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 |
---|---|---|---|---|---|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
May 02, 2024 Q1 2024 |
5,112
shares
|
$562,831
0.32% of portfolio
|
Q1 2024
Reduced 6.32%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
May 03, 2024 Q1 2024 |
5,019
shares
|
$552,591
0.03% of portfolio
|
Q1 2024
Reduced 13.06%
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
May 15, 2024 Q1 2024 |
5,000
shares
|
$550,500
0.16% of portfolio
|
Q3 2023
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
4,973
shares
|
$547,527
0.01% of portfolio
|
Q1 2024
Added 27.58%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
4,935
shares
|
$543,343
0.02% of portfolio
|
Q1 2024
Added 38.7%
|
|
Tsa Wealth Managment LLC
Houston, TX |
May 08, 2024 Q1 2024 |
4,922
shares
|
$541,912
0.24% of portfolio
|
Q1 2024
Reduced 74.61%
|
|
Sinecera Capital, LLC
|
Apr 15, 2024 Q1 2024 |
4,847
shares
|
$533,654
0.77% of portfolio
|
Q1 2024
Added 19.68%
|
|
Advisor Os, LLC
|
May 08, 2024 Q1 2024 |
4,801
shares
|
$528,590
0.06% of portfolio
|
Q1 2024
Reduced 58.9%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
4,792
shares
|
$527,599
0.0% of portfolio
|
Q1 2024
Reduced 76.68%
|
|
Smith, Moore & Co.
Clayton, MO |
May 10, 2024 Q1 2024 |
4,760
shares
|
$524,076
0.06% of portfolio
|
Q1 2024
Reduced 40.12%
|
|
Tru Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
4,760
shares
|
$524,076
0.04% of portfolio
|
Q1 2024
Reduced 26.58%
|
|
Evanson Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
4,753
shares
|
$523,305
0.04% of portfolio
|
Q1 2024
New holding
|
|
Woodward Diversified Capital, LLC
|
Apr 30, 2024 Q1 2024 |
4,660
shares
|
$513,066
0.34% of portfolio
|
Q1 2024
Reduced 25.19%
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 15, 2024 Q1 2024 |
4,646
shares
|
$511,524
0.06% of portfolio
|
Q2 2021
Added 12.06%
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
4,607
shares
|
$507,230
0.0% of portfolio
|
Q1 2024
Reduced 97.24%
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 19, 2024 Q1 2024 |
4,540
shares
|
$499,854
0.14% of portfolio
|
Q1 2024
New holding
|
|
Mas Advisors LLC
Miami, FL |
May 10, 2024 Q1 2024 |
4,534
shares
|
$499,193
0.58% of portfolio
|
Q3 2023
New holding
|
|
River & Mercantile LLC
Waltham, MA |
May 08, 2024 Q1 2024 |
4,522
shares
|
$497,872
0.13% of portfolio
|
Q4 2023
New holding
|
|
Black Diamond Financial, LLC
|
May 06, 2024 Q1 2024 |
4,493
shares
|
$494,679
0.13% of portfolio
|
Q4 2023
Added 61.97%
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
May 15, 2024 Q1 2024 |
4,467
shares
|
$491,816
0.15% of portfolio
|
Q1 2024
Added 0.79%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
4,430
shares
|
$487,743
0.02% of portfolio
|
Q1 2024
Reduced 47.42%
|
|
Patriot Investment Management Inc.
|
Apr 16, 2024 Q1 2024 |
4,426
shares
|
$487,302
0.04% of portfolio
|
Q1 2024
Reduced 5.81%
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
4,412
shares
|
$485,761
0.42% of portfolio
|
Q4 2023
New holding
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,405
shares
|
$484,990
0.23% of portfolio
|
Q4 2023
Reduced 41.64%
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 15, 2024 Q1 2024 |
4,364
shares
|
$480,476
0.41% of portfolio
|
Q1 2024
Reduced 72.13%
|