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 |
|---|---|---|---|---|---|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
4,450
shares
|
$489,856
0.07% of portfolio
|
Q1 2025
Reduced 52.91%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
4,444
shares
|
$489,195
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
4,432
shares
|
$487,874
0.15% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,405
shares
|
$484,902
0.23% of portfolio
|
Q4 2023
Reduced 41.64%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
4,404
shares
|
$484,792
0.6% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
4,376
shares
|
$481,710
0.07% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
4,365
shares
|
$480,499
0.12% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
4,348
shares
|
$478,627
0.0% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,320
shares
|
$475,545
0.14% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
4,312
shares
|
$474,664
0.4% of portfolio
|
Q1 2025
Added 21.84%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
4,297
shares
|
$473,013
0.09% of portfolio
|
Q2 2025
Reduced 45.25%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
4,272
shares
|
$470,261
0.01% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
4,236
shares
|
$466,298
0.18% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
4,233
shares
|
$465,968
0.04% of portfolio
|
Q1 2025
Reduced 24.19%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
4,228
shares
|
$465,418
0.06% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
4,200
shares
|
$462,336
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,196
shares
|
$461,895
0.06% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
4,189
shares
|
$461,125
0.38% of portfolio
|
Q1 2025
Reduced 76.36%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
4,184
shares
|
$460,574
0.0% of portfolio
|
Q1 2025
Reduced 70.45%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
4,174
shares
|
$459,473
0.02% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
4,174
shares
|
$459,473
0.05% of portfolio
|
Q1 2025
Added 52.78%
|
|
|
Avory & Company, LLC
Miami, FL |
Apr 24, 2025 Q1 2025 |
4,142
shares
|
$455,951
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,110
shares
|
$452,428
0.01% of portfolio
|
Q3 2023
Reduced 62.85%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
4,010
shares
|
$441,420
0.01% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,978
shares
|
$437,898
0.0% of portfolio
|
Q1 2025
Added 23.89%
|