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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
WEALTH ALLIANCE, LLC38,804$4.28M0.36%-23,77813F-HRTimeline
INVESTMENT HOUSE LLC38,665$4.27M0.19%+1,10813F-HR/ATimeline
Heck Capital Advisors, LLC38,051$4.2M0.25%-3,13913F-HRTimeline
Greenspring Advisors, LLC38,012$4.19M0.23%+95213F-HRTimeline
Formidable Asset Management, LLC37,790$4.17M0.66%+14,93013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC37,573$4.15M0.05%-99,75613F-HRTimelineGroup
Westview Management dba Westview Invest…37,159$4.1M2.01%+2,77113F-HRTimeline
ADVISORY RESEARCH INC37,117$4.1M0.41%013F-HRTimeline
Robinson Value Management, Ltd.36,775$4.06M2.17%+20,41213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC36,443$4.02M0.63%+2,23213F-HRTimeline
Ridgewood Investments LLC36,318$4.01M1.5%-99713F-HRTimeline
PATTON FUND MANAGEMENT, INC.36,222$4M0.86%+1,06713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC36,028$3.98M0.15%+2,84013F-HRTimeline
Virtue Capital Management, LLC35,838$3.95M0.53%+22,54413F-HRTimeline
TD Waterhouse Canada Inc.35,849$3.94M0.01%+17,44613F-HRTimeline
Coppell Advisory Solutions LLC13,593$3.94M0.42%new13F-HRTimeline
Walker Financial Services, Inc.35,541$3.92M1.21%-2,12513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …35,298$3.9M0.03%new13F-HRTimelineGroup
CAMBIENT FAMILY OFFICE, LLC34,898$3.85M0.47%-21,59113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding34,872$3.85M-3,987Timeline
NewEdge Wealth, LLC34,595$3.82M0.04%new13F-HRTimeline
Parallel Advisors, LLC34,551$3.81M0.06%-86913F-HRTimeline
AE Wealth Management LLC34,470$3.8M0.02%-11,23913F-HRTimeline
Premier Path Wealth Partners, LLC34,233$3.78M0.43%+3,00213F-HRTimeline
Meridian Wealth Management, LLC33,553$3.7M0.11%-56,93413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP33,062$3.65M0.05%-8,00413F-HRTimelineGroup
Alexis Investment Partners, LLC32,973$3.64M2.13%+1,15213F-HRTimeline
Spartan Planning & Wealth Management32,858$3.63M2.41%-18,71413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC32,249$3.56M<0.01%-38,56513F-HRTimelineGroup
Trilogy Capital Inc.32,110$3.54M0.14%-3,63213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT31,566$3.48M0.05%+2,88613F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS31,453$3.47M0.01%+14,97413F-HRTimeline
KELLEHER FINANCIAL ADVISORS30,984$3.42M0.49%+1,36613F-HRTimeline
San Luis Wealth Advisors LLC30,852$3.4M0.51%-24,75913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC30,784$3.4M0.1%-48913F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC30,772$3.4M0.15%-7013F-HRTimeline
Paladin Partners, LLC30,740$3.39M2.24%-71013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,676$3.39M<0.01%+5,27713F-HR/ATimeline
ATTICUS WEALTH MANAGEMENT, LLC30,619$3.38M0.8%+12,56713F-HRTimeline
Camarda Financial Advisors, LLC30,367$3.35M1.01%+2,06713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.29,382$3.24M0.33%-1,74313F-HRTimeline
Regal Investment Advisors LLC29,351$3.24M0.17%-13,16013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.29,110$3.21M0.25%+3,06513F-HRTimeline
Hudson Portfolio Management LLC28,310$3.12M2.36%+9,95013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC28,271$3.12M0.06%-8,35113F-HRTimeline
Private Advisor Group, LLC27,494$3.03M0.01%-23,68413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…27,241$3.01M0.07%+26,86513F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd26,634$2.94M0.02%new13F-HRTimelineGroup
