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iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$110.37 +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)
526
Total
Institutional Inflows
(last 12 months)
$1.87B
Number of
Institutional Sellers
(last 12 months)
425
Total
Institutional Outflows
(last 12 months)
$1.67B
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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
5/28/2026 Maripau Wealth Management LLC1,879$207K0.1%N/A0.001%
5/20/2026 Cadia Private Client LLC38,604$4.26M3.5%-0.7%0.021%
5/20/2026 Arete Wealth Advisors LLC90,540$10.00M0.6%-8.2%0.048%
5/20/2026 Norris Financial Group LLC179,196$19.78M6.5%N/A0.096%
5/19/2026 Western Wealth Management LLC24,092$2.66M0.1%+415.8%0.013%
5/19/2026 Silicon Valley Capital Partners128,263$14.16M1.4%-2.8%0.068%
5/19/2026 Bank of America Corp DE2,998,060$330.96M0.0%-3.4%1.601%
5/19/2026 Alexander Labrunerie & CO. Inc.50,864$5.62M2.1%-2.0%0.027%
5/19/2026 Chesapeake Wealth Management5,164$570K0.2%N/A0.003%
5/19/2026 Centaurus Financial Inc.16,343$1.80M0.1%+22.5%0.009%
5/19/2026 Arkadios Wealth Advisors11,802$1.30M0.0%+28.5%0.006%
5/19/2026 Arete Wealth Advisors LLC90,540$10.00M0.7%-8.2%0.048%
5/18/2026 Gould Capital LLC1,359$150K0.1%-95.9%0.001%
5/18/2026 Core Wealth Advisors Inc.7,417$819K0.2%-14.4%0.004%
5/18/2026 Royal Bank of Canada1,369,661$151.20M0.0%+53.4%0.731%
5/18/2026 Estate Counselors LLC13,700$1.51M0.1%-80.8%0.007%
5/16/2026 Quantinno Capital Management LP4,352$480K0.0%N/A0.002%
5/16/2026 Jessup Wealth Management Inc5,223$577K0.2%+6.7%0.003%
5/16/2026 Family Manage LLC310,017$34.22M4.1%+3.0%0.166%
5/15/2026 Gateway Wealth Partners LLC6,425$709K0.0%N/A0.003%
5/15/2026 Quadcap Wealth Management LLC4,464$493K0.1%N/A0.002%
5/15/2026 Waverly Advisors LLC17,325$1.91M0.0%+160.8%0.009%
5/15/2026 Wealth Alliance LLC62,582$6.91M0.7%+44.7%0.033%
5/14/2026 Hilltop Holdings Inc.58,765$6.49M0.6%+134.8%0.031%
5/14/2026 Compound Planning Inc.20,316$2.24M0.1%-4.2%0.011%
5/14/2026 Modern Wealth Management LLC264,260$29.09M0.5%-4.7%0.141%
5/14/2026 Keebeck Wealth Management8,008$884K0.1%-70.7%0.004%
5/14/2026 Bank of Nova Scotia366,024$40.41M0.1%-7.8%0.195%
5/14/2026 Lido Advisors LLC52,175$5.76M0.0%+12.6%0.028%
5/13/2026 Cetera Investment Advisers562,738$62.12M0.1%-26.2%0.300%
5/13/2026 Wealthspire Retirement LLC1,034,731$114.22M6.8%-26.9%0.553%
5/13/2026 American Investment Services Inc.51,075$5.64M1.3%+1.9%0.027%
5/13/2026 Alesco Advisors LLC An ESL Co2,875$317K0.0%-31.5%0.002%
5/12/2026 First Wilshire Securities Management Inc.8,282$914K0.2%+55.2%0.004%
5/8/2026 Burling Wealth Partners LLC51,027$5.63M0.9%N/A0.027%
5/8/2026 Alpha Zero LLC213,315$23.55M11.9%+84.1%0.114%
5/7/2026 Legacy Wealth Managment LLC ID11,114$1.23M0.6%+12.3%0.006%
5/7/2026 Lowe Brockenbrough & Co. Inc.30,842$3.41M0.2%-12.6%0.016%
5/7/2026 Investment 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%
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5/7/2026 Parallel Advisors LLC35,420$3.91M0.1%-13.1%0.019%
5/7/2026 Financial Discovery Group Inc.22,887$2.53M5.9%N/A0.012%
5/7/2026 Legacy Wealth Advisors LLC16,903$1.87M1.0%-0.7%0.009%
5/7/2026 Crescent Grove Advisors LLC83,399$9.21M0.9%-57.6%0.045%
5/6/2026 GatePass Capital LLC71,235$7.86M3.7%-7.8%0.038%
5/6/2026 IMA Advisory Services Inc.1,123$124K0.0%-95.1%0.001%
5/6/2026 Heartland Bank & Trust Co32,982$3.64M0.8%+78.3%0.018%
5/6/2026 Simon Quick Advisors LLC179,300$19.79M0.9%-2.5%0.096%
5/6/2026 Advisortrust Partners LLC26,708$2.95M1.2%+237.3%0.014%
5/6/2026 Assetmark Inc.670,664$74.04M0.2%-2.3%0.358%
5/6/2026 Gould Asset Management LLC CA44,041$4.86M0.8%+14.7%0.024%
5/6/2026 AXS Investments LLC21,803$2.41M1.0%+111.7%0.012%
