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 |
|---|---|---|---|---|---|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
323,537
shares
|
$35.7 Million
5.47% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
318,603
shares
|
$35.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Marks Wealth, LLC
|
Oct 28, 2025 Q3 2025 |
312,928
shares
|
$34.5 Million
10.68% of portfolio
|
Q3 2025
Reduced 34.93%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
307,504
shares
|
$33.9 Million
0.53% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
301,860
shares
|
$33.3 Million
5.98% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
281,625
shares
|
$31.1 Million
4.38% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
276,243
shares
|
$30.5 Million
0.39% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
273,694
shares
|
$30.2 Million
5.49% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
267,270
shares
|
$29.5 Million
1.07% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
263,341
shares
|
$29 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
261,506
shares
|
$28.8 Million
0.57% of portfolio
|
Q3 2025
Added 10.72%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
257,410
shares
|
$28.4 Million
6.01% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
257,333
shares
|
$28.4 Million
10.12% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
252,239
shares
|
$27.8 Million
20.98% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
252,175
shares
|
$27.8 Million
0.09% of portfolio
|
Q3 2025
Added 43.54%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Nov 21, 2025 Q3 2025 |
231,422
shares
|
$25.5 Million
28.52% of portfolio
|
Q3 2025
Reduced 10.92%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
225,739
shares
|
$24.9 Million
0.42% of portfolio
|
Q3 2025
Reduced 22.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
224,539
shares
|
$24.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 32.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
223,814
shares
|
$24.7 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.73%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
216,501
shares
|
$23.9 Million
0.06% of portfolio
|
Q3 2025
Reduced 11.45%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
215,266
shares
|
$23.7 Million
8.94% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Nov 10, 2025 Q3 2025 |
213,689
shares
|
$23.6 Million
10.23% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
210,030
shares
|
$23.2 Million
0.98% of portfolio
|
Q2 2020
Added 47.44%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
209,279
shares
|
$23.1 Million
16.26% of portfolio
|
Q2 2023
Added 4.06%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
208,941
shares
|
$23 Million
8.86% of portfolio
|
Q3 2025
Added 7.32%
|
|