Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 725 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
84,360
shares
|
$9.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.6%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
82,778
shares
|
$9.1 Million
0.26% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
81,049
shares
|
$8.91 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
80,000
shares
|
$8.8 Million
3.64% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
79,775
shares
|
$8.77 Million
0.94% of portfolio
|
Q1 2024
Reduced 19.93%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
78,283
shares
|
$8.61 Million
0.56% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
77,392
shares
|
$8.51 Million
3.38% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
76,905
shares
|
$8.46 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
76,588
shares
|
$8.42 Million
1.91% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
75,805
shares
|
$8.34 Million
2.21% of portfolio
|
Q3 2024
Added 26.57%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Oct 15, 2024 Q3 2024 |
74,448
shares
|
$8.19 Million
4.12% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
73,317
shares
|
$8.06 Million
0.11% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
72,543
shares
|
$7.98 Million
0.23% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
71,822
shares
|
$7.9 Million
0.62% of portfolio
|
Q3 2024
Added 86.36%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
71,055
shares
|
$7.81 Million
5.22% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
70,121
shares
|
$7.71 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
70,000
shares
|
$7.7 Million
1.34% of portfolio
|
Q3 2024
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
69,401
shares
|
$7.63 Million
0.01% of portfolio
|
Q3 2024
Added 23.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
69,037
shares
|
$7.59 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
68,872
shares
|
$7.57 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
67,734
shares
|
$7.45 Million
0.08% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
66,901
shares
|
$7.36 Million
0.21% of portfolio
|
Q3 2024
Reduced 17.96%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
66,597
shares
|
$7.32 Million
1.74% of portfolio
|
Q3 2024
Reduced 24.41%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
65,734
shares
|
$7.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
65,531
shares
|
$7.21 Million
6.72% of portfolio
|
Q3 2024
Added 71.61%
|