Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 725 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
31,186
shares
|
$3.44 Million
0.04% of portfolio
|
Q3 2024
Reduced 69.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
31,146
shares
|
$3.44 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.29%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
31,096
shares
|
$3.43 Million
1.74% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
30,856
shares
|
$3.41 Million
1.04% of portfolio
|
Q1 2023
Reduced 7.28%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
30,323
shares
|
$3.35 Million
0.16% of portfolio
|
Q3 2024
Added 131.74%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
30,050
shares
|
$3.32 Million
1.51% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
30,008
shares
|
$3.31 Million
0.33% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
29,666
shares
|
$3.28 Million
0.13% of portfolio
|
Q1 2024
Reduced 47.91%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
29,573
shares
|
$3.27 Million
0.06% of portfolio
|
Q3 2024
Added 68.99%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
29,478
shares
|
$3.25 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
28,427
shares
|
$3.14 Million
0.38% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
28,420
shares
|
$3.14 Million
1.85% of portfolio
|
Q4 2023
Reduced 27.54%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
28,114
shares
|
$3.1 Million
0.67% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
28,092
shares
|
$3.1 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
27,819
shares
|
$3.07 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
27,596
shares
|
$3.05 Million
5.2% of portfolio
|
Q2 2022
New holding
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
27,586
shares
|
$3.05 Million
0.36% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
27,433
shares
|
$3.03 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
27,343
shares
|
$3.02 Million
0.66% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
27,317
shares
|
$3.02 Million
0.46% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
27,224
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2022
Reduced 4.07%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
26,792
shares
|
$2.96 Million
1.1% of portfolio
|
Q4 2024
Added 18.67%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
26,592
shares
|
$2.94 Million
0.36% of portfolio
|
Q3 2024
Reduced 16.44%
|
|
|
Rock Creek Group, LP
|
Nov 12, 2024 Q3 2024 |
26,503
shares
|
$2.93 Million
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
26,429
shares
|
$2.92 Million
0.15% of portfolio
|
Q3 2024
Added 4.69%
|