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Disclosery

SHV ISHARES TR

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SHS (fund)

716 managers (724 13F filers) reported a position in SHV shares at 2024-12-31, 82,669,723 shares in all. 62 filers opened a position and 54 filers sold out during the quarter.

Managers
716
13F filers
724
New
62
Added
248
Reduced
269
Sold out
54
Shares held by filers
82,669,723

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
GOULD ASSET MANAGEMENT LLC /CA/38,751$4.27M0.9%+10,63713F-HRTimeline
Camarda Financial Advisors, LLC38,239$4.21M1.58%-17,84513F-HRTimeline
Institute for Wealth Management, LLC.37,574$4.14M0.52%+11,24113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…37,473$4.13M0.02%-1,49213F-HRTimelineGroup
MAI Capital Management36,741$4.05M0.03%new13F-HRTimeline
Gould Capital, LLC36,644$4.03M2.81%+1,29913F-HRTimeline
Flagship Private Wealth, LLC36,228$3.99M1.92%+26,92113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC36,150$3.98M0.41%+1,25313F-HRTimeline
Alexis Investment Partners, LLC36,070$3.97M1.94%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management35,863$3.95M0.12%+1,01213F-HRTimelineGroup
PATTON FUND MANAGEMENT, INC.35,397$3.9M0.76%-3,50913F-HRTimeline
OBSIDIAN CIO, LLC35,294$3.89M0.71%+7,20213F-HRTimeline
Orion Porfolio Solutions, LLC34,899$3.84M0.04%+14,22813F-HRTimeline
Orion Portfolio Solutions, LLC34,899$3.84M0.04%+14,22813F-HRTimeline
INVESTMENT HOUSE LLC34,011$3.74M0.2%-9,57913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,921$3.74M0.01%-47,12813F-HRTimelineGroup
EFG Private Wealth Management (Americas…33,804$3.72M0.72%-3,52513F-HRTimeline
Spartan Planning & Wealth Management33,698$3.71M3.39%13F-HRTimeline
MGO ONE SEVEN LLC33,001$3.63M0.14%+1,11713F-HRTimeline
Frontier Asset Management, LLC32,679$3.6M1.19%-2,31913F-HRTimeline
LFA - Lugano Financial Advisors SA32,299$3.56M2.33%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding31,914$3.51M+8,308Timeline
IRONWOOD INVESTMENT MANAGEMENT LLC31,690$3.49M1.74%+59413F-HRTimeline
SVB WEALTH LLC31,326$3.45M0.06%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP31,184$3.43M0.06%+6,06913F-HR/ATimelineGroup
Pacifica Partners Inc.30,050$3.31M1.43%+2,23513F-HRTimeline
Fiduciary Alliance LLC30,008$3.3M0.33%+32513F-HRTimeline
Balentine LLC29,666$3.27M0.13%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG29,573$3.26M0.06%013F-HRTimelineGroup
New Capital Management LP29,478$3.25M0.95%-8613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding29,213$3.22M-12,861Timeline
BANQUE PICTET & CIE SA28,942$3.19M0.03%-47,96313F-HRTimeline
Luminist Capital LLC28,427$3.13M5.44%13F-HRTimeline
ALLIANCEBERNSTEIN L.P.28,118$3.1M<0.01%-446,71113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,906$3.07M0.03%+15,49813F-HRTimelineGroup
Pinnacle Financial Partners Inc27,433$3.03M0.06%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC27,343$3.01M0.66%+1,64813F-HRTimeline
Capital Advisors, Ltd. LLC27,339$3.01M0.38%-5,15813F-HRTimeline
Premier Path Wealth Partners, LLC27,317$3.01M0.46%+1,37013F-HRTimeline
ARRIEN INVESTMENTS, INC.27,146$3M2.14%-9,21213F-HRTimeline
KDK Private Wealth Management, LLC27,138$2.99M3.1%13F-HRTimeline
TWO SIGMA SECURITIES, LLC26,848$2.96M0.54%+11,13513F-HRTimeline
OAK FAMILY ADVISORS, LLC26,792$2.95M1.15%+4,21613F-HRTimeline
