Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 725 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 $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
13,599
shares
|
$1.5 Million
0.31% of portfolio
|
Q3 2024
Reduced 33.5%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
13,560
shares
|
$1.5 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
13,548
shares
|
$1.49 Million
0.71% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 21, 2024 Q3 2024 |
13,539
shares
|
$1.49 Million
1.71% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
13,259
shares
|
$1.46 Million
0.92% of portfolio
|
Q3 2024
Added 17.74%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
13,005
shares
|
$1.43 Million
0.13% of portfolio
|
Q3 2024
Reduced 32.15%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
12,984
shares
|
$1.43 Million
0.6% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,946
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
12,887
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 45.36%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
12,869
shares
|
$1.42 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
12,817
shares
|
$1.41 Million
0.5% of portfolio
|
Q3 2024
Reduced 30.12%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
12,807
shares
|
$1.41 Million
1.16% of portfolio
|
Q3 2024
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
12,652
shares
|
$1.4 Million
0.79% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
12,408
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
12,350
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2024
Added 32.31%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
12,194
shares
|
$1.34 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
12,175
shares
|
$1.34 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
12,078
shares
|
$1.33 Million
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
12,008
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2024
Added 45.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
11,751
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Added 56.81%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
11,736
shares
|
$1.29 Million
0.41% of portfolio
|
Q3 2024
Reduced 14.25%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
11,614
shares
|
$1.28 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
11,573
shares
|
$1.28 Million
0.13% of portfolio
|
Q2 2024
Reduced 15.95%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
11,503
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
11,405
shares
|
$1.26 Million
0.15% of portfolio
|
Q3 2024
Reduced 47.94%
|