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 |
|---|---|---|---|---|---|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
2,012
shares
|
$221,923
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,005
shares
|
$221,151
0.03% of portfolio
|
Q2 2025
Reduced 63.44%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
2,003
shares
|
$220,930
0.07% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
2,000
shares
|
$220,600
0.09% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
2,000
shares
|
$220,600
0.1% of portfolio
|
Q2 2025
Reduced 25.93%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
1,999
shares
|
$220,489
0.05% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
1,968
shares
|
$217,070
0.14% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
1,966
shares
|
$216,849
0.01% of portfolio
|
Q2 2025
Reduced 99.35%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,962
shares
|
$216,408
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
1,918
shares
|
$211,555
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
1,918
shares
|
$211,555
0.08% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,913
shares
|
$211,003
0.01% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,905
shares
|
$210,121
0.04% of portfolio
|
Q1 2024
Added 110.5%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,902
shares
|
$209,790
0.13% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
1,900
shares
|
$209,570
0.01% of portfolio
|
Q1 2025
Reduced 20.07%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,887
shares
|
$208,136
0.12% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
1,882
shares
|
$207,584
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
1,875
shares
|
$206,812
0.06% of portfolio
|
Q2 2025
Added 215.13%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
1,858
shares
|
$204,937
0.01% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
1,856
shares
|
$204,716
0.03% of portfolio
|
Q2 2025
Reduced 23.78%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
1,840
shares
|
$202,952
0.01% of portfolio
|
Q3 2023
Reduced 58.88%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,824
shares
|
$201,187
0.0% of portfolio
|
Q2 2025
Reduced 27.1%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
1,815
shares
|
$200,194
0.06% of portfolio
|
Q1 2025
Reduced 93.84%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
1,813
shares
|
$199,973
0.07% of portfolio
|
Q1 2025
Reduced 18.85%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
1,712
shares
|
$188,833
0.05% of portfolio
|
Q2 2025
New holding
|