SHV institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding722
Shares held88,185,260
Reported value$9.7bn
Quarter flows61 new, 259 added, 310 trimmed, 80 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BlackRock, Inc.18,148,134$2.0bn0.0%
MORGAN STANLEY5,415,604$597.6m0.0%
WELLS FARGO & COMPANY/MN4,646,794$512.8m0.1%
LPL Financial LLC3,934,832$434.2m0.1%
BANK OF AMERICA CORP /DE/3,198,846$353.0m0.0%
Wealthfront Advisers LLC2,133,613$235.4m0.5%
Wealthspire Retirement, LLC1,478,117$162.9m8.9%
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,444,594$159.5m1.0%
RAYMOND JAMES FINANCIAL INC1,445,040$159.5m0.0%
UBS Group AG1,399,431$154.4m0.0%
JPMORGAN CHASE & CO1,380,764$152.4m0.0%
ROYAL BANK OF CANADA1,298,292$143.3m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,111,769$122.3m0.2%
ENVESTNET ASSET MANAGEMENT INC1,019,769$112.5m0.0%
AMERIPRISE FINANCIAL INC1,001,611$110.5m0.0%
Ausdal Financial Partners, Inc.817,426$90.2m3.5%
Trust Co806,478$89.0m8.0%
Americana Partners, LLC772,181$85.2m1.9%
Marks Wealth, LLC756,645$83.5m18.1%
ASSETMARK, INC736,803$81.3m0.1%
STIFEL FINANCIAL CORP672,540$74.2m0.1%
Townsend & Associates, Inc664,440$73.3m6.2%
OAKWORTH CAPITAL, INC.610,581$67.3m3.2%
White Lighthouse Investment Management Inc.606,646$66.9m8.3%
Betterment LLC599,791$66.2m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SHV"). SHV price history · All 13F data

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