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 |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
10,842
shares
|
$1.2 Million
0.86% of portfolio
|
Q4 2024
Reduced 42.27%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
10,842
shares
|
$1.2 Million
0.86% of portfolio
|
Q4 2024
Reduced 42.27%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
10,824
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 45.53%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
10,772
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 89.75%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
10,763
shares
|
$1.19 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
10,684
shares
|
$1.18 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
10,465
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
10,426
shares
|
$1.15 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
10,416
shares
|
$1.15 Million
0.32% of portfolio
|
Q3 2024
Reduced 27.88%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
10,405
shares
|
$1.15 Million
0.26% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
10,252
shares
|
$1.13 Million
0.22% of portfolio
|
Q2 2024
Reduced 7.74%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
10,179
shares
|
$1.12 Million
0.08% of portfolio
|
Q4 2024
Reduced 15.23%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
10,124
shares
|
$1.12 Million
0.16% of portfolio
|
Q4 2024
Reduced 25.34%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
10,092
shares
|
$1.11 Million
0.38% of portfolio
|
Q4 2024
Reduced 21.26%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
10,057
shares
|
$1.11 Million
0.41% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
9,840
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,805
shares
|
$1.08 Million
0.23% of portfolio
|
Q2 2024
Added 3.52%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
9,798
shares
|
$1.08 Million
0.13% of portfolio
|
Q4 2024
Added 47.18%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
9,729
shares
|
$1.07 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jan 13, 2025 Q4 2024 |
9,655
shares
|
$1.06 Million
0.78% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
9,637
shares
|
$1.06 Million
0.9% of portfolio
|
Q4 2022
Added 0.76%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
9,624
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 56.1%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
9,544
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
9,477
shares
|
$1.04 Million
1.31% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
9,471
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.55%
|