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 |
|---|---|---|---|---|---|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
1,938
shares
|
$213,742
0.07% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
1,920
shares
|
$211,756
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,907
shares
|
$210,323
0.11% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,905
shares
|
$210,102
0.04% of portfolio
|
Q1 2024
Added 110.5%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
1,900
shares
|
$209,551
0.01% of portfolio
|
Q1 2025
Reduced 20.07%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,889
shares
|
$208,337
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
1,885
shares
|
$207,896
0.06% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,884
shares
|
$207,786
0.07% of portfolio
|
Q3 2025
Reduced 90.4%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
1,876
shares
|
$206,904
0.03% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
1,840
shares
|
$202,933
0.01% of portfolio
|
Q3 2023
Reduced 58.88%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
1,834
shares
|
$202,271
0.13% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,823
shares
|
$201,058
0.01% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
1,815
shares
|
$200,176
0.13% of portfolio
|
Q3 2025
Reduced 24.53%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
1,643
shares
|
$181,206
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
1,623
shares
|
$179,000
0.03% of portfolio
|
Q4 2025
Added 3.57%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 29, 2025 Q3 2025 |
1,585
shares
|
$174,809
0.1% of portfolio
|
Q4 2024
Reduced 97.77%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,450
shares
|
$159,920
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
1,352
shares
|
$149,112
0.01% of portfolio
|
Q3 2025
Reduced 84.65%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,312
shares
|
$144,700
0.05% of portfolio
|
Q3 2025
Reduced 95.2%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
1,196
shares
|
$131,906
0.01% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,183
shares
|
$130,473
0.07% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
1,021
shares
|
$112,606
0.04% of portfolio
|
Q3 2025
Reduced 23.29%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
975
shares
|
$107,532
0.1% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
914
shares
|
$100,805
0.03% of portfolio
|
Q2 2025
Reduced 34.15%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
871
shares
|
$96,062
0.0% of portfolio
|
Q3 2025
Reduced 30.26%
|
|