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 |
|---|---|---|---|---|---|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
723,437
shares
|
$79.8 Million
9.4% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
679,028
shares
|
$74.9 Million
4.87% of portfolio
|
Q2 2025
Reduced 16.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
674,451
shares
|
$74.4 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
657,201
shares
|
$72.5 Million
5.02% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
621,766
shares
|
$68.6 Million
0.19% of portfolio
|
Q1 2025
Added 1031.33%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
610,366
shares
|
$67.3 Million
20.53% of portfolio
|
Q1 2025
Added 96.46%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
600,581
shares
|
$66.3 Million
0.07% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
586,507
shares
|
$64.7 Million
1.83% of portfolio
|
Q1 2025
New holding
|
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
582,608
shares
|
$64.3 Million
6.73% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
571,849
shares
|
$63.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 61.5%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
565,089
shares
|
$62.3 Million
0.04% of portfolio
|
Q1 2025
Added 42.88%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
559,842
shares
|
$61.8 Million
8.73% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
546,560
shares
|
$60.3 Million
10.84% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
534,087
shares
|
$58.9 Million
0.12% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
530,662
shares
|
$58.5 Million
16.78% of portfolio
|
Q3 2023
Reduced 38.78%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
494,667
shares
|
$54.6 Million
0.03% of portfolio
|
Q1 2025
Added 84.63%
|
|
|
Marks Wealth, LLC
|
Jul 18, 2025 Q2 2025 |
480,919
shares
|
$53.1 Million
17.22% of portfolio
|
Q2 2025
Reduced 65.9%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
474,887
shares
|
$52.4 Million
2.88% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
446,762
shares
|
$49.3 Million
0.47% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
421,013
shares
|
$46.4 Million
0.07% of portfolio
|
Q1 2025
Added 55.64%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
410,942
shares
|
$45.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
410,852
shares
|
$45.3 Million
0.89% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
407,132
shares
|
$44.9 Million
0.5% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
398,078
shares
|
$43.9 Million
0.1% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
397,472
shares
|
$43.8 Million
0.06% of portfolio
|
Q1 2025
Added 74.93%
|