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Disclosery

SHV ISHARES TR

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SHS (fund)

710 managers (716 13F filers) reported a position in SHV shares at 2025-06-30, 86,847,977 shares in all. 60 filers opened a position and 69 filers sold out during the quarter.

Managers
710
13F filers
716
New
60
Added
290
Reduced
263
Sold out
69
Shares held by filers
86,847,977

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Sovran Advisors, LLC40,740$4.49M0.47%+28,11413F-HRTimeline
Camarda Financial Advisors, LLC40,071$4.42M1.74%+1,59913F-HRTimeline
Pacifica Partners Inc.40,042$4.42M1.79%+5,53313F-HRTimeline
EFG Private Wealth Management (Americas…39,968$4.41M0.81%-1,77013F-HRTimeline
MGO ONE SEVEN LLC39,870$4.4M0.14%+6,43513F-HRTimeline
Keystone Financial Group, Inc.39,207$4.32M2.75%-78013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…38,785$4.28M0.02%+4,75613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…38,759$4.28M0.12%+26,74713F-HRTimelineGroup
Baring Financial LLC38,689$4.27M3.19%+3,90913F-HRTimeline
Net Worth Advisory Group38,417$4.24M0.94%-5,95713F-HRTimeline
OBSIDIAN CIO, LLC38,140$4.21M0.61%+2,81313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.37,819$4.18M0.02%-1,49613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT37,778$4.17M0.09%-11,33013F-HRTimeline
San Luis Wealth Advisors LLC37,456$4.14M0.89%+4,45713F-HRTimeline
SBI Securities Co., Ltd.37,372$4.13M0.12%+4,02213F-HRTimeline
Federation des caisses Desjardins du Qu…36,304$4.01M0.02%+21,00513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.36,139$3.99M0.47%-7,05013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding36,134$3.99M+1,985Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC36,018$3.98M0.1%-2,32213F-HRTimelineGroup
IRONWOOD INVESTMENT MANAGEMENT LLC35,622$3.93M1.91%+1,44413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.35,268$3.89M0.19%+6,28613F-HRTimelineGroup
D.A. DAVIDSON & CO.34,957$3.86M0.03%+26,74013F-HRTimeline
Hershey Financial Advisers, LLC34,913$3.86M3.45%13F-HRTimeline
INVESTMENT HOUSE LLC34,812$3.84M0.19%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC34,798$3.84M0.33%+1213F-HRTimeline
Gould Capital, LLC34,590$3.82M2.55%-12913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV34,544$3.81M0.01%-12,79513F-HRTimeline
PATTON FUND MANAGEMENT, INC.33,327$3.68M0.81%-1,72313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…32,750$3.62M1.31%-4,22913F-HRTimeline
Clearstead Advisors, LLC31,152$3.44M0.05%+48813F-HRTimeline
Atria Wealth Solutions, Inc.30,886$3.41M0.08%-55,08213F-HRTimeline
Principia Wealth Advisory, LLC30,646$3.38M2.87%-1,66213F-HRTimeline
STRATEGY ASSET MANAGERS LLC30,505$3.37M0.63%+2,61513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,502$3.37M0.02%+26,52413F-HRTimelineGroup
BURLING WEALTH PARTNERS, LLC30,207$3.34M0.62%new13F-HRTimeline
First Heartland Consultants, Inc.30,180$3.33M0.3%+7,17113F-HRTimeline
Balentine LLC29,666$3.28M0.13%013F-HRTimeline
Premier Path Wealth Partners, LLC29,595$3.27M0.45%+28413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC29,388$3.25M0.13%+5,94413F-HRTimelineGroup
Fiduciary Alliance LLC29,046$3.21M0.24%-48413F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC28,885$3.19M2.77%-92213F-HRTimelineGroup
Bosman Wealth Management, LLC28,499$3.15M2.8%new13F-HRTimeline
Aegis Wealth Management LLC28,460$3.14M1.88%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC28,255$3.12M0.66%+68713F-HRTimeline
