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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
19,001
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2025
Added 572.36%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
18,895
shares
|
$2.08 Million
0.41% of portfolio
|
Q2 2025
Added 19.48%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
18,754
shares
|
$2.07 Million
1.08% of portfolio
|
Q2 2025
Added 244.43%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
18,682
shares
|
$2.06 Million
0.48% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
18,645
shares
|
$2.06 Million
0.94% of portfolio
|
Q2 2025
Added 125.95%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
18,368
shares
|
$2.03 Million
0.72% of portfolio
|
Q2 2025
Added 123.92%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
18,281
shares
|
$2.02 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,246
shares
|
$2.01 Million
0.16% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
18,224
shares
|
$2.01 Million
0.39% of portfolio
|
Q2 2025
Reduced 44.26%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
18,190
shares
|
$2.01 Million
0.28% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
18,180
shares
|
$2.01 Million
0.22% of portfolio
|
Q2 2025
Reduced 24.33%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
18,016
shares
|
$1.99 Million
0.58% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18,010
shares
|
$1.99 Million
0.27% of portfolio
|
Q2 2025
Added 76.33%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
17,921
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
17,899
shares
|
$1.97 Million
0.94% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
17,782
shares
|
$1.96 Million
0.08% of portfolio
|
Q2 2025
Added 856.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
17,608
shares
|
$1.94 Million
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
17,558
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2025
Added 59.26%
|
|
|
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%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
17,138
shares
|
$1.89 Million
0.77% of portfolio
|
Q2 2025
Added 16.51%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
17,098
shares
|
$1.89 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
17,078
shares
|
$1.88 Million
0.23% of portfolio
|
Q2 2025
Reduced 35.32%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
16,971
shares
|
$1.87 Million
0.22% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
16,819
shares
|
$1.86 Million
0.62% of portfolio
|
Q3 2024
New holding
|