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Disclosery

SHV ISHARES TR

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SHS (fund)

717 managers (723 13F filers) reported a position in SHV shares at 2026-06-30, 88,179,666 shares in all. 54 filers opened a position and 71 filers sold out during the quarter.

Managers
717
13F filers
723
New
54
Added
259
Reduced
310
Sold out
71
Shares held by filers
88,179,666

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.18,148,134$2B0.03%+273,77613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,415,604$598M0.03%-198,09413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,646,794$513M0.09%-590,75713F-HRTimelineGroup
LPL Financial LLC3,934,832$434M0.1%+562,55413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,198,846$353M0.02%+200,78613F-HRTimelineGroup
Wealthfront Advisers LLC2,133,613$235M0.45%+85,57413F-HRTimeline
Wealthspire Retirement, LLC1,478,117$163M8.93%+443,38613F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,444,594$159M0.99%+11,70513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,445,040$159M0.04%+112,72213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,399,592$154M-272,973Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,380,764$152M0.01%-117,76013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,298,292$143M0.02%-71,36913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,111,769$122M0.21%+112,08713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,026,760$113M-1,003,900Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,001,611$111M0.02%-94,44113F-HRTimelineGroup
Ausdal Financial Partners, Inc.817,426$90.2M3.54%+390,34913F-HRTimeline
Trust Co806,478$89M8.03%+15,97913F-HRTimeline
Americana Partners, LLC772,181$85.2M1.92%-12,41213F-HRTimeline
Marks Wealth, LLC756,645$83.5M18.07%-1,401,53613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC736,803$81.3M0.14%+66,13913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP672,540$74.2M0.06%-212,13913F-HRTimelineGroup
Townsend & Associates, Inc664,440$73.3M6.24%+18,48113F-HRTimeline
OAKWORTH CAPITAL, INC.610,581$67.3M3.2%-88,13713F-HRTimeline
White Lighthouse Investment Management …606,646$66.9M8.34%+87,14513F-HRTimeline
Betterment LLC599,791$66.2M0.11%-52,02713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…589,227$65M0.1%+33,89213F-HRTimelineGroup
Foundations Investment Advisors, LLC587,723$64.9M0.67%+193,74513F-HRTimeline
Cynosure Group, LLC545,206$60.2M9.04%-1,21613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP539,468$59.5M0.07%-63113F-HRTimelineGroup
Cetera Investment Advisers528,797$58.4M0.05%-33,94113F-HRTimeline
Arax Advisory Partners495,679$54.7M0.36%+493,48213F-HRTimeline
Acorns Advisers, LLC493,047$54.4M0.35%+6,48313F-HRTimeline
FIL Ltdin group FIL Ltd481,633$53.1M0.04%-513,25513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC452,880$50M0.01%+185,15113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC436,816$48.2M0.02%+423,76713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC435,183$48M0.06%+19,64513F-HRTimeline
Hansen & Associates Financial Group, In…427,909$47.1M27%-46,97813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…422,712$46.6M0.36%new13F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC414,903$45.8M5.6%+30,56513F-HRTimeline
Able Wealth Management LLC392,113$43.3M9.93%+7,99313F-HRTimeline
Global Retirement Partners, LLC386,432$42.6M0.65%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS377,443$41.7M0.02%+303,92113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC375,442$41.4M0.19%-41,98913F-HRTimeline
