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 |
---|---|---|---|---|---|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2024 Q2 2024 |
20,449
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
Good Life Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
20,394
shares
|
$2.26 Million
0.19% of portfolio
|
Q2 2024
Added 2.09%
|
|
Oak Family Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
20,368
shares
|
$2.25 Million
0.79% of portfolio
|
Q2 2024
Reduced 13.96%
|
|
Montecito Bank & Trust
|
Jul 17, 2024 Q2 2024 |
20,120
shares
|
$2.23 Million
0.45% of portfolio
|
Q2 2024
Added 7.11%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
20,000
shares
|
$2.21 Million
0.14% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
Principal Financial Group Inc
Des Moines, IA |
Jul 29, 2024 Q2 2024 |
19,440
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2024
Added 78.92%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
19,362
shares
|
$2.14 Million
0.09% of portfolio
|
Q2 2024
Reduced 22.97%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
19,307
shares
|
$2.14 Million
0.09% of portfolio
|
Q2 2024
Added 71.02%
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
19,233
shares
|
$2.13 Million
0.17% of portfolio
|
Q2 2024
Added 1.58%
|
|
Abacus Planning Group, Inc.
|
Jul 30, 2024 Q2 2024 |
19,223
shares
|
$2.13 Million
0.42% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
19,168
shares
|
$2.12 Million
0.22% of portfolio
|
Q2 2024
Reduced 12.14%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
18,917
shares
|
$2.09 Million
0.38% of portfolio
|
Q2 2024
Added 22.07%
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
18,867
shares
|
$2.09 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
Aspiriant, LLC
|
Jul 15, 2024 Q2 2024 |
18,835
shares
|
$2.08 Million
0.08% of portfolio
|
Q4 2023
Reduced 7.66%
|
|
Ria Advisory Group LLC
Ames, IA |
May 03, 2024 Q1 2024 |
18,341
shares
|
$2.03 Million
0.82% of portfolio
|
Q1 2024
New holding
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,246
shares
|
$2.02 Million
0.16% of portfolio
|
Q4 2023
Added 1.65%
|
|
Inspirion Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
18,190
shares
|
$2.01 Million
0.31% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
Pacifica Partners Inc.
|
Jul 11, 2024 Q2 2024 |
17,932
shares
|
$1.98 Million
0.88% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
17,927
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2024
Added 13.91%
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 30, 2024 Q2 2024 |
17,500
shares
|
$1.94 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
17,218
shares
|
$1.9 Million
0.04% of portfolio
|
Q2 2024
Reduced 29.07%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
17,017
shares
|
$1.88 Million
0.23% of portfolio
|
Q2 2024
Added 0.97%
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
16,925
shares
|
$1.87 Million
0.18% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
16,369
shares
|
$1.81 Million
0.06% of portfolio
|
Q2 2024
Added 36.42%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
16,258
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2024
Added 577.13%
|