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 |
|---|---|---|---|---|---|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
64,544
shares
|
$7.1 Million
3.54% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Nov 07, 2024 Q3 2024 |
62,621
shares
|
$6.89 Million
2.83% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
62,619
shares
|
$6.89 Million
3.03% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
62,599
shares
|
$6.88 Million
0.17% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
60,111
shares
|
$6.61 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
59,850
shares
|
$6.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
58,966
shares
|
$6.49 Million
5.75% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
57,813
shares
|
$6.36 Million
0.42% of portfolio
|
Q4 2023
Added 102.4%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
56,336
shares
|
$6.2 Million
2.85% of portfolio
|
Q3 2024
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
56,084
shares
|
$6.17 Million
2.53% of portfolio
|
Q3 2024
Reduced 38.16%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
54,894
shares
|
$6.04 Million
0.71% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
53,377
shares
|
$5.87 Million
0.66% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
53,204
shares
|
$5.85 Million
0.09% of portfolio
|
Q3 2024
Reduced 37.11%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
53,162
shares
|
$5.85 Million
0.37% of portfolio
|
Q3 2024
Added 160.67%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
52,649
shares
|
$5.79 Million
0.02% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
51,900
shares
|
$5.71 Million
1.08% of portfolio
|
Q1 2024
Added 317.47%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
50,967
shares
|
$5.61 Million
0.16% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
49,439
shares
|
$5.44 Million
0.17% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
49,342
shares
|
$5.43 Million
0.29% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
48,842
shares
|
$5.37 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
48,398
shares
|
$5.32 Million
3.79% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
48,397
shares
|
$5.32 Million
9.84% of portfolio
|
Q3 2022
Added 0.75%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
47,643
shares
|
$5.24 Million
0.32% of portfolio
|
Q2 2022
Reduced 1.53%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
47,369
shares
|
$5.21 Million
0.22% of portfolio
|
Q3 2024
Added 25.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
47,363
shares
|
$5.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.27%
|