Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 776 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 |
|---|---|---|---|---|---|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,562
shares
|
$282,972
0.03% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,502
shares
|
$276,345
0.0% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
2,497
shares
|
$275,793
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
2,484
shares
|
$274,357
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
2,464
shares
|
$272,148
0.0% of portfolio
|
Q4 2024
Added 32.54%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
2,460
shares
|
$271,707
0.0% of portfolio
|
Q4 2024
Reduced 58.35%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
2,450
shares
|
$270,602
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
2,438
shares
|
$269,277
0.04% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
2,435
shares
|
$268,945
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,419
shares
|
$267,178
0.06% of portfolio
|
Q4 2024
Added 21.62%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
2,416
shares
|
$266,847
0.05% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,377
shares
|
$262,539
0.01% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
2,351
shares
|
$259,667
0.01% of portfolio
|
Q4 2022
Reduced 4.89%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
2,336
shares
|
$258,011
0.02% of portfolio
|
Q4 2024
Added 190.19%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
2,303
shares
|
$254,366
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
2,300
shares
|
$254,035
0.0% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
2,286
shares
|
$252,488
0.01% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
2,275
shares
|
$251,273
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,267
shares
|
$250,390
0.0% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
2,248
shares
|
$248,291
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
2,245
shares
|
$247,960
0.18% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
2,234
shares
|
$246,745
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
2,232
shares
|
$246,524
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,220
shares
|
$245,199
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
2,206
shares
|
$243,652
0.12% of portfolio
|
Q1 2023
New holding
|