Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 783 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 |
|---|---|---|---|---|---|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
6,540
shares
|
$721,296
0.08% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
6,539
shares
|
$721,186
0.0% of portfolio
|
Q3 2025
Added 124.86%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
6,515
shares
|
$718,539
0.02% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
6,454
shares
|
$711,811
0.16% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
6,414
shares
|
$707,400
0.17% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
6,396
shares
|
$705,414
0.07% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
6,393
shares
|
$705,083
0.58% of portfolio
|
Q3 2025
Reduced 50.8%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
6,380
shares
|
$703,650
0.02% of portfolio
|
Q3 2025
Added 16.04%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
6,380
shares
|
$703,650
0.02% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
6,341
shares
|
$699,348
0.62% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
6,340
shares
|
$699,238
0.16% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
6,336
shares
|
$698,797
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,330
shares
|
$698,135
0.17% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
6,316
shares
|
$696,591
0.11% of portfolio
|
Q3 2025
Reduced 38.84%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,302
shares
|
$695,047
0.08% of portfolio
|
Q1 2022
Reduced 13.52%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
6,299
shares
|
$694,716
0.05% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
6,288
shares
|
$693,503
0.11% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
6,286
shares
|
$693,282
0.02% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
6,269
shares
|
$691,408
0.3% of portfolio
|
Q3 2025
Reduced 66.38%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,218
shares
|
$685,783
0.02% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
6,148
shares
|
$678,062
0.3% of portfolio
|
Q2 2025
Reduced 67.45%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
6,137
shares
|
$676,849
0.15% of portfolio
|
Q4 2025
Added 31.02%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
6,064
shares
|
$668,798
0.04% of portfolio
|
Q3 2025
Added 168.79%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,007
shares
|
$662,512
0.04% of portfolio
|
Q3 2025
Added 40.19%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
5,913
shares
|
$652,144
0.01% of portfolio
|
Q3 2025
Added 46.18%
|
|