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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Trust iShares 0-1 Year Treasury Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
54,041
Value (USD)
$5,969,345
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SHV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SHV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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