ISHARES TR (SHV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
700
Reporting holders
$9.5B
Reported value
0.0%
Held as options
-16
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.0B | 18,148,134 | 0.03% | 8q | +1.5%+$30.2M |
| MORGAN STANLEY | $597.6M | 5,415,604 | 0.03% | 35q | -3.5%-$21.9M |
| WELLS FARGO & COMPANY/MN | $512.8M | 4,646,794 | 0.08% | 31q | -55.6%-$643.2M |
| LPL Financial LLC | $434.2M | 3,934,832 | 0.10% | 31q | +16.7%+$62.1M |
| BANK OF AMERICA CORP /DE/ | $353.0M | 3,198,846 | 0.02% | 31q | +6.7%+$22.2M |
| Wealthfront Advisers LLC | $235.4M | 2,133,613 | 0.45% | 14q | +4.2%+$9.4M |
| Wealthspire Retirement, LLC | $162.9M | 1,478,117 | 8.93% | 10q | +42.9%+$48.9M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $159.5M | 1,444,594 | 0.99% | 27q | +0.8%+$1.3M |
| RAYMOND JAMES FINANCIAL INC | $159.5M | 1,445,040 | 0.04% | 7q | +8.5%+$12.4M |
| UBS Group AG | $154.4M | 1,399,431 | 0.02% | 31q | -16.3%-$30.1M |
| JPMORGAN CHASE & CO | $152.4M | 1,380,764 | 0.01% | 31q | -7.9%-$13.0M |
| ROYAL BANK OF CANADA | $143.3M | 1,298,292 | 0.02% | 31q | -5.2%-$7.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $122.3M | 1,111,769 | 0.20% | 16q | +11.2%+$12.3M |
| ENVESTNET ASSET MANAGEMENT INC | $112.5M | 1,019,769 | 0.03% | 31q | -47.8%-$103.0M |
| AMERIPRISE FINANCIAL INC | $110.5M | 1,001,611 | 0.02% | 31q | -54.3%-$131.4M |
| Ausdal Financial Partners, Inc. | $90.2M | 817,426 | 3.52% | 16q | +91.4%+$43.1M |
| Trust Co | $89.0M | 806,478 | 8.03% | 15q | +2.0%+$1.8M |
| Americana Partners, LLC | $85.2M | 772,181 | 1.92% | 13q | -1.6%-$1.4M |
| Marks Wealth, LLC | $83.5M | 756,645 | 18.07% | 6q | -64.9%-$154.7M |
| ASSETMARK, INC | $81.3M | 736,803 | 0.14% | 31q | +9.9%+$7.3M |
| STIFEL FINANCIAL CORP | $74.2M | 672,540 | 0.06% | 31q | -24.0%-$23.4M |
| Townsend & Associates, Inc | $73.3M | 664,440 | 6.24% | 15q | +2.9%+$2.0M |
| OAKWORTH CAPITAL, INC. | $67.3M | 610,581 | 3.20% | 9q | -12.6%-$9.7M |
| White Lighthouse Investment Management Inc. | $66.9M | 606,646 | 8.34% | 31q | +16.8%+$9.6M |
| Rockefeller Capital Management L.P. | $65.0M | 589,227 | 0.10% | 31q | +6.1%+$3.7M |
| Foundations Investment Advisors, LLC | $64.9M | 587,723 | 0.67% | 16q | +49.2%+$21.4M |
| Cynosure Group, LLC | $60.2M | 545,206 | 9.04% | 13q | HELD |
| TRUIST FINANCIAL CORP | $59.5M | 539,468 | 0.07% | 31q | HELD |
| Cetera Investment Advisers | $58.4M | 528,797 | 0.05% | 23q | -6.0%-$3.7M |
| Arax Advisory Partners | $54.7M | 495,679 | 0.36% | 3q | +22461.6%+$54.5M |
