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 |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
17,540
shares
|
$1.94 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
17,361
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.42%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
17,348
shares
|
$1.92 Million
0.37% of portfolio
|
Q3 2024
Added 40.94%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
17,233
shares
|
$1.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
16,819
shares
|
$1.86 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
16,564
shares
|
$1.83 Million
0.05% of portfolio
|
Q4 2024
Reduced 24.25%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
16,266
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
16,225
shares
|
$1.79 Million
0.06% of portfolio
|
Q4 2024
Reduced 16.28%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
15,937
shares
|
$1.76 Million
0.76% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
15,858
shares
|
$1.75 Million
0.09% of portfolio
|
Q4 2024
Reduced 47.7%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
15,846
shares
|
$1.75 Million
0.39% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
15,803
shares
|
$1.74 Million
0.38% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,713
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2024
Added 17.2%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
15,529
shares
|
$1.71 Million
0.73% of portfolio
|
Q4 2024
Added 14.62%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
15,212
shares
|
$1.68 Million
0.37% of portfolio
|
Q3 2024
Added 20.4%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
15,202
shares
|
$1.68 Million
0.79% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
14,995
shares
|
$1.66 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
14,923
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
14,870
shares
|
$1.64 Million
0.18% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
14,802
shares
|
$1.63 Million
0.38% of portfolio
|
Q4 2024
Added 307.21%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
14,799
shares
|
$1.63 Million
0.33% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
14,505
shares
|
$1.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
14,495
shares
|
$1.6 Million
0.14% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
14,158
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.92%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
13,975
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.73%
|