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 |
---|---|---|---|---|---|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
130,175
shares
|
$14.4 Million
0.07% of portfolio
|
Q1 2024
Added 3.22%
|
|
Titan Capital Management, LLC
|
May 10, 2024 Q1 2024 |
129,250
shares
|
$14.3 Million
25.27% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
New York Life Investment Management LLC
New York, NY |
May 03, 2024 Q1 2024 |
123,999
shares
|
$13.7 Million
0.14% of portfolio
|
Q1 2024
Reduced 14.84%
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
122,841
shares
|
$13.6 Million
1.02% of portfolio
|
Q4 2022
Reduced 1.56%
|
|
Meeder Asset Management Inc
|
May 07, 2024 Q1 2024 |
120,655
shares
|
$13.3 Million
0.84% of portfolio
|
Q1 2024
New holding
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
May 20, 2024 Q1 2024 |
119,830
shares
|
$13.2 Million
1.48% of portfolio
|
Q1 2024
Added 6.75%
|
|
Guidance Capital, Inc
Lousville, KY |
Apr 17, 2024 Q1 2024 |
117,939
shares
|
$13 Million
4.79% of portfolio
|
Q1 2024
Added 6.02%
|
|
Seven Post Investment Office LP
San Francisco, CA |
Apr 25, 2024 Q1 2024 |
116,630
shares
|
$12.9 Million
3.15% of portfolio
|
Q1 2024
Added 13.12%
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
114,461
shares
|
$12.6 Million
4.06% of portfolio
|
Q1 2024
Reduced 2.44%
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Apr 25, 2024 Q1 2024 |
112,578
shares
|
$12.4 Million
8.34% of portfolio
|
Q1 2024
Added 1.49%
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 09, 2024 Q1 2024 |
108,548
shares
|
$12 Million
4.85% of portfolio
|
Q1 2024
Reduced 4.04%
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Apr 29, 2024 Q1 2024 |
108,231
shares
|
$12 Million
6.35% of portfolio
|
Q1 2024
Added 25.42%
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 14, 2024 Q1 2024 |
107,785
shares
|
$11.9 Million
0.01% of portfolio
|
Q1 2024
Added 11.67%
|
|
Udine Wealth Management, Inc.
|
Apr 18, 2024 Q1 2024 |
107,750
shares
|
$11.9 Million
8.42% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 08, 2024 Q1 2024 |
106,745
shares
|
$11.8 Million
5.24% of portfolio
|
Q1 2024
Reduced 4.68%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
105,009
shares
|
$11.6 Million
0.19% of portfolio
|
Q1 2024
Reduced 21.48%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
104,372
shares
|
$11.5 Million
0.17% of portfolio
|
Q1 2024
Reduced 5.64%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
100,828
shares
|
$11.1 Million
1.05% of portfolio
|
Q1 2024
Reduced 24.5%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
99,725
shares
|
$11 Million
0.53% of portfolio
|
Q4 2023
Added 119.47%
|
|
Mayport, LLC
|
Apr 22, 2024 Q1 2024 |
98,613
shares
|
$10.9 Million
4.19% of portfolio
|
Q1 2024
Added 10.86%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
93,642
shares
|
$10.3 Million
0.28% of portfolio
|
Q3 2023
Reduced 12.83%
|
|
Kwmg, LLC
|
Apr 15, 2024 Q1 2024 |
92,969
shares
|
$10.3 Million
1.12% of portfolio
|
Q1 2024
Added 3.34%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
92,638
shares
|
$10.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 23.68%
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 18, 2024 Q1 2024 |
92,435
shares
|
$10.2 Million
7.36% of portfolio
|
Q1 2024
New holding
|
|
Paulson Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
90,074
shares
|
$9.95 Million
2.95% of portfolio
|
Q1 2024
Added 2.58%
|