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iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$110.17 +0.02 (+0.02%)
As of 09/4/2025 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)
574
Total
Institutional Inflows
(last 12 months)
$4.36B
Number of
Institutional Sellers
(last 12 months)
432
Total
Institutional Outflows
(last 12 months)
$2.85B
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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
9/4/2025 Osaic Holdings Inc.323,101$35.68M0.1%+27.4%0.171%
8/29/2025 Centaurus Financial Inc.8,712$962K0.1%+60.1%0.005%
8/27/2025 Orion Porfolio Solutions LLC47,634$5.26M0.0%+31.3%0.025%
8/20/2025 Coppell Advisory Solutions LLC25,133$2.78M0.3%+1,357.8%0.013%
8/19/2025 B. Riley Wealth Advisors Inc.6,730$743K0.0%N/A0.004%
8/19/2025 Advisory Services Network LLC289,879$32.01M0.5%-12.5%0.153%
8/19/2025 Asset Dedication LLC696$77K0.0%+596.0%0.000%
8/18/2025 Geneos Wealth Management Inc.1,249$138K0.0%+38.6%0.001%
8/18/2025 Hershey Financial Advisers LLC34,913$3.86M3.5%N/A0.018%
8/18/2025 Cunning Capital Partners LP10,000$1.10M0.6%-28.6%0.005%
8/18/2025 Pacific Center for Financial Services1,875$207K0.1%+215.1%0.001%
8/15/2025 Tower Research Capital LLC TRC 38,759$4.28M0.1%+222.7%0.021%
8/15/2025 First Heartland Consultants Inc.30,180$3.33M0.3%+31.2%0.016%
8/15/2025 Global View Capital Management LLC7,056$779K0.2%-13.8%0.004%
8/15/2025 Semmax Financial Advisors Inc.914$101K0.0%-34.1%0.000%
8/15/2025 Rakuten Securities Inc.1,860$205K0.1%+5,214.3%0.001%
8/15/2025 Corient Private Wealth LLC13,926$1.54M0.0%-84.8%0.007%
8/15/2025 Equitable Holdings Inc.27,045$2.99M0.0%+24.6%0.014%
8/15/2025 Captrust Financial Advisors4,884$539K0.0%+81.6%0.003%
8/15/2025 Vident 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%
8/15/2025 Two Sigma Securities LLC2,802$309K0.0%-89.6%0.001%
8/15/2025 Snowden Capital Advisors LLC22,648$2.50M0.1%+6.2%0.012%
8/15/2025 Orion Porfolio Solutions LLC38,871$4.29M0.0%+7.2%0.021%
8/15/2025 MML Investors Services LLC344,915$38.09M0.1%+8.7%0.182%
8/15/2025 Modern Wealth Management LLC236,188$26.08M0.7%N/A0.125%
8/15/2025 HRT Financial LP93,238$10.30M0.0%N/A0.049%
8/15/2025 Great Valley Advisor Group Inc.23,729$2.62M0.1%+11.7%0.013%
8/15/2025 Gallagher Fiduciary Advisors LLC469,255$51.82M0.1%+10,459.3%0.248%
8/15/2025 Garden State Investment Advisory Services LLC4,852$536K0.1%N/A0.003%
8/15/2025 EP Wealth Advisors LLC5,605$619K0.0%+64.5%0.003%
8/15/2025 Engineers Gate Manager LP15,440$1.71M0.0%+13.4%0.008%
8/15/2025 BNP Paribas Financial Markets149,104$16.46M0.0%+28.3%0.079%
8/15/2025 Bank of America Corp DE3,172,414$350.30M0.0%+22.3%1.679%
8/15/2025 AFT Forsyth & Company Inc.18,754$2.07M1.1%+244.4%0.010%
8/15/2025 Ameriprise Financial Inc.589,454$65.08M0.0%-24.2%0.312%
8/14/2025 Gould Capital LLC34,590$3.82M2.6%-0.4%0.018%
8/14/2025 Camarda Financial Advisors LLC40,071$4.43M1.7%+4.2%0.021%
8/14/2025 Jane Street Group LLC277,471$30.64M0.0%-32.5%0.147%
8/14/2025 Ausdal Financial Partners Inc.711,846$78.60M5.2%-24.8%0.377%
8/14/2025 Raymond James Financial Inc.1,576,192$174.04M0.1%+11.3%0.834%
8/14/2025 Chicago Wealth Management Inc.85,371$9.43M4.5%-7.6%0.045%
8/14/2025 Betterment LLC865,310$95.55M0.2%-22.7%0.458%
8/14/2025 Karpus Management Inc.6,000$663K0.0%-4.0%0.003%
8/14/2025 Main Street Financial Solutions LLC70,342$7.77M0.6%-6.8%0.037%
8/14/2025 NewEdge Advisors LLC126,286$13.94M0.1%+36.0%0.067%
8/14/2025 SVB Wealth LLC16,817$1.86M0.1%N/A0.009%
8/14/2025 Bank of Nova Scotia381,309$42.12M0.1%-4.2%0.202%
8/14/2025 Cary Street Partners Financial LLC35,963$3.97M0.1%+5.7%0.019%
8/14/2025 Cerity Partners LLC534,256$58.99M0.1%+0.0%0.283%
8/14/2025 Daner Wealth Management LLC2,100$231K0.2%N/A0.001%
