Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 713 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sierra Capital LLC
|
Jul 25, 2024 Q2 2024 |
31,651
shares
|
$3.5 Million
0.47% of portfolio
|
Q2 2024
Added 5.7%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
31,465
shares
|
$3.48 Million
0.57% of portfolio
|
Q2 2024
Reduced 55.43%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
31,332
shares
|
$3.47 Million
0.45% of portfolio
|
Q2 2024
Added 7.54%
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
30,856
shares
|
$3.41 Million
1.04% of portfolio
|
Q1 2023
Reduced 7.28%
|
|
Balentine LLC
Atlanta, GA |
Aug 07, 2024 Q2 2024 |
29,666
shares
|
$3.28 Million
0.15% of portfolio
|
Q1 2024
Reduced 47.91%
|
|
Ironwood Investment Management LLC
Boston, MA |
Aug 16, 2024 Q2 2024 |
29,400
shares
|
$3.25 Million
1.81% of portfolio
|
Q2 2024
Added 2.18%
|
|
New Capital Management LP
|
Jul 11, 2024 Q2 2024 |
29,335
shares
|
$3.25 Million
1.08% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
American Investment Services, Inc.
|
Aug 14, 2024 Q2 2024 |
29,114
shares
|
$3.22 Million
0.58% of portfolio
|
Q2 2024
New holding
|
|
Pinnacle Financial Partners Inc
|
Aug 06, 2024 Q2 2024 |
28,958
shares
|
$3.2 Million
0.07% of portfolio
|
Q1 2024
Added 19.78%
|
|
Fountainhead Am, LLC
Warren, NJ |
Jul 26, 2024 Q2 2024 |
28,741
shares
|
$3.18 Million
0.79% of portfolio
|
Q2 2024
Reduced 5.12%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
28,420
shares
|
$3.14 Million
1.85% of portfolio
|
Q4 2023
Reduced 27.54%
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
27,596
shares
|
$3.05 Million
5.2% of portfolio
|
Q2 2022
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
27,502
shares
|
$3.04 Million
0.02% of portfolio
|
Q2 2024
Added 16.84%
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
27,224
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2022
Reduced 4.07%
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
26,533
shares
|
$2.94 Million
0.44% of portfolio
|
Q2 2024
Added 22.22%
|
|
Rock Creek Group, LP
|
Aug 13, 2024 Q2 2024 |
26,503
shares
|
$2.93 Million
0.29% of portfolio
|
Q2 2024
New holding
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
26,210
shares
|
$2.9 Million
0.03% of portfolio
|
Q2 2024
Added 13.91%
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Aug 02, 2024 Q2 2024 |
26,129
shares
|
$2.89 Million
0.65% of portfolio
|
Q2 2024
Reduced 23.42%
|
|
Flc Capital Advisors
|
Jul 15, 2024 Q2 2024 |
25,690
shares
|
$2.84 Million
0.7% of portfolio
|
Q2 2024
Reduced 42.12%
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
25,475
shares
|
$2.82 Million
0.48% of portfolio
|
Q1 2024
Reduced 73.71%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jul 30, 2024 Q2 2024 |
25,437
shares
|
$2.81 Million
0.56% of portfolio
|
Q2 2024
Reduced 12.02%
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 13, 2024 Q2 2024 |
25,385
shares
|
$2.81 Million
1.92% of portfolio
|
Q2 2024
Reduced 4.22%
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
25,367
shares
|
$2.81 Million
0.65% of portfolio
|
Q2 2024
Added 19.14%
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
25,329
shares
|
$2.8 Million
0.37% of portfolio
|
Q2 2024
Added 62.49%
|
|
Eagle Global Advisors LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
25,244
shares
|
$2.79 Million
0.15% of portfolio
|
Q2 2024
Added 19.0%
|