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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
53
shares
|
$5,834
0.0% of portfolio
|
Q3 2024
Reduced 69.54%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
48
shares
|
$5,283
0.0% of portfolio
|
Q1 2025
Reduced 86.44%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
46
shares
|
$5,063
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
46
shares
|
$5,063
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
41
shares
|
$4,513
0.0% of portfolio
|
Q2 2022
Reduced 99.9%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
41
shares
|
$4,513
0.01% of portfolio
|
Q3 2024
Reduced 94.29%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
39
shares
|
$4,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
39
shares
|
$4,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
37
shares
|
$4,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
35
shares
|
$3,852
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
35
shares
|
$3,852
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
35
shares
|
$3,852
0.0% of portfolio
|
Q1 2025
Added 3400.0%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
29
shares
|
$3,192
0.0% of portfolio
|
Q1 2025
Added 107.14%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
27
shares
|
$2,972
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
23
shares
|
$2,531
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
23
shares
|
$2,531
0.0% of portfolio
|
Q1 2025
Added 109.09%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
17
shares
|
$1,871
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
17
shares
|
$1,871
0.0% of portfolio
|
Q1 2025
Reduced 51.43%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
16
shares
|
$1,761
0.0% of portfolio
|
Q2 2023
Reduced 95.63%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
15
shares
|
$1,651
0.0% of portfolio
|
Q3 2024
Reduced 96.45%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
15
shares
|
$1,651
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
11
shares
|
$1,210
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$1,100
0.0% of portfolio
|
Q2 2025
Reduced 89.01%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
10
shares
|
$1,100
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
3
shares
|
$330
0.0% of portfolio
|
Q2 2024
Reduced 57.14%
|