Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 812 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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$1,103
0.0% of portfolio
|
Q2 2025
Reduced 89.01%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
10
shares
|
$1,103
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%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
3
shares
|
$330
0.0% of portfolio
|
Q3 2023
Reduced 99.83%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
3
shares
|
$330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
2
shares
|
$220
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2
shares
|
$220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1
shares
|
$110
0.0% of portfolio
|
Q1 2025
Reduced 90.91%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
1
shares
|
$110
0.0% of portfolio
|
Q1 2025
Reduced 98.55%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|