ISHARES INC (SLVP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
124
Reporting holders
$167.7M
Reported value
8.3%
Held as options
+4
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $16.4M | 532,323 | 0.00% | 35q | +22.4%+$3.0M |
| 180 WEALTH ADVISORS, LLC | $16.2M | 524,854 | 1.62% | 21q | -0.7%-$108.4K |
| LPL Financial LLC | $15.2M | 493,335 | 0.00% | 28q | -10.8%-$1.8M |
| CITADEL ADVISORS LLC | $13.0M | options only | 0.00% | 5q | OPTIONS |
| Fielder Capital Group LLC | $10.8M | 351,499 | 2.35% | 11q | +4.4%+$457.8K |
| Systelligence, LLC | $7.0M | 227,328 | 1.17% | 2q | +19.8%+$1.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 187,217 | 0.01% | 9q | -5.1%-$310.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $5.7M | 184,102 | 0.03% | 3q | HELD |
| AMERIPRISE FINANCIAL INC | $5.5M | 176,684 | 0.00% | 8q | -65.7%-$10.4M |
| Asset One Wealth Management LLC | $4.1M | 136,768 | 0.44% | 3q | +7.6%+$291.9K |
| JANE STREET GROUP, LLC | $3.9M | 103,755 | 0.00% | 3q | -74.1%-$11.2M |
| BANK OF AMERICA CORP /DE/ | $3.8M | 123,308 | 0.00% | 31q | -8.6%-$357.2K |
| UBS Group AG | $3.6M | 115,788 | 0.00% | 31q | -72.8%-$9.5M |
| GTS SECURITIES LLC | $3.3M | 108,027 | 0.07% | 3q | +6.9%+$216.1K |
| Wealthfront Advisers LLC | $3.0M | 97,628 | 0.01% | 19q | -16.9%-$614.0K |
| Kovack Advisors, Inc. | $2.8M | 90,419 | 0.13% | 3q | +1525.1%+$2.6M |
| OSAIC HOLDINGS, INC. | $2.2M | 72,297 | 0.00% | 26q | -20.5%-$575.9K |
| JOHNSON INVESTMENT COUNSEL INC | $2.2M | 70,000 | 0.02% | 12q | HELD |
| Capital Wealth Alliance, LLC | $2.2M | 69,871 | 1.00% | 17q | HELD |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 65,728 | 0.00% | 6q | -0.6%-$12.3K |
| Turning Point Benefit Group, Inc. | $2.0M | 65,065 | 0.86% | 7q | +31.7%+$483.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 64,150 | 0.00% | 3q | -22.1%-$562.2K |
| Walkner Condon Financial Advisors LLC | $1.9M | 60,213 | 0.21% | 19q | HELD |
| Lane Generational LLC | $1.8M | 57,167 | 1.55% | 19q | +98.3%+$873.8K |
| RFG Advisory, LLC | $1.7M | 56,411 | 0.03% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 49,815 | 0.00% | 21q | +19.3%+$248.3K |
| IMC-Chicago, LLC | $1.4M | 46,154 | 0.00% | new | NEW |
| Cetera Investment Advisers | $1.4M | 46,048 | 0.00% | 8q | -21.2%-$382.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.4M | 43,992 | 0.00% | 4q | -1.3%-$17.4K |
| Belvedere Trading LLC | $1.3M | 36,929 | 0.00% | 6q | -76.6%-$4.4M |
| ROYAL BANK OF CANADA | $1.2M | 39,657 | 0.00% | 31q | +18.7%+$192.6K |
| MAI Capital Management | $1.2M | 37,512 | 0.00% | 7q | +18.9%+$183.5K |
| HighTower Advisors, LLC | $1.1M | 37,048 | 0.00% | 9q | -14.4%-$191.9K |
| Mountain Capital Investment Advisors Inc. | $1.0M | 33,262 | 0.15% | 3q | +1.5%+$15.5K |
| StoneX Group Inc. | $1.0M | 33,201 | 0.04% | 6q | -2.5%-$25.9K |
| D. E. Shaw & Co., Inc. | $1.0M | 32,972 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $890.3K | 28,879 | 0.00% | 5q | -16.5%-$175.7K |
| STIFEL FINANCIAL CORP | $883.0K | 28,642 | 0.00% | 4q | +2.7%+$23.3K |
| Advisory Services Network, LLC | $828.6K | 26,878 | 0.01% | 2q | -12.1%-$113.8K |
