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 |
|---|---|---|---|---|---|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Apr 17, 2025 Q1 2025 |
226,356
shares
|
$25 Million
22.81% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
224,539
shares
|
$24.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 32.04%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
217,444
shares
|
$24 Million
9.81% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
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%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
205,206
shares
|
$22.7 Million
13.37% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Apr 11, 2025 Q1 2025 |
203,618
shares
|
$22.5 Million
29.56% of portfolio
|
Q1 2025
Added 214.39%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
187,605
shares
|
$20.7 Million
5.44% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
186,082
shares
|
$20.6 Million
1.19% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Apr 30, 2025 Q1 2025 |
184,683
shares
|
$20.4 Million
11.52% of portfolio
|
Q1 2025
Added 41.28%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
183,300
shares
|
$20.2 Million
3.37% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
182,375
shares
|
$20.1 Million
5.17% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
181,596
shares
|
$20.1 Million
0.53% of portfolio
|
Q1 2025
Reduced 44.2%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
180,770
shares
|
$20 Million
8.36% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
179,394
shares
|
$19.8 Million
3.05% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
172,951
shares
|
$19.1 Million
0.62% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Gunma Bank,Ltd.
|
May 07, 2025 Q1 2025 |
170,000
shares
|
$18.8 Million
6.05% of portfolio
|
Q4 2024
Added 112.5%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
169,753
shares
|
$18.7 Million
0.23% of portfolio
|
Q1 2025
Added 4623.23%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
166,161
shares
|
$18.4 Million
0.6% of portfolio
|
Q1 2025
Reduced 78.6%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
163,736
shares
|
$18.1 Million
6.93% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
162,997
shares
|
$18 Million
0.76% of portfolio
|
Q1 2025
Added 180.02%
|
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
162,118
shares
|
$17.9 Million
4.24% of portfolio
|
Q1 2025
Reduced 20.79%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
157,571
shares
|
$17.4 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
155,017
shares
|
$17.1 Million
0.44% of portfolio
|
Q1 2025
Added 33.0%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
154,017
shares
|
$17 Million
2.6% of portfolio
|
Q1 2025
Added 23.09%
|