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Disclosery

SHV ISHARES TR

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SHS (fund)

719 managers (726 13F filers) reported a position in SHV shares at 2025-03-31, 87,411,116 shares in all. 82 filers opened a position and 75 filers sold out during the quarter.

Managers
719
13F filers
726
New
82
Added
283
Reduced
271
Sold out
75
Shares held by filers
87,411,116

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ATWOOD & PALMER INC8,316$919K0.06%-50213F-HRTimeline
CENTRAL BANK & TRUST CO8,284$915K0.15%+1,24313F-HRTimeline
1834 INVESTMENT ADVISORS CO8,263$913K0.12%-92613F-HRTimeline
Burford Brothers, Inc.8,252$912K0.44%new13F-HRTimeline
D.A. DAVIDSON & CO.8,217$908K0.01%-44,51713F-HRTimeline
Global View Capital Management LLC8,186$904K0.33%-1,14313F-HRTimeline
SWEENEY & MICHEL, LLC8,203$904K0.4%13F-HRTimeline
Core Wealth Advisors, Inc.8,146$900K0.29%+27213F-HRTimeline
CIDEL ASSET MANAGEMENT INC7,955$879K0.06%new13F-HRTimeline
Watts Gwilliam & Co., LLC7,931$876K0.19%+4,52713F-HRTimeline
Fortis Advisors, LLC7,908$873K0.57%+5513F-HRTimeline
REGATTA CAPITAL GROUP, LLC7,848$867K0.17%+4,52813F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC7,831$865K4.35%new13F-HRTimeline
Balefire, LLC7,757$857K0.29%+3,06313F-HRTimeline
KWB Wealth7,757$854K0.1%-77413F-HRTimeline
North Star Investment Management Corp.7,679$848K0.06%+4,69913F-HRTimeline
Noble Wealth Management PBC7,608$840K0.57%-3,15513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,573$836K0.08%+54813F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,560$835K<0.01%-17513F-HRTimelineGroup
One Capital Management, LLC7,463$824K0.03%+10513F-HRTimeline
Dominguez Wealth Management Solutions, …7,440$822K0.6%-4913F-HRTimeline
LOWERY THOMAS, LLC7,387$816K0.56%+4,60813F-HRTimeline
Finley Financial, LLC7,385$816K0.45%-2,34413F-HRTimeline
Spartan Planning & Wealth Management7,371$814K0.79%-26,32713F-HRTimeline
Insight Wealth Partners, LLC7,354$812K0.49%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co7,183$793K0.02%-47513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,156$791K0.2%-21313F-HRTimelineGroup
Jacobi Capital Management LLC7,073$781K0.06%-19313F-HRTimeline
Roble, Belko & Company, Inc7,033$777K0.12%-5313F-HRTimeline
Investment Partners Asset Management, I…7,015$775K0.61%-31513F-HRTimeline
Schrum Private Wealth Management LLC6,999$773K0.68%+1,11013F-HRTimeline
Beverly Hills Private Wealth, LLC6,999$773K0.15%-1,59913F-HRTimeline
Archer Investment Corp6,990$772K0.2%-96513F-HRTimeline
Compass Ion Advisors, LLC6,983$771K0.09%+84013F-HRTimeline
Tortoise Investment Management, LLC6,895$762K0.08%-72513F-HR/ATimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,841$756K0.04%-77513F-HRTimeline
Formidable Asset Management, LLC6,815$753K0.13%+2,60513F-HRTimeline
Salomon & Ludwin, LLC6,806$752K0.08%-1,99213F-HRTimeline
Sovereign Financial Group, Inc.6,793$750K0.17%+4513F-HRTimeline
FORTE ASSET MANAGEMENT LLC6,750$746K0.38%013F-HRTimeline
Virtus Family Office LLC6,727$743K0.95%-41,60713F-HRTimeline
Sigma Planning Corp6,711$741K0.02%+6913F-HRTimeline
Aries Wealth Management6,674$737K0.2%+1513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,611$728K0.06%013F-HRTimeline
