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 |
|---|---|---|---|---|---|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
3,170
shares
|
$349,302
0.05% of portfolio
|
Q4 2024
Added 26.75%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
3,163
shares
|
$348,530
0.01% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,143
shares
|
$346,327
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,029
shares
|
$333,765
0.03% of portfolio
|
Q4 2022
Reduced 6.08%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,975
shares
|
$327,815
0.1% of portfolio
|
Q4 2021
Reduced 4.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,963
shares
|
$326,492
0.01% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
2,962
shares
|
$326,382
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jan 27, 2025 Q4 2024 |
2,955
shares
|
$325,611
0.21% of portfolio
|
Q2 2024
Reduced 15.81%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,948
shares
|
$324,840
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
2,908
shares
|
$320,432
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
2,900
shares
|
$319,551
0.05% of portfolio
|
Q4 2024
Reduced 38.43%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
2,873
shares
|
$316,575
0.03% of portfolio
|
Q4 2024
Reduced 24.24%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
2,839
shares
|
$312,829
0.02% of portfolio
|
Q4 2024
Reduced 13.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
2,823
shares
|
$311,066
0.02% of portfolio
|
Q4 2024
Reduced 49.38%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,821
shares
|
$310,845
0.24% of portfolio
|
Q4 2024
Reduced 49.56%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,802
shares
|
$308,752
0.0% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,800
shares
|
$308,532
0.03% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
2,788
shares
|
$307,209
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,781
shares
|
$306,438
0.02% of portfolio
|
Q3 2024
Added 34.61%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,779
shares
|
$306,218
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
2,742
shares
|
$302,140
0.24% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
2,728
shares
|
$300,598
0.14% of portfolio
|
Q4 2024
Reduced 30.99%
|
|
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
Nov 14, 2023 Q3 2023 |
2,725
shares
|
$300,267
0.1% of portfolio
|
Q2 2023
Reduced 39.91%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
2,700
shares
|
$297,513
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
2,697
shares
|
$297,182
0.06% of portfolio
|
Q4 2024
Reduced 74.5%
|