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 |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
91,941
shares
|
$10.2 Million
0.85% of portfolio
|
Q4 2024
Reduced 98.44%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
91,280
shares
|
$10.1 Million
2.76% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
91,218
shares
|
$10.1 Million
0.49% of portfolio
|
Q4 2024
Reduced 13.87%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
87,734
shares
|
$9.69 Million
1.5% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
86,718
shares
|
$9.58 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
84,827
shares
|
$9.37 Million
0.11% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
84,503
shares
|
$9.33 Million
3.89% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
83,130
shares
|
$9.18 Million
0.44% of portfolio
|
Q4 2024
Added 105.74%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
82,123
shares
|
$9.07 Million
0.94% of portfolio
|
Q4 2024
Added 80.05%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
81,969
shares
|
$9.05 Million
0.12% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
81,581
shares
|
$9.01 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
79,775
shares
|
$8.81 Million
0.94% of portfolio
|
Q1 2024
Reduced 19.93%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
78,441
shares
|
$8.66 Million
7.46% of portfolio
|
Q4 2024
Added 73.04%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
77,686
shares
|
$8.58 Million
0.91% of portfolio
|
Q4 2024
Reduced 21.7%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
76,765
shares
|
$8.48 Million
1.85% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
75,263
shares
|
$8.31 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
74,388
shares
|
$8.22 Million
3.85% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
72,543
shares
|
$8.01 Million
0.23% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
71,329
shares
|
$7.88 Million
2.02% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
71,212
shares
|
$7.87 Million
0.0% of portfolio
|
Q4 2024
Added 58.99%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
69,745
shares
|
$7.7 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
69,346
shares
|
$7.66 Million
1.67% of portfolio
|
Q4 2024
Added 265.48%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
68,932
shares
|
$7.61 Million
0.04% of portfolio
|
Q4 2024
Reduced 29.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
67,689
shares
|
$7.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 62.84%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
66,215
shares
|
$7.31 Million
3.18% of portfolio
|
Q4 2024
Added 5.74%
|