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 |
|---|---|---|---|---|---|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
7,679
shares
|
$846,916
0.04% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
7,608
shares
|
$839,086
0.03% of portfolio
|
Q4 2025
Reduced 4.22%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
7,541
shares
|
$831,696
0.62% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
7,513
shares
|
$828,608
0.34% of portfolio
|
Q3 2025
Reduced 52.29%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
7,480
shares
|
$824,969
0.52% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Cabana LLC
Fayetteville, AR |
Oct 15, 2025 Q3 2025 |
7,417
shares
|
$818,020
5.03% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
7,416
shares
|
$817,910
0.26% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
7,342
shares
|
$809,749
0.13% of portfolio
|
Q3 2025
Reduced 53.9%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
7,295
shares
|
$804,565
0.27% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
7,284
shares
|
$803,352
0.05% of portfolio
|
Q3 2025
Reduced 16.39%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
7,275
shares
|
$802,359
0.53% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
7,174
shares
|
$791,220
0.05% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
7,101
shares
|
$783,169
0.69% of portfolio
|
Q2 2025
Added 24.4%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
7,033
shares
|
$775,669
0.1% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
7,019
shares
|
$774,125
0.0% of portfolio
|
Q3 2025
Reduced 18.1%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
7,018
shares
|
$774,015
0.12% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Edge Rock Capital LLC
|
Oct 28, 2025 Q3 2025 |
7,004
shares
|
$772,471
0.29% of portfolio
|
Q3 2025
Added 193.42%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
6,986
shares
|
$770,485
0.18% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
6,911
shares
|
$762,214
0.0% of portfolio
|
Q3 2025
Added 682.67%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
6,795
shares
|
$749,420
0.36% of portfolio
|
Q3 2025
Reduced 63.77%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
6,765
shares
|
$746,111
0.11% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
6,740
shares
|
$743,354
0.08% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
6,685
shares
|
$737,288
0.34% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
6,644
shares
|
$732,766
0.48% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
6,600
shares
|
$727,914
0.05% of portfolio
|
Q3 2025
New holding
|
|