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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
563,566
shares
|
$62.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 24.16%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
558,882
shares
|
$61.6 Million
6.98% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
546,560
shares
|
$60.3 Million
10.84% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
537,884
shares
|
$59.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
530,662
shares
|
$58.5 Million
16.78% of portfolio
|
Q3 2023
Reduced 38.78%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
528,919
shares
|
$58.3 Million
24.42% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
517,655
shares
|
$57.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
492,204
shares
|
$54.3 Million
1.81% of portfolio
|
Q3 2025
Added 47.69%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
483,397
shares
|
$53.3 Million
0.07% of portfolio
|
Q3 2025
Added 14.88%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
475,424
shares
|
$52.4 Million
0.84% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
471,823
shares
|
$52 Million
0.11% of portfolio
|
Q3 2025
Added 10.79%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
453,970
shares
|
$50.1 Million
0.39% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
448,252
shares
|
$49.4 Million
2.68% of portfolio
|
Q3 2025
Reduced 37.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
423,507
shares
|
$46.7 Million
0.01% of portfolio
|
Q3 2025
Added 32.08%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
398,888
shares
|
$44 Million
1.04% of portfolio
|
Q3 2025
Added 26.58%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
391,384
shares
|
$43.2 Million
10.22% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
373,077
shares
|
$41.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
365,540
shares
|
$40.3 Million
2.61% of portfolio
|
Q3 2025
Reduced 44.38%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
355,905
shares
|
$39.3 Million
0.36% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
354,835
shares
|
$39.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
352,334
shares
|
$38.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 43.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
343,554
shares
|
$37.9 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Client First Capital LLC
|
Nov 05, 2025 Q3 2025 |
337,393
shares
|
$37.2 Million
17.32% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
332,219
shares
|
$36.6 Million
5.42% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
325,337
shares
|
$35.9 Million
0.22% of portfolio
|
Q3 2025
Added 24.35%
|
|