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Disclosery

SHV ISHARES TR

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SHS (fund)

736 managers (743 13F filers) reported a position in SHV shares at 2026-03-31, 90,585,823 shares in all. 83 filers opened a position and 57 filers sold out during the quarter.

Managers
736
13F filers
743
New
83
Added
279
Reduced
278
Sold out
57
Shares held by filers
90,585,823

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Belvedere Trading LLC8,773$968K0.13%+38013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC8,769$968K0.03%+35013F-HRTimeline
Principia Wealth Advisory, LLC8,644$954K0.54%-11,44813F-HRTimeline
MIRAMONTES CAPITAL, LLC8,616$951K0.33%-56313F-HRTimeline
WealthTrak Capital Management LLC8,591$948K0.68%013F-HRTimeline
Keel Point, LLC8,487$937K0.06%-3,25113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,457$934K0.04%+3,18813F-HRTimelineGroup
Sovereign Financial Group, Inc.8,358$923K0.16%+1,81513F-HRTimeline
Plum Street Advisors, LLC8,304$917K0.32%013F-HRTimeline
ABLE Financial Group, LLC8,287$915K0.18%new13F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC8,282$914K0.21%+2,94413F-HRTimeline
Black Diamond Financial, LLC8,251$911K0.1%+2,30413F-HRTimeline
Thompson David Blair8,244$910K0.52%new13F-HRTimeline
Fortis Advisors, LLC8,228$908K0.46%+4813F-HRTimeline
Spinnaker Investment Group, LLC8,162$901K0.18%-79813F-HRTimeline
Kovack Advisors, Inc.8,098$893K0.05%+5913F-HRTimeline
Transcendent Capital Group LLC8,065$890K0.41%+1113F-HRTimeline
Keebeck Wealth Management8,008$884K0.1%-19,28513F-HRTimeline
Schrum Private Wealth Management LLC7,939$876K0.67%+22413F-HRTimeline
Sidoxia Capital Management, LLC7,833$865K0.75%13F-HRTimeline
OneDigital Investment Advisors LLC7,815$863K0.01%-6,54413F-HRTimeline
Sierra Capital LLC7,754$856K0.09%+18813F-HRTimeline
Montecito Bank & Trust7,735$854K0.14%-20013F-HRTimeline
Clearstead Advisors, LLC7,711$851K0.01%-1,45013F-HRTimeline
SIGNATUREFD, LLC7,706$851K0.01%new13F-HRTimeline
Global View Capital Management LLC7,666$846K0.22%-15613F-HRTimeline
BOSTON FAMILY OFFICE LLC7,559$834K0.06%-55013F-HRTimeline
Index Fund Advisors, Inc.7,538$832K0.04%new13F-HRTimeline
Crusonia Wealth Advisors LLC7,455$823K0.17%-6,64813F-HRTimeline
Jacobi Capital Management LLC7,447$822K0.05%+27813F-HRTimeline
Allianz SEin group Allianz SE7,439$821K0.01%+7,09013F-HRTimelineGroup
LWM Advisory Services, LLC7,434$821K0.88%+3,46913F-HRTimeline
Core Wealth Advisors, Inc.7,417$819K0.2%-1,24313F-HRTimeline
Sowell Financial Services LLC7,414$818K0.03%+12313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,392$816K0.04%+87613F-HRTimeline
AVALON CAPITAL MANAGEMENT7,363$813K0.23%-32013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,302$806K0.29%+713F-HR/ATimelineGroup
BLALOCK WILLIAMS, LLC7,254$801K0.62%-5713F-HRTimeline
NWF Advisory Services Inc.7,040$777K0.09%+3,89613F-HRTimeline
Roble, Belko & Company, Inc7,033$776K0.1%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding7,029$776K-2,163Timeline
Clear Creek Financial Management, LLC7,028$776K0.06%-3,03213F-HRTimeline
B. Riley Wealth Advisors, Inc.6,969$769K0.05%+2,67813F-HRTimeline
Dynamic Advisor Solutions LLC6,842$755K0.02%-76613F-HRTimeline
