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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,832
shares
|
$422,631
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
3,791
shares
|
$418,109
0.08% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
3,757
shares
|
$414,359
0.01% of portfolio
|
Q3 2025
Added 31.64%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
3,753
shares
|
$413,918
0.29% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
3,748
shares
|
$413,366
0.01% of portfolio
|
Q3 2025
Reduced 39.25%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
3,744
shares
|
$412,925
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
3,700
shares
|
$408,073
0.07% of portfolio
|
Q3 2025
Reduced 12.84%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
3,696
shares
|
$407,631
0.09% of portfolio
|
Q3 2025
Reduced 94.88%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,691
shares
|
$407,080
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
3,642
shares
|
$401,676
0.02% of portfolio
|
Q4 2025
Reduced 20.93%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
3,627
shares
|
$400,021
0.14% of portfolio
|
Q1 2024
Reduced 69.42%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
3,626
shares
|
$399,911
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cairn Investment Group, Inc.
|
Oct 28, 2025 Q3 2025 |
3,625
shares
|
$399,801
0.18% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
3,624
shares
|
$399,690
0.26% of portfolio
|
Q3 2025
Added 20.8%
|
|
|
Ltg Capital LLC
|
Dec 01, 2025 Q3 2025 |
3,620
shares
|
$399,249
0.34% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,459
shares
|
$381,493
0.01% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
3,450
shares
|
$380,500
0.17% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,425
shares
|
$377,743
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 05, 2025 Q3 2025 |
3,412
shares
|
$376,309
0.39% of portfolio
|
Q3 2025
Reduced 53.4%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
3,381
shares
|
$372,890
0.06% of portfolio
|
Q1 2025
Reduced 67.02%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
3,378
shares
|
$372,559
0.16% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
3,373
shares
|
$372,008
0.21% of portfolio
|
Q2 2025
Reduced 28.19%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
3,304
shares
|
$364,398
0.07% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2025 Q3 2025 |
3,296
shares
|
$363,515
0.06% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
3,296
shares
|
$363,515
0.05% of portfolio
|
Q3 2025
Added 0.15%
|
|