SHV — ISHARES TR

Ownership history in Beckerman Institutional, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in ISHARES TR (SHV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.29% (2024 Q3)
Avg. % of fund
0.18%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,834 -134 -6.8% 0.12% $203K $108.41
2025 Q2 REDUCED 1,968 -131 -6.2% 0.14% $217K $107.23
2025 Q1 ADDED 2,099 +55 +2.7% 0.17% $232K $106.15
2024 Q4 REDUCED 2,044 -1,042 -33.8% 0.18% $225K $105.08
2024 Q3 INITIATED 3,086 — — 0.29% $341K $103.91
% of Fund (quarterly)    SHV price (monthly, adj. close)

Other funds also holding SHV

As of 2025 Q4 — sorted by position size

Hansen & Associates Financial Group, Inc. 29.71% Legacy Advisory Services, LLC 20.25% Client First Capital LLC 3Y 15.24% Able Wealth Management LLC 12.9% Bull Oak Capital, LLC 9.96% Allred Capital Management, LLC 3Y 7Y 9.63% PARAGON CAPITAL MANAGEMENT INC 8.53% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 7.52% White Lighthouse Investment Management Inc. 3Y 7Y 7.26% Bulltick Wealth Management, LLC 7.18%
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