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Disclosery

SHV ISHARES TR

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SHS (fund)

716 managers (724 13F filers) reported a position in SHV shares at 2024-12-31, 82,669,723 shares in all. 62 filers opened a position and 54 filers sold out during the quarter.

Managers
716
13F filers
724
New
62
Added
248
Reduced
269
Sold out
54
Shares held by filers
82,669,723

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Fonville Wealth Management LLC7,798$859K0.28%+4,00313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,735$852K<0.01%-26313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,707$849K<0.01%-9,65413F-HRTimelineGroup
NAPATREE CAPITAL LLC7,681$846K0.5%+21913F-HRTimeline
Alesco Advisors, LLC, An ESL Co7,658$843K0.03%-1,44713F-HRTimeline
Castleview Partners, LLC7,627$840K0.45%-39213F-HR/ATimeline
Tortoise Investment Management, LLC7,620$839K0.09%-7,25013F-HR/ATimeline
LEAVELL INVESTMENT MANAGEMENT, INC.7,616$839K0.04%+14413F-HRTimeline
Signal Advisors Wealth, LLC7,594$836K0.09%+12513F-HRTimeline
Keel Point, LLC7,569$833K0.07%-41713F-HRTimeline
CENTAURUS FINANCIAL, INC.7,545$831K0.05%+1,01513F-HRTimeline
Dominguez Wealth Management Solutions, …7,489$825K0.6%-213F-HRTimeline
NAPA WEALTH MANAGEMENT7,374$812K0.35%+30213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,369$811K0.2%+28813F-HRTimelineGroup
One Capital Management, LLC7,358$810K0.03%-2,34613F-HRTimeline
Investment Partners Asset Management, I…7,330$807K0.63%-17013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,281$802K0.01%+4,75613F-HRTimelineGroup
Jacobi Capital Management LLC7,266$800K0.06%-44913F-HRTimeline
Innova Wealth Partners7,137$786K0.5%new13F-HRTimeline
Roble, Belko & Company, Inc7,086$780K0.12%+113F-HRTimeline
CENTRAL BANK & TRUST CO7,041$775K0.12%+46313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,025$773K0.07%+1,93113F-HRTimeline
Tempus Wealth Planning, LLC7,023$773K0.24%+2,03313F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC7,008$772K0.46%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,981$769K0.05%+3,79813F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC6,976$768K0.21%new13F-HRTimeline
ORG Partners LLC6,809$750K0.1%-11,85913F-HRTimeline
Sandy Cove Advisors, LLC6,753$744K0.29%-7413F-HRTimeline
FORTE ASSET MANAGEMENT LLC6,750$743K0.39%013F-HRTimeline
Sovereign Financial Group, Inc.6,748$743K0.17%+1,59013F-HRTimeline
Aries Wealth Management6,659$733K0.2%+2,10413F-HRTimeline
Gryphon Financial Partners LLC6,653$733K0.11%-5513F-HRTimeline
Sigma Planning Corp6,642$731K0.02%-13013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,611$728K0.06%new13F-HRTimeline
Trilogy Capital Inc.6,506$716K0.04%+18013F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding6,504$716K+3,225Timeline
Advisors Preferred, LLCin group Advisors Preferred, LLC6,423$707K0.11%new13F-HRTimelineGroup
Annandale Capital, LLC6,350$699K0.14%-8413F-HRTimeline
Cairn Investment Group, Inc.6,300$694K0.41%013F-HRTimeline
Montecito Bank & Trust6,210$684K0.12%013F-HRTimeline
CIBC WORLD MARKET INC.6,205$683K<0.01%-8,46813F-HRTimeline
Compass Ion Advisors, LLC6,143$676K0.08%-9513F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC6,107$672K0.32%new13F-HRTimeline
Roberts Financial Services LLC6,097$671K0.13%-19413F-HRTimeline
Lake Hills Wealth Management, LLC6,090$671K0.46%-1,76713F-HRTimeline
RDA Financial Network6,035$665K0.19%-5,70113F-HRTimeline
Mayflower Financial Advisors, LLC6,026$664K0.1%-2413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,021$663K0.02%-13613F-HRTimelineGroup
Severin Investments, LLC5,969$657K0.65%13F-HRTimeline
Schrum Private Wealth Management LLC5,889$648K0.55%+58513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,881$648K0.07%-49113F-HRTimelineGroup
BENEDICT FINANCIAL ADVISORS INC5,828$642K0.16%+1,45213F-HRTimeline
Hudson Portfolio Management LLC5,750$633K0.62%new13F-HRTimeline
BLALOCK WILLIAMS, LLC5,631$620K0.72%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,625$619K<0.01%-4,95213F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd5,584$614K0.04%013F-HRTimeline
High Note Wealth, LLC5,569$613K0.16%-6013F-HRTimeline
Richard W. Paul & Associates, LLC5,540$610K0.22%-88513F-HRTimeline
Black Diamond Financial, LLC5,535$609K0.09%+26513F-HRTimeline
Leo Wealth, LLC5,509$607K0.05%-13013F-HRTimeline
