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Disclosery

SHV ISHARES TR

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SHS (fund)

736 managers (743 13F filers) reported a position in SHV shares at 2026-03-31, 90,585,823 shares in all. 83 filers opened a position and 57 filers sold out during the quarter.

Managers
736
13F filers
743
New
83
Added
279
Reduced
278
Sold out
57
Shares held by filers
90,585,823

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MAI Capital Management46,591$5.14M0.03%-9,74213F-HRTimeline
MGO ONE SEVEN LLC45,907$5.07M0.1%+4,90313F-HRTimeline
AE Wealth Management LLC45,709$5.05M0.03%+33,22913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC45,337$4.99M0.76%-5,08913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP44,719$4.92M0.01%+6,88013F-HRTimelineGroup
Orion Porfolio Solutions, LLC44,338$4.89M0.04%+3,36313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/44,041$4.86M0.84%+5,63513F-HRTimeline
Ashton Thomas Private Wealth, LLC43,150$4.76M0.11%+13,49513F-HRTimeline
Regal Investment Advisors LLC42,511$4.69M0.27%+27,10413F-HRTimeline
HB Wealth Management, LLC42,329$4.67M0.03%+34813F-HRTimeline
Heck Capital Advisors, LLC41,190$4.55M0.34%-17,44613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP41,066$4.53M0.06%+7,51813F-HRTimelineGroup
EFG International AGin group EFG International AG38,967$4.3M0.09%+85913F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding38,859$4.29M+1,614Timeline
Cadia Private Client LLC38,604$4.26M3.46%-28213F-HRTimeline
Walker Financial Services, Inc.37,666$4.16M1.42%+57613F-HRTimeline
INVESTMENT HOUSE LLC37,557$4.15M0.22%+1,39113F-HRTimeline
Wealthspire Advisors, LLC37,398$4.13M0.03%+12113F-HRTimeline
Ridgewood Investments LLC37,315$4.12M1.68%13F-HRTimeline
ADVISORY RESEARCH INC37,117$4.1M0.5%+3,62613F-HRTimeline
Greenspring Advisors, LLC37,060$4.09M0.25%-62213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC36,622$4.04M0.08%-2,40813F-HRTimeline
Trilogy Capital Inc.35,742$3.95M0.18%-6,30213F-HRTimeline
Parallel Advisors, LLC35,420$3.91M0.07%-5,34413F-HR/ATimeline
INVESTMENT MANAGEMENT ASSOCIATES INC /A…35,212$3.89M1.05%+2,14713F-HRTimeline
PATTON FUND MANAGEMENT, INC.35,155$3.88M0.66%+82013F-HRTimeline
Westview Management dba Westview Invest…34,388$3.8M1.98%-1,41013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC34,211$3.78M0.7%+1,64613F-HRTimeline
Jordan Park Group LLC31,223$3.74M0.2%new13F-HRTimeline
Federation des caisses Desjardins du Qu…33,282$3.67M0.01%+20,85413F-HRTimeline
Keystone Financial Group, Inc.33,280$3.67M1.91%+13113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC33,188$3.66M0.26%-3,02213F-HRTimeline
Heartland Bank & Trust Co32,982$3.64M0.82%+14,48313F-HRTimeline
GWN SECURITIES INC.31,930$3.52M0.67%-10,24513F-HRTimeline
CALTON & ASSOCIATES, INC.31,845$3.52M0.51%+15,32913F-HRTimeline
Alexis Investment Partners, LLC31,821$3.51M2.42%-2,29113F-HRTimeline
Paladin Partners, LLC31,450$3.47M2.5%+6,53013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC31,273$3.45M0.12%+85513F-HRTimelineGroup
Premier Path Wealth Partners, LLC31,231$3.45M0.45%-14,67513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.31,125$3.44M0.39%-73413F-HRTimeline
LOWE BROCKENBROUGH & CO INC30,842$3.4M0.17%-4,43913F-HRTimeline
TBH Global Asset Management, LLC30,268$3.34M0.67%-3,91613F-HRTimeline
CoreCap Advisors, LLC29,709$3.28M0.11%-9,37613F-HRTimeline
KELLEHER FINANCIAL ADVISORS29,618$3.27M0.83%+27,13113F-HRTimeline
