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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
81,377
shares
|
$8.99 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.37%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
80,853
shares
|
$8.93 Million
1.12% of portfolio
|
Q1 2025
Added 253.42%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
79,775
shares
|
$8.81 Million
0.94% of portfolio
|
Q1 2024
Reduced 19.93%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
78,711
shares
|
$8.69 Million
0.43% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
77,686
shares
|
$8.58 Million
0.91% of portfolio
|
Q4 2024
Reduced 21.7%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
77,283
shares
|
$8.54 Million
2.07% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
75,445
shares
|
$8.33 Million
0.73% of portfolio
|
Q1 2025
Added 20.85%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
74,013
shares
|
$8.17 Million
1.83% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
72,543
shares
|
$8.01 Million
0.23% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Apr 11, 2025 Q1 2025 |
71,863
shares
|
$7.94 Million
3.4% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
71,507
shares
|
$7.9 Million
1.44% of portfolio
|
Q1 2025
Added 72.58%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
71,415
shares
|
$7.89 Million
0.05% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
70,213
shares
|
$7.75 Million
0.52% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
68,310
shares
|
$7.54 Million
3.22% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
65,773
shares
|
$7.26 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
65,467
shares
|
$7.23 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
May 12, 2025 Q1 2025 |
63,955
shares
|
$7.06 Million
3.83% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
62,832
shares
|
$6.94 Million
0.19% of portfolio
|
Q1 2025
Reduced 22.98%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
May 05, 2025 Q1 2025 |
62,690
shares
|
$6.92 Million
2.97% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
62,408
shares
|
$6.89 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
62,188
shares
|
$6.87 Million
2.06% of portfolio
|
Q1 2025
Added 18.21%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
61,545
shares
|
$6.8 Million
2.21% of portfolio
|
Q1 2025
Added 509.84%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
60,788
shares
|
$6.71 Million
4.23% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
58,598
shares
|
$6.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
58,078
shares
|
$6.41 Million
0.15% of portfolio
|
Q1 2025
Added 0.96%
|