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Disclosery

SHV ISHARES TR

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SHS (fund)

681 managers (687 13F filers) reported a position in SHV shares at 2025-09-30, 85,618,118 shares in all. 42 filers opened a position and 66 filers sold out during the quarter.

Managers
681
13F filers
687
New
42
Added
241
Reduced
302
Sold out
66
Shares held by filers
85,618,118

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Sovereign Financial Group, Inc.7,360$813K0.15%-40013F-HRTimeline
CALTON & ASSOCIATES, INC.7,342$811K0.12%-8,58513F-HRTimeline
CENTAURUS FINANCIAL, INC.7,284$805K0.04%-1,42813F-HRTimeline
Investment Partners Asset Management, I…7,275$804K0.53%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,235$799K0.24%+4613F-HRTimelineGroup
Jacobi Capital Management LLC7,174$793K0.05%-8413F-HRTimeline
BLALOCK WILLIAMS, LLC7,101$785K0.69%+10013F-HRTimeline
Roble, Belko & Company, Inc7,033$777K0.11%013F-HRTimeline
Watts Gwilliam & Co., LLC7,018$775K0.13%013F-HRTimeline
EdgeRock Capital LLC7,004$774K0.22%+4,61713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC6,986$772K0.18%-57113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,911$764K<0.01%+6,02813F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.6,795$751K0.36%-11,95913F-HRTimeline
Formidable Asset Management, LLC6,765$747K0.12%-5013F-HRTimeline
Black Diamond Financial, LLC6,740$745K0.08%-3813F-HRTimeline
Finley Financial, LLC6,685$739K0.34%-10013F-HRTimeline
Valpey Financial Services, LLC6,644$734K0.48%-14313F-HRTimeline
Waterloo Capital, L.P.6,600$729K0.05%new13F-HRTimeline
Gryphon Financial Partners LLC6,540$723K0.08%013F-HRTimeline
Gotham Asset Management, LLC6,539$722K<0.01%+3,63113F-HRTimeline
Sigma Planning Corp6,515$720K0.02%+713F-HRTimeline
Archer Investment Corp6,454$713K0.16%-40213F-HRTimeline
Aries Wealth Management6,414$709K0.17%+7513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,396$707K0.06%+5413F-HRTimelineGroup
WealthTrak Capital Management LLC6,393$706K0.58%-5,59413F-HRTimeline
Foster Group, Inc.6,380$705K0.02%+88213F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,380$705K0.02%-11013F-HRTimeline
Severin Investments, LLC6,341$701K0.62%+20113F-HRTimeline
ORG Partners LLC6,340$700K0.13%-27913F-HRTimeline
Geometric Wealth Advisors6,336$700K0.09%new13F-HRTimeline
Leelyn Smith, LLC6,316$698K0.11%-4,01113F-HRTimeline
Castle Rock Wealth Management, LLC6,330$697K0.15%-47813F-HRTimeline
SFMG, LLC6,299$696K0.05%-24513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC6,288$695K0.11%-813F-HRTimeline
Apella Capital, LLC6,286$693K0.02%+44913F-HRTimeline
Burford Brothers, Inc.6,269$693K0.3%-12,37613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,245$690K0.05%+1,79413F-HRTimeline
Transcendent Capital Group LLC6,148$679K0.3%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,064$670K0.04%+3,80813F-HRTimeline
JFS WEALTH ADVISORS, LLC6,007$664K0.04%+1,72213F-HRTimeline
Waverly Advisors, LLC5,913$653K0.01%+1,86813F-HRTimeline
Leibman Financial Services, Inc.5,890$651K0.49%-1,42213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,825$644K0.01%-2,75113F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,805$641K0.03%+1,11213F-HRTimeline
