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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
267
shares
|
$29,455
0.01% of portfolio
|
Q2 2022
Closed
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
243
shares
|
$26,807
0.0% of portfolio
|
Q1 2024
Added 737.93%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
213
shares
|
$23,498
0.0% of portfolio
|
Q2 2023
Reduced 69.92%
|
|
|
Cohalo Advisory LLC
Snoqualmie, WA |
Apr 22, 2025 Q1 2025 |
200
shares
|
$22,064
1.63% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
151
shares
|
$16,658
0.01% of portfolio
|
Q1 2025
Reduced 36.55%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
145
shares
|
$15,996
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
143
shares
|
$15,775
0.0% of portfolio
|
Q2 2024
Added 266.67%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
135
shares
|
$14,893
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
135
shares
|
$14,893
0.02% of portfolio
|
Q1 2025
Reduced 85.76%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
134
shares
|
$14,782
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
129
shares
|
$14,231
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
122
shares
|
$13,459
0.0% of portfolio
|
Q2 2024
Added 0.83%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
119
shares
|
$13,128
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
116
shares
|
$12,797
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
113
shares
|
$12,466
0.0% of portfolio
|
Q2 2023
Added 1199.12%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
108
shares
|
$11,914
0.0% of portfolio
|
Q2 2023
Added 730.77%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
100
shares
|
$11,032
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
75
shares
|
$8,274
0.0% of portfolio
|
Q2 2024
Reduced 85.8%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
72
shares
|
$7,943
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
70
shares
|
$7,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
70
shares
|
$7,722
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
66
shares
|
$7,281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
66
shares
|
$7,281
0.0% of portfolio
|
Q1 2025
Reduced 86.36%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
64
shares
|
$7,060
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
63
shares
|
$6,950
0.0% of portfolio
|
Q1 2025
New holding
|