United Advisor Group, LLC6,830$754K0.09%new13F-HRTimeline
Walser Wealth Management Company, A Ltd…6,814$752K0.34%-3,23013F-HRTimeline
Sigma Planning Corp6,779$748K0.02%+63913F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…6,754$746K0.04%013F-HRTimeline
Dominguez Wealth Management Solutions, …6,713$741K0.45%-58013F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…6,710$741K0.58%-1,53913F-HRTimeline
Algorithmic Investment Models, LLC6,670$736K0.91%-12013F-HRTimeline
Grand Central Investment Group6,559$724K0.54%+16013F-HRTimeline
Gryphon Financial Partners LLC6,540$722K0.08%013F-HRTimeline
Gotham Asset Management, LLC6,539$722K<0.01%013F-HRTimeline
Capital Management Associates, Inc6,496$717K0.16%new13F-HRTimeline
Archer Investment Corp6,464$714K0.15%+30013F-HRTimeline
Geometric Wealth Advisors6,457$713K0.09%+3713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,433$710K0.05%-18613F-HRTimelineGroup
Gateway Wealth Partners, LLC6,425$709K0.03%new13F-HRTimeline
PRIVATE TRUST CO NA6,424$709K0.06%-5,74213F-HRTimeline
Sandy Cove Advisors, LLC6,419$709K0.21%013F-HRTimeline
HighPoint Advisor Group LLC6,414$708K0.03%+1,02113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,209$685K<0.01%013F-HRTimelineGroup
VestGen Advisors, LLC6,202$683K0.02%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,127$676K0.03%-3013F-HRTimeline
PINNACLE ASSOCIATES LTD6,101$673K0.01%+1,43213F-HRTimeline
Shared Vision Wealth Group LLC6,006$663K0.27%new13F-HRTimeline
Foster Group, Inc.5,959$658K0.02%-213F-HRTimeline
Mayflower Financial Advisors, LLC5,896$651K0.08%+11513F-HRTimeline
Castle Rock Wealth Management, LLC5,856$645K0.14%+1813F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI5,783$638K0.03%+15013F-HRTimeline
BRIGHTON JONES LLC5,723$632K0.01%new13F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC5,720$631K0.04%-8013F-HRTimeline
Aries Wealth Management5,609$619K0.14%-1,45513F-HRTimeline
Leibman Financial Services, Inc.5,551$613K0.45%-10413F-HRTimeline
Ceeto Capital Group, LLC5,500$607K0.19%013F-HRTimeline
NVWM, LLC5,462$603K0.13%new13F-HRTimeline
SAGE FINANCIAL GROUP INC5,457$602K0.04%+3213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.5,414$598K0.28%-69213F-HRTimeline
NorthRock Partners, LLC5,375$593K0.01%+3813F-HRTimeline
Finley Financial, LLC5,290$584K0.27%-1,09013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,266$581K0.02%+2213F-HRTimeline
Insight Wealth Partners, LLC5,261$581K0.23%-2,02513F-HRTimeline
Jessup Wealth Management, Inc5,223$577K0.21%+33013F-HRTimeline
Solstein Capital, LLC5,196$574K0.24%-1,61513F-HRTimeline
Chesapeake Wealth Management5,164$570K0.18%new13F-HRTimeline
Sicart Associates LLC5,150$569K0.15%013F-HRTimeline
Investment Partners Asset Management, I…5,105$564K0.35%-17013F-HRTimeline
Valpey Financial Services, LLC4,991$551K0.36%-71413F-HRTimeline
J. R. Prunier Capital Management LLC4,929$544K0.23%+2913F-HRTimeline
Rinkey Investments4,850$535K0.14%-11713F-HRTimeline
Archford Capital Strategies, LLC4,776$527K0.06%-47813F-HRTimeline
GLR Partners, LLC4,750$524K0.29%13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC4,646$513K0.05%013F-HRTimeline
VestGen Investment Management4,622$510K0.28%+60713F-HRTimeline
SFMG, LLC4,536$501K0.03%-1,07413F-HRTimeline
MCDONALD PARTNERS LLC4,500$497K0.12%013F-HRTimeline
