Skip to content
Disclosery

SHV ISHARES TR

Follow

SHS (fund)

681 managers (687 13F filers) reported a position in SHV shares at 2025-09-30, 85,618,118 shares in all. 42 filers opened a position and 66 filers sold out during the quarter.

Managers
681
13F filers
687
New
42
Added
241
Reduced
302
Sold out
66
Shares held by filers
85,618,118

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Institute for Wealth Management, LLC.35,910$3.97M0.41%-18,80213F-HRTimeline
D.A. DAVIDSON & CO.35,856$3.96M0.03%+89913F-HRTimeline
ADVISORY RESEARCH INC35,758$3.95M0.52%-6,34513F-HRTimeline
AVALON CAPITAL MANAGEMENT35,668$3.94M0.97%-16,27013F-HRTimeline
Weaver Consulting Group35,234$3.89M0.99%-6,53113F-HRTimeline
Gould Capital, LLC35,175$3.89M2.41%+58513F-HRTimeline
INVESTMENT HOUSE LLC35,031$3.87M0.18%+21913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.34,577$3.82M0.42%-1,56213F-HRTimeline
Hershey Financial Advisers, LLC34,146$3.77M3.23%-76713F-HRTimeline
FLOW TRADERS U.S. LLC34,035$3.76M0.15%-122,94713F-HRTimeline
Keystone Financial Group, Inc.33,950$3.75M2.11%-5,25713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding33,865$3.74M-2,269Timeline
PATTON FUND MANAGEMENT, INC.33,573$3.71M0.67%+24613F-HRTimeline
Net Worth Advisory Group32,701$3.61M1.05%-5,71613F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…32,390$3.58M1.2%-36013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV32,178$3.56M0.01%-2,36613F-HRTimeline
SBI Securities Co., Ltd.32,087$3.55M0.09%-5,28513F-HRTimeline
Walker Financial Services, Inc.31,935$3.53M1.37%+6,69713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management31,907$3.53M0.12%-10,55113F-HRTimelineGroup
Premier Path Wealth Partners, LLC31,603$3.49M0.45%+2,00813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC31,288$3.46M0.12%+1,90013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC31,269$3.45M0.01%+76713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/31,176$3.44M<0.01%+12,17513F-HRTimelineGroup
Fiduciary Alliance LLC30,705$3.39M0.23%+1,65913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP30,628$3.38M0.05%+8,89013F-HRTimelineGroup
&PARTNERS28,244$3.37M0.02%+11,90913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,425$3.36M0.08%-5,59313F-HRTimelineGroup
Alexis Investment Partners, LLC30,285$3.35M1.35%+6,12313F-HRTimeline
KDT Advisors, LLC30,213$3.34M4.89%new13F-HR/ATimeline
MARINO, STRAM & ASSOCIATES LLC29,998$3.31M0.6%+3,68513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC29,386$3.25M0.61%+1,13113F-HRTimeline
Camarda Financial Advisors, LLC29,197$3.23M1.19%-10,87413F-HRTimeline
Argent Advisors, Inc.29,123$3.22M0.95%+4,98213F-HRTimeline
San Luis Wealth Advisors LLC28,689$3.17M0.57%-8,76713F-HR/ATimeline
AXS Investments LLC28,605$3.16M1%+14,94913F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP28,497$3.15M<0.01%+14,57113F-HRTimelineGroup
Mader & Shannon Wealth Management, Inc.28,475$3.15M1.54%-63,14613F-HRTimeline
Prime Capital Investment Advisors, LLC27,632$3.05M0.04%-69,10913F-HRTimeline
J.W. COLE ADVISORS, INC.27,539$3.04M0.06%+2,74813F-HRTimeline
Composition Wealth, LLC27,418$3.03M0.05%+3,58813F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC27,218$3.01M2.47%-1,66713F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT27,032$2.99M0.06%-10,74613F-HRTimeline