Institute for Wealth Management, LLC.29,625$3.27M0.35%+1,64913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT28,680$3.17M0.05%+60613F-HRTimeline
Camarda Financial Advisors, LLC28,300$3.12M1.64%+26213F-HRTimeline
Mainsail Financial Group, LLC27,749$3.06M1.28%-1,08413F-HRTimeline
ADVISORTRUST PARTNERS, LLC26,708$2.95M1.23%+18,79013F-HRTimeline
Net Worth Advisory Group26,633$2.94M0.61%-5,29913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC26,409$2.92M0.52%+27813F-HRTimeline
Impact Partnership Wealth, LLC26,211$2.89M0.36%-3,19013F-HRTimeline
Argent Advisors, Inc.26,181$2.89M0.79%-10,00213F-HRTimeline
MMBG INVESTMENT ADVISORS CO.26,045$2.88M0.26%-41,51513F-HRTimeline
Proficio Capital Partners LLC25,888$2.86M0.15%-2,93913F-HRTimeline
Fermata Advisors, LLC25,881$2.86M0.64%+8,37813F-HRTimeline
&PARTNERS25,703$2.84M0.01%-1,59313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,642$2.83M0.05%+78113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV25,399$2.8M<0.01%-1,20313F-HRTimeline
Ethos Financial Group, LLC25,326$2.8M0.2%+4,48813F-HRTimeline
Chicago Wealth Management, Inc.24,400$2.69M1.08%+11,32013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…24,383$2.69M0.02%+29013F-HRTimelineGroup
Delta Investment Management, LLC24,354$2.69M0.48%-65513F-HRTimeline
KDK Private Wealth Management, LLC24,322$2.68M2.46%-85813F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…24,317$2.68M0.9%-7,32213F-HRTimeline
Western Wealth Management, LLC24,092$2.66M0.1%+19,42113F-HR/ATimeline
Core Wealth Partners LLC23,950$2.64M1.23%-1,19413F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC23,767$2.62M0.36%+8,18713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clark Capital Management Group, Inc.23,758$2.62M0.02%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,674$2.61M0.06%-10,24913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management23,627$2.61M0.09%-1,27113F-HRTimelineGroup
Madson Wealth Advisors Inc23,374$2.58M2.15%13F-HRTimeline
FINANCIAL DISCOVERY GROUP INC22,887$2.53M5.9%13F-HRTimeline
Formidable Asset Management, LLC22,860$2.52M0.39%+15,99513F-HRTimeline
BLAIR WILLIAM & CO/IL22,441$2.48M0.01%-27313F-HRTimeline
Tempus Wealth Planning, LLC22,437$2.48M0.57%+4,28413F-HRTimeline
Mission Creek Capital Partners, Inc.22,425$2.48M0.49%+2,04313F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC22,079$2.44M2.05%-1,85313F-HRTimelineGroup
Foundry Financial Group, Inc.22,021$2.43M1.21%+1,26913F-HRTimeline
AXS Investments LLC21,803$2.41M0.97%+11,50313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC21,749$2.4M0.08%+2,26713F-HRTimeline
Weaver Consulting Group21,688$2.39M0.57%-2,21413F-HRTimeline
STRATEGY ASSET MANAGERS LLC21,054$2.32M0.38%-36813F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC21,005$2.32M0.34%013F-HRTimeline
SWEENEY & MICHEL, LLC20,841$2.3M0.68%+13113F-HRTimeline
Realta Investment Advisors20,674$2.28M0.79%+55913F-HRTimeline
Private Advisory Group LLC20,317$2.24M0.16%-8013F-HRTimeline
Compound Planning, Inc.20,316$2.24M0.07%-89113F-HRTimeline
Capital Advisors, Ltd. LLC20,283$2.24M0.25%-59113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,217$2.23M0.02%+8,63913F-HRTimelineGroup
Prospera Financial Services Inc20,032$2.21M0.04%+4,04113F-HRTimeline
Destination Wealth Management19,900$2.2M0.06%+3,32213F-HRTimeline
EHRLICH FINANCIAL GROUP19,446$2.15M1.23%+4,34013F-HRTimeline
Financial Plan, Inc.19,275$2.13M0.23%-66713F-HRTimeline
