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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
4,045
shares
|
$446,163
0.01% of portfolio
|
Q2 2025
Reduced 84.42%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
4,002
shares
|
$441,420
0.02% of portfolio
|
Q2 2025
Reduced 18.38%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
3,991
shares
|
$440,207
0.15% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
3,956
shares
|
$436,346
0.01% of portfolio
|
Q1 2025
Reduced 86.62%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,954
shares
|
$436,126
0.03% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
3,924
shares
|
$432,817
0.17% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
3,902
shares
|
$430,390
0.17% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
3,891
shares
|
$429,177
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
3,868
shares
|
$426,640
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
3,866
shares
|
$426,419
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
3,856
shares
|
$425,316
0.01% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,832
shares
|
$422,669
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
3,791
shares
|
$418,147
0.08% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,691
shares
|
$407,117
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
3,685
shares
|
$406,455
0.03% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,685
shares
|
$406,455
0.02% of portfolio
|
Q2 2025
Added 183.03%
|
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
3,675
shares
|
$405,352
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
3,664
shares
|
$404,139
0.08% of portfolio
|
Q2 2025
Reduced 47.65%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
3,661
shares
|
$403,808
0.01% of portfolio
|
Q2 2025
Added 46.62%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
3,627
shares
|
$400,058
0.15% of portfolio
|
Q1 2024
Reduced 69.42%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
3,626
shares
|
$399,947
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
3,620
shares
|
$399,286
0.37% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
3,612
shares
|
$398,403
0.0% of portfolio
|
Q2 2025
Reduced 21.94%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
3,577
shares
|
$394,543
0.35% of portfolio
|
Q2 2025
Reduced 51.47%
|
|
|
Surience Private Wealth LLC
|
Jul 15, 2025 Q2 2025 |
3,514
shares
|
$387,594
0.38% of portfolio
|
Q2 2025
Reduced 90.58%
|