Delta Investment Management, LLC26,625$2.94M0.53%-115,15313F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC26,580$2.94M0.38%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bosman Wealth Management, LLC26,313$2.91M2.25%-2,18613F-HRTimeline
Impact Partnership Wealth, LLC26,264$2.9M0.43%-72513F-HRTimeline
KDK Private Wealth Management, LLC25,712$2.84M2.88%-24113F-HRTimeline
INVESTMENT MANAGEMENT ASSOCIATES INC /A…25,593$2.83M0.84%+3,72113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC25,404$2.81M0.71%+7,38813F-HRTimeline
SVB WEALTH LLC25,326$2.8M0.15%+8,50913F-HRTimeline
Core Wealth Partners LLC25,131$2.78M1.28%+9713F-HRTimeline
DOVER ADVISORS, LLC25,028$2.77M1.1%new13F-HRTimeline
Mainsail Financial Group, LLC24,734$2.73M1.18%-1,44313F-HRTimeline
Allworth Financial LP24,243$2.68M0.01%-6813F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC24,028$2.65M1.75%-54013F-HRTimeline
Ashton Thomas Private Wealth, LLC23,522$2.6M0.07%+3,30413F-HRTimeline
First Heartland Consultants, Inc.22,930$2.53M0.2%-7,25013F-HRTimeline
Snowden Capital Advisors LLC22,612$2.5M0.07%-3613F-HRTimeline
EHRLICH FINANCIAL GROUP22,389$2.47M1.47%+9,41413F-HRTimeline
HFG Advisors, Inc.22,104$2.44M1.8%-5,16713F-HRTimeline
Principia Wealth Advisory, LLC22,081$2.44M1.74%-8,56513F-HRTimeline
Keebeck Wealth Management21,831$2.41M0.29%+3,82113F-HRTimeline
BLAIR WILLIAM & CO/IL21,630$2.39M0.01%+3,70913F-HRTimeline
Ethos Financial Group, LLC21,389$2.36M0.19%-1,35513F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC21,005$2.32M0.35%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,819$2.3M0.04%+50013F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC20,749$2.29M0.41%-9,75613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,436$2.26M0.05%-4,48813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding20,411$2.26M-743Timeline
SWEENEY & MICHEL, LLC20,220$2.23M0.75%+1,85213F-HRTimeline
Tempus Wealth Planning, LLC19,960$2.21M0.51%-7,24013F-HRTimeline
Realta Investment Advisors19,914$2.2M0.74%+2,77613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,856$2.19M0.04%-3,87313F-HRTimelineGroup
Compound Planning, Inc.19,727$2.18M0.07%+1,44613F-HRTimeline
MMBG INVESTMENT ADVISORS CO.19,400$2.14M0.19%-513F-HRTimeline
Clearstead Advisors, LLC19,321$2.13M0.03%-11,83113F-HRTimeline
Fermata Advisors, LLC19,240$2.13M0.54%-45313F-HRTimeline
Abacus Planning Group, Inc.19,117$2.11M0.29%+113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…19,083$2.11M0.02%+1,47513F-HRTimelineGroup
Heartland Bank & Trust Co18,964$2.1M0.87%+1,06513F-HRTimeline
Birchcreek Wealth Management, LLC18,925$2.09M1.08%-45413F-HRTimeline
ASPIRIANT, LLC18,830$2.08M0.06%-23013F-HRTimeline
Bison Wealth, LLC18,767$2.07M0.19%+1,97113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.18,302$2.02M<0.01%+74413F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC18,190$2.01M0.28%013F-HRTimeline
Foundry Financial Group, Inc.17,679$1.95M1.03%-1,52313F-HRTimeline
Wick Capital Partners, LLC27,479$1.94M0.46%-7,34213F-HRTimeline
Clear Creek Financial Management, LLC17,520$1.94M0.17%-26,64913F-HRTimeline
Financial Management Professionals, Inc.17,221$1.9M0.2%+25013F-HRTimeline
Authentikos Wealth Advisory, LLC17,168$1.9M1.25%-25013F-HR/ATimeline
Greenspring Advisors, LLC16,923$1.87M0.33%13F-HRTimeline
Capital Advisors, Ltd. LLC16,893$1.87M0.21%-18513F-HRTimeline
LINCOLN CAPITAL CORP16,799$1.86M0.67%+63013F-HRTimeline
ALLIANCEBERNSTEIN L.P.16,697$1.84M<0.01%+1,16113F-HRTimeline
PATTEN & PATTEN INC/TN16,322$1.8M0.11%new13F-HRTimeline
