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 |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
6,342
shares
|
$699,522
0.07% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
6,339
shares
|
$699,191
0.19% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,302
shares
|
$695,110
0.08% of portfolio
|
Q1 2022
Reduced 13.52%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
6,296
shares
|
$694,448
0.13% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,218
shares
|
$685,845
0.02% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
6,210
shares
|
$684,963
0.12% of portfolio
|
Q3 2024
Reduced 69.14%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
6,170
shares
|
$680,551
0.01% of portfolio
|
Q2 2025
Added 24.92%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
6,148
shares
|
$678,124
0.35% of portfolio
|
Q2 2025
Reduced 67.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
6,022
shares
|
$664,226
0.01% of portfolio
|
Q2 2025
Added 23.6%
|
|
|
Lake Hills Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,006
shares
|
$662,461
0.38% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$661,800
0.03% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
5,985
shares
|
$660,145
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
5,880
shares
|
$648,564
0.08% of portfolio
|
Q2 2025
Reduced 28.84%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
5,862
shares
|
$646,578
0.42% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
5,837
shares
|
$643,821
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
5,827
shares
|
$642,718
0.0% of portfolio
|
Q2 2025
Added 50.06%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,781
shares
|
$637,644
0.09% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
5,771
shares
|
$636,541
0.44% of portfolio
|
Q2 2025
Added 116.71%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,639
shares
|
$621,981
0.07% of portfolio
|
Q1 2023
Added 130.73%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
5,611
shares
|
$618,893
0.05% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,605
shares
|
$618,231
0.0% of portfolio
|
Q2 2025
Added 64.47%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
5,600
shares
|
$617,680
0.66% of portfolio
|
Q3 2022
Reduced 20.29%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
5,500
shares
|
$606,650
0.21% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
5,498
shares
|
$606,429
0.02% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
5,475
shares
|
$603,892
0.13% of portfolio
|
Q2 2025
New holding
|