Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 809 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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,408
shares
|
$375,970
0.0% of portfolio
|
Q1 2025
Reduced 15.31%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
3,381
shares
|
$372,991
0.07% of portfolio
|
Q1 2025
Reduced 67.02%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
3,378
shares
|
$372,660
0.17% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
3,373
shares
|
$372,109
0.22% of portfolio
|
Q2 2025
Reduced 28.19%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,359
shares
|
$370,564
0.03% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
3,348
shares
|
$369,351
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
3,299
shares
|
$363,945
0.03% of portfolio
|
Q1 2025
Reduced 56.41%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
3,291
shares
|
$363,063
0.06% of portfolio
|
Q3 2023
Reduced 30.5%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
3,284
shares
|
$362,290
0.27% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Ltg Capital LLC
|
Apr 30, 2025 Q1 2025 |
3,258
shares
|
$359,422
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,252
shares
|
$358,760
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
3,230
shares
|
$356,333
0.02% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
3,229
shares
|
$356,223
0.02% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
3,215
shares
|
$354,678
0.01% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
3,200
shares
|
$353,024
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
3,150
shares
|
$347,508
0.0% of portfolio
|
Q1 2025
Added 36.96%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
3,100
shares
|
$341,992
0.18% of portfolio
|
Q1 2025
Added 45.2%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
3,069
shares
|
$338,572
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
3,063
shares
|
$337,910
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,029
shares
|
$334,159
0.03% of portfolio
|
Q4 2022
Reduced 6.08%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
3,000
shares
|
$330,960
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,975
shares
|
$328,202
0.1% of portfolio
|
Q4 2021
Reduced 4.8%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jul 21, 2025 Q2 2025 |
2,965
shares
|
$327,098
0.2% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
2,965
shares
|
$327,098
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,948
shares
|
$325,223
0.26% of portfolio
|
Q2 2022
New holding
|