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Disclosery

SHV ISHARES TR

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SHS (fund)

719 managers (726 13F filers) reported a position in SHV shares at 2025-03-31, 87,411,116 shares in all. 82 filers opened a position and 75 filers sold out during the quarter.

Managers
719
13F filers
726
New
82
Added
283
Reduced
271
Sold out
75
Shares held by filers
87,411,116

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Integrated Capital Management, LLC2,127$235K0.13%new13F-HRTimeline
Aptus Capital Advisors, LLC2,123$235K<0.01%-4313F-HRTimeline
PFG Investments, LLC2,107$233K0.01%-8413F-HRTimeline
J.Safra Asset Management Corp2,103$232K0.02%-23313F-HR/ATimeline
Beckerman Institutional, LLC2,099$232K0.17%+5513F-HRTimeline
Wedmont Private Capital2,088$230K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,060$228K0.05%+1413F-HRTimeline
TFC Financial Management, Inc.2,039$225K0.03%+1413F-HRTimeline
Wealth Management Associates, Inc.2,000$221K0.09%013F-HRTimeline
West Branch Capital LLC1,982$219K0.07%+1413F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC1,957$216K0.04%new13F-HRTimeline
Wilmington Savings Fund Society, FSB1,931$213K<0.01%+4513F-HRTimeline
SMITH, MOORE & CO.1,917$212K0.02%-2,08513F-HRTimeline
Allianz SEin group Allianz SE1,915$212K0.01%-88913F-HRTimelineGroup
WealthCare Investment Partners, LLC1,905$210K0.09%+2013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,900$210K0.01%-47713F-HR/ATimeline
Secure Asset Management, LLC1,897$210K0.04%-20413F-HRTimeline
Lauterbach Financial Advisors, LLC1,868$206K0.13%+1313F-HRTimeline
Coppell Advisory Solutions LLC1,724$205K0.03%-22,66213F-HRTimeline
Latitude Advisors, LLC1,849$204K0.12%-15,17413F-HRTimeline
Family Firm, Inc.1,846$204K0.05%+1413F-HRTimeline
Smith Salley Wealth Management1,840$203K0.01%013F-HRTimeline
GC Wealth Management RIA, LLC1,825$202K0.04%new13F-HRTimeline
New Capital Management LP1,815$200K0.06%-27,66313F-HRTimeline
BridgePort Financial Solutions, LLC1,813$200K0.09%-42113F-HRTimeline
Beaird Harris Wealth Management, LLC1,674$185K0.02%013F-HRTimeline
Wealth Preservation Advisors, LLC1,643$181K0.13%13F-HRTimeline
Robinson Value Management, Ltd.1,585$175K0.11%013F-HRTimeline
Investors Research Corp1,585$175K0.04%+613F-HRTimeline
TRUST CO OF VERMONT1,456$161K0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.1,388$153K0.04%+1313F-HRTimeline
Front Row Advisors LLC1,331$147K0.06%013F-HRTimeline
GeoWealth Management, LLC1,302$144K0.01%-24113F-HRTimeline
AllSquare Wealth Management LLC1,183$131K0.08%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,072$118K0.01%13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,014$112K<0.01%-51913F-HRTimelineGroup
Geneos Wealth Management Inc.901$99.5K<0.01%+1413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…883$97.5K<0.01%+36713F-HRTimelineGroup
Anchor Investment Management, LLC846$93.4K0.01%013F-HRTimeline
Values First Advisors, Inc.802$88.5K0.05%-68813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…793$87.6K0.01%13F-HRTimeline
Laurel Wealth Advisors LLC775$85.6K0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC727$80.3K<0.01%+7413F-HRTimeline
Bristlecone Advisors, LLC700$77.3K0.01%-5013F-HRTimeline
Clarity Asset Management, Inc.646$71.3K0.05%+513F-HRTimeline
Wayfinding Financial, LLC648$71K0.03%new13F-HRTimeline
Friedenthal Financial623$68.8K0.04%-2013F-HRTimeline
Stone House Investment Management, LLC616$68.1K0.01%new13F-HRTimeline
Pacific Center for Financial Services595$65.7K0.02%013F-HRTimeline
Sandy Spring Bank568$62.7K<0.01%+5813F-HRTimeline
Continuum Advisory, LLC563$62.2K0.01%-26713F-HRTimeline
Kiker Wealth Management, LLC557$61.5K0.04%+39213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD526$58.1K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.525$58K<0.01%-58113F-HRTimeline
