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 |
---|---|---|---|---|---|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
10,669
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
Reduced 60.66%
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
10,651
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.79%
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
10,599
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
10,557
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2025
Added 3.71%
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
10,521
shares
|
$1.16 Million
0.14% of portfolio
|
Q1 2025
Added 298.98%
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
10,489
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
10,465
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
10,368
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,308
shares
|
$1.13 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
10,233
shares
|
$1.13 Million
0.08% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,214
shares
|
$1.12 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
10,162
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.42%
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
10,038
shares
|
$1.1 Million
0.45% of portfolio
|
Q1 2025
Added 25.29%
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
9,871
shares
|
$1.09 Million
0.32% of portfolio
|
Q1 2025
Added 4.42%
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
9,841
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
Reduced 25.63%
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,805
shares
|
$1.08 Million
0.23% of portfolio
|
Q2 2024
Added 3.52%
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
9,766
shares
|
$1.08 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
9,722
shares
|
$1.07 Million
0.05% of portfolio
|
Q1 2025
Added 23047.62%
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
9,637
shares
|
$1.06 Million
0.9% of portfolio
|
Q4 2022
Added 0.76%
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
9,544
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
9,472
shares
|
$1.04 Million
0.24% of portfolio
|
Q1 2025
Added 62.53%
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
9,446
shares
|
$1.04 Million
0.12% of portfolio
|
Q1 2025
Reduced 83.02%
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
9,385
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2025
Reduced 46.89%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,382
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2023
Added 264.77%
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
9,364
shares
|
$1.03 Million
0.58% of portfolio
|
Q1 2025
Added 21.91%
|