Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 802 institutions that hold shares in the stock, with a total of 102 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 |
|---|---|---|---|---|---|
|
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 |
Aug 13, 2024 Q2 2024 |
7,582,460
shares
|
$837 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.91%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,208,081
shares
|
$575 Million
0.04% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,838,638
shares
|
$424 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,593,340
shares
|
$286 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,126,145
shares
|
$235 Million
0.1% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,831,952
shares
|
$202 Million
0.02% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
1,534,178
shares
|
$169 Million
0.48% of portfolio
|
Q1 2025
Added 108.44%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
1,518,005
shares
|
$168 Million
1.71% of portfolio
|
Q1 2025
Added 19.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,517,183
shares
|
$168 Million
0.34% of portfolio
|
Q1 2025
Added 25.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,416,054
shares
|
$156 Million
0.06% of portfolio
|
Q1 2025
Added 26.05%
|
|
|
Marks Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
1,410,201
shares
|
$156 Million
57.18% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,266,215
shares
|
$140 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
1,156,791
shares
|
$128 Million
23.44% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,118,795
shares
|
$124 Million
0.29% of portfolio
|
Q1 2025
Reduced 14.15%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
1,040,800
shares
|
$115 Million
0.18% of portfolio
|
Q1 2025
Added 24.19%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,014,955
shares
|
$112 Million
0.18% of portfolio
|
Q1 2025
Added 41.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,005,848
shares
|
$111 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
993,179
shares
|
$110 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Apr 28, 2025 Q1 2025 |
978,200
shares
|
$108 Million
57.86% of portfolio
|
Q1 2025
Added 48.93%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
946,779
shares
|
$105 Million
8.4% of portfolio
|
Q1 2025
Added 813.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
872,749
shares
|
$96.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
857,426
shares
|
$94.7 Million
7.51% of portfolio
|
Q1 2025
Reduced 27.99%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
817,751
shares
|
$90.3 Million
6.31% of portfolio
|
Q1 2025
Added 1523.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
777,566
shares
|
$85.9 Million
0.02% of portfolio
|
Q1 2025
Added 5.35%
|