| FOUNDERS FINANCIAL SECURITIES LLC | $817.6K | 26,519 | 0.04% | 17q | HELD |
| Summit Financial, LLC | $813.9K | 26,400 | 0.01% | 4q | HELD |
| Portfolio Strategies, Inc. | $671.8K | 21,790 | 0.07% | 5q | HELD |
| TRUIST FINANCIAL CORP | $602.8K | 19,554 | 0.00% | 3q | +39.6%+$171.1K |
| Entruity Wealth, LLC | $552.6K | 17,925 | 0.36% | 7q | HELD |
| Qube Research & Technologies Ltd | $542.0K | 17,579 | 0.00% | 2q | -32.7%-$262.7K |
| SIMPLEX TRADING, LLC | $536.2K | 17,392 | 0.00% | 5q | -86.0%-$3.3M |
| SFG Wealth Management, LLC. | $487.5K | 15,812 | 0.18% | 2q | +9.8%+$43.5K |
| LaSalle St. Investment Advisors, LLC | $394.2K | 12,787 | 0.05% | 2q | +4.6%+$17.2K |
| GK Wealth Management LLC | $363.8K | 11,801 | 0.19% | new | NEW |
| PKS Advisory Services, LLC | $352.4K | 11,431 | 0.06% | new | NEW |
| US BANCORP \DE\ | $350.6K | 11,372 | 0.00% | 3q | HELD |
| AVALON CAPITAL MANAGEMENT | $337.4K | 10,943 | 0.08% | 6q | -41.1%-$235.8K |
| TWO SIGMA SECURITIES, LLC | $332.7K | 10,790 | 0.03% | 2q | +8.5%+$26.0K |
| BALDWIN WEALTH PARTNERS LLC/MA | $327.1K | 10,610 | 0.02% | 18q | HELD |
| PNC Financial Services Group, Inc. | $308.3K | 10,000 | 0.00% | new | NEW |
| Allianz SE | $303.0K | 9,828 | 0.00% | 10q | +21.9%+$54.4K |
| Advyzon Investment Management, LLC | $295.6K | 9,588 | 0.02% | new | NEW |
| CIBC WORLD MARKET INC. | $289.8K | 9,400 | 0.00% | 3q | +6.2%+$16.8K |
| TigerOak Management, L.L.C. | $277.5K | 9,000 | 0.08% | 4q | HELD |
| Kestra Advisory Services, LLC | $271.9K | 8,820 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $268.2K | 8,700 | 0.00% | new | NEW |
| OneAscent Family Office, LLC | $268.2K | 8,700 | 0.14% | new | NEW |
| Perennial Investment Advisors, LLC | $247.3K | 8,020 | 0.02% | 2q | HELD |
| Creative Planning | $242.9K | 7,880 | 0.00% | 3q | -1.8%-$4.4K |
| Up Capital Management, Inc. | $232.8K | 7,552 | 0.18% | new | NEW |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $226.6K | 7,351 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $222.3K | 7,212 | 0.00% | 4q | -29.7%-$94.0K |
| Discipline Wealth Solutions, LLC | $209.8K | 6,805 | 0.02% | 2q | -15.0%-$37.0K |
| Integrated Wealth Concepts LLC | $184.6K | 5,988 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $167.7K | 5,441 | 0.01% | 5q | -3.5%-$6.1K |
| HARBOUR INVESTMENTS, INC. | $165.2K | 5,359 | 0.00% | 3q | +13.8%+$20.0K |
| EFG International AG | $159.5K | 5,175 | 0.00% | 3q | -3.4%-$5.5K |
| HBW ADVISORY SERVICES LLC | $150.3K | 4,874 | 0.01% | 2q | -9.2%-$15.3K |
| BANK OF MONTREAL /CAN/ | $134.0K | 4,347 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $107.6K | 3,491 | 0.00% | 7q | +75.3%+$46.2K |
| Salomon & Ludwin, LLC | $102.3K | 3,308 | 0.01% | 12q | HELD |
| FIFTH THIRD BANCORP | $97.3K | 3,156 | 0.00% | 2q | +94.6%+$47.3K |
| TD Waterhouse Canada Inc. | $92.5K | 3,000 | 0.00% | 4q | HELD |
| FMR LLC | $85.1K | 2,762 | 0.00% | 11q | +29.1%+$19.2K |
| GROUP ONE TRADING LLC | $68.1K | 2,210 | 0.00% | 3q | -87.8%-$488.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $61.8K | 2,006 | 0.00% | new | NEW |
| BLAIR WILLIAM & CO/IL | $61.7K | 2,000 | 0.00% | 3q | -5.4%-$3.5K |
