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Disclosery

SHV ISHARES TR

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SHS (fund)

710 managers (716 13F filers) reported a position in SHV shares at 2025-06-30, 86,847,977 shares in all. 60 filers opened a position and 69 filers sold out during the quarter.

Managers
710
13F filers
716
New
60
Added
290
Reduced
263
Sold out
69
Shares held by filers
86,847,977

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Westfuller Advisors, LLC8,755$967K0.55%013F-HRTimeline
CENTAURUS FINANCIAL, INC.8,712$962K0.06%+3,27213F-HRTimeline
Callan Family Office, LLC8,706$961K0.03%-1,13513F-HRTimeline
Core Wealth Advisors, Inc.8,599$950K0.27%+45313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC8,576$947K0.02%-1,73213F-HRTimeline
Root Financial Partners, LLC8,502$939K0.09%-23613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,453$933K<0.01%new13F-HRTimelineGroup
Capital Asset Advisory Services LLC8,466$932K0.04%-81213F-HRTimeline
Plum Street Advisors, LLC8,304$917K0.4%-30813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,196$905K<0.01%+2,58013F-HRTimelineGroup
Courage Miller Partners, LLC8,180$903K0.29%-74313F-HRTimeline
BOSTON FAMILY OFFICE LLC8,116$896K0.06%-3,70913F-HRTimeline
Fortis Advisors, LLC7,991$882K0.57%+8313F-HRTimeline
KWB Wealth7,772$859K0.1%+1513F-HRTimeline
Sovereign Financial Group, Inc.7,760$857K0.18%+96713F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…7,679$848K0.04%-1,17913F-HRTimeline
Consilium Wealth Advisory, LLC7,667$847K0.36%+3,59913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC7,557$834K0.21%new13F-HRTimeline
Insight Wealth Partners, LLC7,552$834K0.46%+19813F-HRTimeline
North Star Investment Management Corp.7,526$831K0.06%-15313F-HRTimeline
Dominguez Wealth Management Solutions, …7,455$823K0.57%+1513F-HRTimeline
Fortis Group Advisors, LLC7,440$822K0.15%-1,51613F-HRTimeline
Roberts Financial Services LLC7,430$820K0.28%+1,16413F-HRTimeline
Schrum Private Wealth Management LLC7,423$820K0.66%+42413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,418$819K0.07%-15513F-HRTimeline
Cabana LLC7,362$813K4.66%new13F-HRTimeline
One Capital Management, LLC7,328$809K0.03%-13513F-HRTimeline
Virtus Family Office LLC7,322$808K1.04%+59513F-HRTimeline
Leibman Financial Services, Inc.7,312$807K0.62%-2,34313F-HRTimeline
Investment Partners Asset Management, I…7,275$803K0.56%+26013F-HRTimeline
SIGNATUREFD, LLC7,263$802K0.01%+4,19813F-HRTimeline
Jacobi Capital Management LLC7,258$801K0.05%+18513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,189$794K0.22%+3313F-HRTimelineGroup
Global View Capital Management LLC7,056$779K0.25%-1,13013F-HRTimeline
Roble, Belko & Company, Inc7,033$777K0.11%013F-HRTimeline
Watts Gwilliam & Co., LLC7,018$775K0.13%-91313F-HRTimeline
BLALOCK WILLIAMS, LLC7,001$773K0.77%+1,37313F-HRTimeline
Archer Investment Corp6,856$757K0.18%-13413F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC6,826$754K0.08%+2,65213F-HRTimelineGroup
Formidable Asset Management, LLC6,815$753K0.13%013F-HRTimeline
Castle Rock Wealth Management, LLC6,808$751K0.18%+2,48813F-HRTimeline
Valpey Financial Services, LLC6,787$749K0.52%13F-HRTimeline
Finley Financial, LLC6,785$749K0.38%-60013F-HRTimeline
