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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
1,653
shares
|
$182,325
0.04% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
1,643
shares
|
$181,222
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
1,611
shares
|
$177,693
0.1% of portfolio
|
Q2 2025
Added 100.87%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jul 29, 2025 Q2 2025 |
1,585
shares
|
$174,825
0.11% of portfolio
|
Q4 2024
Reduced 97.77%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
1,538
shares
|
$169,641
0.12% of portfolio
|
Q2 2025
Added 8947.06%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,450
shares
|
$159,935
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
1,331
shares
|
$146,809
0.05% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,280
shares
|
$141,184
0.02% of portfolio
|
Q2 2025
Reduced 65.67%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,249
shares
|
$137,764
0.0% of portfolio
|
Q2 2025
Added 38.62%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,183
shares
|
$130,484
0.07% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,129
shares
|
$124,528
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
1,120
shares
|
$123,536
0.01% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
1,075
shares
|
$118,572
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,014
shares
|
$111,844
0.0% of portfolio
|
Q1 2025
Reduced 33.86%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
914
shares
|
$100,814
0.03% of portfolio
|
Q2 2025
Reduced 34.15%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
909
shares
|
$100,262
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
883
shares
|
$97,394
0.0% of portfolio
|
Q1 2025
Added 71.12%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
846
shares
|
$93,313
0.01% of portfolio
|
Q2 2021
Reduced 16.16%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
763
shares
|
$84,158
0.05% of portfolio
|
Q2 2024
Reduced 92.88%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
723
shares
|
$79,746
0.01% of portfolio
|
Q2 2025
Reduced 56.81%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
700
shares
|
$77,210
0.01% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
696
shares
|
$76,768
0.01% of portfolio
|
Q2 2025
Added 596.0%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
688
shares
|
$75,886
0.0% of portfolio
|
Q2 2025
Reduced 97.99%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
664
shares
|
$73,239
0.0% of portfolio
|
Q1 2022
Reduced 30.76%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
660
shares
|
$72,798
0.0% of portfolio
|
Q1 2025
Reduced 68.36%
|