Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 802 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 $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,359
shares
|
$370,967
0.03% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
3,299
shares
|
$364,341
0.03% of portfolio
|
Q1 2025
Reduced 56.41%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
3,291
shares
|
$363,458
0.06% of portfolio
|
Q3 2023
Reduced 30.5%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
3,284
shares
|
$362,684
0.27% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Ltg Capital LLC
|
Apr 30, 2025 Q1 2025 |
3,258
shares
|
$359,813
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,252
shares
|
$359,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
3,230
shares
|
$356,721
0.02% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
3,200
shares
|
$353,408
0.13% of portfolio
|
Q4 2024
Reduced 92.22%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
3,150
shares
|
$347,886
0.0% of portfolio
|
Q1 2025
Added 36.96%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
3,100
shares
|
$342,364
0.18% of portfolio
|
Q1 2025
Added 45.2%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
3,069
shares
|
$338,940
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
3,065
shares
|
$338,498
0.01% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
3,063
shares
|
$338,277
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,029
shares
|
$334,522
0.03% of portfolio
|
Q4 2022
Reduced 6.08%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
3,000
shares
|
$331,320
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,975
shares
|
$328,559
0.1% of portfolio
|
Q4 2021
Reduced 4.8%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
2,972
shares
|
$328,227
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,948
shares
|
$325,577
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Architects, LLC
Woodstock, GA |
Apr 29, 2025 Q1 2025 |
2,945
shares
|
$325,245
0.21% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
2,910
shares
|
$321,380
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
2,908
shares
|
$321,159
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,907
shares
|
$321,049
0.04% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,888
shares
|
$318,950
0.03% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
2,867
shares
|
$316,631
0.02% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
2,854
shares
|
$315,195
0.01% of portfolio
|
Q1 2025
New holding
|