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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
664
shares
|
$73,252
0.0% of portfolio
|
Q1 2022
Reduced 30.76%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
660
shares
|
$72,811
0.0% of portfolio
|
Q1 2025
Reduced 68.36%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
648
shares
|
$71,487
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
646
shares
|
$71,266
0.05% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
623
shares
|
$68,729
0.05% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
616
shares
|
$67,957
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
595
shares
|
$65,640
0.02% of portfolio
|
Q1 2024
Reduced 74.57%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
568
shares
|
$62,661
0.0% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
563
shares
|
$62,110
0.01% of portfolio
|
Q1 2025
Reduced 32.17%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
557
shares
|
$61,448
0.04% of portfolio
|
Q1 2025
Added 237.58%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
526
shares
|
$58,028
0.04% of portfolio
|
Q1 2021
Reduced 43.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
525
shares
|
$57,918
0.0% of portfolio
|
Q1 2025
Reduced 52.53%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
517
shares
|
$57,035
0.0% of portfolio
|
Q1 2024
Added 330.83%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
500
shares
|
$55,160
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
480
shares
|
$52,953
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
470
shares
|
$51,850
0.04% of portfolio
|
Q2 2022
Added 29.83%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
456
shares
|
$50,305
0.02% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
454
shares
|
$50,085
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
425
shares
|
$46,886
0.0% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
386
shares
|
$42,583
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
366
shares
|
$40,377
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
324
shares
|
$35,743
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
312
shares
|
$34,419
0.0% of portfolio
|
Q4 2023
Added 173.68%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
282
shares
|
$31,110
0.0% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
271
shares
|
$29,896
0.01% of portfolio
|
Q2 2024
Reduced 53.68%
|