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 |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
2,088
shares
|
$230,348
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
2,069
shares
|
$228,252
0.04% of portfolio
|
Q2 2025
Reduced 59.39%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,046
shares
|
$225,714
0.04% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,039
shares
|
$224,942
0.03% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
2,028
shares
|
$223,728
0.02% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,005
shares
|
$221,191
0.03% of portfolio
|
Q2 2025
Reduced 63.44%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
2,003
shares
|
$220,970
0.07% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
2,000
shares
|
$220,640
0.09% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
2,000
shares
|
$220,640
0.1% of portfolio
|
Q2 2025
Reduced 25.93%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
1,999
shares
|
$220,529
0.05% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,962
shares
|
$216,447
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
1,957
shares
|
$215,896
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,931
shares
|
$213,027
0.0% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
1,918
shares
|
$211,593
0.08% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
1,917
shares
|
$211,483
0.02% of portfolio
|
Q1 2025
Reduced 52.1%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
1,915
shares
|
$211,262
0.01% of portfolio
|
Q3 2024
Reduced 39.71%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,913
shares
|
$211,042
0.01% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,905
shares
|
$210,159
0.04% of portfolio
|
Q1 2024
Added 110.5%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
1,900
shares
|
$209,608
0.01% of portfolio
|
Q1 2025
Reduced 20.07%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,887
shares
|
$208,173
0.12% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
1,882
shares
|
$207,622
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
1,859
shares
|
$205,084
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
1,856
shares
|
$204,753
0.03% of portfolio
|
Q2 2025
Reduced 23.78%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,849
shares
|
$203,981
0.14% of portfolio
|
Q1 2025
Reduced 89.14%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
1,846
shares
|
$203,650
0.05% of portfolio
|
Q1 2025
Added 0.76%
|