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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
93,765
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
93,117
shares
|
$10.3 Million
1.95% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
87,734
shares
|
$9.7 Million
1.5% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
86,254
shares
|
$9.53 Million
2.57% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
84,940
shares
|
$9.39 Million
0.81% of portfolio
|
Q3 2024
Reduced 18.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
84,827
shares
|
$9.37 Million
0.11% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
84,503
shares
|
$9.34 Million
3.89% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
84,445
shares
|
$9.33 Million
0.63% of portfolio
|
Q2 2024
Reduced 30.01%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
84,360
shares
|
$9.32 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.6%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
82,778
shares
|
$9.15 Million
0.26% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
82,123
shares
|
$9.08 Million
0.94% of portfolio
|
Q4 2024
Added 80.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
81,049
shares
|
$8.96 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
79,775
shares
|
$8.82 Million
0.94% of portfolio
|
Q1 2024
Reduced 19.93%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
78,283
shares
|
$8.65 Million
0.56% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
76,765
shares
|
$8.48 Million
1.85% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
74,388
shares
|
$8.22 Million
3.85% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
73,317
shares
|
$8.1 Million
0.11% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
72,543
shares
|
$8.02 Million
0.23% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
71,329
shares
|
$7.88 Million
2.02% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
70,121
shares
|
$7.75 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
70,000
shares
|
$7.74 Million
1.34% of portfolio
|
Q3 2024
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
69,401
shares
|
$7.67 Million
0.01% of portfolio
|
Q3 2024
Added 23.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
69,037
shares
|
$7.63 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
68,872
shares
|
$7.61 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
66,901
shares
|
$7.39 Million
0.21% of portfolio
|
Q3 2024
Reduced 17.96%
|