Good Life Advisors, LLC27,967$3.09M0.19%-3013F-HRTimeline
Trilogy Capital Inc.27,816$3.07M0.15%+2,79913F-HRTimeline
EIGHT 31 FINANCIAL, LLC27,797$3.07M2.03%+53813F-HRTimeline
KELLEHER FINANCIAL ADVISORS27,356$3.02M1.05%+6,10913F-HRTimeline
HFG Advisors, Inc.27,271$3.01M2.39%+3,64913F-HRTimeline
Copperwynd Financial, LLC27,267$3.01M0.75%+1,53013F-HRTimeline
Tempus Wealth Planning, LLC27,200$3M0.75%+10,79213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,045$2.99M0.02%+5,34213F-HRTimelineGroup
Sierra Capital LLC27,004$2.98M0.34%-76,15213F-HRTimeline
Impact Partnership Wealth, LLC26,989$2.98M0.55%+4,37413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC26,313$2.91M0.59%+5,17113F-HRTimeline
Mainsail Financial Group, LLC26,177$2.89M1.34%new13F-HRTimeline
KDK Private Wealth Management, LLC25,953$2.87M3.06%-74813F-HRTimeline
First Horizon Advisors, Inc.25,719$2.84M0.07%+2,36813F-HRTimeline
Pinnacle Financial Partners Inc25,473$2.81M0.06%+4,56613F-HRTimeline
Walker Financial Services, Inc.25,238$2.79M1.27%new13F-HRTimeline
Coppell Advisory Solutions LLC25,133$2.78M0.33%+23,40913F-HR/ATimeline
Core Wealth Partners LLC25,034$2.76M1.4%+47313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,924$2.75M0.07%+81413F-HRTimeline
J.W. COLE ADVISORS, INC.24,791$2.74M0.06%+2,05813F-HRTimeline
LFA - Lugano Financial Advisors SA24,893$2.73M1.62%+2,45113F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC24,568$2.71M1.86%+76813F-HRTimeline
Allworth Financial LP24,311$2.68M0.01%-1,08113F-HRTimeline
Alexis Investment Partners, LLC24,162$2.67M1.15%-10,81813F-HRTimeline
Argent Advisors, Inc.24,141$2.67M0.82%+3,66013F-HRTimeline
IFP Advisors, Inc24,130$2.66M0.08%-148,82113F-HRTimeline
Composition Wealth, LLC23,830$2.63M0.04%-6,10013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,729$2.62M0.06%+2,49213F-HRTimelineGroup
Ethos Financial Group, LLC22,744$2.51M0.22%-63813F-HRTimeline
Snowden Capital Advisors LLC22,648$2.5M0.07%+1,32313F-HRTimeline
ARRIEN INVESTMENTS, INC.22,556$2.49M1.57%-11,33613F-HRTimeline
Wick Capital Partners, LLC34,821$2.44M0.64%+14,62313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC21,992$2.43M<0.01%-543,09713F-HRTimelineGroup
INVESTMENT MANAGEMENT ASSOCIATES INC /A…21,872$2.42M0.81%-15,38313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP21,738$2.4M0.04%+67013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding21,154$2.34M-280Timeline
EAGLE ROCK INVESTMENT COMPANY, LLC21,005$2.32M0.37%013F-HRTimeline
Optivise Advisory Services LLC20,759$2.29M1.17%+33513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,319$2.24M0.04%-4,23013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC20,218$2.23M0.08%+4,15013F-HRTimeline
CENTRAL BANK & TRUST CO19,842$2.19M0.36%+11,55813F-HRTimeline
Shepherd Financial Partners LLC19,742$2.18M0.23%-63913F-HRTimeline
Fermata Advisors, LLC19,693$2.17M0.58%-4313F-HRTimeline
Rossby Financial, LCC19,630$2.17M0.81%-17,67413F-HRTimeline
HB Wealth Management, LLC19,437$2.15M0.02%-3,87113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.19,405$2.14M0.21%+1,68013F-HRTimeline
Birchcreek Wealth Management, LLC19,379$2.14M1.21%-1,58613F-HRTimeline
Foundry Financial Group, Inc.19,202$2.12M1.21%+2,43913F-HRTimeline
Abacus Planning Group, Inc.19,116$2.11M0.31%+213F-HR/ATimeline
ASPIRIANT, LLC19,060$2.1M0.07%-66313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,001$2.1M<0.01%+16,17513F-HR/ATimelineGroup
