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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,175
shares
|
$570,595
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
5,158
shares
|
$568,721
0.14% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
5,116
shares
|
$564,090
0.2% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
5,098
shares
|
$562,105
0.02% of portfolio
|
Q2 2024
Reduced 17.32%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
5,094
shares
|
$561,664
0.06% of portfolio
|
Q3 2024
Added 521.98%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
5,043
shares
|
$556,041
0.16% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$551,300
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
4,993
shares
|
$550,528
0.03% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
4,990
shares
|
$550,197
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,953
shares
|
$546,117
0.01% of portfolio
|
Q3 2024
Reduced 32.51%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
4,929
shares
|
$543,471
0.03% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
4,877
shares
|
$537,738
0.21% of portfolio
|
Q3 2024
Reduced 21.02%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,771
shares
|
$526,050
0.0% of portfolio
|
Q3 2024
Reduced 36.01%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,737
shares
|
$522,301
0.37% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
4,710
shares
|
$519,324
0.09% of portfolio
|
Q3 2024
Reduced 98.13%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
4,690
shares
|
$517,119
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
4,646
shares
|
$512,267
0.05% of portfolio
|
Q2 2021
Added 12.06%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,585
shares
|
$505,542
0.02% of portfolio
|
Q3 2024
Reduced 60.67%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,555
shares
|
$502,234
0.14% of portfolio
|
Q3 2024
Reduced 37.12%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
4,490
shares
|
$495,067
0.12% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
4,463
shares
|
$492,090
0.23% of portfolio
|
Q3 2024
Reduced 22.11%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,458
shares
|
$491,539
0.03% of portfolio
|
Q3 2024
Added 91.49%
|
|
|
River & Mercantile LLC
Waltham, MA |
Nov 06, 2024 Q3 2024 |
4,432
shares
|
$488,672
0.15% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,405
shares
|
$485,695
0.23% of portfolio
|
Q4 2023
Reduced 41.64%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
4,404
shares
|
$485,585
0.6% of portfolio
|
Q3 2024
Reduced 8.02%
|