Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 794 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 $11.2 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 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 |
Aug 15, 2025 Q2 2025 |
5,852,727
shares
|
$645 Million
0.04% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,571,376
shares
|
$504 Million
0.11% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,172,414
shares
|
$350 Million
0.03% of portfolio
|
Q2 2025
Added 22.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,153,540
shares
|
$237 Million
0.08% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,935,717
shares
|
$213 Million
0.04% of portfolio
|
Q2 2025
Added 52.87%
|
|
|
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
|
Jul 31, 2025 Q2 2025 |
1,782,762
shares
|
$196 Million
0.52% of portfolio
|
Q2 2025
Added 16.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,576,192
shares
|
$174 Million
0.06% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
1,544,694
shares
|
$170 Million
1.56% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,462,732
shares
|
$161 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
1,156,791
shares
|
$127 Million
23.44% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,105,942
shares
|
$122 Million
0.04% of portfolio
|
Q2 2025
Added 11.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,007,841
shares
|
$111 Million
0.02% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
883,796
shares
|
$97.4 Million
0.14% of portfolio
|
Q2 2025
Added 780.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
872,749
shares
|
$96.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
865,310
shares
|
$95.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 22.66%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
857,426
shares
|
$94.5 Million
7.51% of portfolio
|
Q1 2025
Reduced 27.99%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Jul 17, 2025 Q2 2025 |
846,220
shares
|
$93.3 Million
50.72% of portfolio
|
Q2 2025
Reduced 13.49%
|
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
772,547
shares
|
$85.1 Million
1.65% of portfolio
|
Q2 2022
Reduced 5.87%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
743,105
shares
|
$81.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 26.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
725,115
shares
|
$79.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
723,437
shares
|
$79.7 Million
9.4% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
711,846
shares
|
$78.5 Million
5.77% of portfolio
|
Q2 2025
Reduced 24.81%
|