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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,399
shares
|
$596,373
0.03% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
5,393
shares
|
$595,710
0.22% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,384
shares
|
$594,716
0.03% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
5,370
shares
|
$593,170
0.18% of portfolio
|
Q4 2024
Added 140.48%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
5,304
shares
|
$585,879
0.3% of portfolio
|
Q3 2024
Added 89.16%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
5,270
shares
|
$582,124
0.1% of portfolio
|
Q3 2024
Added 18.77%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,260
shares
|
$581,019
0.01% of portfolio
|
Q1 2024
Reduced 56.97%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
5,250
shares
|
$579,915
0.21% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
5,205
shares
|
$574,944
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
5,199
shares
|
$574,281
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
5,193
shares
|
$573,618
0.02% of portfolio
|
Q4 2024
Reduced 15.63%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,175
shares
|
$571,630
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Sicart Associates LLC
|
Jan 14, 2025 Q4 2024 |
5,150
shares
|
$568,869
0.21% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
5,053
shares
|
$558,154
0.02% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
5,043
shares
|
$557,049
0.16% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
5,039
shares
|
$556,607
0.03% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,015
shares
|
$553,956
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$552,300
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
4,993
shares
|
$551,526
0.03% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,953
shares
|
$547,108
0.01% of portfolio
|
Q3 2024
Reduced 32.51%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,854
shares
|
$536,172
0.01% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,771
shares
|
$527,004
0.0% of portfolio
|
Q3 2024
Reduced 36.01%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,737
shares
|
$523,249
0.37% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
4,646
shares
|
$513,197
0.05% of portfolio
|
Q2 2021
Added 12.06%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
4,593
shares
|
$507,342
0.06% of portfolio
|
Q4 2024
Reduced 51.84%
|