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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
125,400
shares
|
$13.9 Million
1.09% of portfolio
|
Q1 2025
Added 25.15%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
125,122
shares
|
$13.8 Million
2.07% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
122,841
shares
|
$13.6 Million
1.02% of portfolio
|
Q4 2022
Reduced 1.56%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
122,225
shares
|
$13.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 32.83%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
120,559
shares
|
$13.3 Million
6.38% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
120,132
shares
|
$13.3 Million
5.64% of portfolio
|
Q4 2024
Added 55.23%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
117,662
shares
|
$13 Million
3.85% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
117,546
shares
|
$13 Million
3.44% of portfolio
|
Q4 2024
New holding
|
|
|
Titan Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
116,894
shares
|
$12.9 Million
25.29% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
116,550
shares
|
$12.9 Million
0.46% of portfolio
|
Q4 2024
Added 843.72%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
115,460
shares
|
$12.8 Million
1.33% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
113,348
shares
|
$12.5 Million
6.73% of portfolio
|
Q4 2024
Reduced 19.87%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
113,201
shares
|
$12.5 Million
3.43% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
111,965
shares
|
$12.4 Million
1.38% of portfolio
|
Q4 2024
Added 329208.81%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
108,915
shares
|
$12 Million
1.42% of portfolio
|
Q4 2024
Added 294.82%
|
|
|
Udine Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
107,750
shares
|
$11.9 Million
7.76% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
104,817
shares
|
$11.6 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
103,628
shares
|
$11.4 Million
1.04% of portfolio
|
Q4 2024
Reduced 84.84%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
103,062
shares
|
$11.4 Million
1.18% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Jan 27, 2025 Q4 2024 |
97,330
shares
|
$10.8 Million
8.38% of portfolio
|
Q4 2024
Reduced 13.55%
|
|
|
Climber Capital Sa
Nyon, V8 |
Feb 12, 2025 Q4 2024 |
96,995
shares
|
$10.7 Million
7.38% of portfolio
|
Q4 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
95,577
shares
|
$10.6 Million
9.12% of portfolio
|
Q4 2024
Added 45.85%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Feb 13, 2025 Q4 2024 |
95,364
shares
|
$10.5 Million
4.34% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
93,937
shares
|
$10.4 Million
0.04% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
92,067
shares
|
$10.2 Million
0.12% of portfolio
|
Q4 2024
Reduced 14.48%
|