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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
13,467
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Added 78.13%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
13,404
shares
|
$1.48 Million
0.15% of portfolio
|
Q2 2025
Added 186.84%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
13,353
shares
|
$1.47 Million
0.37% of portfolio
|
Q2 2025
Reduced 19.58%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
13,133
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 68.99%
|
|
|
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%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
12,975
shares
|
$1.43 Million
0.93% of portfolio
|
Q2 2025
Reduced 13.05%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
12,776
shares
|
$1.41 Million
0.76% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
12,718
shares
|
$1.4 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
12,584
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
12,577
shares
|
$1.39 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
12,554
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
12,493
shares
|
$1.38 Million
1.06% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
12,350
shares
|
$1.36 Million
0.09% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
12,267
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
12,198
shares
|
$1.35 Million
0.5% of portfolio
|
Q2 2025
Added 21.52%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
12,137
shares
|
$1.34 Million
0.16% of portfolio
|
Q2 2025
Added 73.81%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
12,089
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
12,078
shares
|
$1.33 Million
0.74% of portfolio
|
Q2 2023
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
11,826
shares
|
$1.3 Million
0.25% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
11,799
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
11,524
shares
|
$1.27 Million
0.55% of portfolio
|
Q2 2025
Added 154.0%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
11,481
shares
|
$1.27 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
11,420
shares
|
$1.26 Million
0.81% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
11,405
shares
|
$1.26 Million
0.11% of portfolio
|
Q2 2025
Reduced 16.2%
|