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 |
---|---|---|---|---|---|
Cadinha & CO LLC
|
Jul 30, 2024 Q2 2024 |
84,212
shares
|
$9.32 Million
1.73% of portfolio
|
Q2 2024
Reduced 5.05%
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
83,774
shares
|
$9.27 Million
0.12% of portfolio
|
Q2 2024
Added 36.62%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
81,546
shares
|
$9.02 Million
0.24% of portfolio
|
Q2 2024
Added 113.48%
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 23, 2024 Q2 2024 |
80,264
shares
|
$8.88 Million
3.46% of portfolio
|
Q2 2024
Reduced 26.06%
|
|
Crescent Grove Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
80,025
shares
|
$8.85 Million
1.02% of portfolio
|
Q2 2024
Added 513.17%
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
79,775
shares
|
$8.83 Million
0.94% of portfolio
|
Q1 2024
Reduced 19.93%
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
78,178
shares
|
$8.65 Million
0.27% of portfolio
|
Q1 2024
Added 5.14%
|
|
Lowe Brockenbrough & CO Inc
|
Aug 12, 2024 Q2 2024 |
78,106
shares
|
$8.64 Million
0.58% of portfolio
|
Q2 2024
Reduced 11.09%
|
|
Banque Pictet & Cie Sa
|
Jul 25, 2024 Q2 2024 |
77,941
shares
|
$8.62 Million
0.08% of portfolio
|
Q2 2024
Added 28.81%
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
77,041
shares
|
$8.52 Million
6.14% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
76,527
shares
|
$8.47 Million
2.16% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2024 Q2 2024 |
75,969
shares
|
$8.4 Million
4.42% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
75,369
shares
|
$8.34 Million
0.01% of portfolio
|
Q2 2024
Added 25.15%
|
|
Bull Oak Capital, LLC
San Diego, CA |
Jul 18, 2024 Q2 2024 |
74,844
shares
|
$8.28 Million
7.08% of portfolio
|
Q2 2024
Reduced 52.55%
|
|
Amg National Trust Bank
|
Jul 25, 2024 Q2 2024 |
73,995
shares
|
$8.19 Million
0.22% of portfolio
|
Q2 2024
Added 80.08%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
72,543
shares
|
$8.03 Million
0.23% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
71,918
shares
|
$7.96 Million
0.21% of portfolio
|
Q2 2024
Reduced 23.2%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
71,175
shares
|
$7.87 Million
0.01% of portfolio
|
Q2 2024
Added 6.45%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
70,900
shares
|
$7.84 Million
0.11% of portfolio
|
Q2 2024
Reduced 32.07%
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 14, 2024 Q2 2024 |
70,017
shares
|
$7.75 Million
1.91% of portfolio
|
Q2 2024
Added 16.7%
|
|
Hixon Zuercher, LLC
|
Jul 30, 2024 Q2 2024 |
69,900
shares
|
$7.73 Million
3.26% of portfolio
|
Q2 2024
New holding
|
|
Values First Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
69,771
shares
|
$7.72 Million
4.67% of portfolio
|
Q2 2024
Added 1.2%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
69,025
shares
|
$7.64 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Capital Wealth Alliance, LLC
|
Jul 24, 2024 Q2 2024 |
68,853
shares
|
$7.62 Million
4.49% of portfolio
|
Q2 2024
Reduced 7.36%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
68,675
shares
|
$7.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.24%
|