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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
125,860
shares
|
$13.9 Million
3.04% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
125,122
shares
|
$13.8 Million
2.07% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
122,841
shares
|
$13.6 Million
1.02% of portfolio
|
Q4 2022
Reduced 1.56%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
122,219
shares
|
$13.5 Million
1.48% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
120,559
shares
|
$13.3 Million
6.38% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
120,132
shares
|
$13.3 Million
5.64% of portfolio
|
Q4 2024
Added 55.23%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
118,030
shares
|
$13 Million
0.0% of portfolio
|
Q3 2024
Reduced 67.22%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
117,546
shares
|
$13 Million
3.44% of portfolio
|
Q4 2024
New holding
|
|
|
Titan Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
116,894
shares
|
$12.9 Million
25.29% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
113,348
shares
|
$12.5 Million
6.73% of portfolio
|
Q4 2024
Reduced 19.87%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
113,201
shares
|
$12.5 Million
3.43% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
111,965
shares
|
$12.4 Million
1.38% of portfolio
|
Q4 2024
Added 329208.81%
|
|
|
Udine Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
107,750
shares
|
$11.9 Million
7.76% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
107,659
shares
|
$11.9 Million
0.15% of portfolio
|
Q3 2024
Reduced 14.86%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
105,906
shares
|
$11.7 Million
0.03% of portfolio
|
Q3 2024
Added 953.58%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
105,392
shares
|
$11.6 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
104,892
shares
|
$11.6 Million
1.2% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
104,817
shares
|
$11.6 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
102,337
shares
|
$11.3 Million
3.66% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
100,200
shares
|
$11.1 Million
0.98% of portfolio
|
Q4 2024
Added 39.51%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
98,043
shares
|
$10.8 Million
2.37% of portfolio
|
Q3 2024
Added 40.03%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
97,505
shares
|
$10.8 Million
0.07% of portfolio
|
Q3 2024
Added 71.64%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Jan 27, 2025 Q4 2024 |
97,330
shares
|
$10.8 Million
8.38% of portfolio
|
Q4 2024
Reduced 13.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
97,308
shares
|
$10.8 Million
0.31% of portfolio
|
Q4 2024
Added 525.05%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
95,577
shares
|
$10.6 Million
9.12% of portfolio
|
Q4 2024
Added 45.85%
|