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 |
|---|---|---|---|---|---|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,536
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2024
Reduced 61.26%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
9,390
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 51.7%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,382
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2023
Added 264.77%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
9,307
shares
|
$1.03 Million
0.53% of portfolio
|
Q3 2024
Added 29.68%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
9,290
shares
|
$1.02 Million
0.27% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
9,211
shares
|
$1.02 Million
0.28% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
9,164
shares
|
$1.01 Million
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
9,120
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
9,105
shares
|
$1 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
9,081
shares
|
$1 Million
0.08% of portfolio
|
Q2 2024
Reduced 5.75%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
9,061
shares
|
$999,065
2.14% of portfolio
|
Q3 2024
Added 99.85%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
8,950
shares
|
$986,827
0.52% of portfolio
|
Q3 2024
Added 90.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
8,947
shares
|
$986,496
0.01% of portfolio
|
Q3 2024
Added 114.87%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
8,905
shares
|
$981,865
0.18% of portfolio
|
Q3 2024
Added 44.09%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,851
shares
|
$975,911
0.79% of portfolio
|
Q1 2023
Reduced 1.88%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
8,818
shares
|
$972,272
0.07% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
8,811
shares
|
$971,500
0.33% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
8,802
shares
|
$970,508
0.45% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
8,785
shares
|
$968,634
0.1% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
8,752
shares
|
$964,995
0.02% of portfolio
|
Q3 2024
Added 55.26%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,580
shares
|
$946,030
0.02% of portfolio
|
Q4 2022
Reduced 10.91%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
8,554
shares
|
$943,164
0.77% of portfolio
|
Q3 2024
Reduced 14.44%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
8,464
shares
|
$933,240
0.19% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
8,421
shares
|
$928,499
0.12% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
8,259
shares
|
$910,637
0.21% of portfolio
|
Q2 2023
New holding
|