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 |
|---|---|---|---|---|---|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
2,398
shares
|
$264,547
0.02% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
2,387
shares
|
$263,333
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
2,351
shares
|
$259,362
0.01% of portfolio
|
Q4 2022
Reduced 4.89%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
2,347
shares
|
$258,921
0.05% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
2,336
shares
|
$257,707
0.23% of portfolio
|
Q1 2025
Reduced 46.88%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
2,323
shares
|
$256,273
0.05% of portfolio
|
Q1 2025
Reduced 34.06%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
2,290
shares
|
$252,632
0.14% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,262
shares
|
$249,543
0.02% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
2,248
shares
|
$247,999
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
2,220
shares
|
$244,910
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,220
shares
|
$244,910
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
2,218
shares
|
$244,689
0.1% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Divergent Planning, LLC
|
Jul 09, 2025 Q2 2025 |
2,218
shares
|
$244,689
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
2,214
shares
|
$244,248
0.02% of portfolio
|
Q1 2025
Added 79.42%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
2,206
shares
|
$243,365
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
2,196
shares
|
$242,262
0.04% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
2,175
shares
|
$239,945
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
2,166
shares
|
$238,953
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
2,152
shares
|
$237,408
0.06% of portfolio
|
Q1 2025
Reduced 69.74%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
2,150
shares
|
$237,187
0.01% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
2,137
shares
|
$235,753
0.11% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
2,130
shares
|
$234,981
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,123
shares
|
$234,209
0.0% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
2,110
shares
|
$232,775
0.02% of portfolio
|
Q1 2022
Reduced 5.8%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
2,103
shares
|
$232,002
0.02% of portfolio
|
Q1 2025
Reduced 9.97%
|