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Disclosery

SHV ISHARES TR

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SHS (fund)

710 managers (716 13F filers) reported a position in SHV shares at 2025-06-30, 86,847,977 shares in all. 60 filers opened a position and 69 filers sold out during the quarter.

Managers
710
13F filers
716
New
60
Added
290
Reduced
263
Sold out
69
Shares held by filers
86,847,977

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,069$228K0.04%-3,02613F-HRTimelineGroup
Savvy Advisors, Inc.2,065$228K0.02%new13F-HRTimeline
GC Wealth Management RIA, LLC2,028$224K0.02%+20313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC2,012$222K0.06%new13F-HRTimeline
Archford Capital Strategies, LLC2,005$221K0.03%-3,47913F-HRTimeline
West Branch Capital LLC2,003$221K0.07%+2113F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,000$221K0.1%-70013F-HRTimelineGroup
Wealth Management Associates, Inc.2,000$221K0.09%013F-HRTimeline
BARINGS LLCin group BARINGS LLC1,966$217K0.01%-299,64513F-HRTimelineGroup
Beckerman Institutional, LLC1,968$217K0.14%-13113F-HRTimeline
SMITH, MOORE & CO.1,918$212K0.02%+113F-HRTimeline
TruWealth Advisors, LLC1,913$211K0.01%-3,82713F-HRTimeline
WealthCare Investment Partners, LLC1,918$211K0.08%+1313F-HRTimeline
Latitude Advisors, LLC1,902$210K0.11%+5313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,900$210K0.01%013F-HRTimeline
Lauterbach Financial Advisors, LLC1,887$208K0.11%+1913F-HRTimeline
Trueblood Wealth Management, LLC1,882$208K0.09%new13F-HRTimeline
Pacific Center for Financial Services1,875$207K0.06%+1,28013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,860$205K0.08%+1,82513F-HR/ATimelineGroup
Moors & Cabot, Inc.1,858$205K0.01%-30813F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,856$205K0.03%-57913F-HRTimeline
Smith Salley Wealth Management1,840$203K0.01%013F-HRTimeline
Quantinno Capital Management LP1,824$201K<0.01%-67813F-HRTimeline
New Capital Management LP1,815$200K0.06%013F-HRTimeline
BridgePort Financial Solutions, LLC1,813$200K0.07%013F-HRTimeline
NVWM, LLC1,712$189K0.05%new13F-HRTimeline
Investors Research Corp1,653$183K0.04%+6813F-HRTimeline
Wealth Preservation Advisors, LLC1,643$181K0.11%013F-HRTimeline
Values First Advisors, Inc.1,611$178K0.1%+80913F-HRTimeline
Robinson Value Management, Ltd.1,585$175K0.11%013F-HRTimeline
Park Square Financial Group, LLC1,538$170K0.12%+1,52113F-HRTimeline
Front Row Advisors LLC1,331$147K0.05%013F-HRTimeline
SYM FINANCIAL Corp1,280$141K0.02%-2,44813F-HRTimeline
Geneos Wealth Management Inc.1,249$138K<0.01%+34813F-HRTimeline
AllSquare Wealth Management LLC1,183$131K0.07%013F-HRTimeline
Choate Investment Advisors1,129$125K<0.01%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,120$124K0.01%+4813F-HRTimelineGroup
Traub Capital Management LLC1,075$119K0.11%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,002$111K<0.01%-1213F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.976$108K0.1%+84113F-HRTimeline
Semmax Financial Advisors Inc.914$101K0.03%-47413F-HRTimeline
PMV Capital Advisers, LLC909$100K0.22%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…883$97.5K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC846$93.4K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…793$87.6K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC723$79.8K0.01%-95113F-HRTimeline
Bristlecone Advisors, LLC700$77.3K0.01%013F-HRTimeline
Asset Dedication, LLC696$76.9K0.01%+59613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC688$76K<0.01%-33,48513F-HRTimeline
Clarity Asset Management, Inc.652$72K0.04%+613F-HRTimeline
Stone House Investment Management, LLC617$68.1K0.01%+113F-HRTimeline
Friedenthal Financial530$58.5K0.03%-9313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD526$58.1K0.03%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp510$56.3K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.508$56.1K<0.01%-1713F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC500$55.2K0.06%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC498$55K<0.01%new13F-HR/ATimeline
Hoese & Co LLP480$53K0.04%013F-HRTimeline
EPG Wealth Management LLC454$50.2K0.02%013F-HRTimeline
FIL Ltdin group FIL Ltd415$45.8K<0.01%-1013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC366$40.4K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC350$38.6K0.03%013F-HRTimeline
Allianz SEin group Allianz SE349$38.5K<0.01%-1,56613F-HRTimelineGroup
Brooklyn Investment Group303$33.5K<0.01%new13F-HR/ATimeline
SOA Wealth Advisors, LLC.282$31.1K0.01%+1213F-HRTimeline
Tidemark, LLC271$29.9K0.01%013F-HRTimeline
United Community Bankin group United Community Bank254$28K0.01%new13F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC243$26.8K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.185$20.4K<0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…182$20.1K0.01%new13F-HRTimelineGroup
Richard W. Paul & Associates, LLC164$18.1K0.01%-4,96713F-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
Bulwark Capital Corp119$13.1K0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC113$12.5K<0.01%013F-HRTimeline
Key Financial Inc111$12.3K<0.01%+313F-HRTimeline
Boreal Capital Management LLC100$11K0.01%13F-HRTimeline
Financial Network Wealth Advisors LLC72$7.95K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors70$7.73K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.69$7.64K<0.01%-113F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …66$7.29K<0.01%13F-HRTimelineGroup
Dunhill Financial, LLC54$5.96K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV53$5.85K<0.01%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…469,255$5.57K<0.01%+464,81113F-HRTimelineGroup
Physician Wealth Advisors, Inc.48$5.3K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC46$5.1K<0.01%013F-HRTimeline
Transce3nd, LLC44$4.86K<0.01%-10713F-HRTimeline
Pineridge Advisors LLC42$4.68K<0.01%+4113F-HRTimeline
Pflug Koory, LLC35$3.87K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.35$3.86K<0.01%013F-HRTimeline
Integrity Financial Corp /WA29$3.2K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB27$2.98K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC23$2.53K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC17$1.85K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…16$1.77K<0.01%new13F-HRTimeline
Addison Advisors LLC15$1.66K<0.01%013F-HRTimeline
Blue Trust, Inc.12$1.28K<0.01%-1113F-HRTimeline
Sound Income Strategies, LLC10$1.15K<0.01%-8113F-HRTimeline
Breakwater Investment Management10$1.1K<0.01%013F-HRTimeline
New Millennium Group LLC8$839<0.01%-313F-HRTimeline
Strategic Wealth Investment Group, LLC6$663<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC3$332<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC3$331<0.01%013F-HRTimeline
Larson Financial Group LLC2$245<0.01%013F-HRTimeline
PayPay Securities Corp2$2210.01%013F-HRTimeline
AFFINITY WEALTH LLC2$221<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2$220<0.01%-113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$69<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.