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iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$110.12 +0.01 (+0.01%)
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)
563
Total
Institutional Inflows
(last 12 months)
$2.31B
Number of
Institutional Sellers
(last 12 months)
431
Total
Institutional Outflows
(last 12 months)
$1.98B
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Midwest 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%
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%
5/5/2026 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%
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%
4/28/2026 B.O.S.S. Retirement Advisors LLC2,774$306K0.1%N/A0.001%
4/28/2026 Walkner Condon Financial Advisors LLC1,863$206K0.0%N/A0.001%
4/28/2026 Latitude Advisors LLC14,370$1.59M0.7%N/A0.008%
4/27/2026 Burford Brothers Inc.12,009$1.33M0.5%N/A0.006%
4/27/2026 HB Wealth Management LLC42,329$4.67M0.0%+0.8%0.023%
4/27/2026 Arrien Investments Inc.9,544$1.05M0.6%-6.5%0.005%
4/27/2026 Leelyn Smith LLC10,159$1.12M0.2%+43.7%0.005%
4/27/2026 World Investment Advisors12,572$1.39M0.0%+60.3%0.007%
4/27/2026 Private Advisor Group LLC51,178$5.65M0.0%+5.8%0.027%
4/27/2026 Client First Capital LLC285,502$31.52M13.7%-13.0%0.152%
4/27/2026 Financial Plan Inc.19,275$2.13M0.2%-3.3%0.010%
4/27/2026 Sound Income Strategies LLC1,206$133K0.0%+17,128.6%0.001%
4/25/2026 Keybank National Association OH57,140$6.31M0.0%+22.0%0.030%
4/25/2026 Able Wealth Management LLC384,120$42.40M11.3%+3.8%0.204%
4/25/2026 Heritage Oak Wealth Advisors LLC3,505$387K0.1%-13.7%0.002%
4/25/2026 Innova Wealth Partners3,559$393K0.2%-34.9%0.002%
4/24/2026 Root Financial Partners LLC2,671$295K0.0%-10.0%0.001%
4/24/2026 Merited Wealth LLC2,339$258K0.2%+13.1%0.001%
4/24/2026 Argent Advisors Inc.26,181$2.89M0.8%-27.6%0.014%
4/24/2026 James Investment Research Inc.31,125$3.44M0.4%-2.3%0.017%
4/24/2026 American Institute for Advanced Investment Management LLP2,550$281K0.2%+9.9%0.001%
4/24/2026 Flagship Private Wealth LLC3,840$424K0.2%-24.8%0.002%
4/24/2026 Alexis Investment Partners LLC31,821$3.51M2.4%-6.7%0.017%
4/24/2026 Impact Partnership Wealth LLC26,211$2.89M0.4%-10.8%0.014%
4/23/2026 Premier Path Wealth Partners LLC31,231$3.45M0.4%-32.0%0.017%
4/23/2026 Foundry Financial Group Inc.22,021$2.43M1.2%+6.1%0.012%
4/23/2026 Mayflower Financial Advisors LLC5,896$651K0.1%+2.0%0.003%
4/23/2026 Forum Financial Management LP41,066$4.53M0.1%+22.4%0.022%
4/23/2026 Grand Central Investment Group6,559$724K0.5%+2.5%0.003%
4/23/2026 North Star Investment Management Corp.47,389$5.23M0.3%+214.9%0.025%
4/23/2026 Networth Advisors LLC1,112$123K0.1%+631.6%0.001%
4/23/2026 TRU Independence Asset Management 2 LLC12,077$1.33M0.8%-45.5%0.006%
4/23/2026 Formidable Asset Management LLC22,860$2.52M0.4%+233.0%0.012%
4/22/2026 Patton Fund Management Inc.35,155$3.88M0.7%+2.4%0.019%
4/22/2026 Ifrah Financial Services Inc.11,862$1.31M0.3%+17.1%0.006%
4/22/2026 Janney Montgomery Scott LLC233,896$25.82M0.1%+44.1%0.123%
4/22/2026 Onyx Bridge Wealth Group LLC77,423$8.55M0.9%-10.5%0.041%
4/22/2026 MFA Wealth Services3,215$355K0.2%-12.5%0.002%
4/22/2026 Larry Mathis Financial Planning LLC51,532$5.69M5.1%+633.7%0.027%
4/22/2026 Trilogy Capital Inc.35,742$3.95M0.2%-15.0%0.019%
4/22/2026 Realta Investment Advisors20,674$2.28M0.8%+2.8%0.011%
4/22/2026 Cambient Family Office LLC56,489$6.24M0.9%+8.5%0.030%
4/22/2026 Keystone Financial Group Inc.33,280$3.67M1.9%+0.4%0.018%
4/21/2026 Maseco LLP332,850$36.74M1.2%-2.3%0.175%
4/21/2026 OLD National Bancorp IN13,498$1.49M0.0%-41.7%0.007%
4/21/2026 Fairvoy Private Wealth LLC144,859$15.99M3.8%+8.3%0.076%
4/21/2026 Silver Oak Securities Incorporated10,473$1.16M0.1%-3.9%0.006%
4/21/2026 Fiduciary Alliance LLC2,833$312K0.0%-91.3%0.001%
4/20/2026 Kestra Private Wealth Services LLC2,467$272K0.0%-94.9%0.001%
4/20/2026 Chatterton & Associates Inc.4,257$469K0.3%-5.6%0.002%
4/20/2026 Ritholtz Wealth Management28,680$3.17M0.1%+2.2%0.015%
4/20/2026 KFA Private Wealth Group LLC158,415$17.49M4.2%+0.2%0.084%
4/20/2026 MinichMacGregor Wealth Management LLC93,278$10.30M1.8%+6.9%0.049%
4/20/2026 Friedenthal Financial1,083$120K0.1%+170.1%0.001%
4/20/2026 Oak Family Advisors LLC90,593$10.00M2.8%+3.6%0.048%
4/20/2026 RFG Advisory LLC72,933$8.05M0.1%-7.2%0.038%
4/20/2026 Apella Capital LLC3,899$430K0.0%-38.5%0.002%
4/20/2026 Consilium Wealth Advisory LLC9,125$1.01M0.3%-2.9%0.005%
4/20/2026 Hixon Zuercher LLC47,842$5.28M1.6%+0.7%0.025%
4/18/2026 EdgeRock Capital LLC4,246$469K0.1%-38.6%0.002%


SHV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHV shares?

During the previous two years, 898 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), Bank of America Corp DE ($353.02M), LPL Financial LLC ($337.43M), UBS Group AG ($199.31M), and Wealth Enhancement Advisory Services LLC ($179.67M).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 776 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), Raymond James Financial Inc. ($1.61M), Marks Wealth LLC ($1.41M), Oakworth Capital Inc. ($1.40M), and Wealthfront Advisers LLC ($1.22M).

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

Institutional investors have bought a total of 20,947,135 shares in the last 24 months. This purchase volume represents approximately $2.31B in transactions.

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

Of the 429 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), Northwestern Mutual Wealth Management Co. ($1.38M), Mariner LLC ($723.36K), Betterment LLC ($597.08K), Wells Fargo & Company MN ($552.34K), Federation des caisses Desjardins du Quebec ($541.56K), and Bulltick Wealth Management LLC ($513.73K).

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

Institutional investors have sold a total of 17,935,530 shares in the last 24 months. This volume of shares sold represents approximately $1.98B in transactions.


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