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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
320,642
shares
|
$35.4 Million
0.01% of portfolio
|
Q2 2025
Added 16.76%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
315,119
shares
|
$34.8 Million
0.9% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
309,079
shares
|
$34.1 Million
0.33% of portfolio
|
Q2 2025
Added 173.91%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
297,098
shares
|
$32.8 Million
9.33% of portfolio
|
Q2 2025
Reduced 51.32%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
292,466
shares
|
$32.3 Million
0.74% of portfolio
|
Q2 2025
Reduced 50.13%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
289,879
shares
|
$32 Million
0.55% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
288,246
shares
|
$31.8 Million
5.2% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
287,846
shares
|
$31.7 Million
8.72% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
286,440
shares
|
$31.6 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
283,342
shares
|
$31.3 Million
11.92% of portfolio
|
Q2 2025
Added 30.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
277,471
shares
|
$30.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 32.48%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
272,764
shares
|
$30.1 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
261,634
shares
|
$28.9 Million
0.2% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
261,414
shares
|
$28.8 Million
4.34% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
261,414
shares
|
$28.8 Million
4.29% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Aug 05, 2025 Q2 2025 |
259,805
shares
|
$28.7 Million
33.57% of portfolio
|
Q2 2025
Added 27.59%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Aug 14, 2025 Q2 2025 |
259,486
shares
|
$28.6 Million
22.72% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
259,435
shares
|
$28.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 61.53%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
254,989
shares
|
$28.1 Million
1.09% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
244,507
shares
|
$27 Million
0.07% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
244,079
shares
|
$26.9 Million
6.01% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
236,188
shares
|
$26.1 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
224,539
shares
|
$24.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 32.04%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Aug 01, 2025 Q2 2025 |
216,101
shares
|
$23.8 Million
11.08% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
214,355
shares
|
$23.6 Million
0.9% of portfolio
|
Q2 2025
New holding
|