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Disclosery

SHV ISHARES TR

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SHS (fund)

707 managers (713 13F filers) reported a position in SHV shares at 2025-12-31, 85,096,230 shares in all. 55 filers opened a position and 60 filers sold out during the quarter.

Managers
707
13F filers
713
New
55
Added
250
Reduced
278
Sold out
60
Shares held by filers
85,096,230

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Transcendent Capital Group LLC8,054$887K0.4%+1,90613F-HRTimeline
Kovack Advisors, Inc.8,039$885K0.04%new13F-HR/ATimeline
Montecito Bank & Trust7,935$874K0.14%+3,62513F-HRTimeline
ADVISORTRUST PARTNERS, LLC7,918$872K0.38%13F-HRTimeline
World Investment Advisors7,842$864K0.01%+3,03713F-HR/ATimeline
Global View Capital Management LLC7,822$862K0.16%+113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,760$855K0.02%-2,08213F-HRTimeline
Schrum Private Wealth Management LLC7,715$850K0.63%+17413F-HRTimeline
AVALON CAPITAL MANAGEMENT7,683$846K0.2%-27,98513F-HRTimeline
Dynamic Advisor Solutions LLC7,608$838K0.03%-33513F-HRTimeline
Sierra Capital LLC7,566$833K0.09%-91013F-HRTimeline
Roberts Financial Services LLC7,469$823K0.26%+5313F-HRTimeline
BLALOCK WILLIAMS, LLC7,311$805K0.64%+21013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,295$804K0.27%+6013F-HRTimelineGroup
Dominguez Wealth Management Solutions, …7,293$803K0.49%-18713F-HRTimeline
Sowell Financial Services LLC7,291$803K0.03%new13F-HRTimeline
Insight Wealth Partners, LLC7,286$803K0.33%-87713F-HRTimeline
Jacobi Capital Management LLC7,169$790K0.05%-513F-HRTimeline
Leelyn Smith, LLC7,070$779K0.11%+75413F-HRTimeline
Aries Wealth Management7,064$778K0.17%+65013F-HRTimeline
Roble, Belko & Company, Inc7,033$775K0.1%013F-HRTimeline
Larry Mathis Financial Planning, LLC7,024$774K0.68%13F-HRTimeline
EdgeRock Capital LLC6,916$762K0.2%-8813F-HRTimeline
Severin Investments, LLC6,912$761K0.67%+57113F-HRTimeline
Composition Wealth, LLC6,911$761K0.01%-20,50713F-HRTimeline
Formidable Asset Management, LLC6,865$759K0.11%+10013F-HRTimeline
Solstein Capital, LLC6,811$750K0.3%new13F-HRTimeline
Algorithmic Investment Models, LLC6,790$748K0.92%+1,05613F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…6,754$744K0.04%-92513F-HRTimeline
Waverly Advisors, LLC6,644$732K0.01%+73113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,619$729K0.06%+22313F-HRTimelineGroup
Sovereign Financial Group, Inc.6,543$721K0.13%-81713F-HRTimeline
Gryphon Financial Partners LLC6,540$720K0.08%013F-HRTimeline
Gotham Asset Management, LLC6,539$720K<0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,516$718K0.04%+45213F-HRTimeline
Geometric Wealth Advisors6,420$707K0.09%+8413F-HRTimeline
Sandy Cove Advisors, LLC6,419$707K0.21%-2,73613F-HRTimeline
Grand Central Investment Group6,399$705K0.51%13F-HRTimeline
Finley Financial, LLC6,380$703K0.32%-30513F-HRTimeline
ORG Partners LLC6,360$700K0.12%+2013F-HRTimeline
Apella Capital, LLC6,340$698K0.01%+5413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,293$693K0.01%-2,98313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC6,209$684K<0.01%+1,60113F-HRTimelineGroup
Archer Investment Corp6,164$679K0.15%-29013F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,157$678K0.02%+35213F-HRTimeline
