Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 710 institutions that hold shares in the stock, with a total of 94.4 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 |
---|---|---|---|---|---|
Gateway Advisory, LLC
Westfield, NJ |
May 15, 2024 Q1 2024 |
558,717
shares
|
$61.7 Million
12.01% of portfolio
|
Q1 2024
Reduced 8.66%
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 10, 2024 Q1 2024 |
554,715
shares
|
$61.3 Million
11.1% of portfolio
|
Q1 2024
Reduced 6.36%
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
May 08, 2024 Q1 2024 |
547,862
shares
|
$60.5 Million
3.57% of portfolio
|
Q1 2024
Added 48.08%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
536,561
shares
|
$59.3 Million
1.65% of portfolio
|
Q1 2024
Reduced 8.22%
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
530,662
shares
|
$58.6 Million
16.78% of portfolio
|
Q3 2023
Reduced 38.78%
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
522,698
shares
|
$57.8 Million
0.2% of portfolio
|
Q1 2024
Added 237.13%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
494,505
shares
|
$54.6 Million
0.06% of portfolio
|
Q1 2024
Reduced 5.27%
|
|
True Link Financial Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
493,292
shares
|
$54.5 Million
5.23% of portfolio
|
Q1 2024
Added 11.14%
|
|
Townsend & Associates, Inc
|
Apr 24, 2024 Q1 2024 |
467,090
shares
|
$51.6 Million
5.85% of portfolio
|
Q1 2024
Added 2.47%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
464,267
shares
|
$51.3 Million
0.12% of portfolio
|
Q1 2024
Added 1582.55%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
459,741
shares
|
$50.8 Million
0.05% of portfolio
|
Q1 2024
Reduced 13.87%
|
|
Anchor Capital Advisors LLC
|
May 07, 2024 Q1 2024 |
449,642
shares
|
$49.7 Million
1.33% of portfolio
|
Q1 2024
Reduced 61.08%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
434,512
shares
|
$48 Million
1.09% of portfolio
|
Q1 2024
Reduced 14.21%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
428,129
shares
|
$47.3 Million
0.13% of portfolio
|
Q1 2024
Reduced 20.92%
|
|
Family Management Corp
New York, NY |
May 15, 2024 Q1 2024 |
410,107
shares
|
$45.3 Million
8.66% of portfolio
|
Q1 2024
Reduced 12.92%
|
|
Acorns Advisers, LLC
Irvine, CA |
May 14, 2024 Q1 2024 |
389,117
shares
|
$43 Million
0.48% of portfolio
|
Q1 2024
Added 0.87%
|
|
Old National Bancorp
|
Apr 15, 2024 Q1 2024 |
382,268
shares
|
$42.2 Million
1.01% of portfolio
|
Q1 2024
Added 33.89%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
378,416
shares
|
$41.8 Million
0.17% of portfolio
|
Q1 2024
Added 16.57%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
376,896
shares
|
$41.6 Million
0.12% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 13, 2024 Q1 2024 |
366,947
shares
|
$40.5 Million
22.78% of portfolio
|
Q1 2024
Reduced 3.97%
|
|
Trust CO
|
Apr 11, 2024 Q1 2024 |
365,706
shares
|
$40.4 Million
5.31% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
Allred Capital Management, LLC
Dallas, TX |
Apr 16, 2024 Q1 2024 |
351,762
shares
|
$38.9 Million
15.3% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
Banco Santander, S.A.
|
May 10, 2024 Q1 2024 |
341,869
shares
|
$37.8 Million
0.46% of portfolio
|
Q1 2024
Added 15.8%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
340,412
shares
|
$37.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 66.87%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
326,666
shares
|
$36.1 Million
0.02% of portfolio
|
Q1 2024
Added 49.69%
|