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Disclosery

SHV ISHARES TR

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SHS (fund)

707 managers (713 13F filers) reported a position in SHV shares at 2025-12-31, 85,096,230 shares in all. 55 filers opened a position and 60 filers sold out during the quarter.

Managers
707
13F filers
713
New
55
Added
250
Reduced
278
Sold out
60
Shares held by filers
85,096,230

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Salomon & Ludwin, LLC1,993$220K0.02%-2,55913F-HRTimeline
WealthCare Investment Partners, LLC1,964$216K0.06%+2613F-HRTimeline
Lauterbach Financial Advisors, LLC1,932$213K0.1%+2513F-HRTimeline
Maridea Wealth Management LLC1,909$210K0.03%-60413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,900$209K0.01%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,902$209K0.01%new13F-HRTimeline
Pacific Center for Financial Services1,885$208K0.05%013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC1,888$208K0.1%13F-HRTimeline
PINKERTON WEALTH, LLC1,854$204K0.02%-24513F-HRTimeline
Smith Salley Wealth Management1,840$203K0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.1,833$202K0.2%13F-HRTimeline
Sound Portfolio Advisors, LLC1,825$201K0.17%13F-HRTimeline
Aptus Capital Advisors, LLC1,664$183K<0.01%-65913F-HRTimeline
Wealth Preservation Advisors, LLC1,643$181K0.09%013F-HRTimeline
Investors Research Corp1,623$179K0.03%+5613F-HRTimeline
Rossby Financial, LCC1,559$172K0.05%-32513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,453$160K<0.01%-1,25613F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,196$132K<0.01%013F-HRTimelineGroup
Peck Wealth Management, LLC1,035$114K0.11%+80013F-HRTimeline
Front Row Advisors LLC1,021$112K0.04%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.998$110K0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…993$109K<0.01%-37,86913F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…963$106K0.01%+9813F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp929$102K<0.01%-42313F-HRTimelineGroup
BITTERROOT CAPITAL ADVISORS LLC922$102K0.07%13F-HRTimeline
Geneos Wealth Management Inc.867$95.5K<0.01%-413F-HRTimeline
Aventura Private Wealth, LLC850$93.6K0.03%-1,36713F-HRTimeline
Anchor Investment Management, LLC846$93.2K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.801$88.2K<0.01%+513F-HRTimelineGroup
Laurel Wealth Advisors LLC775$85.4K0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC723$79.6K0.01%013F-HRTimeline
Stone House Investment Management, LLC663$73.1K0.01%+2713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC638$70.3K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC575$63.3K<0.01%+56513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD526$57.9K0.03%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp510$56.2K<0.01%013F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC500$55.1K<0.01%-16013F-HRTimelineGroup
Kingdom Financial Group LLC.499$55K0.02%new13F-HRTimeline
Planning Project LLC490$54K0.01%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…483$53.2K<0.01%-6,42813F-HRTimelineGroup
Hoese & Co LLP480$52.9K0.04%013F-HRTimeline
Noble Wealth Management PBC477$52.5K0.03%-3213F-HRTimeline
CERTUITY, LLC18,564$51.1K<0.01%013F-HRTimeline
EPG Wealth Management LLC454$50K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC453$49.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.449$49.4K<0.01%-5813F-HRTimeline
Hamilton Point Investment Advisors, LLC408$44.9K0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC402$44.3K0.01%-11313F-HRTimeline
Friedenthal Financial401$44.2K0.02%-14713F-HRTimeline
SIMPLEX TRADING, LLC397$43.7K<0.01%+29013F-HRTimeline
FIL Ltdin group FIL Ltd393$43.3K<0.01%-2213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…393$43.3K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC366$40.3K<0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA356$39.2K0.02%new13F-HRTimeline
Innovative Advisory Group, LLC350$38.6K0.03%013F-HRTimeline
Allianz SEin group Allianz SE349$38.4K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.320$35.2K0.03%13F-HRTimeline
SOA Wealth Advisors, LLC.306$33.7K0.01%+113F-HRTimeline
Tidemark, LLC271$29.9K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC243$26.8K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.213$23.5K<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC183$20.2K0.02%13F-HRTimeline
Networth Advisors, LLC152$16.7K0.01%13F-HRTimeline
SageView Advisory Group, LLC145$16K<0.01%new13F-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
Key Financial Inc124$13.6K<0.01%013F-HRTimeline
LM Advisors LLC1,495$13.6K0.26%-12,07713F-HRTimeline
Quest 10 Wealth Builders, Inc.121$13.4K0.01%-85413F-HRTimeline
Bulwark Capital Corp119$13.1K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…101$11.1K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.97$10.7K<0.01%+2913F-HRTimeline
Atlantic Private Wealth, LLC92$10.2K0.01%-8913F-HRTimeline
WealthCollab, LLC91$10K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO86$9.47K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC72$7.93K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors70$7.71K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …66$7.27K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC64$7.05K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC49$5.4K<0.01%+2613F-HRTimeline
Physician Wealth Advisors, Inc.48$5.29K<0.01%013F-HRTimeline
New Millennium Group LLC47$5.19K<0.01%+4013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV39$4.3K<0.01%013F-HRTimeline
PMV Capital Advisers, LLC35$3.9K0.01%new13F-HRTimeline
Pflug Koory, LLC35$3.85K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.35$3.85K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA29$3.19K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC17$1.81K<0.01%+113F-HRTimeline
Addison Advisors LLC15$1.65K<0.01%013F-HRTimeline
Park Square Financial Group, LLC14$1.54K0.01%-313F-HRTimeline
Blue Trust, Inc.12$1.31K<0.01%-4013F-HRTimeline
PayPay Securities Corp11$1.21K0.04%+213F-HRTimeline
Breakwater Investment Management10$1.1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC7$819<0.01%-213F-HRTimeline
BLUELINE ADVISORS LLC7$780<0.01%13F-HRTimeline
Lloyd Advisory Services, LLC.5$554<0.01%new13F-HRTimeline
Vision Retirement, LLC4$441<0.01%13F-HRTimeline
HM PAYSON & CO3$331<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC3$331<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC3$330<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2$220<0.01%013F-HRTimeline
AFFINITY WEALTH LLC2$220<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$110<0.01%new13F-HRTimelineGroup
Founders Capital Management1$110<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$110<0.01%-313F-HRTimelineGroup
NFSG Corp0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.