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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,093
shares
|
$120,787
0.0% of portfolio
|
Q2 2024
Reduced 48.85%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,068
shares
|
$118,024
0.02% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
1,013
shares
|
$111,946
0.28% of portfolio
|
Q3 2024
Reduced 25.24%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,000
shares
|
$110,510
0.01% of portfolio
|
Q1 2023
Reduced 23.08%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
887
shares
|
$98,022
0.0% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
879
shares
|
$97,138
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
846
shares
|
$93,491
0.01% of portfolio
|
Q2 2021
Reduced 16.16%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
805
shares
|
$88,960
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
768
shares
|
$84,871
0.0% of portfolio
|
Q3 2024
Added 13.78%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
763
shares
|
$84,319
0.05% of portfolio
|
Q2 2024
Reduced 92.88%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
752
shares
|
$83,103
0.02% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
750
shares
|
$82,882
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
664
shares
|
$73,378
0.0% of portfolio
|
Q1 2022
Reduced 30.76%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
660
shares
|
$72,936
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
653
shares
|
$72,163
0.01% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
643
shares
|
$71,057
0.05% of portfolio
|
Q4 2024
Reduced 49.17%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
631
shares
|
$69,731
0.05% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
595
shares
|
$65,753
0.02% of portfolio
|
Q1 2024
Reduced 74.57%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
595
shares
|
$65,753
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
526
shares
|
$58,128
0.04% of portfolio
|
Q1 2021
Reduced 43.5%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
517
shares
|
$57,133
0.0% of portfolio
|
Q1 2024
Added 330.83%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
516
shares
|
$57,023
0.0% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
484
shares
|
$53,486
0.01% of portfolio
|
Q2 2024
Added 1323.53%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
480
shares
|
$53,044
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
470
shares
|
$51,939
0.04% of portfolio
|
Q2 2022
Added 29.83%
|