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 |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
865
shares
|
$95,400
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
846
shares
|
$93,305
0.01% of portfolio
|
Q2 2021
Reduced 16.16%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
796
shares
|
$87,790
0.0% of portfolio
|
Q3 2025
Reduced 21.5%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
763
shares
|
$84,151
0.05% of portfolio
|
Q2 2024
Reduced 92.88%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
723
shares
|
$79,739
0.01% of portfolio
|
Q2 2025
Reduced 56.81%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
664
shares
|
$73,232
0.0% of portfolio
|
Q1 2022
Reduced 30.76%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
660
shares
|
$72,791
0.0% of portfolio
|
Q1 2025
Reduced 68.36%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
636
shares
|
$70,144
0.01% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
568
shares
|
$62,644
0.0% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
548
shares
|
$60,438
0.04% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
526
shares
|
$58,012
0.03% of portfolio
|
Q1 2021
Reduced 43.5%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
515
shares
|
$56,799
0.02% of portfolio
|
Q3 2025
Added 355.75%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
510
shares
|
$56,247
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
507
shares
|
$55,917
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
480
shares
|
$52,939
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
477
shares
|
$52,608
0.04% of portfolio
|
Q4 2025
Reduced 6.29%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
470
shares
|
$51,836
0.04% of portfolio
|
Q2 2022
Added 29.83%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
454
shares
|
$50,071
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
453
shares
|
$49,961
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
415
shares
|
$45,770
0.0% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
386
shares
|
$42,571
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
366
shares
|
$40,366
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
349
shares
|
$38,491
0.0% of portfolio
|
Q2 2025
Reduced 81.78%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
312
shares
|
$34,410
0.0% of portfolio
|
Q4 2023
Added 173.68%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
305
shares
|
$33,638
0.0% of portfolio
|
Q3 2025
Added 8.16%
|
|