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 |
|---|---|---|---|---|---|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,260
shares
|
$579,809
0.01% of portfolio
|
Q1 2024
Reduced 56.97%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
5,205
shares
|
$573,747
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
5,199
shares
|
$573,085
0.02% of portfolio
|
Q4 2024
Added 38.75%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
5,193
shares
|
$572,424
0.02% of portfolio
|
Q4 2024
Reduced 15.63%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,175
shares
|
$570,440
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Sicart Associates LLC
|
Jan 14, 2025 Q4 2024 |
5,150
shares
|
$567,684
0.21% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Feb 12, 2025 Q4 2024 |
5,125
shares
|
$564,928
0.15% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
5,053
shares
|
$556,992
0.02% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
5,039
shares
|
$555,448
0.03% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,015
shares
|
$552,803
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
5,005
shares
|
$551,701
0.03% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$551,150
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,967
shares
|
$547,512
0.04% of portfolio
|
Q4 2024
Added 463.15%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,854
shares
|
$535,056
0.01% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,737
shares
|
$522,159
0.37% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
4,694
shares
|
$517,419
0.2% of portfolio
|
Q4 2024
Reduced 10.59%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
4,658
shares
|
$513,451
0.02% of portfolio
|
Q4 2024
Reduced 16.09%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
4,646
shares
|
$512,128
0.05% of portfolio
|
Q2 2021
Added 12.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
4,628
shares
|
$510,144
0.0% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
4,593
shares
|
$506,286
0.06% of portfolio
|
Q4 2024
Reduced 51.84%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
4,555
shares
|
$502,097
0.09% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
4,537
shares
|
$500,113
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
4,526
shares
|
$498,900
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ted Buchan & CO
San Diego, CA |
Feb 12, 2025 Q4 2024 |
4,463
shares
|
$491,956
0.23% of portfolio
|
Q3 2024
Reduced 22.11%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
4,432
shares
|
$488,539
0.15% of portfolio
|
Q3 2024
Reduced 1.01%
|