Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 719 institutions that hold shares in the stock, with a total of 95.4 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lm Advisors LLC
San Diego, CA |
May 15, 2024 Q1 2024 |
21,059
shares
|
$2.32 Million
0.37% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
Good Life Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
20,394
shares
|
$2.25 Million
0.19% of portfolio
|
Q2 2024
Added 2.09%
|
|
Montecito Bank & Trust
|
Jul 17, 2024 Q2 2024 |
20,120
shares
|
$2.22 Million
0.45% of portfolio
|
Q2 2024
Added 7.11%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
20,000
shares
|
$2.21 Million
0.14% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
Abacus Planning Group, Inc.
|
Apr 11, 2024 Q1 2024 |
19,574
shares
|
$2.16 Million
0.43% of portfolio
|
Q1 2024
Added 0.01%
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2024 Q1 2024 |
19,138
shares
|
$2.11 Million
0.35% of portfolio
|
Q1 2024
Added 0.01%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
18,979
shares
|
$2.1 Million
0.08% of portfolio
|
Q1 2024
Added 230.93%
|
|
Gyl Financial Synergies, LLC
|
May 14, 2024 Q1 2024 |
18,933
shares
|
$2.09 Million
0.17% of portfolio
|
Q4 2023
Reduced 1.2%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
18,917
shares
|
$2.09 Million
0.38% of portfolio
|
Q2 2024
Added 22.07%
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
18,867
shares
|
$2.08 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
Aspiriant, LLC
|
Jul 15, 2024 Q2 2024 |
18,835
shares
|
$2.08 Million
0.08% of portfolio
|
Q4 2023
Reduced 7.66%
|
|
Ria Advisory Group LLC
Ames, IA |
May 03, 2024 Q1 2024 |
18,341
shares
|
$2.02 Million
0.82% of portfolio
|
Q1 2024
New holding
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,246
shares
|
$2.01 Million
0.16% of portfolio
|
Q4 2023
Added 1.65%
|
|
Inspirion Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
18,190
shares
|
$2.01 Million
0.31% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
Pacifica Partners Inc.
|
Jul 11, 2024 Q2 2024 |
17,932
shares
|
$1.98 Million
0.88% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
Edgemoor Investment Advisors, Inc.
|
May 09, 2024 Q1 2024 |
17,740
shares
|
$1.96 Million
0.19% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
17,218
shares
|
$1.9 Million
0.04% of portfolio
|
Q2 2024
Reduced 29.07%
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
17,119
shares
|
$1.89 Million
0.07% of portfolio
|
Q1 2024
Added 196.9%
|
|
Precision Wealth Strategies, LLC
|
May 01, 2024 Q1 2024 |
17,023
shares
|
$1.88 Million
2.4% of portfolio
|
Q1 2024
Reduced 7.5%
|
|
Scotia Capital Inc.
|
May 14, 2024 Q1 2024 |
16,976
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2024
Reduced 23.07%
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
16,853
shares
|
$1.86 Million
0.24% of portfolio
|
Q1 2024
Added 188.09%
|
|
Strategy Asset Managers LLC
|
Apr 25, 2024 Q1 2024 |
16,555
shares
|
$1.83 Million
0.39% of portfolio
|
Q1 2024
Added 34.7%
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 15, 2024 Q1 2024 |
16,471
shares
|
$1.82 Million
1.14% of portfolio
|
Q1 2024
Added 690.73%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
16,470
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.4%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
16,369
shares
|
$1.81 Million
0.06% of portfolio
|
Q2 2024
Added 36.42%
|