Institutional Ownership Ishares Tr (SHV)
This table provides information about the institutional ownership of Ishares Tr (SHV). We have compiled data on the 792 institutions that hold shares in the stock, with a total of 100 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 |
|---|---|---|---|---|---|
| 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
|
$838 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.91%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,159,233
shares
|
$570 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
|
$211 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%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
1,534,178
shares
|
$169 Million
0.48% of portfolio
|
Q1 2025
Added 108.44%
|
|
|
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%
|
|
|
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%
|
|
|
Marks Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
1,410,201
shares
|
$156 Million
57.18% of portfolio
|
Q1 2025
New holding
|
|
|
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
|
$132 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
Added 0.0%
|
|
|
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%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,014,955
shares
|
$112 Million
0.18% of portfolio
|
Q1 2025
Added 41.9%
|
|
|
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%
|
|
|
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%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
863,628
shares
|
$95.4 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
|
$92.6 Million
0.15% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
817,751
shares
|
$90.3 Million
6.31% of portfolio
|
Q1 2025
Added 1523.52%
|