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Disclosery

SHV ISHARES TR

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SHS (fund)

719 managers (726 13F filers) reported a position in SHV shares at 2025-03-31, 87,411,116 shares in all. 82 filers opened a position and 75 filers sold out during the quarter.

Managers
719
13F filers
726
New
82
Added
283
Reduced
271
Sold out
75
Shares held by filers
87,411,116

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Sanctuary Advisors, LLC39,275$4.34M0.03%+48513F-HRTimeline
Strategic Blueprint, LLC39,097$4.32M0.24%+36,45113F-HRTimeline
Luminist Capital LLC39,125$4.31M4.64%+10,69813F-HRTimeline
AVALON CAPITAL MANAGEMENT38,870$4.29M1.25%+12,25213F-HRTimeline
Camarda Financial Advisors, LLC38,472$4.25M1.92%+23313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC38,340$4.24M0.13%-3,47313F-HRTimelineGroup
SURIENCE PRIVATE WEALTH LLC37,322$4.12M7.19%new13F-HRTimeline
FULLCIRCLE WEALTH LLC37,325$4.12M1.7%new13F-HRTimeline
Rossby Financial, LCC37,304$4.12M1.78%new13F-HRTimeline
INVESTMENT MANAGEMENT ASSOCIATES INC /A…37,255$4.12M1.68%+22,46713F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…36,979$4.08M1.68%-4,16013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…36,842$4.07M0.04%+10,46013F-HRTimelineGroup
Orion Porfolio Solutions, LLC36,265$4.01M0.04%+1,36613F-HRTimeline
Orion Portfolio Solutions, LLC36,265$4.01M0.04%+1,36613F-HR/ATimeline
OBSIDIAN CIO, LLC35,327$3.9M0.63%+3313F-HRTimeline
PATTON FUND MANAGEMENT, INC.35,050$3.87M0.94%-34713F-HRTimeline
Alexis Investment Partners, LLC34,980$3.86M1.85%-1,09013F-HRTimeline
INVESTMENT HOUSE LLC34,812$3.85M0.22%+80113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC34,786$3.84M0.4%-1,36413F-HRTimeline
Baring Financial LLC34,780$3.84M3.23%+12,17613F-HRTimeline
Gould Capital, LLC34,719$3.84M2.68%-1,92513F-HRTimeline
BANQUE PICTET & CIE SA34,598$3.82M0.04%+5,65613F-HRTimeline
Pacifica Partners Inc.34,509$3.8M1.73%+4,45913F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC34,178$3.78M2.06%+2,48813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC34,173$3.77M0.07%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding34,149$3.77M+2,235Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…34,029$3.76M0.02%-3,44413F-HRTimelineGroup
ARRIEN INVESTMENTS, INC.33,892$3.74M2.68%+6,74613F-HRTimeline
CVA Family Office, LLC33,607$3.71M0.57%+8,35313F-HRTimeline
GWN SECURITIES INC.33,530$3.7M0.21%+13,96013F-HRTimeline
MGO ONE SEVEN LLC33,435$3.69M0.14%+43413F-HRTimeline
SBI Securities Co., Ltd.33,350$3.68M0.12%-7,99113F-HRTimeline
San Luis Wealth Advisors LLC32,999$3.65M0.82%+10,32313F-HR/ATimeline
BFSG, LLC32,930$3.64M0.44%+6,39713F-HRTimeline
Virtue Capital Management, LLC32,697$3.61M0.42%+13,45313F-HRTimeline
Principia Wealth Advisory, LLC32,308$3.56M3.43%+5,96413F-HRTimeline
Clearstead Advisors, LLC30,664$3.39M0.05%-21,86813F-HRTimeline
Composition Wealth, LLC29,930$3.31M0.07%+10,29313F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC29,807$3.29M2.82%-48,63413F-HRTimelineGroup
Balentine LLC29,666$3.28M0.14%013F-HRTimeline
Fiduciary Alliance LLC29,530$3.26M0.32%-47813F-HRTimeline
Premier Path Wealth Partners, LLC29,311$3.24M0.5%+1,99413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.28,982$3.2M0.18%+18,11513F-HR/ATimelineGroup
Advisor Resource Council28,702$3.17M0.26%new13F-HRTimeline
Aegis Wealth Management LLC28,460$3.14M1.85%new13F-HRTimeline
