Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 724 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 |
---|---|---|---|---|---|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
322,677
shares
|
$35.6 Million
1.1% of portfolio
|
Q3 2024
Added 5.24%
|
|
Client First Capital LLC
|
Oct 15, 2024 Q3 2024 |
308,048
shares
|
$34 Million
18.87% of portfolio
|
Q3 2024
Added 2.05%
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
298,469
shares
|
$32.9 Million
7.61% of portfolio
|
Q3 2024
Added 0.92%
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
298,283
shares
|
$32.9 Million
1.83% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
296,331
shares
|
$32.7 Million
2.41% of portfolio
|
Q3 2024
Added 14.22%
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
282,074
shares
|
$31.1 Million
0.49% of portfolio
|
Q3 2024
Added 10.23%
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
261,228
shares
|
$28.8 Million
0.04% of portfolio
|
Q3 2024
Added 267.02%
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
255,453
shares
|
$28.2 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
245,000
shares
|
$27 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
236,177
shares
|
$26.1 Million
10.47% of portfolio
|
Q3 2024
Reduced 30.58%
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
227,213
shares
|
$25.1 Million
0.3% of portfolio
|
Q3 2024
Reduced 32.7%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
224,539
shares
|
$24.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 32.04%
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
224,309
shares
|
$24.8 Million
3.55% of portfolio
|
Q3 2024
Added 9.53%
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
221,620
shares
|
$24.5 Million
5.67% of portfolio
|
Q3 2024
Added 7.79%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
210,030
shares
|
$23.2 Million
0.98% of portfolio
|
Q2 2020
Added 47.44%
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
209,279
shares
|
$23.1 Million
16.26% of portfolio
|
Q2 2023
Added 4.06%
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
205,823
shares
|
$22.7 Million
4.09% of portfolio
|
Q3 2024
Added 2.41%
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
199,858
shares
|
$22.1 Million
4.51% of portfolio
|
Q3 2024
Added 3.11%
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
197,028
shares
|
$21.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
Mader & Shannon Wealth Management, Inc.
|
Nov 12, 2024 Q3 2024 |
188,671
shares
|
$20.8 Million
12.14% of portfolio
|
Q3 2024
Reduced 33.16%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
186,220
shares
|
$20.6 Million
15.62% of portfolio
|
Q3 2024
Added 1.84%
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
186,069
shares
|
$20.5 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
184,708
shares
|
$20.4 Million
5.11% of portfolio
|
Q3 2024
Added 7.28%
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
183,764
shares
|
$20.3 Million
3.44% of portfolio
|
Q3 2024
Added 3.83%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
182,146
shares
|
$20.1 Million
0.0% of portfolio
|
Q3 2024
Added 2236.4%
|