Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 730 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 |
|---|---|---|---|---|---|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
25,950
shares
|
$2.87 Million
0.09% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
25,729
shares
|
$2.84 Million
0.21% of portfolio
|
Q4 2024
Reduced 51.6%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
25,254
shares
|
$2.79 Million
0.45% of portfolio
|
Q4 2024
Added 16.69%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
25,211
shares
|
$2.79 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
25,115
shares
|
$2.78 Million
0.05% of portfolio
|
Q3 2024
Reduced 40.63%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
25,075
shares
|
$2.77 Million
0.32% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
24,741
shares
|
$2.73 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
24,637
shares
|
$2.72 Million
0.61% of portfolio
|
Q4 2024
Added 65.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
24,544
shares
|
$2.71 Million
0.06% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
24,048
shares
|
$2.66 Million
0.07% of portfolio
|
Q3 2024
Reduced 35.87%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
23,606
shares
|
$2.61 Million
0.1% of portfolio
|
Q3 2024
Added 22.27%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
23,332
shares
|
$2.58 Million
1.8% of portfolio
|
Q4 2024
Reduced 45.86%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
23,319
shares
|
$2.58 Million
0.5% of portfolio
|
Q4 2024
Added 58.98%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
23,269
shares
|
$2.57 Million
0.79% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
23,048
shares
|
$2.55 Million
0.42% of portfolio
|
Q3 2024
Reduced 54.66%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
22,877
shares
|
$2.53 Million
0.31% of portfolio
|
Q4 2024
Reduced 19.52%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
22,676
shares
|
$2.51 Million
0.47% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
22,637
shares
|
$2.5 Million
0.3% of portfolio
|
Q4 2024
Reduced 14.87%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
22,625
shares
|
$2.5 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
22,604
shares
|
$2.5 Million
2.22% of portfolio
|
Q4 2024
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
22,361
shares
|
$2.47 Million
1.5% of portfolio
|
Q3 2024
Reduced 11.91%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
22,208
shares
|
$2.45 Million
0.06% of portfolio
|
Q3 2024
Reduced 35.5%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
22,071
shares
|
$2.44 Million
1.53% of portfolio
|
Q4 2024
Reduced 49.49%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
21,921
shares
|
$2.42 Million
0.06% of portfolio
|
Q3 2024
Added 96.72%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
21,005
shares
|
$2.32 Million
0.4% of portfolio
|
Q4 2024
Reduced 11.82%
|