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Disclosery

SHV ISHARES TR

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SHS (fund)

707 managers (713 13F filers) reported a position in SHV shares at 2025-12-31, 85,096,230 shares in all. 55 filers opened a position and 60 filers sold out during the quarter.

Managers
707
13F filers
713
New
55
Added
250
Reduced
278
Sold out
60
Shares held by filers
85,096,230

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
INSIGNEO ADVISORY SERVICES, LLC36,210$3.99M0.29%-3,38613F-HRTimeline
Argent Advisors, Inc.36,183$3.99M1.11%+7,06013F-HRTimeline
INVESTMENT HOUSE LLC36,166$3.98M0.19%+1,13513F-HRTimeline
Westview Management dba Westview Invest…35,798$3.94M1.88%13F-HRTimeline
LOWE BROCKENBROUGH & CO INC35,281$3.89M0.19%-2,50513F-HRTimeline
Robinson Value Management, Ltd.34,628$3.81M2.06%+33,04313F-HRTimeline
PATTON FUND MANAGEMENT, INC.34,335$3.78M0.51%+76213F-HRTimeline
Atria Investments, Inc34,326$3.78M0.04%-2,88813F-HRTimeline
TBH Global Asset Management, LLC34,184$3.77M0.63%-2,21013F-HRTimeline
Alexis Investment Partners, LLC34,112$3.76M1.4%+3,82713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC33,923$3.74M0.09%+3,49813F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP33,548$3.7M0.05%+2,92013F-HRTimelineGroup
ADVISORY RESEARCH INC33,491$3.69M0.46%-2,26713F-HRTimeline
Norris Financial Group, LLC33,474$3.69M1.25%-21,61613F-HRTimeline
Gould Capital, LLC33,289$3.67M2.26%-1,88613F-HRTimeline
Keystone Financial Group, Inc.33,149$3.65M1.91%-80113F-HRTimeline
INVESTMENT MANAGEMENT ASSOCIATES INC /A…33,065$3.64M1.02%+7,47213F-HRTimeline
Fiduciary Alliance LLC32,663$3.6M0.24%+1,95813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC32,565$3.59M0.68%+3,17913F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/32,300$3.56M2.98%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC32,300$3.56M0.01%new13F-HRTimelineGroup
Net Worth Advisory Group31,932$3.52M0.71%-76913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.31,859$3.51M0.38%-2,71813F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…31,639$3.49M1.16%-75113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC31,196$3.44M<0.01%-14,93113F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC30,418$3.35M0.11%-87013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC29,655$3.27M0.08%+6,13313F-HRTimeline
Impact Partnership Wealth, LLC29,401$3.24M0.42%+3,13713F-HRTimeline
Mainsail Financial Group, LLC28,833$3.18M1.32%+4,09913F-HRTimeline
Proficio Capital Partners LLC28,827$3.18M0.22%-9,60713F-HRTimeline
SBI Securities Co., Ltd.28,714$3.16M0.08%-3,37313F-HRTimeline
Mader & Shannon Wealth Management, Inc.28,475$3.15M1.54%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT28,074$3.09M0.06%+1,04213F-HRTimeline
Camarda Financial Advisors, LLC28,038$3.09M1.18%-1,15913F-HRTimeline
Institute for Wealth Management, LLC.27,976$3.08M0.33%-7,93413F-HRTimeline
Keebeck Wealth Management27,293$3.01M0.35%+5,46213F-HRTimeline
&PARTNERS27,296$2.99M0.02%-94813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,602$2.93M<0.01%-5,57613F-HRTimeline
J.W. COLE ADVISORS, INC.26,783$2.91M0.07%-75613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC26,365$2.9M0.02%+11,61313F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC26,131$2.88M0.52%-3,86713F-HRTimeline
KDK Private Wealth Management, LLC25,180$2.77M2.42%-53213F-HR/ATimeline
