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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
6,895
shares
|
$760,656
0.08% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
6,841
shares
|
$754,699
0.04% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
6,815
shares
|
$751,830
0.12% of portfolio
|
Q1 2025
Added 61.88%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
6,808
shares
|
$751,058
0.19% of portfolio
|
Q2 2025
Added 57.59%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
6,806
shares
|
$750,837
0.08% of portfolio
|
Q1 2025
Reduced 22.64%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
6,793
shares
|
$749,403
0.18% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
6,787
shares
|
$748,741
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
6,785
shares
|
$748,521
0.38% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
6,750
shares
|
$744,660
0.38% of portfolio
|
Q1 2023
Reduced 53.29%
|
|
|
Virtus Family Office LLC
El Paso, TX |
May 12, 2025 Q1 2025 |
6,727
shares
|
$742,122
0.96% of portfolio
|
Q1 2025
Reduced 86.08%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
6,711
shares
|
$740,357
0.02% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
6,674
shares
|
$736,275
0.2% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
6,619
shares
|
$730,208
0.18% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
6,597
shares
|
$727,781
1.01% of portfolio
|
Q4 2021
Reduced 20.15%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
6,540
shares
|
$721,492
0.1% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
6,490
shares
|
$715,976
0.02% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,302
shares
|
$695,236
0.08% of portfolio
|
Q1 2022
Reduced 13.52%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
6,297
shares
|
$694,685
0.08% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
6,296
shares
|
$694,574
0.13% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,266
shares
|
$691,265
0.13% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
6,250
shares
|
$689,500
0.03% of portfolio
|
Q1 2025
Reduced 56.9%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,218
shares
|
$685,969
0.02% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
6,210
shares
|
$685,087
0.12% of portfolio
|
Q3 2024
Reduced 69.14%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
6,130
shares
|
$676,261
0.1% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,068
shares
|
$669,421
0.0% of portfolio
|
Q1 2025
Added 31.11%
|