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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
56,045
shares
|
$6.18 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
54,251
shares
|
$5.98 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
54,185
shares
|
$5.98 Million
2.36% of portfolio
|
Q3 2025
Added 35.32%
|
|
|
Iron Bridge Private Wealth, LLC
|
Oct 30, 2025 Q3 2025 |
53,538
shares
|
$5.9 Million
2.08% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
52,978
shares
|
$5.84 Million
0.16% of portfolio
|
Q3 2025
Added 119.55%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
52,871
shares
|
$5.83 Million
0.22% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
52,655
shares
|
$5.81 Million
2.2% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
52,149
shares
|
$5.75 Million
1.13% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
51,900
shares
|
$5.72 Million
1.08% of portfolio
|
Q1 2024
Added 317.47%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
51,273
shares
|
$5.65 Million
1.05% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
50,339
shares
|
$5.55 Million
0.0% of portfolio
|
Q3 2025
Added 14.68%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
50,284
shares
|
$5.55 Million
1.41% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
50,272
shares
|
$5.54 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
49,789
shares
|
$5.49 Million
1.43% of portfolio
|
Q3 2025
Reduced 83.24%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
48,683
shares
|
$5.37 Million
0.08% of portfolio
|
Q3 2025
Reduced 23.49%
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
48,509
shares
|
$5.35 Million
1.45% of portfolio
|
Q3 2025
Reduced 28.73%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
48,397
shares
|
$5.34 Million
9.84% of portfolio
|
Q3 2022
Added 0.75%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
47,643
shares
|
$5.25 Million
0.32% of portfolio
|
Q2 2022
Reduced 1.53%
|
|
|
Hixon Zuercher, LLC
|
Oct 10, 2025 Q3 2025 |
47,515
shares
|
$5.24 Million
1.63% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
46,758
shares
|
$5.16 Million
1.2% of portfolio
|
Q3 2025
Reduced 47.12%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
46,127
shares
|
$5.09 Million
0.0% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
46,052
shares
|
$5.08 Million
3.3% of portfolio
|
Q3 2022
Reduced 1.22%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
45,912
shares
|
$5.06 Million
0.09% of portfolio
|
Q3 2025
Reduced 58.84%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
44,756
shares
|
$4.94 Million
0.04% of portfolio
|
Q3 2025
Added 65.49%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
44,669
shares
|
$4.93 Million
0.09% of portfolio
|
Q3 2025
Reduced 19.3%
|
|