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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
271
shares
|
$29,888
0.01% of portfolio
|
Q2 2024
Reduced 53.68%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
269
shares
|
$29,668
0.0% of portfolio
|
Q3 2025
Reduced 98.52%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
267
shares
|
$29,447
0.01% of portfolio
|
Q2 2022
Closed
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
243
shares
|
$26,800
0.0% of portfolio
|
Q1 2024
Added 737.93%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
235
shares
|
$25,918
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
213
shares
|
$23,491
0.0% of portfolio
|
Q2 2023
Reduced 69.92%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
198
shares
|
$21,837
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
181
shares
|
$19,962
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
164
shares
|
$18,087
0.01% of portfolio
|
Q2 2025
Reduced 96.8%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
145
shares
|
$15,992
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
143
shares
|
$15,771
0.0% of portfolio
|
Q2 2024
Added 266.67%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
135
shares
|
$14,889
0.01% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
134
shares
|
$14,778
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
129
shares
|
$14,227
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
124
shares
|
$13,675
0.0% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
119
shares
|
$13,124
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
110
shares
|
$12,131
0.0% of portfolio
|
Q3 2025
Reduced 91.41%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
107
shares
|
$11,801
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
100
shares
|
$11,029
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
72
shares
|
$7,940
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
70
shares
|
$7,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
68
shares
|
$7,499
0.01% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
66
shares
|
$7,279
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
66
shares
|
$7,279
0.0% of portfolio
|
Q1 2025
Reduced 86.36%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
64
shares
|
$7,058
0.0% of portfolio
|
Q3 2025
Reduced 90.8%
|
|