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iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$110.36 +0.03 (+0.03%)
As of 03:57 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)
500
Total
Institutional Inflows
(last 12 months)
$1.77B
Number of
Institutional Sellers
(last 12 months)
404
Total
Institutional Outflows
(last 12 months)
$1.48B
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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
7/25/2026 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%
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%
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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%
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%
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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%
5/8/2026 Alpha 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%


SHV Institutional Ownership - Frequently Asked Questions

During the previous two years, 888 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 770 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 16,006,603 shares in the last 24 months. This purchase volume represents approximately $1.77B in transactions.

Of the 403 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), Ausdal Financial Partners Inc. ($498.53K), Marks Wealth LLC ($472.35K), Northwestern Mutual Wealth Management Co. ($466.64K), Betterment LLC ($412.65K), and Wealthspire Retirement LLC ($381.59K).

Institutional investors have sold a total of 13,394,134 shares in the last 24 months. This volume of shares sold represents approximately $1.48B in transactions.


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This page (NASDAQ:SHV) was last updated on 7/29/2026 by MarketBeat.com Staff.
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