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 |
---|---|---|---|---|---|
Advisory Research Inc
Chicago, IL |
May 14, 2024 Q1 2024 |
51,473
shares
|
$5.69 Million
1.17% of portfolio
|
Q1 2024
Reduced 14.98%
|
|
Morris Financial Concepts, Inc.
|
Apr 18, 2024 Q1 2024 |
51,263
shares
|
$5.66 Million
2.93% of portfolio
|
Q1 2024
Added 2.14%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
51,026
shares
|
$5.64 Million
0.29% of portfolio
|
Q1 2024
Added 1.25%
|
|
Heartland Bank & Trust CO
|
May 17, 2024 Q1 2024 |
49,176
shares
|
$5.43 Million
3.24% of portfolio
|
Q1 2024
Added 26.37%
|
|
James Investment Research Inc
|
May 01, 2024 Q1 2024 |
48,779
shares
|
$5.39 Million
0.65% of portfolio
|
Q1 2024
Reduced 10.47%
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 26, 2024 Q1 2024 |
48,709
shares
|
$5.38 Million
2.26% of portfolio
|
Q1 2024
Reduced 18.84%
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
48,397
shares
|
$5.35 Million
9.84% of portfolio
|
Q3 2022
Added 0.75%
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
47,643
shares
|
$5.26 Million
0.32% of portfolio
|
Q2 2022
Reduced 1.53%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
47,419
shares
|
$5.24 Million
0.0% of portfolio
|
Q1 2023
Added 143.46%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
47,241
shares
|
$5.22 Million
0.34% of portfolio
|
Q4 2023
Reduced 38.4%
|
|
Ritholtz Wealth Management
|
Apr 24, 2024 Q1 2024 |
46,633
shares
|
$5.15 Million
0.18% of portfolio
|
Q1 2024
Reduced 89.26%
|
|
Fifth Third Securities, Inc.
|
Apr 17, 2024 Q1 2024 |
46,113
shares
|
$5.1 Million
0.5% of portfolio
|
Q1 2024
Added 7.82%
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
46,052
shares
|
$5.09 Million
3.3% of portfolio
|
Q3 2022
Reduced 1.22%
|
|
Flc Capital Advisors
|
May 03, 2024 Q1 2024 |
44,388
shares
|
$4.9 Million
1.24% of portfolio
|
Q1 2024
Added 10.21%
|
|
Alterna Wealth Management, Inc
Houston, TX |
May 03, 2024 Q1 2024 |
43,930
shares
|
$4.85 Million
4.77% of portfolio
|
Q1 2024
Added 9.69%
|
|
Quadrature Capital LTD
London, X0 |
May 14, 2024 Q1 2024 |
43,704
shares
|
$4.83 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
Investment House LLC
Las Vegas, NV |
May 02, 2024 Q1 2024 |
43,354
shares
|
$4.79 Million
0.28% of portfolio
|
Q1 2024
Added 1.42%
|
|
Vise Technologies, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
42,246
shares
|
$4.67 Million
0.93% of portfolio
|
Q1 2024
Reduced 19.45%
|
|
Amg National Trust Bank
|
May 06, 2024 Q1 2024 |
41,090
shares
|
$4.54 Million
0.13% of portfolio
|
Q1 2024
Reduced 8.48%
|
|
Mmbg Investment Advisors Co.
|
May 10, 2024 Q1 2024 |
40,900
shares
|
$4.52 Million
0.48% of portfolio
|
Q4 2023
Reduced 17.62%
|
|
Laidlaw Wealth Management LLC
New York City, NY |
May 15, 2024 Q1 2024 |
40,568
shares
|
$4.48 Million
2.64% of portfolio
|
Q1 2024
Added 9.96%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 22, 2024 Q1 2024 |
39,520
shares
|
$4.37 Million
0.57% of portfolio
|
Q1 2024
Added 0.55%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
38,916
shares
|
$4.3 Million
0.14% of portfolio
|
Q1 2024
Added 5.64%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
38,808
shares
|
$4.29 Million
0.13% of portfolio
|
Q1 2024
Added 1.54%
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 01, 2024 Q1 2024 |
38,273
shares
|
$4.23 Million
0.5% of portfolio
|
Q1 2024
Added 7.27%
|