Sigma Planning Corp6,140$676K0.02%-37513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,137$676K0.15%+1,45313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.6,106$673K0.29%-68913F-HRTimeline
JFS WEALTH ADVISORS, LLC6,007$662K0.04%013F-HRTimeline
Foster Group, Inc.5,961$657K0.02%-41913F-HRTimeline
Black Diamond Financial, LLC5,947$655K0.07%-79313F-HRTimeline
Castle Rock Wealth Management, LLC5,838$643K0.14%-49213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,800$639K0.04%-44513F-HRTimeline
Mayflower Financial Advisors, LLC5,781$637K0.08%013F-HRTimeline
Valpey Financial Services, LLC5,705$628K0.4%-93913F-HR/ATimeline
Leibman Financial Services, Inc.5,655$623K0.45%-23513F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI5,633$620K0.04%013F-HRTimeline
SFMG, LLC5,610$618K0.04%-68913F-HRTimeline
Ceeto Capital Group, LLC5,500$606K0.18%013F-HRTimeline
Innova Wealth Partners5,464$602K0.3%-19813F-HRTimeline
SAGE FINANCIAL GROUP INC5,425$598K0.04%+2,13513F-HRTimeline
HighPoint Advisor Group LLC5,393$594K0.01%new13F-HRTimeline
Brooklyn Investment Group5,361$590K0.03%new13F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC5,338$588K0.15%+6913F-HRTimeline
NorthRock Partners, LLC5,337$588K0.01%+74013F-HRTimeline
55 North Private Wealth, LLC5,335$588K0.15%13F-HRTimeline
Triumph Capital Management5,314$585K0.13%+80113F-HRTimeline
Investment Partners Asset Management, I…5,275$581K0.36%-2,00013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,269$580K0.02%-5,50213F-HRTimelineGroup
Archford Capital Strategies, LLC5,254$579K0.07%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,244$578K0.02%-1813F-HRTimeline
Sicart Associates LLC5,150$567K0.15%013F-HRTimeline
Flagship Private Wealth, LLC5,104$562K0.22%-2,40913F-HRTimeline
Intellus Advisors LLC5,079$559K0.07%+513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,976$548K<0.01%+1713F-HRTimeline
Rinkey Investments4,967$547K0.14%-48013F-HRTimeline
J. R. Prunier Capital Management LLC4,900$540K0.22%13F-HRTimeline
Jessup Wealth Management, Inc4,893$539K0.18%+91713F-HRTimeline
Bayshore Capital Advisors, LLC4,703$518K0.26%13F-HRTimeline
Western Wealth Management, LLC4,671$514K0.02%+66713F-HRTimeline
PINNACLE ASSOCIATES LTD4,669$514K0.01%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC4,646$512K0.05%013F-HRTimeline
Integrated Advisors Network LLC4,527$499K0.02%-25313F-HRTimeline
Chatterton & Associates Inc.4,509$497K0.43%13F-HRTimeline
MCDONALD PARTNERS LLC4,500$496K0.16%013F-HRTimeline
PECAUT & CO.4,437$489K0.16%-26613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,345$479K0.02%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.4,291$473K0.02%-1,36313F-HRTimeline
TCP Asset Management, LLC4,265$470K0.08%-4013F-HRTimeline
High Note Wealth, LLC4,252$468K0.09%013F-HRTimeline
RAELIPSKIE PARTNERSHIP4,200$463K0.19%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co4,195$462K0.01%-2,18513F-HRTimeline
BEARING POINT CAPITAL, LLC4,145$457K0.07%+44513F-HRTimeline
Joel Isaacson & Co., LLC4,078$449K0.01%013F-HRTimeline
Intergy Private Wealth, LLC4,074$449K0.14%+3513F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC4,061$447K0.17%-7413F-HRTimeline
