M2.0%-27.0%0.097%
8/13/2025Luminist Capital LLC42,028$4.63M4.6%+7.4%0.022%
8/13/2025Trek Financial LLC2,901$320K0.0%N/A0.002%
8/13/2025Acorns Advisers LLC449,639$49.65M0.4%+0.6%0.238%
8/13/2025Benedict Financial Advisors Inc.10,526$1.16M0.3%+11.1%0.006%
8/13/2025Pinkerton Wealth LLC2,303$254K0.0%-61.1%0.001%
8/13/2025Boston Family Office LLC8,116$896K0.1%-31.4%0.004%
8/13/2025Trustmark Bank Trust Department9,528$1.05M0.1%-9.7%0.005%
8/13/2025Lido Advisors LLC30,502$3.37M0.0%+666.8%0.016%
8/13/2025Rinkey Investments5,985$661K0.2%N/A0.003%
8/13/2025Quadrature Capital Ltd286,440$31.63M0.5%N/A0.152%
8/13/2025Virtue Capital Management LLC18,224$2.01M0.4%-44.3%0.010%
8/13/2025Scotia Capital Inc.69,140$7.63M0.0%+49.6%0.037%
8/13/2025Level Four Advisory Services LLC4,269$471K0.0%+32.2%0.002%
8/13/2025Hsbc Holdings PLC392,472$43.34M0.0%-20.7%0.208%
8/13/2025Northwestern Mutual Wealth Management Co.620,211$68.48M0.0%+8.5%0.328%
(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, 903 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 788 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 39,561,453 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 25,650,836 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 10/10/2025 by MarketBeat.com Staff
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