SHV Institutional Ownership
iShares Trust iShares 0-1 Year Treasury Bond ETF
1W: +0.1%
1M: +0.0%
3M: -0.0%
YTD: +0.2%
1Y: +0.9%
3Y: +11.1%
5Y: +16.1%
$110.07
+0.02 (+0.02%)
Weekly Expected Move ±0.2%
$110
$110
$110
$110
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Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — SHV
801
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
10B
Total Invested
61
New Positions
261
Increased
381
Reduced
71
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (854 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 18,148,134 | 2.0B | +273,776 | +1.5% | 8Q | SEC ↗ |
| 2 | MORGAN STANLEY | 5,415,604 | $596M | -198,094 | -3.5% | 60Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 4,646,794 | $511M | -590,757 | -11.3% | 77Q | SEC ↗ |
| 4 | LPL Financial LLC | 3,934,832 | $433M | +562,554 | +16.7% | 53Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 3,198,846 | $352M | +200,786 | +6.7% | 15Q | SEC ↗ |
| 6 | Wealthfront Advisers LLC | 2,133,613 | $235M | +85,574 | +4.2% | 14Q | SEC ↗ |
| 7 | Wealthspire Retirement, LLC | 1,478,117 | $163M | +443,386 | +42.9% | 10Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 1,445,040 | $159M | +112,722 | +8.5% | 7Q | SEC ↗ |
| 9 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1,444,594 | $159M | +11,705 | +0.8% | 25Q | SEC ↗ |
| 10 | UBS Group AG | 1,399,431 | $154M | -272,973 | -16.3% | 47Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 1,380,764 | $152M | -117,760 | -7.9% | 59Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 1,298,292 | $143M | -71,369 | -5.2% | 67Q | SEC ↗ |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,111,769 | $122M | +112,087 | +11.2% | 16Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 1,019,769 | $112M | -933,126 | -47.8% | 78Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 1,001,611 | $110M | -94,441 | -8.6% | 16Q | SEC ↗ |
| 16 | Ausdal Financial Partners, Inc. | 817,426 | $90M | +390,349 | +91.4% | 16Q | SEC ↗ |
| 17 | Trust Co | 806,478 | $89M | +15,979 | +2.0% | 15Q | SEC ↗ |
| 18 | Americana Partners, LLC | 772,181 | $85M | -12,412 | -1.6% | 13Q | SEC ↗ |
| 19 | Marks Wealth, LLC | 756,645 | $83M | -1,401,536 | -64.9% | 6Q | SEC ↗ |
| 20 | ASSETMARK, INC | 736,803 | $81M | +66,139 | +9.9% | 52Q | SEC ↗ |
| 21 | STIFEL FINANCIAL CORP | 672,540 | $74M | -212,139 | -24.0% | 43Q | SEC ↗ |
| 22 | Townsend & Associates, Inc | 664,440 | $73M | +18,481 | +2.9% | 15Q | SEC ↗ |
| 23 | OAKWORTH CAPITAL, INC. | 610,581 | $67M | -88,137 | -12.6% | 9Q | SEC ↗ |
| 24 | White Lighthouse Investment Management | 606,646 | $67M | +87,145 | +16.8% | 35Q | SEC ↗ |
| 25 | Betterment LLC | 599,791 | $66M | -52,027 | -8.0% | 47Q | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 589,227 | $65M | +33,892 | +6.1% | 31Q | SEC ↗ |
| 27 | Foundations Investment Advisors, LLC | 587,723 | $65M | +193,745 | +49.2% | 16Q | SEC ↗ |
| 28 | Cynosure Group, LLC | 545,206 | $60M | -1,216 | -0.2% | 13Q | SEC ↗ |
| 29 | TRUIST FINANCIAL CORP | 539,468 | $59M | -631 | -0.1% | 33Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 528,797 | $58M | -33,941 | -6.0% | 23Q | SEC ↗ |
