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 |
|---|---|---|---|---|---|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
5,880
shares
|
$647,270
0.08% of portfolio
|
Q2 2025
Reduced 28.84%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,869
shares
|
$646,059
0.02% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
5,837
shares
|
$642,536
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
5,766
shares
|
$634,721
0.02% of portfolio
|
Q1 2025
Added 23.79%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,741
shares
|
$631,969
0.1% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,639
shares
|
$620,741
0.07% of portfolio
|
Q1 2023
Added 130.73%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
5,611
shares
|
$617,658
0.05% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
5,600
shares
|
$616,448
0.66% of portfolio
|
Q3 2022
Reduced 20.29%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
5,500
shares
|
$605,440
0.23% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
5,498
shares
|
$605,219
0.02% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
5,445
shares
|
$599,385
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
5,440
shares
|
$598,835
0.04% of portfolio
|
Q1 2025
Reduced 27.9%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
5,402
shares
|
$594,652
0.38% of portfolio
|
Q1 2025
Reduced 22.92%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
5,389
shares
|
$593,221
0.09% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
5,350
shares
|
$588,928
0.57% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
5,312
shares
|
$584,744
0.21% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
5,262
shares
|
$579,240
0.25% of portfolio
|
Q4 2024
Reduced 14.74%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,260
shares
|
$579,020
0.01% of portfolio
|
Q1 2024
Reduced 56.97%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
5,230
shares
|
$575,718
0.15% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,202
shares
|
$572,636
0.03% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,175
shares
|
$569,664
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
May 13, 2025 Q1 2025 |
5,160
shares
|
$568,012
0.19% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
5,156
shares
|
$567,572
0.2% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Sicart Associates LLC
|
Jul 18, 2025 Q2 2025 |
5,150
shares
|
$566,912
0.21% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
5,131
shares
|
$564,820
0.22% of portfolio
|
Q1 2025
Reduced 7.38%
|