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iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$110.38 +0.04 (+0.04%)
As of 07/25/2025 04:00 PM Eastern

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)
552
Total
Institutional Inflows
(last 12 months)
$3.99B
Number of
Institutional Sellers
(last 12 months)
410
Total
Institutional Outflows
(last 12 months)
$2.71B
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SHV Institutional Buying and Selling by Quarter

iShares Short Treasury Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Heartland Bank & Trust Co17,899$1.98M0.9%-21.6%0.009%
7/25/2025Atria Wealth Solutions Inc.30,886$3.41M0.1%-64.1%0.016%
7/25/2025Envestnet Portfolio Solutions Inc.8,570$946K0.0%-61.6%0.005%
7/25/2025Concord Asset Management LLC VA261,414$28.87M4.3%+9.2%0.138%
7/25/2025Sequoia Financial Advisors LLC14,777$1.63M0.0%-40.7%0.008%
7/25/2025Courage Miller Partners LLC8,180$903K0.3%-8.3%0.004%
7/25/2025MGO One Seven LLC39,870$4.40M0.1%+19.2%0.021%
7/25/2025Almanack Investment Partners LLC.2,134$236K0.0%-9.1%0.001%
7/25/2025Prostatis Group LLC3,067$339K0.1%+21.5%0.002%
7/25/2025CWM LLC74,351$8.21M0.0%-8.6%0.039%
7/25/2025Transcendent Capital Group LLC6,148$679K0.3%-67.4%0.003%
7/25/2025Strategic Point Investment Advisors LLC186,551$20.60M3.2%+1.8%0.099%
7/25/2025Summa Corp.3,902$431K0.2%+30.1%0.002%
7/25/2025Sovereign Financial Group Inc.7,760$857K0.2%+14.2%0.004%
7/25/2025Concurrent Investment Advisors LLC9,817$1.08M0.0%-3.4%0.005%
7/25/20251858 Wealth Management LLC52,638$5.81M4.3%N/A0.028%
7/25/2025GFS Advisors LLC149,048$16.46M2.3%+1.0%0.079%
7/24/2025 KFA Private Wealth Group LLC97,839$10.80M3.3%+13.0%0.052%
7/24/2025 JFS Wealth Advisors LLC4,285$473K0.0%-13.7%0.002%
7/24/2025 Lee Financial Co171,837$18.97M2.7%-4.2%0.091%
7/24/2025 Callan Family Office LLC8,706$961K0.0%-11.5%0.005%
7/24/2025 Blair William & Co. IL17,921$1.98M0.0%+0.7%0.010%
7/24/2025 Mainstay Capital Management LLC ADV134,762$14.88M0.7%N/A0.072%
7/24/2025 True Link Financial Advisors LLC657,201$72.57M5.0%+4.0%0.349%
7/24/2025 Capital Advisors Ltd. LLC17,078$1.89M0.2%-35.3%0.009%
7/24/2025 Copperwynd Financial LLC27,267$3.01M0.8%+5.9%0.014%
7/24/2025 US Bancorp DE52,303$5.78M0.0%-10.7%0.028%
7/23/2025 Mullooly Asset Management Inc.194,696$21.50M9.0%-4.6%0.103%
7/23/2025 Vontobel Holding Ltd.8,453$933K0.0%N/A0.004%
7/23/2025 Schrum Private Wealth Management LLC7,423$820K0.7%+6.1%0.004%
7/23/2025 Clear Creek Financial Management LLC44,169$4.88M0.5%-13.0%0.023%
7/23/2025 Castle Rock Wealth Management LLC6,808$751K0.2%+57.6%0.004%
7/23/2025 Valmark Advisers Inc.4,771$527K0.0%+11.7%0.003%
7/23/2025 Pure Portfolios Holdings LLC11,128$1.23M0.4%+3.5%0.006%
7/23/2025 Friedenthal Financial530$59K0.0%-14.9%0.000%
7/23/2025 High Note Wealth LLC4,462$493K0.1%-14.7%0.002%
7/23/2025 Independent Solutions Wealth Management LLC80,895$8.93M1.7%+9.3%0.043%
7/23/2025 Joel Isaacson & Co. LLC4,078$450K0.0%N/A0.002%
7/23/2025 Tcfg Wealth Management LLC2,000$221K0.1%-25.9%0.001%
7/23/2025 Trueblood Wealth Management LLC1,882$208K0.1%N/A0.001%
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7/23/2025 Heck Capital Advisors LLC110,725$12.23M1.1%+0.7%0.059%
7/23/2025 Prime Capital Investment Advisors LLC96,741$10.68M0.1%-43.0%0.051%
7/22/2025 Sage Financial Group Inc.3,200$353K0.0%N/A0.002%
7/22/2025 DAVENPORT & Co LLC58,533$6.46M0.0%+1.6%0.031%
7/22/2025 Valpey Financial Services LLC6,787$749K0.5%N/A0.004%
7/22/2025 Fortitude Advisory Group L.L.C.3,373$372K0.2%-28.2%0.002%
7/22/2025 Mascoma Wealth Management LLC187,136$20.66M4.8%+2.6%0.099%
7/22/2025 OLD National Bancorp IN111,550$12.32M0.2%-38.6%0.059%
7/22/2025 Realta Investment Advisors17,138$1.89M0.7%+16.5%0.009%
7/22/2025 Wealthcare Advisory Partners LLC4,967$548K0.0%-15.4%0.003%
7/21/2025 Fairvoy Private Wealth LLC145,036$16.02M4.0%+1.0%0.077%
7/21/2025 Keystone Financial Group Inc.39,207$4.33M2.8%-2.0%0.021%
7/21/2025 Ascent Group LLC29,388$3.25M0.1%+25.4%0.016%
7/21/2025 Consilium Wealth Advisory LLC7,667$847K0.4%+88.5%0.004%
