Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 797 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 $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
39,207
shares
|
$4.32 Million
2.75% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
38,790
shares
|
$4.28 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
38,785
shares
|
$4.28 Million
0.02% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
38,759
shares
|
$4.28 Million
0.12% of portfolio
|
Q2 2025
Added 222.67%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
38,689
shares
|
$4.27 Million
3.19% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
38,417
shares
|
$4.24 Million
0.94% of portfolio
|
Q2 2025
Reduced 13.42%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
38,140
shares
|
$4.21 Million
0.65% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
37,819
shares
|
$4.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
37,778
shares
|
$4.17 Million
0.09% of portfolio
|
Q2 2025
Reduced 23.07%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
37,456
shares
|
$4.13 Million
0.89% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
37,372
shares
|
$4.12 Million
0.12% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
36,304
shares
|
$4 Million
0.02% of portfolio
|
Q2 2025
Added 137.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
36,265
shares
|
$4 Million
0.04% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
36,139
shares
|
$3.99 Million
0.49% of portfolio
|
Q2 2025
Reduced 16.32%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
36,018
shares
|
$3.97 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
35,963
shares
|
$3.97 Million
0.11% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
35,856
shares
|
$3.95 Million
0.25% of portfolio
|
Q3 2022
Added 99.01%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
35,622
shares
|
$3.93 Million
2.05% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
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%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
35,268
shares
|
$3.89 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
34,957
shares
|
$3.86 Million
0.03% of portfolio
|
Q2 2025
Added 325.42%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 18, 2025 Q2 2025 |
34,913
shares
|
$3.85 Million
3.45% of portfolio
|
Q2 2025
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
34,821
shares
|
$3.84 Million
0.54% of portfolio
|
Q2 2025
Added 72.4%
|
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
34,812
shares
|
$3.84 Million
0.2% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
34,798
shares
|
$3.84 Million
0.33% of portfolio
|
Q2 2025
Added 0.03%
|