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 |
|---|---|---|---|---|---|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
46,731
shares
|
$5.16 Million
2.8% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
46,052
shares
|
$5.08 Million
3.3% of portfolio
|
Q3 2022
Reduced 1.22%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
45,961
shares
|
$5.07 Million
1.77% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
45,610
shares
|
$5.04 Million
0.54% of portfolio
|
Q3 2024
Reduced 43.01%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
45,332
shares
|
$5.01 Million
3.94% of portfolio
|
Q3 2024
Added 29.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
44,790
shares
|
$4.95 Million
0.0% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
44,773
shares
|
$4.94 Million
1.61% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
44,473
shares
|
$4.91 Million
0.05% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
44,247
shares
|
$4.89 Million
0.13% of portfolio
|
Q3 2024
Reduced 40.2%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
43,974
shares
|
$4.86 Million
0.57% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
43,692
shares
|
$4.82 Million
3.17% of portfolio
|
Q3 2024
Reduced 63.13%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
43,590
shares
|
$4.81 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
43,475
shares
|
$4.8 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Astor Investment Management LLC
|
Oct 24, 2024 Q3 2024 |
43,098
shares
|
$4.76 Million
3.28% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
42,098
shares
|
$4.65 Million
0.91% of portfolio
|
Q3 2024
Reduced 27.76%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
42,089
shares
|
$4.65 Million
2.46% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
40,591
shares
|
$4.48 Million
0.4% of portfolio
|
Q3 2024
Added 16.2%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
40,406
shares
|
$4.46 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
40,369
shares
|
$4.46 Million
0.14% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
39,811
shares
|
$4.4 Million
1.31% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
39,766
shares
|
$4.39 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
39,731
shares
|
$4.39 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.75%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
38,965
shares
|
$4.3 Million
0.02% of portfolio
|
Q3 2024
Added 86.03%
|
|
|
Patton Fund Management, Inc.
|
Oct 16, 2024 Q3 2024 |
38,906
shares
|
$4.3 Million
0.89% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
38,830
shares
|
$4.29 Million
0.3% of portfolio
|
Q3 2024
Reduced 86.51%
|