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Disclosery

SHV ISHARES TR

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SHS (fund)

716 managers (724 13F filers) reported a position in SHV shares at 2024-12-31, 82,669,723 shares in all. 62 filers opened a position and 54 filers sold out during the quarter.

Managers
716
13F filers
724
New
62
Added
248
Reduced
269
Sold out
54
Shares held by filers
82,669,723

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
NWAM LLC2,200$242K0.01%+22713F-HRTimeline
PFG Investments, LLC2,191$241K0.02%-10713F-HRTimeline
Aptus Capital Advisors, LLC2,166$238K<0.01%-1,34613F-HRTimeline
Kingdom Financial Group LLC.2,165$238K0.16%new13F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP2,161$238K0.16%13F-HRTimelineGroup
Moors & Cabot, Inc.2,159$238K0.01%-11913F-HRTimeline
Strategic Financial Partners, Ltd.2,135$235K0.12%-1413F-HRTimeline
Secure Asset Management, LLC2,101$231K0.04%new13F-HRTimeline
Wedmont Private Capital2,088$230K0.01%013F-HRTimeline
Slagle Financial, LLC2,086$230K0.1%+25113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,046$225K0.04%-2713F-HRTimeline
Beckerman Institutional, LLC2,044$225K0.18%-1,04213F-HRTimeline
TFC Financial Management, Inc.2,025$223K0.04%-1,92613F-HRTimeline
WITTENBERG INVESTMENT MANAGEMENT, INC.2,000$220K0.09%new13F-HRTimeline
Wealth Management Associates, Inc.2,000$220K0.09%013F-HRTimeline
TAP Consulting, LLC1,999$220K0.05%-28313F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,971$217K0.03%new13F-HRTimeline
West Branch Capital LLC1,968$217K0.07%+3113F-HRTimeline
Visionary Wealth Advisors1,927$212K0.01%+1513F-HRTimeline
Quadrant Private Wealth Management, LLC1,903$210K0.05%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,886$208K<0.01%013F-HRTimeline
WealthCare Investment Partners, LLC1,885$208K0.09%+2213F-HRTimeline
Vise Technologies, Inc.1,859$205K0.02%new13F-HRTimeline
Lauterbach Financial Advisors, LLC1,855$204K0.12%+3013F-HRTimeline
Smith Salley Wealth Management1,840$203K0.01%013F-HRTimeline
Family Firm, Inc.1,832$202K0.04%new13F-HRTimeline
Aventura Private Wealth, LLC1,704$188K0.1%13F-HRTimeline
Beaird Harris Wealth Management, LLC1,674$184K0.02%013F-HRTimeline
Robinson Value Management, Ltd.1,585$175K0.12%-69,47013F-HRTimeline
Investors Research Corp1,579$174K0.04%+2513F-HRTimeline
GeoWealth Management, LLC1,543$170K0.01%+7513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,533$169K<0.01%+44013F-HRTimelineGroup
HM PAYSON & CO1,527$168K<0.01%new13F-HRTimeline
Values First Advisors, Inc.1,490$164K0.09%+1,11213F-HRTimeline
Semmax Financial Advisors Inc.1,375$152K0.04%+1413F-HRTimeline
Front Row Advisors LLC1,331$147K0.05%013F-HRTimeline
Van Hulzen Asset Management, LLC1,234$136K0.01%new13F-HRTimeline
AllSquare Wealth Management LLC1,183$130K0.07%-1113F-HRTimeline
Avior Wealth Management, LLC1,133$125K<0.01%-21713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,106$122K<0.01%+33813F-HRTimeline
Quest 10 Wealth Builders, Inc.948$104K0.1%13F-HRTimeline
Geneos Wealth Management Inc.887$97.7K<0.01%-613F-HRTimeline
Anchor Investment Management, LLC846$93.2K0.01%013F-HRTimeline
Continuum Advisory, LLC830$91.4K0.01%-23813F-HRTimeline
Bristlecone Advisors, LLC750$82.6K0.01%013F-HRTimeline
LGT Financial Advisors LLC684$75.3K0.17%-32913F-HRTimeline
QUADRANT CAPITAL GROUP LLC653$71.9K<0.01%013F-HRTimeline
Friedenthal Financial643$70.8K0.04%-62213F-HRTimeline
Clarity Asset Management, Inc.641$70.6K0.05%+1013F-HRTimeline
Pacific Center for Financial Services595$65.5K0.02%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD526$57.9K0.04%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL521$57.4K0.02%+37213F-HRTimeline
WASHINGTON TRUST Co517$56.9K<0.01%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding516$56.8K-2,469Timeline
