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iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$110.14 +0.02 (+0.02%)
As of 03:58 PM Eastern
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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)
529
Total
Institutional Inflows
(last 12 months)
$1.88B
Number of
Institutional Sellers
(last 12 months)
425
Total
Institutional Outflows
(last 12 months)
$1.68B
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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
7/9/2026Ehrlich Financial Group42,892$4.73M2.4%+120.6%0.023%
7/8/2026 Baring Financial LLC48,919$5.40M3.0%-0.5%0.026%
7/8/2026 First Heartland Consultants Inc.2,376$262K0.0%N/A0.001%
7/8/2026 Kwmg LLC131,947$14.56M1.1%+5.0%0.069%
7/8/2026 Professional Advisory Services Inc.12,680$1.40M0.2%-46.6%0.007%
7/8/2026 Finley Financial LLC3,150$348K0.1%-40.5%0.002%
7/8/2026 NerdWallet Wealth Partners LLC141,289$15.59M5.4%+11.0%0.075%
7/8/2026 Apella Capital LLC3,321$366K0.0%-14.8%0.002%
7/8/2026 55 North Private Wealth LLC2,263$250K0.0%-43.3%0.001%
7/7/2026 Fermata Advisors LLC25,142$2.77M0.6%-2.9%0.013%
7/7/2026 Foster Group Inc.6,139$677K0.0%+3.0%0.003%
7/7/2026 Dynamic Advisor Solutions LLC7,092$783K0.0%+3.7%0.004%
7/7/2026 Mader & Shannon Wealth Management Inc.76,742$8.47M4.0%-0.7%0.041%
7/7/2026 Sandy Cove Advisors LLC7,871$869K0.2%+22.6%0.004%
7/7/2026 CoreCap Advisors LLC26,517$2.93M0.1%-10.7%0.014%
7/7/2026 Pathway Financial Advisors LLC11,220$1.24M0.1%-1.6%0.006%
7/6/2026 Stableford Capital II LLC164,909$18.20M6.3%+81.9%0.087%
7/6/2026 Private Client Services LLC2,203$243K0.1%-16.1%0.001%
7/6/2026 RDA Financial Network2,724$301K0.1%-7.7%0.001%
7/6/2026 Trilogy Capital Inc.32,110$3.54M0.1%-10.2%0.017%
7/1/2026 Noble Wealth Management PBC1,324$146K0.1%+184.7%0.001%
6/3/2026Stillwater Private Wealth LLC2,950$325K0.3%N/A0.002%
6/3/2026Parallel Advisors LLC35,420$3.91M0.1%-13.1%0.019%
6/3/2026NewEdge Advisors LLC145,787$16.09M0.1%+1.6%0.078%
6/1/2026Keel Point LLC8,487$937K0.1%-27.7%0.005%
5/28/2026Maripau Wealth Management LLC1,879$207K0.1%N/A0.001%
5/20/2026Cadia Private Client LLC38,604$4.26M3.5%-0.7%0.021%
5/20/2026Arete Wealth Advisors LLC90,540$10.00M0.6%-8.2%0.048%
5/20/2026Norris Financial Group LLC179,196$19.78M6.5%N/A0.096%
5/19/2026Western Wealth Management LLC24,092$2.66M0.1%+415.8%0.013%
5/19/2026Silicon Valley Capital Partners128,263$14.16M1.4%-2.8%0.068%
5/19/2026Bank of America Corp DE2,998,060$330.96M0.0%-3.4%1.601%
5/19/2026Alexander Labrunerie & CO. Inc.50,864$5.62M2.1%-2.0%0.027%
5/19/2026Chesapeake Wealth Management5,164$570K0.2%N/A0.003%
5/19/2026Centaurus Financial Inc.16,343$1.80M0.1%+22.5%0.009%
5/19/2026Arkadios Wealth Advisors11,802$1.30M0.0%+28.5%0.006%
5/19/2026Arete Wealth Advisors LLC90,540$10.00M0.7%-8.2%0.048%
5/18/2026Gould Capital LLC1,359$150K0.1%-95.9%0.001%
5/18/2026Core Wealth Advisors Inc.7,417$819K0.2%-14.4%0.004%
5/18/2026Royal Bank of Canada1,369,661$151.20M0.0%+53.4%0.731%
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5/18/2026Estate Counselors LLC13,700$1.51M0.1%-80.8%0.007%
5/16/2026Quantinno Capital Management LP4,352$480K0.0%N/A0.002%
5/16/2026Jessup Wealth Management Inc5,223$577K0.2%+6.7%0.003%
5/16/2026Family Manage LLC310,017$34.22M4.1%+3.0%0.166%
5/15/2026Gateway Wealth Partners LLC6,425$709K0.0%N/A0.003%
5/15/2026Quadcap Wealth Management LLC4,464$493K0.1%N/A0.002%
