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 |
---|---|---|---|---|---|
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%
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
9,309
shares
|
$1.02 Million
0.26% of portfolio
|
Q1 2025
Added 0.2%
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
9,308
shares
|
$1.02 Million
0.19% of portfolio
|
Q1 2025
Added 104.35%
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
9,302
shares
|
$1.02 Million
0.42% of portfolio
|
Q2 2025
Added 5.68%
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
9,205
shares
|
$1.01 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
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
9,054
shares
|
$996,664
0.08% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
8,956
shares
|
$985,876
0.19% of portfolio
|
Q1 2025
Reduced 31.62%
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
8,923
shares
|
$982,243
0.33% of portfolio
|
Q1 2025
Added 1.09%
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
8,888
shares
|
$978,391
0.64% of portfolio
|
Q2 2025
Added 20.32%
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
8,858
shares
|
$975,088
0.05% of portfolio
|
Q1 2025
Added 199.05%
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,851
shares
|
$974,318
0.79% of portfolio
|
Q1 2023
Reduced 1.88%
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
8,827
shares
|
$971,676
0.8% of portfolio
|
Q1 2025
Reduced 18.59%
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
8,794
shares
|
$968,043
0.06% of portfolio
|
Q1 2025
Added 2.47%
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
8,755
shares
|
$963,750
0.55% of portfolio
|
Q1 2025
New holding
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
8,738
shares
|
$961,879
0.1% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
8,612
shares
|
$948,008
0.46% of portfolio
|
Q1 2025
Reduced 28.01%
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,580
shares
|
$944,486
0.02% of portfolio
|
Q4 2022
Reduced 10.91%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
8,466
shares
|
$931,937
0.04% of portfolio
|
Q2 2025
Reduced 8.75%
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
8,259
shares
|
$909,150
0.21% of portfolio
|
Q2 2023
New holding
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
8,252
shares
|
$908,380
0.44% of portfolio
|
Q1 2025
New holding
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
8,217
shares
|
$904,527
0.01% of portfolio
|
Q1 2025
Reduced 84.42%
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
8,186
shares
|
$901,114
0.33% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
8,146
shares
|
$896,711
0.3% of portfolio
|
Q1 2025
Added 3.45%
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
7,955
shares
|
$875,686
0.06% of portfolio
|
Q1 2025
Reduced 9.55%
|