Free Trial
→ Washington Is Broke—and Eyeing Your Savings Next (From Priority Gold) (Ad) Buy SHV Stock  Free SHV Stock Alerts

iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$110.31 +0.01 (+0.01%)
As of 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)
544
Total
Institutional Inflows
(last 12 months)
$4.10B
Number of
Institutional Sellers
(last 12 months)
413
Total
Institutional Outflows
(last 12 months)
$2.55B
Get SHV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Short Treasury Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SHV Institutional Buying and Selling by Quarter

iShares Short Treasury Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/20/2025 Focus Partners Wealth205,469$22.70M0.1%+2.4%0.108%
5/20/2025Integrity Alliance LLC.3,063$338K0.0%N/A0.002%
5/19/2025 Jane Street Group LLC410,942$45.39M0.0%-15.1%0.217%
5/19/2025 Advisory Alpha LLC19,206$2.12M0.1%+11.4%0.010%
5/19/2025 Legacy Advisory Services LLC235,605$26.03M22.0%N/A0.124%
5/16/2025 Prostatis Group LLC2,524$279K0.1%N/A0.001%
5/16/2025 Ascent Group LLC23,444$2.59M0.1%+37.8%0.011%
5/16/2025 Coppell Advisory Solutions LLC1,724$205K0.0%-92.9%0.001%
5/16/2025 Arete Wealth Advisors LLC89,527$9.89M0.7%+72.6%0.043%
5/16/2025 Ashton Thomas Private Wealth LLC16,068$1.78M0.1%-23.9%0.008%
5/16/2025 Goldman Sachs Group Inc.274,618$30.33M0.0%-7.1%0.131%
5/16/2025 Jones Financial Companies Lllp5,826$644K0.0%-71.0%0.003%
5/16/2025 Legacy Wealth Managment LLC ID8,827$975K0.7%-18.6%0.004%
5/16/2025 NewEdge Advisors LLC92,891$10.26M0.1%+76.2%0.044%
5/16/2025 Millennium Management LLC565,089$62.42M0.0%+42.9%0.269%
5/16/2025 Integrated Wealth Concepts LLC91,637$10.12M0.1%-0.5%0.044%
5/16/2025 Eight 31 Financial LLC27,259$3.01M1.9%-92.3%0.013%
5/16/2025 Alexis Investment Partners LLC34,980$3.86M1.8%-3.0%0.017%
5/16/2025 Algorithmic Investment Models LLC2,663$294K0.2%N/A0.001%
5/16/2025 Aprio Wealth Management LLC2,907$321K0.0%+8.0%0.001%
5/15/2025 Federation des caisses Desjardins du Quebec15,299$1.69M0.0%-97.1%0.007%
5/15/2025 EP Wealth Advisors LLC3,408$376K0.0%-15.3%0.002%
5/15/2025 Core Wealth Advisors Inc.8,146$900K0.3%+3.5%0.004%
5/15/2025 Focus Partners Advisor Solutions LLC21,624$2.39M0.0%-8.3%0.010%
5/15/2025 Royal Bank of Canada1,005,848$111.11M0.0%-1.2%0.478%
5/15/2025 Betterment LLC1,118,795$123.58M0.3%-14.2%0.532%
5/15/2025 MAI Capital Management49,003$5.41M0.0%+33.4%0.023%
5/15/2025 Calton & Associates Inc.2,152$238K0.1%N/A0.001%
5/15/2025 Insight Wealth Partners LLC7,354$812K0.1%N/A0.003%
5/15/2025 Baird Financial Group Inc.11,025$1.22M0.0%-33.6%0.005%
5/15/2025 OLD Mission Capital LLC49,322$5.45M0.1%N/A0.023%
5/15/2025 Vident Advisory LLC47,823$5.28M0.1%+18.7%0.023%
5/15/2025 Tortoise Investment Management LLC6,895$762K0.1%-9.5%0.003%
5/14/2025 Wealth Preservation Advisors LLC1,643$181K0.1%N/A0.001%
5/14/2025 Delta Investment Management LLC187,605$20.72M4.2%-6.2%0.089%
5/14/2025 CreativeOne Wealth LLC38,340$4.24M0.1%-8.3%0.018%
5/14/2025 Jane Street Group LLC410,942$45.39M0.0%-15.1%0.195%
5/14/2025 Luminist Capital LLC39,125$4.31M4.6%+37.6%0.019%
Washington Is Broke—and Eyeing Your Savings Next (Ad)

Washington is running out of money…And guess where they'll look next? When governments go broke, they take from the people. It's happened before, and it's happening again. The Department of Justice just admitted that cash isn't legally YOUR property.