Engineers Gate Manager LP16,094$1.78M0.02%+65413F-HRTimeline
CWA Asset Management Group, LLC15,958$1.76M0.07%new13F-HRTimeline
GenWealth Group, Inc.15,652$1.73M0.32%-34713F-HRTimeline
FIRST HORIZON CORP15,625$1.73M0.08%13F-HRTimeline
Bell Bank15,497$1.71M0.07%-1,60113F-HRTimeline
CENTRAL BANK & TRUST CO15,308$1.69M0.27%-4,53413F-HRTimeline
CIBC WORLD MARKET INC.15,230$1.68M<0.01%+2,09713F-HRTimeline
ARRIEN INVESTMENTS, INC.15,130$1.67M0.98%-7,42613F-HRTimeline
Balentine LLC15,026$1.66M0.06%-14,64013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC14,984$1.66M0.06%+4,38513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES14,781$1.63M0.63%+3,25713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,752$1.63M0.01%+1,03513F-HRTimelineGroup
Coppell Advisory Solutions LLC14,701$1.62M0.17%-10,43213F-HRTimeline
OneDigital Investment Advisors LLC14,671$1.62M0.02%-1,92113F-HRTimeline
PRIVATE TRUST CO NA14,575$1.61M0.14%+1,17113F-HRTimeline
Turning Point Benefit Group, Inc.14,379$1.58M0.96%-1,90013F-HRTimeline
Prospera Financial Services Inc14,246$1.57M0.03%-20513F-HRTimeline
Destination Wealth Management14,193$1.57M0.04%+1,63913F-HRTimeline
Advisory Alpha, LLC14,113$1.55M0.04%+20113F-HRTimeline
Fonville Wealth Management LLC14,013$1.55M0.35%+66013F-HRTimeline
FMR LLCin group FMR LLC13,693$1.51M<0.01%-20513F-HRTimelineGroup
LM Advisors LLC13,572$1.5M0.22%013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.13,316$1.47M0.54%-42913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…13,212$1.46M0.66%+4,34913F-HRTimelineGroup
Kings Path Partners LLC12,905$1.43M0.53%-19313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,594$1.39M0.01%-87313F-HRTimelineGroup
WEALTH ALLIANCE, LLC12,437$1.37M0.14%-56,06913F-HRTimeline
Pinnacle Financial Partners Inc12,393$1.37M0.03%-13,08013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC12,337$1.36M0.3%+1,81113F-HRTimeline
Western Financial Corp/CA12,291$1.36M0.59%-48513F-HRTimeline
Sequoia Financial Advisors, LLC12,232$1.35M0.01%-2,54513F-HRTimeline
Perennial Advisors, LLC12,158$1.34M0.23%+33213F-HRTimeline
Rehmann Capital Advisory Group12,134$1.34M0.07%+27513F-HRTimeline
Perigon Wealth Management, LLC12,125$1.34M0.03%-45213F-HRTimeline
Arkadios Wealth Advisors12,116$1.34M0.03%-46813F-HRTimeline
Sage Advisory Services, Ltd.Co.12,078$1.33M0.7%013F-HRTimeline
Frontier Asset Management, LLC11,894$1.31M0.33%-82413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co11,728$1.3M<0.01%-53913F-HRTimelineGroup
Compass Ion Advisors, LLC11,612$1.28M0.12%-52513F-HRTimeline
Pathway Financial Advisors LLC11,481$1.27M0.17%013F-HRTimeline
Balefire, LLC11,366$1.26M0.25%-4,01613F-HRTimeline
CHOREO, LLC11,316$1.25M0.02%-48313F-HRTimeline
Vise Technologies, Inc.11,300$1.25M0.05%-6,48213F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC11,244$1.24M0.39%+11613F-HRTimeline
One Capital Management, LLC11,203$1.24M0.04%+3,87513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,186$1.24M<0.01%-3,86813F-HRTimelineGroup
Darden Wealth Group Inc11,116$1.23M0.64%-30413F-HRTimeline
Edgemoor Investment Advisors, Inc.11,105$1.23M0.09%-30013F-HRTimeline
Crews Bank & Trust10,898$1.2M0.18%-17013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,771$1.19M0.08%-31,76513F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC10,649$1.18M0.07%-613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,594$1.17M0.06%-1,75613F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …10,462$1.16M0.14%new13F-HR/ATimelineGroup
