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 |
|---|---|---|---|---|---|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
136,295
shares
|
$15 Million
3.43% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
136,144
shares
|
$15 Million
7.37% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
134,818
shares
|
$14.9 Million
1.25% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
134,271
shares
|
$14.8 Million
8.05% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
133,934
shares
|
$14.8 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
130,568
shares
|
$14.4 Million
1.77% of portfolio
|
Q3 2025
Reduced 19.04%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
127,061
shares
|
$14 Million
1.33% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
123,940
shares
|
$13.7 Million
1.22% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
123,777
shares
|
$13.7 Million
7.99% of portfolio
|
Q3 2025
Added 19.25%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
122,841
shares
|
$13.5 Million
1.02% of portfolio
|
Q4 2022
Reduced 1.56%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
120,559
shares
|
$13.3 Million
6.38% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Titan Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
116,894
shares
|
$12.9 Million
25.29% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
116,497
shares
|
$12.8 Million
0.56% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
111,905
shares
|
$12.3 Million
0.07% of portfolio
|
Q3 2025
Reduced 41.03%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
110,316
shares
|
$12.2 Million
7.06% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
108,995
shares
|
$12 Million
2.82% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
108,684
shares
|
$12 Million
0.01% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
107,066
shares
|
$11.8 Million
2.59% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Udine Wealth Management, Inc.
|
Oct 27, 2025 Q3 2025 |
106,750
shares
|
$11.8 Million
5.86% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
103,371
shares
|
$11.4 Million
3.29% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Oct 15, 2025 Q3 2025 |
101,616
shares
|
$11.2 Million
8.4% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
101,497
shares
|
$11.2 Million
0.15% of portfolio
|
Q3 2025
Reduced 48.02%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
100,295
shares
|
$11.1 Million
5.65% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
100,057
shares
|
$11 Million
0.27% of portfolio
|
Q3 2025
Reduced 22.59%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
97,449
shares
|
$10.7 Million
0.19% of portfolio
|
Q3 2025
Reduced 21.8%
|
|