Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 802 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Surience Private Wealth LLC
|
Apr 24, 2025 Q1 2025 |
37,322
shares
|
$4.12 Million
7.3% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
37,304
shares
|
$4.12 Million
1.74% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Associates Inc
|
Apr 30, 2025 Q1 2025 |
37,255
shares
|
$4.11 Million
1.79% of portfolio
|
Q1 2025
Added 151.93%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
36,979
shares
|
$4.08 Million
1.62% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
36,842
shares
|
$4.07 Million
0.04% of portfolio
|
Q1 2025
Added 39.65%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
36,265
shares
|
$4.01 Million
0.04% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
35,856
shares
|
$3.96 Million
0.25% of portfolio
|
Q3 2022
Added 99.01%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
35,327
shares
|
$3.9 Million
0.67% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
35,314
shares
|
$3.9 Million
0.05% of portfolio
|
Q2 2022
Reduced 18.27%
|
|
|
Patton Fund Management, Inc.
|
Apr 17, 2025 Q1 2025 |
35,050
shares
|
$3.87 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
34,980
shares
|
$3.86 Million
1.85% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
34,812
shares
|
$3.84 Million
0.22% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
34,786
shares
|
$3.84 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Baring Financial LLC
Bellingham, WA |
Apr 04, 2025 Q1 2025 |
34,780
shares
|
$3.84 Million
3.23% of portfolio
|
Q1 2025
Added 53.87%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
34,719
shares
|
$3.83 Million
2.73% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
34,598
shares
|
$3.82 Million
0.03% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
34,509
shares
|
$3.81 Million
1.78% of portfolio
|
Q1 2025
Added 14.84%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
34,178
shares
|
$3.77 Million
2.17% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
34,173
shares
|
$3.77 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
34,029
shares
|
$3.76 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
34,014
shares
|
$3.76 Million
0.12% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
33,892
shares
|
$3.74 Million
2.68% of portfolio
|
Q1 2024
Added 371.57%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
33,607
shares
|
$3.71 Million
0.59% of portfolio
|
Q1 2025
Added 33.08%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
33,530
shares
|
$3.7 Million
0.21% of portfolio
|
Q1 2025
Added 71.33%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
33,435
shares
|
$3.69 Million
0.15% of portfolio
|
Q1 2025
Added 1.32%
|