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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
67,734
shares
|
$7.48 Million
0.08% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
66,901
shares
|
$7.39 Million
0.21% of portfolio
|
Q3 2024
Reduced 17.96%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
66,597
shares
|
$7.35 Million
1.74% of portfolio
|
Q3 2024
Reduced 24.41%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
65,858
shares
|
$7.27 Million
3.48% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
65,734
shares
|
$7.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
64,613
shares
|
$7.13 Million
0.37% of portfolio
|
Q4 2024
Added 30.95%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Nov 07, 2024 Q3 2024 |
62,621
shares
|
$6.91 Million
2.83% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
62,619
shares
|
$6.91 Million
3.03% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
62,599
shares
|
$6.91 Million
0.17% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
60,111
shares
|
$6.64 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
59,850
shares
|
$6.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
58,814
shares
|
$6.49 Million
6.11% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
57,813
shares
|
$6.38 Million
0.42% of portfolio
|
Q4 2023
Added 102.4%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
56,994
shares
|
$6.29 Million
0.04% of portfolio
|
Q4 2024
Added 183.62%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
56,336
shares
|
$6.22 Million
2.85% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
56,126
shares
|
$6.2 Million
0.27% of portfolio
|
Q4 2024
Added 39.03%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
56,084
shares
|
$6.19 Million
2.53% of portfolio
|
Q3 2024
Reduced 38.16%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
54,894
shares
|
$6.06 Million
0.71% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
54,036
shares
|
$5.97 Million
0.18% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
53,204
shares
|
$5.87 Million
0.09% of portfolio
|
Q3 2024
Reduced 37.11%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
53,162
shares
|
$5.87 Million
0.37% of portfolio
|
Q3 2024
Added 160.67%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
52,649
shares
|
$5.81 Million
0.02% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
51,900
shares
|
$5.73 Million
1.08% of portfolio
|
Q1 2024
Added 317.47%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
51,817
shares
|
$5.72 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
49,047
shares
|
$5.42 Million
0.18% of portfolio
|
Q4 2024
New holding
|