Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 809 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
39,097
shares
|
$4.3 Million
0.26% of portfolio
|
Q1 2025
Added 1377.59%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
38,870
shares
|
$4.28 Million
1.33% of portfolio
|
Q1 2025
Added 46.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
38,790
shares
|
$4.27 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
38,689
shares
|
$4.26 Million
3.19% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
38,472
shares
|
$4.23 Million
2.14% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
38,417
shares
|
$4.23 Million
0.94% of portfolio
|
Q2 2025
Reduced 13.42%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
38,340
shares
|
$4.22 Million
0.14% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
37,456
shares
|
$4.12 Million
0.89% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
37,325
shares
|
$4.11 Million
1.82% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
37,304
shares
|
$4.11 Million
1.74% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Associates Inc
|
Apr 30, 2025 Q1 2025 |
37,255
shares
|
$4.1 Million
1.79% of portfolio
|
Q1 2025
Added 151.93%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
36,979
shares
|
$4.07 Million
1.62% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
36,842
shares
|
$4.06 Million
0.04% of portfolio
|
Q1 2025
Added 39.65%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
36,265
shares
|
$3.99 Million
0.04% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
35,856
shares
|
$3.95 Million
0.25% of portfolio
|
Q3 2022
Added 99.01%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
35,327
shares
|
$3.89 Million
0.67% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
35,314
shares
|
$3.89 Million
0.05% of portfolio
|
Q2 2022
Reduced 18.27%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
34,980
shares
|
$3.85 Million
1.85% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
34,812
shares
|
$3.83 Million
0.22% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
34,786
shares
|
$3.83 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
34,719
shares
|
$3.82 Million
2.73% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
34,178
shares
|
$3.76 Million
2.17% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
34,029
shares
|
$3.75 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
34,014
shares
|
$3.74 Million
0.12% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
33,892
shares
|
$3.73 Million
2.68% of portfolio
|
Q1 2024
Added 371.57%
|