Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 780 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 |
|---|---|---|---|---|---|
|
Leibman Financial Services, Inc.
Louisville, NE |
Oct 20, 2025 Q3 2025 |
5,890
shares
|
$649,608
0.49% of portfolio
|
Q3 2025
Reduced 19.45%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
5,825
shares
|
$642,439
0.01% of portfolio
|
Q3 2025
Reduced 32.08%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
5,805
shares
|
$640,233
0.03% of portfolio
|
Q3 2025
Added 23.69%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,781
shares
|
$637,586
0.07% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
5,734
shares
|
$632,402
0.42% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Innova Wealth Partners
|
Dec 02, 2025 Q3 2025 |
5,662
shares
|
$624,461
0.38% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
5,655
shares
|
$623,689
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
5,654
shares
|
$623,579
0.01% of portfolio
|
Q3 2025
Reduced 15.99%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,639
shares
|
$621,925
0.07% of portfolio
|
Q1 2023
Added 130.73%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
5,633
shares
|
$621,263
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,605
shares
|
$618,175
0.0% of portfolio
|
Q2 2025
Added 64.47%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
5,600
shares
|
$617,624
0.66% of portfolio
|
Q3 2022
Reduced 20.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
5,565
shares
|
$613,763
0.01% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
5,521
shares
|
$608,911
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
5,500
shares
|
$606,595
0.18% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
5,447
shares
|
$600,749
0.16% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
5,312
shares
|
$585,860
0.17% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
5,269
shares
|
$581,118
0.18% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
5,262
shares
|
$580,345
0.02% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,260
shares
|
$580,125
0.01% of portfolio
|
Q1 2024
Reduced 56.97%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,175
shares
|
$570,750
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Sicart Associates LLC
|
Oct 07, 2025 Q3 2025 |
5,150
shares
|
$567,993
0.16% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
5,124
shares
|
$565,125
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
5,124
shares
|
$565,125
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
5,074
shares
|
$559,611
0.08% of portfolio
|
Q3 2025
Reduced 66.69%
|
|