First Horizon Advisors, Inc.26,730$2.94M0.08%+7,80413F-HRTimeline
AVALON CAPITAL MANAGEMENT26,618$2.93M0.95%+14,42413F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC26,503$2.93M0.31%013F-HRTimelineGroup
BFSG, LLC26,533$2.92M0.34%+2,01813F-HRTimeline
OneDigital Investment Advisors LLC26,386$2.91M0.03%-4,80013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…26,382$2.9M0.03%-43,73913F-HRTimelineGroup
Sequoia Financial Advisors, LLC26,353$2.9M0.03%-10,72413F-HR/ATimeline
Principia Wealth Advisory, LLC26,344$2.9M2.73%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,946$2.86M0.06%+3,73813F-HRTimelineGroup
Good Life Advisors, LLC25,729$2.83M0.21%-27,43313F-HRTimeline
Midwest Professional Planners, LTD.25,466$2.8M0.84%+2,19713F-HRTimeline
CVA Family Office, LLC25,254$2.78M0.44%+3,61213F-HRTimeline
Allworth Financial LP24,741$2.73M0.02%-1,47913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC24,637$2.71M0.6%+9,75613F-HRTimeline
Coppell Advisory Solutions LLC24,386$2.68M0.38%-1,76813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,126$2.66M0.07%+7813F-HRTimeline
Ethos Financial Group, LLC23,382$2.57M0.34%-69,73513F-HRTimeline
Astor Investment Management LLC23,332$2.57M1.32%-19,76613F-HRTimeline
Fermata Advisors, LLC23,319$2.57M0.48%+8,65113F-HRTimeline
WEALTH ALLIANCE, LLC22,877$2.52M0.3%-5,55013F-HRTimeline
San Luis Wealth Advisors LLC22,676$2.5M0.47%-4,25113F-HRTimeline
Core Wealth Partners LLC22,674$2.5M1.43%+31313F-HRTimeline
Shepherd Financial Partners LLC22,637$2.49M0.3%-3,95513F-HRTimeline
Clarity Financial LLC22,625$2.49M0.3%-35913F-HRTimeline
Baring Financial LLC22,604$2.49M2.22%13F-HRTimeline
Snowden Capital Advisors LLC22,168$2.44M0.08%+17,58313F-HRTimeline
Birchcreek Wealth Management, LLC22,071$2.43M1.53%-21,62113F-HRTimeline
Apex Wealth Management, LLC21,984$2.42M2.09%13F-HRTimeline
Legacy Advisory Services, LLC21,761$2.4M2.04%new13F-HRTimeline
Independent Advisor Alliance21,256$2.34M0.03%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC21,232$2.34M0.45%+3,88413F-HRTimeline
Ashton Thomas Private Wealth, LLC21,127$2.33M0.09%+9,62413F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC21,005$2.31M0.38%-2,81513F-HRTimeline
FLC Capital Advisors20,699$2.28M0.52%-1,43013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC20,674$2.28M0.71%-1,41813F-HRTimeline
Optivise Advisory Services LLC20,547$2.26M1.22%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC20,461$2.25M<0.01%+15813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,073$2.21M<0.01%+6,16413F-HRTimelineGroup
Venturi Wealth Management, LLC20,000$2.2M0.11%013F-HRTimeline
Composition Wealth, LLC19,637$2.16M0.04%-84913F-HRTimeline
GWN SECURITIES INC.19,570$2.15M0.58%13F-HRTimeline
Transcendent Capital Group LLC19,485$2.15M1.11%+8,90413F-HRTimeline
Bison Wealth, LLC19,444$2.14M0.47%-5,76713F-HRTimeline
ASPIRIANT, LLC19,288$2.12M0.08%013F-HRTimeline
Abacus Planning Group, Inc.19,249$2.12M0.37%+2413F-HRTimeline
Virtue Capital Management, LLC19,244$2.12M0.43%-161,36713F-HRTimeline
Argent Advisors, Inc.19,068$2.1M0.78%+9,34213F-HRTimeline
MMBG INVESTMENT ADVISORS CO.18,780$2.07M0.22%-13,99513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…18,749$2.06M0.02%+1813F-HRTimelineGroup
Compound Planning, Inc.18,620$2.05M0.1%-3,60413F-HRTimeline
EHRLICH FINANCIAL GROUP18,566$2.04M1.45%-1,25113F-HRTimeline
