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 |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
5,389
shares
|
$594,406
0.05% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
5,312
shares
|
$585,913
0.19% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,260
shares
|
$580,178
0.01% of portfolio
|
Q1 2024
Reduced 56.97%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
5,239
shares
|
$577,861
0.02% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
5,214
shares
|
$575,104
0.18% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,202
shares
|
$573,780
0.03% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,175
shares
|
$570,802
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
5,156
shares
|
$568,706
0.2% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Sicart Associates LLC
|
Jul 18, 2025 Q2 2025 |
5,150
shares
|
$568,045
0.21% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
5,033
shares
|
$555,139
0.07% of portfolio
|
Q2 2025
Added 69.35%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$551,500
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,967
shares
|
$547,860
0.01% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,884
shares
|
$538,705
0.0% of portfolio
|
Q2 2025
Added 81.63%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
4,883
shares
|
$538,594
0.05% of portfolio
|
Q2 2025
Reduced 98.8%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,872
shares
|
$537,381
0.0% of portfolio
|
Q2 2025
Reduced 19.71%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
4,852
shares
|
$535,175
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
4,849
shares
|
$534,844
0.03% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
4,848
shares
|
$534,734
0.15% of portfolio
|
Q2 2025
Reduced 19.2%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
4,837
shares
|
$533,521
0.01% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jul 21, 2025 Q2 2025 |
4,811
shares
|
$530,653
4.33% of portfolio
|
Q2 2025
Reduced 38.56%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
4,771
shares
|
$526,241
0.01% of portfolio
|
Q2 2025
Added 11.68%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
4,759
shares
|
$524,917
0.01% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,737
shares
|
$522,491
0.37% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
4,693
shares
|
$517,637
0.03% of portfolio
|
Q2 2025
Added 53.22%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
4,646
shares
|
$512,453
0.06% of portfolio
|
Q2 2021
Added 12.06%
|