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 |
---|---|---|---|---|---|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
6,672
shares
|
$735,054
0.0% of portfolio
|
Q1 2024
Reduced 45.88%
|
|
Foster Group, Inc.
|
Apr 09, 2024 Q1 2024 |
6,621
shares
|
$729,435
0.04% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
6,597
shares
|
$726,791
1.01% of portfolio
|
Q4 2021
Reduced 20.15%
|
|
Mayflower Financial Advisors, LLC
|
Apr 29, 2024 Q1 2024 |
6,586
shares
|
$725,579
0.06% of portfolio
|
Q1 2024
Reduced 49.23%
|
|
Gryphon Financial Partners LLC
|
May 01, 2024 Q1 2024 |
6,540
shares
|
$720,511
0.12% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
Cairn Investment Group, Inc.
|
Apr 15, 2024 Q1 2024 |
6,500
shares
|
$716,105
0.41% of portfolio
|
Q1 2024
Reduced 1.37%
|
|
Napatree Capital LLC
Westerly, RI |
May 13, 2024 Q1 2024 |
6,497
shares
|
$715,774
0.69% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
Annandale Capital, LLC
Dallas, TX |
May 14, 2024 Q1 2024 |
6,441
shares
|
$709,604
0.13% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
Erts Wealth Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
6,386
shares
|
$703,545
0.14% of portfolio
|
Q1 2024
Added 232.95%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
6,337
shares
|
$698,147
0.03% of portfolio
|
Q1 2024
Reduced 71.54%
|
|
Teamwork Financial Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
6,325
shares
|
$696,825
0.11% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,302
shares
|
$694,291
0.08% of portfolio
|
Q1 2022
Reduced 13.52%
|
|
Napa Wealth Management
Napa, CA |
Feb 22, 2024 Q4 2023 |
6,283
shares
|
$692,198
0.38% of portfolio
|
Q4 2023
New holding
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
6,235
shares
|
$686,909
0.0% of portfolio
|
Q1 2024
Reduced 6.51%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 08, 2024 Q1 2024 |
6,166
shares
|
$679,308
0.02% of portfolio
|
Q1 2024
Reduced 9.92%
|
|
Wiley Bros. Aintree Capital, LLC
|
Apr 11, 2024 Q1 2024 |
6,148
shares
|
$677,325
0.09% of portfolio
|
Q1 2024
New holding
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
6,100
shares
|
$672,037
0.6% of portfolio
|
Q4 2022
New holding
|
|
Aveo Capital Partners, LLC
|
May 06, 2024 Q1 2024 |
6,076
shares
|
$669,392
0.08% of portfolio
|
Q1 2024
Added 86.04%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
6,030
shares
|
$664,325
0.02% of portfolio
|
Q1 2024
Reduced 53.33%
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
6,021
shares
|
$663,333
0.26% of portfolio
|
Q1 2024
Reduced 27.86%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
5,974
shares
|
$658,155
0.02% of portfolio
|
Q1 2024
Added 2.31%
|
|
Private Capital Management LLC
|
Apr 10, 2024 Q1 2024 |
5,970
shares
|
$657,714
0.13% of portfolio
|
Q1 2024
Reduced 17.6%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 08, 2024 Q1 2024 |
5,915
shares
|
$651,655
0.06% of portfolio
|
Q1 2024
Added 7.39%
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
5,885
shares
|
$648,350
0.05% of portfolio
|
Q1 2024
Reduced 15.29%
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2024 Q1 2024 |
5,869
shares
|
$646,587
0.21% of portfolio
|
Q1 2024
Reduced 4.65%
|