IPG Investment Advisors LLC18,895$2.09M0.41%+3,08013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.18,754$2.07M1.06%+13,30913F-HRTimeline
Beacon Bank & Trust18,682$2.06M0.47%+70013F-HRTimeline
Burford Brothers, Inc.18,645$2.06M0.94%+10,39313F-HRTimeline
SWEENEY & MICHEL, LLC18,368$2.02M0.72%+10,16513F-HRTimeline
Compound Planning, Inc.18,281$2.02M0.08%-93413F-HRTimeline
Virtue Capital Management, LLC18,224$2.01M0.37%-14,47313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC18,190$2.01M0.27%013F-HRTimeline
IMA Advisory Services, Inc.18,180$2.01M0.22%-5,84513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC18,016$1.99M0.54%+5313F-HRTimeline
Keebeck Wealth Management18,010$1.99M0.26%+7,79613F-HRTimeline
BLAIR WILLIAM & CO/IL17,921$1.98M0.01%+12313F-HRTimeline
Heartland Bank & Trust Co17,899$1.98M0.93%-4,91913F-HRTimeline
Vise Technologies, Inc.17,782$1.96M0.08%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,608$1.94M0.02%+3013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,558$1.94M<0.01%+6,53313F-HRTimelineGroup
ARS Wealth Advisors Group, LLC17,447$1.93M0.22%-4913F-HRTimeline
Authentikos Wealth Advisory, LLC17,418$1.92M1.34%+8,80113F-HR/ATimeline
Realta Investment Advisors17,138$1.89M0.75%+2,42813F-HRTimeline
Bell Bank17,098$1.89M0.09%new13F-HRTimeline
Capital Advisors, Ltd. LLC17,078$1.89M0.23%-9,32613F-HRTimeline
Financial Management Professionals, Inc.16,971$1.87M0.21%+1,50013F-HRTimeline
SVB WEALTH LLC16,817$1.86M0.1%new13F-HRTimeline
Bison Wealth, LLC16,796$1.85M0.15%+3,33213F-HRTimeline
OneDigital Investment Advisors LLC16,592$1.83M0.02%-5,80813F-HRTimeline
&PARTNERS16,335$1.8M0.01%+5,68413F-HRTimeline
Turning Point Benefit Group, Inc.16,279$1.8M1.36%-66713F-HRTimeline
LINCOLN CAPITAL CORP16,169$1.79M0.69%+38813F-HRTimeline
GenWealth Group, Inc.15,999$1.77M0.36%+10813F-HRTimeline
CALTON & ASSOCIATES, INC.15,927$1.76M0.3%+13,77513F-HRTimeline
Flagship Private Wealth, LLC15,747$1.74M0.74%+31713F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.15,536$1.72M<0.01%-76913F-HRTimeline
Engineers Gate Manager LP15,440$1.7M0.02%+1,83013F-HRTimeline
Balefire, LLC15,382$1.7M0.37%+7,62513F-HRTimeline
J. W. Coons Advisors, LLC15,285$1.69M0.38%-68513F-HRTimeline
Intellus Advisors LLC15,231$1.68M0.25%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,054$1.66M<0.01%-1,25913F-HRTimelineGroup
Sequoia Financial Advisors, LLC14,777$1.63M0.01%-10,14513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,681$1.62M<0.01%-47513F-HRTimelineGroup
Prospera Financial Services Inc14,451$1.6M0.03%+1,10313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,926$1.54M<0.01%-77,47813F-HR/ATimelineGroup
Advisory Alpha, LLC13,912$1.54M0.05%-5,29413F-HRTimeline
FMR LLCin group FMR LLC13,898$1.53M<0.01%-1,467,40713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,717$1.51M0.01%+2,18713F-HRTimelineGroup
Arkfeld Wealth Strategies, L.L.C.13,745$1.51M0.6%-58,11813F-HRTimeline
AXS Investments LLC13,656$1.51M0.62%-48,53213F-HRTimeline
LM Advisors LLC13,572$1.5M0.19%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,467$1.49M0.01%+5,90713F-HRTimelineGroup
PRIVATE TRUST CO NA13,404$1.48M0.14%+8,73113F-HRTimeline
Fonville Wealth Management LLC13,353$1.47M0.37%-3,25113F-HRTimeline
CIBC WORLD MARKET INC.13,133$1.45M<0.01%-29,22013F-HRTimeline
Kings Path Partners LLC13,098$1.45M0.58%-1,43713F-HRTimeline