Good Life Advisors, LLC27,997$3.09M0.22%+2,26813F-HRTimeline
STRATEGY ASSET MANAGERS LLC27,890$3.08M0.64%+6,65813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC27,568$3.05M0.65%+22513F-HRTimeline
EIGHT 31 FINANCIAL, LLC27,259$3.01M1.93%-328,65013F-HRTimeline
TWO SIGMA SECURITIES, LLC26,960$2.98M0.46%+11213F-HRTimeline
KDK Private Wealth Management, LLC26,701$2.94M3.35%-43713F-HRTimeline
Capital Advisors, Ltd. LLC26,404$2.92M0.38%-93513F-HRTimeline
Waverly Advisors, LLC25,968$2.87M0.03%new13F-HRTimeline
Copperwynd Financial, LLC25,737$2.84M0.78%new13F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.25,636$2.83M0.58%+9,83313F-HRTimeline
Allworth Financial LP25,392$2.8M0.02%+65113F-HRTimeline
Trilogy Capital Inc.25,017$2.76M0.14%+18,51113F-HRTimeline
Sequoia Financial Advisors, LLC24,922$2.75M0.02%-1,43113F-HRTimeline
Grant/GrossMendelsohn, LLC24,895$2.75M1.53%new13F-HRTimeline
OAK FAMILY ADVISORS, LLC24,622$2.72M1.13%-2,17013F-HRTimeline
Core Wealth Partners LLC24,561$2.71M1.58%+1,88713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding24,549$2.7M-15,010Timeline
AXXCESS WEALTH MANAGEMENT, LLC24,110$2.66M0.07%-1613F-HRTimeline
IMA Advisory Services, Inc.24,025$2.65M0.31%+7,20613F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC23,800$2.63M1.97%-35,01413F-HRTimeline
HFG Advisors, Inc.23,622$2.61M2.23%+11,45113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC23,444$2.59M0.11%+6,43413F-HRTimelineGroup
First Horizon Advisors, Inc.23,351$2.58M0.07%-3,37913F-HRTimeline
HB Wealth Management, LLC23,308$2.57M0.02%new13F-HRTimeline
Ethos Financial Group, LLC23,382$2.57M0.25%013F-HRTimeline
First Heartland Consultants, Inc.23,009$2.54M0.26%new13F-HRTimeline
Heartland Bank & Trust Co22,818$2.52M1.29%-19,90913F-HRTimeline
J.W. COLE ADVISORS, INC.22,733$2.51M0.08%+5,68313F-HRTimeline
Impact Partnership Wealth, LLC22,615$2.5M0.53%+7,81613F-HRTimeline
LFA - Lugano Financial Advisors SA22,442$2.48M1.69%-9,85713F-HRTimeline
OneDigital Investment Advisors LLC22,400$2.47M0.03%-3,98613F-HRTimeline
FLC Capital Advisors22,254$2.46M0.55%+1,55513F-HRTimeline
AE Wealth Management LLC22,197$2.45M0.02%-27,08813F-HRTimeline
Astor Investment Management LLC21,783$2.41M1.28%-1,54913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,703$2.4M0.02%-6,20313F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding21,434$2.37M-7,779Timeline
Snowden Capital Advisors LLC21,325$2.36M0.08%-84313F-HRTimeline
KELLEHER FINANCIAL ADVISORS21,247$2.35M0.94%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…21,237$2.35M0.05%-4,70913F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC21,142$2.34M0.52%-3,49513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP21,068$2.33M0.04%-10,11613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,018$2.32M0.09%+4,79313F-HRTimelineGroup
EAGLE ROCK INVESTMENT COMPANY, LLC21,005$2.32M0.4%013F-HRTimeline
Birchcreek Wealth Management, LLC20,965$2.32M1.46%-1,10613F-HRTimeline
Pinnacle Financial Partners Inc20,907$2.3M0.05%-6,52613F-HRTimeline
Argent Advisors, Inc.20,481$2.26M0.76%+1,41313F-HRTimeline
Optivise Advisory Services LLC20,424$2.26M1.27%-12313F-HRTimeline
Shepherd Financial Partners LLC20,381$2.25M0.26%-2,25613F-HRTimeline
Wick Capital Partners, LLC20,198$2.23M0.67%+2,10813F-HRTimeline
TD Waterhouse Canada Inc.20,264$2.23M0.02%+12,27713F-HRTimeline
Fermata Advisors, LLC19,736$2.18M0.39%-3,58313F-HRTimeline
