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 |
---|---|---|---|---|---|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
49,134
shares
|
$5.44 Million
2.05% of portfolio
|
Q2 2024
Reduced 7.56%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
48,696
shares
|
$5.39 Million
0.16% of portfolio
|
Q2 2024
Reduced 33.42%
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
48,397
shares
|
$5.35 Million
9.84% of portfolio
|
Q3 2022
Added 0.75%
|
|
Calamos Wealth Management LLC
|
Jul 25, 2024 Q2 2024 |
48,213
shares
|
$5.33 Million
0.29% of portfolio
|
Q2 2024
Reduced 11.04%
|
|
Ritholtz Wealth Management
|
Jul 31, 2024 Q2 2024 |
48,109
shares
|
$5.32 Million
0.18% of portfolio
|
Q2 2024
Added 3.17%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
48,046
shares
|
$5.32 Million
0.19% of portfolio
|
Q2 2024
Added 23.46%
|
|
Sol Capital Management CO
|
Jul 23, 2024 Q2 2024 |
47,847
shares
|
$5.29 Million
0.63% of portfolio
|
Q2 2024
Added 82.39%
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
47,643
shares
|
$5.27 Million
0.32% of portfolio
|
Q2 2022
Reduced 1.53%
|
|
James Investment Research Inc
|
Jul 30, 2024 Q2 2024 |
47,376
shares
|
$5.24 Million
0.63% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
46,052
shares
|
$5.09 Million
3.3% of portfolio
|
Q3 2022
Reduced 1.22%
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 12, 2024 Q2 2024 |
45,938
shares
|
$5.08 Million
1.22% of portfolio
|
Q2 2024
New holding
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
45,337
shares
|
$5.02 Million
2.04% of portfolio
|
Q2 2024
Reduced 6.92%
|
|
Destiny Wealth Partners, LLC
|
Jul 25, 2024 Q2 2024 |
44,199
shares
|
$4.89 Million
0.94% of portfolio
|
Q2 2024
Reduced 73.56%
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 01, 2024 Q2 2024 |
44,193
shares
|
$4.89 Million
3.87% of portfolio
|
Q2 2024
Reduced 78.71%
|
|
Astor Investment Management LLC
|
Jul 31, 2024 Q2 2024 |
44,037
shares
|
$4.87 Million
2.58% of portfolio
|
Q2 2024
Reduced 20.94%
|
|
Investment House LLC
Las Vegas, NV |
Jul 22, 2024 Q2 2024 |
43,645
shares
|
$4.83 Million
0.28% of portfolio
|
Q2 2024
Added 0.67%
|
|
Nisa Investment Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
42,900
shares
|
$4.75 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
42,760
shares
|
$4.73 Million
0.62% of portfolio
|
Q2 2024
Added 191.4%
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
42,306
shares
|
$4.68 Million
0.1% of portfolio
|
Q2 2024
Added 32.18%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
42,192
shares
|
$4.67 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.02%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
42,115
shares
|
$4.66 Million
0.14% of portfolio
|
Q2 2024
Added 8.52%
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
41,755
shares
|
$4.62 Million
0.01% of portfolio
|
Q2 2024
Reduced 18.98%
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 01, 2024 Q2 2024 |
41,569
shares
|
$4.6 Million
2.67% of portfolio
|
Q2 2024
Added 2.47%
|
|
Copperwynd Financial, LLC
|
Aug 15, 2024 Q2 2024 |
41,232
shares
|
$4.56 Million
1.43% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
41,027
shares
|
$4.54 Million
0.12% of portfolio
|
Q2 2024
Added 84.42%
|