Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 778 institutions that hold shares in the stock, with a total of 94.5 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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,425
shares
|
$377,777
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
3,422
shares
|
$377,446
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,404
shares
|
$375,461
0.08% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
3,345
shares
|
$368,953
0.14% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
3,337
shares
|
$368,071
0.02% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
3,320
shares
|
$366,196
0.07% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
3,308
shares
|
$364,872
0.16% of portfolio
|
Q4 2024
Added 41.13%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
3,291
shares
|
$362,997
0.09% of portfolio
|
Q3 2023
Reduced 30.5%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
3,284
shares
|
$362,225
0.27% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
3,283
shares
|
$362,114
0.15% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
3,258
shares
|
$359,357
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,252
shares
|
$358,695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,252
shares
|
$358,695
0.0% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
3,211
shares
|
$354,173
0.0% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
3,200
shares
|
$352,960
0.1% of portfolio
|
Q4 2024
Reduced 92.22%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
3,170
shares
|
$349,651
0.05% of portfolio
|
Q4 2024
Added 26.75%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
3,163
shares
|
$348,878
0.01% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,138
shares
|
$346,121
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,053
shares
|
$336,745
0.01% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,029
shares
|
$334,098
0.03% of portfolio
|
Q4 2022
Reduced 6.08%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,980
shares
|
$328,694
0.02% of portfolio
|
Q4 2024
Added 198.0%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
2,977
shares
|
$328,363
0.01% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,975
shares
|
$328,142
0.1% of portfolio
|
Q4 2021
Reduced 4.8%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
2,962
shares
|
$326,708
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jan 27, 2025 Q4 2024 |
2,955
shares
|
$325,936
0.21% of portfolio
|
Q2 2024
Reduced 15.81%
|