Black Diamond Financial, LLC6,778$748K0.12%+64813F-HRTimeline
B. Riley Wealth Advisors, Inc.6,730$743K0.04%-47,31113F-HRTimeline
ORG Partners LLC6,619$731K0.16%+33213F-HRTimeline
Tortoise Investment Management, LLC6,595$728K0.07%-30013F-HRTimeline
Salomon & Ludwin, LLC6,592$725K0.07%-21413F-HRTimeline
SFMG, LLC6,544$723K0.05%new13F-HRTimeline
Gryphon Financial Partners LLC6,540$722K0.09%013F-HRTimeline
Sigma Planning Corp6,508$719K0.02%-20313F-HRTimeline
Ted Buchan & Co6,506$718K0.29%+2,04313F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,490$717K0.02%-69313F-HRTimeline
Hudson Portfolio Management LLC6,350$701K0.66%+1,00013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,342$700K0.07%+4513F-HRTimelineGroup
Aries Wealth Management6,339$700K0.18%-33513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC6,296$693K0.13%+63613F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC6,170$681K0.01%+1,23113F-HRTimelineGroup
Transcendent Capital Group LLC6,148$679K0.35%-12,73713F-HRTimeline
Severin Investments, LLC6,140$678K0.64%-37313F-HRTimeline
Lake Hills Wealth Management, LLC6,006$663K0.38%+13213F-HRTimeline
Karpus Management, Inc.6,000$663K0.02%-25013F-HRTimeline
Rinkey Investments5,985$661K0.2%new13F-HRTimeline
1834 INVESTMENT ADVISORS CO5,880$649K0.08%-2,38313F-HRTimeline
Innova Wealth Partners5,862$647K0.38%-13913F-HRTimeline
Apella Capital, LLC5,837$643K0.02%new13F-HRTimeline
Mayflower Financial Advisors, LLC5,781$638K0.09%+4013F-HRTimeline
Gladstone Institutional Advisory LLC5,779$638K0.03%+57713F-HRTimeline
Algorithmic Investment Models, LLC5,771$637K0.44%+3,10813F-HRTimeline
Signal Advisors Wealth, LLC5,611$620K0.05%-11813F-HRTimeline
EP Wealth Advisors, LLC5,605$619K<0.01%+2,19713F-HRTimeline
Foster Group, Inc.5,498$607K0.02%-11413F-HRTimeline
Ceeto Capital Group, LLC5,500$607K0.21%013F-HRTimeline
Advyzon Investment Management, LLC5,475$605K0.13%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,423$599K<0.01%+1,63113F-HR/ATimelineGroup
Leo Wealth, LLC5,389$595K0.05%013F-HRTimeline
MGB Wealth Management, LLC5,312$587K0.19%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,239$579K0.02%-52713F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC5,214$576K0.16%+5413F-HRTimeline
PECAUT & CO.5,156$569K0.19%013F-HRTimeline
Sicart Associates LLC5,150$569K0.2%013F-HRTimeline
17 CAPITAL PARTNERS, LLC5,113$565K0.33%new13F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC5,033$556K0.07%+2,06113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,000$552K<0.01%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,967$548K0.01%-90213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,884$539K<0.01%+2,19513F-HRTimeline
TOWNSQUARE CAPITAL LLC4,883$539K0.05%-402,24913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,872$538K<0.01%-1,19613F-HRTimelineGroup
Garden State Investment Advisory Servic…4,852$536K0.15%new13F-HRTimeline
Integrated Advisors Network LLC4,849$535K0.02%-2213F-HRTimeline
RDA Financial Network4,848$535K0.14%-1,15213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,837$534K0.01%013F-HRTimelineGroup
ACUTE INVESTMENT ADVISORY, LLC4,811$531K4.33%-3,02013F-HRTimeline
Valmark Advisers, Inc.4,771$527K0.01%+49913F-HRTimeline
