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Disclosery

SHV ISHARES TR

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SHS (fund)

736 managers (743 13F filers) reported a position in SHV shares at 2026-03-31, 90,585,823 shares in all. 83 filers opened a position and 57 filers sold out during the quarter.

Managers
736
13F filers
743
New
83
Added
279
Reduced
278
Sold out
57
Shares held by filers
90,585,823

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Baker Ellis Asset Management LLC2,450$270K0.03%013F-HRTimeline
Vermillion & White Wealth Management Gr…2,450$270K0.16%013F-HR/ATimeline
Sugar Maple Asset Management, LLC2,443$270K0.16%013F-HRTimeline
CENTRAL TRUST Co2,434$269K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,432$268K0.03%+1,43413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,359$260K0.01%+16813F-HRTimeline
HOWARD BAILEY SECURITIES, LLC2,359$260K0.11%new13F-HRTimeline
Merited Wealth, LLC2,339$258K0.21%+27113F-HRTimeline
Samara Investment Management, LLC2,338$258K0.27%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,317$256K<0.01%013F-HRTimelineGroup
Tanager Wealth Management LLP2,300$254K0.02%013F-HRTimeline
Omnitrust Wealth Management, Inc2,267$250K0.32%-23913F-HRTimeline
Innovative Wealth Building LLC2,215$245K0.17%new13F-HRTimeline
Trek Financial, LLC2,201$243K0.01%-30013F-HRTimeline
Arax Advisory Partners2,197$243K0.01%-6,70713F-HRTimeline
Gladstone Institutional Advisory LLC2,182$241K0.01%-12413F-HRTimeline
Crane Advisory, LLC2,144$236K0.04%-96613F-HRTimeline
GC Wealth Management RIA, LLC2,107$233K0.01%+6313F-HRTimeline
Summit Wealth Partners, LLC2,107$233K0.04%-10813F-HRTimeline
Daner Wealth Management, LLC2,100$231K0.14%013F-HRTimeline
Wedmont Private Capital2,088$230K0.01%013F-HRTimeline
Koshinski Asset Management, Inc.2,079$230K0.01%-2913F-HRTimeline
Laurel Wealth Advisors LLC2,075$229K0.02%+1,30013F-HRTimeline
Significant Wealth Partners LLC2,052$227K0.28%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,029$224K0.02%new13F-HRTimelineGroup
Wealth Management Associates, Inc.2,000$221K0.08%013F-HRTimeline
Salomon & Ludwin, LLC1,995$220K0.02%+213F-HRTimeline
WealthCare Investment Partners, LLC1,975$218K0.06%+1113F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC1,960$216K0.14%new13F-HRTimeline
International Private Wealth Advisors L…1,946$215K0.13%new13F-HRTimeline
Lauterbach Financial Advisors, LLC1,943$215K0.1%+1113F-HRTimeline
Charter Oak Capital Management, LLC1,943$214K0.02%-31313F-HRTimeline
BridgePort Financial Solutions, LLC1,940$214K0.06%-28913F-HRTimeline
Integrity Advisory Solutions, LLC1,905$210K0.03%new13F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC1,888$208K0.1%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC1,879$207K0.09%new13F-HR/ATimeline
Walkner Condon Financial Advisors LLC1,863$206K0.03%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC1,863$206K0.09%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,855$204K0.01%-57513F-HR/ATimeline
Smith Salley Wealth Management1,840$203K0.01%013F-HRTimeline
Sound Portfolio Advisors, LLC1,825$201K0.16%013F-HRTimeline
StrongBox Wealth, LLC1,820$201K0.06%new13F-HRTimeline
Investors Research Corp1,673$185K0.04%+5013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,566$173K0.15%+1,44513F-HRTimeline
Geneos Wealth Management Inc.1,560$172K<0.01%+69313F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,450$160K0.06%new13F-HRTimeline
Gould Capital, LLC1,359$150K0.09%-31,93013F-HRTimeline
Global Assets Advisory, LLC5,400$142K0.04%new13F-HRTimeline
Wealth Preservation Advisors, LLC1,224$135K0.11%-41913F-HRTimeline
Sound Income Strategies, LLC1,206$133K0.01%+1,19913F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,143$126K<0.01%-5313F-HRTimelineGroup
IMA Advisory Services, Inc.1,123$124K0.01%-21,67513F-HRTimeline
Networth Advisors, LLC1,112$123K0.09%+96013F-HRTimeline
Friedenthal Financial1,083$120K0.06%+68213F-HRTimeline
WealthShield Partners, LLC1,047$116K0.01%new13F-HRTimeline
Peck Wealth Management, LLC1,035$114K0.11%013F-HRTimeline
Front Row Advisors LLC1,021$113K0.04%013F-HRTimeline
FMR LLCin group FMR LLC970$107K<0.01%-1,67613F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC923$102K<0.01%+47013F-HR/ATimeline
BITTERROOT CAPITAL ADVISORS LLC922$102K0.06%013F-HRTimeline
Rossby Financial, LCC871$95.9K0.02%-68813F-HRTimeline
Ares Financial Consulting, LLC860$94.7K0.07%new13F-HRTimeline