5/15/2026Waverly Advisors LLC17,325$1.91M0.0%+160.8%0.009%
5/15/2026Wealth Alliance LLC62,582$6.91M0.7%+44.7%0.033%
5/14/2026Hilltop Holdings Inc.58,765$6.49M0.6%+134.8%0.031%
5/14/2026Compound Planning Inc.20,316$2.24M0.1%-4.2%0.011%
5/14/2026Modern Wealth Management LLC264,260$29.09M0.5%-4.7%0.141%
5/14/2026Keebeck Wealth Management8,008$884K0.1%-70.7%0.004%
5/14/2026Bank of Nova Scotia366,024$40.41M0.1%-7.8%0.195%
5/14/2026Lido Advisors LLC52,175$5.76M0.0%+12.6%0.028%
5/13/2026Cetera Investment Advisers562,738$62.12M0.1%-26.2%0.300%
5/13/2026Wealthspire Retirement LLC1,034,731$114.22M6.8%-26.9%0.553%
5/13/2026American Investment Services Inc.51,075$5.64M1.3%+1.9%0.027%
5/13/2026Alesco Advisors LLC An ESL Co2,875$317K0.0%-31.5%0.002%
5/12/2026First Wilshire Securities Management Inc.8,282$914K0.2%+55.2%0.004%
5/8/2026Burling Wealth Partners LLC51,027$5.63M0.9%N/A0.027%
5/8/2026Alpha Zero LLC213,315$23.55M11.9%+84.1%0.114%
5/7/2026Legacy Wealth Managment LLC ID11,114$1.23M0.6%+12.3%0.006%
5/7/2026Lowe Brockenbrough & Co. Inc.30,842$3.41M0.2%-12.6%0.016%
5/7/2026Investment Management Associates Inc. ADV35,212$3.89M0.9%+6.5%0.019%
5/7/2026 Balefire LLC9,402$1.04M0.2%+3.3%0.005%
5/7/2026Parallel Advisors LLC35,420$3.91M0.1%-13.1%0.019%
5/7/2026Financial Discovery Group Inc.22,887$2.53M5.9%N/A0.012%
5/7/2026Legacy Wealth Advisors LLC16,903$1.87M1.0%-0.7%0.009%
5/7/2026Crescent Grove Advisors LLC83,399$9.21M0.9%-57.6%0.045%
5/6/2026GatePass Capital LLC71,235$7.86M3.7%-7.8%0.038%
5/6/2026IMA Advisory Services Inc.1,123$124K0.0%-95.1%0.001%
5/6/2026Heartland Bank & Trust Co32,982$3.64M0.8%+78.3%0.018%
5/6/2026Simon Quick Advisors LLC179,300$19.79M0.9%-2.5%0.096%
5/6/2026Advisortrust Partners LLC26,708$2.95M1.2%+237.3%0.014%
5/6/2026Assetmark Inc.670,664$74.04M0.2%-2.3%0.358%
5/6/2026Gould Asset Management LLC CA44,041$4.86M0.8%+14.7%0.024%
5/6/2026AXS Investments LLC21,803$2.41M1.0%+111.7%0.012%
5/6/2026Bessemer Group Inc.689$76K0.0%N/A0.000%
5/6/2026One Day In July LLC80,578$8.90M0.7%-2.4%0.043%
5/6/2026Adaptive Financial Consulting LLC70,064$7.73M3.0%+5.7%0.037%
5/6/2026Independent Financial Group LLC49,492$5.46M0.2%N/A0.026%
5/5/2026Evergreen Advisors LLC390$43K0.0%N/A0.000%
5/5/2026Wealthfront Advisers LLC2,048,039$226.08M0.5%+26.6%1.094%
5/5/2026D.A. Davidson & CO.57,999$6.40M0.0%+48.9%0.031%
5/5/2026 NerdWallet Wealth Partners LLC127,248$14.05M6.1%-6.6%0.068%
5/5/2026Midwest Professional Planners LTD.155,474$17.16M4.0%+9.7%0.083%
5/5/2026Bank of New York Mellon Corp4,290$474K0.0%-52.5%0.002%
5/5/2026Robinson Value Management Ltd.16,363$1.81M1.0%-52.7%0.009%
5/5/2026Geneos Wealth Management Inc.1,560$172K0.0%+79.9%0.001%
5/5/2026Ethos Financial Group LLC25,326$2.80M0.2%+21.5%0.014%
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5/5/2026LFA Lugano Financial Advisors SA2,482$272K0.1%+597.2%0.001%
5/5/2026Sanctuary Advisors LLC62,722$6.92M0.0%-11.2%0.033%
5/5/2026Sigma Planning Corp6,779$748K0.0%+10.4%0.004%
5/5/2026Nwam LLC3,751$414K0.0%+38.9%0.002%
5/4/2026Calamos Wealth Management LLC51,516$5.69M0.2%-6.1%0.028%
5/4/2026Calamos Advisors LLC51,516$5.69M0.0%N/A0.028%
5/4/2026AMG National Trust Bank115,953$12.80M0.3%+25.6%0.062%
5/4/2026Archer Investment Corp6,464$714K0.2%+4.9%0.003%
5/4/2026NWF Advisory Services Inc.7,040$777K0.1%+123.9%0.004%
5/4/2026J. Safra Sarasin Holding AG3,956$437K0.0%-91.0%0.002%


