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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
58,533
shares
|
$6.46 Million
0.04% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
58,352
shares
|
$6.44 Million
3.76% of portfolio
|
Q2 2025
Added 1408.97%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
57,813
shares
|
$6.38 Million
0.42% of portfolio
|
Q4 2023
Added 102.4%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
57,518
shares
|
$6.34 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
56,531
shares
|
$6.24 Million
0.0% of portfolio
|
Q2 2025
Added 26.06%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
55,355
shares
|
$6.11 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
54,712
shares
|
$6.03 Million
0.69% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
54,343
shares
|
$5.99 Million
2.51% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Apr 22, 2025 Q1 2025 |
53,983
shares
|
$5.95 Million
5.31% of portfolio
|
Q2 2024
Added 11.29%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
52,942
shares
|
$5.84 Million
1.72% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
52,711
shares
|
$5.81 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
52,688
shares
|
$5.81 Million
1.56% of portfolio
|
Q2 2025
Reduced 26.32%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
52,638
shares
|
$5.81 Million
4.29% of portfolio
|
Q2 2025
New holding
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
52,542
shares
|
$5.8 Million
0.71% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
52,303
shares
|
$5.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
51,938
shares
|
$5.73 Million
1.67% of portfolio
|
Q2 2025
Added 33.62%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
51,900
shares
|
$5.72 Million
1.08% of portfolio
|
Q1 2024
Added 317.47%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
51,273
shares
|
$5.66 Million
1.05% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
50,013
shares
|
$5.52 Million
0.07% of portfolio
|
Q2 2025
Added 16.09%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
49,537
shares
|
$5.46 Million
1.16% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
49,003
shares
|
$5.41 Million
0.04% of portfolio
|
Q1 2025
Added 33.37%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
48,573
shares
|
$5.36 Million
2.34% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
48,397
shares
|
$5.34 Million
9.84% of portfolio
|
Q3 2022
Added 0.75%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
47,828
shares
|
$5.28 Million
0.16% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
47,643
shares
|
$5.26 Million
0.32% of portfolio
|
Q2 2022
Reduced 1.53%
|