Free Trial

iShares Short Treasury Bond ETF (SHV) Institutional Ownership

→ This 1 Biotech Stock has been shocking the markets (From Huge Alerts) (Ad)
Free SHV Stock Alerts
$110.19
+0.04 (+0.04%)
(As of 09:04 AM ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestSocial Media

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)
513
Total
Institutional Inflows
(last 12 months)
$52.08B
Number of
Institutional Sellers
(last 12 months)
387
Total
Institutional Outflows
(last 12 months)
$7.56B
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Camarda Financial Advisors LLC106,745$11.80M4.8%-4.7%0.064%
5/8/2024TSA Wealth Managment LLC4,922$544K0.2%-74.6%0.003%
5/8/2024Ethos Financial Group LLC85,396$9.44M1.8%+2.8%0.051%
5/8/2024Bleakley Financial Group LLC6,166$682K0.0%-9.9%0.004%
5/8/2024Baron Wealth Management LLC3,246$359K0.2%-16.1%0.002%
5/8/2024Avantax Advisory Services Inc.35,214$3.89M0.0%-85.1%0.021%
5/8/2024US Bancorp DE73,248$8.10M0.0%-22.0%0.044%
5/7/2024 Meeder Asset Management Inc.120,655$13.34M0.8%N/A0.072%
5/7/2024 White Lighthouse Investment Management Inc.142,667$15.77M3.2%+15.6%0.085%
5/7/2024 Concurrent Investment Advisors LLC10,626$1.18M0.0%+4.8%0.006%
5/7/2024 Significant Wealth Partners LLC3,712$410K0.3%+44.5%0.002%
5/7/2024 Atomi Financial Group Inc.8,118$897K0.1%+36.0%0.005%
5/7/2024 Anchor Capital Advisors LLC449,642$49.70M1.3%-61.1%0.268%
5/7/2024 Montag A & Associates Inc.906$100K0.0%-60.0%0.001%
5/7/2024 49 Wealth Management LLC199,121$21.92M4.7%-0.1%0.119%
5/7/2024 Smithfield Trust Co143,033$15.81M0.8%+4.7%0.085%
5/7/2024 Adaptive Financial Consulting LLC63,049$6.97M3.1%N/A0.038%
5/7/2024 Hansen & Associates Financial Group Inc.657,489$72.55M41.9%+31.7%0.393%
5/7/2024 PFG Advisors2,589$286K0.0%-18.4%0.002%
5/7/2024 Oppenheimer & Co. Inc.267,369$29.56M0.5%+26.0%0.160%
5/7/2024 Wealthspire Advisors LLC2,043$226K0.0%N/A0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.22,641$2.50M0.0%+3.0%0.014%
5/6/2024 MGB Wealth Management LLC2,233$247K0.1%-6.7%0.001%
5/6/2024 Advisory Services Network LLC434,512$48.03M1.1%-14.2%0.259%
5/4/2024 Geneos Wealth Management Inc.8,585$949K0.0%-40.0%0.005%
5/4/2024 Gould Asset Management LLC CA21,292$2.35M0.6%-10.8%0.013%
5/4/2024 WBI Investments LLC2,276$252K0.1%-92.0%0.001%
5/4/2024 Paulson Wealth Management Inc.90,074$9.96M2.9%+2.6%0.053%
5/4/2024 Csenge Advisory Group2,228$246K0.0%-15.4%0.001%
5/3/2024 Avidian Wealth Solutions LLC2,710$300K0.0%-8.4%0.002%
5/3/2024 RIA Advisory Group LLC18,341$2.03M0.8%N/A0.011%
5/3/2024 Rehmann Capital Advisory Group10,973$1.21M0.1%+4.6%0.006%
5/3/2024 United Community Bank8,172$903K0.4%-7.3%0.005%
5/3/2024 Proficio Capital Partners LLC57,770$6.44M0.7%-21.7%0.034%
5/3/2024 Rinkey Investments12,853$1.42M0.5%+0.8%0.008%
5/3/2024 Whittier Trust Co.9,947$1.10M0.0%-39.7%0.006%
5/2/2024 Mutual Advisors LLC73,138$8.09M0.3%-9.3%0.043%
5/2/2024 Salomon & Ludwin LLC13,250$1.47M0.1%+4.5%0.008%
5/2/2024 FinTrust Capital Advisors LLC1,905$211K0.0%+110.5%0.001%
5/2/2024 Choreo LLC30,304$3.35M0.1%-73.3%0.018%
Trump Asset Seizure Threat Alert: Could Your Savings Be Next? (Ad)

Trump Asset Seizures Threat A Warning For 401K Owners?

