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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
171
shares
|
$18,861
0.01% of portfolio
|
Q2 2025
Added 26.67%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
164
shares
|
$18,089
0.01% of portfolio
|
Q2 2025
Reduced 96.8%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
145
shares
|
$15,993
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
143
shares
|
$15,772
0.0% of portfolio
|
Q2 2024
Added 266.67%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
135
shares
|
$14,890
0.02% of portfolio
|
Q1 2025
Reduced 85.76%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
134
shares
|
$14,780
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Asset Management One Co., Ltd.
|
Jul 31, 2025 Q2 2025 |
129
shares
|
$14,228
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
119
shares
|
$13,125
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
113
shares
|
$12,463
0.0% of portfolio
|
Q2 2023
Added 1199.12%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
111
shares
|
$12,243
0.0% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
100
shares
|
$11,030
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
72
shares
|
$7,941
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
70
shares
|
$7,721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
69
shares
|
$7,610
0.0% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
66
shares
|
$7,279
0.0% of portfolio
|
Q1 2025
Reduced 86.36%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
66
shares
|
$7,279
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
54
shares
|
$5,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
53
shares
|
$5,845
0.0% of portfolio
|
Q3 2024
Reduced 69.54%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
48
shares
|
$5,294
0.0% of portfolio
|
Q1 2025
Reduced 86.44%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
46
shares
|
$5,073
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
44
shares
|
$4,853
0.0% of portfolio
|
Q2 2025
Reduced 70.86%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
42
shares
|
$4,632
0.0% of portfolio
|
Q2 2025
Added 4100.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
41
shares
|
$4,522
0.0% of portfolio
|
Q2 2022
Reduced 99.9%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
41
shares
|
$4,522
0.01% of portfolio
|
Q3 2024
Reduced 94.29%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
35
shares
|
$3,860
0.0% of portfolio
|
Q2 2025
Added 5214.29%
|