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 |
|---|---|---|---|---|---|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
557
shares
|
$61,515
0.04% of portfolio
|
Q1 2025
Added 237.58%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
526
shares
|
$58,091
0.04% of portfolio
|
Q1 2021
Reduced 43.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
525
shares
|
$57,981
0.0% of portfolio
|
Q1 2025
Reduced 52.53%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
517
shares
|
$57,097
0.0% of portfolio
|
Q1 2024
Added 330.83%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
500
shares
|
$55,220
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
480
shares
|
$53,011
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
470
shares
|
$51,906
0.04% of portfolio
|
Q2 2022
Added 29.83%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
456
shares
|
$50,360
0.02% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
454
shares
|
$50,139
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
425
shares
|
$46,937
0.0% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
386
shares
|
$42,629
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
366
shares
|
$40,421
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
324
shares
|
$35,782
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
312
shares
|
$34,457
0.0% of portfolio
|
Q4 2023
Added 173.68%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
271
shares
|
$29,929
0.01% of portfolio
|
Q2 2024
Reduced 53.68%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
270
shares
|
$29,818
0.0% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
267
shares
|
$29,487
0.01% of portfolio
|
Q2 2022
Closed
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
243
shares
|
$26,836
0.0% of portfolio
|
Q1 2024
Added 737.93%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
213
shares
|
$23,523
0.0% of portfolio
|
Q2 2023
Reduced 69.92%
|
|
|
Cohalo Advisory LLC
Snoqualmie, WA |
Apr 22, 2025 Q1 2025 |
200
shares
|
$22,088
1.63% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
152
shares
|
$16,786
0.0% of portfolio
|
Q1 2025
Reduced 70.83%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
151
shares
|
$16,676
0.01% of portfolio
|
Q1 2025
Reduced 36.55%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
145
shares
|
$16,013
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
143
shares
|
$15,792
0.0% of portfolio
|
Q2 2024
Added 266.67%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
135
shares
|
$14,909
0.01% of portfolio
|
Q1 2025
New holding
|