Ceeto Capital Group, LLC5,500$606K0.22%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…5,500$606K<0.01%-1,20013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,473$603K0.12%-1,78913F-HRTimelineGroup
Arkadios Wealth Advisors5,399$594K0.03%-77113F-HRTimeline
PECAUT & CO.5,393$594K0.2%013F-HRTimeline
MGB Wealth Management, LLC5,370$591K0.18%+3,13713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…5,346$590K0.03%+4,96313F-HRTimeline
HANOVER ADVISORS INC5,262$579K0.24%-91013F-HRTimeline
Northstar Advisory Group, LLC5,205$573K0.29%new13F-HRTimeline
BRIGHTON JONES LLC5,199$572K0.02%new13F-HR/ATimeline
Foster Group, Inc.5,193$572K0.02%-96213F-HRTimeline
Sicart Associates LLC5,150$567K0.2%-1,50013F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC5,125$564K0.15%+8213F-HRTimeline
Thompson David Blair5,090$560K0.41%13F-HRTimeline
Bleakley Financial Group, LLC5,053$556K0.02%-4513F-HRTimeline
Gladstone Institutional Advisory LLC5,039$555K0.03%+11013F-HRTimeline
Sovran Advisors, LLC5,015$553K0.08%13F-HRTimeline
Integrated Advisors Network LLC5,005$551K0.03%+1213F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,000$551K0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC4,967$547K0.04%+4,08513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,854$534K0.01%-34813F-HRTimelineGroup
Balefire, LLC4,694$517K0.18%-55613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,658$513K0.02%-89313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC4,646$512K0.05%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,628$510K<0.01%-14313F-HRTimelineGroup
NWF Advisory Services Inc.4,626$509K0.07%new13F-HRTimeline
Allen Capital Group, LLC4,593$506K0.06%-4,94313F-HRTimeline
Leelyn Smith, LLC4,555$502K0.09%+41713F-HRTimeline
RETIREMENT CAPITAL STRATEGIES4,537$500K0.19%new13F-HRTimeline
MCDONALD PARTNERS LLC4,526$498K0.13%new13F-HRTimeline
Ted Buchan & Co4,463$491K0.23%013F-HRTimeline
AGILIS PARTNERS LLC4,432$488K0.15%013F-HRTimeline
TCP Asset Management, LLC4,415$486K0.11%-7513F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC4,398$484K0.42%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,378$483K0.11%+2213F-HRTimeline
Castle Rock Wealth Management, LLC4,310$475K0.11%+4813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,274$471K0.04%+2,36813F-HR/ATimeline
Fortitude Advisory Group L.L.C.4,265$470K0.28%-3913F-HRTimeline
Columbus Macro, LLC4,251$468K0.06%013F-HRTimeline
Advyzon Investment Management, LLC4,244$467K0.18%13F-HRTimeline
Valmark Advisers, Inc.4,243$467K0.01%+6813F-HRTimeline
Formidable Asset Management, LLC4,210$464K0.08%new13F-HRTimeline
NorthCoast Asset Management LLC4,202$463K<0.01%+1713F-HR/ATimeline
RAELIPSKIE PARTNERSHIP4,200$462K0.23%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,099$451K0.03%-14713F-HRTimeline
PRIVATE TRUST CO NA4,073$448K0.05%-7,50013F-HRTimeline
Centennial Wealth Advisory LLC4,035$444K0.17%-84213F-HRTimeline
EP Wealth Advisors, LLC4,024$443K<0.01%-4,92313F-HRTimeline
SMITH, MOORE & CO.4,002$441K0.04%+53713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,000$440K<0.01%-69013F-HRTimelineGroup
DIVERSIFIED TRUST CO3,992$440K0.01%-2513F-HRTimeline
Physician Wealth Solutions Inc.3,892$429K0.21%+24813F-HRTimeline
Vernal Point Advisors, LLC3,867$426K0.29%013F-HRTimeline
TT Capital Management LLC3,847$424K0.34%13F-HRTimeline
ROMANO BROTHERS AND COMPANY3,833$422K0.05%-22013F-HRTimeline
Engineers Gate Manager LP3,776$416K0.01%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,767$415K0.01%-51713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,760$414K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Western Wealth Management, LLC3,703$408K0.03%-1,68113F-HR/ATimeline
TILIA FIDUCIARY PARTNERS, INC.3,645$401K0.27%013F-HRTimeline
INVESTMENT PARTNERS, LTD.3,627$399K0.16%013F-HRTimeline
SYM FINANCIAL Corp3,619$398K0.05%new13F-HRTimeline
Avestar Capital, LLC3,608$397K0.04%-12113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,604$397K<0.01%-11,31913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,600$396K0.01%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC3,594$396K0.01%-1,35913F-HRTimeline
Maridea Wealth Management LLC3,586$395K0.13%13F-HRTimeline
Koshinski Asset Management, Inc.3,548$391K0.04%-8413F-HRTimeline
Authentikos Wealth Advisory, LLC3,539$390K0.39%-4,35013F-HRTimeline
Revolve Wealth Partners, LLC3,526$388K0.06%new13F-HR/ATimeline
Buffington Mohr McNeal3,523$388K0.06%+1,20013F-HRTimeline