Core Wealth Partners LLC25,144$2.77M1.25%+1313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.25,032$2.76M0.17%+14,43813F-HRTimelineGroup
Delta Investment Management, LLC25,009$2.75M0.48%-1,61613F-HRTimeline
Paladin Partners, LLC24,920$2.74M2.05%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24,898$2.74M0.09%-7,00913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…24,861$2.74M0.05%+5,00513F-HRTimelineGroup
Shepherd Financial Partners LLC24,595$2.71M0.25%-36,02113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,288$2.68M0.04%+3,46913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…24,093$2.65M0.02%+5,01013F-HRTimelineGroup
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC23,932$2.64M2.18%-3,28613F-HRTimelineGroup
Weaver Consulting Group23,902$2.63M0.64%-11,33213F-HRTimeline
OLD NATIONAL BANCORP /IN/23,152$2.55M0.04%-22,76013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC23,143$2.55M0.63%-2,26113F-HRTimeline
FLOW TRADERS U.S. LLC22,942$2.53M0.08%-11,09313F-HRTimeline
IMA Advisory Services, Inc.22,798$2.51M0.24%+22,52913F-HRTimeline
BLAIR WILLIAM & CO/IL22,714$2.5M0.01%+1,08413F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC22,146$2.44M1.53%-1,88213F-HRTimeline
Prime Capital Investment Advisors, LLC21,950$2.42M0.03%-5,68213F-HRTimeline
STRATEGY ASSET MANAGERS LLC21,422$2.36M0.39%+67313F-HRTimeline
Compound Planning, Inc.21,207$2.34M0.07%+1,48013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC21,005$2.31M0.33%013F-HRTimeline
Capital Advisors, Ltd. LLC20,874$2.3M0.26%+3,98113F-HRTimeline
Ethos Financial Group, LLC20,838$2.3M0.17%-55113F-HRTimeline
Foundry Financial Group, Inc.20,752$2.29M1.14%+3,07313F-HRTimeline
SWEENEY & MICHEL, LLC20,710$2.28M0.67%+49013F-HRTimeline
Coppell Advisory Solutions LLC20,407$2.25M0.22%+5,70613F-HRTimeline
Private Advisory Group LLC20,397$2.25M0.18%+15,40113F-HRTimeline
Mission Creek Capital Partners, Inc.20,382$2.25M0.45%new13F-HRTimeline
Realta Investment Advisors20,115$2.22M0.73%+20113F-HRTimeline
Principia Wealth Advisory, LLC20,092$2.21M1.38%-1,98913F-HRTimeline
Financial Plan, Inc.19,942$2.2M0.25%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,482$2.15M0.04%-95413F-HR/ATimeline
Abacus Planning Group, Inc.19,120$2.11M0.28%+313F-HRTimeline
Heartland Bank & Trust Co18,499$2.04M0.86%-46513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.18,282$2.01M<0.01%-2013F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC18,190$2M0.25%013F-HRTimeline
SVB WEALTH LLC18,180$2M0.12%-7,14613F-HRTimeline
Tempus Wealth Planning, LLC18,153$2M0.46%-1,80713F-HRTimeline
ASPIRIANT, LLC17,932$1.98M0.06%-89813F-HRTimeline
HFG Advisors, Inc.17,901$1.97M1.43%-4,20313F-HRTimeline
GenWealth Group, Inc.17,746$1.96M0.33%+2,09413F-HRTimeline
Fermata Advisors, LLC17,503$1.93M0.46%-1,73713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/17,486$1.93M<0.01%-13,69013F-HRTimelineGroup
CIBC WORLD MARKET INC.17,435$1.92M<0.01%+2,20513F-HRTimeline
IFG Advisory, LLC17,362$1.91M0.08%+8,28013F-HRTimeline
Snowden Capital Advisors LLC17,278$1.9M0.05%-5,33413F-HRTimeline
TD Waterhouse Canada Inc.17,232$1.9M0.01%+6,78713F-HRTimeline
Legacy Wealth Advisors, LLC17,029$1.88M1.24%13F-HRTimeline
KDT Advisors, LLC16,892$1.86M2.61%-13,32113F-HRTimeline
Vise Technologies, Inc.16,763$1.85M0.04%+5,46313F-HRTimeline
Kings Path Partners LLC16,608$1.83M0.64%+3,70313F-HRTimeline
Destination Wealth Management16,578$1.83M0.05%+2,38513F-HRTimeline
