SHV — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns SHV? 41 Institutions Hold $246M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (SHV)? 41 institutions reported holding $246.10M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Trust Co ($98.2M), Farther Finance Advisors, LLC ($20.6M), Stableford Capital II LLC ($18.9M).

Rank	Institution	Value	Shares	Change
1	Trust Co	$98.2M	890,208	Added
2	Farther Finance Advisors, LLC	$20.6M	186,738	Added
3	STABLEFORD CAPITAL II LLC	$18.9M	170,904	Added
4	KFA Private Wealth Group, LLC	$16.4M	148,856	Trimmed
5	KWMG, LLC	$15.5M	140,701	Added
6	Pacifica Partners Inc.	$11.2M	101,696	Trimmed
7	Apella Capital, LLC	$8.4M	75,945	Added
8	Whalen Wealth Management Inc.	$8.3M	75,067	Trimmed
9	Castle Rock Wealth Management, LLC	$5.6M	51,122	Added
10	Baring Financial LLC	$5.4M	49,276	Added
11	FINANCIAL MANAGEMENT NETWORK INC	$4.3M	39,468	Trimmed
12	Balefire, LLC	$4.1M	37,143	Added
13	Ridgewood Investments LLC	$4.0M	36,306	Trimmed
14	Paladin Partners, LLC	$3.4M	30,740	Hold
15	CoreCap Advisors, LLC	$2.8M	25,260	Trimmed
16	BENEDICT FINANCIAL ADVISORS INC	$2.2M	19,713	Added
17	PROFESSIONAL ADVISORY SERVICES INC	$2.0M	18,377	Added
18	Weaver Consulting Group	$1.8M	15,924	Trimmed
19	INSPIRION WEALTH ADVISORS, LLC	$1.7M	15,390	Hold
20	CENTRAL BANK & TRUST CO	$1.7M	14,986	Added
21	Buska Wealth Management, LLC	$1.4M	12,745	Added
22	Pathway Financial Advisors LLC	$1.2M	11,220	Hold
23	Wealth Enhancement Trust Services, Inc.	$1.1M	10,173	Added
24	Montecito Bank & Trust	$803,681	7,285	Hold
25	Rosenberg Matthew Hamilton	$787,023	7,134	Hold

Source: SEC Form 13F filings · as of 2026-09-30