| Global Retirement Partners, LLC | $61.7K | 2,000 | 0.00% | new | NEW |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $43.2K | 1,400 | 0.00% | 12q | HELD |
| WHITTIER TRUST CO | $40.6K | 1,259 | 0.00% | 23q | HELD |
| AE Wealth Management LLC | $40.4K | 1,311 | 0.00% | 7q | -50.5%-$41.2K |
| Dunhill Financial, LLC | $37.0K | 1,200 | 0.01% | new | NEW |
| City State Bank | $34.7K | 1,125 | 0.01% | 7q | HELD |
| Main Street Group, LTD | $32.1K | 1,040 | 0.01% | 2q | -34.6%-$17.0K |
| Spire Wealth Management | $30.9K | 1,004 | 0.00% | 2q | HELD |
| HighMark Wealth Management LLC | $27.9K | 905 | 0.01% | 3q | HELD |
| FINANCIAL CONSULATE, INC | $27.0K | 877 | 0.00% | 4q | HELD |
| NewEdge Advisors, LLC | $24.7K | 800 | 0.00% | new | NEW |
| FIRST HORIZON CORP | $24.3K | 787 | 0.00% | 7q | HELD |
| IFP Advisors, Inc | $24.1K | 782 | 0.00% | 5q | HELD |
| Accordant Advisory Group Inc | $19.1K | 619 | 0.01% | 5q | -90.9%-$189.9K |
| Larson Financial Group LLC | $15.7K | 510 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $15.7K | 510 | 0.00% | 19q | +36.0%+$4.2K |
| JPMORGAN CHASE & CO | $15.1K | 488 | 0.00% | 7q | -65.9%-$29.2K |
| Bangor Savings Bank | $14.2K | 460 | 0.00% | 3q | HELD |
Showing the largest 100 of 126 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 | 124 | $167.7M | 4,991,133 | 25 | 25 | 37 | 8.3% |
| Q1 2026 | 120 | $231.9M | 5,923,947 | 27 | 32 | 32 | 9.2% |
| Q4 2025 | 110 | $196.5M | 5,546,094 | 36 | 30 | 15 | 2.6% |
| Q3 2025 | 82 | $104.8M | 3,761,561 | 19 | 23 | 13 | 1.8% |
| Q2 2025 | 67 | $67.1M | 3,740,315 | 16 | 19 | 7 | 0.8% |
| Q1 2025 | 57 | $57.2M | 3,799,648 | 9 | 13 | 11 | 0.6% |
| Q4 2024 | 53 | $36.9M | 3,193,105 | 9 | 13 | 14 | 0.0% |
| Q3 2024 | 50 | $45.5M | 3,415,432 | 9 | 11 | 8 | 0.4% |
| Q2 2024 | 53 | $35.9M | 3,033,569 | 13 | 12 | 8 | 0.5% |
| Q1 2024 | 47 | $35.6M | 3,465,709 | 3 | 10 | 10 | 1.0% |
| Q4 2023 | 53 | $31.2M | 3,045,814 | 11 | 11 | 8 | 1.1% |
| Q3 2023 | 44 | $13.3M | 1,520,832 | 7 | 5 | 11 | 2.0% |
| Q2 2023 | 43 | $16.5M | 1,715,814 | 2 | 12 | 6 | 1.3% |
| Q1 2023 | 44 | $26.8M | 2,311,853 | 2 | 9 | 12 | 1.1% |
| Q4 2022 | 45 | $23.7M | 2,221,643 | 15 | 10 | 7 | 0.2% |
| Q3 2022 | 43 | $13.8M | 1,543,731 | 3 | 9 | 11 | 0.0% |
| Q2 2022 | 48 | $17.2M | 1,734,344 | 4 | 15 | 11 | 0.0% |
| Q1 2022 | 51 | $24.3M | 1,797,823 | 7 | 15 | 6 | 0.0% |
| Q4 2021 | 50 | $31.5M | 2,445,109 | 9 | 16 | 7 | 0.0% |
| Q3 2021 | 46 | $20.1M | 1,628,965 | 5 | 14 | 8 | 0.0% |
| Q2 2021 | 55 | $53.9M | 3,507,325 | 10 | 18 | 6 | 0.0% |
| Q1 2021 | 48 | $38.2M | 2,588,040 | 18 | 10 | 4 | 0.0% |
| Q4 2020 | 32 | $16.3M | 954,927 | 6 | 8 | 8 | 0.0% |
| Q3 2020 | 37 | $27.8M | 1,784,029 | 13 | 10 | 5 | 0.0% |
| Q2 2020 | 36 | $17.6M | 1,315,639 | 11 | 8 | 5 | 0.0% |
| Q1 2020 | 29 | $10.6M | 1,377,870 | 6 | 7 | 5 | 0.0% |
| Q4 2019 | 31 | $17.9M | 1,602,053 | 6 | 11 | 7 | 0.0% |
| Q3 2019 | 30 | $14.5M | 1,495,539 | 11 | 8 | 1 | 0.0% |
| Q2 2019 | 19 | $9.5M | 1,021,242 | 2 | 4 | 3 | 0.0% |
| Q1 2019 | 21 | $10.2M | 1,119,701 | 4 | 8 | 6 | 0.0% |
| Q4 2018 | 20 | $6.1M | 732,646 | 0 | 0 | 1 | 0.0% |