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 |
|---|---|---|---|---|---|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
111,550
shares
|
$12.3 Million
0.22% of portfolio
|
Q2 2025
Reduced 38.57%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
110,725
shares
|
$12.2 Million
1.05% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
109,518
shares
|
$12.1 Million
2.92% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
109,259
shares
|
$12.1 Million
1.09% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
108,429
shares
|
$12 Million
1.14% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Udine Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
107,750
shares
|
$11.9 Million
7.06% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
107,362
shares
|
$11.8 Million
9.85% of portfolio
|
Q2 2025
Reduced 13.52%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Aug 06, 2025 Q2 2025 |
104,404
shares
|
$11.5 Million
8.79% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
103,793
shares
|
$11.4 Million
7.19% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
101,056
shares
|
$11.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
100,295
shares
|
$11.1 Million
5.65% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
97,839
shares
|
$10.8 Million
3.36% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
96,741
shares
|
$10.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 43.01%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
95,088
shares
|
$10.5 Million
3.53% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
93,238
shares
|
$10.3 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Jul 31, 2025 Q2 2025 |
91,621
shares
|
$10.1 Million
5.51% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
91,461
shares
|
$10.1 Million
3.99% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
90,044
shares
|
$9.93 Million
0.06% of portfolio
|
Q2 2025
Added 26.09%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
89,217
shares
|
$9.84 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
88,422
shares
|
$9.75 Million
1.81% of portfolio
|
Q2 2025
Added 163.71%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
86,551
shares
|
$9.55 Million
2.17% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
85,576
shares
|
$9.44 Million
0.01% of portfolio
|
Q2 2025
Added 10942.06%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
85,371
shares
|
$9.42 Million
4.5% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
84,202
shares
|
$9.29 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
84,089
shares
|
$9.28 Million
2.55% of portfolio
|
Q2 2025
Reduced 2.39%
|