Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 773 institutions that hold shares in the stock, with a total of 94.5 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 |
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 |
Feb 14, 2025 Q4 2024 |
5,159,233
shares
|
$569 Million
0.04% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,850,840
shares
|
$425 Million
0.1% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,655,761
shares
|
$293 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,907,963
shares
|
$210 Million
0.09% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,749,117
shares
|
$193 Million
0.02% of portfolio
|
Q4 2024
Reduced 80.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,485,513
shares
|
$164 Million
0.14% of portfolio
|
Q4 2024
Added 771.53%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,303,224
shares
|
$144 Million
0.35% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,302,751
shares
|
$144 Million
0.03% of portfolio
|
Q4 2024
Reduced 30.46%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
1,275,550
shares
|
$141 Million
1.5% of portfolio
|
Q4 2024
Reduced 24.37%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
1,190,784
shares
|
$131 Million
10.35% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
1,156,791
shares
|
$128 Million
23.44% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,123,405
shares
|
$124 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,092,649
shares
|
$121 Million
0.26% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,081,825
shares
|
$119 Million
0.04% of portfolio
|
Q4 2024
Reduced 14.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,017,583
shares
|
$112 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
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%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
863,628
shares
|
$95.3 Million
21.83% of portfolio
|
Q4 2024
Added 33.22%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
838,100
shares
|
$92.5 Million
0.15% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
776,544
shares
|
$85.7 Million
2.63% of portfolio
|
Q4 2024
Reduced 23.34%
|
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
772,547
shares
|
$85.2 Million
1.65% of portfolio
|
Q2 2022
Reduced 5.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
738,067
shares
|
$81.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
715,261
shares
|
$78.9 Million
0.13% of portfolio
|
Q4 2024
Reduced 19.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
702,491
shares
|
$77.5 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.49%
|