Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 772 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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
53
shares
|
$5,846
0.0% of portfolio
|
Q3 2024
Reduced 69.54%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
47
shares
|
$5,185
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
42
shares
|
$4,633
0.0% of portfolio
|
Q4 2024
Reduced 34.38%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
41
shares
|
$4,523
0.01% of portfolio
|
Q3 2024
Reduced 94.29%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
41
shares
|
$4,523
0.0% of portfolio
|
Q2 2022
Reduced 99.9%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
35
shares
|
$3,861
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
23
shares
|
$2,537
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
16
shares
|
$1,765
0.0% of portfolio
|
Q2 2023
Reduced 95.63%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
15
shares
|
$1,654
0.0% of portfolio
|
Q3 2024
Reduced 96.45%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
14
shares
|
$1,544
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
11
shares
|
$1,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
11
shares
|
$1,213
0.0% of portfolio
|
Q3 2024
Reduced 98.16%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
11
shares
|
$1,213
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
11
shares
|
$1,213
0.0% of portfolio
|
Q3 2024
Reduced 94.53%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
10
shares
|
$1,103
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
8
shares
|
$882
0.0% of portfolio
|
Q1 2024
Added 1062.5%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
3
shares
|
$330
0.01% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
3
shares
|
$330
0.0% of portfolio
|
Q3 2023
Reduced 99.83%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
3
shares
|
$330
0.0% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
1
shares
|
$110
0.0% of portfolio
|
Q4 2024
Reduced 98.89%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|