Anchor Investment Management, LLC846$93.4K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC723$79.8K0.01%013F-HRTimeline
Stone House Investment Management, LLC704$77.7K0.01%+4113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC689$76K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC655$72.3K<0.01%-5,35213F-HRTimeline
RHL GROUP, LLC568$62.7K0.05%new13F-HRTimeline
Smartleaf Asset Management LLC568$62.7K<0.01%-713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD526$58.1K0.03%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources516$57K<0.01%new13F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC500$55.2K<0.01%013F-HRTimelineGroup
Hoese & Co LLP480$53K0.04%013F-HRTimeline
Noble Wealth Management PBC465$51.3K0.03%-1213F-HRTimeline
HARBOUR INVESTMENTS, INC.456$50.4K<0.01%+713F-HRTimeline
EPG Wealth Management LLC454$50.2K0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.440$48.6K<0.01%new13F-HRTimelineGroup
Portfolio Resources Advisor Group, Inc.416$45.9K0.05%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC408$45K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC402$44.4K0.01%013F-HRTimeline
Aventura Private Wealth, LLC400$44.2K0.02%-45013F-HRTimeline
Evergreen Advisors, LLC390$43.1K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…376$41.5K<0.01%-61713F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC366$40.4K<0.01%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC338$37.3K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.326$36K0.03%+613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…313$34.6K<0.01%-65013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…314$34.6K<0.01%-7913F-HRTimeline
SOA Wealth Advisors, LLC.306$33.8K0.01%013F-HRTimeline
Tidemark, LLC271$29.9K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC243$26.8K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC201$22.2K0.01%+15213F-HRTimeline
Dunhill Financial, LLC179$19.8K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.160$17.7K<0.01%+11213F-HRTimeline
Gen-Wealth Partners Inc155$17.1K0.01%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
Bulwark Capital Corp119$13.1K0.01%013F-HRTimeline
LM Advisors LLC1,401$12.7K0.21%-9413F-HRTimeline
Nvest Wealth Strategies, Inc.108$11.9K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO86$9.49K<0.01%013F-HRTimelineGroup
Mosley Wealth Management85$9.39K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC78$8.65K<0.01%13F-HRTimelineGroup
Financial Network Wealth Advisors LLC72$7.95K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors70$7.73K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC66$7.3K<0.01%new13F-HRTimeline
Asset Dedication, LLC64$7.07K<0.01%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…479,208$4.84K<0.01%+474,86313F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp42$4.64K<0.01%-88713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV39$4.3K<0.01%013F-HRTimeline
Pflug Koory, LLC35$3.86K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.35$3.86K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC30$3.31K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA29$3.2K<0.01%013F-HRTimeline
Key Financial Inc26$2.83K<0.01%-9813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC24$2.66K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC16$1.79K<0.01%-113F-HRTimeline
Addison Advisors LLC15$1.66K<0.01%013F-HRTimeline
Basepoint Wealth LLC12$1.32K<0.01%new13F-HRTimeline
Blue Trust, Inc.12$1.32K<0.01%013F-HRTimeline
MATHER GROUP, LLC.11$1.21K<0.01%new13F-HRTimeline
Breakwater Investment Management10$1.1K<0.01%013F-HRTimeline
PayPay Securities Corp8$8820.03%-313F-HRTimeline
BLUELINE ADVISORS LLC7$753<0.01%013F-HRTimeline
Windsor Advisory Group, LLC6$662<0.01%new13F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC6$662<0.01%new13F-HRTimeline
Vision Retirement, LLC4$442<0.01%013F-HRTimeline
Capital Advisor Network LLC4$442<0.01%13F-HR/ATimeline
WOLFF WIESE MAGANA LLC3$332<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC3$331<0.01%013F-HRTimeline
Park Square Financial Group, LLC3$331<0.01%-1113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$110<0.01%013F-HRTimelineGroup
Founders Capital Management1$110<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$110<0.01%013F-HRTimelineGroup
Destiny Wealth Partners, LLC0$50<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.