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 |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
27,224
shares
|
$3 Million
0.0% of portfolio
|
Q3 2022
Reduced 4.07%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
27,200
shares
|
$2.99 Million
0.83% of portfolio
|
Q2 2025
Added 65.77%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,960
shares
|
$2.97 Million
0.48% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
26,701
shares
|
$2.94 Million
3.35% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
26,404
shares
|
$2.91 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
26,313
shares
|
$2.9 Million
0.59% of portfolio
|
Q2 2025
Added 24.46%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
26,177
shares
|
$2.88 Million
1.34% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
25,968
shares
|
$2.86 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
25,737
shares
|
$2.83 Million
0.79% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
25,392
shares
|
$2.8 Million
0.02% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
25,238
shares
|
$2.78 Million
1.27% of portfolio
|
Q2 2025
New holding
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
25,075
shares
|
$2.76 Million
0.32% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
24,922
shares
|
$2.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
24,895
shares
|
$2.74 Million
1.62% of portfolio
|
Q1 2025
New holding
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
24,568
shares
|
$2.7 Million
2.09% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
24,561
shares
|
$2.7 Million
1.58% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
24,549
shares
|
$2.7 Million
0.06% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
24,110
shares
|
$2.65 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
24,025
shares
|
$2.64 Million
0.32% of portfolio
|
Q1 2025
Added 42.84%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
23,830
shares
|
$2.62 Million
0.05% of portfolio
|
Q2 2025
Reduced 20.38%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
23,622
shares
|
$2.6 Million
2.32% of portfolio
|
Q1 2025
Added 94.08%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
23,382
shares
|
$2.57 Million
0.28% of portfolio
|
Q4 2024
Reduced 74.89%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
23,351
shares
|
$2.57 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.64%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
23,009
shares
|
$2.53 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
22,818
shares
|
$2.51 Million
1.31% of portfolio
|
Q1 2025
Reduced 46.6%
|