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 |
|---|---|---|---|---|---|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
213,053
shares
|
$23.5 Million
22.62% of portfolio
|
Q2 2025
Added 94.74%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
211,628
shares
|
$23.3 Million
11.78% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
210,532
shares
|
$23.2 Million
18.04% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
210,030
shares
|
$23.2 Million
0.98% of portfolio
|
Q2 2020
Added 47.44%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
209,279
shares
|
$23.1 Million
16.26% of portfolio
|
Q2 2023
Added 4.06%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
202,611
shares
|
$22.3 Million
1.14% of portfolio
|
Q2 2025
Reduced 57.33%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
195,248
shares
|
$21.5 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
194,696
shares
|
$21.5 Million
9.02% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
189,762
shares
|
$20.9 Million
0.17% of portfolio
|
Q2 2025
Reduced 24.52%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
187,136
shares
|
$20.6 Million
4.97% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
186,551
shares
|
$20.6 Million
3.18% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
184,729
shares
|
$20.4 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
183,503
shares
|
$20.2 Million
5.51% of portfolio
|
Q2 2025
Added 279.22%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
182,560
shares
|
$20.1 Million
2.06% of portfolio
|
Q2 2025
Reduced 27.03%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
182,529
shares
|
$20.1 Million
0.08% of portfolio
|
Q2 2025
Added 32.05%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
180,770
shares
|
$19.9 Million
8.36% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
176,657
shares
|
$19.5 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
175,683
shares
|
$19.4 Million
0.08% of portfolio
|
Q2 2025
Added 51.99%
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
173,441
shares
|
$19.1 Million
4.32% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
171,837
shares
|
$19 Million
2.76% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
170,000
shares
|
$18.8 Million
6.13% of portfolio
|
Q4 2024
Added 112.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
166,495
shares
|
$18.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 58.11%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
163,392
shares
|
$18 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
161,273
shares
|
$17.8 Million
2.6% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
156,982
shares
|
$17.3 Million
0.64% of portfolio
|
Q2 2025
Reduced 3.69%
|