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 |
---|---|---|---|---|---|
Horst & Graben Wealth Management LLC
|
Apr 22, 2024 Q1 2024 |
5,868
shares
|
$646,066
0.14% of portfolio
|
Q1 2024
Reduced 11.65%
|
|
Inscription Capital, LLC
Houston, TX |
Apr 10, 2024 Q1 2024 |
5,837
shares
|
$642,653
0.22% of portfolio
|
Q1 2024
New holding
|
|
Signature Securities Group Corporation
|
Apr 15, 2024 Q1 2024 |
5,748
shares
|
$632,854
0.18% of portfolio
|
Q1 2024
Reduced 54.86%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 16, 2024 Q1 2024 |
5,740
shares
|
$631,974
0.04% of portfolio
|
Q1 2024
Added 19.04%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
5,709
shares
|
$628,560
0.24% of portfolio
|
Q1 2024
Reduced 49.05%
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
5,671
shares
|
$624,377
0.09% of portfolio
|
Q1 2024
Added 78.84%
|
|
Leo Wealth, LLC
Hurst, TX |
May 09, 2024 Q1 2024 |
5,639
shares
|
$620,853
0.06% of portfolio
|
Q4 2023
New holding
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,639
shares
|
$620,853
0.07% of portfolio
|
Q1 2023
Added 130.73%
|
|
Cypress Wealth Services, LLC
|
Apr 15, 2024 Q1 2024 |
5,604
shares
|
$617,000
0.15% of portfolio
|
Q1 2024
Reduced 33.74%
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
5,600
shares
|
$616,560
0.66% of portfolio
|
Q3 2022
Reduced 20.29%
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 19, 2024 Q1 2024 |
5,584
shares
|
$614,798
0.04% of portfolio
|
Q1 2024
Added 106.66%
|
|
Argent Trust CO
Nashville, TN |
May 10, 2024 Q1 2024 |
5,559
shares
|
$612,045
0.03% of portfolio
|
Q3 2023
Reduced 20.69%
|
|
Retireful, LLC
|
Apr 22, 2024 Q1 2024 |
5,559
shares
|
$612,045
0.26% of portfolio
|
Q1 2024
New holding
|
|
Golden State Equity Partners
South Coast Metro, CA |
Feb 02, 2024 Q4 2023 |
5,470
shares
|
$602,247
0.15% of portfolio
|
Q4 2023
Reduced 43.9%
|
|
Pecaut & Co.
|
May 07, 2024 Q1 2024 |
5,393
shares
|
$593,769
0.23% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
5,393
shares
|
$593,769
0.04% of portfolio
|
Q1 2024
New holding
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 09, 2024 Q1 2024 |
5,387
shares
|
$593,108
0.15% of portfolio
|
Q1 2024
Added 53.96%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
5,372
shares
|
$591,457
0.03% of portfolio
|
Q1 2024
Reduced 58.47%
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
5,369
shares
|
$591,126
0.02% of portfolio
|
Q1 2024
Reduced 12.91%
|
|
Investment Advisory Group, LLC
|
Apr 29, 2024 Q1 2024 |
5,290
shares
|
$582,429
0.24% of portfolio
|
Q1 2023
Added 1.93%
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,260
shares
|
$579,126
0.01% of portfolio
|
Q1 2024
Reduced 56.97%
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 15, 2024 Q1 2024 |
5,208
shares
|
$573,400
0.18% of portfolio
|
Q1 2024
New holding
|
|
Castle Rock Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
5,200
shares
|
$572,520
0.16% of portfolio
|
Q1 2024
Added 17.35%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,175
shares
|
$569,767
0.09% of portfolio
|
Q2 2023
New holding
|
|
Brighton Jones LLC
|
May 09, 2024 Q1 2024 |
5,149
shares
|
$566,904
0.02% of portfolio
|
Q1 2024
Reduced 0.02%
|