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 |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
38,830
shares
|
$4.27 Million
0.3% of portfolio
|
Q3 2024
Reduced 86.51%
|
|
|
Hixon Zuercher, LLC
|
Oct 30, 2024 Q3 2024 |
38,147
shares
|
$4.2 Million
1.66% of portfolio
|
Q3 2024
Reduced 45.43%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
37,329
shares
|
$4.11 Million
0.81% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
37,228
shares
|
$4.09 Million
0.92% of portfolio
|
Q3 2024
Added 42.48%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
37,077
shares
|
$4.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 24.55%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
35,856
shares
|
$3.94 Million
0.25% of portfolio
|
Q3 2022
Added 99.01%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
35,345
shares
|
$3.89 Million
2.6% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
35,314
shares
|
$3.88 Million
0.05% of portfolio
|
Q2 2022
Reduced 18.27%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
35,059
shares
|
$3.86 Million
0.4% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
34,998
shares
|
$3.85 Million
1.41% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
34,897
shares
|
$3.84 Million
0.39% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
34,851
shares
|
$3.83 Million
0.13% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
34,570
shares
|
$3.8 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
33,560
shares
|
$3.69 Million
0.64% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
32,980
shares
|
$3.63 Million
0.02% of portfolio
|
Q3 2024
Added 40.09%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
32,775
shares
|
$3.6 Million
0.38% of portfolio
|
Q3 2024
Reduced 18.74%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
32,497
shares
|
$3.57 Million
0.45% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
31,884
shares
|
$3.51 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
31,772
shares
|
$3.49 Million
2.05% of portfolio
|
Q3 2024
Reduced 57.55%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
31,186
shares
|
$3.43 Million
0.04% of portfolio
|
Q3 2024
Reduced 69.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
31,146
shares
|
$3.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.29%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
31,096
shares
|
$3.42 Million
1.74% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
30,856
shares
|
$3.39 Million
1.04% of portfolio
|
Q1 2023
Reduced 7.28%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
30,410
shares
|
$3.34 Million
0.04% of portfolio
|
Q3 2024
Added 296.63%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
30,323
shares
|
$3.33 Million
0.16% of portfolio
|
Q3 2024
Added 131.74%
|