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Disclosery

SHV ISHARES TR

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SHS (fund)

720 managers (726 13F filers) reported a position in SHV shares at 2026-06-30, 88,307,818 shares in all. 54 filers opened a position and 71 filers sold out during the quarter.

Managers
720
13F filers
726
New
54
Added
260
Reduced
311
Sold out
71
Shares held by filers
88,307,818

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
EAGLE GLOBAL ADVISORS LLC9,149$1.01M0.03%+38013F-HRTimeline
Kovack Advisors, Inc.9,149$1.01M0.05%+1,05113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners9,041$998K0.11%-38913F-HRTimelineGroup
HighPoint Advisor Group LLC8,915$984K0.03%+2,50113F-HRTimeline
WHITTIER TRUST CO8,872$977K0.01%013F-HRTimeline
Black Diamond Financial, LLC8,703$960K0.08%+45213F-HRTimeline
KDT Advisors, LLC8,659$956K1.32%-75013F-HRTimeline
MIRAMONTES CAPITAL, LLC8,515$940K0.29%-10113F-HRTimeline
J.Safra Asset Management Corp8,496$938K0.04%+5,11913F-HRTimeline
Keel Point, LLC8,487$937K0.06%013F-HRTimeline
Elevation Capital Advisory, LLC8,366$923K0.36%-99913F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC8,357$922K0.19%+7513F-HRTimeline
Plum Street Advisors, LLC8,304$916K0.29%013F-HRTimeline
Fortis Advisors, LLC8,302$916K0.43%+7413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC8,256$911K0.28%+95413F-HRTimelineGroup
Sovereign Financial Group, Inc.8,211$906K0.14%-14713F-HRTimeline
Sidoxia Capital Management, LLC8,164$901K0.66%+33113F-HRTimeline
Kingsview Wealth Management, LLC8,098$894K0.01%new13F-HRTimeline
Transcendent Capital Group LLC8,083$892K0.35%+1813F-HRTimeline
ARRIEN INVESTMENTS, INC.8,047$888K0.45%-1,49713F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,952$878K0.08%new13F-HRTimeline
Solstein Capital, LLC7,943$877K0.3%+2,74713F-HRTimeline
Sandy Cove Advisors, LLC7,871$869K0.22%+1,45213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT7,711$851K0.05%-1,10613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,706$850K0.06%+1,27313F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES7,651$844K0.29%-9,02813F-HRTimeline
Principia Wealth Advisory, LLC7,642$843K0.42%-1,00213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,619$841K0.04%+22713F-HRTimeline
SIGNATUREFD, LLC7,580$836K0.01%-12613F-HRTimeline
Keebeck Wealth Management7,579$836K0.08%-42913F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…7,574$836K0.05%new13F-HRTimelineGroup
Jacobi Capital Management LLC7,571$836K0.04%+12413F-HRTimeline
Allianz SEin group Allianz SE7,439$821K0.01%013F-HRTimelineGroup
Core Wealth Advisors, Inc.7,417$818K0.16%013F-HRTimeline
BLALOCK WILLIAMS, LLC7,325$808K0.52%+7113F-HRTimeline
Thompson David Blair7,299$805K0.4%-94513F-HRTimeline
Montecito Bank & Trust7,285$804K0.12%-45013F-HRTimeline
WealthTrak Capital Management LLC7,236$798K0.53%-1,35513F-HRTimeline
Algorithmic Investment Models, LLC7,234$798K0.92%+56413F-HRTimeline
Presidio Capital Management, LLC7,158$790K0.2%-136,68413F-HRTimeline
Rosenberg Matthew Hamilton7,134$787K0.15%-1,98513F-HRTimeline
Dynamic Advisor Solutions LLC7,092$783K0.02%+25013F-HRTimeline
Gateway Wealth Partners, LLC6,898$761K0.05%+47313F-HRTimeline
Archer Investment Corp6,893$761K0.15%+42913F-HR/ATimeline
