Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 802 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 $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
394,178
shares
|
$43.5 Million
0.11% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
389,853
shares
|
$43.1 Million
11.43% of portfolio
|
Q1 2025
Reduced 54.86%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
374,493
shares
|
$41.4 Million
13.04% of portfolio
|
Q1 2025
Reduced 45.51%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
373,845
shares
|
$41.3 Million
1.75% of portfolio
|
Q1 2025
Added 54.87%
|
|
|
Client First Capital LLC
|
Apr 29, 2025 Q1 2025 |
356,518
shares
|
$39.4 Million
20.69% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
348,115
shares
|
$38.4 Million
10.68% of portfolio
|
Q1 2025
Added 3242.12%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
331,297
shares
|
$36.6 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
323,755
shares
|
$35.8 Million
6.14% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
317,429
shares
|
$35.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
310,465
shares
|
$34.3 Million
1.01% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
301,611
shares
|
$33.3 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
287,038
shares
|
$31.7 Million
5.68% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
286,625
shares
|
$31.7 Million
7.46% of portfolio
|
Q1 2025
Reduced 22.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
274,618
shares
|
$30.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
272,883
shares
|
$30.1 Million
0.47% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
257,073
shares
|
$28.4 Million
6.66% of portfolio
|
Q1 2025
Reduced 15.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
253,564
shares
|
$28 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
251,422
shares
|
$27.8 Million
0.25% of portfolio
|
Q1 2025
Added 48.03%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
250,177
shares
|
$27.6 Million
3.04% of portfolio
|
Q1 2025
Added 204.64%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
250,128
shares
|
$27.6 Million
1.19% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
248,486
shares
|
$27.4 Million
4.58% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
239,311
shares
|
$26.4 Million
5.82% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
237,725
shares
|
$26.3 Million
0.22% of portfolio
|
Q1 2025
Reduced 28.37%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
235,605
shares
|
$26 Million
21.98% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
230,183
shares
|
$25.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.49%
|