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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
9,342
shares
|
$1.03 Million
1.57% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
9,320
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
9,312
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
9,302
shares
|
$1.03 Million
0.42% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
9,205
shares
|
$1.02 Million
0.37% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
9,164
shares
|
$1.01 Million
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
9,119
shares
|
$1.01 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
8,908
shares
|
$982,552
0.08% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
8,888
shares
|
$980,346
0.64% of portfolio
|
Q2 2025
Added 20.32%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
8,863
shares
|
$977,588
0.81% of portfolio
|
Q2 2025
Reduced 18.25%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
8,863
shares
|
$977,588
0.81% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,851
shares
|
$976,265
0.79% of portfolio
|
Q1 2023
Reduced 1.88%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
8,810
shares
|
$971,743
0.04% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
8,780
shares
|
$968,434
0.05% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
8,755
shares
|
$965,676
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
8,712
shares
|
$960,933
0.07% of portfolio
|
Q2 2025
Added 60.15%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
8,706
shares
|
$960,271
0.03% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
8,599
shares
|
$948,469
0.29% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,580
shares
|
$946,374
0.02% of portfolio
|
Q4 2022
Reduced 10.91%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,576
shares
|
$945,932
0.02% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
8,570
shares
|
$945,271
0.0% of portfolio
|
Q2 2025
Reduced 61.58%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
8,502
shares
|
$937,770
0.09% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
8,466
shares
|
$933,799
0.04% of portfolio
|
Q2 2025
Reduced 8.75%
|