EHRLICH FINANCIAL GROUP12,975$1.43M0.93%-1,94713F-HRTimeline
Western Financial Corp/CA12,776$1.41M0.76%+4013F-HRTimeline
Frontier Asset Management, LLC12,718$1.4M0.38%-21613F-HRTimeline
Arkadios Wealth Advisors12,584$1.39M0.04%+1,48413F-HRTimeline
Perigon Wealth Management, LLC12,577$1.39M0.03%-6913F-HRTimeline
Destination Wealth Management12,554$1.39M0.04%-42013F-HRTimeline
Astra Wealth Partners LLC12,493$1.38M1.11%-1,48813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,350$1.36M0.09%+70713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co12,267$1.35M<0.01%-48913F-HRTimelineGroup
WJ Wealth Management, LLC12,198$1.35M0.43%+2,16013F-HRTimeline
Compass Ion Advisors, LLC12,137$1.34M0.15%+5,15413F-HRTimeline
Dynamic Advisor Solutions LLC12,089$1.33M0.04%-64613F-HRTimeline
Sage Advisory Services, Ltd.Co.12,078$1.33M0.73%013F-HRTimeline
WealthTrak Capital Management LLC11,987$1.32M1.11%-1,00613F-HRTimeline
Rehmann Capital Advisory Group11,859$1.31M0.08%-24013F-HRTimeline
Perennial Advisors, LLC11,826$1.31M0.24%+1,17413F-HRTimeline
CHOREO, LLC11,799$1.3M0.02%-1,18113F-HRTimeline
RETIREMENT CAPITAL STRATEGIES11,524$1.27M0.5%+6,98713F-HRTimeline
Pathway Financial Advisors LLC11,481$1.27M0.19%013F-HRTimeline
Darden Wealth Group Inc11,420$1.26M0.76%+5413F-HRTimeline
Edgemoor Investment Advisors, Inc.11,405$1.26M0.11%-2,20513F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC11,128$1.23M0.42%+37913F-HRTimeline
Crews Bank & Trust11,068$1.22M0.19%+3513F-HRTimeline
Csenge Advisory Group10,889$1.2M0.06%-54,88413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,885$1.2M0.47%+8,51613F-HRTimeline
Spinnaker Investment Group, LLC10,695$1.18M0.28%new13F-HRTimeline
CIDEL ASSET MANAGEMENT INC10,655$1.18M0.07%+2,70013F-HRTimeline
Wilmington Savings Fund Society, FSB10,650$1.18M0.02%+8,71913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC10,599$1.17M0.05%-27013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC10,526$1.16M0.26%+1,05413F-HRTimeline
Headlands Technologies LLC10,521$1.16M0.14%013F-HRTimeline
TD Waterhouse Canada Inc.10,369$1.14M0.01%-9,89513F-HRTimeline
Leelyn Smith, LLC10,327$1.14M0.19%+1,01913F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC10,227$1.13M1.06%13F-HRTimeline
Cunning Capital Partners, LP10,000$1.1M0.58%-4,00013F-HRTimeline
Ifrah Financial Services, Inc.9,827$1.09M0.3%-4413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,817$1.08M0.02%-34513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management9,787$1.08M0.01%-70213F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.9,721$1.07M0.05%+2,88013F-HRTimeline
Arkos Global Advisors9,565$1.06M0.15%-20113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT9,528$1.05M0.07%-1,02913F-HRTimeline
SOL Capital Management CO9,385$1.04M0.1%-8,28513F-HRTimeline
WHITTIER TRUST CO9,320$1.03M0.01%-22413F-HRTimeline
Arax Advisory Partners9,312$1.03M0.05%-92113F-HRTimeline
Forza Wealth Management, LLC9,302$1.03M0.42%+50013F-HRTimeline
Sandy Cove Advisors, LLC9,205$1.02M0.37%+82513F-HRTimeline
Rosenberg Matthew Hamilton9,119$1.01M0.23%-19013F-HRTimeline
Regal Investment Advisors LLC8,908$984K0.07%-14613F-HRTimeline
LOWERY THOMAS, LLC8,888$981K0.63%+1,50113F-HRTimeline
Legacy Investment Solutions, LLC8,863$979K0.52%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…8,863$979K0.52%+3613F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp8,810$973K0.04%-91213F-HRTimelineGroup
IFG Advisory, LLC8,780$969K0.05%-1413F-HRTimeline