7/21/2025 Ameritas Advisory Services LLC42,536$4.70M0.2%+102.4%0.023%
7/21/2025 Flagship Private Wealth LLC15,747$1.74M0.9%+2.1%0.008%
7/21/2025 Mattern Capital Management LLC5,033$556K0.1%+69.3%0.003%
7/18/2025 Marks Wealth LLC480,919$53.10M17.2%-65.9%0.255%
7/18/2025 Astor Investment Management LLC44,431$4.91M2.7%+104.0%0.024%
7/18/2025 Foundry Financial Group Inc.19,202$2.12M1.2%+14.5%0.010%
7/18/2025 Clarity Financial LLC2,965$327K0.0%N/A0.002%
7/18/2025 B.O.S.S. Retirement Advisors LLC7,557$834K0.2%N/A0.004%
7/18/2025 Trilogy Capital Inc.27,816$3.07M0.1%+11.2%0.015%
7/18/2025 Marino Stram & Associates LLC26,313$2.91M0.6%+24.5%0.014%
7/18/2025 Forza Wealth Management LLC9,302$1.03M0.4%+5.7%0.005%
7/18/2025 Lowery Thomas LLC8,888$981K0.6%+20.3%0.005%
7/18/2025 Institute for Wealth Management LLC.54,712$6.04M0.7%+26.7%0.029%
7/18/2025 PBMares Wealth Management LLC2,196$242K0.0%-11.3%0.001%
7/18/2025 Truist Financial Corp743,105$82.05M0.1%-26.8%0.395%
7/17/2025 Bosman Wealth Management LLC28,499$3.15M2.8%N/A0.015%
7/17/2025 Hansen & Associates Financial Group Inc.846,220$93.44M50.7%-13.5%0.449%
7/17/2025 Mainsail Financial Group LLC26,177$2.89M1.3%N/A0.014%
7/17/2025 Oak Family Advisors LLC68,059$7.52M2.4%+176.4%0.036%
7/17/2025 Spartan Planning & Wealth Management3,577$395K0.3%-51.5%0.002%
7/17/2025 HB Wealth Management LLC19,437$2.15M0.0%-16.6%0.010%
7/17/2025 Janney Montgomery Scott LLC244,507$27.00M0.1%+6.2%0.130%
7/17/2025 Oakworth Capital Inc.679,028$74.98M4.8%-17.0%0.361%
7/17/2025 Archford Capital Strategies LLC2,005$221K0.0%-63.4%0.001%
7/17/2025 GC Wealth Management RIA LLC2,028$224K0.0%+11.1%0.001%
7/17/2025 Cairn Investment Group Inc.3,675$406K0.2%N/A0.002%
7/17/2025 San Luis Wealth Advisors LLC37,456$4.14M0.9%+13.5%0.020%
7/17/2025 Crane Advisory LLC3,348$369K0.1%N/A0.002%
7/17/2025 Tempus Wealth Planning LLC27,200$3.00M0.7%+65.8%0.014%
7/16/2025 TRU Independence Asset Management 2 LLC24,568$2.71M1.9%+3.2%0.013%
7/16/2025 Signaturefd LLC7,263$802K0.0%+137.0%0.004%
7/16/2025 ORG Partners LLC6,619$731K0.2%+5.3%0.004%
7/16/2025 MinichMacGregor Wealth Management LLC86,551$9.56M2.0%-0.5%0.046%
7/16/2025 1834 Investment Advisors Co.5,880$649K0.1%-28.8%0.003%
7/16/2025 Eagle Global Advisors LLC10,599$1.17M0.0%-2.5%0.006%
7/16/2025 Patton Fund Management Inc.33,327$3.68M2.6%-4.9%0.018%
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7/16/2025 Investment Partners Asset Management Inc.7,275$803K0.6%+3.7%0.004%
7/16/2025 GenWealth Group Inc.15,999$1.77M0.4%+0.7%0.008%
7/16/2025 Spinnaker Investment Group LLC10,695$1.18M0.3%N/A0.006%
7/16/2025 EdgeRock Capital LLC2,387$264K0.1%N/A0.001%
7/16/2025 Cabana LLC7,362$813K4.7%N/A0.004%
7/16/2025 Banque Pictet & Cie SA117,303$12.95M0.1%+239.0%0.062%
7/16/2025 Maridea Wealth Management LLC2,879$318K0.1%+14.6%0.002%
7/15/2025 Perennial Advisors LLC11,826$1.31M0.2%+11.0%0.006%
7/15/2025 Surience Private Wealth LLC3,514$388K0.4%-90.6%0.002%
7/15/2025 North Star Investment Management Corp.7,526$831K0.1%-2.0%0.004%
(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, 900 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 775 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 36,189,876 shares in the last 24 months. This purchase volume represents approximately $3.99B in transactions.

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

Of the 408 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), Marks Wealth LLC ($929.28K), Northwestern Mutual Wealth Management Co. ($914.27K), Ausdal Financial Partners Inc. ($594.18K), Federation des caisses Desjardins du Quebec ($514.76K), and Bulltick Wealth Management LLC ($473.78K).

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

Institutional investors have sold a total of 24,557,426 shares in the last 24 months. This volume of shares sold represents approximately $2.71B in transactions.



This page (NASDAQ:SHV) was last updated on 7/26/2025 by MarketBeat.com Staff
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