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iShares Short Treasury Bond ETF (SHV) Institutional Ownership

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$110.30
+0.03 (+0.03%)
(As of 05/16/2024 ET)
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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)
493
Total
Institutional Inflows
(last 12 months)
$8.89B
Number of
Institutional Sellers
(last 12 months)
379
Total
Institutional Outflows
(last 12 months)
$6.29B
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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
5/17/2024Coppell Advisory Solutions Corp.51,900$5.74M1.1%N/A0.031%
5/16/2024Jane Street Group LLC144,648$15.99M0.0%-2.8%0.086%
5/16/2024Sugar Maple Asset Management LLC3,623$400K0.4%N/A0.002%
5/16/2024Innova Wealth Partners8,370$925K0.7%-29.9%0.005%
5/16/2024B. Riley Wealth Advisors Inc.38,199$4.22M0.1%+12.6%0.023%
5/15/2024 Ascent Group LLC14,558$1.61M0.1%+1.2%0.009%
5/15/2024 SVB Wealth LLC308,754$34.13M0.8%-59.8%0.183%
5/15/2024 Transcendent Capital Group LLC13,018$1.44M0.8%-55.8%0.008%
5/15/2024 Mount Yale Investment Advisors LLC4,276$473K0.0%-73.2%0.003%
5/15/2024 Lazard Asset Management LLC660$72K0.0%-61.4%0.000%
5/15/2024 Quadrature Capital Ltd43,704$4.83M0.1%N/A0.026%
5/14/2024 Axxcess Wealth Management LLC32,429$3.59M0.1%+0.5%0.019%
5/14/2024 EP Wealth Advisors LLC2,483$274K0.0%-31.7%0.001%
5/14/2024 CreativeOne Wealth LLC18,979$2.10M0.1%+230.9%0.011%
5/14/2024 Mattern Capital Management LLC3,663$405K0.1%+3.0%0.002%
5/14/2024 Leelyn Smith LLC3,108$344K0.1%+10.8%0.002%
5/14/2024 Karpus Management Inc.23,000$2.54M0.1%+70.2%0.014%
5/13/2024 Mader & Shannon Wealth Management Inc.277,417$30.67M17.2%-9.2%0.164%
5/13/2024 O Shaughnessy Asset Management LLC253,725$28.05M0.3%-59.0%0.150%
5/11/2024 Resurgent Financial Advisors LLC1,823$202K0.1%-12.6%0.001%
5/11/2024 Cynosure Group LLC554,715$61.32M11.0%-6.4%0.328%
5/11/2024 Capital Wealth Alliance LLC74,325$8.22M4.9%+39.8%0.044%
5/11/2024 Jacobi Capital Management LLC7,380$816K0.1%+5.0%0.004%
5/11/2024 Patten & Patten Inc. TN2,125$235K0.0%N/A0.001%
5/10/2024 Osaic Holdings Inc.861,955$95.29M0.2%-4.6%0.510%
5/10/2024 Spirepoint Private Client LLC9,760$1.08M0.2%N/A0.006%
5/10/2024 ARK & TLK Investments LLC6,021$666K0.2%-27.9%0.004%
5/10/2024 Banco Santander S.A.341,869$37.79M0.5%+15.8%0.202%
5/10/2024 J.Safra Asset Management Corp250$28K0.0%+78.6%0.000%
5/10/2024 GM Advisory Group LLC620,449$68.58M4.8%-14.8%0.367%
5/10/2024 Nwam LLC1,984$218K0.0%-44.4%0.001%
5/9/2024 Forum Financial Management LP32,007$3.54M0.1%+17.6%0.019%
5/9/2024 Private Portfolio Partners LLC8,734$965K0.2%-3.6%0.005%
5/9/2024 Blair William & Co. IL6,235$689K0.0%-6.5%0.004%
5/9/2024 Orion Portfolio Solutions LLC23,058$2.55M0.0%-71.0%0.014%
5/9/2024 Midwest Professional Planners LTD.23,696$2.62M0.9%+367.1%0.014%
5/9/2024 Delta Investment Management LLC192,057$21.23M4.8%+52.1%0.114%
5/9/2024 TBH Global Asset Management LLC34,119$3.77M0.8%+9.0%0.020%
5/9/2024 SageView Advisory Group LLC5,915$654K0.0%+7.4%0.003%
5/9/2024 Patton Fund Management Inc.32,821$3.63M0.7%+4.7%0.020%
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5/9/2024 Koshinski Asset Management Inc.10,415$1.15M0.1%+38.5%0.006%
5/8/2024 Camarda Financial Advisors LLC106,745$11.80M4.8%-4.7%0.064%
5/8/2024 TSA Wealth Managment LLC4,922$544K0.2%-74.6%0.003%
5/8/2024 Ethos Financial Group LLC85,396$9.44M1.8%+2.8%0.051%
5/8/2024 Bleakley Financial Group LLC6,166$682K0.0%-9.9%0.004%
5/8/2024 Baron Wealth Management LLC3,246$359K0.2%-16.1%0.002%
5/8/2024 Avantax Advisory Services Inc.35,214$3.89M0.0%-85.1%0.021%
5/8/2024 US 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%
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%
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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%
(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 Banco Bilbao Vizcaya Argentaria S.A. ($292.06M).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 758 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. ($29.12M), Exchange Traded Concepts LLC ($14.36M), Milliman Financial Risk Management LLC ($9.60M), Grimes & Company Inc. ($3.43M), Charles Schwab Investment Management Inc. ($3.32M), and SVB Wealth LLC ($3.32M).

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

Institutional investors have bought a total of 323,976,612 shares in the last 24 months. This purchase volume represents approximately $69.08B in transactions.

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

Of the 504 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 SVB Wealth LLC ($3.01M).

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

Institutional investors have sold a total of 116,560,754 shares in the last 24 months. This volume of shares sold represents approximately $19.47B in transactions.


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This page (NASDAQ:SHV) was last updated on 5/17/2024 by MarketBeat.com Staff

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