Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 777 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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
24,544
shares
|
$2.7 Million
0.06% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
24,386
shares
|
$2.69 Million
0.38% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
24,126
shares
|
$2.66 Million
0.07% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
23,589
shares
|
$2.6 Million
0.05% of portfolio
|
Q4 2024
Added 634.63%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
23,382
shares
|
$2.58 Million
0.39% of portfolio
|
Q4 2024
Reduced 74.89%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
23,332
shares
|
$2.57 Million
1.8% of portfolio
|
Q4 2024
Reduced 45.86%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
23,319
shares
|
$2.57 Million
0.5% of portfolio
|
Q4 2024
Added 58.98%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
22,877
shares
|
$2.52 Million
0.31% of portfolio
|
Q4 2024
Reduced 19.52%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
22,676
shares
|
$2.5 Million
0.47% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
22,674
shares
|
$2.5 Million
1.43% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
22,637
shares
|
$2.49 Million
0.3% of portfolio
|
Q4 2024
Reduced 14.87%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
22,625
shares
|
$2.49 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
22,604
shares
|
$2.49 Million
2.22% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,168
shares
|
$2.44 Million
0.08% of portfolio
|
Q4 2024
Added 383.49%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
22,071
shares
|
$2.43 Million
1.53% of portfolio
|
Q4 2024
Reduced 49.49%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
21,984
shares
|
$2.42 Million
2.09% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
21,256
shares
|
$2.34 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
21,232
shares
|
$2.34 Million
0.46% of portfolio
|
Q4 2024
Added 22.39%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
21,127
shares
|
$2.33 Million
0.09% of portfolio
|
Q4 2024
Added 83.67%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
21,005
shares
|
$2.31 Million
0.4% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
20,699
shares
|
$2.28 Million
0.53% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
20,674
shares
|
$2.28 Million
0.77% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
20,547
shares
|
$2.26 Million
1.22% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
20,461
shares
|
$2.25 Million
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
20,220
shares
|
$2.23 Million
0.01% of portfolio
|
Q4 2024
Added 56.9%
|