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 |
|---|---|---|---|---|---|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,851
shares
|
$976,176
0.79% of portfolio
|
Q1 2023
Reduced 1.88%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
8,820
shares
|
$972,757
0.09% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
8,802
shares
|
$970,772
0.04% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
8,755
shares
|
$965,588
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
8,752
shares
|
$965,258
0.03% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
8,752
shares
|
$965,258
0.12% of portfolio
|
Q3 2025
Added 73.89%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
8,691
shares
|
$958,530
0.07% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
8,675
shares
|
$956,765
0.04% of portfolio
|
Q3 2025
Added 103.21%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
8,672
shares
|
$956,434
0.03% of portfolio
|
Q3 2025
Added 150.71%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
8,599
shares
|
$948,383
0.27% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
8,588
shares
|
$947,170
0.08% of portfolio
|
Q4 2025
Added 9.12%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,580
shares
|
$946,288
0.02% of portfolio
|
Q4 2022
Reduced 10.91%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
8,476
shares
|
$934,818
0.1% of portfolio
|
Q3 2025
Reduced 68.61%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
8,304
shares
|
$915,848
0.35% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
8,259
shares
|
$910,885
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
8,229
shares
|
$907,576
0.07% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
8,163
shares
|
$900,297
0.13% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
8,116
shares
|
$895,113
0.06% of portfolio
|
Q2 2025
Reduced 31.37%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
8,074
shares
|
$890,481
0.63% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
8,000
shares
|
$882,320
0.0% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
7,935
shares
|
$875,151
0.14% of portfolio
|
Q4 2025
Added 84.11%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
7,878
shares
|
$868,864
0.16% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,871
shares
|
$868,092
0.14% of portfolio
|
Q3 2025
Added 180.91%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
7,821
shares
|
$862,578
0.18% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
7,760
shares
|
$855,850
0.02% of portfolio
|
Q4 2025
Reduced 21.15%
|
|