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 |
|---|---|---|---|---|---|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
2,965
shares
|
$327,039
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,948
shares
|
$325,164
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
2,930
shares
|
$323,179
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,925
shares
|
$322,627
0.04% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
2,908
shares
|
$320,752
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
2,901
shares
|
$319,980
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
2,882
shares
|
$317,884
0.03% of portfolio
|
Q2 2025
Reduced 31.92%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
2,879
shares
|
$317,553
0.08% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
2,854
shares
|
$314,796
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
2,812
shares
|
$310,163
0.02% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,802
shares
|
$309,060
0.04% of portfolio
|
Q2 2025
Reduced 89.61%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 15, 2025 Q2 2025 |
2,742
shares
|
$302,442
0.26% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
2,732
shares
|
$301,339
0.03% of portfolio
|
Q1 2025
Reduced 40.52%
|
|
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
Nov 14, 2023 Q3 2023 |
2,725
shares
|
$300,567
0.1% of portfolio
|
Q2 2023
Reduced 39.91%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
2,725
shares
|
$300,567
0.01% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
2,673
shares
|
$294,831
0.03% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
2,630
shares
|
$290,089
0.01% of portfolio
|
Q2 2025
Added 22.33%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
2,619
shares
|
$288,875
0.08% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
2,525
shares
|
$278,507
0.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
2,512
shares
|
$277,073
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
2,450
shares
|
$270,235
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
2,434
shares
|
$268,470
0.01% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,423
shares
|
$267,256
0.02% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Jul 30, 2025 Q2 2025 |
2,405
shares
|
$265,271
0.19% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
2,398
shares
|
$264,499
0.02% of portfolio
|
Q2 2025
Reduced 9.03%
|