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 |
|---|---|---|---|---|---|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,580
shares
|
$945,430
0.02% of portfolio
|
Q4 2022
Reduced 10.91%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
8,531
shares
|
$940,030
0.12% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
8,464
shares
|
$932,648
0.19% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
8,452
shares
|
$931,325
0.06% of portfolio
|
Q4 2024
Reduced 34.71%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
8,451
shares
|
$931,215
0.12% of portfolio
|
Q4 2024
Added 49.55%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
8,437
shares
|
$929,673
0.01% of portfolio
|
Q4 2024
Reduced 72.26%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
8,259
shares
|
$910,059
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
8,083
shares
|
$890,665
0.38% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
8,017
shares
|
$883,393
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
8,012
shares
|
$882,842
0.33% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
7,998
shares
|
$881,299
0.0% of portfolio
|
Q3 2024
Reduced 35.13%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
7,986
shares
|
$879,977
0.07% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
7,955
shares
|
$876,561
0.23% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
7,874
shares
|
$867,636
0.28% of portfolio
|
Q2 2024
Added 90.52%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
7,853
shares
|
$865,322
0.67% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 12, 2024 Q3 2024 |
7,809
shares
|
$860,473
1.15% of portfolio
|
Q3 2024
Reduced 29.41%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
7,798
shares
|
$859,261
0.28% of portfolio
|
Q4 2024
Added 105.48%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,673
shares
|
$845,487
0.01% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
7,658
shares
|
$843,835
0.03% of portfolio
|
Q4 2024
Reduced 15.89%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
7,627
shares
|
$840,419
0.56% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
7,620
shares
|
$839,647
0.09% of portfolio
|
Q4 2024
Reduced 48.76%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
7,616
shares
|
$839,207
0.04% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
7,594
shares
|
$836,782
0.09% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
7,489
shares
|
$825,212
0.6% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
7,462
shares
|
$822,237
0.58% of portfolio
|
Q3 2024
Added 13.7%
|