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 |
|---|---|---|---|---|---|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
182,724
shares
|
$20.1 Million
3.28% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
182,146
shares
|
$20.1 Million
0.0% of portfolio
|
Q3 2024
Added 2236.4%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
181,967
shares
|
$20.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.36%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
180,611
shares
|
$19.9 Million
4.19% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
172,631
shares
|
$19 Million
0.05% of portfolio
|
Q4 2024
Reduced 52.18%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
171,280
shares
|
$18.9 Million
0.01% of portfolio
|
Q3 2024
Added 96.8%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
170,643
shares
|
$18.8 Million
1.11% of portfolio
|
Q3 2024
Added 17.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
170,448
shares
|
$18.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 62.88%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
170,000
shares
|
$18.7 Million
6.18% of portfolio
|
Q4 2024
Added 112.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
169,840
shares
|
$18.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 33.51%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
166,649
shares
|
$18.4 Million
0.63% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
165,614
shares
|
$18.2 Million
6.98% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
164,658
shares
|
$18.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
162,300
shares
|
$17.9 Million
7.08% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
162,105
shares
|
$17.9 Million
0.89% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
161,733
shares
|
$17.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
146,901
shares
|
$16.2 Million
0.18% of portfolio
|
Q2 2024
Added 11.24%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
146,266
shares
|
$16.1 Million
9.96% of portfolio
|
Q4 2024
Reduced 22.48%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
144,586
shares
|
$15.9 Million
2.42% of portfolio
|
Q4 2024
Added 62.64%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
141,606
shares
|
$15.6 Million
0.06% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
139,903
shares
|
$15.4 Million
9.98% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
136,911
shares
|
$15.1 Million
1.26% of portfolio
|
Q3 2023
Reduced 60.33%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
136,805
shares
|
$15.1 Million
1.6% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Feb 04, 2025 Q4 2024 |
130,720
shares
|
$14.4 Million
8.31% of portfolio
|
Q4 2024
Added 311.43%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
128,358
shares
|
$14.1 Million
0.72% of portfolio
|
Q3 2024
New holding
|