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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
1,840
shares
|
$202,988
0.01% of portfolio
|
Q3 2023
Reduced 58.88%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
1,815
shares
|
$200,230
0.06% of portfolio
|
Q1 2025
Reduced 93.84%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
1,813
shares
|
$200,010
0.07% of portfolio
|
Q1 2025
Reduced 18.85%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
1,724
shares
|
$190,191
0.03% of portfolio
|
Q1 2025
Reduced 92.93%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,674
shares
|
$184,675
0.02% of portfolio
|
Q3 2024
Added 580.49%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
1,653
shares
|
$182,358
0.04% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
1,643
shares
|
$181,255
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
1,585
shares
|
$174,857
0.12% of portfolio
|
Q4 2024
Reduced 97.77%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,450
shares
|
$159,964
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
1,388
shares
|
$153,124
0.04% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
1,331
shares
|
$146,835
0.06% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,302
shares
|
$143,636
0.01% of portfolio
|
Q1 2025
Reduced 15.62%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,183
shares
|
$130,508
0.08% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
1,072
shares
|
$118,263
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,014
shares
|
$111,864
0.0% of portfolio
|
Q1 2025
Reduced 33.86%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
909
shares
|
$100,280
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
901
shares
|
$99,398
0.0% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
883
shares
|
$97,412
0.0% of portfolio
|
Q1 2025
Added 71.12%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
846
shares
|
$93,330
0.01% of portfolio
|
Q2 2021
Reduced 16.16%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
802
shares
|
$88,476
0.05% of portfolio
|
Q1 2025
Reduced 46.17%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
775
shares
|
$85,498
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
763
shares
|
$84,174
0.05% of portfolio
|
Q2 2024
Reduced 92.88%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
727
shares
|
$80,202
0.0% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
700
shares
|
$77,224
0.01% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
688
shares
|
$75,900
0.0% of portfolio
|
Q2 2025
Reduced 97.99%
|