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 |
|---|---|---|---|---|---|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
90
shares
|
$9,945
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
85
shares
|
$9,393
0.0% of portfolio
|
Q1 2024
Added 102.38%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
75
shares
|
$8,288
0.0% of portfolio
|
Q2 2024
Reduced 85.8%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
72
shares
|
$7,956
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
69
shares
|
$7,625
0.0% of portfolio
|
Q4 2024
Reduced 55.19%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
66
shares
|
$7,293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
64
shares
|
$7,072
0.0% of portfolio
|
Q4 2023
Added 39.13%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
64
shares
|
$7,072
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
54
shares
|
$5,967
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
53
shares
|
$5,857
0.0% of portfolio
|
Q3 2024
Reduced 69.54%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
47
shares
|
$5,193
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
41
shares
|
$4,530
0.01% of portfolio
|
Q3 2024
Reduced 94.29%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
41
shares
|
$4,530
0.0% of portfolio
|
Q2 2022
Reduced 99.9%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
38
shares
|
$4,199
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
35
shares
|
$3,867
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
29
shares
|
$3,204
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
27
shares
|
$2,983
0.0% of portfolio
|
Q3 2024
Reduced 95.57%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
23
shares
|
$2,541
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
16
shares
|
$1,768
0.0% of portfolio
|
Q2 2023
Reduced 95.63%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
15
shares
|
$1,657
0.0% of portfolio
|
Q3 2024
Reduced 96.45%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
11
shares
|
$1,215
0.0% of portfolio
|
Q3 2024
Reduced 94.53%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
11
shares
|
$1,215
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
11
shares
|
$1,215
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
11
shares
|
$1,215
0.0% of portfolio
|
Q3 2024
Reduced 98.16%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
10
shares
|
$1,105
0.0% of portfolio
|
Q1 2024
New holding
|