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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
7,137
shares
|
$788,353
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
7,086
shares
|
$782,719
0.12% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
7,081
shares
|
$782,167
0.2% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
7,072
shares
|
$781,173
0.37% of portfolio
|
Q3 2024
Reduced 69.52%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
7,041
shares
|
$777,748
0.12% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
7,025
shares
|
$775,981
0.08% of portfolio
|
Q4 2024
Added 37.91%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
7,023
shares
|
$775,760
0.26% of portfolio
|
Q4 2024
Added 40.74%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
6,976
shares
|
$770,568
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
6,809
shares
|
$752,122
0.11% of portfolio
|
Q4 2024
Reduced 63.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,772
shares
|
$748,035
0.02% of portfolio
|
Q3 2024
Reduced 21.41%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
6,753
shares
|
$745,936
0.29% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
6,750
shares
|
$745,605
0.4% of portfolio
|
Q1 2023
Reduced 53.29%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
6,748
shares
|
$745,384
0.17% of portfolio
|
Q4 2024
Added 30.83%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
6,708
shares
|
$740,965
0.1% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
6,659
shares
|
$735,553
0.21% of portfolio
|
Q4 2024
Added 46.19%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
6,611
shares
|
$730,251
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
6,597
shares
|
$728,704
1.01% of portfolio
|
Q4 2021
Reduced 20.15%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,530
shares
|
$721,303
0.05% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
6,506
shares
|
$718,652
0.04% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
6,434
shares
|
$710,699
0.1% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
6,425
shares
|
$709,705
0.26% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
6,423
shares
|
$709,484
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
6,372
shares
|
$703,851
0.07% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,302
shares
|
$696,118
0.08% of portfolio
|
Q1 2022
Reduced 13.52%
|