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 |
|---|---|---|---|---|---|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
11,197
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2022
Added 1.85%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
11,128
shares
|
$1.23 Million
0.42% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
11,068
shares
|
$1.22 Million
0.19% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
10,889
shares
|
$1.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 83.44%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
10,885
shares
|
$1.2 Million
0.47% of portfolio
|
Q2 2025
Added 359.48%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
10,695
shares
|
$1.18 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
10,655
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
Added 33.94%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
10,650
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 451.53%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Aug 07, 2025 Q2 2025 |
10,615
shares
|
$1.17 Million
0.89% of portfolio
|
Q2 2025
Added 146.17%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
10,599
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
10,526
shares
|
$1.16 Million
0.27% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,521
shares
|
$1.16 Million
0.15% of portfolio
|
Q1 2025
Added 298.98%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
10,369
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 48.83%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
10,327
shares
|
$1.14 Million
0.19% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Jul 31, 2025 Q2 2025 |
10,227
shares
|
$1.13 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Aug 18, 2025 Q2 2025 |
10,000
shares
|
$1.1 Million
0.58% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
9,827
shares
|
$1.08 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
9,817
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,805
shares
|
$1.08 Million
0.23% of portfolio
|
Q2 2024
Added 3.52%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
9,787
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
9,721
shares
|
$1.07 Million
0.05% of portfolio
|
Q2 2025
Added 42.1%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
9,637
shares
|
$1.06 Million
0.9% of portfolio
|
Q4 2022
Added 0.76%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
9,565
shares
|
$1.06 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
9,528
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
9,385
shares
|
$1.04 Million
0.1% of portfolio
|
Q2 2025
Reduced 46.89%
|