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 |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,817
shares
|
$1.85 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
16,796
shares
|
$1.85 Million
0.15% of portfolio
|
Q2 2025
Added 24.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
16,592
shares
|
$1.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.93%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
16,335
shares
|
$1.8 Million
0.01% of portfolio
|
Q2 2025
Added 53.37%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
16,279
shares
|
$1.8 Million
1.36% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
16,169
shares
|
$1.78 Million
0.74% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
15,999
shares
|
$1.76 Million
0.36% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
15,927
shares
|
$1.76 Million
0.32% of portfolio
|
Q2 2025
Added 640.1%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
15,747
shares
|
$1.74 Million
0.74% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
15,585
shares
|
$1.72 Million
0.08% of portfolio
|
Q2 2025
Reduced 75.87%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
15,536
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
15,440
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2025
Added 13.45%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
15,382
shares
|
$1.7 Million
0.39% of portfolio
|
Q2 2025
Added 98.3%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
15,285
shares
|
$1.69 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
15,231
shares
|
$1.68 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
15,132
shares
|
$1.67 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
15,054
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
14,681
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
14,451
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
13,926
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 84.76%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
13,912
shares
|
$1.53 Million
0.05% of portfolio
|
Q2 2025
Reduced 27.56%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
13,745
shares
|
$1.52 Million
0.63% of portfolio
|
Q2 2025
Reduced 80.87%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
13,717
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Added 18.97%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
13,656
shares
|
$1.51 Million
0.66% of portfolio
|
Q2 2025
Reduced 78.04%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
13,572
shares
|
$1.5 Million
0.19% of portfolio
|
Q1 2025
Added 0.47%
|