CoreCap Advisors, LLC26,517$2.93M0.09%-3,19213F-HRTimeline
Institute for Wealth Management, LLC.26,357$2.91M0.26%-3,26813F-HRTimeline
Destination Wealth Management26,339$2.91M0.07%+6,43913F-HRTimeline
J.W. COLE ADVISORS, INC.26,020$2.87M0.05%new13F-HRTimeline
TBH Global Asset Management, LLC25,951$2.86M0.52%-4,31713F-HRTimeline
Ethos Financial Group, LLC25,493$2.81M0.19%+16713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.25,467$2.81M0.04%-17513F-HRTimeline
Impact Partnership Wealth, LLC25,228$2.78M0.27%-98313F-HRTimeline
Heartland Bank & Trust Co25,153$2.78M0.57%-7,82913F-HRTimeline
Fermata Advisors, LLC25,142$2.77M0.56%-73913F-HRTimeline
Argent Advisors, Inc.24,642$2.72M0.68%-1,53913F-HRTimeline
GWN SECURITIES INC.24,628$2.72M0.45%-7,30213F-HRTimeline
Delta Investment Management, LLC24,523$2.71M0.45%+16913F-HRTimeline
KDK Private Wealth Management, LLC24,303$2.68M2.22%-1913F-HRTimeline
Proficio Capital Partners LLC23,995$2.65M0.1%-1,89313F-HRTimeline
Net Worth Advisory Group23,626$2.61M0.66%-3,00713F-HRTimeline
&PARTNERS23,277$2.57M0.01%-2,42613F-HRTimeline
ALLIANCEBERNSTEIN L.P.23,212$2.56M<0.01%-65,18613F-HRTimeline
Core Wealth Partners LLC23,186$2.56M1.09%-76413F-HRTimeline
BLAIR WILLIAM & CO/IL22,909$2.53M0.01%+46813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management22,901$2.53M0.08%-72613F-HRTimelineGroup
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC22,811$2.52M2%+73213F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…22,701$2.5M0.81%-1,61613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…22,668$2.5M0.01%-1,71513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,487$2.48M0.05%-1,18713F-HRTimelineGroup
Realta Investment Advisors22,469$2.48M0.77%+1,79513F-HRTimeline
Foundry Financial Group, Inc.22,184$2.45M1.06%+16313F-HRTimeline
AVALON CAPITAL MANAGEMENT22,039$2.43M0.58%+14,67613F-HRTimeline
FINANCIAL DISCOVERY GROUP INC21,916$2.42M5.16%-97113F-HRTimeline
Capital Advisors, Ltd. LLC21,507$2.37M0.24%+1,22413F-HRTimeline
Compound Planning, Inc.21,265$2.35M0.06%+94913F-HRTimeline
STRATEGY ASSET MANAGERS LLC21,170$2.34M0.35%+11613F-HRTimeline
Madson Wealth Advisors Inc21,156$2.33M1.59%-2,21813F-HRTimeline
Mission Creek Capital Partners, Inc.20,712$2.29M0.4%-1,71313F-HRTimeline
Waverly Advisors, LLC20,482$2.26M0.01%+3,15713F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC20,023$2.21M0.27%-98213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…20,019$2.21M0.04%+11,56213F-HRTimelineGroup
Tempus Wealth Planning, LLC19,505$2.15M0.42%-2,93213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC19,410$2.14M0.34%-6,99913F-HRTimeline
Western Wealth Management, LLC19,408$2.14M0.07%-4,68413F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC19,406$2.14M0.42%+3,63113F-HRTimeline
Abacus Planning Group, Inc.19,122$2.11M0.26%+213F-HRTimeline
Birchcreek Wealth Management, LLC19,069$2.1M0.82%+4,53113F-HRTimeline
SWEENEY & MICHEL, LLC18,972$2.09M0.55%-1,86913F-HRTimeline
FLOW TRADERS U.S. LLC18,329$2.02M0.08%-62,03013F-HRTimeline
ATX Financial Planning, LLC18,289$2.02M1.34%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC18,012$1.99M0.23%+1,07013F-HRTimeline
Legacy Wealth Partners, LLC18,012$1.99M0.45%+3,33813F-HRTimeline
CENTAURUS FINANCIAL, INC.17,948$1.98M0.08%+1,60513F-HRTimeline