Gryphon Financial Partners LLC6,540$722K0.1%-11313F-HRTimeline
Severin Investments, LLC6,513$719K0.72%+54413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,297$696K0.08%+41613F-HRTimelineGroup
Roberts Financial Services LLC6,266$692K0.13%+16913F-HRTimeline
ORG Partners LLC6,287$692K0.17%-52213F-HRTimeline
Karpus Management, Inc.6,250$690K0.02%-8,25013F-HRTimeline
Montecito Bank & Trust6,210$686K0.12%013F-HRTimeline
Black Diamond Financial, LLC6,130$677K0.1%+59513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,068$670K<0.01%+1,44013F-HRTimelineGroup
Innova Wealth Partners6,001$663K0.41%-1,13613F-HRTimeline
RDA Financial Network6,000$663K0.2%-3513F-HRTimeline
PINKERTON WEALTH, LLC5,924$654K0.08%new13F-HRTimeline
Lake Hills Wealth Management, LLC5,874$649K0.45%-21613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,869$648K0.02%-15213F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC5,766$637K0.02%+1,10813F-HRTimeline
Mayflower Financial Advisors, LLC5,741$634K0.1%-28513F-HRTimeline
TruWealth Advisors, LLC5,740$634K0.04%-2,71213F-HRTimeline
Signal Advisors Wealth, LLC5,729$633K0.06%-1,86513F-HRTimeline
Aventura Private Wealth, LLC5,678$627K0.33%+3,97413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,660$624K0.14%+1,28213F-HRTimeline
BLALOCK WILLIAMS, LLC5,628$622K0.7%-313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,616$620K<0.01%-913F-HRTimelineGroup
Foster Group, Inc.5,612$620K0.02%+41913F-HRTimeline
Ceeto Capital Group, LLC5,500$608K0.23%013F-HRTimeline
Archford Capital Strategies, LLC5,484$606K0.09%-82,25013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.5,445$601K0.32%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.5,440$601K0.04%-2,10513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,402$597K0.34%-1,60613F-HRTimeline
Leo Wealth, LLC5,389$595K0.09%-12013F-HRTimeline
Hudson Portfolio Management LLC5,350$591K0.57%-40013F-HRTimeline
MGB Wealth Management, LLC5,312$587K0.21%-5813F-HRTimeline
HANOVER ADVISORS INC5,262$581K0.25%013F-HRTimeline
High Note Wealth, LLC5,230$578K0.14%-33913F-HRTimeline
Gladstone Institutional Advisory LLC5,202$575K0.03%+16313F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC5,160$570K0.16%+3513F-HRTimeline
PECAUT & CO.5,156$570K0.19%-23713F-HRTimeline
Sicart Associates LLC5,150$569K0.2%013F-HRTimeline
Richard W. Paul & Associates, LLC5,131$567K0.22%-40913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,095$563K0.11%-37813F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,000$552K0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC4,967$549K0.04%013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC4,939$546K0.01%+1,68713F-HRTimelineGroup
World Investment Advisors4,910$542K0.01%-6,16213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,903$542K0.02%+1,48113F-HRTimelineGroup
Integrated Advisors Network LLC4,871$538K0.03%-13413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,837$534K0.01%-1713F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…4,818$532K0.01%new13F-HRTimeline
Western Wealth Management, LLC4,732$523K0.03%+1,02913F-HRTimeline
Belpointe Asset Management LLC4,712$520K0.03%new13F-HRTimeline
Fortitude Advisory Group L.L.C.4,697$518K0.37%+43213F-HRTimeline
PRIVATE TRUST CO NA4,673$516K0.05%+60013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC4,646$513K0.05%013F-HRTimeline
