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 |
|---|---|---|---|---|---|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jul 09, 2025 Q2 2025 |
7,312
shares
|
$806,513
0.62% of portfolio
|
Q2 2025
Reduced 24.27%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
7,275
shares
|
$802,432
0.56% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
7,263
shares
|
$801,108
0.01% of portfolio
|
Q2 2025
Added 136.97%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
7,258
shares
|
$800,557
0.06% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
7,189
shares
|
$792,946
0.22% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
7,056
shares
|
$778,276
0.25% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
7,033
shares
|
$775,739
0.11% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
6,856
shares
|
$756,216
0.18% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
6,826
shares
|
$752,907
0.08% of portfolio
|
Q2 2025
Added 63.54%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
6,815
shares
|
$751,694
0.12% of portfolio
|
Q1 2025
Added 61.88%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
6,808
shares
|
$750,922
0.19% of portfolio
|
Q2 2025
Added 57.59%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
6,787
shares
|
$748,606
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
6,785
shares
|
$748,385
0.38% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
6,778
shares
|
$747,613
0.12% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
6,730
shares
|
$742,319
0.04% of portfolio
|
Q2 2025
Reduced 89.72%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
6,619
shares
|
$730,075
0.18% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
6,597
shares
|
$727,649
1.01% of portfolio
|
Q4 2021
Reduced 20.15%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,595
shares
|
$727,428
0.07% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
6,592
shares
|
$727,097
0.07% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
6,544
shares
|
$721,803
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
6,540
shares
|
$721,362
0.09% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
6,508
shares
|
$717,832
0.02% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
6,506
shares
|
$717,611
0.29% of portfolio
|
Q2 2025
Added 45.78%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
6,490
shares
|
$715,847
0.02% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Aug 13, 2025 Q2 2025 |
6,350
shares
|
$700,405
0.66% of portfolio
|
Q2 2025
Added 18.69%
|