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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
181,967
shares
|
$20.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.36%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
180,611
shares
|
$19.9 Million
4.19% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
178,556
shares
|
$19.7 Million
3.26% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
171,280
shares
|
$18.9 Million
0.01% of portfolio
|
Q3 2024
Added 96.8%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
170,643
shares
|
$18.8 Million
1.11% of portfolio
|
Q3 2024
Added 17.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
170,448
shares
|
$18.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 62.88%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
164,994
shares
|
$18.2 Million
4.12% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
164,658
shares
|
$18.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
162,300
shares
|
$17.9 Million
7.08% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
161,733
shares
|
$17.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
160,969
shares
|
$17.8 Million
0.3% of portfolio
|
Q3 2024
Added 2884.78%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Oct 31, 2024 Q3 2024 |
156,979
shares
|
$17.3 Million
2.63% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
151,252
shares
|
$16.7 Million
0.69% of portfolio
|
Q2 2024
Added 20.27%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
151,019
shares
|
$16.7 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
150,717
shares
|
$16.6 Million
2.61% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
146,901
shares
|
$16.2 Million
0.18% of portfolio
|
Q2 2024
Added 11.24%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
141,606
shares
|
$15.6 Million
0.06% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
141,459
shares
|
$15.6 Million
9.22% of portfolio
|
Q3 2024
Added 28.42%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
139,903
shares
|
$15.4 Million
9.98% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
139,555
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
136,911
shares
|
$15.1 Million
1.26% of portfolio
|
Q3 2023
Reduced 60.33%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
136,805
shares
|
$15.1 Million
1.6% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
128,358
shares
|
$14.2 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
126,443
shares
|
$14 Million
0.01% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
125,860
shares
|
$13.9 Million
3.04% of portfolio
|
Q2 2024
Reduced 2.77%
|