MML INVESTORS SERVICES, LLC368,101$40.6M0.08%+58,36913F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA364,255$40.5M0.06%-1,76913F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.350,783$38.7M0.24%+71,41513F-HRTimelineGroup
Bulltick Wealth Management, LLC347,973$38.4M7.83%+132,27913F-HRTimeline
FINANCIAL CONSULATE, INC347,758$38.4M4.27%+19,04213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC342,210$37.8M0.05%-10,67413F-HRTimelineGroup
Advisory Services Network, LLC295,245$32.6M0.37%+91613F-HRTimeline
MASECO LLP292,859$32.3M0.91%-39,99113F-HRTimeline
Fund Evaluation Group, LLC281,843$31.1M0.84%+4,28813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.276,343$30.5M0.04%-5,06613F-HRTimelineGroup
Client First Capital LLC276,188$30.5M12.3%-9,31413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …272,788$30.1M0.32%-53,56013F-HRTimelineGroup
Family Manage LLC269,055$29.7M3.12%-40,96213F-HRTimeline
Modern Wealth Management, LLC266,847$29.4M0.35%+2,58713F-HRTimeline
Allred Capital Management, LLC261,023$28.8M9.46%+29,38413F-HRTimeline
Janney Montgomery Scott LLC257,114$28.4M0.05%+23,21813F-HRTimeline
Bull Oak Capital, LLC251,810$27.8M9.26%-2,32413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding251,805$27.8M-110,850Timeline
Mullooly Asset Management, Inc.248,775$27.5M8.45%+19,39113F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC244,953$27M3.79%-21,42113F-HRTimeline
Alpha Zero LLC233,407$25.7M9.75%+20,09213F-HRTimeline
HighTower Advisors, LLC215,968$23.8M0.02%-2,78013F-HRTimeline
Legacy Advisory Services, LLC209,359$23.1M16.26%-19,33813F-HRTimeline
AdvisorNet Financial, Inc201,808$22.3M1.02%+29,28213F-HRTimeline
Mariner, LLCin group Mariner, LLC196,256$21.7M0.02%-3,63513F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding187,929$20.7M-167,227Timeline
Farther Finance Advisors, LLC183,302$20.2M0.16%-31113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…183,040$20.2M0.03%+7,06413F-HRTimelineGroup
M. Kulyk & Associates, LLC182,329$20.1M3.28%+27,20113F-HRTimeline
SIMON QUICK ADVISORS, LLC179,338$19.8M0.8%+3813F-HRTimeline
Strategic Wealth Partners, Ltd.175,051$19.3M1.2%+12,26813F-HRTimeline
Northwest Quadrant Wealth Management, L…174,316$19.2M3.56%-76,26913F-HRTimeline
Sulzberger Capital Advisors, Inc.172,589$19M18.59%-14,49813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…170,581$18.8M0.01%+10,04613F-HRTimelineGroup
STABLEFORD CAPITAL II LLC164,909$18.2M6.3%+74,26113F-HRTimeline
Highland Investment Advisors LLC162,201$17.9M7.8%13F-HRTimeline
Sierra Legacy Group161,125$17.8M13.78%-21,28413F-HRTimeline
Financial Engines Advisors L.L.C.155,977$17.2M0.03%-1,06313F-HRTimeline
IPG Investment Advisors LLC154,873$17.1M2.46%+24,24513F-HRTimeline
Fairvoy Private Wealth, LLC154,476$17M3.45%+9,61713F-HRTimeline
IronBridge Private Wealth, LLC153,098$16.9M5.55%+64,33413F-HRTimeline
KFA Private Wealth Group, LLC150,488$16.6M4%-7,92713F-HRTimeline
NewEdge Advisors, LLC149,301$16.5M0.05%+3,51413F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…148,967$16.4M0.31%-36,71813F-HRTimelineGroup
CAPSTONE WEALTH MANAGEMENT GROUP, LLC145,546$16.1M5.68%-10,16013F-HRTimeline
Mascoma Wealth Management LLC144,244$15.9M2.95%+3,78213F-HRTimeline
NerdWallet Wealth Partners, LLC141,289$15.6M5.37%+14,04113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC136,634$15.1M0.01%-15,98613F-HRTimelineGroup
Beacon Pointe Advisors, LLC135,360$14.9M0.07%-7,40313F-HRTimeline
CWA Asset Management Group, LLC133,320$14.7M0.45%+23,44513F-HRTimeline
Smithfield Trust Co132,973$14.7M0.59%-1,85313F-HRTimeline