Vise Technologies, Inc.17,692$1.95M0.02%+92913F-HRTimeline
Shepherd Financial Partners LLC17,551$1.94M0.16%+2,92713F-HRTimeline
Leelyn Smith, LLC17,519$1.93M0.24%+7,36013F-HRTimeline
ASPIRIANT, LLC17,429$1.92M0.05%-40213F-HRTimeline
GenWealth Group, Inc.17,317$1.91M0.3%+11213F-HRTimeline
Legacy Wealth Advisors, LLC17,054$1.88M0.81%+15113F-HRTimeline
Perennial Advisors, LLC16,876$1.86M0.29%+36313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,860$1.86M0.02%-3,35713F-HRTimelineGroup
Weaver Consulting Group16,412$1.81M0.37%-5,27613F-HRTimeline
CALTON & ASSOCIATES, INC.16,284$1.8M0.26%-15,56113F-HRTimeline
Financial Management Professionals, Inc.16,221$1.79M0.17%013F-HRTimeline
Cadia Private Client LLC16,154$1.78M1.28%-22,45013F-HRTimeline
LightSquare Wealth Management, LLC15,834$1.75M1.2%+22913F-HRTimeline
HFG Advisors, Inc.15,811$1.74M1.09%-2,61713F-HRTimeline
WCG Wealth Advisors LLC15,560$1.72M0.04%+65013F-HRTimeline
Walser Wealth Management Company, A Ltd…15,550$1.72M0.71%+8,73613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,390$1.7M<0.01%+50813F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC15,390$1.69M0.19%013F-HRTimeline
Canal Capital Management, LLC15,245$1.68M0.21%new13F-HRTimeline
IFG Advisory, LLC14,990$1.65M0.06%new13F-HRTimeline
Kings Path Partners LLC14,964$1.65M0.44%+58813F-HRTimeline
SVB WEALTH LLC14,925$1.65M0.1%-45413F-HRTimeline
CENTRAL BANK & TRUST CO14,907$1.64M0.23%-31513F-HRTimeline
Prosperity Advisers, LLC14,894$1.64M1.19%-1013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,762$1.63M0.02%+64413F-HRTimelineGroup
NVWM, LLC14,427$1.59M0.32%+8,96513F-HRTimeline
Bosman Wealth Management, LLC14,051$1.55M0.96%013F-HRTimeline
LM Advisors LLC14,050$1.55M0.18%+12,64913F-HRTimeline
Snowden Capital Advisors LLC14,041$1.55M0.04%-2,17413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…13,898$1.53M0.63%+2,78413F-HRTimelineGroup
Prospera Financial Services Inc13,676$1.51M0.02%-6,35613F-HRTimeline
Wick Capital Partners, LLC13,630$1.5M0.23%+21113F-HRTimeline
World Investment Advisors13,543$1.49M0.02%+97113F-HRTimeline
Intellus Advisors LLC13,536$1.49M0.18%+4,15513F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.13,563$1.49M0.45%+3313F-HRTimeline
PATTEN & PATTEN INC/TN13,464$1.49M0.08%-1,50013F-HRTimeline
Savant Capital, LLC13,352$1.47M<0.01%+7,14313F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…13,286$1.47M0.03%new13F-HRTimelineGroup
Mainsail Financial Group, LLC12,944$1.43M0.49%-14,80513F-HRTimeline
Courage Miller Partners, LLC12,715$1.4M0.37%+14013F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC12,680$1.4M0.17%-11,08713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OneDigital Investment Advisors LLC12,605$1.39M0.01%+4,79013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,526$1.38M0.04%+1,41313F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC12,494$1.38M0.75%+41713F-HRTimeline
Authentikos Wealth Advisory, LLC12,459$1.37M0.88%-1,27613F-HRTimeline
Western Financial Corp/CA12,431$1.37M0.4%+67513F-HRTimeline
LOWERY THOMAS, LLC12,428$1.37M0.67%+76713F-HRTimeline
Atomic Invest LLC12,235$1.35M0.12%new13F-HRTimeline
Larry Mathis Financial Planning, LLC12,201$1.35M1.03%-39,33113F-HR/ATimeline
Sage Advisory Services, Ltd.Co.12,078$1.33M0.66%013F-HRTimeline
Sierra Capital LLC12,042$1.33M0.13%+4,28813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,009$1.33M0.08%+1,53613F-HRTimeline
