Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 730 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 |
|---|---|---|---|---|---|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
4,035
shares
|
$445,907
0.18% of portfolio
|
Q4 2024
Reduced 17.26%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
4,000
shares
|
$442,040
0.0% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
3,992
shares
|
$441,155
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
3,955
shares
|
$437,067
0.01% of portfolio
|
Q1 2024
Reduced 31.63%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,867
shares
|
$427,342
0.33% of portfolio
|
Q2 2024
Reduced 12.35%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
3,833
shares
|
$423,584
0.05% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,832
shares
|
$423,474
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
3,791
shares
|
$418,943
0.08% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
3,760
shares
|
$415,517
0.01% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,691
shares
|
$407,892
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
3,645
shares
|
$402,808
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
3,644
shares
|
$402,698
0.2% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
3,627
shares
|
$400,819
0.17% of portfolio
|
Q1 2024
Reduced 69.42%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
3,619
shares
|
$399,935
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
3,608
shares
|
$398,720
0.04% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
3,600
shares
|
$397,836
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,548
shares
|
$392,089
0.0% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
3,539
shares
|
$391,094
0.39% of portfolio
|
Q4 2024
Reduced 55.14%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,526
shares
|
$389,658
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
3,523
shares
|
$389,326
0.06% of portfolio
|
Q4 2024
Added 51.66%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,512
shares
|
$388,111
0.01% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
3,500
shares
|
$386,785
0.01% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,496
shares
|
$386,342
0.01% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
3,465
shares
|
$382,917
0.04% of portfolio
|
Q3 2024
Reduced 23.09%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,459
shares
|
$382,254
0.02% of portfolio
|
Q3 2024
Reduced 37.78%
|