Mayflower Financial Advisors, LLC5,781$639K0.08%013F-HRTimeline
Algorithmic Investment Models, LLC5,734$634K0.42%-3713F-HRTimeline
Innova Wealth Partners5,662$626K0.34%-20013F-HRTimeline
Apexium Financial, LP5,655$625K0.03%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.5,654$625K0.03%-1,07613F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI5,633$622K0.04%new13F-HRTimeline
National Wealth Management Group, LLC5,521$610K0.23%new13F-HRTimeline
Ceeto Capital Group, LLC5,500$608K0.18%013F-HRTimeline
Rinkey Investments5,447$602K0.16%-53813F-HRTimeline
MGB Wealth Management, LLC5,312$587K0.17%013F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC5,269$582K0.15%+5513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,262$581K0.02%+2313F-HRTimeline
Sicart Associates LLC5,150$569K0.15%013F-HRTimeline
ROCKLAND TRUST CO5,124$566K0.02%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC5,124$566K0.31%+1113F-HRTimeline
Intellus Advisors LLC5,074$561K0.08%-10,15713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,000$552K0.01%013F-HRTimelineGroup
Private Advisory Group LLC4,996$552K0.05%-78,34813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,959$548K<0.01%+7513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,926$544K0.01%-4113F-HRTimelineGroup
Lake Hills Wealth Management, LLC4,822$533K0.28%-1,18413F-HRTimeline
World Investment Advisors4,805$531K0.01%+4613F-HRTimeline
Integrated Advisors Network LLC4,780$528K0.02%-6913F-HRTimeline
PECAUT & CO.4,703$520K0.17%-45313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,684$518K0.13%new13F-HRTimeline
PINNACLE ASSOCIATES LTD4,669$516K0.01%+80313F-HRTimeline
Leo Wealth, LLC4,655$514K0.07%-73413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC4,646$513K0.05%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,608$509K<0.01%-81513F-HR/ATimelineGroup
Capital Asset Advisory Services LLC4,606$509K0.02%-3,86013F-HRTimeline
NorthRock Partners, LLC4,597$508K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC4,552$502K0.05%-2,04013F-HRTimeline
Triumph Capital Management4,513$499K0.13%-2513F-HR/ATimeline
MCDONALD PARTNERS LLC4,500$497K0.15%-2613F-HRTimeline
Baker Ellis Asset Management LLC4,450$492K0.06%013F-HRTimeline
Hudson Portfolio Management LLC4,400$486K0.43%-1,95013F-HRTimeline
Fortis Group Advisors, LLC4,361$482K0.08%-3,07913F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,345$480K0.02%-464,91013F-HRTimelineGroup
Montecito Bank & Trust4,310$476K0.07%13F-HRTimeline
TCP Asset Management, LLC4,305$476K0.08%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,269$472K0.07%-2813F-HRTimeline
High Note Wealth, LLC4,252$470K0.09%-21013F-HRTimeline
Root Financial Partners, LLC4,229$467K0.03%-4,27313F-HRTimeline
Tortoise Investment Management, LLC4,222$466K0.04%-2,37313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,216$466K<0.01%-65613F-HRTimelineGroup
RAELIPSKIE PARTNERSHIP4,200$464K0.2%013F-HRTimeline
1834 INVESTMENT ADVISORS CO4,188$463K0.06%-1,69213F-HRTimeline
BRIGHTON JONES LLC4,170$461K0.01%-7913F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC4,135$457K0.17%-10113F-HRTimeline
ROMANO BROTHERS AND COMPANY4,078$451K0.05%013F-HRTimeline
Joel Isaacson & Co., LLC4,078$451K0.02%013F-HRTimeline
