Who Owns ISHARES TR (SHV)? -- Institutional Holders (2026-03-31)
786 institutions reported holding $9.93B of ISHARES TR (SHV) in SEC 13F filings for 2026-03-31. Largest institutional holders: BlackRock, Inc. ($1.97B), MORGAN STANLEY ($619.7M), WELLS FARGO & COMPANY/MN ($578.2M), LPL Financial LLC ($372.3M), BANK OF AMERICA CORP /DE/ ($331.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BlackRock, Inc. | $1.97B | 17.9M | Trimmed |
| 2 | MORGAN STANLEY | $619.7M | 5.6M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $578.2M | 5.2M | Added |
| 4 | LPL Financial LLC | $372.3M | 3.4M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $331.0M | 3.0M | Trimmed |
| 6 | Marks Wealth, LLC | $238.2M | 2.2M | Added |
| 7 | Wealthfront Advisers LLC | $226.1M | 2.0M | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $215.6M | 2.0M | Added |
| 9 | UBS Group AG | $184.6M | 1.7M | Trimmed |
| 10 | JPMORGAN CHASE & CO | $165.4M | 1.5M | Trimmed |
| 11 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $157.4M | 1.4M | Added |
| 12 | Royal Bank of Canada | $151.2M | 1.4M | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $147.1M | 1.3M | Trimmed |
| 14 | AMERIPRISE FINANCIAL INC | $121.0M | 1.1M | Added |
| 15 | NFP Retirement, Inc. | $114.2M | 1.0M | Trimmed |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $110.1M | 999,682 | Trimmed |
| 17 | FIL Ltd | $109.8M | 994,888 | Added |
| 18 | STIFEL FINANCIAL CORP | $97.7M | 884,679 | Added |
| 19 | Trust Co | $87.3M | 790,499 | Added |
| 20 | Americana Partners, LLC | $86.6M | 784,593 | Added |
| 21 | OAKWORTH CAPITAL, INC. | $77.1M | 698,718 | Trimmed |
| 22 | ASSETMARK, INC | $74.0M | 670,664 | Trimmed |
| 23 | Betterment LLC | $72.0M | 651,818 | Trimmed |
| 24 | Townsend & Associates, Inc | $71.3M | 645,959 | Added |
| 25 | Cetera Investment Advisers | $62.1M | 562,738 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31