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 |
|---|---|---|---|---|---|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
34,590
shares
|
$3.82 Million
2.61% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
34,544
shares
|
$3.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.03%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
33,327
shares
|
$3.68 Million
0.82% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
32,750
shares
|
$3.61 Million
1.36% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
31,152
shares
|
$3.44 Million
0.05% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
30,886
shares
|
$3.41 Million
0.08% of portfolio
|
Q2 2025
Reduced 64.07%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
30,856
shares
|
$3.4 Million
1.04% of portfolio
|
Q1 2023
Reduced 7.28%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
30,646
shares
|
$3.38 Million
2.86% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
30,505
shares
|
$3.36 Million
0.63% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
30,502
shares
|
$3.36 Million
0.01% of portfolio
|
Q2 2025
Added 666.77%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
30,207
shares
|
$3.33 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
30,180
shares
|
$3.33 Million
0.33% of portfolio
|
Q2 2025
Added 31.17%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
29,666
shares
|
$3.27 Million
0.14% of portfolio
|
Q1 2024
Reduced 47.91%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
29,595
shares
|
$3.26 Million
0.45% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
29,388
shares
|
$3.24 Million
0.13% of portfolio
|
Q2 2025
Added 25.35%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
29,046
shares
|
$3.2 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
28,885
shares
|
$3.19 Million
2.84% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Bosman Wealth Management, LLC
Redlands, CA |
Jul 17, 2025 Q2 2025 |
28,499
shares
|
$3.14 Million
2.8% of portfolio
|
Q2 2025
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
28,460
shares
|
$3.14 Million
1.88% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
28,420
shares
|
$3.13 Million
1.85% of portfolio
|
Q4 2023
Reduced 27.54%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
28,255
shares
|
$3.12 Million
0.66% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
27,967
shares
|
$3.08 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
27,816
shares
|
$3.07 Million
0.15% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
27,797
shares
|
$3.07 Million
2.03% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
27,596
shares
|
$3.04 Million
5.2% of portfolio
|
Q2 2022
New holding
|