Intergy Private Wealth, LLC4,039$446K0.14%+4813F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC4,008$443K3.72%-80313F-HRTimeline
Western Wealth Management, LLC4,004$442K0.02%+5013F-HRTimeline
Jessup Wealth Management, Inc3,976$439K0.16%+5213F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG3,956$437K0.01%013F-HRTimelineGroup
North Capital, Inc.3,892$430K0.33%+113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,876$428K0.01%-96113F-HRTimelineGroup
Beacon Bank & Trust3,875$428K0.09%-14,80713F-HRTimeline
RDA Financial Network3,778$417K0.1%-1,07013F-HRTimeline
Caprock Group, LLC3,757$415K0.01%13F-HRTimeline
MFA Wealth Services3,753$415K0.29%-48113F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC3,748$414K<0.01%-2,42213F-HRTimelineGroup
A4 Wealth Advisors LLC3,744$414K0.35%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,721$411K0.14%-7,16413F-HRTimeline
BEARING POINT CAPITAL, LLC3,700$409K0.07%-54513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,696$408K0.09%-68,49913F-HRTimeline
Cairn Investment Group, Inc.3,625$401K0.18%-5013F-HRTimeline
INVESTMENT PARTNERS, LTD.3,627$401K0.14%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,626$401K0.03%013F-HRTimelineGroup
VestGen Investment Management3,624$400K0.24%+62413F-HRTimeline
LTG Capital LLC3,620$400K0.31%013F-HRTimeline
GeoWealth Management, LLC3,459$382K0.01%-22613F-HRTimeline
Summa Corp.3,450$381K0.17%-45213F-HRTimeline
Virtus Family Office LLC3,412$377K0.35%-3,91013F-HRTimeline
Probity Advisors, Inc.3,381$374K0.06%013F-HRTimeline
Physician Wealth Solutions Inc.3,378$373K0.16%013F-HRTimeline
Fortitude Advisory Group L.L.C.3,373$373K0.2%013F-HRTimeline
Stanley-Laman Group, Ltd.3,304$365K0.05%-8613F-HRTimeline
Hemington Wealth Management3,296$364K0.05%+513F-HRTimeline
SAGE FINANCIAL GROUP INC3,290$364K0.02%+9013F-HRTimeline
Crane Advisory, LLC3,296$363K0.06%-5213F-HRTimeline
Prostatis Group LLC3,287$363K0.09%+22013F-HRTimeline
Wealthspire Advisors, LLC3,253$359K<0.01%-35913F-HRTimeline
Sovran Advisors, LLC3,227$357K0.03%-37,51313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,204$354K<0.01%+5413F-HRTimelineGroup
NorthCoast Asset Management LLC3,201$354K<0.01%-1,20013F-HRTimeline
SIGNATUREFD, LLC3,182$352K0.01%-4,08113F-HRTimeline
Strategic Financial Partners, Ltd.3,175$351K0.16%+8013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…3,086$341K0.02%-14313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,075$340K0.01%-14013F-HRTimeline
Beverly Hills Private Wealth, LLC3,012$333K0.06%-65213F-HRTimeline
HANOVER ADVISORS INC2,993$331K0.13%013F-HRTimeline
Slagle Financial, LLC2,986$330K0.12%013F-HRTimeline
Clarity Financial LLC2,959$327K0.03%-613F-HRTimeline
Financial Architects, LLC2,955$326K0.19%-1013F-HRTimeline
Aprio Wealth Management, LLC2,954$326K0.03%+2913F-HRTimeline
Trek Financial, LLC2,901$321K0.02%013F-HRTimeline
JTC Employer Solutions Trustee Ltd2,882$318K0.03%013F-HRTimeline
Accredited Investors Inc.2,871$317K0.02%+5913F-HRTimeline
Koshinski Asset Management, Inc.2,868$317K0.02%-12213F-HRTimeline
Van Hulzen Asset Management, LLC2,820$312K0.02%+58213F-HRTimeline
PFG Advisors2,800$309K0.01%new13F-HRTimeline
J HAGAN CAPITAL, INC.2,798$309K0.19%new13F-HRTimeline
Values First Advisors, Inc.2,730$302K0.16%+1,11913F-HRTimeline
