Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 725 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
11,405
shares
|
$1.25 Million
0.15% of portfolio
|
Q3 2024
Reduced 47.94%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
11,249
shares
|
$1.24 Million
0.41% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
11,197
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2022
Added 1.85%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
11,185
shares
|
$1.23 Million
0.21% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
11,140
shares
|
$1.23 Million
0.33% of portfolio
|
Q2 2024
Reduced 7.49%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
11,109
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2024
Added 92.36%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
11,056
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 49.43%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
10,860
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2024
Added 23.87%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
10,719
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2024
Reduced 16.27%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
10,667
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
10,581
shares
|
$1.16 Million
0.6% of portfolio
|
Q2 2024
Reduced 18.72%
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
10,577
shares
|
$1.16 Million
0.24% of portfolio
|
Q3 2024
Reduced 14.94%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
10,471
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
10,416
shares
|
$1.15 Million
0.31% of portfolio
|
Q3 2024
Reduced 27.88%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Oct 08, 2024 Q3 2024 |
10,374
shares
|
$1.14 Million
0.81% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
10,252
shares
|
$1.13 Million
0.22% of portfolio
|
Q2 2024
Reduced 7.74%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
10,203
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 33.39%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
9,928
shares
|
$1.09 Million
0.25% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
9,898
shares
|
$1.09 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
9,745
shares
|
$1.07 Million
1.27% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
9,726
shares
|
$1.07 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
9,723
shares
|
$1.07 Million
0.99% of portfolio
|
Q3 2024
Reduced 14.24%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
9,704
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 20.29%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
9,700
shares
|
$1.07 Million
0.15% of portfolio
|
Q1 2024
Reduced 13.39%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
9,637
shares
|
$1.06 Million
0.9% of portfolio
|
Q4 2022
Added 0.76%
|