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 |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
4,538
shares
|
$500,541
0.17% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
4,526
shares
|
$499,217
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
4,485
shares
|
$494,695
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
4,462
shares
|
$492,158
0.12% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
4,452
shares
|
$491,055
0.06% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
4,451
shares
|
$490,945
0.04% of portfolio
|
Q2 2025
Reduced 32.67%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
4,450
shares
|
$490,835
0.07% of portfolio
|
Q1 2025
Reduced 52.91%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
4,432
shares
|
$488,849
0.15% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,405
shares
|
$485,871
0.23% of portfolio
|
Q4 2023
Reduced 41.64%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
4,404
shares
|
$485,761
0.6% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
4,401
shares
|
$485,430
0.0% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
4,305
shares
|
$474,841
0.1% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
4,297
shares
|
$473,959
0.09% of portfolio
|
Q2 2025
Reduced 45.25%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,285
shares
|
$472,635
0.03% of portfolio
|
Q2 2025
Reduced 13.73%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
4,269
shares
|
$470,870
0.02% of portfolio
|
Q2 2025
Added 32.17%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
4,249
shares
|
$468,664
0.01% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
4,245
shares
|
$468,223
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
4,236
shares
|
$467,230
0.18% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
4,234
shares
|
$467,010
0.35% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
4,200
shares
|
$463,260
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,196
shares
|
$462,818
0.06% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
4,184
shares
|
$461,495
0.0% of portfolio
|
Q1 2025
Reduced 70.45%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,110
shares
|
$453,333
0.01% of portfolio
|
Q3 2023
Reduced 62.85%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
4,078
shares
|
$449,803
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
4,078
shares
|
$449,803
0.06% of portfolio
|
Q2 2025
Reduced 3.55%
|