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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
57,813
shares
|
$6.38 Million
0.42% of portfolio
|
Q4 2023
Added 102.4%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
57,639
shares
|
$6.37 Million
0.04% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
57,500
shares
|
$6.35 Million
0.19% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
56,559
shares
|
$6.25 Million
2.7% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
54,494
shares
|
$6.02 Million
0.2% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
54,484
shares
|
$6.02 Million
2.82% of portfolio
|
Q1 2025
Reduced 17.27%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
54,391
shares
|
$6.01 Million
1.41% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Apr 22, 2025 Q1 2025 |
53,983
shares
|
$5.96 Million
5.31% of portfolio
|
Q1 2025
Added 19.28%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
53,640
shares
|
$5.92 Million
0.31% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
Rock Creek Group, LP
|
May 13, 2025 Q1 2025 |
53,006
shares
|
$5.85 Million
0.68% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
52,335
shares
|
$5.78 Million
0.75% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
51,900
shares
|
$5.73 Million
1.08% of portfolio
|
Q1 2024
Added 317.47%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
51,496
shares
|
$5.69 Million
2.48% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
50,758
shares
|
$5.61 Million
0.62% of portfolio
|
Q1 2025
Added 15.11%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
49,322
shares
|
$5.45 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
49,108
shares
|
$5.42 Million
0.16% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
49,003
shares
|
$5.41 Million
0.04% of portfolio
|
Q1 2025
Added 33.37%
|
|
|
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%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
48,389
shares
|
$5.34 Million
1.72% of portfolio
|
Q1 2025
Added 90.01%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
48,270
shares
|
$5.33 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
47,823
shares
|
$5.28 Million
0.08% of portfolio
|
Q1 2025
Added 18.7%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
47,643
shares
|
$5.26 Million
0.32% of portfolio
|
Q2 2022
Reduced 1.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
47,339
shares
|
$5.23 Million
0.01% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
47,064
shares
|
$5.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.91%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
46,653
shares
|
$5.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.24%
|