KWMG, LLC131,947$14.6M1.05%+6,22613F-HRTimeline
Summit Financial, LLC126,844$14M0.15%-253,95613F-HRTimeline
Creative Planningin group Creative Planning123,803$13.7M0.01%+3,08513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.118,070$13M0.08%-20,22513F-HRTimelineGroup
Wealthspire Advisors, LLC114,598$12.6M0.07%+77,20013F-HRTimeline
Midwest Professional Planners, LTD.113,969$12.6M2.46%-41,50513F-HRTimeline
STOLZ & ASSOCIATES, PS111,743$12.3M7.7%+5,37413F-HRTimeline
Trajan Wealth LLC111,465$12.3M0.46%-12,93513F-HRTimeline
Integrated Wealth Concepts LLC109,105$12M0.06%+49,39213F-HRTimeline
Independent Solutions Wealth Management…108,641$12M1.56%-36,37313F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.108,400$12M0.24%new13F-HRTimelineGroup
OAK FAMILY ADVISORS, LLC108,288$11.9M3.45%+17,69513F-HRTimeline
Lee Financial Co106,073$11.7M1.49%-3,04813F-HRTimeline
MAYPORT, LLC105,261$11.6M1.8%+2113F-HRTimeline
BDFS Capital LLC104,909$11.6M5.03%+44,37713F-HRTimeline
Pacifica Partners Inc.103,726$11.4M3.44%+26,78413F-HRTimeline
MinichMacGregor Wealth Management, LLC102,026$11.3M1.71%+8,74813F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.101,750$11.2M4.62%-8,50013F-HRTimeline
Winch Advisory Services, LLC99,681$11M2.28%-7,34513F-HRTimeline
Roof Eidam Maycock Peralta, LLC99,190$10.9M2.16%new13F-HRTimeline
Farringdon Capital, Ltd.95,088$10.5M5.2%013F-HRTimeline
Vernal Point Advisors, LLC93,669$10.3M3.49%+32,66813F-HRTimeline
Aegis Wealth Management LLC93,023$10.3M4.83%+8,62513F-HRTimeline
Steward Partners Investment Advisory, L…92,578$10.2M0.05%-8,53013F-HRTimeline
Pacific Center for Financial Services89,793$9.91M2.21%+23,19313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP86,351$9.53M<0.01%+26,16513F-HRTimelineGroup
Arete Wealth Advisors, LLC85,670$9.45M0.62%-4,87013F-HR/ATimeline
AMG National Trust Bank85,146$9.4M0.19%-30,80713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC82,795$9.14M0.05%+3,15513F-HRTimelineGroup
Crescent Grove Advisors, LLC82,401$9.09M0.77%-99813F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC82,035$9.05M0.25%-52,75613F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC81,776$9.02M6.74%-43213F-HRTimeline
CVA Family Office, LLC81,389$8.98M0.81%+34213F-HRTimeline
Prime Capital Investment Advisors, LLC79,440$8.77M0.09%-14,60013F-HRTimeline
One Day In July LLC79,183$8.74M0.61%-1,39513F-HRTimeline
VanWeelden Wealth Management, LLC78,692$8.68M6.45%+4,04413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.78,289$8.64M2.65%-38713F-HRTimeline
Whalen Wealth Management Inc.77,951$8.6M3.87%-7,54013F-HRTimeline
Apex Wealth Management, LLC77,462$8.55M5.22%-2,92913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…77,386$8.54M0.01%+59,59313F-HRTimelineGroup
Mader & Shannon Wealth Management, Inc.76,742$8.47M3.96%-53713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding76,105$8.4M-7,942Timeline
D.A. DAVIDSON & CO.74,728$8.25M0.05%+16,72913F-HRTimeline
RFG Advisory, LLC73,936$8.16M0.13%+1,00313F-HRTimeline
UNITED BANK71,909$7.94M0.93%-38113F-HRTimeline
Main Street Financial Solutions, LLC70,323$7.76M0.5%-12,29113F-HRTimeline
Adaptive Financial Consulting, LLC68,707$7.58M2.66%-1,35713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/68,498$7.56M<0.01%+2,38013F-HRTimelineGroup
Sanctuary Advisors, LLC67,991$7.5M0.03%+5,26913F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC67,806$7.48M2.59%+3,19013F-HRTimeline
SG Americas Securities, LLC67,536$7.45M<0.01%new13F-HRTimeline
GREENLEAF TRUST67,324$7.43M0.07%-21913F-HRTimeline