Global View Capital Management LLC6,884$760K0.16%-78213F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…6,754$745K0.04%013F-HRTimeline
Dominguez Wealth Management Solutions, …6,696$739K0.41%-1713F-HRTimeline
Grand Central Investment Group6,567$725K0.61%+813F-HRTimeline
Gryphon Financial Partners LLC6,540$722K0.06%013F-HRTimeline
Gotham Asset Management, LLC6,539$722K<0.01%013F-HRTimeline
BRIGHTON JONES LLC6,532$721K0.01%+80913F-HRTimeline
Geometric Wealth Advisors6,515$719K0.08%+5813F-HRTimeline
Capital Management Associates, Inc6,490$716K0.14%-613F-HRTimeline
Roble, Belko & Company, Inc6,425$709K0.08%-60813F-HRTimeline
Sigma Planning Corp6,347$700K0.02%-43213F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC6,255$690K0.08%13F-HRTimeline
Aptus Capital Advisors, LLC6,244$689K0.01%-3,43913F-HRTimeline
Shared Vision Wealth Group LLC6,239$689K0.24%+23313F-HRTimeline
Foster Group, Inc.6,139$677K0.02%+18013F-HRTimeline
United Advisor Group, LLC6,120$675K0.07%-71013F-HRTimeline
VestGen Advisors, LLC6,107$674K0.02%-9513F-HRTimeline
Mayflower Financial Advisors, LLC6,050$668K0.06%+15413F-HRTimeline
TCP Asset Management, LLC5,991$661K0.07%+1,72613F-HRTimeline
Aries Wealth Management5,954$657K0.13%+34513F-HRTimeline
Beacon Capital Management, Inc.5,933$655K0.04%-10,25113F-HRTimeline
Nuveen, LLCin group TIAA5,902$651K<0.01%new13F-HRTimelineGroup
CIBC WORLD MARKET INC.5,771$637K<0.01%-7,22013F-HRTimeline
Castle Rock Wealth Management, LLC5,787$637K0.12%-6913F-HRTimeline
Index Fund Advisors, Inc.5,753$635K0.03%-1,78513F-HRTimeline
IMA Advisory Services, Inc.5,690$628K0.04%+4,56713F-HRTimeline
PRIVATE TRUST CO NA5,688$628K0.05%-73613F-HRTimeline
Insight Wealth Partners, LLC5,616$620K0.08%+35513F-HRTimeline
Clearstead Advisors, LLC5,511$608K0.01%-2,20013F-HRTimeline
Ceeto Capital Group, LLC5,500$607K0.16%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,497$607K0.04%-22313F-HRTimeline
BOSTON FAMILY OFFICE LLC5,485$605K0.04%-2,07413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,433$600K0.02%+2,32913F-HRTimelineGroup
PINNACLE ASSOCIATES LTD5,396$595K0.01%-70513F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,314$586K0.02%-81313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.5,246$579K0.28%-16813F-HRTimeline
Sicart Associates LLC5,150$568K0.14%013F-HRTimeline
VestGen Investment Management5,110$564K0.3%+48813F-HRTimeline
Jessup Wealth Management, Inc5,018$554K0.17%-20513F-HRTimeline
SAGE FINANCIAL GROUP INC5,007$553K0.03%-45013F-HRTimeline
ADVISORTRUST PARTNERS, LLC4,953$547K0.19%-21,75513F-HRTimeline
Rinkey Investments4,944$546K0.13%+9413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,865$537K0.01%-2,16413F-HRTimelineGroup
LWM Advisory Services, LLC4,778$527K0.94%-2,65613F-HRTimeline
Chesapeake Wealth Management4,765$526K0.15%-39913F-HRTimeline
GLR Partners, LLC4,750$524K0.24%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC4,646$513K0.05%013F-HRTimeline
MFA Wealth Services4,588$506K0.3%+1,37313F-HRTimeline
SFMG, LLC4,536$501K0.03%013F-HRTimeline
NorthRock Partners, LLC4,522$499K0.01%-85313F-HRTimeline
Investment Partners Asset Management, I…4,515$498K0.28%-59013F-HRTimeline
Argent Trust Co4,507$497K0.01%+1,04813F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,432$489K0.07%+1,09713F-HRTimeline