WASHINGTON TRUST Co517$57.1K<0.01%013F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC500$55.2K0.06%new13F-HRTimeline
Hoese & Co LLP480$53K0.05%013F-HRTimeline
Glass Jacobson Investment Advisors llc456$50.2K0.02%013F-HRTimeline
EPG Wealth Management LLC454$50.2K0.01%013F-HRTimeline
FIL Ltdin group FIL Ltd425$46.9K<0.01%-1213F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC366$40.4K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC350$38.7K0.04%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC324$35.8K<0.01%new13F-HRTimeline
Tidemark, LLC271$29.9K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.270$29.8K0.01%+413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC243$26.8K<0.01%013F-HRTimeline
Cohalo Advisory LLC200$22.1K1.63%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL152$16.8K<0.01%-36913F-HRTimeline
Transce3nd, LLC151$16.7K0.01%-8713F-HRTimeline
Murphy & Mullick Capital Management Corp145$16K0.02%013F-HRTimeline
Spectrum Wealth Counsel, LLC143$15.8K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.135$15K0.02%-81313F-HRTimeline
CARDIFF PARK ADVISORS, LLC134$14.8K<0.01%013F-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$12.9K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC113$12.5K<0.01%013F-HRTimeline
Key Financial Inc108$11.9K<0.01%013F-HRTimeline
Asset Dedication, LLC100$11K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC91$10K<0.01%-513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC75$8.28K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC72$7.95K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.70$7.79K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors70$7.73K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …66$7.29K<0.01%13F-HRTimelineGroup
Stonebridge Financial Group, LLC64$7.07K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC63$6.96K<0.01%13F-HRTimeline
Dunhill Financial, LLC54$5.96K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV53$5.85K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.48$5.3K<0.01%-30613F-HRTimeline
Painted Porch Advisors LLC48$5.3K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources46$5.08K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC46$5.08K<0.01%new13F-HRTimeline
NorthRock Partners, LLC39$4.31K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…39$4.31K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC37$4K<0.01%new13F-HRTimelineGroup
Pflug Koory, LLC35$3.87K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.35$3.87K<0.01%+3413F-HRTimelineGroup
AMERIFLEX GROUP, INC.35$3.87K<0.01%013F-HRTimeline
Integrity Financial Corp /WA29$3.2K<0.01%+1513F-HRTimeline
Holos Integrated Wealth LLC24$2.65K<0.01%013F-HRTimeline
Blue Trust, Inc.23$2.49K<0.01%+1213F-HRTimeline
Park Square Financial Group, LLC17$1.88K<0.01%-1813F-HRTimeline
HFM Investment Advisors, LLC17$1.88K<0.01%13F-HRTimeline
Addison Advisors LLC15$1.66K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.15$1.66K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.11$1.22K<0.01%013F-HRTimeline
New Millennium Group LLC11$1.17K<0.01%013F-HRTimeline
Breakwater Investment Management10$1.1K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC3$332<0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC3$331<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.3$331<0.01%013F-HRTimeline
PayPay Securities Corp2$2830.02%-113F-HRTimeline
Larson Financial Group LLC2$221<0.01%new13F-HRTimeline
Pineridge Advisors LLC1$111<0.01%-6813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$69<0.01%-1013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.0$21<0.01%-4713F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-5,34613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Compagnie Lombard Odier SCmA0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.