OLD MISSION CAPITAL LLC65,813$7.26M0.18%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.65,516$7.23M0.59%+6,75113F-HRTimelineGroup
Climber Capital SA85,385$7.19M4.4%+19,21013F-HRTimeline
BFSG, LLC64,965$7.17M0.64%+88313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC64,872$7.16M0.13%-3,28013F-HRTimeline
IFP Advisors, Inc64,258$7.09M0.13%+5,38813F-HRTimeline
GatePass Capital, LLC63,950$7.06M2.7%-7,28513F-HRTimeline
GUIDANCE CAPITAL, INC63,478$7M1.5%+1,82713F-HRTimeline
Mutual Advisors, LLC62,276$6.87M0.13%-1,30813F-HRTimeline
Onyx Bridge Wealth Group LLC59,868$6.61M0.59%-17,55513F-HRTimeline
DAVENPORT & Co LLC59,016$6.51M0.03%-44713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…58,520$6.46M0.02%+1,38013F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP58,476$6.45M0.23%+51913F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…58,374$6.44M0.52%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC57,798$6.38M0.04%-32,89413F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP57,793$6.38M<0.01%+5,04313F-HRTimeline
North Star Investment Management Corp.56,745$6.26M0.34%+9,35613F-HRTimeline
WEDBUSH SECURITIES INC56,474$6.23M0.16%-2,70813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC54,542$6.02M3.45%-1,55413F-HRTimeline
Twelve Points Wealth Management LLC54,437$6.01M1.2%-49,66013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC54,296$5.99M0.02%+2,12113F-HRTimelineGroup
Asset One Wealth Management LLC53,329$5.88M0.62%-2,56513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC51,791$5.72M<0.01%-105,52613F-HRTimelineGroup
Capital Wealth Alliance, LLC51,639$5.7M2.65%-4,42513F-HRTimeline
SCOTIA CAPITAL INC.51,635$5.7M0.02%-7,75113F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.50,399$5.56M1.95%-46513F-HRTimeline
RIA Advisory Group LLC50,332$5.55M1.23%-5,24413F-HRTimeline
Luminist Capital LLC50,283$5.55M6.24%-15,47713F-HRTimeline
SBI Securities Co., Ltd.49,690$5.48M0.12%-27,66113F-HRTimeline
Purewater Capital LLC49,588$5.47M3.95%-1,97513F-HRTimeline
Hixon Zuercher, LLC49,394$5.45M1.6%+1,55213F-HRTimeline
Baring Financial LLC48,919$5.4M2.98%-24013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/47,941$5.29M0.83%+3,90013F-HRTimeline
GTS SECURITIES LLC47,371$5.23M0.11%+44,64113F-HRTimeline
Strategic Blueprint, LLC47,250$5.21M0.26%-68513F-HRTimeline
MGO ONE SEVEN LLC47,043$5.19M0.09%+1,13613F-HRTimeline
Orion Porfolio Solutions, LLC46,638$5.15M0.04%+2,30013F-HRTimeline
Financial Plan, Inc.46,426$5.12M0.49%+27,15113F-HRTimeline
EdgeRock Capital LLC4,621$5.1M1.16%+37513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\45,821$5.06M0.01%-2,96213F-HRTimelineGroup
DOVER ADVISORS, LLC45,490$5.01M2.05%-55,91713F-HRTimeline
Procyon Advisors, LLC45,386$5.01M0.22%-6,23413F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding45,143$4.98M-57,889Timeline
Ashton Thomas Private Wealth, LLC43,936$4.85M0.1%+78613F-HRTimeline
HB Wealth Management, LLC42,908$4.73M0.03%+57913F-HRTimeline
EHRLICH FINANCIAL GROUP42,892$4.73M2.43%+23,44613F-HRTimeline
MAI Capital Management42,669$4.71M0.02%-3,92213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC41,403$4.57M1.13%-8,52713F-HRTimeline
INVESTMENT MANAGEMENT ASSOCIATES INC /A…40,874$4.51M1.15%+5,66213F-HRTimeline
EFG International AGin group EFG International AG40,581$4.48M0.08%+1,61413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP40,417$4.46M0.01%-4,30213F-HR/ATimelineGroup
FINANCIAL MANAGEMENT NETWORK INC40,024$4.41M0.63%-5,31313F-HRTimeline
American Investment Services, Inc.39,336$4.34M0.92%-11,73913F-HRTimeline
Atria Investments, Inc39,313$4.34M0.04%-26,62713F-HRTimeline