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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
35
shares
|
$3,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
35
shares
|
$3,860
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
29
shares
|
$3,198
0.0% of portfolio
|
Q1 2025
Added 107.14%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
27
shares
|
$2,978
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
23
shares
|
$2,536
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
22
shares
|
$2,426
0.0% of portfolio
|
Q2 2025
Reduced 43.59%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
17
shares
|
$1,875
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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
|
Aug 07, 2025 Q2 2025 |
15
shares
|
$1,654
0.0% of portfolio
|
Q3 2024
Reduced 96.45%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
12
shares
|
$1,323
0.0% of portfolio
|
Q2 2025
Reduced 47.83%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
10
shares
|
$1,103
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$1,103
0.0% of portfolio
|
Q2 2025
Reduced 89.01%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
8
shares
|
$882
0.0% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
6
shares
|
$661
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3
shares
|
$330
0.0% of portfolio
|
Q3 2023
Reduced 99.83%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
3
shares
|
$330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
2
shares
|
$220
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
2
shares
|
$220
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
2
shares
|
$220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1
shares
|
$110
0.0% of portfolio
|
Q1 2025
Reduced 90.91%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|