| 31 | Arax Advisory Partners | 495,679 | $55M | +493,482 | +22461.6% | 3Q | SEC ↗ |
| 32 | Acorns Advisers, LLC | 493,047 | $54M | +6,483 | +1.3% | 28Q | SEC ↗ |
| 33 | FIL Ltd | 481,633 | $53M | -513,255 | -51.6% | 14Q | SEC ↗ |
| 34 | GOLDMAN SACHS GROUP INC | 452,880 | $50M | +185,151 | +69.2% | 15Q | SEC ↗ |
| 35 | AQR CAPITAL MANAGEMENT LLC | 436,816 | $48M | +423,767 | +3247.5% | 4Q | SEC ↗ |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 435,183 | $48M | +19,645 | +4.7% | 35Q | SEC ↗ |
| 37 | Hansen & Associates Financial Group, I | 427,909 | $47M | -46,978 | -9.9% | 11Q | SEC ↗ |
| 38 | Penserra Capital Management LLC NEW | 422,712 | $47M | — | +0.0% | 1Q | SEC ↗ |
| 39 | LaSalle St. Investment Advisors, LLC | 414,903 | $46M | +30,565 | +8.0% | 15Q | SEC ↗ |
| 40 | Able Wealth Management LLC | 392,113 | $43M | +7,993 | +2.1% | 11Q | SEC ↗ |
| 41 | Global Retirement Partners, LLC NEW | 386,432 | $43M | — | +0.0% | 1Q | SEC ↗ |
| 42 | BNP PARIBAS FINANCIAL MARKETS | 377,443 | $42M | +303,921 | +413.4% | 26Q | SEC ↗ |
| 43 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 375,442 | $41M | -41,989 | -10.1% | 29Q | SEC ↗ |
| 44 | MML INVESTORS SERVICES, LLC | 368,101 | $41M | +58,369 | +18.8% | 37Q | SEC ↗ |
| 45 | BANK OF NOVA SCOTIA | 364,255 | $40M | -1,769 | -0.5% | 15Q | SEC ↗ |
| 46 | Banco Santander, S.A. | 350,783 | $39M | +71,415 | +25.6% | 22Q | SEC ↗ |
| 47 | Bulltick Wealth Management, LLC | 347,973 | $38M | +132,279 | +61.3% | 23Q | SEC ↗ |
| 48 | FINANCIAL CONSULATE, INC | 347,758 | $38M | +19,042 | +5.8% | 2Q | SEC ↗ |
| 49 | Cerity Partners LLC | 342,210 | $38M | -10,674 | -3.0% | 17Q | SEC ↗ |
| 50 | Advisory Services Network, LLC | 295,245 | $32M | +916 | +0.3% | 38Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Penserra Capital Management LLC | 422,712 | $47M |
| Global Retirement Partners, LLC | 386,432 | $43M |
| Highland Investment Advisors LLC | 162,201 | $18M |
| Roof Eidam Maycock Peralta, LLC | 99,190 | $11M |
| SG Americas Securities, LLC | 67,536 | $7M |
| OLD MISSION CAPITAL LLC | 65,813 | $7M |
| a16z Perennial Management, L.P. | 58,374 | $6M |
| Pinnacle Financial Partners, Inc. | 35,298 | $4M |
| NewEdge Wealth, LLC | 34,595 | $4M |
| Marex Group Ltd | 26,634 | $3M |
| J.W. COLE ADVISORS, INC. | 26,020 | $3M |
| ATX Financial Planning, LLC | 18,289 | $2M |
| Canal Capital Management, LLC | 15,245 | $2M |
| IFG Advisory, LLC | 14,990 | $2M |
| Coppell Advisory Solutions LLC | 13,593 | $1M |
| Analyst IMS Investment Management S | 13,286 | $1M |
| Atomic Invest LLC | 12,235 | $1M |
| Sixth Street Partners Management Co | 10,824 | $1M |
| Stonebridge Financial Group, LLC/CA | 10,794 | $1M |
| FIRST AMERICAN TRUST, FSB | 9,545 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| A&I FINANCIAL SERVICES, LLC | 397,877 | $44M |
| Concord Asset Management, LLC/VA | 282,211 | $31M |
| Strategic Point Investment Advisors | 198,740 | $22M |
| Norris Financial Group, LLC | 179,196 | $20M |
| PERSONAL CFO SOLUTIONS, LLC | 128,329 | $14M |
