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Disclosery

SHV ISHARES TR

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SHS (fund)

681 managers (687 13F filers) reported a position in SHV shares at 2025-09-30, 85,618,118 shares in all. 42 filers opened a position and 66 filers sold out during the quarter.

Managers
681
13F filers
687
New
42
Added
241
Reduced
302
Sold out
66
Shares held by filers
85,618,118

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SILVER OAK WEALTH ADVISORS SERVICES, LLC1,815$201K0.13%-59013F-HRTimeline
Wealth Preservation Advisors, LLC1,643$182K0.11%013F-HRTimeline
Robinson Value Management, Ltd.1,585$175K0.1%013F-HRTimeline
Investors Research Corp1,567$173K0.03%-8613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,352$149K0.01%-7,45813F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS1,312$145K0.04%-26,04413F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,196$132K<0.01%+7613F-HRTimelineGroup
AllSquare Wealth Management LLC1,183$131K0.07%013F-HRTimeline
Front Row Advisors LLC1,021$113K0.04%-31013F-HRTimeline
Quest 10 Wealth Builders, Inc.975$108K0.1%-113F-HRTimeline
Geneos Wealth Management Inc.871$96.2K<0.01%-37813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…865$95.5K0.01%new13F-HRTimelineGroup
Anchor Investment Management, LLC846$93.5K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.796$88K<0.01%-20613F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…793$87.6K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC723$79.9K0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC660$72.9K<0.01%new13F-HRTimelineGroup
Stone House Investment Management, LLC636$70.3K0.01%+1913F-HRTimeline
Friedenthal Financial548$60.5K0.03%+1813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD526$58.1K0.03%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC515$56.9K0.02%+40213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp510$56.4K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC509$56.2K0.03%13F-HRTimeline
HARBOUR INVESTMENTS, INC.507$56K<0.01%-113F-HRTimeline
Hoese & Co LLP480$53K0.04%013F-HRTimeline
CERTUITY, LLC18,564$51.2K<0.01%new13F-HRTimeline
EPG Wealth Management LLC454$50.2K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC453$50.1K<0.01%new13F-HRTimeline
FIL Ltdin group FIL Ltd415$45.9K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC366$40.4K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC350$38.7K0.03%013F-HRTimeline
Allianz SEin group Allianz SE349$38.6K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.305$33.7K0.01%+2313F-HRTimeline
Tidemark, LLC271$29.9K0.01%013F-HRTimeline
IMA Advisory Services, Inc.269$29.8K<0.01%-17,91113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC243$26.8K<0.01%013F-HRTimeline
JPL Wealth Management, LLC235$26K0.01%new13F-HRTimeline
Peck Wealth Management, LLC235$26K0.02%13F-HRTimeline
Promus Capital, LLC198$21.8K0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC181$20K0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC164$18.1K0.01%013F-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$14.3K<0.01%013F-HRTimeline
Key Financial Inc124$13.6K<0.01%+1313F-HRTimeline
Bulwark Capital Corp119$13.1K0.01%013F-HRTimeline
SYM FINANCIAL Corp110$12.2K<0.01%-1,17013F-HRTimeline
Boreal Capital Management LLC100$11K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC107$11K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC72$7.96K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors70$7.73K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.68$7.53K0.01%-113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …66$7.29K<0.01%13F-HRTimelineGroup
Asset Dedication, LLC64$7.07K<0.01%-63213F-HRTimeline
Blue Trust, Inc.52$5.72K<0.01%+4013F-HRTimeline
Physician Wealth Advisors, Inc.48$5.3K<0.01%013F-HRTimeline
Pineridge Advisors LLC43$4.73K<0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV39$4.31K<0.01%-1413F-HRTimeline
Pflug Koory, LLC35$3.87K<0.01%013F-HRTimeline
Integrity Financial Corp /WA29$3.2K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB27$2.98K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC23$2.54K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.20$2.21K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates19$2.1K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC17$1.88K0.01%-1,52113F-HRTimeline
HFM Investment Advisors, LLC16$1.82K<0.01%-113F-HRTimeline
Addison Advisors LLC15$1.66K<0.01%013F-HRTimeline
MATHER GROUP, LLC.11$1.22K<0.01%new13F-HRTimeline
Breakwater Investment Management10$1.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC10$1.1K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC9$1.04K<0.01%-113F-HRTimeline
PayPay Securities Corp9$9750.04%+713F-HRTimeline
Caitlin John, LLC8$884<0.01%new13F-HRTimeline
New Millennium Group LLC7$786<0.01%-113F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.4$442<0.01%-1,85613F-HRTimelineGroup
WOLFF WIESE MAGANA LLC3$332<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC3$331<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2$221<0.01%013F-HRTimeline
AFFINITY WEALTH LLC2$221<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$70<0.01%013F-HRTimelineGroup
Compagnie Lombard Odier SCmA0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.