Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 778 institutions that hold shares in the stock, with a total of 94.5 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
683,441
shares
|
$75.5 Million
0.25% of portfolio
|
Q4 2024
Reduced 18.62%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Jan 23, 2025 Q4 2024 |
656,812
shares
|
$72.5 Million
36.84% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
570,367
shares
|
$63 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
559,842
shares
|
$61.8 Million
9.52% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
551,299
shares
|
$60.9 Million
5.1% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
546,560
shares
|
$60.4 Million
10.84% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
530,662
shares
|
$58.6 Million
16.78% of portfolio
|
Q3 2023
Reduced 38.78%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
530,058
shares
|
$58.5 Million
0.32% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Townsend & Associates, Inc
|
Feb 03, 2025 Q4 2024 |
513,563
shares
|
$56.7 Million
6.16% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
491,275
shares
|
$54.3 Million
3.03% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
484,240
shares
|
$53.5 Million
0.01% of portfolio
|
Q4 2024
Added 310.27%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
480,724
shares
|
$53.1 Million
0.12% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
421,184
shares
|
$46.5 Million
0.45% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
415,611
shares
|
$45.9 Million
0.94% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
395,503
shares
|
$43.7 Million
0.02% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
381,640
shares
|
$42.2 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
371,077
shares
|
$41 Million
0.11% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
370,916
shares
|
$41 Million
6.67% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
369,703
shares
|
$40.8 Million
12.62% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
368,053
shares
|
$40.7 Million
4.71% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
367,847
shares
|
$40.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 80.2%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Feb 14, 2025 Q4 2024 |
355,909
shares
|
$39.3 Million
29.43% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
336,444
shares
|
$37.2 Million
0.13% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
335,103
shares
|
$37 Million
0.72% of portfolio
|
Q4 2024
Reduced 16.99%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
331,880
shares
|
$36.7 Million
0.32% of portfolio
|
Q4 2024
Added 0.79%
|