EAGLE GLOBAL ADVISORS LLC18,329$2.02M0.08%-8,10013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC18,190$2M0.28%013F-HRTimeline
Wick Capital Partners, LLC18,090$1.99M0.59%+4,13013F-HR/ATimeline
MFA Wealth Services17,723$1.95M1.57%13F-HRTimeline
ARS Wealth Advisors Group, LLC17,540$1.93M0.27%-22013F-HRTimeline
Advisory Alpha, LLC17,233$1.9M0.07%-813F-HRTimeline
Foundry Financial Group, Inc.17,192$1.89M1.17%+3,93313F-HRTimeline
J.W. COLE ADVISORS, INC.17,050$1.88M0.08%-30,31913F-HRTimeline
Latitude Advisors, LLC17,023$1.87M1.06%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,010$1.87M0.14%+2,01513F-HRTimelineGroup
IMA Advisory Services, Inc.16,819$1.85M0.22%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,613$1.83M<0.01%-3,41013F-HRTimelineGroup
Perigon Wealth Management, LLC16,564$1.83M0.04%-5,30213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP130,991$1.79M<0.01%-130,23713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…16,225$1.79M0.06%-3,15613F-HRTimelineGroup
LINCOLN CAPITAL CORP15,937$1.75M0.72%+27913F-HRTimeline
Greenspring Advisors, LLC15,846$1.74M0.38%+36813F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.15,803$1.74M0.38%+43613F-HRTimeline
J. W. Coons Advisors, LLC15,755$1.73M0.45%+2,08013F-HRTimeline
BEARING POINT CAPITAL, LLC15,725$1.73M0.36%13F-HRTimeline
Realta Investment Advisors15,529$1.71M0.7%+1,98113F-HRTimeline
IPG Investment Advisors LLC14,857$1.64M0.37%-35513F-HRTimeline
Beacon Bank & Trust14,802$1.63M0.38%+11,16713F-HRTimeline
Impact Partnership Wealth, LLC14,799$1.63M0.33%-84813F-HRTimeline
INVESTMENT MANAGEMENT ASSOCIATES INC /A…14,788$1.63M0.71%-6,39913F-HRTimeline
49 WEALTH MANAGEMENT, LLC14,716$1.62M0.23%-8,33213F-HRTimeline
CHOREO, LLC14,505$1.6M0.02%-55113F-HRTimeline
Karpus Management, Inc.14,500$1.6M0.05%-11,45013F-HRTimeline
Edgemoor Investment Advisors, Inc.14,295$1.57M0.14%-20013F-HRTimeline
Western Financial Corp/CA13,744$1.51M0.83%+1,09213F-HRTimeline
Kings Path Partners LLC13,518$1.49M0.64%+53413F-HRTimeline
LM Advisors LLC13,508$1.49M0.27%-9113F-HR/ATimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co13,307$1.47M<0.01%-66813F-HRTimelineGroup
Callan Family Office, LLC13,232$1.46M0.09%+2,04713F-HRTimeline
WealthTrak Capital Management LLC13,159$1.45M1.23%13F-HRTimeline
Fortis Group Advisors, LLC13,098$1.44M0.27%-5,65013F-HRTimeline
Astra Wealth Partners LLC13,049$1.44M1.36%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,589$1.39M0.1%new13F-HRTimeline
&PARTNERS12,499$1.37M0.02%+5,07413F-HRTimeline
Pathway Financial Advisors LLC12,340$1.36M0.31%+1,20013F-HRTimeline
Forefront Analytics, LLC12,248$1.35M0.63%-2,95413F-HRTimeline
Cannon Advisors, Inc.12,176$1.34M1.14%-63113F-HRTimeline
HFG Advisors, Inc.12,171$1.34M1.17%+2,44813F-HRTimeline
Rehmann Capital Advisory Group12,168$1.34M0.08%+1813F-HRTimeline
Sage Advisory Services, Ltd.Co.12,078$1.33M0.79%013F-HRTimeline
Arax Advisory Partners11,998$1.32M0.08%-1,00713F-HRTimeline
Plum Street Advisors, LLC11,962$1.32M0.65%+14413F-HRTimeline
Crews Bank & Trust11,941$1.31M0.22%13F-HRTimeline
Darden Wealth Group Inc11,475$1.26M0.85%-13913F-HRTimeline
Cunning Capital Partners, LP11,250$1.24M0.74%+2,30013F-HRTimeline
World Investment Advisors11,072$1.22M0.03%+35313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,056$1.22M0.02%013F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …11,047$1.22M0.39%-20213F-HRTimeline
