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 |
|---|---|---|---|---|---|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
2,387
shares
|
$263,286
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
2,323
shares
|
$256,226
0.05% of portfolio
|
Q1 2025
Reduced 34.06%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
2,303
shares
|
$254,020
0.03% of portfolio
|
Q2 2025
Reduced 61.12%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
2,290
shares
|
$252,587
0.14% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,285
shares
|
$252,035
0.0% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
2,276
shares
|
$251,042
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,262
shares
|
$249,498
0.02% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
2,256
shares
|
$248,836
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
2,248
shares
|
$247,954
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
2,238
shares
|
$246,851
0.02% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,220
shares
|
$244,866
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
2,218
shares
|
$244,645
0.1% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
2,206
shares
|
$243,321
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
2,196
shares
|
$242,218
0.04% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
2,191
shares
|
$241,667
0.01% of portfolio
|
Q2 2025
Reduced 45.36%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
2,175
shares
|
$239,902
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
2,137
shares
|
$235,711
0.11% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
2,134
shares
|
$235,380
0.04% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
2,110
shares
|
$232,733
0.02% of portfolio
|
Q1 2022
Reduced 5.8%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
2,103
shares
|
$231,960
0.02% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
2,100
shares
|
$231,630
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
2,088
shares
|
$230,306
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
2,069
shares
|
$228,210
0.04% of portfolio
|
Q2 2025
Reduced 59.39%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
2,065
shares
|
$227,769
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
2,028
shares
|
$223,688
0.02% of portfolio
|
Q2 2025
Added 11.12%
|