Vestcor Inc2,725$301K0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,709$299K<0.01%-146,39513F-HRTimelineGroup
NWAM LLC2,687$297K0.02%+1413F-HR/ATimeline
Abich Financial Wealth Management LLC2,587$286K0.1%13F-HRTimeline
Cassaday & Co Wealth Management LLC2,566$284K0.01%-6413F-HRTimeline
Clark Asset Management, LLC2,532$280K0.03%+713F-HRTimeline
Sugar Maple Asset Management, LLC2,515$278K0.2%-22713F-HRTimeline
Maridea Wealth Management LLC2,513$277K0.04%-36613F-HRTimeline
HOWARD BAILEY SECURITIES, LLC2,464$272K0.08%013F-HR/ATimeline
Vermillion & White Wealth Management Gr…2,450$271K0.15%013F-HRTimeline
CENTRAL TRUST Co2,434$269K0.01%013F-HRTimeline
RMR Wealth Builders2,405$266K0.02%+713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,377$263K<0.01%new13F-HRTimelineGroup
Union Bancaire Privee, UBP SA2,360$261K<0.01%new13F-HRTimeline
Virtue Capital Management, LLC11,642$259K0.04%-6,58213F-HR/ATimeline
Aptus Capital Advisors, LLC2,323$257K<0.01%+3813F-HRTimeline
American Institute for Advanced Investm…2,320$256K0.17%+14513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,316$256K<0.01%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC2,312$255K0.01%-3,46713F-HRTimeline
Quantinno Capital Management LP2,303$254K<0.01%+47913F-HRTimeline
J.Safra Asset Management Corp2,302$254K0.02%+19913F-HRTimeline
Planned Solutions, Inc.2,280$252K0.09%new13F-HRTimeline
Charter Oak Capital Management, LLC2,252$249K0.02%-1013F-HRTimeline
Summit Wealth Partners, LLC2,248$248K0.04%013F-HRTimeline
StrongBox Wealth, LLC2,246$248K0.08%+2813F-HRTimeline
BridgePort Financial Solutions, LLC2,239$247K0.07%+42613F-HRTimeline
Aventura Private Wealth, LLC2,217$245K0.09%-65013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,191$242K<0.01%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,145$237K0.01%new13F-HRTimeline
Integrated Capital Management, LLC2,139$236K0.1%+213F-HRTimeline
Almanack Investment Partners, LLC.2,134$236K0.04%013F-HRTimeline
Stonebridge Financial Group, LLC2,134$236K0.02%new13F-HRTimeline
PINKERTON WEALTH, LLC2,099$232K0.02%-20413F-HRTimeline
Daner Wealth Management, LLC2,100$232K0.15%013F-HRTimeline
Wedmont Private Capital2,088$230K0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,069$229K0.04%013F-HRTimelineGroup
Savvy Advisors, Inc.2,057$227K0.01%-813F-HRTimeline
GC Wealth Management RIA, LLC2,052$227K0.01%+2413F-HRTimeline
Trueblood Wealth Management, LLC2,023$224K0.09%+14113F-HRTimeline
Wealth Management Associates, Inc.2,000$221K0.08%013F-HRTimeline
WealthCare Investment Partners, LLC1,938$213K0.07%+2013F-HRTimeline
SMITH, MOORE & CO.1,920$212K0.02%+213F-HRTimeline
Lauterbach Financial Advisors, LLC1,907$211K0.11%+2013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,900$210K0.01%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,889$209K<0.01%new13F-HRTimelineGroup
Pacific Center for Financial Services1,885$208K0.05%+1013F-HRTimeline
Rossby Financial, LCC1,884$208K0.07%-17,74613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,876$207K0.03%+2013F-HRTimeline
Smith Salley Wealth Management1,840$203K0.01%013F-HRTimeline
Beckerman Institutional, LLC1,834$203K0.12%-13413F-HRTimeline
Moors & Cabot, Inc.1,823$201K0.01%-3513F-HRTimeline