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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
4,010
shares
|
$442,383
0.01% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
3,991
shares
|
$440,287
0.15% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,978
shares
|
$438,852
0.0% of portfolio
|
Q1 2025
Added 23.89%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
3,956
shares
|
$436,425
0.01% of portfolio
|
Q1 2025
Reduced 86.62%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
3,891
shares
|
$429,255
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
3,883
shares
|
$428,372
0.0% of portfolio
|
Q1 2025
Reduced 46.67%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,867
shares
|
$426,607
0.28% of portfolio
|
Q2 2024
Reduced 12.35%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
3,856
shares
|
$425,393
0.01% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,832
shares
|
$422,746
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
3,828
shares
|
$422,304
0.01% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
May 09, 2025 Q1 2025 |
3,800
shares
|
$419,216
0.23% of portfolio
|
Q1 2025
Added 90.0%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
3,791
shares
|
$418,223
0.08% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Apr 22, 2025 Q1 2025 |
3,729
shares
|
$411,383
0.35% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
3,728
shares
|
$411,272
0.05% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,691
shares
|
$407,191
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
3,675
shares
|
$405,426
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
3,627
shares
|
$400,130
0.17% of portfolio
|
Q1 2024
Reduced 69.42%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
3,626
shares
|
$400,020
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
3,620
shares
|
$399,358
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
3,577
shares
|
$394,614
0.35% of portfolio
|
Q2 2025
Reduced 51.47%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
3,570
shares
|
$393,842
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Surience Private Wealth LLC
|
Jul 15, 2025 Q2 2025 |
3,514
shares
|
$387,664
0.38% of portfolio
|
Q2 2025
Reduced 90.58%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
3,459
shares
|
$381,596
0.07% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
3,459
shares
|
$381,596
0.02% of portfolio
|
Q3 2024
Reduced 37.78%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
3,443
shares
|
$379,831
0.2% of portfolio
|
Q4 2024
New holding
|