Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 725 institutions that hold shares in the stock, with a total of 103 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 Billion
31.24% of portfolio
|
Q3 2022
Reduced 13.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
9,031,532
shares
|
$993 Million
0.08% of portfolio
|
Q3 2024
Added 23.73%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,582,460
shares
|
$834 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.91%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
6,256,997
shares
|
$688 Million
0.05% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,713,385
shares
|
$408 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,127,802
shares
|
$344 Million
0.03% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,873,331
shares
|
$206 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
1,857,832
shares
|
$204 Million
0.43% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,787,257
shares
|
$197 Million
0.09% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
1,686,579
shares
|
$185 Million
2.19% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,398,492
shares
|
$154 Million
0.37% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,269,033
shares
|
$140 Million
0.05% of portfolio
|
Q3 2024
Reduced 19.87%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
1,247,678
shares
|
$137 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,173,573
shares
|
$129 Million
0.03% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
1,156,791
shares
|
$127 Million
23.44% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,090,363
shares
|
$120 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
1,013,013
shares
|
$111 Million
3.19% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
891,290
shares
|
$98 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
872,749
shares
|
$96 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
839,806
shares
|
$92.4 Million
0.32% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
798,847
shares
|
$87.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 29.69%
|
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
772,547
shares
|
$85 Million
1.65% of portfolio
|
Q2 2022
Reduced 5.87%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
756,100
shares
|
$83.2 Million
0.13% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
705,969
shares
|
$77.6 Million
0.18% of portfolio
|
Q3 2024
Added 29.67%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
683,546
shares
|
$75.2 Million
8.43% of portfolio
|
Q3 2024
Reduced 0.9%
|