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 |
|---|---|---|---|---|---|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
14,984
shares
|
$1.65 Million
0.07% of portfolio
|
Q3 2025
Added 41.37%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
14,846
shares
|
$1.64 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
14,781
shares
|
$1.63 Million
0.67% of portfolio
|
Q3 2025
Added 28.26%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
14,701
shares
|
$1.62 Million
0.17% of portfolio
|
Q3 2025
Reduced 41.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
14,671
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
14,575
shares
|
$1.61 Million
0.15% of portfolio
|
Q3 2025
Added 8.74%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
14,431
shares
|
$1.59 Million
0.27% of portfolio
|
Q4 2025
Added 18.7%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
14,379
shares
|
$1.59 Million
0.96% of portfolio
|
Q3 2025
Reduced 11.67%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
14,246
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
14,193
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2025
Added 13.06%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
14,113
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
14,013
shares
|
$1.55 Million
0.35% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
13,572
shares
|
$1.5 Million
0.22% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 12, 2026 Q4 2025 |
13,440
shares
|
$1.48 Million
0.53% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
13,212
shares
|
$1.46 Million
1.0% of portfolio
|
Q3 2025
Added 49.07%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
13,098
shares
|
$1.44 Million
0.58% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
12,789
shares
|
$1.41 Million
0.49% of portfolio
|
Q4 2025
Added 131.64%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
12,594
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
12,437
shares
|
$1.37 Million
0.15% of portfolio
|
Q3 2025
Reduced 81.85%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
12,393
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2025
Reduced 51.35%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
12,337
shares
|
$1.36 Million
0.3% of portfolio
|
Q3 2025
Added 17.21%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
12,291
shares
|
$1.36 Million
0.59% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
12,232
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
12,125
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
12,116
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.72%
|
|