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 |
|---|---|---|---|---|---|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
149,156
shares
|
$16.5 Million
6.78% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
147,584
shares
|
$16.3 Million
3.29% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
147,015
shares
|
$16.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
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 |
Apr 17, 2025 Q1 2025 |
143,671
shares
|
$15.9 Million
4.36% of portfolio
|
Q1 2025
Added 22.23%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
138,231
shares
|
$15.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
136,911
shares
|
$15.1 Million
1.26% of portfolio
|
Q3 2023
Reduced 60.33%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
132,675
shares
|
$14.7 Million
0.41% of portfolio
|
Q1 2025
Added 181.35%
|
|
|
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%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
129,205
shares
|
$14.3 Million
9.14% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
125,400
shares
|
$13.8 Million
1.09% of portfolio
|
Q1 2025
Added 25.15%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
124,147
shares
|
$13.7 Million
10.7% of portfolio
|
Q1 2025
Added 29.89%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
122,841
shares
|
$13.6 Million
1.02% of portfolio
|
Q4 2022
Reduced 1.56%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
120,599
shares
|
$13.3 Million
0.24% of portfolio
|
Q1 2025
Added 139.1%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
120,559
shares
|
$13.3 Million
6.38% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Titan Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
116,894
shares
|
$12.9 Million
25.29% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
116,821
shares
|
$12.9 Million
3.59% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
115,585
shares
|
$12.8 Million
0.04% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
115,120
shares
|
$12.7 Million
0.69% of portfolio
|
Q1 2025
Reduced 26.57%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
114,325
shares
|
$12.6 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
113,908
shares
|
$12.6 Million
3.52% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
112,841
shares
|
$12.5 Million
0.14% of portfolio
|
Q1 2025
Reduced 55.63%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
112,565
shares
|
$12.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
111,742
shares
|
$12.3 Million
11.1% of portfolio
|
Q1 2025
Added 408.29%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
110,795
shares
|
$12.2 Million
5.52% of portfolio
|
Q1 2025
Reduced 7.77%
|