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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
147,015
shares
|
$16.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
146,901
shares
|
$16.2 Million
0.18% of portfolio
|
Q2 2024
Added 11.24%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
145,036
shares
|
$16 Million
3.98% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
138,231
shares
|
$15.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
136,911
shares
|
$15.1 Million
1.26% of portfolio
|
Q3 2023
Reduced 60.33%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
136,635
shares
|
$15.1 Million
1.03% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
134,762
shares
|
$14.9 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
132,675
shares
|
$14.6 Million
0.41% of portfolio
|
Q1 2025
Added 181.35%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
130,539
shares
|
$14.4 Million
1.39% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
129,205
shares
|
$14.3 Million
9.14% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
124,147
shares
|
$13.7 Million
10.7% of portfolio
|
Q1 2025
Added 29.89%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
122,841
shares
|
$13.6 Million
1.02% of portfolio
|
Q4 2022
Reduced 1.56%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
120,599
shares
|
$13.3 Million
0.24% of portfolio
|
Q1 2025
Added 139.1%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
120,559
shares
|
$13.3 Million
6.38% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
117,303
shares
|
$12.9 Million
0.09% of portfolio
|
Q2 2025
Added 239.05%
|
|
|
Titan Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
116,894
shares
|
$12.9 Million
25.29% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
116,821
shares
|
$12.9 Million
3.59% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
115,585
shares
|
$12.8 Million
0.04% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
115,120
shares
|
$12.7 Million
0.69% of portfolio
|
Q1 2025
Reduced 26.57%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
114,325
shares
|
$12.6 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
113,908
shares
|
$12.6 Million
3.52% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
112,841
shares
|
$12.4 Million
0.14% of portfolio
|
Q1 2025
Reduced 55.63%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
112,565
shares
|
$12.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
111,742
shares
|
$12.3 Million
11.1% of portfolio
|
Q1 2025
Added 408.29%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
111,550
shares
|
$12.3 Million
0.22% of portfolio
|
Q2 2025
Reduced 38.57%
|