5/6/2026 Bessemer Group Inc.689$76K0.0%N/A0.000%
5/6/2026 One Day In July LLC80,578$8.90M0.7%-2.4%0.043%
5/6/2026 Adaptive Financial Consulting LLC70,064$7.73M3.0%+5.7%0.037%
5/6/2026 Independent Financial Group LLC49,492$5.46M0.2%N/A0.026%
5/5/2026 Evergreen Advisors LLC390$43K0.0%N/A0.000%
5/5/2026 Wealthfront Advisers LLC2,048,039$226.08M0.5%+26.6%1.094%
5/5/2026 D.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%
5/5/2026 Midwest Professional Planners LTD.155,474$17.16M4.0%+9.7%0.083%
5/5/2026 Bank of New York Mellon Corp4,290$474K0.0%-52.5%0.002%
5/5/2026 Robinson Value Management Ltd.16,363$1.81M1.0%-52.7%0.009%
5/5/2026 Geneos Wealth Management Inc.1,560$172K0.0%+79.9%0.001%
5/5/2026 Ethos Financial Group LLC25,326$2.80M0.2%+21.5%0.014%
5/5/2026 LFA Lugano Financial Advisors SA2,482$272K0.1%+597.2%0.001%
5/5/2026 Sanctuary Advisors LLC62,722$6.92M0.0%-11.2%0.033%
5/5/2026 Sigma Planning Corp6,779$748K0.0%+10.4%0.004%
5/5/2026 Nwam LLC3,751$414K0.0%+38.9%0.002%
5/4/2026 Calamos Wealth Management LLC51,516$5.69M0.2%-6.1%0.028%
5/4/2026 Calamos Advisors LLC51,516$5.69M0.0%N/A0.028%
5/4/2026 AMG National Trust Bank115,953$12.80M0.3%+25.6%0.062%
5/4/2026 Archer Investment Corp6,464$714K0.2%+4.9%0.003%
5/4/2026 NWF Advisory Services Inc.7,040$777K0.1%+123.9%0.004%
5/4/2026 J. Safra Sarasin Holding AG3,956$437K0.0%-91.0%0.002%
5/4/2026 Procyon Advisors LLC51,620$5.70M0.1%-4.3%0.028%
5/2/2026 Navigate Wealth Management LLC9,475$1.05M0.7%N/A0.005%
5/2/2026 Global Assets Advisory LLC5,400$596K0.1%N/A0.003%
5/2/2026 Diversify Wealth Management LLC2,539$280K0.0%N/A0.001%
5/2/2026 Valmark Advisers Inc.2,615$289K0.0%N/A0.001%
5/1/2026 Fifth Third Bancorp175,976$19.43M0.0%+36,334.0%0.094%
5/1/2026 WealthShield Partners LLC1,047$116K0.0%N/A0.001%
5/1/2026 Sequoia Financial Advisors LLC10,333$1.14M0.0%-11.8%0.006%
5/1/2026 Mascoma Wealth Management LLC140,462$15.51M3.2%-27.9%0.075%
4/30/2026 Hsbc Holdings PLC190,070$20.98M0.0%-34.5%0.102%
4/30/2026 Winch Advisory Services LLC107,026$11.82M2.7%-0.8%0.057%
4/30/2026 First Horizon Corp3,318$366K0.0%-61.8%0.002%
4/30/2026 Kestra Advisory Services LLC81,580$9.01M0.0%+5.9%0.044%
4/30/2026 Money Concepts Capital Corp11,825$1.31M0.1%+432.7%0.006%
4/30/2026 Personal CFO Solutions LLC128,329$14.17M2.0%N/A0.069%
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4/30/2026 KDK Private Wealth Management LLC24,322$2.69M2.5%-3.4%0.013%
4/29/2026 Axxcess Wealth Management LLC21,749$2.40M0.1%+11.6%0.012%
4/29/2026 Marino Stram & Associates LLC26,409$2.92M0.5%+1.1%0.014%
4/29/2026 Capstone Wealth Management Group LLC155,706$17.19M7.2%-4.5%0.083%
4/29/2026 Silver Oak Wealth Advisors Services LLC1,960$216K0.1%N/A0.001%
4/29/2026 Cairn Investment Group Inc.2,875$317K0.2%-3.4%0.002%
4/29/2026 Integrated Advisors Network LLC13,862$1.53M0.1%+206.2%0.007%
4/29/2026 Walser Wealth Management Company A Ltd Liability Co6,814$752K0.3%-32.2%0.004%
4/28/2026 Fortitude Advisory Group L.L.C.3,599$397K0.2%+6.7%0.002%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC24,317$2.68M0.8%-23.1%0.013%


SHV Institutional Ownership - Frequently Asked Questions

During the previous two years, 902 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 780 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 16,951,458 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

Of the 424 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 15,162,082 shares in the last 24 months. This volume of shares sold represents approximately $1.67B in transactions.


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This page (NASDAQ:SHV) was last updated on 5/29/2026 by MarketBeat.com Staff.
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