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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
16,562
shares
|
$1.82 Million
0.1% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
16,313
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.27%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
16,305
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 42.01%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
16,169
shares
|
$1.78 Million
0.74% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
16,068
shares
|
$1.77 Million
0.07% of portfolio
|
Q1 2025
Reduced 23.95%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
15,999
shares
|
$1.76 Million
0.36% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
15,970
shares
|
$1.76 Million
0.48% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
15,815
shares
|
$1.74 Million
0.4% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Flagship Private Wealth, LLC
|
Jul 21, 2025 Q2 2025 |
15,747
shares
|
$1.73 Million
0.89% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
15,382
shares
|
$1.69 Million
0.39% of portfolio
|
Q2 2025
Added 98.3%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
15,299
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 97.11%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
15,267
shares
|
$1.68 Million
0.05% of portfolio
|
Q1 2025
Reduced 84.31%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
15,156
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 72.48%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,066
shares
|
$1.66 Million
0.07% of portfolio
|
Q1 2025
Reduced 83.48%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
May 14, 2025 Q1 2025 |
14,000
shares
|
$1.54 Million
0.99% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
13,981
shares
|
$1.54 Million
1.42% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
13,745
shares
|
$1.51 Million
0.63% of portfolio
|
Q2 2025
Reduced 80.87%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
13,717
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Added 18.97%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
13,610
shares
|
$1.5 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
13,610
shares
|
$1.5 Million
0.03% of portfolio
|
Q1 2025
Added 260.43%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
13,572
shares
|
$1.49 Million
0.27% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
13,348
shares
|
$1.47 Million
0.04% of portfolio
|
Q1 2025
Added 38.69%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
13,098
shares
|
$1.44 Million
0.58% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
12,993
shares
|
$1.43 Million
1.24% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
12,980
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.51%
|