8/13/2025 Shepherd Financial Partners LLC19,742$2.18M0.2%-3.1%0.010%
8/13/2025 StoneX Group Inc.35,268$3.89M0.2%+21.7%0.019%
8/13/2025 Seaview Investment Managers LLC2,930$324K0.1%N/A0.002%
8/13/2025 Flow Traders U.S. LLC156,982$17.33M0.6%-3.7%0.083%
8/13/2025 Brown Advisory Inc.15,054$1.66M0.0%-7.7%0.008%
8/13/2025 Baird Financial Group Inc.17,558$1.94M0.0%+59.3%0.009%
8/13/2025 Crescent Grove Advisors LLC182,560$20.16M2.0%-27.0%0.097%
8/13/2025 Luminist Capital LLC42,028$4.63M4.6%+7.4%0.022%
8/13/2025 Trek Financial LLC2,901$320K0.0%N/A0.002%
8/13/2025 Acorns Advisers LLC449,639$49.65M0.4%+0.6%0.238%
8/13/2025 Benedict Financial Advisors Inc.10,526$1.16M0.3%+11.1%0.006%
8/13/2025 Pinkerton Wealth LLC2,303$254K0.0%-61.1%0.001%
8/13/2025 Boston Family Office LLC8,116$896K0.1%-31.4%0.004%
8/13/2025 Trustmark Bank Trust Department9,528$1.05M0.1%-9.7%0.005%
8/13/2025 Lido Advisors LLC30,502$3.37M0.0%+666.8%0.016%
8/13/2025 Rinkey Investments5,985$661K0.2%N/A0.003%
8/13/2025 Quadrature Capital Ltd286,440$31.63M0.5%N/A0.152%
8/13/2025 Virtue Capital Management LLC18,224$2.01M0.4%-44.3%0.010%
8/13/2025 Scotia Capital Inc.69,140$7.63M0.0%+49.6%0.037%
8/13/2025 Level Four Advisory Services LLC4,269$471K0.0%+32.2%0.002%
8/13/2025 Hsbc Holdings PLC392,472$43.34M0.0%-20.7%0.208%
8/13/2025 Northwestern Mutual Wealth Management Co.620,211$68.48M0.0%+8.5%0.328%
8/13/2025 Sumitomo Mitsui Financial Group Inc.124,612$13.76M0.2%+27.5%0.066%
8/13/2025 Crabel Capital Management LLC3,298$364K0.2%-7.6%0.002%
8/13/2025 Elevation Point Wealth Partners LLC498$55K0.0%N/A0.000%
8/13/2025 GM Advisory Group LLC202,611$22.37M1.1%-57.3%0.107%
8/13/2025 Choreo LLC11,799$1.30M0.0%-9.1%0.006%
8/12/2025 J.W. Cole Advisors Inc.24,791$2.74M0.1%+9.1%0.013%
8/12/2025 Laurel Wealth Advisors LLC85,576$9.45M0.0%+10,942.1%0.045%
8/12/2025 Steward Partners Investment Advisory LLC189,762$20.95M0.2%-24.5%0.100%
8/12/2025 CreativeOne Wealth LLC36,018$3.98M0.1%-6.1%0.019%
8/12/2025 Intellus Advisors LLC15,231$1.68M0.3%N/A0.008%
8/12/2025 Global Retirement Partners LLC315,119$34.80M0.9%N/A0.167%
8/12/2025 Barings LLC1,966$217K0.0%-99.3%0.001%
8/12/2025 Sfmg LLC6,544$723K0.1%N/A0.003%
8/12/2025 Archer Investment Corp6,856$757K0.2%-1.9%0.004%
8/12/2025 MAI Capital Management43,733$4.83M0.0%-10.8%0.023%
8/12/2025 JPMorgan Chase & Co.1,671,245$184.54M0.0%-8.8%0.884%
8/12/2025 17 Capital Partners LLC5,113$565K0.3%N/A0.003%
8/12/2025 Weaver Consulting Group41,765$4.61M1.3%-5.5%0.022%
8/12/2025 EFG Asset Management Americas Corp.39,968$4.41M0.8%-4.2%0.021%
8/12/2025 NFP Retirement Inc.1,245,522$137.53M9.1%+45.3%0.659%
8/11/2025 Sierra Legacy Group210,532$23.25M18.0%-7.0%0.111%
8/11/2025 TD Waterhouse Canada Inc.10,369$1.14M0.0%-48.8%0.005%
8/11/2025 Traub Capital Management LLC1,075$119K0.1%N/A0.001%
8/11/2025 Wealthspire Advisors LLC3,612$399K0.0%-21.9%0.002%
8/11/2025 Adaptive Financial Consulting LLC65,384$7.22M3.0%+4.3%0.035%
8/11/2025 Bulltick Wealth Management LLC349,894$38.64M9.5%-10.2%0.185%
8/11/2025 Slagle Financial LLC2,986$330K0.1%N/A0.002%
(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 785 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 39,460,542 shares in the last 24 months. This purchase volume represents approximately $4.35B in transactions.

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

Of the 432 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. ($821.05K), 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 25,838,314 shares in the last 24 months. This volume of shares sold represents approximately $2.85B in transactions.


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This page (NASDAQ:SHV) was last updated on 9/5/2025 by MarketBeat.com Staff
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