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 |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
8,453
shares
|
$932,365
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
8,304
shares
|
$915,931
0.4% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
8,259
shares
|
$910,967
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
8,180
shares
|
$902,254
0.29% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,116
shares
|
$895,194
0.06% of portfolio
|
Q2 2025
Reduced 31.37%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
7,991
shares
|
$881,407
0.67% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
7,931
shares
|
$874,789
0.18% of portfolio
|
Q1 2025
Added 132.99%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
7,878
shares
|
$868,943
0.16% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
7,772
shares
|
$857,251
0.1% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
7,760
shares
|
$855,928
0.18% of portfolio
|
Q2 2025
Added 14.24%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
7,679
shares
|
$846,993
0.04% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
7,667
shares
|
$845,670
0.36% of portfolio
|
Q2 2025
Added 88.47%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
7,608
shares
|
$839,162
0.74% of portfolio
|
Q1 2025
Reduced 29.31%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
7,595
shares
|
$837,728
0.01% of portfolio
|
Q2 2025
Reduced 64.88%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
7,557
shares
|
$833,537
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
7,552
shares
|
$832,985
0.13% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,526
shares
|
$830,117
0.06% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
7,455
shares
|
$822,286
0.57% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
7,440
shares
|
$820,632
0.15% of portfolio
|
Q2 2025
Reduced 16.93%
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,430
shares
|
$819,529
0.28% of portfolio
|
Q2 2025
Added 18.58%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
7,423
shares
|
$818,756
0.66% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
7,418
shares
|
$818,205
0.07% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Cabana LLC
Fayetteville, AR |
Jul 16, 2025 Q2 2025 |
7,362
shares
|
$812,028
4.69% of portfolio
|
Q2 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
7,328
shares
|
$808,278
0.03% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Aug 04, 2025 Q2 2025 |
7,322
shares
|
$807,616
1.08% of portfolio
|
Q2 2025
Added 8.84%
|