Consilium Wealth Advisory, LLC3,508$386K0.18%+7713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK3,500$385K0.01%+5413F-HRTimelineGroup
Argent Trust Co3,459$381K0.02%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,443$379K0.15%13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,422$377K0.01%new13F-HRTimelineGroup
Watts Gwilliam & Co., LLC3,404$375K0.08%+213F-HRTimeline
Intergy Private Wealth, LLC3,345$368K0.14%+2213F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/3,337$367K0.02%+8913F-HRTimeline
REGATTA CAPITAL GROUP, LLC3,320$366K0.07%-3013F-HRTimeline
Jessup Wealth Management, Inc3,308$364K0.16%+96413F-HRTimeline
Hemington Wealth Management3,291$362K0.09%013F-HRTimeline
POWER WEALTH MANAGEMENT LLC3,283$361K0.15%-3013F-HRTimeline
LTG Capital LLC3,258$359K0.3%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,211$354K<0.01%-13613F-HRTimelineGroup
QUATTRO FINANCIAL ADVISORS LLC3,200$353K0.09%-37,92713F-HR/ATimeline
Stanley-Laman Group, Ltd.3,170$349K0.05%+66913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,163$348K<0.01%+4513F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,138$346K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC3,053$336K0.01%+9013F-HRTimeline
North Star Investment Management Corp.2,980$328K0.02%+1,98013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,977$328K0.01%-16613F-HRTimelineGroup
WOODLEY FARRA MANION PORTFOLIO MANAGEME…2,962$326K0.02%new13F-HRTimeline
Financial Architects, LLC2,955$325K0.21%013F-HRTimeline
Gotham Asset Management, LLC2,908$320K<0.01%013F-HRTimeline
Cardinal Point Capital Management ULC2,900$319K0.05%-1,81013F-HRTimeline
RMR Wealth Builders2,873$316K0.03%-91913F-HR/ATimeline
Triumph Capital Management2,848$314K0.11%-75113F-HRTimeline
PFG Advisors2,839$313K0.02%-43613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,823$311K0.02%-2,75413F-HRTimelineGroup
WOODWARD DIVERSIFIED CAPITAL, LLC2,821$311K0.23%-2,77213F-HRTimeline
Allianz SEin group Allianz SE2,804$309K0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…2,800$308K0.03%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,788$307K0.02%new13F-HRTimeline
LOWERY THOMAS, LLC2,779$306K0.2%new13F-HRTimeline
Accredited Investors Inc.2,774$305K0.02%-713F-HRTimeline
Sugar Maple Asset Management, LLC2,742$302K0.23%-4213F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC2,732$301K0.03%-3,13513F-HRTimelineGroup
Baron Wealth Management LLC2,728$300K0.14%-1,22513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,700$297K0.15%013F-HRTimelineGroup
Edge Wealth Management LLC2,697$297K0.06%-7,88013F-HRTimeline
Aprio Wealth Management, LLC2,692$296K0.04%+4313F-HRTimeline
Strategic Blueprint, LLC2,646$291K0.02%-3313F-HRTimeline
A&I FINANCIAL SERVICES, LLC2,638$290K0.28%13F-HRTimeline
Headlands Technologies LLC2,637$290K0.03%+10013F-HRTimeline
Vestcor Inc2,585$285K0.01%-1,37013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,586$285K0.01%-91013F-HRTimelineGroup
Charter Oak Capital Management, LLC2,562$282K0.03%+3513F-HRTimeline
Clark Asset Management, LLC2,514$277K0.05%-3713F-HRTimeline
Quantinno Capital Management LP2,502$275K<0.01%-30013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,497$275K0.02%new13F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,484$274K0.14%new13F-HRTimelineGroup
Wealthspire Advisors, LLC2,464$271K<0.01%+60513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,460$271K<0.01%-3,44613F-HRTimelineGroup
Vermillion & White Wealth Management Gr…2,450$270K0.2%013F-HRTimeline
Almanack Investment Partners, LLC.2,438$268K0.04%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC2,435$268K0.1%new13F-HRTimeline
PBMares Wealth Management LLC2,419$266K0.05%+43013F-HRTimeline
Crane Advisory, LLC2,416$266K0.05%-113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,377$262K0.01%-9013F-HR/ATimeline
J.Safra Asset Management Corp2,336$257K0.02%+1,53113F-HRTimeline
StrongBox Wealth, LLC2,303$254K0.11%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,300$253K<0.01%-2013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC2,286$252K0.01%-11013F-HRTimeline
CENTRAL TRUST Co2,275$251K0.01%013F-HRTimeline
Merit Financial Group, LLC2,267$250K<0.01%+3813F-HRTimeline
Summit Wealth Partners, LLC2,248$248K0.05%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,245$247K0.18%+5813F-HRTimeline
BridgePort Financial Solutions, LLC2,234$247K0.11%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,232$246K0.13%new13F-HRTimeline