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 |
|---|---|---|---|---|---|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
205,486
shares
|
$22.7 Million
9.63% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Oct 29, 2025 Q3 2025 |
205,091
shares
|
$22.6 Million
16.77% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
200,307
shares
|
$22.1 Million
2.82% of portfolio
|
Q3 2025
Added 16.57%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Dec 02, 2025 Q3 2025 |
190,848
shares
|
$21 Million
3.03% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
188,589
shares
|
$20.8 Million
4.77% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
185,000
shares
|
$20.4 Million
6.4% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
184,307
shares
|
$20.3 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
180,783
shares
|
$19.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
180,770
shares
|
$19.9 Million
8.36% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
177,877
shares
|
$19.6 Million
1.99% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
168,895
shares
|
$18.6 Million
0.02% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
161,198
shares
|
$17.8 Million
3.76% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
160,432
shares
|
$17.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 81.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
156,256
shares
|
$17.2 Million
0.26% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
155,114
shares
|
$17.1 Million
0.55% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Presidio Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
154,687
shares
|
$17.1 Million
6.03% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
154,176
shares
|
$17 Million
0.03% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
150,142
shares
|
$16.6 Million
4.21% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
147,286
shares
|
$16.2 Million
0.98% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
146,901
shares
|
$16.2 Million
0.18% of portfolio
|
Q2 2024
Added 11.24%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
146,445
shares
|
$16.2 Million
0.71% of portfolio
|
Q3 2025
Reduced 27.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
145,574
shares
|
$16.1 Million
0.08% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
142,868
shares
|
$15.8 Million
2.02% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
138,701
shares
|
$15.3 Million
0.69% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
136,911
shares
|
$15.1 Million
1.26% of portfolio
|
Q3 2023
Reduced 60.33%
|
|