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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
366
shares
|
$40,413
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
312
shares
|
$34,451
0.0% of portfolio
|
Q4 2023
Added 173.68%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
271
shares
|
$29,923
0.01% of portfolio
|
Q2 2024
Reduced 53.68%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
267
shares
|
$29,482
0.01% of portfolio
|
Q2 2022
Closed
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
243
shares
|
$26,832
0.0% of portfolio
|
Q1 2024
Added 737.93%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
239
shares
|
$26,390
0.01% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
213
shares
|
$23,519
0.0% of portfolio
|
Q2 2023
Reduced 69.92%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
154
shares
|
$17,004
0.01% of portfolio
|
Q3 2024
Added 862.5%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
149
shares
|
$16,452
0.0% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
143
shares
|
$15,790
0.0% of portfolio
|
Q2 2024
Added 266.67%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
137
shares
|
$15,127
0.0% of portfolio
|
Q4 2023
Reduced 85.98%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
129
shares
|
$14,244
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
122
shares
|
$13,471
0.0% of portfolio
|
Q2 2024
Added 0.83%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
113
shares
|
$12,477
0.0% of portfolio
|
Q2 2023
Added 1199.12%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
108
shares
|
$11,925
0.0% of portfolio
|
Q2 2023
Added 730.77%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
101
shares
|
$11,152
0.01% of portfolio
|
Q4 2024
Reduced 29.86%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
96
shares
|
$10,600
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
96
shares
|
$10,600
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
90
shares
|
$9,937
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
85
shares
|
$9,385
0.0% of portfolio
|
Q1 2024
Added 102.38%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
75
shares
|
$8,281
0.0% of portfolio
|
Q2 2024
Reduced 85.8%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
72
shares
|
$7,950
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
66
shares
|
$7,287
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
64
shares
|
$7,066
0.0% of portfolio
|
Q4 2023
Added 39.13%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
54
shares
|
$5,962
0.0% of portfolio
|
Q3 2024
New holding
|