Institutional Ownership I Shares Silver Trust (SLV)
This table provides information about the institutional ownership of I Shares Silver Trust (SLV). We have compiled data on the 1,065 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $3.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
37,030
shares
|
$1.04 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,958
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2023
Reduced 28.87%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
36,823
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 06, 2024 Q3 2024 |
36,524
shares
|
$1.02 Million
0.39% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
35,922
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Added 19.85%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
35,883
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
35,353
shares
|
$991,298
0.02% of portfolio
|
Q3 2024
Added 22.8%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
35,353
shares
|
$991,298
0.13% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Nwi Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
35,000
shares
|
$981,400
0.03% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
34,930
shares
|
$979,437
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
34,400
shares
|
$964,576
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
34,397
shares
|
$964,491
0.06% of portfolio
|
Q3 2024
Reduced 43.39%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
34,222
shares
|
$959,584
0.07% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
34,091
shares
|
$955,911
0.08% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
33,988
shares
|
$953,023
0.07% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
33,815
shares
|
$948,172
0.0% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
33,811
shares
|
$948,060
0.05% of portfolio
|
Q3 2024
Added 54.6%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,800
shares
|
$947,752
0.04% of portfolio
|
Q3 2024
Added 24.72%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
33,504
shares
|
$939,452
0.81% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
33,184
shares
|
$930,479
0.67% of portfolio
|
Q3 2024
Added 237.92%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,127
shares
|
$928,881
0.0% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
32,830
shares
|
$920,553
0.58% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
32,784
shares
|
$919,263
0.61% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
32,681
shares
|
$916,375
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
32,287
shares
|
$905,327
0.0% of portfolio
|
Q4 2024
Added 7.52%
|