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iShares Short Treasury Bond ETF (SHV) Institutional Ownership

iShares Short Treasury Bond ETF logo
$110.18 +0.01 (+0.01%)
As of 12:34 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)
452
Total
Institutional Inflows
(last 12 months)
$1.30B
Number of
Institutional Sellers
(last 12 months)
375
Total
Institutional Outflows
(last 12 months)
$1.32B
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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
10/13/2026Fermata Advisors LLC25,386$2.80M0.5%+1.0%0.012%
10/10/2026Armstrong Advisory Group Inc.5,405$596K0.0%-1.7%0.003%
10/9/2026Balefire LLC37,143$4.10M0.6%+298.6%0.017%
10/9/2026Castle Rock Wealth Management LLC51,122$5.63M1.1%+783.4%0.024%
10/9/2026Wedmont Private Capital3,663$403K0.0%+75.4%0.002%
10/9/2026Pacifica Partners Inc.101,696$11.19M3.5%-2.0%0.047%
10/9/2026Stableford Capital II LLC170,904$18.85M6.3%+3.6%0.080%
10/8/2026Professional Advisory Services Inc.18,377$2.03M0.2%+44.9%0.009%
10/8/2026Farther Finance Advisors LLC186,738$20.60M0.1%+1.9%0.087%
10/8/2026CoreCap Advisors LLC25,260$2.79M0.1%-4.7%0.012%
10/8/2026Apella Capital LLC75,945$8.36M0.1%+2,186.8%0.036%
10/8/2026Whalen Wealth Management Inc.75,067$8.28M3.6%-3.7%0.035%
10/8/2026Buska Wealth Management LLC12,745$1.41M0.5%+38.8%0.006%
10/7/2026Dominguez Wealth Management Solutions Inc.3,869$427K0.2%-42.2%0.002%
10/7/2026KFA Private Wealth Group LLC148,856$16.42M3.9%-1.1%0.070%
10/7/2026Baring Financial LLC49,276$5.44M2.9%+0.7%0.023%
10/7/2026Wealth Enhancement Trust Services Inc.10,173$1.12M0.1%+318.3%0.005%
10/7/2026Benedict Financial Advisors Inc.19,713$2.18M0.4%+1.6%0.009%
10/7/2026Kwmg LLC140,701$15.52M1.1%+6.6%0.066%
10/7/2026Lake Hills Wealth Management LLC5,248$579K0.3%+38.3%0.002%
10/7/2026Weaver Consulting Group15,924$1.76M0.3%-3.0%0.007%
10/6/2026Bank of New Hampshire256$28K0.0%N/A0.000%
10/6/2026Ables Iannone Moore & Associates Inc.2,232$246K0.1%N/A0.001%
10/1/2026 Noble Wealth Management PBC235$26K0.0%-82.3%0.000%
9/25/2026Atomic Invest LLC12,235$1.35M0.1%N/A0.006%
9/23/2026Envestnet Portfolio Solutions Inc.6,991$771K0.0%-91.0%0.004%
9/23/2026Envestnet Asset Management Inc.1,019,769$112.53M0.0%-47.8%0.525%
9/21/2026Silicon Valley Capital Partners143,321$15.82M1.4%+11.7%0.074%
9/9/2026Miramontes Capital LLC8,515$940K0.3%-1.2%0.005%
9/9/2026Tortoise Investment Management LLC3,170$350K0.0%-17.9%0.002%
9/9/2026IPG Investment Advisors LLC154,873$17.09M2.5%+18.6%0.083%
9/9/2026Archford Capital Strategies LLC11,155$1.23M0.1%+133.6%0.006%
9/9/2026SVB Wealth LLC14,925$1.65M0.1%-3.0%0.008%
9/9/2026Insight Wealth Partners LLC5,616$620K0.1%+6.7%0.003%
9/9/2026NorthRock Partners LLC4,522$499K0.0%-15.9%0.002%
9/9/2026Integrated Wealth Concepts LLC84,575$9.33M0.1%+41.6%0.045%
9/9/2026RFG Advisory LLC73,936$8.16M0.1%+1.4%0.040%
9/9/2026NewEdge Advisors LLC149,301$16.48M0.0%+2.4%0.080%
9/9/2026IFP Advisors Inc64,258$7.09M0.1%+9.2%0.034%
9/9/2026Roble Belko & Company Inc6,425$709K0.1%-8.6%0.003%
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9/9/2026Baird Financial Group Inc.9,414$1.04M0.0%-48.1%0.005%
9/8/2026Allworth Financial LP11,874$1.31M0.0%-21.4%0.006%
9/8/2026Waverly Advisors LLC20,482$2.26M0.0%+18.2%0.011%
9/8/2026Cunning Capital Partners LP2,300$254K0.1%-8.0%0.001%
9/3/2026Anchor Capital Advisors LLC82,035$9.05M0.2%-39.1%0.044%
8/27/2026Corient Private Wealth LP40,417$4.46M0.0%-9.6%0.022%
8/27/2026Tucker Asset Management LLC41,403$4.57M1.1%-17.1%0.022%
8/26/2026Principia Wealth Advisory LLC7,642$843K0.2%-11.6%0.004%
8/26/2026HighTower Advisors LLC215,968$23.83M0.0%-1.3%0.115%
8/23/2026Ameritas Advisory Services LLC20,019$2.21M0.0%+136.7%0.011%
8/23/2026HB Wealth Management LLC42,908$4.74M0.0%+1.4%0.023%
8/22/2026Advisory Solutions Group LLC4,108$453K0.2%N/A0.002%