Integrated Advisors Network LLC4,425$488K0.02%-9,43713F-HRTimeline
Leibman Financial Services, Inc.4,389$484K0.32%-1,16213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,346$480K0.02%-474,86213F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding4,340$479K+1,801Timeline
Valpey Financial Services, LLC4,301$475K0.28%-69013F-HRTimeline
Physician Wealth Solutions Inc.4,222$466K0.18%-6313F-HRTimeline
RAELIPSKIE PARTNERSHIP4,200$463K0.18%013F-HRTimeline
High Note Wealth, LLC4,123$455K0.08%-8413F-HRTimeline
Advisory Solutions Group, LLC4,108$453K0.16%13F-HRTimeline
NWAM LLC4,061$448K0.02%+31013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,060$448K0.01%+18413F-HRTimelineGroup
Joel Isaacson & Co., LLC4,033$445K0.01%+1013F-HRTimeline
Composition Wealth, LLC4,026$444K0.01%+113F-HRTimeline
FIDUCIENT ADVISORS LLC4,012$443K0.06%+26913F-HRTimeline
Bayshore Capital Advisors, LLC4,009$442K0.21%-44413F-HRTimeline
Intergy Private Wealth, LLC3,990$440K0.1%-18913F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG3,956$437K0.01%013F-HRTimelineGroup
Ted Buchan & Co3,902$431K0.14%+213F-HRTimeline
North Capital, Inc.3,891$429K0.32%013F-HRTimeline
Stanley-Laman Group, Ltd.3,865$427K0.04%-6913F-HRTimeline
Flagship Private Wealth, LLC3,840$424K0.15%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,808$420K<0.01%-16613F-HRTimelineGroup
Lake Hills Wealth Management, LLC3,795$419K0.19%-60913F-HRTimeline
Roberts Financial Services LLC3,790$418K0.12%-24713F-HRTimeline
Goepper Burkhardt LLC3,732$412K0.12%new13F-HRTimeline
Turning Point Benefit Group, Inc.3,657$404K0.17%-27013F-HRTimeline
LifePlan Investment Advisors, Inc.3,652$403K0.14%-27213F-HRTimeline
INVESTMENT PARTNERS, LTD.3,627$400K0.13%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,626$400K0.03%013F-HRTimelineGroup
LTG Capital LLC3,620$399K0.27%013F-HRTimeline
Innovative Wealth Building LLC3,614$399K0.23%+1,39913F-HRTimeline
Crusonia Wealth Advisors LLC3,590$396K0.07%-3,86513F-HRTimeline
BRADY FAMILY WEALTH, LLC3,577$395K0.11%new13F-HRTimeline
Fortitude Advisory Group L.L.C.3,546$391K0.15%-5313F-HRTimeline
Crane Advisory, LLC3,539$390K0.06%+1,39513F-HRTimeline
Lynch Investment Planning, LLC3,523$389K0.3%013F-HRTimeline
Aprio Wealth Management, LLC3,515$388K0.02%+14113F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC3,470$383K0.11%-3513F-HRTimeline
Revolve Wealth Partners, LLC3,440$380K0.04%new13F-HRTimeline
Quantinno Capital Management LP3,434$379K<0.01%-91813F-HRTimeline
Innova Wealth Partners3,358$371K0.15%-20113F-HRTimeline
Schrum Private Wealth Management LLC3,349$370K0.38%-4,59013F-HRTimeline
Almanack Investment Partners, LLC.3,334$368K0.05%+70013F-HRTimeline
Apella Capital, LLC3,321$366K0.01%-57813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC3,261$360K0.13%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,250$359K0.01%013F-HRTimeline
ROMANO BROTHERS AND COMPANY3,220$355K0.04%013F-HRTimeline
Strategic Financial Partners, Ltd.3,187$352K0.13%+1513F-HRTimeline
Tortoise Investment Management, LLC3,170$350K0.03%-69013F-HRTimeline
Finley Financial, LLC3,150$348K0.14%-2,14013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,111$343K0.02%+813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,100$342K<0.01%-15013F-HRTimelineGroup
Peck Wealth Management, LLC3,100$342K0.29%+2,06513F-HRTimeline
