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Public ownership evidence

iShares Trust iShares 0-1 Year Treasury Bond ETF (SHV) Ownership Disclosures

Read SHV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2954,041$5,969,345None
Corient Private Wealth LP2026-06-302026-08-2840,417$4,460,498None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2841,403$4,568,794None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2849,930$5,511,746None
AFFINITY WEALTH LLC2025-12-312026-08-272$220None
AFFINITY WEALTH LLC2025-09-302026-08-272$221None
AFFINITY WEALTH LLC2025-06-302026-08-272$221None
Principia Wealth Advisory, LLC2026-06-302026-08-277,642$843,295None
Principia Wealth Advisory, LLC2026-03-312026-08-278,644$954,184None
Kings Path Partners LLC2026-03-312026-08-2214,376$1,586,984None
ATX Financial Planning, LLC2026-06-302026-08-2118,289$2,018,191None
Rehmann Capital Advisory Group2026-06-302026-08-212,518$277,861None
Vermillion & White Wealth Management Group, LLC2026-06-302026-08-202,450$270,358None
Kingsview Wealth Management, LLC2026-06-302026-08-208,098$893,575None
Archer Investment Corp2026-06-302026-08-206,893$760,670None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2030,676$3,385,105None
Beacon Pointe Advisors, LLC2026-06-302026-08-19135,360$14,936,942None
Corient Private Wealth LP2026-06-302026-08-1840,241$4,440,954None
Camarda Financial Advisors, LLC2026-06-302026-08-1830,367$3,350,990None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1822,668$2,501,231None
Equitable Holdings, Inc.2026-06-302026-08-18118,070$13,028,985None
Proficio Capital Partners LLC2026-06-302026-08-1823,995$2,647,848None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1817,948$1,981,000None
Thompson David Blair2024-12-312026-08-155,090$560,460None
Thompson David Blair2026-06-302026-08-157,299$805,445None
Thompson David Blair2026-03-312026-08-158,244$910,055None
Legacy Wealth Advisors, LLC2026-06-302026-08-1517,054$1,881,888None
BITTERROOT CAPITAL ADVISORS LLC2026-06-302026-08-15922$101,782None
EFG International AG2026-06-302026-08-151,807$199,402None
EFG International AG2026-06-302026-08-1538,774$4,278,711None
Financial Plan, Inc.2026-06-302026-08-1546,426$5,123,151None
Vestwell Advisors, LLC2026-06-302026-08-151$141None
Blueprint Financial Advisors LLC2026-06-302026-08-1561,012$6,732,637None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15145$16,001None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1510,915$1,204,361None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15549$60,582None
Modern Wealth Management, LLC2026-06-302026-08-15266,798$29,441,110None
Modern Wealth Management, LLC2026-06-302026-08-1549$5,407None
Marex Group Ltd2026-06-302026-08-1526,634$2,939,062None
Mutual Advisors, LLC2026-06-302026-08-1562,276$6,872,150None
PMV Capital Advisers, LLC2026-06-302026-08-1518$1,986None
Authentikos Wealth Advisory, LLC2026-06-302026-08-1512,459$1,374,851None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-151,300$143,455None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1534,728$3,832,235None
Daner Wealth Management, LLC2026-06-302026-08-152,100$231,441None
Wick Capital Partners, LLC2026-06-302026-08-1513,630$1,504,071None
Ameritas Advisory Services, LLC2026-06-302026-08-1520,019$2,209,079None
WCG Wealth Advisors LLC2026-06-302026-08-1515,560$1,717,038None
Vernal Point Advisors, LLC2026-06-302026-08-1593,669$10,336,374None
Sierra Capital LLC2026-06-302026-08-1512,042$1,328,835None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Kings Path Partners LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.