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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
154,220
shares
|
$17 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
151,398
shares
|
$16.7 Million
6.47% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
149,048
shares
|
$16.4 Million
2.26% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
148,023
shares
|
$16.3 Million
0.03% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
147,171
shares
|
$16.2 Million
0.62% of portfolio
|
Q2 2025
Added 863.98%
|
|
|
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%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
145,036
shares
|
$16 Million
3.98% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
143,720
shares
|
$15.9 Million
0.75% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
141,778
shares
|
$15.6 Million
3.69% of portfolio
|
Q2 2025
Reduced 24.43%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
136,911
shares
|
$15.1 Million
1.26% of portfolio
|
Q3 2023
Reduced 60.33%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
136,635
shares
|
$15.1 Million
1.03% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
134,762
shares
|
$14.9 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
134,271
shares
|
$14.8 Million
8.05% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
132,755
shares
|
$14.6 Million
1.29% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
129,254
shares
|
$14.3 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
126,286
shares
|
$13.9 Million
0.08% of portfolio
|
Q2 2025
Added 35.95%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
125,143
shares
|
$13.8 Million
0.68% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
124,612
shares
|
$13.7 Million
0.23% of portfolio
|
Q2 2025
Added 27.53%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
122,841
shares
|
$13.5 Million
1.02% of portfolio
|
Q4 2022
Reduced 1.56%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
120,559
shares
|
$13.3 Million
6.38% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
119,585
shares
|
$13.2 Million
0.07% of portfolio
|
Q2 2025
Added 91.62%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
117,303
shares
|
$12.9 Million
0.09% of portfolio
|
Q2 2025
Added 239.05%
|
|
|
Titan Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
116,894
shares
|
$12.9 Million
25.29% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
114,889
shares
|
$12.7 Million
1.33% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
111,680
shares
|
$12.3 Million
3.18% of portfolio
|
Q2 2025
Reduced 1.96%
|