ASPIRIANT, LLC19,723$2.18M0.08%+43513F-HRTimeline
Compound Planning, Inc.19,215$2.12M0.1%+59513F-HRTimeline
Advisory Alpha, LLC19,206$2.12M0.07%+1,97313F-HR/ATimeline
Abacus Planning Group, Inc.19,114$2.11M0.37%-13513F-HRTimeline
Transcendent Capital Group LLC18,885$2.09M1.17%-60013F-HRTimeline
SWMG, LLC18,398$2.03M0.81%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC18,190$2.01M0.28%013F-HRTimeline
Beacon Bank & Trust17,982$1.99M0.48%+3,18013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC17,963$1.98M0.65%-2,71113F-HRTimeline
BLAIR WILLIAM & CO/IL17,798$1.97M0.01%+9,04413F-HRTimeline
MMBG INVESTMENT ADVISORS CO.17,725$1.96M0.22%-1,05513F-HRTimeline
SOL Capital Management CO17,670$1.95M0.22%-34,14713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,578$1.94M0.02%-1,17113F-HRTimelineGroup
ARS Wealth Advisors Group, LLC17,496$1.93M0.27%-4413F-HRTimeline
Greenspring Advisors, LLC17,355$1.92M0.45%+1,50913F-HRTimeline
Turning Point Benefit Group, Inc.16,946$1.87M1.75%+6,52013F-HRTimeline
Foundry Financial Group, Inc.16,763$1.85M1.14%-42913F-HRTimeline
Fonville Wealth Management LLC16,604$1.83M0.54%+8,80613F-HRTimeline
Tempus Wealth Planning, LLC16,408$1.81M0.54%+9,38513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,313$1.8M<0.01%-4,14813F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.16,305$1.8M<0.01%-11,81313F-HRTimeline
Ashton Thomas Private Wealth, LLC16,068$1.77M0.07%-5,05913F-HRTimeline
J. W. Coons Advisors, LLC15,970$1.76M0.47%+21513F-HRTimeline
GenWealth Group, Inc.15,891$1.76M0.39%+5,48613F-HRTimeline
IPG Investment Advisors LLC15,815$1.75M0.4%+95813F-HRTimeline
LINCOLN CAPITAL CORP15,781$1.74M0.73%-15613F-HRTimeline
Financial Management Professionals, Inc.15,471$1.71M0.22%+7,02013F-HRTimeline
Flagship Private Wealth, LLC15,430$1.7M0.81%-20,79813F-HRTimeline
Federation des caisses Desjardins du Qu…15,299$1.69M0.01%-514,75913F-HRTimeline
RFG Advisory, LLC15,267$1.69M0.05%-82,04113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers15,156$1.67M<0.01%-39,92313F-HRTimelineGroup
GTS SECURITIES LLC15,066$1.66M0.07%-76,15213F-HRTimeline
EHRLICH FINANCIAL GROUP14,922$1.65M1.2%-3,64413F-HRTimeline
Realta Investment Advisors14,710$1.62M0.74%-81913F-HRTimeline
Kings Path Partners LLC14,535$1.61M0.79%+1,01713F-HRTimeline
Cunning Capital Partners, LP14,000$1.55M0.99%+2,75013F-HRTimeline
Astra Wealth Partners LLC13,981$1.54M1.47%+93213F-HRTimeline
Edgemoor Investment Advisors, Inc.13,610$1.5M0.14%-68513F-HRTimeline
Engineers Gate Manager LP13,610$1.5M0.03%+9,83413F-HRTimeline
LM Advisors LLC13,572$1.5M0.27%+6413F-HRTimeline
Bison Wealth, LLC13,464$1.49M0.14%new13F-HRTimeline
Prospera Financial Services Inc13,348$1.47M0.03%+3,72413F-HRTimeline
WealthTrak Capital Management LLC12,993$1.44M1.24%-16613F-HRTimeline
CHOREO, LLC12,980$1.43M0.02%-1,52513F-HRTimeline
Destination Wealth Management12,974$1.43M0.05%+1,97813F-HRTimeline
Frontier Asset Management, LLC12,934$1.43M0.41%-19,74513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co12,756$1.41M<0.01%-55113F-HR/ATimelineGroup
Western Financial Corp/CA12,736$1.41M0.82%-1,00813F-HRTimeline
Dynamic Advisor Solutions LLC12,735$1.41M0.05%-43,39113F-HRTimeline
Perigon Wealth Management, LLC12,646$1.4M0.04%-3,91813F-HRTimeline
Sovran Advisors, LLC12,626$1.39M0.18%+7,61113F-HRTimeline
Rehmann Capital Advisory Group12,099$1.34M0.08%-6913F-HRTimeline