Get your free guide now by clicking here >>
5/14/2025 Comerica Bank138,231$15.27M0.1%-20.1%0.066%
5/14/2025 Freedom Investment Management Inc.3,441$380K0.0%N/A0.002%
5/14/2025 Northwestern Mutual Wealth Management Co.571,849$63.17M0.1%-61.5%0.272%
5/14/2025 Heritage Wealth Partners LLC9,342$1.03M1.6%-1.4%0.004%
5/14/2025 Van Hulzen Asset Management LLC2,214$245K0.0%+79.4%0.001%
5/14/2025 Cunning Capital Partners LP14,000$1.55M1.0%+24.4%0.007%
5/14/2025 Kestra Advisory Services LLC62,408$6.89M0.0%-3.5%0.030%
5/14/2025 Chicago Wealth Management Inc.92,421$10.21M5.3%N/A0.044%
5/14/2025 Compound Planning Inc.19,215$2.12M0.1%+3.2%0.009%
5/14/2025 Gould Capital LLC34,719$3.84M2.7%-5.3%0.017%
5/14/2025 Ameriprise Financial Inc.777,566$85.93M0.0%+5.4%0.370%
5/14/2025 Capital Wealth Alliance LLC60,788$6.72M4.0%-3.4%0.029%
5/14/2025 Summit Financial LLC586,507$64.79M1.8%N/A0.279%
5/14/2025 Estate Counselors LLC348,115$38.45M4.0%+3,242.1%0.165%
5/14/2025 Flow Traders U.S. LLC162,997$18.01M0.8%+180.0%0.077%
5/14/2025 Partners Capital Investment Group LLP120,599$13.32M0.2%+139.1%0.057%
5/14/2025 TFB Advisors LLC2,539$280K0.1%N/A0.001%
5/14/2025 GM Advisory Group LLC474,887$52.46M2.8%-3.3%0.226%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.1,518,005$168.12M1.7%+19.0%0.722%
5/14/2025 Crabel Capital Management LLC3,570$394K0.4%N/A0.002%
5/14/2025 Sumitomo Mitsui Financial Group Inc.97,709$10.79M0.2%+19.2%0.046%
5/14/2025 Hsbc Holdings PLC494,667$54.64M0.0%+84.6%0.235%
5/14/2025 Lee Financial Co179,394$19.82M3.0%-19.0%0.085%
5/13/2025 Watts Gwilliam & Co. LLC7,931$876K0.2%+133.0%0.004%
5/13/2025 Global View Capital Management LLC8,186$904K0.3%-12.3%0.004%
5/13/2025 Freestone Capital Holdings LLC4,903$542K0.0%+43.3%0.002%
5/13/2025 Steward Partners Investment Advisory LLC251,422$27.77M0.2%+48.0%0.120%
5/13/2025 Raymond James Financial Inc.1,416,054$156.42M0.1%+26.1%0.673%
5/13/2025 Forvis Mazars Wealth Advisors LLC10,308$1.14M0.0%-4.3%0.005%
5/13/2025 Boston Family Office LLC11,825$1.31M0.1%+36.3%0.006%
5/13/2025 American Investment Services Inc.71,507$7.90M1.4%+72.6%0.034%
5/13/2025 Finley Financial LLC7,385$816K0.5%-24.1%0.004%
5/13/2025 Kovitz Investment Group Partners LLC4,348$480K0.0%+3.5%0.002%
5/13/2025 Heck Capital Advisors LLC109,904$12.14M1.4%+64.0%0.052%
5/13/2025 NFP Retirement Inc.857,426$94.71M7.5%-28.0%0.408%
5/13/2025 Rock Creek Group LP53,006$5.85M0.7%+100.0%0.025%
5/13/2025 Callan Family Office LLC9,841$1.09M0.1%-25.6%0.005%
5/13/2025 Bulltick Wealth Management LLC389,853$43.06M11.4%-54.9%0.185%
5/13/2025 Stone House Investment Management LLC616$68K0.0%N/A0.000%
5/13/2025 HighTower Advisors LLC397,472$43.91M0.1%+74.9%0.189%
5/13/2025 Trajan Wealth LLC115,120$12.72M0.7%-26.6%0.055%
5/13/2025 Elevation Capital Advisory LLC51,496$5.69M2.5%N/A0.024%
5/13/2025 Core Wealth Partners LLC24,561$2.71M1.6%+8.3%0.012%
5/12/2025 Eagle Global Advisors LLC10,869$1.20M0.0%-40.7%0.005%
5/12/2025 Financial Engines Advisors L.L.C.147,015$16.24M0.0%-4.2%0.070%
5/12/2025 Blueprint Financial Advisors LLC63,955$7.06M3.8%N/A0.030%
5/12/2025 Meridian Wealth Management LLC78,711$8.69M0.4%-5.3%0.037%
5/12/2025 Paulson Wealth Management Inc.93,675$10.35M2.9%+2.6%0.045%
5/12/2025 SouthState Corp9,722$1.07M0.0%+23,047.6%0.005%
5/12/2025 Virtus Family Office LLC6,727$743K1.0%-86.1%0.003%
Washington Is Broke—and Eyeing Your Savings Next (Ad)

