Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 735 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
6,434
shares
|
$708,640
0.1% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
6,423
shares
|
$707,429
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,302
shares
|
$694,102
0.08% of portfolio
|
Q1 2022
Reduced 13.52%
|
|
|
Cairn Investment Group, Inc.
|
Jan 23, 2025 Q4 2024 |
6,300
shares
|
$693,882
0.41% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,238
shares
|
$687,053
0.09% of portfolio
|
Q3 2024
Reduced 38.21%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,218
shares
|
$684,850
0.02% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
6,210
shares
|
$683,969
0.12% of portfolio
|
Q3 2024
Reduced 69.14%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
6,205
shares
|
$683,418
0.0% of portfolio
|
Q4 2024
Reduced 57.71%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
6,107
shares
|
$672,624
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,097
shares
|
$671,523
0.13% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,090
shares
|
$670,752
0.45% of portfolio
|
Q4 2024
Reduced 22.49%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
6,035
shares
|
$664,694
0.2% of portfolio
|
Q4 2024
Reduced 48.58%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
6,026
shares
|
$663,703
0.1% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
6,021
shares
|
$663,152
0.02% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,906
shares
|
$650,486
0.0% of portfolio
|
Q3 2024
Added 39.1%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
5,881
shares
|
$647,733
0.08% of portfolio
|
Q4 2024
Reduced 7.71%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
5,867
shares
|
$646,191
0.07% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
5,828
shares
|
$641,895
0.16% of portfolio
|
Q4 2024
Added 33.18%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,639
shares
|
$621,079
0.07% of portfolio
|
Q1 2023
Added 130.73%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
5,629
shares
|
$619,978
0.18% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
5,600
shares
|
$616,784
0.66% of portfolio
|
Q3 2022
Reduced 20.29%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
5,584
shares
|
$615,021
0.04% of portfolio
|
Q1 2024
Added 106.66%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
5,540
shares
|
$610,175
0.22% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
5,535
shares
|
$609,624
0.09% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
5,509
shares
|
$606,761
0.05% of portfolio
|
Q4 2024
Reduced 2.31%
|