SHV Institutional Ownership - Frequently Asked Questions

During the previous two years, 901 institutional investors and hedge funds held shares of iShares Short Treasury Bond ETF. The most heavily invested institutionals were Morgan Stanley ($657.98M), FMR LLC ($574.50M), Wells Fargo & Company MN ($545.24M), LPL Financial LLC ($337.43M), Bank of America Corp DE ($330.96M), Wealthfront Advisers LLC ($226.08M), and UBS Group AG ($199.31M).Learn more on iShares Short Treasury Bond ETF's 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.

Of the 779 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 ($5.91M), FMR LLC ($4.74M), JPMorgan Chase & Co. ($1.84M), Wealthfront Advisers LLC ($1.66M), Raymond James Financial Inc. ($1.61M), Marks Wealth LLC ($1.41M), and Oakworth Capital Inc. ($1.40M).

Institutional investors have bought a total of 17,038,803 shares in the last 24 months. This purchase volume represents approximately $1.88B in transactions.

Of the 425 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: Marks Wealth LLC ($1.40M), Mariner LLC ($723.36K), Wells Fargo & Company MN ($552.34K), Ausdal Financial Partners Inc. ($498.53K), Northwestern Mutual Wealth Management Co. ($466.64K), Truist Financial Corp ($452.17K), and Betterment LLC ($412.65K).

Institutional investors have sold a total of 15,178,163 shares in the last 24 months. This volume of shares sold represents approximately $1.68B in transactions.


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This page (NASDAQ:SHV) was last updated on 7/9/2026 by MarketBeat.com Staff.
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