World Investment Advisors4,759$525K0.01%-15113F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,693$518K0.03%+1,63013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC4,646$513K0.05%013F-HRTimeline
Triumph Capital Management4,538$501K0.15%+34013F-HR/ATimeline
MCDONALD PARTNERS LLC4,526$500K0.12%013F-HRTimeline
Waypoint Wealth Partners Inc.4,485$495K0.12%new13F-HRTimeline
High Note Wealth, LLC4,462$493K0.11%-76813F-HRTimeline
Columbus Macro, LLC4,452$492K0.06%+7613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,451$491K0.04%-2,16013F-HRTimeline
Baker Ellis Asset Management LLC4,450$491K0.07%013F-HRTimeline
NorthCoast Asset Management LLC4,401$486K<0.01%+5313F-HRTimeline
TCP Asset Management, LLC4,305$475K0.09%-6013F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,297$474K0.08%-3,55113F-HRTimeline
JFS WEALTH ADVISORS, LLC4,285$473K0.03%-68213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,269$471K0.02%+1,03913F-HRTimelineGroup
BRIGHTON JONES LLC4,249$469K0.01%+7513F-HRTimeline
BEARING POINT CAPITAL, LLC4,245$469K0.09%new13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC4,236$468K0.18%-313F-HRTimeline
MFA Wealth Services4,234$468K0.35%+4513F-HRTimeline
RAELIPSKIE PARTNERSHIP4,200$464K0.21%013F-HRTimeline
ROMANO BROTHERS AND COMPANY4,078$450K0.06%-15013F-HRTimeline
Joel Isaacson & Co., LLC4,078$450K0.02%new13F-HRTimeline
Waverly Advisors, LLC4,045$447K<0.01%-21,92313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,002$442K0.02%-90113F-HRTimelineGroup
Intergy Private Wealth, LLC3,991$441K0.15%+52513F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG3,956$437K0.01%013F-HRTimelineGroup
Western Wealth Management, LLC3,954$437K0.03%-77813F-HRTimeline
Jessup Wealth Management, Inc3,924$433K0.17%-62213F-HRTimeline
North Capital, Inc.3,891$430K0.37%013F-HRTimeline
NWF Advisory Services Inc.3,868$427K0.05%new13F-HRTimeline
PINNACLE ASSOCIATES LTD3,866$427K0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO3,856$426K0.01%-3713F-HRTimeline
TT Capital Management LLC3,760$415K0.34%+3113F-HR/ATimeline
Freedom Investment Management, Inc.3,685$407K0.03%+24413F-HRTimeline
GeoWealth Management, LLC3,685$407K0.02%+2,38313F-HRTimeline
Cairn Investment Group, Inc.3,675$406K0.21%new13F-HRTimeline
Beverly Hills Private Wealth, LLC3,664$405K0.08%-3,33513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,661$404K0.01%+1,16413F-HRTimeline
INVESTMENT PARTNERS, LTD.3,627$400K0.15%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,626$400K0.04%new13F-HRTimelineGroup
LTG Capital LLC3,620$400K0.34%+36213F-HRTimeline
Wealthspire Advisors, LLC3,612$399K<0.01%-1,01513F-HRTimeline
Spartan Planning & Wealth Management3,577$395K0.34%-3,79413F-HRTimeline
SURIENCE PRIVATE WEALTH LLC3,514$388K0.36%-33,80813F-HRTimeline
Argent Trust Co3,459$382K0.01%013F-HRTimeline
Stanley-Laman Group, Ltd.3,390$374K0.06%-6913F-HRTimeline
Probity Advisors, Inc.3,381$373K0.07%013F-HRTimeline
Physician Wealth Solutions Inc.3,378$373K0.17%-37513F-HRTimeline
Fortitude Advisory Group L.L.C.3,373$372K0.21%-1,32413F-HRTimeline
Crane Advisory, LLC3,348$369K0.06%new13F-HRTimeline
Keel Point, LLC3,329$368K0.02%+3013F-HRTimeline
Crabel Capital Management, LLC3,298$364K0.22%-27213F-HRTimeline