TD Waterhouse Canada Inc.10,445$1.15M0.01%+7613F-HRTimeline
Headlands Technologies LLC10,364$1.15M0.09%-15713F-HRTimeline
Cunning Capital Partners, LP10,000$1.1M0.51%013F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC9,869$1.09M0.85%-35813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC9,864$1.09M<0.01%-12,12813F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC9,842$1.09M0.02%+6,18113F-HRTimeline
Ifrah Financial Services, Inc.9,762$1.08M0.28%-6513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT9,675$1.07M0.07%+14713F-HRTimeline
LOWERY THOMAS, LLC9,673$1.07M0.62%+78513F-HRTimeline
Keel Point, LLC9,653$1.07M0.07%+6,32413F-HRTimeline
Consilium Wealth Advisory, LLC9,449$1.04M0.4%+1,78213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,342$1.03M0.02%-47513F-HRTimelineGroup
GTS SECURITIES LLC9,316$1.03M0.04%-69,23313F-HRTimeline
WHITTIER TRUST CO9,320$1.03M0.01%013F-HRTimeline
Arkos Global Advisors9,282$1.03M0.13%-28313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,276$1.02M0.01%-51113F-HRTimelineGroup
Sandy Cove Advisors, LLC9,155$1.01M0.32%-5013F-HRTimeline
Rosenberg Matthew Hamilton9,119$1.01M0.22%013F-HRTimeline
IFG Advisory, LLC9,082$1M0.05%+30213F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC8,969$991K0.1%+2,14313F-HRTimelineGroup
Courage Miller Partners, LLC8,965$991K0.3%+78513F-HRTimeline
North Star Investment Management Corp.8,919$985K0.06%+1,39313F-HRTimeline
Spinnaker Investment Group, LLC8,847$977K0.18%-1,84813F-HRTimeline
SOL Capital Management CO8,820$975K0.09%-56513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.8,802$973K0.04%-91913F-HRTimeline
Westfuller Advisors, LLC8,755$967K0.44%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC8,752$967K0.11%+3,71913F-HRTimeline
Callan Family Office, LLC8,752$967K0.03%+4613F-HRTimeline
Regal Investment Advisors LLC8,691$960K0.06%-21713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,675$959K0.03%+4,40613F-HRTimelineGroup
Argent Trust Co8,672$958K0.03%+5,21313F-HRTimeline
Core Wealth Advisors, Inc.8,599$950K0.25%013F-HRTimeline
Sierra Capital LLC8,476$937K0.1%-18,52813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,315$919K<0.01%+11913F-HRTimelineGroup
Plum Street Advisors, LLC8,304$918K0.35%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,229$909K0.07%+81113F-HRTimeline
Insight Wealth Partners, LLC8,163$902K0.4%+61113F-HRTimeline
BOSTON FAMILY OFFICE LLC8,116$897K0.06%013F-HRTimeline
Fortis Advisors, LLC8,074$892K0.51%+8313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,000$884K<0.01%-45313F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC7,963$880K0.21%+5,95113F-HRTimeline
Dynamic Advisor Solutions LLC7,943$878K0.03%-4,14613F-HRTimeline
TWO SIGMA SECURITIES, LLC7,871$870K0.13%+5,06913F-HRTimeline
Signal Advisors Wealth, LLC7,870$870K0.08%+2,25913F-HRTimeline
ARS Wealth Advisors Group, LLC7,821$864K0.09%-9,62613F-HRTimeline
Global View Capital Management LLC7,821$864K0.18%+76513F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…7,679$848K0.04%013F-HRTimeline
Schrum Private Wealth Management LLC7,541$833K0.61%+11813F-HRTimeline
Flagship Private Wealth, LLC7,513$830K0.33%-8,23413F-HRTimeline
Dominguez Wealth Management Solutions, …7,480$826K0.52%+2513F-HRTimeline
Cabana LLC7,417$820K5.01%+5513F-HRTimeline
Roberts Financial Services LLC7,416$819K0.26%-1413F-HRTimeline