Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 777 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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
2,200
shares
|
$242,440
0.02% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
2,191
shares
|
$241,448
0.02% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,166
shares
|
$238,693
0.0% of portfolio
|
Q4 2024
Reduced 38.33%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
2,165
shares
|
$238,583
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ames National Corp
Ames, IA |
Feb 14, 2025 Q4 2024 |
2,161
shares
|
$238,142
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
2,159
shares
|
$237,921
0.01% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
2,135
shares
|
$235,277
0.12% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
2,110
shares
|
$232,522
0.02% of portfolio
|
Q1 2022
Reduced 5.8%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,101
shares
|
$231,530
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
2,088
shares
|
$230,097
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,086
shares
|
$229,877
0.0% of portfolio
|
Q4 2024
Added 216.06%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
2,086
shares
|
$229,877
0.1% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,046
shares
|
$225,469
0.04% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
2,044
shares
|
$225,248
0.18% of portfolio
|
Q4 2024
Reduced 33.77%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
2,025
shares
|
$223,155
0.04% of portfolio
|
Q4 2024
Reduced 48.75%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$220,400
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
1,999
shares
|
$220,289
0.05% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
1,971
shares
|
$217,204
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,968
shares
|
$216,873
0.07% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,962
shares
|
$216,212
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
1,927
shares
|
$212,355
0.01% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,905
shares
|
$209,931
0.04% of portfolio
|
Q1 2024
Added 110.5%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
1,903
shares
|
$209,710
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,886
shares
|
$207,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
1,885
shares
|
$207,727
0.09% of portfolio
|
Q4 2024
Added 1.18%
|