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 |
---|---|---|---|---|---|
Keel Point, LLC
Huntsville, AL |
Apr 16, 2024 Q1 2024 |
3,089
shares
|
$340,006
0.03% of portfolio
|
Q3 2023
Reduced 42.34%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
3,064
shares
|
$337,254
0.03% of portfolio
|
Q1 2024
Added 4.08%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
3,039
shares
|
$334,502
0.01% of portfolio
|
Q1 2024
New holding
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,029
shares
|
$333,402
0.03% of portfolio
|
Q4 2022
Reduced 6.08%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,975
shares
|
$327,458
0.1% of portfolio
|
Q4 2021
Reduced 4.8%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,948
shares
|
$324,486
0.26% of portfolio
|
Q2 2022
New holding
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
2,800
shares
|
$308,196
0.03% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
Charter Oak Capital Management, LLC
|
Apr 23, 2024 Q1 2024 |
2,762
shares
|
$304,013
0.03% of portfolio
|
Q1 2024
Reduced 24.33%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
2,759
shares
|
$303,683
0.02% of portfolio
|
Q1 2024
New holding
|
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
Nov 14, 2023 Q3 2023 |
2,725
shares
|
$299,940
0.1% of portfolio
|
Q2 2023
Reduced 39.91%
|
|
Avidian Wealth Solutions, LLC
|
May 03, 2024 Q1 2024 |
2,710
shares
|
$298,289
0.02% of portfolio
|
Q1 2024
Reduced 8.42%
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
May 01, 2024 Q1 2024 |
2,700
shares
|
$297,189
0.05% of portfolio
|
Q4 2023
Reduced 5.26%
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 24, 2024 Q1 2024 |
2,680
shares
|
$294,987
0.24% of portfolio
|
Q1 2024
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
2,661
shares
|
$292,896
0.01% of portfolio
|
Q1 2024
Reduced 21.11%
|
|
Pacific Financial Group Inc
|
May 09, 2024 Q1 2024 |
2,622
shares
|
$288,603
0.2% of portfolio
|
Q1 2024
Reduced 62.84%
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
2,589
shares
|
$284,971
0.02% of portfolio
|
Q1 2024
Reduced 18.38%
|
|
Intergy Private Wealth, LLC
|
Apr 24, 2024 Q1 2024 |
2,568
shares
|
$282,659
0.12% of portfolio
|
Q4 2023
Added 1.99%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 18, 2024 Q1 2024 |
2,553
shares
|
$281,008
0.02% of portfolio
|
Q1 2024
Reduced 7.6%
|
|
Schrum Private Wealth Management LLC
|
May 02, 2024 Q1 2024 |
2,550
shares
|
$280,678
0.26% of portfolio
|
Q1 2024
Reduced 2.07%
|
|
Quantinno Capital Management LP
New York, NY |
May 14, 2024 Q1 2024 |
2,502
shares
|
$275,395
0.01% of portfolio
|
Q3 2023
Reduced 59.95%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
2,483
shares
|
$273,303
0.0% of portfolio
|
Q1 2024
Reduced 31.69%
|
|
Beacon Financial Group
|
May 07, 2024 Q1 2024 |
2,473
shares
|
$272,203
0.03% of portfolio
|
Q1 2024
Reduced 14.96%
|
|
Pb Mares Wealth Management LLC
|
Apr 29, 2024 Q1 2024 |
2,456
shares
|
$270,331
0.07% of portfolio
|
Q1 2024
Reduced 7.6%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2024 Q1 2024 |
2,450
shares
|
$269,671
0.22% of portfolio
|
Q4 2023
New holding
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 15, 2024 Q1 2024 |
2,448
shares
|
$269,451
0.07% of portfolio
|
Q1 2024
New holding
|