Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 780 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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
3,296
shares
|
$363,515
0.05% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2025 Q3 2025 |
3,296
shares
|
$363,515
0.06% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
3,290
shares
|
$362,854
0.02% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
3,287
shares
|
$362,523
0.09% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
3,284
shares
|
$362,192
0.27% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,253
shares
|
$358,773
0.0% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,252
shares
|
$358,663
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
3,227
shares
|
$355,905
0.03% of portfolio
|
Q3 2025
Reduced 92.08%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
3,204
shares
|
$353,369
0.0% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,201
shares
|
$353,038
0.0% of portfolio
|
Q3 2025
Reduced 27.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
3,182
shares
|
$350,942
0.01% of portfolio
|
Q3 2025
Reduced 56.19%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
3,175
shares
|
$350,170
0.16% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
3,086
shares
|
$340,354
0.02% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
3,075
shares
|
$339,141
0.01% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
3,044
shares
|
$335,722
0.08% of portfolio
|
Q4 2025
Reduced 19.43%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,029
shares
|
$334,068
0.03% of portfolio
|
Q4 2022
Reduced 6.08%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
3,012
shares
|
$332,193
0.06% of portfolio
|
Q3 2025
Reduced 17.79%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
2,993
shares
|
$330,097
0.13% of portfolio
|
Q2 2025
Reduced 43.12%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
2,986
shares
|
$329,325
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,975
shares
|
$328,112
0.1% of portfolio
|
Q4 2021
Reduced 4.8%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
2,959
shares
|
$326,348
0.03% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 20, 2025 Q3 2025 |
2,955
shares
|
$325,906
0.19% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,954
shares
|
$325,796
0.04% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,948
shares
|
$325,134
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
2,901
shares
|
$319,951
0.02% of portfolio
|
Q2 2025
New holding
|
|