Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 745 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 |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
18,322
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,246
shares
|
$2.01 Million
0.16% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
18,190
shares
|
$2 Million
0.28% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
17,723
shares
|
$1.95 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
17,540
shares
|
$1.93 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
17,361
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.42%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
17,348
shares
|
$1.91 Million
0.37% of portfolio
|
Q3 2024
Added 40.94%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
17,233
shares
|
$1.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
17,192
shares
|
$1.89 Million
1.17% of portfolio
|
Q4 2024
Added 29.66%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
17,050
shares
|
$1.88 Million
0.08% of portfolio
|
Q4 2024
Reduced 64.01%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
17,023
shares
|
$1.88 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
16,819
shares
|
$1.85 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
16,564
shares
|
$1.83 Million
0.05% of portfolio
|
Q4 2024
Reduced 24.25%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
16,266
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
16,225
shares
|
$1.79 Million
0.06% of portfolio
|
Q4 2024
Reduced 16.28%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
15,937
shares
|
$1.76 Million
0.76% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
15,858
shares
|
$1.75 Million
0.09% of portfolio
|
Q4 2024
Reduced 47.7%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
15,846
shares
|
$1.75 Million
0.39% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
15,803
shares
|
$1.74 Million
0.38% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
15,755
shares
|
$1.74 Million
0.46% of portfolio
|
Q4 2024
Added 15.21%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,713
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2024
Added 17.2%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
15,529
shares
|
$1.71 Million
0.73% of portfolio
|
Q4 2024
Added 14.62%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
15,212
shares
|
$1.68 Million
0.37% of portfolio
|
Q3 2024
Added 20.4%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
15,202
shares
|
$1.68 Million
0.79% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
15,015
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
New holding
|