Purchases and Sales Made in Q4 2025 in Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
127K+ 8.43% |
$14M - $14M
|
1.63M
$180M
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
125KNew |
$13.8M - $13.8M
|
125K
$13.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
60.9K+ 381.47% |
$6.71M - $6.73M
|
76.8K
$8.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
54.7K+ 52.94% |
$6.03M - $6.05M
|
158K
$17.4M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
40K+ 1011.12% |
$4.41M - $4.42M
|
44K
$4.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
35.8KNew |
$3.94M - $3.96M
|
35.8K
$3.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
33K+ 2084.73% |
$3.64M - $3.65M
|
34.6K
$3.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
25.9K+ 27.84% |
$2.86M - $2.87M
|
119K
$13.1M
|
|
|
Jan 23, 2026
Q4 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
24.3K+ 84.81% |
$2.68M - $2.69M
|
53K
$5.85M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
16.9K+ 28.38% |
$1.86M - $1.87M
|
76.6K
$8.44M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.8K+ 10.09% |
$1.74M - $1.74M
|
172K
$19M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15.4K+ 308.27% |
$1.7M - $1.7M
|
20.4K
$2.25M
|
|
|
Jan 22, 2026
Q4 2025
|
Prosperity Advisers, LLC
Fort Washington, PA |
BUY
|
- |
15.2KNew |
$1.67M - $1.68M
|
15.2K
$1.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
15.1K+ 21.92% |
$1.66M - $1.67M
|
83.9K
$9.25M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.7K+ 24.32% |
$1.5M - $1.51M
|
69.8K
$7.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
13.6K+ 25.05% |
$1.49M - $1.5M
|
67.8K
$7.47M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
12.7K+ 1.88% |
$1.4M - $1.4M
|
687K
$75.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.6K+ 78.72% |
$1.28M - $1.28M
|
26.4K
$2.91M
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
11.3K+ 22.64% |
$1.24M - $1.25M
|
61.1K
$6.73M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10K+ 487.65% |
$1.1M - $1.11M
|
12.1K
$1.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.79K+ 155.74% |
$1.08M - $1.08M
|
16.1K
$1.77M
|
|
|
Jan 23, 2026
Q4 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
9.67K+ 1.57% |
$1.06M - $1.07M
|
624K
$68.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
8.25KNew |
$909K - $911K
|
8.25K
$910K
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
7.89K+ 4.14% |
$869K - $872K
|
199K
$21.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.29KNew |
$803K - $806K
|
7.29K
$804K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.27K+ 131.64% |
$801K - $803K
|
12.8K
$1.41M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.92K+ 4.02% |
$652K - $654K
|
153K
$16.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.25KNew |
$579K - $581K
|
5.25K
$579K
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
5.14K+ 12.46% |
$566K - $568K
|
46.4K
$5.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
4.51KNew |
$497K - $498K
|
4.51K
$497K
|
|
|
Jan 22, 2026
Q4 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.1K+ 16.57% |
$452K - $453K
|
28.8K
$3.18M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.98K+ 23.57% |
$439K - $440K
|
20.9K
$2.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.63K+ 84.11% |
$399K - $401K
|
7.94K
$875K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.6KNew |
$396K - $397K
|
3.6K
$397K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.26KNew |
$359K - $360K
|
3.26K
$360K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.08KNew |
$339K - $340K
|
3.08K
$340K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.85K+ 35.75% |
$314K - $315K
|
10.8K
$1.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.67K+ 32.49% |
$295K - $295K
|
10.9K
$1.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.43KNew |
$267K - $268K
|
2.43K
$268K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.27K+ 18.7% |
$250K - $251K
|
14.4K
$1.59M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.09K+ 13.38% |
$231K - $231K
|
17.7K
$1.96M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.03KNew |
$223K - $224K
|
2.03K
$223K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2K+ 3.42% |
$221K - $221K
|
60.6K
$6.68M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.45K+ 31.02% |
$160K - $161K
|
6.14K
$677K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.25K+ 0.16% |
$138K - $138K
|
766K
$84.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.18K+ 89.56% |
$129K - $130K
|
2.49K
$274K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.17K+ 10.74% |
$129K - $129K
|
12.1K
$1.33M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.04K+ 3.85% |
$115K - $115K
|
28.1K
$3.1M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
951+ 0.59% |
$105K - $105K
|
162K
$17.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
850New |
$93.6K - $93.9K
|
850
$93.7K
|
|