Request Your FREE WEALTH PROTECTION GUIDE
5/2/2024 High Note Wealth LLC5,869$649K0.2%-4.6%0.003%
5/1/2024 KFA Private Wealth Group LLC218,091$24.11M7.5%+6.0%0.129%
5/1/2024 1834 Investment Advisors Co.38,273$4.23M0.5%+7.3%0.023%
5/1/2024 Janney Montgomery Scott LLC227,517$25.15M0.1%+13.8%0.134%
5/1/2024 BNP Paribas Financial Markets211,798$23.41M0.0%+70.2%0.125%
5/1/2024 Precision Wealth Strategies LLC17,023$1.88M1.8%-7.5%0.010%
5/1/2024 Sequoia Financial Advisors LLC54,429$6.02M0.1%-54.0%0.032%
5/1/2024 Diversify Advisory Services LLC18,596$2.05M0.1%N/A0.011%
4/30/2024 Private Advisor Group LLC57,485$6.35M0.0%+65.9%0.034%
4/30/2024 J.W. Cole Advisors Inc.51,026$5.64M0.3%+1.2%0.030%
4/30/2024 Astor Investment Management LLC55,703$6.16M2.4%-28.9%0.033%
4/30/2024 TFC Financial Management Inc.228,102$25.21M4.5%+3.8%0.135%
4/30/2024 Fortis Group Advisors LLC28,913$3.20M0.6%-68.0%0.017%
4/30/2024 Foundry Financial Group Inc.11,259$1.25M0.9%+1.8%0.007%
4/30/2024 Woodward Diversified Capital LLC4,660$515K0.3%-25.2%0.003%
4/30/2024Concord Wealth Partners170,424$18.84M3.4%+7.7%0.101%
4/30/2024 Fountainhead AM LLC30,292$3.35M0.8%+5.6%0.018%
4/30/2024 Wooster Corthell Wealth Management Inc.9,880$1.09M0.2%+78.7%0.006%
4/30/2024 Arkadios Wealth Advisors12,985$1.44M0.1%-21.8%0.008%
4/30/2024 Perigon Wealth Management LLC16,186$1.79M0.1%+12.6%0.010%
4/30/2024 Mayflower Financial Advisors LLC6,586$728K0.1%-49.2%0.004%
4/29/2024Commonwealth Equity Services LLC175,423$19.39M0.0%+14.7%0.103%
4/29/2024 Greenleaf Trust9,882$1.09M0.0%-8.3%0.006%
4/29/2024 Principal Financial Group Inc.10,865$1.20M0.0%-57.0%0.006%
4/29/2024 Onyx Bridge Wealth Group LLC153,474$16.95M3.0%-4.2%0.091%
4/29/2024 Sierra Capital LLC29,943$3.31M0.4%-15.0%0.018%
4/29/2024 Crescent Grove Advisors LLC13,051$1.44M0.2%-23.2%0.008%
4/29/2024 PBMares Wealth Management LLC2,456$271K0.1%-7.6%0.001%
4/27/2024 Fonville Wealth Management LLC2,409$266K0.1%+8.4%0.001%
4/26/2024 Carlton Hofferkamp & Jenks Wealth Management LLC48,709$5.38M2.3%-18.8%0.029%
4/26/2024 Clear Creek Financial Management LLC16,853$1.86M0.2%+188.1%0.010%
4/26/2024 Acute Investment Advisory LLC112,578$12.44M8.3%+1.5%0.066%
4/26/2024 Meridian Wealth Management LLC60,097$6.64M1.1%+31.0%0.035%
4/25/2024 One Day In July LLC138,455$15.31M2.0%-1.2%0.082%
4/25/2024 Strategy Asset Managers LLC16,555$1.83M0.4%+34.7%0.010%
4/25/2024 Capital Investment Advisory Services LLC2,800$310K0.0%-6.7%0.002%
4/25/2024 Triumph Capital Management8,083$894K0.4%-5.2%0.005%
4/25/2024 Seven Post Investment Office LP116,630$12.89M3.1%+13.1%0.069%
4/25/2024 Benedict Financial Advisors Inc.2,176$241K0.1%N/A0.001%
4/25/2024 GFS Advisors LLC84,294$9.32M1.5%-27.3%0.050%
4/25/2024 Whalen Wealth Management Inc.207,565$22.94M17.0%+0.9%0.122%
4/25/2024 Summit Financial LLC31,350$3.47M0.2%N/A0.018%
4/24/2024 Private Trust Co. NA13,770$1.52M0.2%+257.8%0.008%
4/24/2024 CENTRAL TRUST Co2,275$251K0.0%N/A0.001%
4/24/2024 Oak Family Advisors LLC23,672$2.62M1.0%+100.1%0.014%
4/24/2024 Pinnacle Wealth Management Group Inc.2,680$296K0.2%N/A0.002%
4/24/2024 Townsend & Associates Inc467,090$51.56M5.9%+2.5%0.275%
4/24/2024 Premier Path Wealth Partners LLC22,384$2.44M0.5%N/A0.013%
4/24/2024 Greenspring Advisors LLC15,088$1.67M0.4%-1.5%0.009%
4/24/2024 Marino Stram & Associates LLC10,662$1.18M0.3%+10.6%0.006%
Trump Asset Seizure Threat Alert: Could Your Savings Be Next? (Ad)

