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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
47,339
shares
|
$5.21 Million
0.01% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
47,064
shares
|
$5.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.91%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
46,653
shares
|
$5.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.24%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
46,219
shares
|
$5.09 Million
0.03% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
46,052
shares
|
$5.07 Million
3.3% of portfolio
|
Q3 2022
Reduced 1.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
45,763
shares
|
$5.04 Million
0.23% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
44,845
shares
|
$4.94 Million
0.0% of portfolio
|
Q1 2025
Added 669.74%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
44,431
shares
|
$4.89 Million
4.12% of portfolio
|
Q2 2025
Added 103.97%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
44,182
shares
|
$4.86 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
43,189
shares
|
$4.75 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
43,083
shares
|
$4.74 Million
0.06% of portfolio
|
Q1 2025
Reduced 19.31%
|
|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
42,975
shares
|
$4.73 Million
1.69% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
42,536
shares
|
$4.68 Million
0.25% of portfolio
|
Q2 2025
Added 102.38%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
42,360
shares
|
$4.66 Million
0.54% of portfolio
|
Q2 2025
Added 28.64%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
42,353
shares
|
$4.66 Million
0.01% of portfolio
|
Q1 2025
Added 582.56%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
42,103
shares
|
$4.63 Million
0.88% of portfolio
|
Q1 2025
Reduced 19.17%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
41,738
shares
|
$4.59 Million
0.94% of portfolio
|
Q1 2025
Added 23.47%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
41,527
shares
|
$4.57 Million
1.95% of portfolio
|
Q1 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
40,740
shares
|
$4.48 Million
0.47% of portfolio
|
Q2 2025
Added 222.67%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
40,276
shares
|
$4.43 Million
0.15% of portfolio
|
Q1 2025
Added 12.31%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
40,042
shares
|
$4.41 Million
1.91% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
39,746
shares
|
$4.38 Million
0.91% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
39,315
shares
|
$4.33 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.17%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
39,207
shares
|
$4.32 Million
2.75% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
39,125
shares
|
$4.31 Million
4.64% of portfolio
|
Q1 2025
Added 37.63%
|