Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 777 institutions that hold shares in the stock, with a total of 94.4 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
13,508
shares
|
$1.49 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
13,355
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 13.65%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
13,307
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
13,232
shares
|
$1.46 Million
0.09% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
13,159
shares
|
$1.45 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
13,098
shares
|
$1.44 Million
0.27% of portfolio
|
Q4 2024
Reduced 30.14%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
13,049
shares
|
$1.44 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
12,589
shares
|
$1.39 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
12,499
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Added 68.34%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
12,340
shares
|
$1.36 Million
0.32% of portfolio
|
Q4 2024
Added 10.77%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
12,248
shares
|
$1.35 Million
0.63% of portfolio
|
Q4 2024
Reduced 19.43%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
12,176
shares
|
$1.34 Million
1.14% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
12,171
shares
|
$1.34 Million
1.21% of portfolio
|
Q4 2024
Added 25.18%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Feb 05, 2025 Q4 2024 |
12,078
shares
|
$1.33 Million
0.79% of portfolio
|
Q2 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
11,998
shares
|
$1.32 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
11,941
shares
|
$1.32 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
11,475
shares
|
$1.26 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Feb 13, 2025 Q4 2024 |
11,250
shares
|
$1.24 Million
0.74% of portfolio
|
Q4 2024
Added 25.7%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
11,197
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2022
Added 1.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
11,072
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
11,056
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 49.43%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
11,047
shares
|
$1.22 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
10,996
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
10,977
shares
|
$1.21 Million
0.03% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,970
shares
|
$1.21 Million
0.18% of portfolio
|
Q4 2024
Reduced 43.77%
|