Trump Asset Seizures Threat A Warning For 401K Owners?

Request Your FREE WEALTH PROTECTION GUIDE
4/24/2024 SOL Capital Management CO26,233$2.90M0.4%+93.2%0.016%
4/24/2024 Simplicity Wealth LLC8,665$958K0.0%N/A0.005%
4/24/2024 Archford Capital Strategies LLC53,308$5.89M1.0%-0.2%0.032%
4/24/2024 Spire Wealth Management38,916$4.30M0.2%+5.6%0.023%
4/23/2024 Charter Oak Capital Management LLC2,762$305K0.0%-24.3%0.002%
4/23/2024 Bfsg LLC12,841$1.42M0.2%+52.1%0.008%
4/23/2024 Milestone Asset Management LLC20,325$2.25M0.6%N/A0.012%
4/23/2024 Global Retirement Partners LLC288,037$31.84M1.2%-0.8%0.170%
4/23/2024 Rational Advisors LLC1,422$157K0.0%N/A0.001%
4/23/2024 McAdam LLC4,208$465K0.0%-23.9%0.002%
(Data available from 1/1/2016 forward)

SHV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHV shares?

During the previous two years, 835 institutional investors and hedge funds held shares of iShares Short Treasury Bond ETF. The most heavily invested institutionals were Milliman Financial Risk Management LLC ($2.00B), Morgan Stanley ($833.45M), BlackRock Inc. ($742.80M), Bank of America Corp DE ($442.14M), Wells Fargo & Company MN ($419.92M), Charles Schwab Investment Management Inc. ($361.22M), and Clark Capital Management Group Inc. ($339.33M).Learn more on SHV's institutional investors.

What percentage of iShares Short Treasury Bond ETF stock is owned by institutional investors?

7.10% of iShares Short Treasury Bond ETF 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 stock?

Of the 761 institutional investors that purchased iShares Short Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gateway Advisory LLC ($189.52M), JPMorgan Chase & Co. ($32.92M), Exchange Traded Concepts LLC ($14.36M), Milliman Financial Risk Management LLC ($9.60M), BlackRock Inc. ($4.33M), Grimes & Company Inc. ($3.43M), and Charles Schwab Investment Management Inc. ($3.32M).

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

Institutional investors have bought a total of 338,581,412 shares in the last 24 months. This purchase volume represents approximately $72.32B in transactions.

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

Of the 501 institutional investors that sold iShares Short Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($35.46M), Exchange Traded Concepts LLC ($14.32M), Freestone Capital Holdings LLC ($6.49M), Envestnet Asset Management Inc. ($4.58M), BlackRock Inc. ($3.79M), Grimes & Company Inc. ($3.42M), and Milliman Financial Risk Management LLC ($2.86M).

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

Institutional investors have sold a total of 115,761,191 shares in the last 24 months. This volume of shares sold represents approximately $19.42B in transactions.


Related Companies:
This page (NASDAQ:SHV) was last updated on 5/9/2024 by MarketBeat.com Staff

From Our Partners
Tech GIANT’s Plans to Revolutionize Crypto…
Crypto 101 Media
Dems have chosen Biden replacement?
Paradigm Press
This 1 Biotech Stock has been shocking the markets
Huge Alerts
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
He Is Giving Away Bitcoin
Crypto Swap Profits
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Urgent Nvidia Warning
Altimetry
Trump’s “Tax Free” Retirement Strategy
Gold Safe Exchange