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 |
|---|---|---|---|---|---|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
46,219
shares
|
$5.1 Million
0.03% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
46,052
shares
|
$5.09 Million
3.3% of portfolio
|
Q3 2022
Reduced 1.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
45,763
shares
|
$5.05 Million
0.23% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
44,845
shares
|
$4.95 Million
0.0% of portfolio
|
Q1 2025
Added 669.74%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
44,374
shares
|
$4.9 Million
1.54% of portfolio
|
Q1 2025
Reduced 19.56%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
44,182
shares
|
$4.88 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
43,189
shares
|
$4.77 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
43,188
shares
|
$4.77 Million
0.63% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
43,083
shares
|
$4.76 Million
0.06% of portfolio
|
Q1 2025
Reduced 19.31%
|
|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
42,975
shares
|
$4.75 Million
1.69% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
42,353
shares
|
$4.68 Million
0.01% of portfolio
|
Q1 2025
Added 582.56%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
42,103
shares
|
$4.65 Million
0.88% of portfolio
|
Q1 2025
Reduced 19.17%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
41,738
shares
|
$4.61 Million
0.94% of portfolio
|
Q1 2025
Added 23.47%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
41,527
shares
|
$4.59 Million
1.95% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
40,276
shares
|
$4.45 Million
0.15% of portfolio
|
Q1 2025
Added 12.31%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
39,987
shares
|
$4.42 Million
3.1% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
39,746
shares
|
$4.39 Million
0.91% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
39,315
shares
|
$4.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.17%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
39,125
shares
|
$4.32 Million
4.64% of portfolio
|
Q1 2025
Added 37.63%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
39,097
shares
|
$4.32 Million
0.26% of portfolio
|
Q1 2025
Added 1377.59%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
38,870
shares
|
$4.29 Million
1.33% of portfolio
|
Q1 2025
Added 46.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
38,790
shares
|
$4.28 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
38,472
shares
|
$4.25 Million
2.14% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
38,340
shares
|
$4.23 Million
0.14% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
37,325
shares
|
$4.12 Million
1.82% of portfolio
|
Q1 2025
New holding
|