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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
95,204
shares
|
$10.5 Million
0.46% of portfolio
|
Q3 2025
Added 169.94%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
95,088
shares
|
$10.5 Million
2.67% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
94,704
shares
|
$10.4 Million
0.89% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
93,581
shares
|
$10.3 Million
1.84% of portfolio
|
Q3 2025
Added 15.68%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
93,145
shares
|
$10.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 20.59%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
89,221
shares
|
$9.84 Million
5.69% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
86,606
shares
|
$9.55 Million
0.38% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
85,377
shares
|
$9.42 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
85,149
shares
|
$9.39 Million
0.35% of portfolio
|
Q3 2025
Reduced 42.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
84,594
shares
|
$9.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 52.11%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
83,051
shares
|
$9.16 Million
1.9% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
82,385
shares
|
$9.09 Million
0.7% of portfolio
|
Q3 2025
Reduced 25.59%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
82,346
shares
|
$9.08 Million
2.21% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
81,525
shares
|
$8.99 Million
0.56% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
81,122
shares
|
$8.95 Million
7.75% of portfolio
|
Q3 2025
Reduced 24.44%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
80,233
shares
|
$8.85 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
79,775
shares
|
$8.8 Million
0.94% of portfolio
|
Q1 2024
Reduced 19.93%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 14, 2025 Q3 2025 |
78,429
shares
|
$8.65 Million
3.41% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
77,686
shares
|
$8.57 Million
0.91% of portfolio
|
Q4 2024
Reduced 21.7%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
75,666
shares
|
$8.35 Million
3.09% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
74,029
shares
|
$8.16 Million
0.04% of portfolio
|
Q3 2025
Reduced 38.1%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
74,008
shares
|
$8.16 Million
0.53% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
72,543
shares
|
$8 Million
0.23% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
69,718
shares
|
$7.69 Million
0.03% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
69,579
shares
|
$7.67 Million
5.5% of portfolio
|
Q3 2025
Reduced 11.74%
|
|