Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 729 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
8,451
shares
|
$933,497
0.12% of portfolio
|
Q4 2024
Added 49.55%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
8,437
shares
|
$931,951
0.01% of portfolio
|
Q4 2024
Reduced 72.26%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
8,259
shares
|
$912,289
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
8,083
shares
|
$892,848
0.38% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
8,017
shares
|
$885,557
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
8,012
shares
|
$885,005
0.33% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
7,998
shares
|
$883,459
0.0% of portfolio
|
Q3 2024
Reduced 35.13%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
7,986
shares
|
$882,133
0.07% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
7,955
shares
|
$878,709
0.23% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
7,874
shares
|
$869,762
0.28% of portfolio
|
Q2 2024
Added 90.52%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
7,853
shares
|
$867,442
0.67% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 12, 2024 Q3 2024 |
7,809
shares
|
$862,582
1.15% of portfolio
|
Q3 2024
Reduced 29.41%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
7,798
shares
|
$861,367
0.28% of portfolio
|
Q4 2024
Added 105.48%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
7,715
shares
|
$852,198
0.07% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,673
shares
|
$847,559
0.01% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
7,627
shares
|
$842,478
0.56% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
7,616
shares
|
$841,263
0.04% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
7,594
shares
|
$838,833
0.09% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
7,500
shares
|
$828,450
0.68% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
7,489
shares
|
$827,234
0.6% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
7,462
shares
|
$824,252
0.58% of portfolio
|
Q3 2024
Added 13.7%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,425
shares
|
$820,165
0.02% of portfolio
|
Q3 2024
Reduced 15.65%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
7,281
shares
|
$804,259
0.01% of portfolio
|
Q4 2024
Added 188.36%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
7,233
shares
|
$798,957
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
7,185
shares
|
$793,655
0.26% of portfolio
|
Q3 2024
Reduced 29.71%
|