Washington is running out of money…And guess where they'll look next? When governments go broke, they take from the people. It's happened before, and it's happening again. The Department of Justice just admitted that cash isn't legally YOUR property.

Get your free guide now by clicking here >>
5/12/2025 Astor Investment Management LLC21,783$2.41M1.3%-6.6%0.010%
5/12/2025 Blueprint Investment Partners LLC82,972$9.17M1.7%-53.9%0.039%
5/12/2025 White Lighthouse Investment Management Inc.287,038$31.71M5.7%+12.7%0.136%
5/12/2025 AFT Forsyth & Company Inc.5,445$601K0.3%N/A0.003%
5/12/2025 JPMorgan Chase & Co.1,831,952$202.36M0.0%+4.7%0.871%
5/12/2025 Zions Bancorporation National Association UT793$88K0.0%N/A0.000%
5/12/2025 Townsquare Capital LLC407,132$44.97M0.5%+6.7%0.194%
5/12/2025 National Bank of Canada FI2,826$312K0.0%-63.3%0.001%
5/12/2025 LaSalle St. Investment Advisors LLC286,625$31.66M7.5%-22.5%0.136%
5/12/2025 Hirtle Callaghan & Co LLC10,669$1.18M0.0%-60.7%0.005%
(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, 893 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 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 769 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: 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 59,604,015 shares in the last 24 months. This purchase volume represents approximately $6.60B in transactions.

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

Of the 563 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), Envestnet Asset Management Inc. ($2.93M), SVB Wealth LLC ($2.84M), Bank of Nova Scotia ($2.09M), Anchor Capital Advisors LLC ($1.30M), Gateway Advisory LLC ($1.27M), and Estate Counselors LLC ($1.26M).

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

Institutional investors have sold a total of 79,989,428 shares in the last 24 months. This volume of shares sold represents approximately $8.85B in transactions.


Related Companies

This page (NASDAQ:SHV) was last updated on 5/21/2025 by MarketBeat.com Staff
From Our Partners
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Man who predicted $100K Bitcoin sees a huge run coming for another coin …
Sure enough, Bitcoin took off on the exact day Juan said it would. It's up more than 40% since the election...
Weiss Ratings | Sponsored
Elon Set to Shock the World on June 1st?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
Massive new energy source found in Utah
NEW THIS WEEK: Huge Energy Discovery In Utah The Department of Energy say it could power America for millio...
Stansberry Research | Sponsored
Why Elon put $51 million into this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | Sponsored
3..2..1.. AI 2.0 ignition (don’t sleep on this)
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
July 2025 Rule Change to Impact Retirement Investors
There's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...
Premier Gold Co | Sponsored