Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 809 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
19,437
shares
|
$2.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.61%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
19,233
shares
|
$2.12 Million
0.16% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
19,215
shares
|
$2.12 Million
0.1% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
19,206
shares
|
$2.11 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
19,202
shares
|
$2.11 Million
1.21% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
19,116
shares
|
$2.1 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
18,885
shares
|
$2.08 Million
1.17% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
18,682
shares
|
$2.06 Million
0.48% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
18,398
shares
|
$2.03 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
18,368
shares
|
$2.02 Million
0.72% of portfolio
|
Q2 2025
Added 123.92%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,246
shares
|
$2.01 Million
0.16% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
18,190
shares
|
$2 Million
0.28% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
18,016
shares
|
$1.98 Million
0.58% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
17,798
shares
|
$1.96 Million
0.01% of portfolio
|
Q1 2025
Added 103.31%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
17,725
shares
|
$1.95 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
17,670
shares
|
$1.95 Million
0.22% of portfolio
|
Q1 2025
Reduced 65.9%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
17,578
shares
|
$1.93 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
17,447
shares
|
$1.92 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
17,355
shares
|
$1.91 Million
0.47% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
17,098
shares
|
$1.88 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
16,971
shares
|
$1.87 Million
0.22% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
16,946
shares
|
$1.87 Million
1.75% of portfolio
|
Q1 2025
Added 62.54%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
16,819
shares
|
$1.85 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
16,796
shares
|
$1.85 Million
0.15% of portfolio
|
Q2 2025
Added 24.75%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
16,604
shares
|
$1.83 Million
0.54% of portfolio
|
Q1 2025
Added 112.93%
|