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 |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
3,729
shares
|
$410,115
0.04% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,691
shares
|
$405,936
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
3,645
shares
|
$400,877
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
3,644
shares
|
$400,767
0.2% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
3,635
shares
|
$399,777
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
3,632
shares
|
$399,447
0.04% of portfolio
|
Q3 2024
Reduced 16.91%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
3,627
shares
|
$398,897
0.17% of portfolio
|
Q1 2024
Reduced 69.42%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
3,600
shares
|
$395,928
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,512
shares
|
$386,249
0.01% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,496
shares
|
$384,490
0.01% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
3,465
shares
|
$381,080
0.04% of portfolio
|
Q3 2024
Reduced 23.09%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,459
shares
|
$380,420
0.02% of portfolio
|
Q3 2024
Reduced 37.78%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
3,446
shares
|
$378,991
0.01% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
3,431
shares
|
$377,341
0.21% of portfolio
|
Q3 2024
Added 30.31%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,425
shares
|
$376,681
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
3,419
shares
|
$376,021
0.27% of portfolio
|
Q3 2024
Added 54.5%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
3,402
shares
|
$374,151
0.08% of portfolio
|
Q3 2024
Reduced 34.68%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
3,350
shares
|
$368,433
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,347
shares
|
$368,103
0.0% of portfolio
|
Q3 2024
Reduced 20.97%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
3,323
shares
|
$365,463
0.14% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
3,313
shares
|
$364,363
0.16% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
3,291
shares
|
$361,944
0.1% of portfolio
|
Q3 2023
Reduced 30.5%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
3,284
shares
|
$361,174
0.27% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
3,279
shares
|
$360,624
0.0% of portfolio
|
Q3 2024
Reduced 26.25%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,275
shares
|
$360,184
0.02% of portfolio
|
Q3 2024
Reduced 12.6%
|