Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 812 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 |
|---|---|---|---|---|---|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
8,146
shares
|
$898,666
0.3% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
7,991
shares
|
$881,567
0.67% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
7,955
shares
|
$877,595
0.06% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
7,931
shares
|
$874,947
0.18% of portfolio
|
Q1 2025
Added 132.99%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
7,878
shares
|
$869,100
0.16% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
7,772
shares
|
$857,407
0.1% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
7,667
shares
|
$845,823
0.36% of portfolio
|
Q2 2025
Added 88.47%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
7,608
shares
|
$839,314
0.74% of portfolio
|
Q1 2025
Reduced 29.31%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
7,560
shares
|
$834,019
0.0% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
7,557
shares
|
$833,688
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,526
shares
|
$830,268
0.06% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
7,463
shares
|
$823,318
0.03% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
7,455
shares
|
$822,435
0.57% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
7,423
shares
|
$818,905
0.66% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
7,418
shares
|
$818,353
0.07% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Cabana LLC
Fayetteville, AR |
Jul 16, 2025 Q2 2025 |
7,362
shares
|
$812,175
4.69% of portfolio
|
Q2 2025
New holding
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
7,354
shares
|
$811,293
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jul 09, 2025 Q2 2025 |
7,312
shares
|
$806,659
0.62% of portfolio
|
Q2 2025
Reduced 24.27%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
7,275
shares
|
$802,578
0.56% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
7,263
shares
|
$801,254
0.01% of portfolio
|
Q2 2025
Added 136.97%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
7,189
shares
|
$793,090
0.22% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
7,073
shares
|
$780,293
0.06% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
7,033
shares
|
$775,880
0.12% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
6,999
shares
|
$772,129
0.15% of portfolio
|
Q1 2025
Reduced 18.6%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
6,990
shares
|
$771,136
0.2% of portfolio
|
Q1 2025
Reduced 12.13%
|