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 |
|---|---|---|---|---|---|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
652
shares
|
$71,915
0.04% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
617
shares
|
$68,055
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
568
shares
|
$62,650
0.0% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
530
shares
|
$58,459
0.04% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
526
shares
|
$58,017
0.03% of portfolio
|
Q1 2021
Reduced 43.5%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
510
shares
|
$56,253
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
508
shares
|
$56,032
0.0% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Aug 05, 2025 Q2 2025 |
500
shares
|
$55,150
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
498
shares
|
$54,929
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
480
shares
|
$52,944
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
470
shares
|
$51,841
0.04% of portfolio
|
Q2 2022
Added 29.83%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
454
shares
|
$50,076
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
415
shares
|
$45,774
0.0% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
386
shares
|
$42,575
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
366
shares
|
$40,369
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
349
shares
|
$38,494
0.0% of portfolio
|
Q2 2025
Reduced 81.78%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
312
shares
|
$34,413
0.0% of portfolio
|
Q4 2023
Added 173.68%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
282
shares
|
$31,104
0.0% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
271
shares
|
$29,891
0.01% of portfolio
|
Q2 2024
Reduced 53.68%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
267
shares
|
$29,450
0.01% of portfolio
|
Q2 2022
Closed
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
254
shares
|
$28,016
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
243
shares
|
$26,802
0.0% of portfolio
|
Q1 2024
Added 737.93%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
213
shares
|
$23,493
0.0% of portfolio
|
Q2 2023
Reduced 69.92%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
185
shares
|
$20,405
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
182
shares
|
$20,074
0.01% of portfolio
|
Q2 2025
New holding
|