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 |
---|---|---|---|---|---|
Crescent Grove Advisors, LLC
|
Apr 29, 2024 Q1 2024 |
13,051
shares
|
$1.44 Million
0.15% of portfolio
|
Q1 2024
Reduced 23.2%
|
|
Greenspring Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
12,988
shares
|
$1.43 Million
0.36% of portfolio
|
Q2 2024
Reduced 13.92%
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
12,985
shares
|
$1.43 Million
0.12% of portfolio
|
Q1 2024
Reduced 21.82%
|
|
Rinkey Investments
San Diego, CA |
May 02, 2024 Q1 2024 |
12,853
shares
|
$1.42 Million
0.52% of portfolio
|
Q1 2024
Added 0.84%
|
|
Bfsg, LLC
|
Apr 23, 2024 Q1 2024 |
12,841
shares
|
$1.42 Million
0.19% of portfolio
|
Q1 2024
Added 52.11%
|
|
Retirement Planning Group
|
Jul 12, 2024 Q2 2024 |
12,735
shares
|
$1.41 Million
0.1% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
Sicart Associates LLC
|
May 02, 2024 Q1 2024 |
12,600
shares
|
$1.39 Million
0.53% of portfolio
|
Q1 2024
Reduced 7.35%
|
|
Edge Wealth Management LLC
|
Jul 12, 2024 Q2 2024 |
12,435
shares
|
$1.37 Million
0.29% of portfolio
|
Q2 2024
Reduced 12.82%
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 19, 2024 Q2 2024 |
12,377
shares
|
$1.37 Million
0.83% of portfolio
|
Q2 2024
Added 4.49%
|
|
Destination Wealth Management
|
May 14, 2024 Q1 2024 |
12,362
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2024
Reduced 18.19%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
12,278
shares
|
$1.36 Million
0.27% of portfolio
|
Q2 2024
Added 4.38%
|
|
Sage Advisory Services, Ltd.Co.
|
Apr 26, 2024 Q1 2024 |
12,078
shares
|
$1.33 Million
0.36% of portfolio
|
Q2 2023
New holding
|
|
Pathway Financial Advisors LLC
|
Apr 10, 2024 Q1 2024 |
12,042
shares
|
$1.33 Million
0.37% of portfolio
|
Q4 2023
Reduced 8.6%
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2024 Q2 2024 |
11,925
shares
|
$1.32 Million
0.32% of portfolio
|
Q2 2024
Added 11.85%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
11,791
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2024
Added 182.28%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
11,735
shares
|
$1.3 Million
0.09% of portfolio
|
Q1 2024
Added 46.78%
|
|
Tru Wealth Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
11,701
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2024
Added 145.82%
|
|
Investment Management Associates Inc
|
May 09, 2024 Q1 2024 |
11,692
shares
|
$1.29 Million
0.44% of portfolio
|
Q1 2024
New holding
|
|
Hfg Advisors, Inc.
|
Jul 12, 2024 Q2 2024 |
11,338
shares
|
$1.25 Million
1.22% of portfolio
|
Q2 2024
Added 16.13%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
11,289
shares
|
$1.25 Million
0.05% of portfolio
|
Q1 2024
Added 70.04%
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Apr 30, 2024 Q1 2024 |
11,259
shares
|
$1.24 Million
0.89% of portfolio
|
Q1 2024
Added 1.85%
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 19, 2024 Q2 2024 |
11,224
shares
|
$1.24 Million
1.28% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
11,197
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2022
Added 1.85%
|
|
Probity Advisors, Inc.
Dallas, TX |
May 02, 2024 Q1 2024 |
11,112
shares
|
$1.23 Million
0.26% of portfolio
|
Q1 2024
Reduced 27.6%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
11,095
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2024
Reduced 7.73%
|