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 |
|---|---|---|---|---|---|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
68,807
shares
|
$7.59 Million
4.07% of portfolio
|
Q3 2025
Added 141.77%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
66,810
shares
|
$7.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
66,650
shares
|
$7.35 Million
1.31% of portfolio
|
Q3 2025
Added 252.74%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
65,877
shares
|
$7.27 Million
3.14% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Oct 29, 2025 Q3 2025 |
65,384
shares
|
$7.21 Million
2.91% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
65,350
shares
|
$7.21 Million
1.64% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Nov 03, 2025 Q3 2025 |
64,711
shares
|
$7.14 Million
5.88% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
64,118
shares
|
$7.07 Million
0.0% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
61,490
shares
|
$6.78 Million
0.28% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
61,073
shares
|
$6.74 Million
1.12% of portfolio
|
Q3 2025
Added 102.18%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
60,616
shares
|
$6.69 Million
0.69% of portfolio
|
Q3 2025
Added 207.04%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
59,689
shares
|
$6.58 Million
3.5% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
59,643
shares
|
$6.58 Million
0.88% of portfolio
|
Q3 2025
Added 38.06%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
59,624
shares
|
$6.58 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
58,599
shares
|
$6.46 Million
0.04% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
58,401
shares
|
$6.44 Million
0.04% of portfolio
|
Q3 2025
Added 19.18%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
58,319
shares
|
$6.43 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
58,028
shares
|
$6.4 Million
0.64% of portfolio
|
Q3 2025
Added 36.99%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
57,813
shares
|
$6.38 Million
0.42% of portfolio
|
Q4 2023
Added 102.4%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
57,203
shares
|
$6.31 Million
0.0% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
57,071
shares
|
$6.29 Million
0.76% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
56,792
shares
|
$6.26 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
56,714
shares
|
$6.25 Million
1.61% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
56,530
shares
|
$6.23 Million
0.2% of portfolio
|
Q3 2025
Reduced 28.74%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
56,183
shares
|
$6.2 Million
0.18% of portfolio
|
Q3 2025
Added 17.47%
|
|