Values First Advisors, Inc.3,074$339K0.15%+4913F-HR/ATimeline
EXCALIBUR MANAGEMENT CORP3,056$337K0.11%+46413F-HRTimeline
IFC & Insurance Marketing, Inc.3,017$333K0.29%-4213F-HRTimeline
JTC Employer Solutions Trustee Ltd2,882$318K0.03%013F-HRTimeline
RMR Wealth Builders2,875$317K0.02%+39713F-HRTimeline
Cairn Investment Group, Inc.2,875$317K0.14%013F-HRTimeline
Trueblood Wealth Management, LLC2,871$317K0.11%+31813F-HRTimeline
Kingdom Financial Group LLC.2,813$310K0.08%-56713F-HRTimeline
Clarity Financial LLC2,807$310K0.03%-113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,802$309K<0.01%new13F-HRTimelineGroup
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC2,791$308K0.03%-9,03113F-HRTimelineGroup
Integrity Advisory Solutions, LLC2,756$304K0.03%+85113F-HRTimeline
Entelevest, LLC2,744$303K0.27%+27513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,736$302K0.01%-89413F-HRTimelineGroup
RDA Financial Network2,724$301K0.07%-22613F-HRTimeline
Ballast Rock Private Wealth LLC2,700$298K0.14%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,693$297K<0.01%-1,57313F-HRTimeline
Clark Asset Management, LLC2,685$296K0.02%+5813F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,675$295K0.01%-20013F-HRTimeline
Cassaday & Co Wealth Management LLC2,672$295K0.01%+5513F-HRTimeline
Magnus Financial Group LLC2,671$295K0.02%+14413F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,623$289K0.03%+59413F-HRTimelineGroup
Triumph Capital Management2,593$286K0.05%-35813F-HRTimeline
Root Financial Partners, LLC2,569$283K0.01%-10213F-HRTimeline
True Link Financial Advisors, LLC2,555$282K0.02%-20813F-HR/ATimeline
American Institute for Advanced Investm…2,550$281K0.16%013F-HRTimeline
Rehmann Capital Advisory Group2,518$278K0.01%-9,70313F-HRTimeline
Koshinski Asset Management, Inc.2,515$278K0.01%+43613F-HRTimeline
Fortis Group Advisors, LLC2,512$277K0.04%-1,39313F-HRTimeline
Vermillion & White Wealth Management Gr…2,450$270K0.14%013F-HRTimeline
Sugar Maple Asset Management, LLC2,443$270K0.17%013F-HRTimeline
CENTRAL TRUST Co2,434$269K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,432$268K0.03%013F-HR/ATimeline
Clear Creek Financial Management, LLC2,424$267K0.02%-4,60413F-HRTimeline
Capital Investment Advisory Services, L…2,406$266K0.02%-23213F-HRTimeline
Probity Advisors, Inc.2,406$266K0.04%-90013F-HRTimeline
Chatterton & Associates Inc.2,408$265K0.16%-1,84913F-HRTimeline
Csenge Advisory Group2,400$265K0.01%new13F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…2,391$264K0.18%-4,31913F-HRTimeline
Gladstone Institutional Advisory LLC2,376$262K0.01%+19413F-HRTimeline
First Heartland Consultants, Inc.2,376$262K0.02%new13F-HRTimeline
Boreal Capital Management LLC2,366$261K0.19%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,359$260K<0.01%013F-HRTimeline
JENNISON ASSOCIATES LLC2,355$260K<0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,318$256K<0.01%+113F-HRTimelineGroup
Cunning Capital Partners, LP2,300$254K0.1%-20013F-HRTimeline
Tanager Wealth Management LLP2,300$254K0.02%013F-HRTimeline
55 North Private Wealth, LLC2,263$250K0.05%-1,72513F-HRTimeline
Independent Advisor Alliance2,259$249K0.01%-59,54313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC2,236$247K0.09%-12313F-HRTimeline