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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
39
shares
|
$4,307
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
39
shares
|
$4,307
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
37
shares
|
$4,086
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
35
shares
|
$3,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
35
shares
|
$3,865
0.0% of portfolio
|
Q1 2025
Added 3400.0%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
35
shares
|
$3,865
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
29
shares
|
$3,202
0.0% of portfolio
|
Q1 2025
Added 107.14%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
23
shares
|
$2,540
0.0% of portfolio
|
Q1 2025
Added 109.09%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
17
shares
|
$1,877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
17
shares
|
$1,877
0.0% of portfolio
|
Q1 2025
Reduced 51.43%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
16
shares
|
$1,767
0.0% of portfolio
|
Q2 2023
Reduced 95.63%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
15
shares
|
$1,656
0.0% of portfolio
|
Q3 2024
Reduced 96.45%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
15
shares
|
$1,656
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
11
shares
|
$1,214
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
11
shares
|
$1,214
0.0% of portfolio
|
Q3 2024
Reduced 94.53%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
10
shares
|
$1,104
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
3
shares
|
$331
0.0% of portfolio
|
Q3 2023
Reduced 99.83%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
3
shares
|
$331
0.0% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
3
shares
|
$331
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
2
shares
|
$220
0.02% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2
shares
|
$220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
1
shares
|
$110
0.0% of portfolio
|
Q1 2025
Reduced 98.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1
shares
|
$110
0.0% of portfolio
|
Q1 2025
Reduced 90.91%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|