Sandy Spring Bank510$56.2K<0.01%-8513F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …496$54.8K0.01%new13F-HRTimelineGroup
Hoese & Co LLP480$52.9K0.05%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC462$51.1K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc456$50.2K0.02%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EPG Wealth Management LLC454$50K0.01%013F-HRTimeline
FIL Ltdin group FIL Ltd437$48.1K<0.01%013F-HRTimelineGroup
MidAtlantic Capital Management, Inc.433$47.7K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC366$40.3K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.354$39K0.01%new13F-HRTimeline
Atlatl Advisers LLC325$35.8K0.02%13F-HRTimeline
Tidemark, LLC271$29.8K0.01%013F-HRTimeline
WR Wealth Planners, LLC267$29.4K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.266$29.3K0.01%+2713F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC243$26.8K<0.01%013F-HRTimeline
Transce3nd, LLC238$26.2K0.01%13F-HRTimeline
Menard Financial Group LLC223$24.6K0.01%new13F-HRTimeline
Kiker Wealth Management, LLC165$18.2K0.01%13F-HRTimeline
Murphy & Mullick Capital Management Corp145$16K0.01%13F-HRTimeline
Spectrum Wealth Counsel, LLC143$15.7K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC134$14.8K<0.01%-313F-HRTimeline
Asset Management One Co., Ltd.129$14.2K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.122$13.4K<0.01%013F-HRTimeline
Synergy Investment Management, LLC116$12.7K0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC113$12.4K<0.01%013F-HRTimeline
Key Financial Inc108$11.9K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC101$11.1K0.01%-4313F-HRTimeline
Providence First Trust Co100$11K<0.01%new13F-HRTimeline
Ransom Advisory, Ltd100$11K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC100$11K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC96$10.5K<0.01%+313F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP85$9.36K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC75$8.26K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors70$7.71K<0.01%new13F-HRTimelineGroup
Pineridge Advisors LLC69$7.6K<0.01%-8513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …66$7.27K<0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC64$7.05K<0.01%13F-HRTimeline
Fourth Dimension Wealth, LLC57$6.24K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV53$5.84K<0.01%013F-HRTimeline
Painted Porch Advisors LLC48$5.29K<0.01%-1013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.47$5.19K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp42$4.62K<0.01%-2213F-HRTimelineGroup
FLP Wealth Management, LLC39$4.29K0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.35$3.87K<0.01%13F-HRTimeline
Pflug Koory, LLC35$3.85K<0.01%013F-HRTimeline
Park Square Financial Group, LLC35$3.85K<0.01%13F-HRTimeline
Centerpoint Advisors, LLC23$3K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC24$2.64K<0.01%13F-HRTimeline
Mattson Financial Services, LLC21$2.32K<0.01%new13F-HRTimeline
Sanctuary Wealth Management, L.L.C.16$1.76K<0.01%013F-HRTimeline
Addison Advisors LLC15$1.65K<0.01%013F-HRTimeline
Integrity Financial Corp /WA14$1.54K<0.01%new13F-HRTimeline
Blue Trust, Inc.11$1.26K<0.01%013F-HR/ATimeline
MATHER GROUP, LLC.11$1.21K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11$1.18K<0.01%new13F-HRTimelineGroup
New Millennium Group LLC11$1.16K<0.01%+113F-HRTimeline
Breakwater Investment Management10$1.1K<0.01%013F-HR/ATimeline
Caitlin John, LLC8$881<0.01%-2113F-HRTimeline
PayPay Securities Corp3$3300.01%+113F-HRTimeline
Cordgrass Capital Advisors, LLC3$330<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.3$330<0.01%013F-HRTimeline
Rakuten Securities, Inc.1$110<0.01%-8913F-HRTimeline