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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
2,248
shares
|
$248,224
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
2,233
shares
|
$246,567
0.09% of portfolio
|
Q1 2024
Reduced 6.69%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
2,232
shares
|
$246,457
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,220
shares
|
$245,132
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
2,206
shares
|
$243,586
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
2,191
shares
|
$241,930
0.02% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
2,188
shares
|
$241,598
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
2,187
shares
|
$241,488
0.18% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,163
shares
|
$238,838
0.01% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
2,149
shares
|
$237,292
0.12% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
2,110
shares
|
$232,986
0.02% of portfolio
|
Q1 2022
Reduced 5.8%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,101
shares
|
$231,992
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
2,088
shares
|
$230,556
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,073
shares
|
$228,900
0.04% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
2,052
shares
|
$226,581
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
2,008
shares
|
$221,723
0.14% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
1,973
shares
|
$217,858
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
1,973
shares
|
$217,858
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
1,971
shares
|
$217,637
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,968
shares
|
$217,306
0.07% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,962
shares
|
$216,644
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
1,931
shares
|
$213,221
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
1,912
shares
|
$211,123
0.01% of portfolio
|
Q3 2024
Reduced 17.41%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,905
shares
|
$210,350
0.04% of portfolio
|
Q1 2024
Added 110.5%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
1,903
shares
|
$210,129
0.05% of portfolio
|
Q4 2023
New holding
|