Sage Advisory Services, Ltd.Co.12,078$1.33M0.78%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,012$1.33M0.04%new13F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC11,850$1.31M0.16%-2,86613F-HRTimeline
BOSTON FAMILY OFFICE LLC11,825$1.31M0.09%+3,14813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,643$1.29M0.08%+4,66213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,530$1.27M0.02%+3,09313F-HRTimelineGroup
Pathway Financial Advisors LLC11,481$1.27M0.23%-85913F-HRTimeline
Darden Wealth Group Inc11,366$1.26M0.97%-10913F-HRTimeline
Arkadios Wealth Advisors11,100$1.23M0.05%+5,70113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,056$1.22M0.02%013F-HRTimeline
Crews Bank & Trust11,033$1.22M0.21%-90813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,025$1.22M<0.01%-5,58813F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC10,869$1.2M0.05%-7,46013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC10,749$1.19M0.44%+69213F-HRTimeline
Perennial Advisors, LLC10,652$1.18M0.23%new13F-HRTimeline
&PARTNERS10,651$1.18M0.01%-1,84813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT10,557$1.17M0.09%+37813F-HRTimeline
Headlands Technologies LLC10,521$1.16M0.13%+7,88413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,489$1.16M0.02%-33513F-HRTimelineGroup
Empirical Finance, LLC10,465$1.16M0.07%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO10,368$1.15M0.03%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,308$1.14M0.03%-46413F-HRTimeline
Arax Advisory Partners10,233$1.13M0.07%-1,76513F-HRTimeline
Keebeck Wealth Management10,214$1.13M0.17%-75613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,162$1.12M0.03%-81513F-HRTimelineGroup
WJ Wealth Management, LLC10,038$1.11M0.39%+2,02613F-HRTimeline
Ifrah Financial Services, Inc.9,871$1.09M0.31%+41813F-HRTimeline
Callan Family Office, LLC9,841$1.09M0.08%-3,39113F-HRTimeline
Arkos Global Advisors9,766$1.08M0.16%-35813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp9,722$1.07M0.05%+9,68013F-HRTimelineGroup
Leibman Financial Services, Inc.9,655$1.07M0.83%013F-HRTimeline
WHITTIER TRUST CO9,544$1.05M0.01%013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC9,472$1.05M0.24%+3,64413F-HRTimeline
GREENLEAF TRUST9,471$1.05M0.01%013F-HRTimeline
Private Advisory Group LLC9,446$1.04M0.12%-46,17013F-HRTimeline
NAPATREE CAPITAL LLC9,364$1.03M0.58%+1,68313F-HRTimeline
Heritage Wealth Partners, LLC9,342$1.03M1.57%-13513F-HRTimeline
Rosenberg Matthew Hamilton9,309$1.03M0.26%+1913F-HRTimeline
Leelyn Smith, LLC9,308$1.03M0.18%+4,75313F-HRTimeline
Capital Asset Advisory Services LLC9,278$1.02M0.05%+48413F-HRTimeline
Regal Investment Advisors LLC9,054$1M0.08%-1,63013F-HRTimeline
Fortis Group Advisors, LLC8,956$989K0.19%-4,14213F-HRTimeline
Courage Miller Partners, LLC8,923$986K0.33%+9613F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…8,858$978K0.05%+5,89613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…8,827$975K0.71%-2,01513F-HRTimelineGroup
Forza Wealth Management, LLC8,802$972K0.44%013F-HRTimeline
IFG Advisory, LLC8,794$971K0.05%+21213F-HRTimeline
Westfuller Advisors, LLC8,755$967K0.65%new13F-HRTimeline
Root Financial Partners, LLC8,738$965K0.1%-1,06013F-HRTimeline
Authentikos Wealth Advisory, LLC8,617$952K0.74%+5,07813F-HR/ATimeline
Plum Street Advisors, LLC8,612$951K0.46%-3,35013F-HRTimeline
Sandy Cove Advisors, LLC8,380$926K0.37%+1,62713F-HRTimeline