Burford Brothers, Inc.11,962$1.32M0.48%-4713F-HRTimeline
Estate Counselors, LLC11,905$1.31M0.11%-1,79513F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI11,881$1.31M0.06%+6,09813F-HRTimeline
Ifrah Financial Services, Inc.11,880$1.31M0.32%+1813F-HRTimeline
Allworth Financial LP11,874$1.31M0.01%-3,22613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,825$1.3M0.06%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC11,791$1.3M0.26%+1,16613F-HRTimeline
National Wealth Management Group, LLC11,735$1.3M0.4%-58613F-HRTimeline
Advisory Alpha, LLC11,697$1.29M0.03%-2413F-HRTimeline
Federation des caisses Desjardins du Qu…11,464$1.26M<0.01%-21,81813F-HRTimeline
Pathway Financial Advisors LLC11,220$1.24M0.14%-18113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,177$1.23M<0.01%-1,89313F-HRTimelineGroup
Hardworking Capital Advisors, LLC11,168$1.23M1.01%-2,69913F-HRTimeline
Archford Capital Strategies, LLC11,155$1.23M0.12%+6,37913F-HRTimeline
Fonville Wealth Management LLC11,133$1.23M0.2%-77313F-HRTimeline
One Capital Management, LLC11,118$1.23M0.03%013F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC11,096$1.22M0.71%+1,23813F-HRTimeline
Navigate Wealth Management, LLC11,094$1.22M0.76%+1,61913F-HRTimeline
BANQUE PICTET & CIE SA11,055$1.22M0.01%-102,03413F-HRTimeline
OLD NATIONAL BANCORP /IN/10,975$1.21M0.02%-2,52313F-HRTimeline
Darden Wealth Group Inc10,909$1.2M0.48%+9613F-HRTimeline
Perigon Wealth Management, LLC10,863$1.2M0.02%-44413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co10,824$1.19M<0.01%-29713F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.10,807$1.19M0.04%+1,80513F-HRTimeline
Stonebridge Financial Group, LLC/CA10,794$1.19M0.16%13F-HRTimeline
Frontier Asset Management, LLC10,774$1.19M0.21%+25013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,627$1.17M<0.01%+13913F-HRTimelineGroup
CHOREO, LLC10,587$1.17M0.01%-7013F-HRTimeline
Crews Bank & Trust10,571$1.17M0.15%-90713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,561$1.17M0.02%-11,18813F-HRTimeline
CIDEL ASSET MANAGEMENT INC10,449$1.15M0.06%013F-HRTimeline
Baker Ellis Asset Management LLC10,402$1.15M0.12%+7,95213F-HRTimeline
Sequoia Financial Advisors, LLC10,335$1.14M0.01%+213F-HRTimeline
Edgemoor Investment Advisors, Inc.10,260$1.13M0.08%-25013F-HRTimeline
Bison Wealth, LLC10,231$1.13M0.1%+2813F-HRTimeline
Signal Advisors Wealth, LLC10,166$1.12M0.06%-7,59313F-HRTimeline
Compass Ion Advisors, LLC10,105$1.12M0.1%-53513F-HRTimeline
Consilium Wealth Advisory, LLC9,972$1.1M0.33%+84713F-HRTimeline
LINCOLN CAPITAL CORP9,972$1.1M0.36%+51213F-HRTimeline
Savvy Advisors, Inc.9,806$1.08M0.02%-95213F-HRTimeline
EP Wealth Advisors, LLC9,586$1.06M<0.01%+5,75513F-HRTimeline
Arkadios Wealth Advisors9,572$1.06M0.02%-2,23013F-HRTimeline
FIRST AMERICAN TRUST, FSB9,545$1.05M0.06%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,414$1.04M<0.01%-8,74013F-HRTimelineGroup
Markowski Investments9,407$1.04M0.23%13F-HRTimeline
Balefire, LLC9,319$1.03M0.17%-8313F-HRTimeline
Arkos Global Advisors9,248$1.02M0.12%-1013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD9,235$1.02M<0.01%013F-HRTimelineGroup
Buska Wealth Management, LLC9,180$1.01M0.37%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC9,172$1.01M0.19%+10913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC9,149$1.01M0.03%+38013F-HRTimeline