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 |
|---|---|---|---|---|---|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
27,356
shares
|
$3.02 Million
1.06% of portfolio
|
Q2 2025
Added 28.75%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
27,271
shares
|
$3.01 Million
2.47% of portfolio
|
Q2 2025
Added 15.45%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
27,267
shares
|
$3.01 Million
0.75% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
27,224
shares
|
$3 Million
0.0% of portfolio
|
Q3 2022
Reduced 4.07%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
27,200
shares
|
$3 Million
0.83% of portfolio
|
Q2 2025
Added 65.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
27,045
shares
|
$2.98 Million
0.03% of portfolio
|
Q2 2025
Added 24.61%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
27,004
shares
|
$2.98 Million
0.34% of portfolio
|
Q2 2025
Reduced 73.82%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
26,989
shares
|
$2.98 Million
0.55% of portfolio
|
Q2 2025
Added 19.34%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
26,313
shares
|
$2.9 Million
0.59% of portfolio
|
Q2 2025
Added 24.46%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
26,177
shares
|
$2.89 Million
1.34% of portfolio
|
Q2 2025
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
25,953
shares
|
$2.86 Million
3.06% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
25,719
shares
|
$2.84 Million
0.07% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
25,238
shares
|
$2.78 Million
1.27% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
25,133
shares
|
$2.77 Million
0.33% of portfolio
|
Q2 2025
Added 1357.83%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
25,075
shares
|
$2.77 Million
0.32% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
25,034
shares
|
$2.76 Million
1.4% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
24,924
shares
|
$2.75 Million
0.07% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
24,895
shares
|
$2.75 Million
1.62% of portfolio
|
Q1 2025
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
24,893
shares
|
$2.75 Million
1.64% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
24,791
shares
|
$2.73 Million
0.06% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
24,568
shares
|
$2.71 Million
2.09% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
24,311
shares
|
$2.68 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
24,162
shares
|
$2.67 Million
1.15% of portfolio
|
Q2 2025
Reduced 30.93%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
24,141
shares
|
$2.66 Million
0.86% of portfolio
|
Q2 2025
Added 17.87%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
24,130
shares
|
$2.66 Million
0.08% of portfolio
|
Q2 2025
Reduced 86.05%
|