Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 726 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 |
|---|---|---|---|---|---|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
41
shares
|
$4,530
0.01% of portfolio
|
Q3 2024
Reduced 94.29%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
41
shares
|
$4,530
0.0% of portfolio
|
Q2 2022
Reduced 99.9%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
41
shares
|
$4,530
0.0% of portfolio
|
Q4 2023
Reduced 99.86%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
38
shares
|
$4,199
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
35
shares
|
$3,867
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
34
shares
|
$3,757
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
29
shares
|
$3,204
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
29
shares
|
$3,204
0.0% of portfolio
|
Q3 2024
Reduced 75.83%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
27
shares
|
$2,983
0.0% of portfolio
|
Q3 2024
Reduced 95.57%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
23
shares
|
$2,541
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
16
shares
|
$1,768
0.0% of portfolio
|
Q2 2023
Reduced 95.63%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
15
shares
|
$1,657
0.0% of portfolio
|
Q3 2024
Reduced 96.45%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
11
shares
|
$1,215
0.0% of portfolio
|
Q3 2024
Reduced 94.53%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
11
shares
|
$1,215
0.0% of portfolio
|
Q3 2024
Reduced 98.16%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
11
shares
|
$1,215
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
10
shares
|
$1,105
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
10
shares
|
$1,105
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
5
shares
|
$552
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
3
shares
|
$331
0.0% of portfolio
|
Q3 2023
Reduced 99.83%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
3
shares
|
$331
0.0% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
2
shares
|
$221
0.02% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2
shares
|
$221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
2
shares
|
$221
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|