8/22/2026Compass Financial Management LLC6,255$690K0.1%N/A0.003%
8/22/2026Markowski Investments9,407$1.04M0.2%N/A0.005%
8/22/2026Highland Investment Advisors LLC162,201$17.90M7.7%N/A0.087%
8/22/2026Legacy Wealth Managment LLC ID13,898$1.53M0.7%+25.0%0.007%
8/22/2026LifePlan Investment Advisors Inc.3,652$403K0.1%-6.9%0.002%
8/22/2026NWF Advisory Services Inc.2,203$243K0.0%-68.7%0.001%
8/22/2026TD Waterhouse Canada Inc.35,849$3.95M0.0%+94.8%0.019%
8/22/2026Premier Path Wealth Partners LLC34,233$3.78M0.4%+9.6%0.018%
8/22/2026Concurrent Investment Advisors LLC16,860$1.86M0.0%-16.6%0.009%
8/21/2026Lowery Thomas LLC12,428$1.37M0.7%+6.6%0.007%
8/21/2026Greenspring Advisors LLC38,012$4.20M0.2%+2.6%0.020%
8/21/2026Continuum Advisory LLC880$97K0.0%N/A0.000%
8/21/2026Hudson Portfolio Management LLC28,310$3.12M2.3%+54.2%0.015%
8/21/2026Coppell Advisory Solutions LLC13,593$1.50M0.3%N/A0.007%
8/21/2026Pacifica Partners Inc.103,726$11.42M3.4%+34.8%0.055%
8/21/2026Atticus Wealth Management LLC30,619$3.38M0.8%+69.6%0.016%
8/21/2026KFA Private Wealth Group LLC150,488$16.61M4.5%-5.0%0.080%
8/21/2026Chesapeake Wealth Management4,765$526K0.1%-7.7%0.003%
8/21/2026Midwest Professional Planners LTD.113,969$12.58M2.4%-26.7%0.061%
8/21/2026Triumph Capital Management2,593$286K0.1%-12.1%0.001%
8/21/2026Solstein Capital LLC7,943$877K0.3%+52.9%0.004%
8/21/2026Rinkey Investments4,944$546K0.1%+1.9%0.003%
8/20/2026Proficio Capital Partners LLC23,995$2.65M0.1%-7.3%0.013%
8/20/2026Nwam LLC4,061$448K0.0%+8.3%0.002%
8/20/2026Rehmann Capital Advisory Group2,518$278K0.0%-79.4%0.001%
8/20/2026Susquehanna International Group LLP77,386$8.54M0.0%+334.9%0.041%
8/20/2026Sigma Planning Corp6,347$700K0.0%-6.4%0.003%
8/20/2026Two Sigma Securities LLC2,125$234K0.0%-79.3%0.001%
8/20/2026GTS Securities LLC47,371$5.23M0.1%+1,635.2%0.025%
8/20/2026Northwestern Mutual Wealth Management Co.170,581$18.82M0.0%+6.3%0.091%
8/20/2026Greenleaf Trust67,324$7.43M0.1%-0.3%0.036%
8/19/2026Trustmark Bank Trust Department7,711$851K0.1%-12.5%0.004%
8/19/2026Hsbc Holdings PLC178,734$19.72M0.0%-6.0%0.096%
8/12/2026Heartland Bank & Trust Co25,153$2.78M0.6%N/A0.013%
8/12/2026C M Bidwell & Associates Ltd.526$58K0.0%N/A0.000%
7/25/2026Udine Wealth Management Inc.101,750$11.23M4.6%-7.7%0.054%
7/25/2026a16z Perennial Management L.P.58,374$6.44M0.5%N/A0.031%
7/25/2026James Investment Research Inc.29,382$3.24M0.3%-5.6%0.016%
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7/25/2026Investment Partners Asset Management Inc.4,515$498K0.3%-11.6%0.002%
7/25/2026Roble Belko & Company Inc6,425$709K0.1%-8.6%0.003%
7/24/2026D.A. Davidson & CO.74,728$8.25M0.0%+28.8%0.040%
7/24/2026Leelyn Smith LLC17,519$1.93M0.2%+72.4%0.009%
7/24/2026Signaturefd LLC7,580$836K0.0%-1.6%0.004%
7/24/2026Vista Capital Partners Inc.7,952$878K0.1%N/A0.004%
7/24/2026Financial Consulate Inc.347,758$38.38M4.3%+5.8%0.185%
7/24/2026Forum Financial Management LP33,062$3.65M0.0%-19.5%0.018%
7/23/2026Nations Financial Group Inc. IA ADV7,619$841K0.0%+3.1%0.004%
7/23/2026Capital Investment Advisory Services LLC2,406$266K0.0%-8.8%0.001%


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 752 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 11,813,666 shares in the last 24 months. This purchase volume represents approximately $1.30B in transactions.

Of the 375 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: Envestnet Asset Management Inc. ($1.01M), 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), and UBS Group AG ($345.46K).

Institutional investors have sold a total of 11,985,531 shares in the last 24 months. This volume of shares sold represents approximately $1.32B in transactions.


Related Companies

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 10/13/2026. New 13F filings are added each quarter as they're published.
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