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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
33,607
shares
|
$3.7 Million
0.59% of portfolio
|
Q1 2025
Added 33.08%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
33,530
shares
|
$3.69 Million
0.21% of portfolio
|
Q1 2025
Added 71.33%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
33,435
shares
|
$3.68 Million
0.15% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
33,350
shares
|
$3.67 Million
0.12% of portfolio
|
Q1 2025
Reduced 19.33%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
33,327
shares
|
$3.67 Million
0.82% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
32,697
shares
|
$3.6 Million
0.45% of portfolio
|
Q1 2025
Added 69.91%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
32,308
shares
|
$3.56 Million
3.41% of portfolio
|
Q1 2025
Added 22.64%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
30,856
shares
|
$3.4 Million
1.04% of portfolio
|
Q1 2023
Reduced 7.28%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
30,664
shares
|
$3.38 Million
0.05% of portfolio
|
Q1 2025
Reduced 41.63%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
29,807
shares
|
$3.28 Million
2.91% of portfolio
|
Q1 2025
Reduced 62.0%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
29,666
shares
|
$3.27 Million
0.15% of portfolio
|
Q1 2024
Reduced 47.91%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
29,388
shares
|
$3.24 Million
0.13% of portfolio
|
Q2 2025
Added 25.35%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
29,311
shares
|
$3.23 Million
0.5% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
29,046
shares
|
$3.2 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
28,982
shares
|
$3.19 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
28,702
shares
|
$3.16 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Bosman Wealth Management, LLC
Redlands, CA |
Jul 17, 2025 Q2 2025 |
28,499
shares
|
$3.14 Million
2.8% of portfolio
|
Q2 2025
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
28,460
shares
|
$3.13 Million
1.85% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
28,420
shares
|
$3.13 Million
1.85% of portfolio
|
Q4 2023
Reduced 27.54%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
27,997
shares
|
$3.08 Million
0.23% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
27,890
shares
|
$3.07 Million
0.64% of portfolio
|
Q1 2025
Added 31.36%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
27,816
shares
|
$3.06 Million
0.15% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
27,596
shares
|
$3.04 Million
5.2% of portfolio
|
Q2 2022
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
27,568
shares
|
$3.03 Million
0.65% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
27,259
shares
|
$3 Million
1.93% of portfolio
|
Q1 2025
Reduced 92.34%
|