Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 783 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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
27,418
shares
|
$3.02 Million
0.05% of portfolio
|
Q3 2025
Added 15.06%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
27,267
shares
|
$3.01 Million
0.75% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
27,224
shares
|
$3 Million
0.0% of portfolio
|
Q3 2022
Reduced 4.07%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
27,218
shares
|
$3 Million
2.53% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
27,032
shares
|
$2.98 Million
0.06% of portfolio
|
Q3 2025
Reduced 28.45%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
26,625
shares
|
$2.94 Million
0.69% of portfolio
|
Q3 2025
Reduced 81.22%
|
|
|
Professional Advisory Services Inc
|
Oct 29, 2025 Q3 2025 |
26,580
shares
|
$2.93 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
26,365
shares
|
$2.91 Million
0.02% of portfolio
|
Q4 2025
Added 78.72%
|
|
|
Bosman Wealth Management, LLC
Redlands, CA |
Oct 27, 2025 Q3 2025 |
26,313
shares
|
$2.9 Million
2.25% of portfolio
|
Q3 2025
Reduced 7.67%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
26,264
shares
|
$2.9 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
25,719
shares
|
$2.84 Million
0.07% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
25,712
shares
|
$2.84 Million
2.88% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Investment Management Associates Inc
|
Nov 06, 2025 Q3 2025 |
25,593
shares
|
$2.82 Million
0.5% of portfolio
|
Q3 2025
Added 17.01%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
25,404
shares
|
$2.8 Million
0.77% of portfolio
|
Q3 2025
Added 41.01%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
25,326
shares
|
$2.79 Million
0.15% of portfolio
|
Q3 2025
Added 50.6%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
25,131
shares
|
$2.77 Million
1.27% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
25,075
shares
|
$2.77 Million
0.32% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
25,028
shares
|
$2.76 Million
1.1% of portfolio
|
Q3 2025
New holding
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
24,895
shares
|
$2.75 Million
1.62% of portfolio
|
Q1 2025
New holding
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
24,734
shares
|
$2.73 Million
1.18% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
24,243
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
24,028
shares
|
$2.65 Million
1.99% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
23,522
shares
|
$2.59 Million
0.07% of portfolio
|
Q3 2025
Added 16.34%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,612
shares
|
$2.49 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
22,104
shares
|
$2.44 Million
1.88% of portfolio
|
Q3 2025
Reduced 18.95%
|
|