Abacus Planning Group, Inc.19,120$2.11M0.28%013F-HRTimeline
HFG Advisors, Inc.18,428$2.03M1.43%+52713F-HRTimeline
Hudson Portfolio Management LLC18,360$2.03M1.71%+5,34013F-HRTimeline
TD Waterhouse Canada Inc.18,403$2.02M0.01%+1,17113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.18,154$2M<0.01%-12813F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC18,052$1.99M0.54%-5,09113F-HRTimeline
ASPIRIANT, LLC17,831$1.97M0.06%-10113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,793$1.96M<0.01%new13F-HRTimelineGroup
Signal Advisors Wealth, LLC17,759$1.96M0.13%+9,17113F-HRTimeline
Waverly Advisors, LLC17,325$1.91M0.01%+10,68113F-HRTimeline
GenWealth Group, Inc.17,205$1.9M0.32%-54113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC16,942$1.87M0.25%+86113F-HRTimeline
Legacy Wealth Advisors, LLC16,903$1.87M0.95%-12613F-HRTimeline
Vise Technologies, Inc.16,763$1.85M0.04%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES16,679$1.84M0.7%+8,03013F-HRTimeline
Perennial Advisors, LLC16,513$1.82M0.31%+2,08213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,479$1.82M<0.01%+11,50313F-HRTimeline
Robinson Value Management, Ltd.16,363$1.81M1.01%-18,26513F-HRTimeline
CENTAURUS FINANCIAL, INC.16,343$1.8M0.09%+3,00413F-HRTimeline
Financial Management Professionals, Inc.16,221$1.79M0.2%013F-HRTimeline
Snowden Capital Advisors LLC16,215$1.79M0.05%-1,06313F-HRTimeline
Beacon Capital Management, Inc.16,184$1.79M0.1%-20,57213F-HR/ATimeline
BENEDICT FINANCIAL ADVISORS INC15,775$1.74M0.36%+2,49113F-HRTimeline
LightSquare Wealth Management, LLC15,605$1.72M1.29%13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC15,390$1.7M0.21%-2,80013F-HRTimeline
SVB WEALTH LLC15,379$1.7M0.11%-2,80113F-HRTimeline
CENTRAL BANK & TRUST CO15,222$1.68M0.26%-3013F-HRTimeline
Allworth Financial LP15,100$1.67M0.01%-1,35813F-HRTimeline
Balentine LLC15,026$1.66M0.07%013F-HRTimeline
PATTEN & PATTEN INC/TN14,964$1.65M0.1%013F-HRTimeline
WCG Wealth Advisors LLC14,910$1.65M0.05%+1,16213F-HRTimeline
Prosperity Advisers, LLC14,904$1.65M1.37%-26313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,882$1.64M0.01%-39013F-HRTimelineGroup
Legacy Wealth Partners, LLC14,674$1.62M0.41%+1,57113F-HRTimeline
Shepherd Financial Partners LLC14,624$1.61M0.15%-9,97113F-HRTimeline
Birchcreek Wealth Management, LLC14,538$1.6M0.77%+3913F-HRTimeline
Kings Path Partners LLC14,376$1.59M0.55%-2,23213F-HR/ATimeline
Latitude Advisors, LLC14,370$1.59M0.73%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,118$1.56M0.02%+7,82513F-HRTimelineGroup
Bosman Wealth Management, LLC14,051$1.55M1.37%-15013F-HRTimeline
Hardworking Capital Advisors, LLC13,867$1.53M1.43%-2,44313F-HRTimeline
Integrated Advisors Network LLC13,862$1.53M0.08%+9,33513F-HRTimeline
Authentikos Wealth Advisory, LLC13,735$1.52M1.02%-2,03913F-HRTimeline
Estate Counselors, LLC13,700$1.51M0.13%-57,72013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.13,530$1.49M0.47%+9013F-HRTimeline
OLD NATIONAL BANCORP /IN/13,498$1.49M0.02%-9,65413F-HRTimeline
Wick Capital Partners, LLC13,419$1.48M0.27%+51913F-HRTimeline
Virtue Capital Management, LLC13,294$1.47M0.22%-1,71513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,070$1.44M<0.01%+1,78813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,049$1.44M<0.01%+10,67213F-HRTimelineGroup
CIBC WORLD MARKET INC.12,991$1.43M<0.01%-4,44413F-HRTimeline
Courage Miller Partners, LLC12,575$1.39M0.39%+3,39213F-HRTimeline
World Investment Advisors12,572$1.39M0.02%+4,73013F-HRTimeline
