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 114 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
25,089
shares
|
$2.77 Million
0.07% of portfolio
|
Q2 2024
Added 84.57%
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
25,075
shares
|
$2.76 Million
0.32% of portfolio
|
Q3 2023
Reduced 1.47%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
25,005
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
24,751
shares
|
$2.73 Million
0.37% of portfolio
|
Q2 2024
Reduced 6.55%
|
|
Allen Capital Group, LLC
|
Aug 12, 2024 Q2 2024 |
24,618
shares
|
$2.71 Million
0.36% of portfolio
|
Q2 2024
Reduced 13.55%
|
|
Adar1 Capital Management, LLC
Austin, TX |
Aug 13, 2024 Q2 2024 |
24,500
shares
|
$2.7 Million
0.51% of portfolio
|
Q4 2023
New holding
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
24,268
shares
|
$2.68 Million
0.05% of portfolio
|
Q2 2024
Reduced 19.92%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jul 24, 2024 Q2 2024 |
23,827
shares
|
$2.63 Million
0.45% of portfolio
|
Q2 2024
Added 6.45%
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 12, 2024 Q2 2024 |
23,820
shares
|
$2.63 Million
0.48% of portfolio
|
Q4 2023
Added 120.15%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
23,586
shares
|
$2.6 Million
0.01% of portfolio
|
Q2 2024
Added 4.17%
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
23,542
shares
|
$2.6 Million
0.02% of portfolio
|
Q2 2024
Added 38.68%
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jul 19, 2024 Q2 2024 |
23,535
shares
|
$2.59 Million
0.65% of portfolio
|
Q2 2024
Added 15.79%
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2024 Q2 2024 |
23,204
shares
|
$2.56 Million
1.73% of portfolio
|
Q2 2024
Added 67.87%
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
23,000
shares
|
$2.54 Million
0.08% of portfolio
|
Q1 2024
Added 70.24%
|
|
Clarity Financial LLC
|
Jul 30, 2024 Q2 2024 |
22,984
shares
|
$2.53 Million
0.38% of portfolio
|
Q2 2024
Added 6.26%
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
21,998
shares
|
$2.43 Million
0.11% of portfolio
|
Q2 2024
Reduced 29.83%
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 26, 2024 Q2 2024 |
21,908
shares
|
$2.42 Million
0.29% of portfolio
|
Q2 2024
Reduced 42.76%
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
21,864
shares
|
$2.41 Million
0.05% of portfolio
|
Q2 2024
Reduced 11.07%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jul 26, 2024 Q2 2024 |
21,641
shares
|
$2.39 Million
0.18% of portfolio
|
Q2 2024
Added 166.58%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
21,616
shares
|
$2.38 Million
0.07% of portfolio
|
Q2 2024
Added 33.55%
|
|
Jarislowsky, Fraser LTD
|
Aug 12, 2024 Q2 2024 |
21,197
shares
|
$2.34 Million
0.02% of portfolio
|
Q1 2024
Added 4664.67%
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
20,970
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
Dohj, LLC
Seattle, WA |
Aug 09, 2024 Q2 2024 |
20,960
shares
|
$2.31 Million
0.58% of portfolio
|
Q2 2024
Added 129.9%
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
20,945
shares
|
$2.31 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 06, 2024 Q2 2024 |
20,461
shares
|
$2.26 Million
0.76% of portfolio
|
Q2 2024
Reduced 13.65%
|