Hemington Wealth Management3,291$363K0.05%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…3,229$357K0.02%-37913F-HRTimeline
Allen Capital Group, LLC3,228$356K0.04%+49613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,215$355K0.01%-38013F-HR/ATimeline
SAGE FINANCIAL GROUP INC3,200$353K0.03%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,150$348K<0.01%013F-HRTimelineGroup
Strategic Financial Partners, Ltd.3,095$342K0.16%-513F-HRTimeline
Prostatis Group LLC3,067$339K0.1%+54313F-HRTimeline
VestGen Investment Management3,000$331K0.24%-6913F-HRTimeline
HANOVER ADVISORS INC2,993$330K0.13%-2,26913F-HRTimeline
Koshinski Asset Management, Inc.2,990$330K0.02%-36913F-HRTimeline
Slagle Financial, LLC2,986$330K0.13%new13F-HRTimeline
Clarity Financial LLC2,965$327K0.04%new13F-HRTimeline
Financial Architects, LLC2,965$327K0.2%+2013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC2,930$324K0.07%new13F-HR/ATimeline
Summa Corp.3,902$323K0.17%+90213F-HRTimeline
Aprio Wealth Management, LLC2,925$323K0.04%+1813F-HRTimeline
Gotham Asset Management, LLC2,908$321K<0.01%013F-HRTimeline
Trek Financial, LLC2,901$320K0.02%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd2,882$318K0.03%-1,35113F-HRTimeline
Maridea Wealth Management LLC2,879$318K0.08%+36713F-HRTimeline
Aventura Private Wealth, LLC2,867$317K0.14%-2,81113F-HRTimeline
Accredited Investors Inc.2,812$311K0.02%013F-HRTimeline
TWO SIGMA SECURITIES, LLC2,802$309K0.04%-24,15813F-HRTimeline
Sugar Maple Asset Management, LLC2,742$303K0.24%013F-HRTimeline
Vestcor Inc2,725$301K0.01%013F-HRTimeline
NWAM LLC2,673$295K0.02%+23513F-HR/ATimeline
Cassaday & Co Wealth Management LLC2,630$290K0.01%+48013F-HRTimeline
TFB Advisors LLC2,619$289K0.08%+8013F-HRTimeline
Clark Asset Management, LLC2,525$279K0.04%+613F-HRTimeline
HOWARD BAILEY SECURITIES, LLC2,464$272K0.08%new13F-HR/ATimeline
Vermillion & White Wealth Management Gr…2,450$271K0.18%013F-HRTimeline
CENTRAL TRUST Co2,434$269K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,423$268K0.02%-46513F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC2,405$266K0.19%+6913F-HRTimeline
RMR Wealth Builders2,398$265K0.02%-23813F-HRTimeline
EdgeRock Capital LLC2,387$264K0.08%new13F-HRTimeline
PINKERTON WEALTH, LLC2,303$254K0.03%-3,62113F-HRTimeline
A&I FINANCIAL SERVICES, LLC2,290$253K0.14%013F-HRTimeline
Aptus Capital Advisors, LLC2,285$252K<0.01%+16213F-HRTimeline
Palisades Hudson Asset Management, L.P.2,276$251K0.1%new13F-HRTimeline
Charter Oak Capital Management, LLC2,262$250K0.02%-20613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,256$249K0.02%new13F-HRTimeline
Summit Wealth Partners, LLC2,248$248K0.05%013F-HRTimeline
Van Hulzen Asset Management, LLC2,238$247K0.02%+2413F-HRTimeline
StrongBox Wealth, LLC2,218$245K0.09%013F-HRTimeline
PBMares Wealth Management LLC2,196$242K0.04%-27913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,191$242K0.01%-1,81913F-HRTimeline
American Institute for Advanced Investm…2,175$240K0.17%013F-HRTimeline
Integrated Capital Management, LLC2,137$236K0.11%+1013F-HRTimeline
Almanack Investment Partners, LLC.2,134$236K0.04%-21313F-HRTimeline
J.Safra Asset Management Corp2,103$232K0.02%013F-HR/ATimeline
Daner Wealth Management, LLC2,100$231K0.16%13F-HRTimeline
Wedmont Private Capital2,088$230K0.01%013F-HRTimeline