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 |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
5,000
shares
|
$551,450
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
4,996
shares
|
$551,008
0.05% of portfolio
|
Q3 2025
Reduced 94.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
4,959
shares
|
$546,928
0.0% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
4,926
shares
|
$543,288
0.01% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
4,857
shares
|
$535,678
0.0% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
4,817
shares
|
$531,266
0.19% of portfolio
|
Q3 2025
Reduced 21.44%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
4,805
shares
|
$529,943
0.01% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
4,780
shares
|
$527,186
0.02% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,737
shares
|
$522,443
0.37% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
4,703
shares
|
$518,693
0.17% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
4,684
shares
|
$516,598
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
4,669
shares
|
$514,944
0.01% of portfolio
|
Q3 2025
Added 20.77%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
4,655
shares
|
$513,399
0.07% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
4,646
shares
|
$512,407
0.06% of portfolio
|
Q2 2021
Added 12.06%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
4,606
shares
|
$507,995
0.02% of portfolio
|
Q3 2025
Reduced 45.59%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
4,597
shares
|
$507,003
0.01% of portfolio
|
Q3 2025
Added 20795.45%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
4,552
shares
|
$502,040
0.05% of portfolio
|
Q3 2025
Reduced 30.95%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
4,513
shares
|
$497,738
0.15% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
4,500
shares
|
$496,305
0.16% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
4,485
shares
|
$494,650
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
4,450
shares
|
$490,790
0.06% of portfolio
|
Q1 2025
Reduced 52.91%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
4,432
shares
|
$488,805
0.15% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,405
shares
|
$485,827
0.23% of portfolio
|
Q4 2023
Reduced 41.64%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
4,404
shares
|
$485,717
0.6% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 14, 2025 Q3 2025 |
4,400
shares
|
$485,276
0.43% of portfolio
|
Q3 2025
Reduced 30.71%
|
|