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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
83,397
shares
|
$9.2 Million
0.41% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
83,344
shares
|
$9.19 Million
0.87% of portfolio
|
Q2 2025
Added 782.32%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
80,895
shares
|
$8.92 Million
1.74% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
79,775
shares
|
$8.8 Million
0.94% of portfolio
|
Q1 2024
Reduced 19.93%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
79,325
shares
|
$8.75 Million
0.31% of portfolio
|
Q2 2025
Reduced 15.55%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
78,832
shares
|
$8.7 Million
6.98% of portfolio
|
Q2 2025
Reduced 29.45%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
78,549
shares
|
$8.66 Million
0.39% of portfolio
|
Q2 2025
Added 421.37%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
77,884
shares
|
$8.59 Million
0.61% of portfolio
|
Q2 2025
Reduced 13.01%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
77,686
shares
|
$8.57 Million
0.91% of portfolio
|
Q4 2024
Reduced 21.7%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
75,070
shares
|
$8.28 Million
0.09% of portfolio
|
Q2 2025
Added 56.97%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
74,351
shares
|
$8.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
72,543
shares
|
$8 Million
0.23% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
72,264
shares
|
$7.97 Million
3.23% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
72,195
shares
|
$7.96 Million
1.81% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
70,342
shares
|
$7.76 Million
0.57% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
69,140
shares
|
$7.63 Million
0.04% of portfolio
|
Q2 2025
Added 49.59%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
68,506
shares
|
$7.56 Million
0.9% of portfolio
|
Q2 2025
Reduced 15.27%
|
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
68,059
shares
|
$7.51 Million
2.54% of portfolio
|
Q2 2025
Added 176.42%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Aug 11, 2025 Q2 2025 |
65,384
shares
|
$7.21 Million
3.03% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
63,631
shares
|
$7.02 Million
0.11% of portfolio
|
Q2 2025
Added 1562.25%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
63,205
shares
|
$6.97 Million
3.99% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
62,465
shares
|
$6.89 Million
1.84% of portfolio
|
Q2 2025
Reduced 82.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
61,270
shares
|
$6.76 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
60,905
shares
|
$6.72 Million
0.28% of portfolio
|
Q2 2025
Reduced 49.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
59,518
shares
|
$6.56 Million
0.18% of portfolio
|
Q2 2025
Added 3.51%
|