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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
6,050
shares
|
$665,379
0.11% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,906
shares
|
$649,541
0.0% of portfolio
|
Q3 2024
Added 39.1%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
5,867
shares
|
$645,252
0.07% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
5,864
shares
|
$644,922
0.15% of portfolio
|
Q3 2024
Reduced 72.02%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
5,841
shares
|
$642,393
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,723
shares
|
$629,415
0.09% of portfolio
|
Q3 2024
Added 43.9%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,677
shares
|
$624,356
0.01% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
5,651
shares
|
$621,496
0.08% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
5,639
shares
|
$620,177
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,639
shares
|
$620,177
0.07% of portfolio
|
Q1 2023
Added 130.73%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
5,629
shares
|
$619,077
0.18% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
5,600
shares
|
$615,888
0.66% of portfolio
|
Q3 2022
Reduced 20.29%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
5,593
shares
|
$615,118
0.4% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
5,584
shares
|
$614,128
0.04% of portfolio
|
Q1 2024
Added 106.66%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
5,577
shares
|
$613,358
0.03% of portfolio
|
Q3 2024
Added 25.69%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,567
shares
|
$612,258
0.04% of portfolio
|
Q3 2024
Reduced 18.48%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
5,551
shares
|
$610,498
0.02% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
5,500
shares
|
$604,890
0.23% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
5,393
shares
|
$593,122
0.22% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,384
shares
|
$592,132
0.03% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
5,304
shares
|
$583,333
0.3% of portfolio
|
Q3 2024
Added 89.16%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
5,270
shares
|
$579,594
0.1% of portfolio
|
Q3 2024
Added 18.77%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,260
shares
|
$578,494
0.01% of portfolio
|
Q1 2024
Reduced 56.97%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
5,250
shares
|
$577,395
0.21% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
5,202
shares
|
$572,115
0.02% of portfolio
|
Q3 2024
Reduced 0.86%
|