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 |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
5,000
shares
|
$550,400
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,967
shares
|
$546,767
0.01% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,967
shares
|
$546,767
0.04% of portfolio
|
Q4 2024
Added 463.15%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
4,939
shares
|
$543,685
0.01% of portfolio
|
Q1 2025
Added 51.88%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,910
shares
|
$540,492
0.01% of portfolio
|
Q1 2025
Reduced 55.65%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
4,903
shares
|
$539,722
0.02% of portfolio
|
Q1 2025
Added 43.28%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
4,872
shares
|
$536,309
0.01% of portfolio
|
Q1 2025
Reduced 63.52%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
4,871
shares
|
$536,199
0.03% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
4,848
shares
|
$533,667
0.15% of portfolio
|
Q2 2025
Reduced 19.2%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
4,837
shares
|
$532,456
0.01% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jul 21, 2025 Q2 2025 |
4,811
shares
|
$529,594
4.33% of portfolio
|
Q2 2025
Reduced 38.56%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,737
shares
|
$521,448
0.37% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,732
shares
|
$520,898
0.04% of portfolio
|
Q1 2025
Added 27.79%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,673
shares
|
$514,403
0.05% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
4,646
shares
|
$511,431
0.06% of portfolio
|
Q2 2021
Added 12.06%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
4,627
shares
|
$509,340
0.0% of portfolio
|
Q1 2025
Added 87.78%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
4,626
shares
|
$509,230
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
4,546
shares
|
$500,423
0.21% of portfolio
|
Q1 2025
Added 37.42%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
4,538
shares
|
$499,543
0.17% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
4,537
shares
|
$499,432
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
4,526
shares
|
$498,222
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
4,485
shares
|
$493,708
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
4,463
shares
|
$491,287
0.23% of portfolio
|
Q3 2024
Reduced 22.11%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
4,451
shares
|
$489,966
0.04% of portfolio
|
Q2 2025
Reduced 32.67%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
4,450
shares
|
$489,856
0.07% of portfolio
|
Q1 2025
Reduced 52.91%
|