Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 780 institutions that hold shares in the stock, with a total of 95.6 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
331,880
shares
|
$36.7 Million
0.32% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
325,413
shares
|
$35.9 Million
0.86% of portfolio
|
Q4 2024
Reduced 15.89%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
310,675
shares
|
$34.3 Million
10.5% of portfolio
|
Q4 2024
Added 164.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
310,465
shares
|
$34.3 Million
1.01% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Client First Capital LLC
|
Jan 14, 2025 Q4 2024 |
303,373
shares
|
$33.5 Million
17.24% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
302,555
shares
|
$33.4 Million
7.58% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
300,022
shares
|
$33.1 Million
1.54% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
295,760
shares
|
$32.7 Million
0.01% of portfolio
|
Q4 2024
Added 50.11%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
270,496
shares
|
$29.9 Million
0.04% of portfolio
|
Q4 2024
Added 64.28%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
267,917
shares
|
$29.6 Million
0.02% of portfolio
|
Q4 2024
Added 56.42%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
262,678
shares
|
$29 Million
20.04% of portfolio
|
Q4 2024
Added 442.75%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
262,285
shares
|
$29 Million
4.79% of portfolio
|
Q4 2024
Added 42.73%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
254,595
shares
|
$28.1 Million
4.94% of portfolio
|
Q4 2024
Added 23.7%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
254,324
shares
|
$28.1 Million
0.35% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
251,510
shares
|
$27.8 Million
0.43% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
243,565
shares
|
$26.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
241,427
shares
|
$26.7 Million
5.84% of portfolio
|
Q4 2024
Added 46.32%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
241,391
shares
|
$26.7 Million
1.15% of portfolio
|
Q4 2024
Reduced 18.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
227,222
shares
|
$25.1 Million
0.03% of portfolio
|
Q4 2024
Added 62.82%
|
|
|
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%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
223,937
shares
|
$24.7 Million
9.74% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
221,437
shares
|
$24.5 Million
3.45% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
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%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
204,657
shares
|
$22.6 Million
5.05% of portfolio
|
Q4 2024
Added 2.4%
|