Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 782 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 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
|
$836 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.91%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
5,974,097
shares
|
$659 Million
0.04% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
5,502,299
shares
|
$607 Million
0.12% of portfolio
|
Q3 2025
Added 20.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,195,036
shares
|
$352 Million
0.02% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,583,945
shares
|
$285 Million
0.09% of portfolio
|
Q3 2025
Added 19.99%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
2,499,911
shares
|
$276 Million
12.68% of portfolio
|
Q3 2025
Added 191.56%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,154,863
shares
|
$238 Million
0.04% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
1,960,677
shares
|
$216 Million
0.52% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,508,599
shares
|
$166 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,503,860
shares
|
$166 Million
0.27% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,351,522
shares
|
$149 Million
0.05% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
1,245,071
shares
|
$137 Million
1.07% of portfolio
|
Q3 2025
Reduced 19.4%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
1,156,791
shares
|
$128 Million
23.44% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,028,667
shares
|
$113 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
945,856
shares
|
$104 Million
0.02% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
872,749
shares
|
$96.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
868,428
shares
|
$95.8 Million
0.12% of portfolio
|
Q3 2025
Added 19.76%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
781,837
shares
|
$86.2 Million
0.17% of portfolio
|
Q3 2025
Reduced 9.65%
|
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
772,547
shares
|
$85.2 Million
1.65% of portfolio
|
Q2 2022
Reduced 5.87%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
764,455
shares
|
$84.3 Million
9.01% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
709,023
shares
|
$78.2 Million
0.07% of portfolio
|
Q3 2025
Added 12.47%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
689,166
shares
|
$76 Million
4.53% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
673,953
shares
|
$74.3 Million
0.16% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
614,671
shares
|
$67.8 Million
6.81% of portfolio
|
Q3 2025
Added 3.76%
|
|