# ISHARES TR (SHV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SHV/

- Reporting holders: 38
- Reported value: $244.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $98.2M | 890,208 | 8.5% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $20.6M | 186,738 | 0.1% | 16 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $18.9M | 170,904 | 6.5% | 14 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $16.4M | 148,856 | 3.9% | 28 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $15.5M | 140,701 | 1.1% | 32 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $11.2M | 101,696 | 3.4% | 28 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $8.4M | 75,945 | 0.1% | 6 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $8.3M | 75,067 | 3.5% | 12 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $5.6M | 51,122 | 1.1% | 27 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $5.4M | 49,276 | 2.9% | 8 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $4.3M | 39,468 | 0.6% | 16 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $4.1M | 37,143 | 0.6% | 16 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $4.0M | 36,306 | 1.5% | 13 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $3.4M | 30,740 | 2.1% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.8M | 25,260 | 0.1% | 9 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $2.2M | 19,713 | 0.4% | 11 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $1.8M | 15,924 | 0.3% | 18 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $1.7M | 15,390 | 0.2% | 16 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $1.7M | 14,986 | 0.2% | 10 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $1.4M | 12,745 | 0.5% | 2 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $1.2M | 11,220 | 0.1% | 29 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.1M | 10,173 | 0.1% | 4 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $803.7K | 7,285 | 0.1% | 16 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $787.0K | 7,134 | 0.1% | 14 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $596.3K | 5,405 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 38 | $244.1M |
| Q2 2026 | 729 | $9.9B |
| Q1 2026 | 738 | $10.6B |
| Q4 2025 | 710 | $9.4B |
| Q3 2025 | 687 | $9.7B |
| Q2 2025 | 716 | $9.7B |
| Q1 2025 | 727 | $9.7B |
| Q4 2024 | 728 | $9.1B |
| Q3 2024 | 678 | $10.5B |
| Q2 2024 | 676 | $10.1B |
| Q1 2024 | 682 | $9.8B |
| Q4 2023 | 701 | $10.2B |