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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
31,269
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
31,176
shares
|
$3.44 Million
0.0% of portfolio
|
Q3 2025
Added 64.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
30,886
shares
|
$3.41 Million
0.08% of portfolio
|
Q2 2025
Reduced 64.07%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
30,856
shares
|
$3.4 Million
1.04% of portfolio
|
Q1 2023
Reduced 7.28%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
30,705
shares
|
$3.39 Million
0.23% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
30,646
shares
|
$3.38 Million
2.86% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
30,628
shares
|
$3.38 Million
0.05% of portfolio
|
Q3 2025
Added 40.9%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
30,425
shares
|
$3.36 Million
0.1% of portfolio
|
Q3 2025
Reduced 15.53%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
30,285
shares
|
$3.34 Million
0.29% of portfolio
|
Q3 2025
Added 25.34%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
29,998
shares
|
$3.31 Million
0.6% of portfolio
|
Q3 2025
Added 14.0%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
29,386
shares
|
$3.24 Million
0.61% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
29,197
shares
|
$3.22 Million
1.37% of portfolio
|
Q3 2025
Reduced 27.14%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
29,123
shares
|
$3.21 Million
1.0% of portfolio
|
Q3 2025
Added 20.64%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
28,689
shares
|
$3.16 Million
0.71% of portfolio
|
Q3 2025
Reduced 23.41%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
28,605
shares
|
$3.15 Million
1.45% of portfolio
|
Q3 2025
Added 109.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
28,497
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2025
Added 104.63%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Nov 12, 2025 Q3 2025 |
28,475
shares
|
$3.14 Million
1.54% of portfolio
|
Q3 2025
Reduced 68.92%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
28,420
shares
|
$3.13 Million
1.85% of portfolio
|
Q4 2023
Reduced 27.54%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
28,244
shares
|
$3.12 Million
0.02% of portfolio
|
Q3 2025
Added 72.9%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
27,967
shares
|
$3.08 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
27,632
shares
|
$3.05 Million
0.04% of portfolio
|
Q3 2025
Reduced 71.44%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
27,596
shares
|
$3.04 Million
5.2% of portfolio
|
Q2 2022
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
27,539
shares
|
$3.04 Million
0.06% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
27,479
shares
|
$3.03 Million
0.79% of portfolio
|
Q3 2025
Reduced 21.08%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
27,418
shares
|
$3.02 Million
0.05% of portfolio
|
Q3 2025
Added 15.06%
|
|