Go Pro
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free SHV Stock Alerts

iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$110.25 +0.01 (+0.01%)
As of 08/18/2026 03:57 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)
440
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
368
Total
Institutional Outflows
(last 12 months)
$1.20B
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Heartland Bank & Trust Co25,153$2.78M0.6%N/A0.013%
8/12/2026 C M Bidwell & Associates Ltd.526$58K0.0%N/A0.000%
7/25/2026 Udine Wealth Management Inc.101,750$11.23M4.6%-7.7%0.054%
7/25/2026 a16z Perennial Management L.P.58,374$6.44M0.5%N/A0.031%
7/25/2026 James Investment Research Inc.29,382$3.24M0.3%-5.6%0.016%
7/25/2026 Investment Partners Asset Management Inc.4,515$498K0.3%-11.6%0.002%
7/25/2026 Roble Belko & Company Inc6,425$709K0.1%-8.6%0.003%
7/24/2026 D.A. Davidson & CO.74,728$8.25M0.0%+28.8%0.040%
7/24/2026 Leelyn Smith LLC17,519$1.93M0.2%+72.4%0.009%
7/24/2026 Signaturefd LLC7,580$836K0.0%-1.6%0.004%
7/24/2026 Vista Capital Partners Inc.7,952$878K0.1%N/A0.004%
7/24/2026 Financial Consulate Inc.347,758$38.38M4.3%+5.8%0.185%
7/24/2026 Forum Financial Management LP33,062$3.65M0.0%-19.5%0.018%
7/23/2026 Nations Financial Group Inc. IA ADV7,619$841K0.0%+3.1%0.004%
7/23/2026 Capital Investment Advisory Services LLC2,406$266K0.0%-8.8%0.001%
7/23/2026 Apollon Wealth Management LLC4,060$448K0.0%+4.7%0.002%
7/23/2026 SBI Securities Co. Ltd.49,690$5.48M0.1%-35.8%0.026%
7/23/2026 Oakworth Capital Inc.610,581$67.27M3.2%-12.6%0.325%
7/23/2026 Foundry Financial Group Inc.22,184$2.45M1.1%+0.7%0.012%
7/22/2026 Lee Financial Co106,073$11.71M1.5%-2.8%0.056%
7/22/2026 Entelevest LLC2,744$303K0.3%+11.1%0.001%
7/22/2026 Synergy Asset Management LLC2,623$289K0.0%+29.3%0.001%
7/22/2026 MFA Wealth Services4,588$506K0.3%+42.7%0.002%
7/22/2026 Greenleaf Trust67,324$7.43M0.1%-0.3%0.036%
7/21/2026 Norris Perne & French LLP MI11,881$1.31M0.1%+105.4%0.006%
7/21/2026 Legacy Advisory Services LLC209,359$23.10M16.3%-8.5%0.111%
7/21/2026 Leavell Investment Management Inc.10,807$1.19M0.0%+20.1%0.006%
7/21/2026 Guidance Capital Inc.63,478$7.00M1.5%+3.0%0.034%
7/21/2026 Envestnet Portfolio Solutions Inc.6,991$771K0.0%-91.0%0.004%
7/21/2026 Triumph Capital Management2,593$286K0.1%-12.1%0.001%
7/21/2026 IFP Advisors Inc64,258$7.09M0.1%+9.2%0.034%
7/21/2026 Oak Family Advisors LLC108,288$11.95M3.1%+19.5%0.057%
7/20/2026 Hixon Zuercher LLC49,394$5.45M1.6%+3.2%0.026%
7/20/2026 Aspiriant LLC17,429$1.92M0.0%-2.3%0.009%
7/10/2026 Buska Wealth Management LLC9,180$1.01M0.4%N/A0.005%
7/10/2026 Heck Capital Advisors LLC38,051$4.20M0.3%-7.6%0.020%
7/10/2026 GenWealth Group Inc.17,317$1.91M0.3%+0.7%0.009%
7/10/2026 Fiduciary Financial Group LLC18,012$1.99M0.2%+6.3%0.009%
7/10/2026 Wealthcare Advisory Partners LLC2,736$302K0.0%-24.6%0.001%
7/9/2026 Revolve Wealth Partners LLC3,440$380K0.0%N/A0.002%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

7/9/2026 Ehrlich 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%
6/3/2026 Stillwater Private Wealth LLC2,950$325K0.3%N/A0.002%
6/3/2026 Parallel Advisors LLC35,420$3.91M0.1%-13.1%0.019%
6/3/2026 NewEdge Advisors LLC145,787$16.09M0.1%+1.6%0.078%
6/1/2026 Keel Point LLC8,487$937K0.1%-27.7%0.005%
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%
5/19/2026Silicon 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%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
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%


SHV Institutional Ownership - Frequently Asked Questions

During the previous two years, 873 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 750 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. ($1.11M).

Institutional investors have bought a total of 11,467,579 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

Of the 368 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: Mariner LLC ($723.36K), Wells Fargo & Company MN ($552.34K), Marks Wealth LLC ($472.35K), Northwestern Mutual Wealth Management Co. ($466.64K), Wealthspire Retirement LLC ($381.59K), UBS Group AG ($345.46K), and Wealthfront Advisers LLC ($343.21K).

Institutional investors have sold a total of 10,956,118 shares in the last 24 months. This volume of shares sold represents approximately $1.21B in transactions.


Related Companies

Institutional ownership data for NASDAQ:SHV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel