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 |
|---|---|---|---|---|---|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
109,904
shares
|
$12.1 Million
1.37% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
109,405
shares
|
$12.1 Million
7.05% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Udine Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
107,750
shares
|
$11.9 Million
8.1% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Apr 24, 2025 Q1 2025 |
105,057
shares
|
$11.6 Million
9.37% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
103,156
shares
|
$11.4 Million
1.37% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
103,062
shares
|
$11.4 Million
1.18% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
102,815
shares
|
$11.4 Million
6.33% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
100,335
shares
|
$11.1 Million
0.02% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
97,709
shares
|
$10.8 Million
0.2% of portfolio
|
Q1 2025
Added 19.2%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
95,053
shares
|
$10.5 Million
5.3% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
93,928
shares
|
$10.4 Million
0.38% of portfolio
|
Q1 2025
Added 51.7%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
93,675
shares
|
$10.3 Million
2.93% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
92,891
shares
|
$10.3 Million
0.06% of portfolio
|
Q1 2025
Added 76.23%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
92,421
shares
|
$10.2 Million
5.64% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
91,637
shares
|
$10.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
91,404
shares
|
$10.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.22%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
91,201
shares
|
$10.1 Million
6.72% of portfolio
|
Q1 2025
Reduced 65.28%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
May 05, 2025 Q1 2025 |
90,701
shares
|
$10 Million
5.72% of portfolio
|
Q1 2025
Reduced 37.99%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
89,527
shares
|
$9.89 Million
0.76% of portfolio
|
Q1 2025
Added 72.64%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
89,291
shares
|
$9.86 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
87,009
shares
|
$9.61 Million
2.29% of portfolio
|
Q1 2025
Added 13.34%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
86,587
shares
|
$9.56 Million
3.35% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
86,152
shares
|
$9.51 Million
3.07% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
85,968
shares
|
$9.49 Million
0.12% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
82,972
shares
|
$9.16 Million
1.98% of portfolio
|
Q1 2025
Reduced 53.91%
|