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 |
|---|---|---|---|---|---|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
21,831
shares
|
$2.41 Million
0.3% of portfolio
|
Q3 2025
Added 21.22%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
21,630
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2025
Added 20.7%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
21,389
shares
|
$2.36 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
21,005
shares
|
$2.32 Million
0.35% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
20,819
shares
|
$2.3 Million
0.04% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
20,749
shares
|
$2.29 Million
0.42% of portfolio
|
Q3 2025
Reduced 31.98%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
20,436
shares
|
$2.25 Million
0.05% of portfolio
|
Q3 2025
Reduced 18.01%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
20,220
shares
|
$2.23 Million
0.75% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
19,960
shares
|
$2.2 Million
0.57% of portfolio
|
Q3 2025
Reduced 26.62%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
19,914
shares
|
$2.2 Million
0.78% of portfolio
|
Q3 2025
Added 16.2%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
19,856
shares
|
$2.19 Million
0.05% of portfolio
|
Q3 2025
Reduced 16.32%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
19,727
shares
|
$2.18 Million
0.07% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,444
shares
|
$2.14 Million
0.56% of portfolio
|
Q4 2024
Reduced 22.87%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
19,400
shares
|
$2.14 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
19,321
shares
|
$2.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 37.98%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
19,233
shares
|
$2.12 Million
0.16% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
19,117
shares
|
$2.11 Million
0.32% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
19,083
shares
|
$2.1 Million
0.02% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
19,020
shares
|
$2.1 Million
0.34% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
18,964
shares
|
$2.09 Million
0.88% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
18,925
shares
|
$2.09 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
18,830
shares
|
$2.08 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
18,767
shares
|
$2.07 Million
0.19% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
18,564
shares
|
$2.05 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
18,302
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2025
Added 4.24%
|
|