| FIL Ltd | $53.1M | 481,633 | 0.04% | 14q | -51.6%-$56.6M |
| GOLDMAN SACHS GROUP INC | $50.0M | 452,880 | 0.00% | 31q | +69.2%+$20.4M |
| AQR CAPITAL MANAGEMENT LLC | $48.2M | 436,816 | 0.02% | 4q | +3247.5%+$46.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $48.0M | 435,183 | 0.06% | 31q | +4.7%+$2.2M |
| Hansen & Associates Financial Group, Inc. | $47.1M | 427,909 | 27.00% | 11q | -9.9%-$5.2M |
| LaSalle St. Investment Advisors, LLC | $45.8M | 414,903 | 5.60% | 15q | +8.0%+$3.4M |
| Able Wealth Management LLC | $43.3M | 392,113 | 9.93% | 11q | +2.1%+$882.0K |
| Global Retirement Partners, LLC | $42.6M | 386,432 | 0.65% | 16q | -20.2%-$10.8M |
| BNP PARIBAS FINANCIAL MARKETS | $41.7M | 377,443 | 0.01% | 26q | +413.4%+$33.5M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $41.4M | 375,442 | 0.19% | 29q | -10.1%-$4.6M |
| MML INVESTORS SERVICES, LLC | $40.6M | 368,101 | 0.08% | 31q | +18.8%+$6.4M |
| BANK OF NOVA SCOTIA | $40.5M | 364,255 | 0.06% | 31q | HELD |
| Banco Santander, S.A. | $38.7M | 350,783 | 0.24% | 31q | +25.6%+$7.9M |
| Bulltick Wealth Management, LLC | $38.4M | 347,973 | 7.83% | 23q | +61.3%+$14.6M |
| FINANCIAL CONSULATE, INC | $38.4M | 347,758 | 4.27% | 2q | +5.8%+$2.1M |
| Cerity Partners LLC | $37.8M | 342,210 | 0.05% | 17q | -3.0%-$1.2M |
| Advisory Services Network, LLC | $32.6M | 295,245 | 0.37% | 31q | HELD |
| MASECO LLP | $32.3M | 292,859 | 0.91% | 3q | -12.0%-$4.4M |
| Fund Evaluation Group, LLC | $31.1M | 281,843 | 0.84% | 15q | +1.5%+$473.2K |
| OSAIC HOLDINGS, INC. | $30.5M | 276,343 | 0.04% | 26q | -1.8%-$559.1K |
| Client First Capital LLC | $30.5M | 276,188 | 12.14% | 14q | -3.3%-$1.0M |
| OPPENHEIMER & CO INC | $30.1M | 272,788 | 0.32% | 31q | -16.4%-$5.9M |
| Family Manage LLC | $29.7M | 269,055 | 3.05% | 17q | -13.2%-$4.5M |
| Modern Wealth Management, LLC | $29.4M | 266,847 | 0.35% | 5q | +1.0%+$285.5K |
| Allred Capital Management, LLC | $28.8M | 261,023 | 9.46% | 31q | +12.7%+$3.2M |
| Bull Oak Capital, LLC | $27.8M | 251,810 | 9.26% | 16q | -0.9%-$256.5K |
| Mullooly Asset Management, Inc. | $27.5M | 248,775 | 8.45% | 6q | +8.5%+$2.1M |
| ZEVIN ASSET MANAGEMENT LLC | $27.0M | 244,953 | 3.79% | 3q | -8.0%-$2.4M |
| Focus Partners Wealth | $26.6M | 240,783 | 0.03% | 11q | -32.6%-$12.8M |
| Alpha Zero LLC | $25.7M | 233,407 | 9.75% | 7q | +9.4%+$2.2M |
| HighTower Advisors, LLC | $23.8M | 215,968 | 0.02% | 31q | -1.3%-$306.8K |
| Legacy Advisory Services, LLC | $23.1M | 209,359 | 16.26% | 7q | -8.5%-$2.1M |
