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 |
---|---|---|---|---|---|
Gen Wealth Group, Inc.
|
Apr 11, 2024 Q1 2024 |
7,813
shares
|
$860,758
0.22% of portfolio
|
Q1 2024
Reduced 15.84%
|
|
Hanover Advisors Inc
Seneca, SC |
May 15, 2024 Q1 2024 |
7,809
shares
|
$860,317
0.36% of portfolio
|
Q4 2023
Reduced 15.07%
|
|
Centennial Wealth Advisory LLC
|
Apr 22, 2024 Q1 2024 |
7,701
shares
|
$848,419
0.4% of portfolio
|
Q1 2024
Reduced 20.42%
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2024 Q1 2024 |
7,675
shares
|
$845,554
0.77% of portfolio
|
Q1 2024
Reduced 4.06%
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2024 Q1 2024 |
7,554
shares
|
$832,224
0.01% of portfolio
|
Q1 2024
Reduced 6.58%
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
May 13, 2024 Q1 2024 |
7,539
shares
|
$830,571
0.63% of portfolio
|
Q1 2024
Added 0.83%
|
|
Madison Asset Management, LLC
Madison, WI |
May 09, 2024 Q1 2024 |
7,449
shares
|
$820,656
0.01% of portfolio
|
Q1 2024
Reduced 34.63%
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Apr 18, 2024 Q1 2024 |
7,442
shares
|
$819,885
0.65% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
Jacobi Capital Management LLC
|
May 10, 2024 Q1 2024 |
7,380
shares
|
$813,054
0.08% of portfolio
|
Q1 2024
Added 5.01%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 14, 2024 Q1 2024 |
7,291
shares
|
$803,249
0.32% of portfolio
|
Q1 2024
Reduced 18.79%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
7,281
shares
|
$802,147
0.03% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
7,259
shares
|
$799,724
0.03% of portfolio
|
Q1 2024
New holding
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
7,234
shares
|
$796,969
0.0% of portfolio
|
Q1 2024
Added 90.17%
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
7,180
shares
|
$791,020
0.02% of portfolio
|
Q4 2023
Added 0.22%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
7,154
shares
|
$788,156
0.01% of portfolio
|
Q1 2024
Reduced 80.51%
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2024 Q1 2024 |
7,104
shares
|
$782,647
0.23% of portfolio
|
Q1 2024
Added 10.0%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Apr 11, 2024 Q1 2024 |
7,084
shares
|
$780,444
0.13% of portfolio
|
Q1 2024
Added 0.01%
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
6,932
shares
|
$763,698
0.23% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
6,930
shares
|
$763,478
0.06% of portfolio
|
Q4 2023
Added 8.84%
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
6,928
shares
|
$763,257
0.0% of portfolio
|
Q1 2024
Reduced 90.12%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
6,905
shares
|
$760,723
0.01% of portfolio
|
Q1 2024
Added 62.05%
|
|
Transcend Capital Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
6,829
shares
|
$752,350
0.06% of portfolio
|
Q2 2024
Added 17.92%
|
|
Grimes & Company, Inc.
|
Apr 17, 2024 Q1 2024 |
6,814
shares
|
$750,698
0.02% of portfolio
|
Q1 2024
Added 0.84%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
6,779
shares
|
$746,842
0.05% of portfolio
|
Q1 2024
Added 13.7%
|
|
Forte Asset Management LLC
|
May 03, 2024 Q1 2024 |
6,750
shares
|
$743,647
0.45% of portfolio
|
Q1 2023
Reduced 53.29%
|