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Disclosery

SHV ISHARES TR

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SHS (fund)

720 managers (726 13F filers) reported a position in SHV shares at 2026-06-30, 88,307,818 shares in all. 54 filers opened a position and 71 filers sold out during the quarter.

Managers
720
13F filers
726
New
54
Added
260
Reduced
311
Sold out
71
Shares held by filers
88,307,818

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
PRIVATE CLIENT SERVICES, LLC2,203$243K0.06%-42413F-HRTimeline
NWF Advisory Services Inc.2,203$243K0.02%-4,83713F-HRTimeline
TWO SIGMA SECURITIES, LLC2,125$234K0.02%-8,12413F-HRTimeline
Summit Wealth Partners, LLC2,107$233K0.03%013F-HRTimeline
Daner Wealth Management, LLC2,100$231K0.13%013F-HRTimeline
Wedmont Private Capital2,088$230K0.01%013F-HRTimeline
Accelerate Investment Advisors LLC2,082$230K0.13%-56813F-HRTimeline
Significant Wealth Partners LLC2,065$228K0.25%+1313F-HRTimeline
Madison Wealth Partners, Inc2,041$225K0.03%new13F-HRTimeline
LFA - Lugano Financial Advisors SA2,000$221K0.13%-48213F-HRTimeline
Wealth Management Associates, Inc.2,000$221K0.06%013F-HRTimeline
GC Wealth Management RIA, LLC1,999$221K0.01%-10813F-HRTimeline
Salomon & Ludwin, LLC2,002$220K0.02%+713F-HRTimeline
Crabel Capital Management, LLC1,996$220K0.16%new13F-HRTimeline
WealthCare Investment Partners, LLC1,993$220K0.05%+1813F-HRTimeline
Lauterbach Financial Advisors, LLC1,961$216K0.09%+1813F-HRTimeline
DAVIDSON TRUST CO1,950$215K0.08%new13F-HRTimeline
BridgePort Financial Solutions, LLC1,940$214K0.05%013F-HRTimeline
Sovran Advisors, LLC1,932$213K0.02%new13F-HRTimeline
Raab & Moskowitz Asset Management LLC1,929$213K0.04%new13F-HRTimeline
NorthCrest Asset Manangement, LLC1,931$213K0.01%new13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.1,900$210K0.05%new13F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC1,888$208K0.09%013F-HRTimeline
Maridea Wealth Management LLC1,845$204K0.02%new13F-HRTimeline
Smith Salley Wealth Management1,840$203K0.01%013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC1,833$202K0.12%-12713F-HRTimeline
Walkner Condon Financial Advisors LLC1,825$201K0.02%-3813F-HRTimeline
Avantax Planning Partners, Inc.1,825$201K0.01%new13F-HRTimeline
GFS Advisors, LLC108,176$196K0.03%-96513F-HR/ATimeline
Investors Research Corp1,750$193K0.03%+7713F-HRTimeline
GeoWealth Management, LLC1,744$193K0.01%-1,27113F-HRTimeline
OBSIDIAN CIO, LLC1,741$192K0.14%-1,57113F-HRTimeline
StrongBox Wealth, LLC1,635$180K0.05%-18513F-HRTimeline
FMR LLCin group FMR LLC1,613$178K<0.01%+64313F-HRTimelineGroup
Geneos Wealth Management Inc.1,557$172K<0.01%-313F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,450$160K0.05%013F-HRTimeline
FIRST HORIZON CORP1,404$155K0.01%-1,91413F-HRTimeline
Noble Wealth Management PBC1,324$146K0.07%+85913F-HRTimeline
Quest 10 Wealth Builders, Inc.1,305$144K0.11%-26113F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,257$139K0.01%+11413F-HRTimelineGroup
WealthShield Partners, LLC1,104$122K0.02%+5713F-HRTimeline
Gould Capital, LLC1,007$111K0.06%-35213F-HRTimeline
Rossby Financial, LCC1,005$111K0.02%+13413F-HRTimeline
Dunhill Financial, LLC961$106K0.02%+78213F-HRTimeline
Front Row Advisors LLC939$103K0.03%-8213F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC922$102K0.06%013F-HRTimeline
Continuum Advisory, LLC880$97.1K0.01%new13F-HRTimeline
Friedenthal Financial860$94.9K0.04%-22313F-HRTimeline
Anchor Investment Management, LLC846$93.4K0.01%013F-HRTimeline
Buck Wealth Strategies, LLC835$92.1K0.01%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC727$80.2K<0.01%+22713F-HRTimelineGroup
Stone House Investment Management, LLC718$79.2K0.01%+1413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC689$76K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC619$68.3K<0.01%-3613F-HRTimeline
