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 |
|---|---|---|---|---|---|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
39,811
shares
|
$4.4 Million
1.31% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
39,766
shares
|
$4.39 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
39,731
shares
|
$4.39 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.75%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
38,965
shares
|
$4.31 Million
0.02% of portfolio
|
Q3 2024
Added 86.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
38,790
shares
|
$4.29 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
37,574
shares
|
$4.15 Million
0.53% of portfolio
|
Q4 2024
Added 42.69%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
37,329
shares
|
$4.13 Million
0.81% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
37,228
shares
|
$4.11 Million
0.92% of portfolio
|
Q3 2024
Added 42.48%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
37,077
shares
|
$4.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 24.55%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
36,228
shares
|
$4 Million
1.93% of portfolio
|
Q4 2024
Added 289.26%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
35,863
shares
|
$3.96 Million
0.13% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
35,856
shares
|
$3.96 Million
0.25% of portfolio
|
Q3 2022
Added 99.01%
|
|
|
Patton Fund Management, Inc.
|
Jan 22, 2025 Q4 2024 |
35,397
shares
|
$3.91 Million
0.77% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
35,345
shares
|
$3.91 Million
2.6% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
35,314
shares
|
$3.9 Million
0.05% of portfolio
|
Q2 2022
Reduced 18.27%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
35,059
shares
|
$3.87 Million
0.4% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
34,998
shares
|
$3.87 Million
1.41% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
34,897
shares
|
$3.86 Million
0.39% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
34,570
shares
|
$3.82 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
33,698
shares
|
$3.72 Million
3.51% of portfolio
|
Q4 2024
Added 82090.24%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
33,560
shares
|
$3.71 Million
0.64% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
32,980
shares
|
$3.64 Million
0.02% of portfolio
|
Q3 2024
Added 40.09%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
32,775
shares
|
$3.62 Million
0.38% of portfolio
|
Q3 2024
Reduced 18.74%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
32,497
shares
|
$3.59 Million
0.45% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
31,884
shares
|
$3.52 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.26%
|