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 |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
2,908
shares
|
$320,810
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,907
shares
|
$320,700
0.04% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,888
shares
|
$318,604
0.03% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
2,879
shares
|
$317,611
0.08% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
2,867
shares
|
$316,287
0.02% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
2,854
shares
|
$314,853
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,826
shares
|
$311,764
0.0% of portfolio
|
Q1 2025
Reduced 63.33%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
2,812
shares
|
$310,219
0.02% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
2,787
shares
|
$307,461
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
2,742
shares
|
$302,497
0.26% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
2,732
shares
|
$301,394
0.03% of portfolio
|
Q1 2025
Reduced 40.52%
|
|
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
Nov 14, 2023 Q3 2023 |
2,725
shares
|
$300,622
0.1% of portfolio
|
Q2 2023
Reduced 39.91%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
2,725
shares
|
$300,622
0.01% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
2,689
shares
|
$296,650
0.0% of portfolio
|
Q1 2025
Reduced 25.39%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
2,663
shares
|
$293,782
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
2,539
shares
|
$280,102
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
2,524
shares
|
$278,447
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
2,519
shares
|
$277,896
0.05% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
2,502
shares
|
$276,020
0.0% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
2,497
shares
|
$275,469
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
2,460
shares
|
$271,387
0.0% of portfolio
|
Q4 2024
Reduced 58.35%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
2,450
shares
|
$270,284
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
2,438
shares
|
$268,960
0.02% of portfolio
|
Q1 2025
Added 10.82%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
2,434
shares
|
$268,518
0.01% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
2,398
shares
|
$264,547
0.02% of portfolio
|
Q2 2025
Reduced 9.03%
|