Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 732 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 |
|---|---|---|---|---|---|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
3,431
shares
|
$379,159
0.21% of portfolio
|
Q3 2024
Added 30.31%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,425
shares
|
$378,496
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
3,419
shares
|
$377,833
0.27% of portfolio
|
Q3 2024
Added 54.5%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,404
shares
|
$376,176
0.08% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,347
shares
|
$369,876
0.0% of portfolio
|
Q3 2024
Reduced 20.97%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
3,345
shares
|
$369,655
0.14% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
3,320
shares
|
$366,893
0.07% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
3,313
shares
|
$366,119
0.16% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
3,291
shares
|
$363,688
0.09% of portfolio
|
Q3 2023
Reduced 30.5%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
3,284
shares
|
$362,914
0.27% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
3,279
shares
|
$362,362
0.0% of portfolio
|
Q3 2024
Reduced 26.25%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,275
shares
|
$361,920
0.02% of portfolio
|
Q3 2024
Reduced 12.6%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
3,258
shares
|
$360,041
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
3,248
shares
|
$358,936
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,211
shares
|
$354,847
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
3,200
shares
|
$353,632
0.1% of portfolio
|
Q4 2024
Reduced 92.22%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,183
shares
|
$351,753
0.02% of portfolio
|
Q3 2024
Added 44.88%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
3,170
shares
|
$350,316
0.05% of portfolio
|
Q4 2024
Added 26.75%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
3,163
shares
|
$349,543
0.01% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,143
shares
|
$347,332
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,029
shares
|
$334,734
0.03% of portfolio
|
Q4 2022
Reduced 6.08%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,975
shares
|
$328,767
0.1% of portfolio
|
Q4 2021
Reduced 4.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,963
shares
|
$327,441
0.01% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jan 27, 2025 Q4 2024 |
2,955
shares
|
$326,557
0.21% of portfolio
|
Q2 2024
Reduced 15.81%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,948
shares
|
$325,783
0.26% of portfolio
|
Q2 2022
New holding
|