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iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$110.06 +0.01 (+0.01%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Short Treasury Bond ETF (NYSE:SHV)

Current
Institutional Ownership
Percentage
7.10%
Number of
Institutional Buyers
(last 12 months)
448
Total
Institutional Inflows
(last 12 months)
$1.30B
Number of
Institutional Sellers
(last 12 months)
377
Total
Institutional Outflows
(last 12 months)
$1.22B
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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
8/27/2026 Corient Private Wealth LP40,417$4.46M0.0%-9.6%0.022%
8/27/2026 Tucker Asset Management LLC41,403$4.57M1.1%-17.1%0.022%
8/26/2026 Principia Wealth Advisory LLC7,642$843K0.2%-11.6%0.004%
8/26/2026 HighTower Advisors LLC215,968$23.83M0.0%-1.3%0.115%
8/23/2026 Ameritas Advisory Services LLC20,019$2.21M0.0%+136.7%0.011%
8/23/2026 HB Wealth Management LLC42,908$4.74M0.0%+1.4%0.023%
8/22/2026 Advisory Solutions Group LLC4,108$453K0.2%N/A0.002%
8/22/2026 Compass Financial Management LLC6,255$690K0.1%N/A0.003%
8/22/2026 Markowski Investments9,407$1.04M0.2%N/A0.005%
8/22/2026 Highland Investment Advisors LLC162,201$17.90M7.7%N/A0.087%
8/22/2026 Legacy Wealth Managment LLC ID13,898$1.53M0.7%+25.0%0.007%
8/22/2026 LifePlan Investment Advisors Inc.3,652$403K0.1%-6.9%0.002%
8/22/2026 NWF Advisory Services Inc.2,203$243K0.0%-68.7%0.001%
8/22/2026 TD Waterhouse Canada Inc.35,849$3.95M0.0%+94.8%0.019%
8/22/2026 Premier Path Wealth Partners LLC34,233$3.78M0.4%+9.6%0.018%
8/22/2026 Concurrent Investment Advisors LLC16,860$1.86M0.0%-16.6%0.009%
8/21/2026 Lowery Thomas LLC12,428$1.37M0.7%+6.6%0.007%
8/21/2026 Greenspring Advisors LLC38,012$4.20M0.2%+2.6%0.020%
8/21/2026 Continuum Advisory LLC880$97K0.0%N/A0.000%
8/21/2026 Hudson Portfolio Management LLC28,310$3.12M2.3%+54.2%0.015%
8/21/2026 Coppell Advisory Solutions LLC13,593$1.50M0.3%N/A0.007%
8/21/2026 Pacifica Partners Inc.103,726$11.42M3.4%+34.8%0.055%
8/21/2026 Atticus Wealth Management LLC30,619$3.38M0.8%+69.6%0.016%
8/21/2026 KFA Private Wealth Group LLC150,488$16.61M4.5%-5.0%0.080%
8/21/2026 Chesapeake Wealth Management4,765$526K0.1%-7.7%0.003%
8/21/2026 Midwest Professional Planners LTD.113,969$12.58M2.4%-26.7%0.061%
8/21/2026 Triumph Capital Management2,593$286K0.1%-12.1%0.001%
8/21/2026 Solstein Capital LLC7,943$877K0.3%+52.9%0.004%
8/21/2026 Rinkey Investments4,944$546K0.1%+1.9%0.003%
8/20/2026 Proficio Capital Partners LLC23,995$2.65M0.1%-7.3%0.013%
8/20/2026 Nwam LLC4,061$448K0.0%+8.3%0.002%
8/20/2026 Rehmann Capital Advisory Group2,518$278K0.0%-79.4%0.001%
8/20/2026 Susquehanna International Group LLP77,386$8.54M0.0%+334.9%0.041%
8/20/2026 Sigma Planning Corp6,347$700K0.0%-6.4%0.003%
8/20/2026 Two Sigma Securities LLC2,125$234K0.0%-79.3%0.001%
8/20/2026 GTS Securities LLC47,371$5.23M0.1%+1,635.2%0.025%
8/20/2026 Northwestern Mutual Wealth Management Co.170,581$18.82M0.0%+6.3%0.091%
8/20/2026 Greenleaf Trust67,324$7.43M0.1%-0.3%0.036%
8/19/2026 Trustmark Bank Trust Department7,711$851K0.1%-12.5%0.004%
8/19/2026 Hsbc Holdings PLC178,734$19.72M0.0%-6.0%0.096%
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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%
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%
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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%


SHV Institutional Ownership - Frequently Asked Questions

During the previous two years, 879 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 757 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 11,822,471 shares in the last 24 months. This purchase volume represents approximately $1.30B in transactions.

Of the 377 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 11,022,779 shares in the last 24 months. This volume of shares sold represents approximately $1.22B in transactions.


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Institutional ownership data for NYSE:SHV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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