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 |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
679,028
shares
|
$74.9 Million
4.87% of portfolio
|
Q2 2025
Reduced 16.96%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
657,201
shares
|
$72.5 Million
5.02% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
650,493
shares
|
$71.7 Million
0.17% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
630,394
shares
|
$69.5 Million
0.07% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
620,211
shares
|
$68.4 Million
0.05% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Townsend & Associates, Inc
|
Jul 29, 2025 Q2 2025 |
592,402
shares
|
$65.3 Million
6.9% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
589,454
shares
|
$65 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.19%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
559,842
shares
|
$61.8 Million
7.24% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
546,560
shares
|
$60.3 Million
10.84% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
534,256
shares
|
$58.9 Million
0.11% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
530,662
shares
|
$58.5 Million
16.78% of portfolio
|
Q3 2023
Reduced 38.78%
|
|
|
Marks Wealth, LLC
|
Jul 18, 2025 Q2 2025 |
480,919
shares
|
$53 Million
17.22% of portfolio
|
Q2 2025
Reduced 65.9%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
469,255
shares
|
$51.8 Million
0.07% of portfolio
|
Q2 2025
Added 10459.29%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
462,863
shares
|
$51.1 Million
0.87% of portfolio
|
Q2 2025
Added 12.66%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
449,639
shares
|
$49.6 Million
0.43% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
425,884
shares
|
$47 Million
0.11% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
420,770
shares
|
$46.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
392,472
shares
|
$43.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.66%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
381,309
shares
|
$42.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Client First Capital LLC
|
Aug 08, 2025 Q2 2025 |
370,916
shares
|
$40.9 Million
19.81% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
349,894
shares
|
$38.6 Million
9.53% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
344,915
shares
|
$38 Million
0.11% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
339,450
shares
|
$37.4 Million
5.96% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
333,276
shares
|
$36.8 Million
1.39% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
323,101
shares
|
$35.6 Million
0.07% of portfolio
|
Q2 2025
Added 14.79%
|