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 |
|---|---|---|---|---|---|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
44,431
shares
|
$4.9 Million
4.12% of portfolio
|
Q2 2025
Added 103.97%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
44,420
shares
|
$4.9 Million
0.24% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
43,779
shares
|
$4.83 Million
2.05% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
43,770
shares
|
$4.83 Million
0.23% of portfolio
|
Q3 2025
Added 57.36%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
41,951
shares
|
$4.63 Million
0.87% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
41,639
shares
|
$4.59 Million
0.65% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
41,566
shares
|
$4.58 Million
0.17% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
41,298
shares
|
$4.55 Million
0.03% of portfolio
|
Q3 2025
Added 112.47%
|
|
|
Baring Financial LLC
Bellingham, WA |
Oct 06, 2025 Q3 2025 |
41,261
shares
|
$4.55 Million
3.11% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
40,444
shares
|
$4.46 Million
0.11% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
39,937
shares
|
$4.4 Million
3.8% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
39,852
shares
|
$4.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 46.91%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
39,644
shares
|
$4.37 Million
0.04% of portfolio
|
Q3 2025
Reduced 16.77%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
39,596
shares
|
$4.37 Million
0.31% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
39,226
shares
|
$4.33 Million
0.02% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
39,202
shares
|
$4.32 Million
0.02% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
38,862
shares
|
$4.29 Million
0.13% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
38,790
shares
|
$4.28 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
38,434
shares
|
$4.24 Million
0.29% of portfolio
|
Q3 2025
Reduced 56.92%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
37,939
shares
|
$4.18 Million
0.74% of portfolio
|
Q3 2025
Reduced 9.1%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
37,819
shares
|
$4.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
37,786
shares
|
$4.17 Million
0.22% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
37,379
shares
|
$4.12 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
37,214
shares
|
$4.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 25.59%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
36,834
shares
|
$4.06 Million
1.92% of portfolio
|
Q3 2025
Added 3.4%
|
|