Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 710 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 |
---|---|---|---|---|---|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
318,434
shares
|
$35.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 28.45%
|
|
Svb Wealth LLC
Boston, MA |
May 15, 2024 Q1 2024 |
308,754
shares
|
$34.1 Million
0.77% of portfolio
|
Q1 2024
Reduced 59.79%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
306,318
shares
|
$33.8 Million
0.51% of portfolio
|
Q1 2024
Added 1.82%
|
|
Northwest Quadrant Wealth Management, LLC
|
Apr 12, 2024 Q1 2024 |
298,459
shares
|
$33 Million
8.08% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
291,272
shares
|
$32.2 Million
0.48% of portfolio
|
Q1 2024
Added 15.58%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
288,037
shares
|
$31.8 Million
1.2% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
Mader & Shannon Wealth Management, Inc.
|
May 13, 2024 Q1 2024 |
277,417
shares
|
$30.7 Million
17.2% of portfolio
|
Q1 2024
Reduced 9.22%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
275,522
shares
|
$30.4 Million
0.03% of portfolio
|
Q1 2024
Reduced 6.29%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
267,369
shares
|
$29.5 Million
0.5% of portfolio
|
Q1 2024
Added 25.99%
|
|
Americana Partners, LLC
Houston, TX |
May 07, 2024 Q1 2024 |
263,333
shares
|
$29.1 Million
2.62% of portfolio
|
Q1 2024
Reduced 22.64%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
255,090
shares
|
$28.2 Million
0.32% of portfolio
|
Q1 2024
Added 6.37%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
253,725
shares
|
$28 Million
0.32% of portfolio
|
Q1 2024
Reduced 58.99%
|
|
Client First Capital LLC
|
Apr 15, 2024 Q1 2024 |
243,869
shares
|
$26.9 Million
18.89% of portfolio
|
Q1 2024
Reduced 22.71%
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Apr 24, 2024 Q1 2024 |
233,951
shares
|
$25.9 Million
4.92% of portfolio
|
Q1 2024
Added 61.53%
|
|
Tfc Financial Management
|
Apr 30, 2024 Q1 2024 |
228,102
shares
|
$25.2 Million
4.49% of portfolio
|
Q1 2024
Added 3.77%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
227,517
shares
|
$25.1 Million
0.07% of portfolio
|
Q1 2024
Added 13.8%
|
|
Kfa Private Wealth Group, LLC
|
May 01, 2024 Q1 2024 |
218,091
shares
|
$24.1 Million
7.48% of portfolio
|
Q1 2024
Added 5.99%
|
|
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%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
208,922
shares
|
$23.1 Million
0.09% of portfolio
|
Q1 2024
Reduced 10.58%
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 24, 2024 Q1 2024 |
207,565
shares
|
$22.9 Million
17.0% of portfolio
|
Q1 2024
Added 0.87%
|
|
Lee Financial CO
Dallas, TX |
May 15, 2024 Q1 2024 |
200,097
shares
|
$22.1 Million
3.71% of portfolio
|
Q1 2024
Added 7.45%
|
|
49 Wealth Management, LLC
Austin, TX |
May 07, 2024 Q1 2024 |
199,121
shares
|
$22 Million
4.7% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
Delta Investment Management, LLC
|
May 08, 2024 Q1 2024 |
192,057
shares
|
$21.2 Million
5.24% of portfolio
|
Q1 2024
Added 52.13%
|
|
M. Kulyk & Associates, LLC
|
May 09, 2024 Q1 2024 |
191,499
shares
|
$21.2 Million
4.93% of portfolio
|
Q1 2024
Reduced 3.55%
|