Networth Advisors, LLC581$64.1K0.04%-53113F-HRTimeline
Smartleaf Asset Management LLC568$62.7K<0.01%013F-HRTimeline
RHL GROUP, LLC568$62.5K0.05%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD526$58K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources516$56.9K<0.01%013F-HRTimelineGroup
Hoese & Co LLP480$53K0.03%013F-HRTimeline
EPG Wealth Management LLC454$50.1K0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.402$45.1K<0.01%-3813F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC399$44K0.01%-313F-HRTimeline
HARBOUR INVESTMENTS, INC.397$43.8K<0.01%-5913F-HRTimeline
Larson Financial Group LLC372$41.1K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC366$40.4K<0.01%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC338$37.3K<0.01%013F-HRTimeline
Signature Equity Partners, LLC326$36K0.02%+26013F-HRTimeline
Godfrey Financial Associates, Inc.326$36K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…317$34.9K<0.01%+313F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS309$34.1K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.306$33.8K0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.295$32.6K0.01%-3,08513F-HRTimeline
Tidemark, LLC271$29.9K0.01%013F-HRTimeline
Dogwood Wealth Management LLC270$29.8K0.01%+6913F-HRTimeline
Planning Strategies Inc.221$24.4K0.02%13F-HRTimeline
Aventura Private Wealth, LLC200$22.1K0.01%-20013F-HRTimeline
Crewe Advisors LLC176$19.4K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.161$17.8K<0.01%+113F-HRTimeline
Murphy & Mullick Capital Management Corp145$16K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC134$14.8K<0.01%013F-HRTimeline
Asset Management One Co., Ltd.129$14.2K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.129$14.2K0.01%-33,15113F-HRTimeline
Bulwark Capital Corp119$13.1K0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.108$11.9K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.96$10.6K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO86$9.49K<0.01%013F-HRTimelineGroup
Mosley Wealth Management85$9.38K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC78$8.65K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC72$7.95K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors70$7.72K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC64$7.06K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC59$6.51K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC54$6K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp42$4.63K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC42$4.63K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV39$4.3K<0.01%013F-HRTimeline
Pflug Koory, LLC35$3.86K<0.01%013F-HRTimeline
Integrity Financial Corp /WA29$3.2K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC27$2.98K<0.01%-313F-HRTimeline
Key Financial Inc26$2.83K<0.01%013F-HRTimeline
SYM FINANCIAL Corp22$2.43K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…22$2.43K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21$2.32K<0.01%new13F-HRTimelineGroup
Park Place Capital Corp18$1.99K<0.01%new13F-HRTimeline
PMV Capital Advisers, LLC18$1.99K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC17$1.78K<0.01%+113F-HRTimeline
Blue Trust, Inc.12$1.33K<0.01%013F-HRTimeline
MATHER GROUP, LLC.11$1.21K<0.01%013F-HRTimeline
Breakwater Investment Management10$1.1K<0.01%013F-HRTimeline
Timbuktu Capital Management, LLC8$883<0.01%13F-HRTimeline
PayPay Securities Corp7$7720.02%-113F-HRTimeline
BLUELINE ADVISORS LLC6$663<0.01%-113F-HRTimeline
Windsor Advisory Group, LLC6$662<0.01%013F-HRTimeline
Capital Advisor Network LLC4$441<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC3$332<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC3$331<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$110<0.01%013F-HRTimelineGroup
Founders Capital Management1$110<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$110<0.01%013F-HRTimelineGroup