Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 733 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 |
|---|---|---|---|---|---|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
310,675
shares
|
$34.3 Million
10.5% of portfolio
|
Q4 2024
Added 164.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
310,465
shares
|
$34.3 Million
1.01% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Client First Capital LLC
|
Jan 14, 2025 Q4 2024 |
303,373
shares
|
$33.5 Million
17.24% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
298,469
shares
|
$33 Million
7.61% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
298,283
shares
|
$33 Million
1.83% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
282,074
shares
|
$31.2 Million
0.49% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
262,678
shares
|
$29 Million
20.04% of portfolio
|
Q4 2024
Added 442.75%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
262,285
shares
|
$29 Million
4.79% of portfolio
|
Q4 2024
Added 42.73%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
261,228
shares
|
$28.9 Million
0.04% of portfolio
|
Q3 2024
Added 267.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
255,453
shares
|
$28.2 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
243,565
shares
|
$26.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
241,427
shares
|
$26.7 Million
5.84% of portfolio
|
Q4 2024
Added 46.32%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
241,391
shares
|
$26.7 Million
1.15% of portfolio
|
Q4 2024
Reduced 18.54%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
236,177
shares
|
$26.1 Million
10.47% of portfolio
|
Q3 2024
Reduced 30.58%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
227,213
shares
|
$25.1 Million
0.3% of portfolio
|
Q3 2024
Reduced 32.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
224,539
shares
|
$24.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 32.04%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
221,620
shares
|
$24.5 Million
5.67% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
221,437
shares
|
$24.5 Million
3.45% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
210,030
shares
|
$23.2 Million
0.98% of portfolio
|
Q2 2020
Added 47.44%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
209,279
shares
|
$23.1 Million
16.26% of portfolio
|
Q2 2023
Added 4.06%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
205,823
shares
|
$22.7 Million
4.09% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
203,430
shares
|
$22.5 Million
14.73% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
199,858
shares
|
$22.1 Million
4.51% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
197,028
shares
|
$21.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
186,081
shares
|
$20.6 Million
1.24% of portfolio
|
Q4 2024
Added 0.01%
|