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 |
---|---|---|---|---|---|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
57,813
shares
|
$6.36 Million
0.42% of portfolio
|
Q4 2023
Added 102.4%
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
57,518
shares
|
$6.33 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
57,500
shares
|
$6.33 Million
0.19% of portfolio
|
Q1 2025
Added 6.41%
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
56,559
shares
|
$6.23 Million
2.7% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
55,355
shares
|
$6.09 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
54,712
shares
|
$6.02 Million
0.69% of portfolio
|
Q2 2025
Added 26.68%
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Apr 22, 2025 Q1 2025 |
53,983
shares
|
$5.94 Million
5.31% of portfolio
|
Q2 2024
Added 11.29%
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
53,640
shares
|
$5.9 Million
0.31% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
Rock Creek Group, LP
|
May 13, 2025 Q1 2025 |
53,006
shares
|
$5.83 Million
0.68% of portfolio
|
Q1 2025
Added 100.0%
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
52,542
shares
|
$5.78 Million
0.71% of portfolio
|
Q2 2025
Added 0.4%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
51,900
shares
|
$5.71 Million
1.08% of portfolio
|
Q1 2024
Added 317.47%
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
51,496
shares
|
$5.67 Million
2.48% of portfolio
|
Q1 2025
New holding
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
51,273
shares
|
$5.64 Million
1.05% of portfolio
|
Q2 2025
Added 100.0%
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
50,758
shares
|
$5.59 Million
0.62% of portfolio
|
Q1 2025
Added 15.11%
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
49,537
shares
|
$5.45 Million
1.16% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
49,322
shares
|
$5.43 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
49,108
shares
|
$5.41 Million
0.16% of portfolio
|
Q1 2025
Added 0.72%
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
49,003
shares
|
$5.39 Million
0.04% of portfolio
|
Q1 2025
Added 33.37%
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
48,573
shares
|
$5.35 Million
2.34% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
48,397
shares
|
$5.33 Million
9.84% of portfolio
|
Q3 2022
Added 0.75%
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
48,389
shares
|
$5.33 Million
1.72% of portfolio
|
Q1 2025
Added 90.01%
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
48,270
shares
|
$5.31 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
47,828
shares
|
$5.26 Million
0.16% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
47,823
shares
|
$5.26 Million
0.08% of portfolio
|
Q1 2025
Added 18.7%
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
47,643
shares
|
$5.24 Million
0.32% of portfolio
|
Q2 2022
Reduced 1.53%
|