| StoneX Group Inc. | 90,099 | $10M |
| CITADEL ADVISORS LLC | 67,205 | $7M |
| New York Life Investment Management | 66,874 | $7M |
| Engineers Gate Manager LP | 51,667 | $6M |
| Calamos Advisors LLC | 51,516 | $6M |
| BURLING WEALTH PARTNERS, LLC | 51,027 | $6M |
| Tidal Investments LLC | 32,300 | $4M |
| CHESAPEAKE CAPITAL CORP /IL | 32,300 | $4M |
| Jordan Park Group LLC | 31,223 | $3M |
| Chicago Wealth Management, Inc. | 24,400 | $3M |
| Clark Capital Management Group, Inc | 23,758 | $3M |
| AXS Investments LLC | 21,803 | $2M |
| Private Advisory Group LLC | 20,317 | $2M |
| CERTUITY, LLC | 18,564 | $2M |
| Bell Bank | 15,497 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +562,554 | +16.7% | 3,934,832 |
| Arax Advisory Partners | +493,482 | +22461.6% | 495,679 |
| Wealthspire Retirement, LLC | +443,386 | +42.9% | 1,478,117 |
| AQR CAPITAL MANAGEMENT LLC | +423,767 | +3247.5% | 436,816 |
| Ausdal Financial Partners, Inc. | +390,349 | +91.4% | 817,426 |
| BNP PARIBAS FINANCIAL MARKETS | +303,921 | +413.4% | 377,443 |
| BlackRock, Inc. | +273,776 | +1.5% | 18,148,134 |
| BANK OF AMERICA CORP /DE | +200,786 | +6.7% | 3,198,846 |
| Foundations Investment Advisors, LL | +193,745 | +49.2% | 587,723 |
| GOLDMAN SACHS GROUP INC | +185,151 | +69.2% | 452,880 |
| Bulltick Wealth Management, LLC | +132,279 | +61.3% | 347,973 |
| RAYMOND JAMES FINANCIAL INC | +112,722 | +8.5% | 1,445,040 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +112,087 | +11.2% | 1,111,769 |
| White Lighthouse Investment Managem | +87,145 | +16.8% | 606,646 |
| Wealthfront Advisers LLC | +85,574 | +4.2% | 2,133,613 |
| Wealthspire Advisors, LLC | +77,200 | +206.4% | 114,598 |
| STABLEFORD CAPITAL II LLC | +74,261 | +81.9% | 164,909 |
| Banco Santander, S.A. | +71,415 | +25.6% | 350,783 |
| ASSETMARK, INC | +66,139 | +9.9% | 736,803 |
| IronBridge Private Wealth, LLC | +64,334 | +72.5% | 153,098 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Marks Wealth, LLC | -1,401,536 | -64.9% | 756,645 |
| ENVESTNET ASSET MANAGEMENT INC | -933,126 | -47.8% | 1,019,769 |
| WELLS FARGO & COMPANY/MN | -590,757 | -11.3% | 4,646,794 |
| FIL Ltd | -513,255 | -51.6% | 481,633 |
| Gallagher Fiduciary Advisors, LLC | -474,862 | -99.1% | 4,346 |
| UBS Group AG | -272,973 | -16.3% | 1,399,431 |
| Summit Financial, LLC | -253,956 | -66.7% | 126,844 |
| STIFEL FINANCIAL CORP | -212,139 | -24.0% | 672,540 |
| MORGAN STANLEY | -198,094 | -3.5% | 5,415,604 |
| Presidio Capital Management, LLC | -136,684 | -95.0% | 7,158 |
| JPMORGAN CHASE & CO | -117,760 | -7.9% | 1,380,764 |
| Focus Partners Wealth | -116,378 | -32.6% | 240,783 |
| Blueprint Investment Partners LLC | -114,774 | -47.5% | 126,917 |
| JANE STREET GROUP, LLC | -105,526 | -67.1% | 51,791 |
| BANQUE PICTET & CIE SA | -102,034 | -90.2% | 11,055 |
| PRINCIPAL SECURITIES, INC. | -99,756 | -72.6% | 37,573 |
| AMERIPRISE FINANCIAL INC | -94,441 | -8.6% | 1,001,611 |
| OAKWORTH CAPITAL, INC. | -88,137 | -12.6% | 610,581 |
| Northwest Quadrant Wealth Managemen | -76,269 | -30.4% | 174,316 |
| ROYAL BANK OF CANADA | -71,369 | -5.2% | 1,298,292 |