Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 777 institutions that hold shares in the stock, with a total of 94.4 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
684
shares
|
$75,397
0.17% of portfolio
|
Q4 2024
Reduced 32.48%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
664
shares
|
$73,192
0.0% of portfolio
|
Q1 2022
Reduced 30.76%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
653
shares
|
$71,980
0.0% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
643
shares
|
$70,877
0.05% of portfolio
|
Q4 2024
Reduced 49.17%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
641
shares
|
$70,657
0.05% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
595
shares
|
$65,586
0.02% of portfolio
|
Q1 2024
Reduced 74.57%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
526
shares
|
$57,980
0.04% of portfolio
|
Q1 2021
Reduced 43.5%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
521
shares
|
$57,429
0.02% of portfolio
|
Q4 2024
Added 249.66%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
517
shares
|
$56,988
0.0% of portfolio
|
Q1 2024
Added 330.83%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
516
shares
|
$56,878
0.0% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
510
shares
|
$56,217
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
496
shares
|
$54,674
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
484
shares
|
$53,351
0.01% of portfolio
|
Q2 2024
Added 1323.53%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
480
shares
|
$52,910
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
470
shares
|
$51,808
0.04% of portfolio
|
Q2 2022
Added 29.83%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
462
shares
|
$50,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
456
shares
|
$50,264
0.02% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
454
shares
|
$50,044
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
437
shares
|
$48,170
0.0% of portfolio
|
Q4 2023
Reduced 99.88%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
433
shares
|
$47,729
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
386
shares
|
$42,548
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
366
shares
|
$40,344
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
354
shares
|
$39,021
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
325
shares
|
$35,824
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
312
shares
|
$34,391
0.0% of portfolio
|
Q4 2023
Added 173.68%
|