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 |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
11,728
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
11,612
shares
|
$1.28 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
11,481
shares
|
$1.27 Million
0.19% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
11,366
shares
|
$1.25 Million
0.27% of portfolio
|
Q3 2025
Reduced 26.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
11,316
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
11,300
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2025
Reduced 36.45%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
11,244
shares
|
$1.24 Million
0.39% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
11,203
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Added 52.88%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
11,197
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2022
Added 1.85%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
11,186
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.69%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
11,116
shares
|
$1.23 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
11,105
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
10,898
shares
|
$1.2 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
10,771
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2025
Reduced 74.68%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
10,649
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
10,594
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2025
Reduced 14.22%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
10,462
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
10,445
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,364
shares
|
$1.14 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$1.1 Million
0.51% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
9,869
shares
|
$1.09 Million
0.85% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
9,864
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 55.15%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,805
shares
|
$1.08 Million
0.23% of portfolio
|
Q2 2024
Added 3.52%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
9,762
shares
|
$1.08 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
9,675
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2025
Added 1.54%
|
|