Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 781 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
66
shares
|
$7,279
0.0% of portfolio
|
Q1 2025
Reduced 86.36%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
64
shares
|
$7,058
0.0% of portfolio
|
Q3 2025
Reduced 90.8%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
54
shares
|
$5,955
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
52
shares
|
$5,735
0.0% of portfolio
|
Q3 2025
Added 333.33%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
48
shares
|
$5,293
0.0% of portfolio
|
Q1 2025
Reduced 86.44%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
43
shares
|
$4,742
0.0% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
41
shares
|
$4,521
0.0% of portfolio
|
Q2 2022
Reduced 99.9%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
39
shares
|
$4,301
0.0% of portfolio
|
Q3 2025
Reduced 26.42%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
35
shares
|
$3,860
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
29
shares
|
$3,198
0.0% of portfolio
|
Q1 2025
Added 107.14%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
23
shares
|
$2,536
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
20
shares
|
$2,205
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
17
shares
|
$1,874
0.01% of portfolio
|
Q3 2025
Reduced 98.89%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
16
shares
|
$1,764
0.0% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
16
shares
|
$1,764
0.0% of portfolio
|
Q2 2023
Reduced 95.63%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
15
shares
|
$1,654
0.0% of portfolio
|
Q3 2024
Reduced 96.45%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
11
shares
|
$1,213
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
10
shares
|
$1,102
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
10
shares
|
$1,102
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
9
shares
|
$992
0.0% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
9
shares
|
$992
0.04% of portfolio
|
Q3 2025
Added 350.0%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
8
shares
|
$882
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
7
shares
|
$772
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
4
shares
|
$441
0.0% of portfolio
|
Q3 2025
Reduced 99.78%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
3
shares
|
$330
0.0% of portfolio
|
Q3 2023
Reduced 99.83%
|
|