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 |
---|---|---|---|---|---|
Quattro Financial Advisors LLC
|
Apr 18, 2024 Q1 2024 |
63,379
shares
|
$7 Million
2.11% of portfolio
|
Q1 2024
Added 57517.27%
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
May 06, 2024 Q1 2024 |
63,049
shares
|
$6.97 Million
3.11% of portfolio
|
Q1 2024
New holding
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
61,317
shares
|
$6.78 Million
0.09% of portfolio
|
Q1 2024
Added 91417.91%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
61,045
shares
|
$6.75 Million
0.06% of portfolio
|
Q1 2024
Reduced 3.76%
|
|
Banque Pictet & Cie Sa
|
May 06, 2024 Q1 2024 |
60,510
shares
|
$6.69 Million
0.06% of portfolio
|
Q1 2024
Reduced 39.18%
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2024 Q1 2024 |
60,495
shares
|
$6.68 Million
5.53% of portfolio
|
Q1 2024
Added 13.72%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Apr 22, 2024 Q1 2024 |
60,445
shares
|
$6.68 Million
1.89% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
60,225
shares
|
$6.65 Million
0.0% of portfolio
|
Q1 2024
Added 13.41%
|
|
Meridian Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
60,097
shares
|
$6.64 Million
1.11% of portfolio
|
Q1 2024
Added 31.02%
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 13, 2024 Q1 2024 |
59,997
shares
|
$6.63 Million
1.78% of portfolio
|
Q1 2024
Added 3061.06%
|
|
United Bank
Vienna, VA |
May 13, 2024 Q1 2024 |
59,133
shares
|
$6.53 Million
0.78% of portfolio
|
Q1 2024
Reduced 9.15%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
59,106
shares
|
$6.53 Million
0.0% of portfolio
|
Q1 2024
Added 90.24%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
58,007
shares
|
$6.41 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
57,813
shares
|
$6.39 Million
0.42% of portfolio
|
Q4 2023
Added 102.4%
|
|
Proficio Capital Partners LLC
Newton, MA |
May 02, 2024 Q1 2024 |
57,770
shares
|
$6.38 Million
0.72% of portfolio
|
Q1 2024
Reduced 21.73%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
57,485
shares
|
$6.35 Million
0.05% of portfolio
|
Q1 2024
Added 65.91%
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
57,413
shares
|
$6.34 Million
0.22% of portfolio
|
Q1 2024
Reduced 17.48%
|
|
Astor Investment Management LLC
|
Apr 30, 2024 Q1 2024 |
55,703
shares
|
$6.16 Million
2.74% of portfolio
|
Q1 2024
Reduced 28.94%
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2024 Q1 2024 |
54,981
shares
|
$6.08 Million
0.22% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
54,429
shares
|
$6.01 Million
0.08% of portfolio
|
Q1 2024
Reduced 53.98%
|
|
Calamos Wealth Management LLC
|
May 08, 2024 Q1 2024 |
54,199
shares
|
$5.99 Million
0.34% of portfolio
|
Q1 2024
Reduced 7.51%
|
|
Archford Capital Strategies, LLC
|
Apr 24, 2024 Q1 2024 |
53,308
shares
|
$5.89 Million
1.0% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
Weaver Consulting Group
|
Apr 16, 2024 Q1 2024 |
53,150
shares
|
$5.87 Million
2.32% of portfolio
|
Q1 2024
Reduced 13.48%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
51,900
shares
|
$5.73 Million
1.08% of portfolio
|
Q1 2024
Added 317.47%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
51,535
shares
|
$5.69 Million
0.01% of portfolio
|
Q1 2024
Added 150.91%
|