National Wealth Management Group, LLC12,321$1.36M0.51%-46813F-HRTimeline
Rehmann Capital Advisory Group12,221$1.35M0.07%+6713F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC12,077$1.33M0.82%-10,06913F-HRTimeline
Sage Advisory Services, Ltd.Co.12,078$1.33M0.73%013F-HRTimeline
Burford Brothers, Inc.12,009$1.33M0.54%new13F-HRTimeline
Fonville Wealth Management LLC11,906$1.31M0.25%-1,01513F-HRTimeline
Ifrah Financial Services, Inc.11,862$1.31M0.35%+1,73213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,825$1.31M0.07%+9,60513F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC11,822$1.3M0.13%+1,36313F-HRTimelineGroup
Arkadios Wealth Advisors11,802$1.3M0.02%+2,61513F-HRTimeline
Western Financial Corp/CA11,756$1.3M0.51%-47013F-HRTimeline
Advisory Alpha, LLC11,721$1.29M0.04%-9313F-HRTimeline
LOWERY THOMAS, LLC11,661$1.29M0.74%+1,27113F-HRTimeline
Crews Bank & Trust11,478$1.27M0.18%-59013F-HRTimeline
Pathway Financial Advisors LLC11,401$1.26M0.16%-8013F-HRTimeline
Perigon Wealth Management, LLC11,307$1.25M0.02%-10513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co11,121$1.23M<0.01%-36213F-HRTimelineGroup
One Capital Management, LLC11,118$1.23M0.03%+4513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…11,114$1.23M0.61%+1,21313F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,113$1.23M0.04%+83413F-HRTimelineGroup
Darden Wealth Group Inc10,813$1.19M0.61%-19113F-HRTimeline
Savvy Advisors, Inc.10,758$1.19M0.03%-1,33013F-HRTimeline
CHOREO, LLC10,657$1.18M0.01%-31013F-HRTimeline
Compass Ion Advisors, LLC10,640$1.17M0.11%-63713F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC10,625$1.17M0.27%-18513F-HRTimeline
Frontier Asset Management, LLC10,524$1.16M0.24%-213F-HRTimeline
Edgemoor Investment Advisors, Inc.10,510$1.16M0.09%-20013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,488$1.16M<0.01%-6,99813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED10,473$1.16M0.08%-43013F-HRTimeline
CIDEL ASSET MANAGEMENT INC10,449$1.15M0.06%013F-HRTimeline
Sequoia Financial Advisors, LLC10,333$1.14M0.01%-1,37613F-HRTimeline
TWO SIGMA SECURITIES, LLC10,249$1.13M0.13%new13F-HRTimeline
Bison Wealth, LLC10,203$1.12M0.11%+31713F-HRTimeline
Leelyn Smith, LLC10,159$1.12M0.16%+3,08913F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC9,858$1.09M0.74%+4813F-HRTimeline
Aptus Capital Advisors, LLC9,683$1.07M0.01%+8,01913F-HRTimeline
ARRIEN INVESTMENTS, INC.9,544$1.05M0.57%-66013F-HRTimeline
Navigate Wealth Management, LLC9,475$1.05M0.73%13F-HRTimeline
LINCOLN CAPITAL CORP9,460$1.04M0.38%-18713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding9,430$1.04M-564,563Timeline
KDT Advisors, LLC9,409$1.04M1.65%-7,48313F-HRTimeline
Balefire, LLC9,402$1.04M0.2%+29913F-HRTimeline
Intellus Advisors LLC9,381$1.04M0.14%+4,30213F-HRTimeline
Elevation Capital Advisory, LLC9,365$1.03M0.44%new13F-HRTimeline
Arkos Global Advisors9,258$1.02M0.13%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD9,235$1.02M<0.01%013F-HRTimelineGroup
Consilium Wealth Advisory, LLC9,125$1.01M0.34%-26913F-HRTimeline
Rosenberg Matthew Hamilton9,119$1.01M0.21%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC9,063$1M0.21%+2,92613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,002$994K0.04%-20513F-HRTimeline
WealthBridge Capital Management, LLC8,966$990K0.23%new13F-HRTimeline
WHITTIER TRUST CO8,872$977K0.01%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT8,817$973K0.06%-85813F-HRTimeline