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 |
|---|---|---|---|---|---|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
27,596
shares
|
$3.04 Million
5.2% of portfolio
|
Q2 2022
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
27,433
shares
|
$3.02 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
27,343
shares
|
$3.01 Million
0.66% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
27,339
shares
|
$3.01 Million
0.38% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
27,317
shares
|
$3.01 Million
0.46% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
27,224
shares
|
$3 Million
0.0% of portfolio
|
Q3 2022
Reduced 4.07%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Feb 10, 2025 Q4 2024 |
27,146
shares
|
$2.99 Million
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
27,138
shares
|
$2.99 Million
3.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
27,119
shares
|
$2.99 Million
0.13% of portfolio
|
Q4 2024
Reduced 44.48%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,848
shares
|
$2.96 Million
0.41% of portfolio
|
Q4 2024
Added 70.86%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
26,792
shares
|
$2.95 Million
1.1% of portfolio
|
Q4 2024
Added 18.67%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
26,730
shares
|
$2.95 Million
0.08% of portfolio
|
Q4 2024
Added 41.23%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
26,618
shares
|
$2.93 Million
1.0% of portfolio
|
Q4 2024
Added 118.29%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
26,533
shares
|
$2.92 Million
0.35% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Rock Creek Group, LP
|
Feb 12, 2025 Q4 2024 |
26,503
shares
|
$2.92 Million
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
26,386
shares
|
$2.91 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.39%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
26,382
shares
|
$2.91 Million
0.03% of portfolio
|
Q4 2024
Reduced 62.38%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
26,353
shares
|
$2.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 28.92%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
25,946
shares
|
$2.86 Million
0.07% of portfolio
|
Q4 2024
Added 16.83%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
25,729
shares
|
$2.84 Million
0.21% of portfolio
|
Q4 2024
Reduced 51.6%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
25,466
shares
|
$2.81 Million
0.87% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
25,254
shares
|
$2.78 Million
0.45% of portfolio
|
Q4 2024
Added 16.69%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
25,075
shares
|
$2.76 Million
0.32% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
24,741
shares
|
$2.73 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
24,637
shares
|
$2.72 Million
0.61% of portfolio
|
Q4 2024
Added 65.56%
|