Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 781 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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,246
shares
|
$2.01 Million
0.16% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
18,190
shares
|
$2.01 Million
0.26% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Gen Wealth Group, Inc.
|
Jan 12, 2026 Q4 2025 |
17,746
shares
|
$1.96 Million
0.33% of portfolio
|
Q4 2025
Added 13.38%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
17,679
shares
|
$1.95 Million
1.03% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
17,520
shares
|
$1.93 Million
0.18% of portfolio
|
Q3 2025
Reduced 60.33%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
17,503
shares
|
$1.93 Million
0.54% of portfolio
|
Q4 2025
Reduced 9.03%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
17,221
shares
|
$1.9 Million
0.21% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Nov 05, 2025 Q3 2025 |
17,168
shares
|
$1.89 Million
1.25% of portfolio
|
Q3 2025
Added 61.73%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
16,923
shares
|
$1.87 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
16,893
shares
|
$1.86 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
16,819
shares
|
$1.85 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
16,799
shares
|
$1.85 Million
0.73% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
16,697
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
16,322
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
16,094
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
16,081
shares
|
$1.77 Million
0.25% of portfolio
|
Q4 2025
Added 155.74%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
15,625
shares
|
$1.72 Million
0.08% of portfolio
|
Q3 2025
Added 3311.57%
|
|
|
Professional Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
15,580
shares
|
$1.72 Million
0.22% of portfolio
|
Q4 2025
Reduced 41.38%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
15,497
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
15,285
shares
|
$1.69 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
15,252
shares
|
$1.68 Million
0.27% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
15,230
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
Added 15.97%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Nov 03, 2025 Q3 2025 |
15,130
shares
|
$1.67 Million
0.98% of portfolio
|
Q3 2025
Reduced 32.92%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
15,106
shares
|
$1.67 Million
0.95% of portfolio
|
Q4 2025
Reduced 32.53%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
15,026
shares
|
$1.66 Million
0.07% of portfolio
|
Q3 2025
Reduced 49.35%
|
|