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 |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
50,369
shares
|
$5.57 Million
0.38% of portfolio
|
Q4 2024
Added 29.72%
|
|
|
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
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
48,842
shares
|
$5.4 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
48,758
shares
|
$5.39 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
48,397
shares
|
$5.35 Million
9.84% of portfolio
|
Q3 2022
Added 0.75%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
47,643
shares
|
$5.27 Million
0.32% of portfolio
|
Q2 2022
Reduced 1.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
47,363
shares
|
$5.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
46,052
shares
|
$5.09 Million
3.3% of portfolio
|
Q3 2022
Reduced 1.22%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
45,332
shares
|
$5.01 Million
3.94% of portfolio
|
Q3 2024
Added 29.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
44,790
shares
|
$4.95 Million
0.0% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
44,773
shares
|
$4.95 Million
1.61% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
44,473
shares
|
$4.91 Million
0.05% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
44,458
shares
|
$4.91 Million
3.96% of portfolio
|
Q4 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
44,247
shares
|
$4.89 Million
0.13% of portfolio
|
Q3 2024
Reduced 40.2%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
44,244
shares
|
$4.89 Million
1.66% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
44,094
shares
|
$4.87 Million
0.55% of portfolio
|
Q4 2024
Added 119.24%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
43,708
shares
|
$4.83 Million
1.16% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
43,692
shares
|
$4.83 Million
3.17% of portfolio
|
Q3 2024
Reduced 63.13%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
43,590
shares
|
$4.82 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
43,304
shares
|
$4.79 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
42,727
shares
|
$4.72 Million
2.58% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
42,098
shares
|
$4.65 Million
0.91% of portfolio
|
Q3 2024
Reduced 27.76%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
40,591
shares
|
$4.49 Million
0.4% of portfolio
|
Q3 2024
Added 16.2%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
40,406
shares
|
$4.47 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
40,120
shares
|
$4.43 Million
1.7% of portfolio
|
Q4 2024
Added 5.17%
|