CALTON & ASSOCIATES, INC.16,516$1.82M0.27%+9,17413F-HRTimeline
Allworth Financial LP16,458$1.81M0.01%-7,78513F-HRTimeline
Hardworking Capital Advisors, LLC16,310$1.8M1.63%13F-HRTimeline
Financial Management Professionals, Inc.16,221$1.79M0.18%-1,00013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC16,081$1.77M0.25%+9,79313F-HRTimeline
Prospera Financial Services Inc15,991$1.76M0.03%+1,74513F-HRTimeline
Authentikos Wealth Advisory, LLC15,774$1.74M1.15%-1,39413F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC15,580$1.72M0.22%-11,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bell Bank15,497$1.71M0.07%013F-HRTimeline
Regal Investment Advisors LLC15,407$1.7M0.1%+6,71613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,272$1.68M0.01%+2,67813F-HRTimelineGroup
CENTRAL BANK & TRUST CO15,252$1.68M0.26%-5613F-HRTimeline
Prosperity Advisers, LLC15,167$1.67M1.38%13F-HRTimeline
EHRLICH FINANCIAL GROUP15,106$1.66M0.95%-7,28313F-HRTimeline
North Star Investment Management Corp.15,048$1.66M0.1%+6,12913F-HRTimeline
Balentine LLC15,026$1.66M0.06%013F-HRTimeline
Virtue Capital Management, LLC15,009$1.65M0.25%+3,36713F-HR/ATimeline
PATTEN & PATTEN INC/TN14,964$1.65M0.1%-1,35813F-HRTimeline
Birchcreek Wealth Management, LLC14,499$1.6M0.78%-4,42613F-HRTimeline
Perennial Advisors, LLC14,431$1.59M0.27%+2,27313F-HRTimeline
ALLIANCEBERNSTEIN L.P.14,381$1.58M<0.01%-2,31613F-HRTimeline
OneDigital Investment Advisors LLC14,359$1.58M0.02%-31213F-HRTimeline
Bosman Wealth Management, LLC14,201$1.56M1.28%-12,11213F-HRTimeline
Crusonia Wealth Advisors LLC14,103$1.55M0.34%13F-HRTimeline
WCG Wealth Advisors LLC13,748$1.51M0.04%new13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.13,440$1.48M0.51%+12413F-HRTimeline
CENTAURUS FINANCIAL, INC.13,339$1.47M0.07%+6,05513F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC13,284$1.46M0.31%+94713F-HRTimeline
Legacy Wealth Partners, LLC13,103$1.44M0.37%13F-HRTimeline
Chicago Wealth Management, Inc.13,080$1.44M0.58%new13F-HRTimeline
Hudson Portfolio Management LLC13,020$1.43M1.23%+8,62013F-HRTimeline
Fonville Wealth Management LLC12,921$1.42M0.29%-1,09213F-HRTimeline
Wick Capital Partners, LLC12,900$1.42M0.25%-14,57913F-HR/ATimeline
National Wealth Management Group, LLC12,789$1.41M0.49%+7,26813F-HRTimeline
AE Wealth Management LLC12,480$1.37M0.01%-24,89913F-HRTimeline
Federation des caisses Desjardins du Qu…12,428$1.37M0.01%-26,79813F-HRTimeline
Western Financial Corp/CA12,226$1.35M0.53%-6513F-HRTimeline
PRIVATE TRUST CO NA12,166$1.34M0.12%-2,40913F-HRTimeline
Rehmann Capital Advisory Group12,154$1.34M0.07%+2013F-HRTimeline
Savvy Advisors, Inc.12,088$1.33M0.04%+10,03113F-HRTimeline
Sage Advisory Services, Ltd.Co.12,078$1.33M0.72%013F-HRTimeline
Crews Bank & Trust12,068$1.33M0.19%+1,17013F-HRTimeline
Advisory Alpha, LLC11,814$1.3M0.04%-2,29913F-HRTimeline
Keel Point, LLC11,738$1.29M0.08%+2,08513F-HRTimeline
Sequoia Financial Advisors, LLC11,709$1.29M0.01%-52313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,578$1.28M0.01%+2,23613F-HRTimelineGroup
PURE PORTFOLIOS HOLDINGS LLC11,530$1.27M0.38%+28613F-HRTimeline
Pathway Financial Advisors LLC11,481$1.27M0.16%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co11,483$1.26M<0.01%-24513F-HRTimelineGroup
Perigon Wealth Management, LLC11,412$1.26M0.02%-71313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,282$1.24M<0.01%+9613F-HRTimelineGroup
Compass Ion Advisors, LLC11,277$1.24M0.12%-33513F-HRTimeline
