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 |
|---|---|---|---|---|---|
|
Ltg Capital LLC
|
Nov 01, 2024 Q3 2024 |
3,258
shares
|
$358,314
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
3,248
shares
|
$357,215
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,211
shares
|
$353,145
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,183
shares
|
$350,066
0.02% of portfolio
|
Q3 2024
Added 44.88%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,143
shares
|
$345,667
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
3,118
shares
|
$342,917
0.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
3,086
shares
|
$339,398
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,029
shares
|
$333,129
0.03% of portfolio
|
Q4 2022
Reduced 6.08%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,975
shares
|
$327,190
0.1% of portfolio
|
Q4 2021
Reduced 4.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,963
shares
|
$325,870
0.01% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 23, 2024 Q3 2024 |
2,955
shares
|
$324,990
0.21% of portfolio
|
Q2 2024
Reduced 15.81%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,948
shares
|
$324,221
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
2,946
shares
|
$324,001
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
2,908
shares
|
$319,821
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,802
shares
|
$308,163
0.0% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,800
shares
|
$307,944
0.03% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
2,784
shares
|
$306,184
0.27% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,781
shares
|
$305,854
0.02% of portfolio
|
Q3 2024
Added 34.61%
|
|
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
Nov 14, 2023 Q3 2023 |
2,725
shares
|
$299,695
0.1% of portfolio
|
Q2 2023
Reduced 39.91%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
2,700
shares
|
$296,946
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
2,679
shares
|
$294,636
0.02% of portfolio
|
Q3 2024
Reduced 21.46%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,649
shares
|
$291,337
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,537
shares
|
$279,019
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,527
shares
|
$277,919
0.03% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
2,525
shares
|
$277,699
0.0% of portfolio
|
Q3 2024
New holding
|