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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,303
shares
|
$253,997
0.0% of portfolio
|
Q3 2025
Added 26.26%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
2,302
shares
|
$253,887
0.02% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
2,280
shares
|
$251,461
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
2,252
shares
|
$248,373
0.02% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
2,248
shares
|
$247,931
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
2,246
shares
|
$247,711
0.09% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
2,239
shares
|
$246,939
0.07% of portfolio
|
Q3 2025
Added 23.5%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,220
shares
|
$244,843
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
2,206
shares
|
$243,299
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
2,191
shares
|
$241,645
0.0% of portfolio
|
Q2 2025
Reduced 45.36%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
2,145
shares
|
$236,572
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2025 Q3 2025 |
2,139
shares
|
$235,910
0.11% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
2,134
shares
|
$235,358
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
2,134
shares
|
$235,358
0.04% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
2,110
shares
|
$232,711
0.02% of portfolio
|
Q1 2022
Reduced 5.8%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
2,100
shares
|
$231,609
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
2,099
shares
|
$231,498
0.03% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
2,088
shares
|
$230,285
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
2,069
shares
|
$228,190
0.04% of portfolio
|
Q2 2025
Reduced 59.39%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
2,057
shares
|
$226,866
0.01% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
2,052
shares
|
$226,315
0.01% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
2,026
shares
|
$223,447
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
2,023
shares
|
$223,116
0.09% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
2,000
shares
|
$220,580
0.08% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
1,999
shares
|
$220,469
0.05% of portfolio
|
Q4 2024
Reduced 12.4%
|
|