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 |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
2,908
shares
|
$320,548
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
2,900
shares
|
$319,667
0.05% of portfolio
|
Q4 2024
Reduced 38.43%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
2,873
shares
|
$316,690
0.03% of portfolio
|
Q4 2024
Reduced 24.24%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
2,848
shares
|
$313,935
0.12% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
2,848
shares
|
$313,935
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
2,839
shares
|
$312,942
0.02% of portfolio
|
Q4 2024
Reduced 13.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
2,823
shares
|
$311,179
0.02% of portfolio
|
Q4 2024
Reduced 49.38%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,821
shares
|
$310,958
0.24% of portfolio
|
Q4 2024
Reduced 49.56%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
2,804
shares
|
$309,084
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,800
shares
|
$308,644
0.03% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
2,788
shares
|
$307,321
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,779
shares
|
$306,329
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
2,774
shares
|
$305,778
0.02% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
2,742
shares
|
$302,250
0.24% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
2,732
shares
|
$301,148
0.03% of portfolio
|
Q4 2024
Reduced 53.43%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
2,728
shares
|
$300,707
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
|
$300,376
0.1% of portfolio
|
Q2 2023
Reduced 39.91%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
2,700
shares
|
$297,621
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
2,697
shares
|
$297,290
0.06% of portfolio
|
Q4 2024
Reduced 74.5%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,692
shares
|
$296,739
0.05% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
2,646
shares
|
$291,668
0.02% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
2,638
shares
|
$290,786
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,637
shares
|
$290,676
0.03% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
2,586
shares
|
$285,054
0.01% of portfolio
|
Q4 2024
Reduced 26.03%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
2,585
shares
|
$284,944
0.01% of portfolio
|
Q4 2024
Reduced 34.64%
|