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 |
---|---|---|---|---|---|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
16,333
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2024
Added 9.05%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
16,258
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2024
Added 577.13%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 12, 2024 Q2 2024 |
16,211
shares
|
$1.79 Million
0.43% of portfolio
|
Q2 2024
Added 8.01%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
16,186
shares
|
$1.79 Million
0.05% of portfolio
|
Q1 2024
Added 12.55%
|
|
Wj Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
16,032
shares
|
$1.77 Million
0.71% of portfolio
|
Q1 2024
Reduced 69.82%
|
|
Cibc World Market Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
16,028
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
15,738
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2024
Reduced 15.77%
|
|
Wealth Alliance
Mellville, NY |
May 10, 2024 Q1 2024 |
15,588
shares
|
$1.72 Million
0.23% of portfolio
|
Q1 2024
Reduced 74.39%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
15,426
shares
|
$1.7 Million
0.21% of portfolio
|
Q1 2024
Reduced 9.29%
|
|
Natixis Advisors, L.P.
Boston, MA |
Apr 25, 2024 Q1 2024 |
15,406
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 80.7%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
15,188
shares
|
$1.68 Million
0.06% of portfolio
|
Q4 2023
Added 135.44%
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 15, 2024 Q1 2024 |
14,996
shares
|
$1.66 Million
0.48% of portfolio
|
Q1 2024
Added 24.76%
|
|
Total Investment Management Inc
Scottsdale, AZ |
Apr 16, 2024 Q1 2024 |
14,674
shares
|
$1.62 Million
0.2% of portfolio
|
Q1 2024
Added 6.93%
|
|
Ascent Group, LLC
|
May 15, 2024 Q1 2024 |
14,558
shares
|
$1.61 Million
0.14% of portfolio
|
Q1 2024
Added 1.2%
|
|
Sunpointe, LLC
St. Louis, MO |
Apr 15, 2024 Q1 2024 |
14,548
shares
|
$1.61 Million
1.79% of portfolio
|
Q4 2023
New holding
|
|
Estate Counselors, LLC
|
May 14, 2024 Q1 2024 |
14,273
shares
|
$1.58 Million
0.5% of portfolio
|
Q1 2024
Reduced 92.55%
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
May 15, 2024 Q1 2024 |
14,127
shares
|
$1.56 Million
0.76% of portfolio
|
Q1 2024
Added 15.24%
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 08, 2024 Q1 2024 |
14,066
shares
|
$1.55 Million
1.22% of portfolio
|
Q1 2024
Added 9.14%
|
|
Yarbrough Capital, LLC
|
Jul 16, 2024 Q2 2024 |
14,053
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2023
Added 55.57%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
13,770
shares
|
$1.52 Million
0.17% of portfolio
|
Q1 2024
Added 257.76%
|
|
Rda Financial Network
|
Jul 10, 2024 Q2 2024 |
13,686
shares
|
$1.51 Million
0.5% of portfolio
|
Q2 2024
Reduced 43.35%
|
|
Worth Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
13,420
shares
|
$1.48 Million
0.91% of portfolio
|
Q2 2024
Reduced 26.88%
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 14, 2024 Q1 2024 |
13,384
shares
|
$1.48 Million
0.32% of portfolio
|
Q1 2024
Reduced 14.0%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
13,291
shares
|
$1.47 Million
0.07% of portfolio
|
Q1 2024
Reduced 29.01%
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
13,250
shares
|
$1.46 Million
0.13% of portfolio
|
Q1 2024
Added 4.53%
|