Destination Wealth Management10,996$1.21M0.04%+32913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,977$1.21M0.03%+77413F-HRTimelineGroup
Keebeck Wealth Management10,970$1.21M0.17%-8,53813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,867$1.2M0.07%+7,99713F-HR/ATimelineGroup
Legacy Investment Solutions, LLC10,842$1.19M0.78%-7,93813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…10,842$1.19M0.78%-7,93813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management10,824$1.19M0.02%-9,04813F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC10,772$1.19M0.03%+5,09513F-HRTimeline
Noble Wealth Management PBC10,763$1.19M0.82%13F-HRTimeline
Regal Investment Advisors LLC10,684$1.18M0.09%-42513F-HRTimeline
Empirical Finance, LLC10,465$1.15M0.07%new13F-HRTimeline
Turning Point Benefit Group, Inc.10,426$1.15M1.09%13F-HRTimeline
Estate Counselors, LLC10,416$1.15M0.12%013F-HRTimeline
GenWealth Group, Inc.10,405$1.15M0.26%+47713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT10,179$1.12M0.08%-1,82913F-HRTimeline
Arkos Global Advisors10,124$1.11M0.16%-3,43613F-HRTimeline
RIA Advisory Group LLC10,092$1.11M0.38%-2,72513F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC10,057$1.11M0.41%+15913F-HRTimeline
TUDOR INVESTMENT CORP ET AL9,840$1.08M0.01%new13F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…9,805$1.08M0.22%+90013F-HRTimeline
Root Financial Partners, LLC9,798$1.08M0.13%+3,14113F-HRTimeline
Finley Financial, LLC9,729$1.07M0.56%13F-HRTimeline
Leibman Financial Services, Inc.9,655$1.06M0.78%-71913F-HRTimeline
Prospera Financial Services Inc9,624$1.06M0.02%-12,29713F-HRTimeline
WHITTIER TRUST CO9,544$1.05M0.01%013F-HRTimeline
Heritage Wealth Partners, LLC9,477$1.04M1.31%-26813F-HRTimeline
GREENLEAF TRUST9,471$1.04M0.01%-1,00013F-HRTimeline
Ifrah Financial Services, Inc.9,453$1.04M0.29%+24213F-HRTimeline
Baker Ellis Asset Management LLC9,450$1.04M0.15%-25013F-HRTimeline
Global View Capital Management LLC9,329$1.03M0.36%13F-HRTimeline
Rosenberg Matthew Hamilton9,290$1.02M0.27%013F-HRTimeline
1834 INVESTMENT ADVISORS CO9,189$1.01M0.13%-2,21613F-HRTimeline
Courage Miller Partners, LLC8,827$972K0.33%+1613F-HRTimeline
ATWOOD & PALMER INC8,818$971K0.07%013F-HRTimeline
Forza Wealth Management, LLC8,802$969K0.44%013F-HRTimeline
Salomon & Ludwin, LLC8,798$969K0.1%+1313F-HRTimeline
Capital Asset Advisory Services LLC8,794$969K0.05%+1,55813F-HRTimeline
BLAIR WILLIAM & CO/IL8,754$964K<0.01%-36613F-HRTimeline
Warberg Asset Management LLC8,696$958K0.26%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC8,677$955K0.07%+4,21913F-HRTimeline
Beverly Hills Private Wealth, LLC8,598$947K0.19%+13413F-HRTimeline
IFG Advisory, LLC8,582$945K0.05%-2,27813F-HRTimeline
KWB Wealth8,531$944K0.12%+11013F-HRTimeline
TruWealth Advisors, LLC8,452$931K0.06%-4,49413F-HRTimeline
Financial Management Professionals, Inc.8,451$931K0.12%+2,80013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,437$929K0.01%-21,97313F-HRTimelineGroup
Probity Advisors, Inc.8,074$889K0.17%-2,17813F-HRTimeline
WJ Wealth Management, LLC8,012$882K0.3%+95713F-HRTimeline
TD Waterhouse Canada Inc.7,987$879K0.01%+31413F-HRTimeline
Archer Investment Corp7,955$876K0.23%+77313F-HRTimeline
Private Portfolio Partners LLC7,878$867K0.16%-13913F-HRTimeline
Core Wealth Advisors, Inc.7,874$867K0.29%013F-HRTimeline
Fortis Advisors, LLC7,853$865K0.57%+11713F-HRTimeline