Quadcap Wealth Management, LLC4,464$493K0.06%new13F-HRTimeline
Bayshore Capital Advisors, LLC4,453$492K0.21%-25013F-HRTimeline
Lake Hills Wealth Management, LLC4,404$486K0.27%+34413F-HRTimeline
Quantinno Capital Management LP4,352$480K<0.01%new13F-HRTimeline
Virtus Family Office LLC4,292$474K0.4%+1,65013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,290$474K<0.01%-4,73813F-HRTimelineGroup
Physician Wealth Solutions Inc.4,285$473K0.2%+90713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,266$471K0.01%-3,49413F-HRTimeline
TCP Asset Management, LLC4,265$471K0.06%013F-HRTimeline
Chatterton & Associates Inc.4,257$469K0.33%-25213F-HRTimeline
EdgeRock Capital LLC4,246$469K0.13%-2,67013F-HRTimeline
High Note Wealth, LLC4,207$464K0.09%-4513F-HRTimeline
RAELIPSKIE PARTNERSHIP4,200$464K0.2%013F-HRTimeline
Intergy Private Wealth, LLC4,179$461K0.14%+10513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC4,087$451K0.15%new13F-HRTimeline
Roberts Financial Services LLC4,037$446K0.14%-3,43213F-HRTimeline
NorthCoast Asset Management LLC4,025$444K0.01%013F-HRTimeline
Composition Wealth, LLC4,025$444K0.01%-2,88613F-HRTimeline
Joel Isaacson & Co., LLC4,023$444K0.01%-5513F-HRTimeline
55 North Private Wealth, LLC3,988$440K0.11%-1,34713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,974$439K<0.01%-2313F-HRTimelineGroup
TruWealth Advisors, LLC3,962$437K0.02%new13F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG3,956$437K0.01%-40,00013F-HRTimelineGroup
Stanley-Laman Group, Ltd.3,934$434K0.05%-1013F-HRTimeline
LifePlan Investment Advisors, Inc.3,924$433K0.17%new13F-HRTimeline
Turning Point Benefit Group, Inc.3,927$432K0.28%+1,60713F-HRTimeline
Brooklyn Investment Group3,916$432K0.01%-1,44513F-HRTimeline
Fortis Group Advisors, LLC3,905$431K0.07%-4,33513F-HRTimeline
Ted Buchan & Co3,900$431K0.16%+113F-HRTimeline
Apella Capital, LLC3,899$430K0.01%-2,44113F-HRTimeline
North Capital, Inc.3,891$430K0.36%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,876$428K0.01%013F-HRTimelineGroup
BEARING POINT CAPITAL, LLC3,875$428K0.07%-27013F-HRTimeline
Tortoise Investment Management, LLC3,860$426K0.04%-213F-HRTimeline
Flagship Private Wealth, LLC3,840$424K0.17%-1,26413F-HRTimeline
EP Wealth Advisors, LLC3,831$423K<0.01%-4,49813F-HRTimeline
NWAM LLC3,751$414K0.02%+1,05113F-HRTimeline
FIDUCIENT ADVISORS LLC3,743$413K0.05%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,630$401K0.01%-36813F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.3,627$400K0.14%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,626$400K0.03%013F-HRTimelineGroup
LTG Capital LLC3,620$400K0.31%013F-HRTimeline
Fortitude Advisory Group L.L.C.3,599$397K0.18%+22613F-HRTimeline
Innova Wealth Partners3,559$393K0.19%-1,90513F-HRTimeline
Lynch Investment Planning, LLC3,523$389K0.35%-16313F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC3,505$387K0.12%-55613F-HRTimeline
Argent Trust Co3,459$382K0.01%013F-HRTimeline
1834 INVESTMENT ADVISORS CO3,423$378K0.05%013F-HRTimeline
Parsonex Advisory Services, Inc.3,416$377K0.37%new13F-HRTimeline
Van Hulzen Asset Management, LLC3,398$375K0.03%+18013F-HRTimeline
Lloyd Advisory Services, LLC.3,380$373K0.11%+3,37513F-HRTimeline
Kingdom Financial Group LLC.3,380$373K0.11%+2,88113F-HRTimeline