| AdvisorNet Financial, Inc | $22.3M | 201,808 | 1.02% | 24q | +17.0%+$3.2M |
| Mariner, LLC | $21.7M | 196,256 | 0.02% | 25q | -1.8%-$401.1K |
| Farther Finance Advisors, LLC | $20.2M | 183,302 | 0.16% | 15q | HELD |
| FIFTH THIRD BANCORP | $20.2M | 183,040 | 0.03% | 29q | +4.0%+$779.5K |
| M. Kulyk & Associates, LLC | $20.1M | 182,329 | 3.28% | 13q | +17.5%+$3.0M |
| Arete Wealth Advisors, LLC | $20.0M | 181,355 | 0.44% | 11q | +100.3%+$10.0M |
| SIMON QUICK ADVISORS, LLC | $19.8M | 179,338 | 0.80% | 14q | HELD |
| HSBC HOLDINGS PLC | $19.7M | 178,734 | 0.01% | 29q | -6.0%-$1.3M |
| Strategic Wealth Partners, Ltd. | $19.3M | 175,051 | 1.20% | 30q | +7.5%+$1.4M |
| Northwest Quadrant Wealth Management, LLC | $19.2M | 174,316 | 3.56% | 18q | -30.4%-$8.4M |
| Sulzberger Capital Advisors, Inc. | $19.0M | 172,589 | 18.59% | 7q | -7.7%-$1.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.8M | 170,581 | 0.01% | 31q | +6.3%+$1.1M |
| STABLEFORD CAPITAL II LLC | $18.2M | 164,909 | 6.30% | 13q | +81.9%+$8.2M |
| Highland Investment Advisors LLC | $17.9M | 162,201 | 7.80% | new | FIRST |
| Sierra Legacy Group | $17.8M | 161,125 | 13.78% | 7q | -11.7%-$2.3M |
| Financial Engines Advisors L.L.C. | $17.2M | 155,977 | 0.03% | 26q | -0.7%-$117.3K |
| IPG Investment Advisors LLC | $17.1M | 154,873 | 2.46% | 19q | +18.6%+$2.7M |
| Fairvoy Private Wealth, LLC | $17.0M | 154,476 | 3.45% | 7q | +6.6%+$1.1M |
| IronBridge Private Wealth, LLC | $16.9M | 153,098 | 5.55% | 6q | +72.5%+$7.1M |
| KFA Private Wealth Group, LLC | $16.6M | 150,488 | 4.00% | 27q | -5.0%-$874.7K |
| NewEdge Advisors, LLC | $16.5M | 149,301 | 0.05% | new | NEW |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $16.4M | 148,967 | 0.31% | 13q | -19.8%-$4.1M |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $16.1M | 145,546 | 5.66% | 10q | -6.5%-$1.1M |
| Mascoma Wealth Management LLC | $15.9M | 144,244 | 2.95% | 22q | +2.7%+$417.3K |
| NerdWallet Wealth Partners, LLC | $15.6M | 141,289 | 5.37% | 4q | +11.0%+$1.5M |
| Beacon Pointe Advisors, LLC | $14.9M | 135,360 | 0.07% | 4q | -5.2%-$816.9K |
| CWA Asset Management Group, LLC | $14.7M | 133,320 | 0.45% | 4q | +21.3%+$2.6M |
| KWMG, LLC | $14.6M | 131,947 | 1.05% | 31q | +5.0%+$687.0K |
| Blueprint Investment Partners LLC | $14.0M | 126,917 | 1.17% | 2q | -47.5%-$12.7M |
| Summit Financial, LLC | $14.0M | 126,844 | 0.15% | 6q | -66.7%-$28.0M |
| Creative Planning | $13.7M | 123,803 | 0.01% | 27q | +2.6%+$340.4K |
| Equitable Holdings, Inc. | $13.0M | 118,070 | 0.08% | 17q | -14.6%-$2.2M |
