Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 713 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
188,170
shares
|
$20.8 Million
3.7% of portfolio
|
Q2 2024
Added 14.1%
|
|
Simon Quick Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
186,509
shares
|
$20.6 Million
1.47% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
Selway Asset Management
Boise, ID |
Aug 14, 2024 Q2 2024 |
180,090
shares
|
$19.9 Million
8.17% of portfolio
|
Q2 2024
Added 7.24%
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
176,989
shares
|
$19.6 Million
3.5% of portfolio
|
Q2 2024
Added 3.85%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
176,323
shares
|
$19.5 Million
17.63% of portfolio
|
Q4 2023
New holding
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Aug 06, 2024 Q2 2024 |
175,736
shares
|
$19.4 Million
3.48% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
172,619
shares
|
$19.1 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
172,173
shares
|
$19 Million
5.05% of portfolio
|
Q2 2024
Added 6.67%
|
|
Seven Post Investment Office LP
San Francisco, CA |
Aug 05, 2024 Q2 2024 |
158,584
shares
|
$17.5 Million
3.26% of portfolio
|
Q2 2024
Added 35.97%
|
|
Onyx Bridge Wealth Group LLC
|
Jul 22, 2024 Q2 2024 |
155,694
shares
|
$17.2 Million
2.91% of portfolio
|
Q2 2024
Added 1.45%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
153,059
shares
|
$16.9 Million
0.89% of portfolio
|
Q2 2024
Added 7.01%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
151,252
shares
|
$16.7 Million
0.69% of portfolio
|
Q2 2024
Added 20.27%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
146,901
shares
|
$16.3 Million
0.18% of portfolio
|
Q2 2024
Added 11.24%
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Jul 26, 2024 Q2 2024 |
145,320
shares
|
$16.1 Million
1.03% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
Svb Wealth LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
142,483
shares
|
$15.8 Million
0.39% of portfolio
|
Q2 2024
Reduced 53.85%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
139,013
shares
|
$15.4 Million
0.02% of portfolio
|
Q2 2024
Added 1.65%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
136,911
shares
|
$15.1 Million
1.26% of portfolio
|
Q3 2023
Reduced 60.33%
|
|
Paragon Capital Management Inc
Provo, UT |
Sep 26, 2024 Q2 2024 |
127,843
shares
|
$14.1 Million
10.78% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
126,455
shares
|
$14 Million
0.2% of portfolio
|
Q2 2024
Reduced 58.72%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
125,860
shares
|
$13.9 Million
3.04% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
123,873
shares
|
$13.7 Million
3.37% of portfolio
|
Q2 2024
Added 49.39%
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
122,841
shares
|
$13.6 Million
1.02% of portfolio
|
Q4 2022
Reduced 1.56%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
122,653
shares
|
$13.6 Million
0.06% of portfolio
|
Q2 2024
Reduced 8.19%
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 01, 2024 Q2 2024 |
122,600
shares
|
$13.6 Million
4.44% of portfolio
|
Q2 2024
Added 3.95%
|
|
Bridge Advisory, LLC
|
Jul 23, 2024 Q2 2024 |
120,112
shares
|
$13.3 Million
6.61% of portfolio
|
Q2 2024
Reduced 23.33%
|