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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
12,974
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2025
Added 17.99%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
12,934
shares
|
$1.42 Million
0.54% of portfolio
|
Q1 2025
Reduced 60.42%
|
|
|
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%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
12,756
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
12,577
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
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.
|
May 06, 2025 Q1 2025 |
12,078
shares
|
$1.33 Million
0.78% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
12,012
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
11,850
shares
|
$1.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 19.48%
|
|
|
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%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
11,825
shares
|
$1.3 Million
0.09% of portfolio
|
Q1 2025
Added 36.28%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
11,643
shares
|
$1.28 Million
0.08% of portfolio
|
Q1 2025
Added 66.78%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
11,481
shares
|
$1.26 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
11,366
shares
|
$1.25 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
11,197
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2022
Added 1.85%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
11,100
shares
|
$1.22 Million
0.05% of portfolio
|
Q1 2025
Added 105.59%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
11,068
shares
|
$1.22 Million
0.19% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
11,056
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 49.43%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
11,025
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.64%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
10,885
shares
|
$1.2 Million
0.47% of portfolio
|
Q2 2025
Added 359.48%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
10,842
shares
|
$1.19 Million
0.86% of portfolio
|
Q4 2024
Reduced 42.27%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
10,749
shares
|
$1.18 Million
0.44% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
10,695
shares
|
$1.18 Million
0.3% of portfolio
|
Q2 2025
New holding
|