Wealthspire Advisors, LLC4,627$511K<0.01%+2,16313F-HRTimeline
Jessup Wealth Management, Inc4,546$502K0.21%+1,23813F-HRTimeline
RETIREMENT CAPITAL STRATEGIES4,537$501K0.2%013F-HRTimeline
MCDONALD PARTNERS LLC4,526$500K0.13%013F-HRTimeline
Ted Buchan & Co4,463$493K0.23%013F-HRTimeline
Baker Ellis Asset Management LLC4,450$492K0.07%-5,00013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,444$491K0.02%new13F-HRTimelineGroup
Columbus Macro, LLC4,376$483K0.06%+12513F-HRTimeline
TCP Asset Management, LLC4,365$482K0.11%-5013F-HRTimeline
NorthCoast Asset Management LLC4,348$480K<0.01%+14613F-HR/ATimeline
Castle Rock Wealth Management, LLC4,320$476K0.13%+1013F-HRTimeline
Valmark Advisers, Inc.4,272$472K0.01%+2913F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC4,239$468K0.21%-1,86813F-HRTimeline
ROMANO BROTHERS AND COMPANY4,228$467K0.06%+39513F-HRTimeline
JTC Employer Solutions Trustee Ltd4,233$467K0.04%-1,35113F-HRTimeline
RAELIPSKIE PARTNERSHIP4,200$464K0.24%013F-HRTimeline
Triumph Capital Management4,198$464K0.15%+1,35013F-HRTimeline
MFA Wealth Services4,189$463K0.38%-13,53413F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC4,174$461K0.05%+1,44213F-HRTimelineGroup
BRIGHTON JONES LLC4,174$461K0.01%-1,02513F-HRTimeline
Avory & Company, LLC4,142$458K0.3%new13F-HRTimeline
Consilium Wealth Advisory, LLC4,068$449K0.23%+56013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,010$443K0.01%+24313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,978$439K<0.01%+76713F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG3,956$437K0.01%-25,61713F-HRTimelineGroup
DIVERSIFIED TRUST CO3,893$430K0.01%-9913F-HRTimeline
North Capital, Inc.3,891$430K0.41%13F-HRTimeline
Vernal Point Advisors, LLC3,867$427K0.28%013F-HRTimeline
WITTENBERG INVESTMENT MANAGEMENT, INC.3,800$420K0.19%+1,80013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,792$419K<0.01%-3,48913F-HR/ATimelineGroup
Physician Wealth Solutions Inc.3,753$415K0.21%-13913F-HRTimeline
TT Capital Management LLC3,729$412K0.35%-11813F-HRTimeline
SYM FINANCIAL Corp3,728$412K0.05%+10913F-HRTimeline
Centennial Wealth Advisory LLC3,642$402K0.15%-39313F-HRTimeline
INVESTMENT PARTNERS, LTD.3,627$401K0.17%013F-HRTimeline
Encompass More Asset Management3,620$400K0.12%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…3,608$399K0.03%-49113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,595$397K0.01%-16513F-HRTimeline
Crabel Capital Management, LLC3,570$394K0.43%new13F-HRTimeline
Intergy Private Wealth, LLC3,466$383K0.15%+12113F-HRTimeline
Argent Trust Co3,459$382K0.02%013F-HRTimeline
Stanley-Laman Group, Ltd.3,459$382K0.06%+28913F-HRTimeline
Freedom Investment Management, Inc.3,441$380K0.03%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV3,443$380K0.2%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,419$378K0.02%+59613F-HRTimelineGroup
EP Wealth Advisors, LLC3,408$376K<0.01%-61613F-HRTimeline
Probity Advisors, Inc.3,381$373K0.07%-4,69313F-HRTimeline
Koshinski Asset Management, Inc.3,359$371K0.03%-18913F-HRTimeline
Keel Point, LLC3,299$364K0.03%-4,27013F-HRTimeline
Hemington Wealth Management3,291$363K0.06%013F-HRTimeline
LTG Capital LLC3,258$360K0.33%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,230$357K0.01%+25313F-HRTimelineGroup
