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 |
|---|---|---|---|---|---|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
7,055
shares
|
$775,908
0.29% of portfolio
|
Q3 2024
Reduced 49.75%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
6,827
shares
|
$750,833
0.31% of portfolio
|
Q3 2024
Reduced 27.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,772
shares
|
$744,784
0.02% of portfolio
|
Q3 2024
Reduced 21.41%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
6,750
shares
|
$742,365
0.4% of portfolio
|
Q1 2023
Reduced 53.29%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
6,708
shares
|
$737,745
0.1% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
6,700
shares
|
$736,866
0.0% of portfolio
|
Q3 2024
Added 1395.54%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
6,657
shares
|
$732,136
0.12% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Sicart Associates LLC
|
Oct 25, 2024 Q3 2024 |
6,650
shares
|
$731,367
0.27% of portfolio
|
Q2 2024
Reduced 47.22%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
6,597
shares
|
$725,538
1.01% of portfolio
|
Q4 2021
Reduced 20.15%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
6,578
shares
|
$723,448
0.1% of portfolio
|
Q3 2024
Added 49.4%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,530
shares
|
$718,169
0.05% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
6,434
shares
|
$707,611
0.1% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
6,425
shares
|
$706,621
0.26% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
6,372
shares
|
$700,792
0.07% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
6,326
shares
|
$695,733
0.04% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,302
shares
|
$693,093
0.08% of portfolio
|
Q1 2022
Reduced 13.52%
|
|
|
Cairn Investment Group, Inc.
|
Oct 17, 2024 Q3 2024 |
6,300
shares
|
$692,874
0.39% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,291
shares
|
$691,884
0.13% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,238
shares
|
$686,055
0.09% of portfolio
|
Q3 2024
Reduced 38.21%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,218
shares
|
$683,855
0.02% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
6,210
shares
|
$682,975
0.12% of portfolio
|
Q3 2024
Reduced 69.14%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
6,172
shares
|
$678,796
0.29% of portfolio
|
Q2 2024
Reduced 20.96%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,170
shares
|
$678,576
0.04% of portfolio
|
Q3 2024
Reduced 44.18%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
6,157
shares
|
$677,146
0.02% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
6,155
shares
|
$676,926
0.03% of portfolio
|
Q3 2024
Reduced 15.0%
|