J.Safra Asset Management Corp3,377$373K0.02%-64113F-HRTimeline
Aprio Wealth Management, LLC3,374$372K0.02%+42013F-HRTimeline
REGATTA CAPITAL GROUP, LLC3,335$368K0.06%-58613F-HRTimeline
FIRST HORIZON CORP3,318$366K0.02%-5,35913F-HRTimeline
OBSIDIAN CIO, LLC3,312$366K0.33%+38913F-HRTimeline
Probity Advisors, Inc.3,306$365K0.06%-7513F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC3,261$360K0.14%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,250$359K<0.01%013F-HR/ATimelineGroup
SALEM INVESTMENT COUNSELORS INC3,250$359K0.01%013F-HR/ATimeline
ROMANO BROTHERS AND COMPANY3,220$355K0.04%-5013F-HRTimeline
MFA Wealth Services3,215$355K0.23%-45813F-HRTimeline
Strategic Financial Partners, Ltd.3,172$350K0.15%-2513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,104$343K0.01%new13F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC3,103$343K0.03%new13F-HRTimeline
IFC & Insurance Marketing, Inc.3,059$338K0.35%+1,22613F-HRTimeline
Slagle Financial, LLC3,046$336K0.11%new13F-HRTimeline
Values First Advisors, Inc.3,025$334K0.17%+61513F-HRTimeline
GeoWealth Management, LLC3,015$333K0.01%-17613F-HRTimeline
Triumph Capital Management2,951$326K0.07%-2,36313F-HRTimeline
RDA Financial Network2,950$326K0.08%-9413F-HRTimeline
Stillwater Private Wealth, LLC2,950$325K0.28%13F-HRTimeline
JTC Employer Solutions Trustee Ltd2,882$318K0.03%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,875$317K0.01%-1,32013F-HRTimeline
Cairn Investment Group, Inc.2,875$317K0.16%-10013F-HRTimeline
Fiduciary Alliance LLC2,833$312K0.02%-29,83013F-HRTimeline
Clarity Financial LLC2,808$310K0.03%-8813F-HRTimeline
Vestcor Inc2,810$310K0.01%+8513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,791$308K0.11%new13F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC2,774$306K0.09%new13F-HRTimeline
True Link Financial Advisors, LLC2,763$305K0.02%-379,80213F-HR/ATimeline
GTS SECURITIES LLC2,730$301K0.01%-36,50313F-HRTimeline
Ballast Rock Private Wealth LLC2,700$298K0.16%013F-HRTimeline
Root Financial Partners, LLC2,671$295K0.01%-29613F-HRTimeline
Accelerate Investment Advisors LLC2,650$293K0.2%new13F-HRTimeline
Capital Investment Advisory Services, L…2,638$291K0.02%+21213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,637$291K0.02%-29813F-HRTimeline
Almanack Investment Partners, LLC.2,634$291K0.05%013F-HRTimeline
Clark Asset Management, LLC2,627$290K0.03%+4413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,627$290K0.09%-35513F-HRTimeline
Cassaday & Co Wealth Management LLC2,617$289K0.01%+113F-HRTimeline
Valmark Advisers, Inc.2,615$289K<0.01%new13F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,592$286K0.1%+43213F-HRTimeline
Trueblood Wealth Management, LLC2,553$282K0.11%+38013F-HRTimeline
American Institute for Advanced Investm…2,550$281K0.18%+23013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,539$280K<0.01%new13F-HRTimelineGroup
Magnus Financial Group LLC2,527$279K0.02%+50113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,503$276K<0.01%new13F-HRTimelineGroup
Cunning Capital Partners, LP2,500$276K0.14%013F-HRTimeline
RMR Wealth Builders2,478$274K0.02%+9313F-HRTimeline
Entelevest, LLC2,469$273K0.28%-1,13113F-HRTimeline
LFA - Lugano Financial Advisors SA2,482$272K0.14%+2,12613F-HRTimeline