Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 725 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Jan 23, 2025 Q4 2024 |
656,812
shares
|
$72.5 Million
36.84% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
648,290
shares
|
$71.6 Million
17.35% of portfolio
|
Q3 2024
Added 423.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
599,055
shares
|
$66.1 Million
0.07% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
560,749
shares
|
$61.9 Million
9.12% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
551,299
shares
|
$60.9 Million
5.1% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
546,560
shares
|
$60.4 Million
10.84% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
530,662
shares
|
$58.6 Million
16.78% of portfolio
|
Q3 2023
Reduced 38.78%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
513,818
shares
|
$56.7 Million
0.3% of portfolio
|
Q3 2024
Reduced 33.02%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
501,727
shares
|
$55.4 Million
5.65% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
475,301
shares
|
$52.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
474,829
shares
|
$52.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 66.32%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
436,476
shares
|
$48.2 Million
2.93% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
416,015
shares
|
$45.9 Million
0.45% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
415,611
shares
|
$45.9 Million
0.94% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
403,666
shares
|
$44.6 Million
0.91% of portfolio
|
Q2 2024
Reduced 7.1%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
389,870
shares
|
$43 Million
0.53% of portfolio
|
Q3 2024
Added 27.49%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
387,049
shares
|
$42.7 Million
7.22% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
376,793
shares
|
$41.6 Million
16.38% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
375,900
shares
|
$41.5 Million
0.15% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
368,053
shares
|
$40.6 Million
4.71% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
366,381
shares
|
$40.5 Million
0.11% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
361,011
shares
|
$39.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
356,362
shares
|
$39.3 Million
0.02% of portfolio
|
Q3 2024
Added 20.45%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
329,282
shares
|
$36.4 Million
0.34% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
325,413
shares
|
$35.9 Million
0.86% of portfolio
|
Q4 2024
Reduced 15.89%
|