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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
47,634
shares
|
$5.25 Million
0.05% of portfolio
|
Q2 2025
Added 22.54%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
46,052
shares
|
$5.08 Million
3.3% of portfolio
|
Q3 2022
Reduced 1.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
45,112
shares
|
$4.98 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
44,431
shares
|
$4.9 Million
4.12% of portfolio
|
Q2 2025
Added 103.97%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
44,344
shares
|
$4.89 Million
0.27% of portfolio
|
Q2 2025
Added 13.42%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
44,182
shares
|
$4.87 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
44,169
shares
|
$4.87 Million
0.51% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
43,958
shares
|
$4.85 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
43,894
shares
|
$4.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Hixon Zuercher, LLC
|
Jul 31, 2025 Q2 2025 |
43,783
shares
|
$4.83 Million
1.59% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
43,201
shares
|
$4.77 Million
0.69% of portfolio
|
Q2 2025
Added 28.55%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
42,536
shares
|
$4.69 Million
0.25% of portfolio
|
Q2 2025
Added 102.38%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
42,458
shares
|
$4.68 Million
0.17% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
42,360
shares
|
$4.67 Million
0.54% of portfolio
|
Q2 2025
Added 28.64%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
42,103
shares
|
$4.64 Million
0.75% of portfolio
|
Q1 2025
Reduced 19.17%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
42,028
shares
|
$4.64 Million
4.58% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
41,738
shares
|
$4.6 Million
0.94% of portfolio
|
Q1 2025
Added 23.47%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
41,527
shares
|
$4.58 Million
1.95% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
41,250
shares
|
$4.55 Million
0.26% of portfolio
|
Q2 2025
Reduced 41.25%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
41,095
shares
|
$4.53 Million
0.04% of portfolio
|
Q2 2025
Added 85.14%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
40,740
shares
|
$4.49 Million
0.47% of portfolio
|
Q2 2025
Added 222.67%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
40,641
shares
|
$4.48 Million
0.89% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
40,071
shares
|
$4.42 Million
1.94% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
40,042
shares
|
$4.42 Million
1.91% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
39,870
shares
|
$4.4 Million
0.15% of portfolio
|
Q2 2025
Added 19.25%
|