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 |
|---|---|---|---|---|---|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
4,376
shares
|
$481,972
0.11% of portfolio
|
Q3 2024
Added 63.83%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
4,356
shares
|
$479,769
0.11% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
4,304
shares
|
$474,042
0.3% of portfolio
|
Q3 2024
Reduced 15.81%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,284
shares
|
$471,839
0.01% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,262
shares
|
$469,416
0.12% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
4,251
shares
|
$468,205
0.17% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
4,246
shares
|
$467,654
0.03% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
4,200
shares
|
$462,588
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,196
shares
|
$462,147
0.06% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,185
shares
|
$460,935
0.0% of portfolio
|
Q3 2024
Reduced 84.03%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
4,175
shares
|
$459,834
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
4,138
shares
|
$455,759
0.08% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,110
shares
|
$452,675
0.01% of portfolio
|
Q3 2023
Reduced 62.85%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
4,053
shares
|
$446,397
0.06% of portfolio
|
Q1 2024
Reduced 19.79%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
4,017
shares
|
$442,432
0.01% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
3,955
shares
|
$435,603
0.01% of portfolio
|
Q1 2024
Reduced 31.63%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
3,953
shares
|
$435,383
0.21% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
3,951
shares
|
$435,163
0.07% of portfolio
|
Q3 2024
Reduced 98.29%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,918
shares
|
$431,528
0.01% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,867
shares
|
$425,911
0.33% of portfolio
|
Q2 2024
Reduced 12.35%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,832
shares
|
$422,056
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
3,795
shares
|
$417,981
0.15% of portfolio
|
Q3 2024
Added 45.96%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
3,792
shares
|
$417,650
0.04% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
3,791
shares
|
$417,540
0.08% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
3,760
shares
|
$414,126
0.01% of portfolio
|
Q3 2024
Reduced 1.18%
|