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 |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,805
shares
|
$1.08 Million
0.23% of portfolio
|
Q2 2024
Added 3.52%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
9,762
shares
|
$1.08 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
9,675
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
9,673
shares
|
$1.07 Million
0.63% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
9,653
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2025
Added 189.97%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
9,637
shares
|
$1.06 Million
0.9% of portfolio
|
Q4 2022
Added 0.76%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
9,449
shares
|
$1.04 Million
0.41% of portfolio
|
Q3 2025
Added 23.24%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,382
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2023
Added 264.77%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
9,364
shares
|
$1.03 Million
0.58% of portfolio
|
Q1 2025
Added 21.91%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
9,342
shares
|
$1.03 Million
1.57% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
9,342
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
9,320
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,316
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
Reduced 88.14%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
9,282
shares
|
$1.02 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
9,276
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
9,164
shares
|
$1.01 Million
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
9,155
shares
|
$1.01 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
9,119
shares
|
$1.01 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
9,103
shares
|
$1 Million
0.21% of portfolio
|
Q4 2025
Reduced 19.91%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
9,082
shares
|
$1 Million
0.05% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
8,969
shares
|
$989,191
0.1% of portfolio
|
Q3 2025
Added 31.39%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
8,965
shares
|
$988,749
0.3% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
8,960
shares
|
$988,198
0.2% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
8,919
shares
|
$983,676
0.06% of portfolio
|
Q3 2025
Added 18.51%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
8,863
shares
|
$977,500
0.81% of portfolio
|
Q2 2025
Reduced 18.25%
|
|