Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 710 institutions that hold shares in the stock, with a total of 94.4 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
18,183,727
shares
|
$2.01 Billion
31.24% of portfolio
|
Q3 2022
Reduced 13.57%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
8,058,782
shares
|
$890 Million
0.02% of portfolio
|
Q1 2024
Added 20.77%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
5,649,429
shares
|
$624 Million
0.05% of portfolio
|
Q1 2024
Reduced 8.32%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
3,484,870
shares
|
$385 Million
0.09% of portfolio
|
Q1 2024
Reduced 8.6%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
3,350,448
shares
|
$370 Million
0.04% of portfolio
|
Q1 2024
Reduced 4.01%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
2,321,718
shares
|
$256 Million
0.06% of portfolio
|
Q1 2024
Added 3.86%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
1,753,306
shares
|
$194 Million
0.52% of portfolio
|
Q1 2024
Reduced 23.21%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,704,574
shares
|
$188 Million
0.1% of portfolio
|
Q1 2024
Added 13.87%
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 13, 2024 Q1 2024 |
1,693,811
shares
|
$187 Million
2.55% of portfolio
|
Q1 2024
Reduced 10.53%
|
|
Bank Of Nova Scotia
|
May 14, 2024 Q1 2024 |
1,606,509
shares
|
$177 Million
0.37% of portfolio
|
Q1 2024
Added 22.61%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,580,747
shares
|
$175 Million
0.02% of portfolio
|
Q1 2024
Reduced 37.07%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,484,145
shares
|
$164 Million
0.06% of portfolio
|
Q1 2024
Reduced 11.06%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,136,928
shares
|
$126 Million
0.03% of portfolio
|
Q1 2024
Reduced 17.8%
|
|
Divergent Wealth Advisors
|
May 10, 2024 Q1 2024 |
1,035,678
shares
|
$114 Million
22.9% of portfolio
|
Q1 2024
Added 59.61%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
999,904
shares
|
$110 Million
0.17% of portfolio
|
Q1 2024
Reduced 33.88%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
992,056
shares
|
$110 Million
0.17% of portfolio
|
Q1 2024
Added 5.39%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
952,662
shares
|
$105 Million
0.28% of portfolio
|
Q1 2024
Added 26.26%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
861,955
shares
|
$95.2 Million
0.22% of portfolio
|
Q1 2024
Reduced 4.62%
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
772,547
shares
|
$85.3 Million
1.65% of portfolio
|
Q2 2022
Reduced 5.87%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
705,000
shares
|
$77.8 Million
0.12% of portfolio
|
Q4 2023
Added 54.3%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
697,803
shares
|
$77.1 Million
9.1% of portfolio
|
Q1 2024
Added 1.96%
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
May 06, 2024 Q1 2024 |
657,489
shares
|
$72.6 Million
41.54% of portfolio
|
Q1 2024
Added 31.71%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
647,685
shares
|
$71.5 Million
0.52% of portfolio
|
Q1 2024
New holding
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 09, 2024 Q1 2024 |
620,449
shares
|
$68.5 Million
4.82% of portfolio
|
Q1 2024
Reduced 14.75%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
569,660
shares
|
$62.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 13.49%
|