| Wealthspire Advisors, LLC | $12.6M | 114,598 | 0.07% | 10q | +206.4%+$8.5M |
| Midwest Professional Planners, LTD. | $12.6M | 113,969 | 2.46% | 21q | -26.7%-$4.6M |
| STOLZ & ASSOCIATES, PS | $12.3M | 111,743 | 7.70% | 3q | +5.1%+$593.0K |
| Trajan Wealth LLC | $12.3M | 111,465 | 0.46% | 10q | -10.4%-$1.4M |
| GFS Advisors, LLC | $12.1M | 119,112 | 0.64% | 20q | -79.0%-$45.8M |
| Integrated Wealth Concepts LLC | $12.0M | 109,105 | 0.06% | 29q | +82.7%+$5.5M |
Showing the largest 100 of 725 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 700 | $9.5B | 86,226,385 | 51 | 238 | 283 | 0.0% |
| Q1 2026 | 716 | $10.4B | 94,855,522 | 82 | 253 | 261 | 0.0% |
| Q4 2025 | 682 | $9.2B | 83,353,738 | 55 | 228 | 255 | 0.0% |
| Q3 2025 | 653 | $9.3B | 84,280,307 | 36 | 222 | 277 | 0.0% |
| Q2 2025 | 677 | $9.2B | 83,671,698 | 57 | 263 | 237 | 0.0% |
| Q1 2025 | 688 | $9.1B | 82,835,292 | 77 | 255 | 247 | 0.0% |
| Q4 2024 | 689 | $8.6B | 78,228,333 | 61 | 226 | 241 | 0.0% |
| Q3 2024 | 635 | $9.9B | 89,864,660 | 59 | 229 | 224 | 0.0% |
| Q2 2024 | 631 | $9.4B | 85,552,582 | 49 | 223 | 235 | 0.0% |
| Q1 2024 | 635 | $9.2B | 82,935,676 | 57 | 195 | 275 | 0.0% |
| Q4 2023 | 648 | $9.2B | 83,118,057 | 65 | 212 | 238 | 0.0% |
| Q3 2023 | 602 | $9.5B | 86,040,480 | 63 | 210 | 232 | 0.0% |
| Q2 2023 | 582 | $9.6B | 87,028,009 | 75 | 203 | 227 | 0.1% |
| Q1 2023 | 549 | $12.9B | 117,016,994 | 81 | 213 | 174 | 0.0% |
| Q4 2022 | 510 | $9.6B | 87,577,215 | 80 | 177 | 175 | 0.0% |
| Q3 2022 | 552 | $15.3B | 139,033,609 | 98 | 182 | 176 | 0.1% |
| Q2 2022 | 527 | $13.6B | 123,970,722 | 92 | 199 | 137 | 0.0% |
| Q1 2022 | 493 | $9.4B | 85,363,108 | 84 | 139 | 151 | 0.0% |
| Q4 2021 | 463 | $6.1B | 55,120,907 | 44 | 114 | 153 | 0.0% |
| Q3 2021 | 420 | $6.2B | 56,022,196 | 35 | 101 | 175 | 0.0% |
| Q2 2021 | 439 | $6.3B | 57,208,023 | 33 | 114 | 185 | 0.0% |
| Q1 2021 | 458 | $7.2B | 65,289,688 | 60 | 108 | 199 | 0.0% |
| Q4 2020 | 453 | $7.7B | 69,758,137 | 46 | 97 | 184 | 0.0% |
| Q3 2020 | 437 | $9.2B | 83,510,979 | 42 | 116 | 185 | 0.0% |
| Q2 2020 | 471 | $11.0B | 99,706,438 | 90 | 140 | 159 | 0.0% |
| Q1 2020 | 442 | $13.7B | 125,635,173 | 103 | 152 | 124 | 0.0% |
| Q4 2019 | 392 | $8.1B | 73,140,814 | 57 | 125 | 119 | 0.0% |
| Q3 2019 | 346 | $8.5B | 77,138,943 | 58 | 124 | 110 | 0.0% |
| Q2 2019 | 322 | $10.7B | 96,267,470 | 64 | 111 | 94 | 0.0% |
| Q1 2019 | 304 | $6.1B | 55,278,639 | 62 | 92 | 103 | 0.0% |
| Q4 2018 | 308 | $8.5B | 77,170,960 | 8 | 9 | 1 | 0.0% |