QUATTRO FINANCIAL ADVISORS LLC3,200$354K0.12%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,150$348K<0.01%+85013F-HRTimelineGroup
Strategic Financial Partners, Ltd.3,100$342K0.18%+96513F-HRTimeline
VestGen Investment Management3,069$339K0.26%new13F-HRTimeline
SIGNATUREFD, LLC3,065$339K0.01%+1213F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,063$338K0.01%new13F-HRTimeline
Summa Corp.3,000$331K0.19%new13F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,972$328K0.04%new13F-HRTimeline
Financial Architects, LLC2,945$325K0.21%-1013F-HRTimeline
Gotham Asset Management, LLC2,908$321K<0.01%013F-HRTimeline
Aprio Wealth Management, LLC2,907$321K0.04%+21513F-HRTimeline
Global Assets Advisory, LLC2,910$321K0.06%new13F-HRTimeline
Capital Investment Advisory Services, L…2,888$319K0.03%+8813F-HRTimeline
PFG Advisors2,867$317K0.02%+2813F-HRTimeline
Caprock Group, LLC2,854$315K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,826$312K<0.01%-4,88113F-HRTimelineGroup
Accredited Investors Inc.2,812$311K0.02%+3813F-HRTimeline
Hutchens & Kramer Investment Management…2,787$308K0.17%new13F-HRTimeline
Sugar Maple Asset Management, LLC2,742$303K0.24%013F-HRTimeline
Allen Capital Group, LLC2,732$302K0.03%-1,86113F-HRTimeline
Vestcor Inc2,725$301K0.01%+14013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,700$298K0.15%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS2,689$297K<0.01%-91513F-HRTimeline
Algorithmic Investment Models, LLC2,663$294K0.22%new13F-HRTimeline
RMR Wealth Builders2,636$291K0.03%-23713F-HRTimeline
TFB Advisors LLC2,539$280K0.08%new13F-HRTimeline
Prostatis Group LLC2,524$279K0.09%new13F-HRTimeline
Clark Asset Management, LLC2,519$278K0.05%+513F-HRTimeline
Maridea Wealth Management LLC2,512$277K0.09%-1,07413F-HRTimeline
Quantinno Capital Management LP2,502$276K<0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,497$276K0.01%new13F-HRTimeline
PBMares Wealth Management LLC2,475$273K0.05%+5613F-HRTimeline
Charter Oak Capital Management, LLC2,468$273K0.03%-9413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,460$271K<0.01%013F-HR/ATimelineGroup
Vermillion & White Wealth Management Gr…2,450$271K0.2%013F-HRTimeline
NWAM LLC2,438$269K0.02%+23813F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.2,435$269K0.04%+46413F-HRTimeline
CENTRAL TRUST Co2,434$269K0.01%+15913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,369$262K0.13%+13713F-HRTimeline
Almanack Investment Partners, LLC.2,347$259K0.05%-9113F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC2,336$258K0.23%-2,06213F-HRTimeline
Buffington Mohr McNeal2,323$257K0.05%-1,20013F-HRTimeline
A&I FINANCIAL SERVICES, LLC2,290$253K0.17%-34813F-HRTimeline
Summit Wealth Partners, LLC2,248$248K0.05%013F-HRTimeline
Intrua Financial, LLC2,220$245K0.04%new13F-HRTimeline
StrongBox Wealth, LLC2,218$245K0.1%-8513F-HRTimeline
Van Hulzen Asset Management, LLC2,214$245K0.02%+98013F-HRTimeline
American Institute for Advanced Investm…2,175$240K0.18%new13F-HRTimeline
Moors & Cabot, Inc.2,166$239K0.01%+713F-HRTimeline
CALTON & ASSOCIATES, INC.2,152$238K0.05%new13F-HR/ATimeline
Cassaday & Co Wealth Management LLC2,150$237K0.01%-13613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,130$235K<0.01%new13F-HRTimelineGroup