Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 711 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 |
---|---|---|---|---|---|
Marino, Stram & Associates LLC
|
Apr 24, 2024 Q1 2024 |
10,662
shares
|
$1.17 Million
0.28% of portfolio
|
Q1 2024
Added 10.6%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
10,626
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2024
Added 4.82%
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jul 05, 2024 Q2 2024 |
10,492
shares
|
$1.16 Million
1.68% of portfolio
|
Q2 2024
Reduced 18.7%
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
10,415
shares
|
$1.15 Million
0.12% of portfolio
|
Q1 2024
Added 38.5%
|
|
Compass Ion Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
10,095
shares
|
$1.11 Million
0.17% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Apr 19, 2024 Q1 2024 |
10,053
shares
|
$1.11 Million
0.06% of portfolio
|
Q2 2023
Added 11.01%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2024 Q1 2024 |
9,988
shares
|
$1.1 Million
0.09% of portfolio
|
Q1 2024
Reduced 10.81%
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
9,985
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2024
Reduced 3.79%
|
|
Whittier Trust CO
|
May 02, 2024 Q1 2024 |
9,947
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2024
Reduced 39.72%
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 29, 2024 Q1 2024 |
9,882
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2024
Reduced 8.28%
|
|
Wooster Corthell Wealth Management, Inc.
|
Apr 29, 2024 Q1 2024 |
9,880
shares
|
$1.09 Million
0.25% of portfolio
|
Q1 2024
Added 78.73%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
9,839
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2024
Added 2.8%
|
|
Hfg Advisors, Inc.
|
Apr 18, 2024 Q1 2024 |
9,763
shares
|
$1.08 Million
0.99% of portfolio
|
Q1 2024
Reduced 6.91%
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
May 10, 2024 Q1 2024 |
9,760
shares
|
$1.08 Million
0.16% of portfolio
|
Q1 2024
New holding
|
|
Baker Ellis Asset Management LLC
|
Apr 17, 2024 Q1 2024 |
9,700
shares
|
$1.07 Million
0.16% 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%
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
May 08, 2024 Q1 2024 |
9,635
shares
|
$1.06 Million
0.09% of portfolio
|
Q4 2023
Added 113.16%
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Apr 17, 2024 Q1 2024 |
9,392
shares
|
$1.03 Million
0.48% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,382
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2023
Added 264.77%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
9,367
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2024
Reduced 17.67%
|
|
Aries Wealth Management
|
May 02, 2024 Q1 2024 |
9,282
shares
|
$1.02 Million
0.33% of portfolio
|
Q1 2024
Added 20.88%
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2024 Q1 2024 |
9,261
shares
|
$1.02 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
9,164
shares
|
$1.01 Million
0.22% of portfolio
|
Q3 2022
New holding
|
|
Dohj, LLC
Seattle, WA |
Apr 15, 2024 Q1 2024 |
9,117
shares
|
$1 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
Rosenberg Matthew Hamilton
|
Apr 19, 2024 Q1 2024 |
9,100
shares
|
$1 Million
0.29% of portfolio
|
Q2 2023
New holding
|