Lake Hills Wealth Management, LLC4,060$447K0.23%-76213F-HRTimeline
NorthCoast Asset Management LLC4,025$443K0.01%+82413F-HRTimeline
J.Safra Asset Management Corp4,018$443K0.02%+1,71613F-HRTimeline
VestGen Investment Management4,015$442K0.25%+39113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,000$441K<0.01%-4,00013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,998$440K0.01%-92813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,997$440K<0.01%-21913F-HRTimelineGroup
LWM Advisory Services, LLC3,965$437K0.26%new13F-HRTimeline
Stanley-Laman Group, Ltd.3,944$434K0.06%+64013F-HRTimeline
REGATTA CAPITAL GROUP, LLC3,921$432K0.07%-34813F-HRTimeline
Ted Buchan & Co3,899$430K0.16%new13F-HRTimeline
North Capital, Inc.3,891$429K0.37%-113F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,876$427K0.01%013F-HRTimelineGroup
Beacon Bank & Trust3,875$427K0.09%013F-HRTimeline
Tortoise Investment Management, LLC3,862$425K0.04%-36013F-HRTimeline
Caprock Group, LLC3,769$415K0.01%+1213F-HRTimeline
Lynch Investment Planning, LLC3,686$406K0.39%13F-HRTimeline
MFA Wealth Services3,673$405K0.27%-8013F-HRTimeline
Capital Asset Advisory Services LLC3,642$401K0.02%-96413F-HRTimeline
INVESTMENT PARTNERS, LTD.3,627$400K0.14%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,626$399K0.03%013F-HRTimelineGroup
LTG Capital LLC3,620$399K0.31%013F-HRTimeline
Entelevest, LLC3,600$397K0.41%13F-HRTimeline
Westmount Partners, LLC3,597$396K0.1%new13F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC3,573$394K3.81%-43513F-HRTimeline
Leo Wealth, LLC3,486$384K0.03%-1,16913F-HRTimeline
Argent Trust Co3,459$381K0.01%-5,21313F-HRTimeline
1834 INVESTMENT ADVISORS CO3,423$377K0.05%-76513F-HRTimeline
Probity Advisors, Inc.3,381$372K0.06%013F-HRTimeline
Physician Wealth Solutions Inc.3,378$372K0.16%013F-HRTimeline
Fortitude Advisory Group L.L.C.3,373$372K0.16%013F-HRTimeline
ROMANO BROTHERS AND COMPANY3,270$360K0.04%-80813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC3,261$359K0.15%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,250$358K<0.01%+4613F-HR/ATimelineGroup
SALEM INVESTMENT COUNSELORS INC3,250$358K0.01%+17513F-HRTimeline
Van Hulzen Asset Management, LLC3,218$355K0.03%+39813F-HRTimeline
Strategic Financial Partners, Ltd.3,197$352K0.15%+2213F-HRTimeline
GeoWealth Management, LLC3,191$351K0.01%-26813F-HRTimeline
NWF Advisory Services Inc.3,144$346K0.04%new13F-HRTimeline
Crane Advisory, LLC3,110$343K0.05%-18613F-HRTimeline
Spartan Planning & Wealth Management3,079$339K0.25%new13F-HRTimeline
RDA Financial Network3,044$335K0.08%-73413F-HRTimeline
Financial Architects, LLC2,985$329K0.18%+3013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,982$329K0.1%-73913F-HRTimeline
Cairn Investment Group, Inc.2,975$328K0.16%-65013F-HRTimeline
Root Financial Partners, LLC2,967$327K0.02%-1,26213F-HRTimeline
Aprio Wealth Management, LLC2,954$325K0.02%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,935$323K0.02%-15113F-HRTimeline
Crabel Capital Management, LLC2,923$322K0.24%new13F-HRTimeline
OBSIDIAN CIO, LLC2,923$322K0.48%-38,71613F-HRTimeline
Clarity Financial LLC2,896$319K0.03%-6313F-HRTimeline
Accredited Investors Inc.2,889$318K0.02%+1813F-HRTimeline
