Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 710 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 |
---|---|---|---|---|---|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
150
shares
|
$16,575
0.0% of portfolio
|
Q3 2023
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
141
shares
|
$15,580
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 14, 2024 Q1 2024 |
137
shares
|
$15,138
0.0% of portfolio
|
Q4 2023
Reduced 85.98%
|
|
Asset Management One Co., Ltd.
|
May 02, 2024 Q1 2024 |
129
shares
|
$14,254
0.0% of portfolio
|
Q1 2023
New holding
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
May 06, 2024 Q1 2024 |
121
shares
|
$13,370
0.01% of portfolio
|
Q1 2024
Added 0.83%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
120
shares
|
$13,260
0.01% of portfolio
|
Q4 2023
New holding
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 03, 2024 Q1 2024 |
111
shares
|
$12,265
0.0% of portfolio
|
Q1 2024
Added 311.11%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
108
shares
|
$11,934
0.0% of portfolio
|
Q2 2023
Added 730.77%
|
|
Eagle Bay Advisors LLC
New York, NY |
May 08, 2024 Q1 2024 |
105
shares
|
$11,602
0.01% of portfolio
|
Q1 2024
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
85
shares
|
$9,392
0.0% of portfolio
|
Q1 2024
Added 102.38%
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2024 Q1 2024 |
70
shares
|
$7,735
0.0% of portfolio
|
Q2 2023
New holding
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2024 Q1 2024 |
69
shares
|
$7,624
0.0% of portfolio
|
Q4 2023
Reduced 92.35%
|
|
South State Corp
|
May 06, 2024 Q1 2024 |
64
shares
|
$7,072
0.0% of portfolio
|
Q4 2023
Added 39.13%
|
|
Family Asset Management, LLC
Charleston, SC |
May 14, 2024 Q1 2024 |
50
shares
|
$5,525
0.0% of portfolio
|
Q1 2024
Reduced 43.82%
|
|
Decision Point Financial, LLC
Mesa, AZ |
Apr 30, 2024 Q1 2024 |
50
shares
|
$5,525
0.0% of portfolio
|
Q1 2024
New holding
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
41
shares
|
$4,530
0.0% of portfolio
|
Q4 2023
Reduced 99.86%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
41
shares
|
$4,530
0.0% of portfolio
|
Q2 2022
Reduced 99.9%
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 06, 2024 Q1 2024 |
39
shares
|
$4,309
0.0% of portfolio
|
Q1 2024
Reduced 63.55%
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
38
shares
|
$4,199
0.0% of portfolio
|
Q1 2024
New holding
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Apr 16, 2024 Q1 2024 |
37
shares
|
$4,088
0.0% of portfolio
|
Q1 2024
Reduced 22.92%
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
35
shares
|
$3,867
0.0% of portfolio
|
Q1 2021
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
34
shares
|
$3,757
0.0% of portfolio
|
Q1 2024
Reduced 75.54%
|
|
Vima LLC
Troy, MI |
May 17, 2024 Q1 2024 |
30
shares
|
$3,315
0.0% of portfolio
|
Q4 2023
Added 2900.0%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Jun 21, 2024 Q1 2024 |
19
shares
|
$2,099
0.0% of portfolio
|
Q1 2024
Reduced 92.94%
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 23, 2024 Q1 2024 |
17
shares
|
$1,878
0.0% of portfolio
|
Q1 2024
New holding
|