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 |
|---|---|---|---|---|---|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
36,394
shares
|
$4.01 Million
0.84% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
36,265
shares
|
$4 Million
0.04% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
35,910
shares
|
$3.96 Million
0.43% of portfolio
|
Q3 2025
Reduced 34.37%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
35,856
shares
|
$3.95 Million
0.25% of portfolio
|
Q3 2022
Added 99.01%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
35,856
shares
|
$3.95 Million
0.03% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2025 Q3 2025 |
35,758
shares
|
$3.94 Million
0.55% of portfolio
|
Q3 2025
Reduced 15.07%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
35,668
shares
|
$3.93 Million
1.06% of portfolio
|
Q3 2025
Reduced 31.33%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
35,314
shares
|
$3.89 Million
0.05% of portfolio
|
Q2 2022
Reduced 18.27%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
35,234
shares
|
$3.89 Million
1.29% of portfolio
|
Q3 2025
Reduced 20.25%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
35,175
shares
|
$3.88 Million
2.46% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
35,031
shares
|
$3.86 Million
0.19% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
34,577
shares
|
$3.81 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
34,146
shares
|
$3.77 Million
3.23% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
34,035
shares
|
$3.75 Million
0.15% of portfolio
|
Q3 2025
Reduced 78.32%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
33,950
shares
|
$3.74 Million
2.11% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
33,730
shares
|
$3.72 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
33,573
shares
|
$3.7 Million
0.68% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
32,701
shares
|
$3.61 Million
1.05% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
32,390
shares
|
$3.57 Million
1.25% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
32,178
shares
|
$3.55 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
32,087
shares
|
$3.54 Million
0.09% of portfolio
|
Q3 2025
Reduced 14.14%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
31,935
shares
|
$3.52 Million
1.37% of portfolio
|
Q3 2025
Added 26.54%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
31,907
shares
|
$3.52 Million
0.13% of portfolio
|
Q3 2025
Reduced 24.85%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
31,603
shares
|
$3.49 Million
0.45% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
31,288
shares
|
$3.45 Million
0.13% of portfolio
|
Q3 2025
Added 6.47%
|
|