One Capital Management, LLC11,073$1.22M0.04%-13013F-HRTimeline
Darden Wealth Group Inc11,004$1.21M0.59%-11213F-HRTimeline
CHOREO, LLC10,967$1.21M0.02%-34913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,903$1.2M0.08%+2,67413F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC10,810$1.19M0.27%+2,84713F-HRTimeline
Edgemoor Investment Advisors, Inc.10,710$1.18M0.09%-39513F-HRTimeline
Frontier Asset Management, LLC10,526$1.16M0.27%-1,36813F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC10,459$1.15M0.11%+1,49013F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC10,449$1.15M0.08%-20013F-HRTimeline
LOWERY THOMAS, LLC10,390$1.14M0.65%+71713F-HRTimeline
AXS Investments LLC10,300$1.13M0.39%-18,30513F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,279$1.13M0.04%+1,60413F-HRTimelineGroup
ARRIEN INVESTMENTS, INC.10,204$1.12M0.63%-4,92613F-HRTimeline
Ifrah Financial Services, Inc.10,130$1.12M0.29%+36813F-HRTimeline
Clear Creek Financial Management, LLC10,060$1.11M0.09%-7,46013F-HRTimeline
Walser Wealth Management Company, A Ltd…10,044$1.11M0.58%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…9,901$1.09M0.52%-3,31113F-HRTimelineGroup
Bison Wealth, LLC9,886$1.09M0.12%-8,88113F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC9,810$1.08M0.77%-5913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT9,675$1.07M0.07%013F-HRTimeline
LINCOLN CAPITAL CORP9,647$1.06M0.38%-7,15213F-HRTimeline
Trevian Wealth Management LLC9,527$1.05M0.5%new13F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC9,478$1.04M0.12%+72613F-HRTimeline
Consilium Wealth Advisory, LLC9,394$1.03M0.38%-5513F-HRTimeline
Arkos Global Advisors9,258$1.02M0.13%-2413F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD9,235$1.02M<0.01%new13F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.9,207$1.01M0.04%+40513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding9,192$1.01M-11,219Timeline
Arkadios Wealth Advisors9,187$1.01M0.02%-2,92913F-HRTimeline
Courage Miller Partners, LLC9,183$1.01M0.3%+21813F-HRTimeline
MIRAMONTES CAPITAL, LLC9,179$1.01M0.34%13F-HRTimeline
Clearstead Advisors, LLC9,161$1.01M0.01%-10,16013F-HRTimeline
Rosenberg Matthew Hamilton9,119$1M0.21%013F-HRTimeline
Balefire, LLC9,103$1M0.2%-2,26313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,028$994K<0.01%+71313F-HRTimelineGroup
Spinnaker Investment Group, LLC8,960$987K0.18%+11313F-HRTimeline
Arax Advisory Partners8,904$981K0.03%new13F-HRTimeline
WHITTIER TRUST CO8,872$978K0.01%-44813F-HRTimeline
SOL Capital Management CO8,820$972K0.09%013F-HRTimeline
Westfuller Advisors, LLC8,755$964K0.39%013F-HRTimeline
FIRST HORIZON CORP8,677$956K0.04%-6,94813F-HRTimeline
Core Wealth Advisors, Inc.8,660$954K0.25%+6113F-HRTimeline
RETIREMENT CAPITAL STRATEGIES8,649$953K0.35%-6,13213F-HRTimeline
WealthTrak Capital Management LLC8,591$946K0.68%+2,19813F-HRTimeline
Signal Advisors Wealth, LLC8,588$946K0.08%+71813F-HRTimeline
Marks Wealth, LLC8,567$944K0.32%-304,36113F-HRTimeline
EAGLE GLOBAL ADVISORS LLC8,419$927K0.03%-6,56513F-HRTimeline
Belvedere Trading LLC8,393$924K0.17%new13F-HRTimeline
EP Wealth Advisors, LLC8,329$917K<0.01%13F-HRTimeline
Plum Street Advisors, LLC8,304$915K0.33%013F-HRTimeline
Fortis Group Advisors, LLC8,240$910K0.15%+3,87913F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…8,249$909K0.77%13F-HRTimeline
Fortis Advisors, LLC8,180$901K0.5%+10613F-HRTimeline
BOSTON FAMILY OFFICE LLC8,109$893K0.06%-713F-HRTimeline