Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 724 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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
20,674
shares
|
$2.28 Million
0.77% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
20,671
shares
|
$2.28 Million
0.02% of portfolio
|
Q3 2024
Added 33.62%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
20,547
shares
|
$2.27 Million
1.2% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
20,303
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
20,023
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.89%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
20,000
shares
|
$2.21 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
19,817
shares
|
$2.19 Million
1.56% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
19,637
shares
|
$2.17 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,508
shares
|
$2.15 Million
0.32% of portfolio
|
Q3 2024
Reduced 26.48%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
19,288
shares
|
$2.13 Million
0.08% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
19,233
shares
|
$2.12 Million
0.16% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
19,225
shares
|
$2.12 Million
0.39% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
18,974
shares
|
$2.1 Million
0.47% of portfolio
|
Q3 2024
Added 112.83%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
18,926
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2024
Reduced 55.06%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
18,780
shares
|
$2.07 Million
1.46% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
18,780
shares
|
$2.07 Million
1.46% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
18,748
shares
|
$2.07 Million
0.38% of portfolio
|
Q3 2024
Reduced 26.3%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
18,731
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 68.05%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
18,620
shares
|
$2.06 Million
0.1% of portfolio
|
Q4 2024
Reduced 16.22%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
18,613
shares
|
$2.06 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
18,566
shares
|
$2.05 Million
1.45% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
18,322
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,246
shares
|
$2.01 Million
0.16% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
18,190
shares
|
$2.01 Million
0.28% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
17,723
shares
|
$1.96 Million
1.57% of portfolio
|
Q4 2024
New holding
|