Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 780 institutions that hold shares in the stock, with a total of 95.6 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
203,430
shares
|
$22.5 Million
14.73% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
199,990
shares
|
$22.1 Million
4.83% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
194,667
shares
|
$21.5 Million
19.72% of portfolio
|
Q4 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
186,081
shares
|
$20.6 Million
1.24% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
182,724
shares
|
$20.2 Million
3.28% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
180,770
shares
|
$20 Million
8.36% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
180,250
shares
|
$19.9 Million
5.01% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
180,020
shares
|
$19.9 Million
3.75% of portfolio
|
Q4 2024
Added 83.61%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
172,992
shares
|
$19.1 Million
0.08% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
172,631
shares
|
$19.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 52.18%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
170,000
shares
|
$18.8 Million
6.18% of portfolio
|
Q4 2024
Added 112.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
169,840
shares
|
$18.8 Million
0.17% of portfolio
|
Q4 2024
Reduced 33.51%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
166,649
shares
|
$18.4 Million
0.63% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
165,614
shares
|
$18.3 Million
6.98% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
162,105
shares
|
$17.9 Million
0.89% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
156,778
shares
|
$17.3 Million
0.96% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
153,526
shares
|
$17 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
149,156
shares
|
$16.5 Million
6.78% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
146,901
shares
|
$16.2 Million
0.18% of portfolio
|
Q2 2024
Added 11.24%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
146,266
shares
|
$16.2 Million
9.96% of portfolio
|
Q4 2024
Reduced 22.48%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
144,586
shares
|
$16 Million
2.42% of portfolio
|
Q4 2024
Added 62.64%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
136,911
shares
|
$15.1 Million
1.26% of portfolio
|
Q3 2023
Reduced 60.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
130,991
shares
|
$14.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 49.86%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Feb 04, 2025 Q4 2024 |
130,720
shares
|
$14.4 Million
8.31% of portfolio
|
Q4 2024
Added 311.43%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
130,539
shares
|
$14.4 Million
1.39% of portfolio
|
Q4 2024
Reduced 4.58%
|