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 |
|---|---|---|---|---|---|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
122,841
shares
|
$13.6 Million
1.02% of portfolio
|
Q4 2022
Reduced 1.56%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
122,219
shares
|
$13.5 Million
1.48% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
120,559
shares
|
$13.3 Million
6.38% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
118,030
shares
|
$13 Million
0.0% of portfolio
|
Q3 2024
Reduced 67.22%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
117,384
shares
|
$13 Million
4.06% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
117,195
shares
|
$12.9 Million
3.76% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Titan Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
116,894
shares
|
$12.9 Million
25.29% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Oct 16, 2024 Q3 2024 |
112,590
shares
|
$12.4 Million
9.19% of portfolio
|
Q3 2024
Reduced 11.93%
|
|
|
Udine Wealth Management, Inc.
|
Oct 08, 2024 Q3 2024 |
107,750
shares
|
$11.9 Million
8.52% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
107,659
shares
|
$11.9 Million
0.15% of portfolio
|
Q3 2024
Reduced 14.86%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
105,906
shares
|
$11.7 Million
0.03% of portfolio
|
Q3 2024
Added 953.58%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
105,392
shares
|
$11.6 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
103,193
shares
|
$11.4 Million
1.16% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
102,337
shares
|
$11.3 Million
3.66% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
98,043
shares
|
$10.8 Million
2.37% of portfolio
|
Q3 2024
Added 40.03%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
97,505
shares
|
$10.8 Million
0.07% of portfolio
|
Q3 2024
Added 71.64%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
97,264
shares
|
$10.7 Million
1.58% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
93,765
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
93,117
shares
|
$10.3 Million
1.95% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
92,953
shares
|
$10.3 Million
4.92% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
91,449
shares
|
$10.1 Million
6.1% of portfolio
|
Q3 2024
Added 32.82%
|
|
|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
88,901
shares
|
$9.81 Million
2.09% of portfolio
|
Q3 2024
Added 2369.47%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
86,254
shares
|
$9.52 Million
2.57% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
84,940
shares
|
$9.37 Million
0.81% of portfolio
|
Q3 2024
Reduced 18.17%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
84,445
shares
|
$9.32 Million
0.63% of portfolio
|
Q2 2024
Reduced 30.01%
|