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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
4,361
shares
|
$480,974
0.08% of portfolio
|
Q3 2025
Reduced 41.38%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
4,345
shares
|
$479,210
0.02% of portfolio
|
Q3 2025
Reduced 99.07%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
4,310
shares
|
$475,349
0.07% of portfolio
|
Q3 2025
Reduced 30.6%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
4,269
shares
|
$470,828
0.08% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
4,265
shares
|
$470,386
0.08% of portfolio
|
Q4 2025
Reduced 0.93%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
4,252
shares
|
$468,953
0.1% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
4,229
shares
|
$466,416
0.03% of portfolio
|
Q3 2025
Reduced 50.26%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,222
shares
|
$465,644
0.04% of portfolio
|
Q3 2025
Reduced 35.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,216
shares
|
$464,982
0.0% of portfolio
|
Q3 2025
Reduced 13.46%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
4,200
shares
|
$463,218
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,196
shares
|
$462,776
0.06% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
4,188
shares
|
$461,894
0.06% of portfolio
|
Q3 2025
Reduced 28.78%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
4,184
shares
|
$461,453
0.0% of portfolio
|
Q1 2025
Reduced 70.45%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,170
shares
|
$459,909
0.01% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
4,135
shares
|
$456,049
0.17% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,110
shares
|
$453,291
0.01% of portfolio
|
Q3 2023
Reduced 62.85%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
4,078
shares
|
$449,762
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
4,078
shares
|
$449,762
0.05% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
4,060
shares
|
$447,777
0.24% of portfolio
|
Q4 2025
Reduced 15.8%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
4,039
shares
|
$445,461
0.14% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Oct 28, 2025 Q3 2025 |
4,008
shares
|
$442,042
3.72% of portfolio
|
Q3 2025
Reduced 16.69%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
4,004
shares
|
$441,601
0.02% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
3,976
shares
|
$438,513
0.16% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
3,956
shares
|
$436,307
0.01% of portfolio
|
Q1 2025
Reduced 86.62%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
3,892
shares
|
$429,248
0.33% of portfolio
|
Q3 2025
Added 0.03%
|
|