Home › SHV

Who holds SHV

ISHARES TR · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
BlackRock, Inc.18.1M$2.0B0.0%
MORGAN STANLEY5.4M$597.6M0.0%
WELLS FARGO & COMPANY/MN4.6M$512.8M0.1%
LPL Financial LLC3.9M$434.2M0.1%
BANK OF AMERICA CORP /DE/3.2M$353.0M0.0%
Wealthfront Advisers LLC2.1M$235.4M0.5%
Wealthspire Retirement, LLC1.5M$162.9M8.9%
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1.4M$159.5M1.0%
RAYMOND JAMES FINANCIAL INC1.4M$159.5M0.0%
UBS Group AG1.4M$154.4M0.0%
JPMORGAN CHASE & CO1.4M$152.4M0.0%
ROYAL BANK OF CANADA1.3M$143.3M0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.1M$122.3M0.2%
ENVESTNET ASSET MANAGEMENT INC1.0M$112.5M0.0%
AMERIPRISE FINANCIAL INC1.0M$110.5M0.0%
Ausdal Financial Partners, Inc.817.4K$90.2M3.5%
Trust Co806.5K$89.0M8.0%
Americana Partners, LLC772.2K$85.2M1.9%
Marks Wealth, LLC756.6K$83.5M18.1%
ASSETMARK, INC736.8K$81.3M0.1%
STIFEL FINANCIAL CORP672.5K$74.2M0.1%
Townsend & Associates, Inc664.4K$73.3M6.2%
Oakworth Capital, Inc.610.6K$67.3M3.2%
White Lighthouse Investment Management Inc.606.6K$66.9M8.3%
Betterment LLC599.8K$66.2M0.1%
Rockefeller Capital Management L.P.589.2K$65.0M0.1%
FOUNDATIONS INVESTMENT ADVISORS, LLC587.7K$64.9M0.7%
Cynosure Group, LLC545.2K$60.2M9.0%
TRUIST FINANCIAL CORP539.5K$59.5M0.1%
Cetera Investment Advisers528.8K$58.4M0.1%
Arax Advisory Partners495.7K$54.7M0.4%
Acorns Advisers, LLC493.0K$54.4M0.4%
FIL Ltd481.6K$53.1M0.0%
GOLDMAN SACHS GROUP INC452.9K$50.0M0.0%
AQR CAPITAL MANAGEMENT LLC436.8K$48.2M0.0%
COMMONWEALTH EQUITY SERVICES, LLC435.2K$48.0M0.1%
Hansen & Associates Financial Group, Inc.427.9K$47.1M27.0%
Penserra Capital Management LLC422.7K$46.6M0.4%
LaSalle St. Investment Advisors, LLC414.9K$45.8M5.6%
Able Wealth Management LLC392.1K$43.3M9.9%
Global Retirement Partners, LLC386.4K$42.6M0.7%
BNP PARIBAS FINANCIAL MARKETS377.4K$41.7M0.0%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC375.4K$41.4M0.2%
MML INVESTORS SERVICES, LLC368.1K$40.6M0.1%
BANK OF NOVA SCOTIA364.3K$40.5M0.1%
Banco Santander, S.A.350.8K$38.7M0.2%
Bulltick Wealth Management, LLC348.0K$38.4M7.8%
FINANCIAL CONSULATE, INC347.8K$38.4M4.3%
Cerity Partners LLC342.2K$37.8M0.0%
Advisory Services Network, LLC295.2K$32.6M0.4%
MASECO LLP292.9K$32.3M0.9%
Fund Evaluation Group, LLC281.8K$31.1M0.8%
OSAIC HOLDINGS, INC.276.3K$30.5M0.0%
Client First Capital LLC276.2K$30.5M12.1%
OPPENHEIMER & CO INC272.8K$30.1M0.3%
Family Manage LLC269.1K$29.7M3.0%
Modern Wealth Management, LLC266.8K$29.4M0.4%
Allred Capital Management, LLC261.0K$28.8M9.5%
Janney Montgomery Scott LLC257.1K$28.4M0.1%
Bull Oak Capital, LLC251.8K$27.8M9.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}