JTC Employer Solutions Trustee Ltd2,882$317K0.02%013F-HRTimeline
Vestcor Inc2,725$300K0.01%013F-HRTimeline
NWAM LLC2,700$298K0.02%+1313F-HRTimeline
Ballast Rock Private Wealth LLC2,700$297K0.19%13F-HRTimeline
FMR LLCin group FMR LLC2,646$291K<0.01%-11,04713F-HRTimelineGroup
Virtus Family Office LLC2,642$291K0.25%-77013F-HRTimeline
Almanack Investment Partners, LLC.2,634$290K0.05%+50013F-HRTimeline
Cassaday & Co Wealth Management LLC2,616$288K0.01%+5013F-HRTimeline
17 CAPITAL PARTNERS, LLC2,603$287K0.15%-2,52113F-HRTimeline
Clark Asset Management, LLC2,583$284K0.03%+5113F-HRTimeline
New Republic Capital, LLC2,538$280K0.07%new13F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC2,519$277K0.03%new13F-HRTimeline
Omnitrust Wealth Management, Inc2,506$276K0.35%13F-HRTimeline
Trek Financial, LLC2,501$275K0.02%-40013F-HRTimeline
Cunning Capital Partners, LP2,500$275K0.13%-7,50013F-HRTimeline
KELLEHER FINANCIAL ADVISORS2,487$274K0.06%+1,17513F-HRTimeline
Baker Ellis Asset Management LLC2,450$270K0.03%-2,00013F-HRTimeline
Vermillion & White Wealth Management Gr…2,450$270K0.15%013F-HRTimeline
Sugar Maple Asset Management, LLC2,443$269K0.18%-7213F-HRTimeline
CENTRAL TRUST Co2,434$268K0.01%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,430$268K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…2,426$267K0.02%new13F-HRTimeline
Values First Advisors, Inc.2,410$265K0.14%-32013F-HRTimeline
RMR Wealth Builders2,385$263K0.02%-2013F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,382$262K<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,377$262K<0.01%013F-HRTimelineGroup
Boreal Capital Management LLC2,366$261K0.2%+2,26613F-HRTimeline
Summit Asset Management, LLC2,355$259K0.04%new13F-HRTimeline
American Institute for Advanced Investm…2,320$256K0.16%013F-HRTimeline
Turning Point Benefit Group, Inc.2,320$256K0.13%-12,05913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,317$255K<0.01%+113F-HRTimelineGroup
Gladstone Institutional Advisory LLC2,306$254K0.01%-613F-HRTimeline
Tanager Wealth Management LLP2,300$253K0.03%new13F-HRTimeline
Charter Oak Capital Management, LLC2,256$248K0.02%+413F-HRTimeline
BridgePort Financial Solutions, LLC2,229$246K0.07%-1013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,220$245K0.01%+7513F-HRTimeline
Summit Wealth Partners, LLC2,215$244K0.05%-3313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,191$241K<0.01%013F-HRTimeline
PFG Advisors2,174$239K0.01%-62613F-HRTimeline
Trueblood Wealth Management, LLC2,173$239K0.09%+15013F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,160$238K0.09%new13F-HRTimeline
SMITH, MOORE & CO.2,112$233K0.02%+19213F-HRTimeline
Koshinski Asset Management, Inc.2,108$232K0.01%-76013F-HRTimeline
Daner Wealth Management, LLC2,100$231K0.14%013F-HRTimeline
Wedmont Private Capital2,088$230K0.01%013F-HRTimeline
Merited Wealth, LLC2,068$228K0.21%13F-HRTimeline
Independent Advisor Alliance2,049$226K0.01%new13F-HRTimeline
GC Wealth Management RIA, LLC2,044$225K0.01%-813F-HRTimeline
A4 Wealth Advisors LLC2,042$225K0.19%-1,70213F-HRTimeline
Magnus Financial Group LLC2,026$223K0.02%new13F-HRTimeline
MGB Wealth Management, LLC2,011$222K0.06%-3,30113F-HRTimeline
Wealth Management Associates, Inc.2,000$220K0.08%013F-HRTimeline