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Disclosery

SHV ISHARES TR

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SHS (fund)

716 managers (724 13F filers) reported a position in SHV shares at 2024-12-31, 82,669,723 shares in all. 62 filers opened a position and 54 filers sold out during the quarter.

Managers
716
13F filers
724
New
62
Added
248
Reduced
269
Sold out
54
Shares held by filers
82,669,723

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BlackRock, Inc.in group BlackRock, Inc.13,068,408$1.44B0.03%+4,833,77513F-HRTimelineGroup
FMR LLCin group FMR LLC5,217,524$575M0.03%+3,147,53413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,159,233$568M0.04%-1,097,76413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,850,840$424M0.1%+137,45513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,655,761$292M0.03%-472,04113F-HRTimelineGroup
LPL Financial LLC1,907,963$210M0.09%+120,70613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,749,117$193M0.02%-7,282,41513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,485,513$164M0.14%+1,315,06513F-HRTimelineGroup
Betterment LLC1,303,224$143M0.34%-95,26813F-HRTimeline
UBS Group AGin group UBS Group AG1,302,751$143M0.03%-570,58013F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,275,550$142M1.49%-411,02913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,211,434$133M0.26%+121,07113F-HR/ATimeline
Wealthspire Retirement, LLC1,190,784$131M10.35%+24,74413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,123,406$124M0.05%13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,102,045$121M-179,875Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,017,583$112M0.02%-155,99013F-HRTimelineGroup
Bulltick Wealth Management, LLC863,628$95.1M22.41%+215,33813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC838,100$92.3M0.14%+82,00013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC776,544$85.5M2.44%-236,46913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC738,067$81.4M0.02%-60,78013F-HRTimelineGroup
Wealthfront Advisers LLC736,011$81M0.24%-511,66713F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP715,261$78.8M0.12%-176,02913F-HRTimelineGroup
Cetera Investment Advisers702,491$77.4M0.16%-3,47813F-HRTimeline
Cambridge Investment Research Advisors,…683,441$75.3M0.25%-156,36513F-HRTimeline
Hansen & Associates Financial Group, In…656,812$72.3M36.84%-21,85713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP570,367$62.8M0.07%-28,68813F-HRTimelineGroup
Cynosure Group, LLC559,842$61.6M9.21%-90713F-HRTimeline
True Link Financial Advisors, LLC551,299$60.7M5.1%+32,86213F-HRTimeline
Federation des caisses Desjardins du Qu…530,058$58.4M0.3%+16,24013F-HRTimeline
Townsend & Associates, Inc513,563$56.7M5.8%+11,83613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding503,712$55.5M+154,954Timeline
GM Advisory Group, LLC491,275$54.1M2.99%+54,79913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC484,240$53.3M0.09%+366,21013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC480,724$52.9M0.11%+5,42313F-HRTimelineGroup
Acorns Advisers, LLC421,184$46.4M0.45%+5,16913F-HRTimeline
Foundations Investment Advisors, LLC415,611$45.8M0.88%-48,48013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC395,503$43.5M0.04%+39,14113F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC381,640$42M0.47%-8,23013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…371,077$40.9M0.11%+4,69613F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC369,703$40.7M12.62%-7,09013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA367,847$40.6M0.07%-1,489,98513F-HR/ATimelineGroup
Trust Co368,053$40.5M4.64%+2,53313F-HRTimeline
Family Manage LLC370,916$40.4M6.55%-16,13313F-HRTimeline
EIGHT 31 FINANCIAL, LLC355,909$39.2M29.43%new13F-HRTimeline
MML INVESTORS SERVICES, LLC336,444$37M0.13%-39,45613F-HRTimeline
Advisory Services Network, LLC335,103$36.9M0.69%-68,56313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC331,880$36.5M0.31%+2,59813F-HRTimeline
OLD NATIONAL BANCORP /IN/325,413$35.8M0.85%-61,46013F-HRTimeline
GUIDANCE CAPITAL, INC310,675$34.3M10.5%+193,29113F-HRTimeline
Global Retirement Partners, LLC310,465$34.2M0.98%-12,21213F-HRTimeline
Client First Capital LLC303,373$33.4M17.17%-4,67513F-HRTimeline
Northwest Quadrant Wealth Management, L…302,555$33.3M7.58%+4,08613F-HRTimeline
Fund Evaluation Group, LLC300,022$33M1.54%+1,73913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC295,760$32.6M0.01%+98,73213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC270,496$29.8M0.04%+105,83813F-HRTimeline
Whalen Wealth Management Inc.262,678$28.9M20.04%+214,28013F-HRTimeline
White Lighthouse Investment Management …254,595$28M4.93%+48,77213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.254,324$28M0.34%+27,11113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …251,510$27.7M0.41%-30,56413F-HRTimelineGroup
Janney Montgomery Scott LLC243,565$26.8M0.07%-1,43513F-HRTimeline
Americana Partners, LLC241,391$26.6M1.09%-54,94013F-HRTimeline
HighTower Advisors, LLC227,222$25M0.03%+87,66713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding224,354$24.7M+56,695Timeline
Allred Capital Management, LLC223,937$24.7M9.54%-12,24013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.223,338$24.5M0.05%-137,67313F-HR/ATimelineGroup
Lee Financial Co221,437$24.4M3.42%-2,87213F-HRTimeline
M. Kulyk & Associates, LLC204,657$22.5M4.88%+4,79913F-HRTimeline
Able Wealth Management LLC203,430$22.4M14.73%+17,21013F-HRTimeline
Delta Investment Management, LLC199,990$22M4.29%-21,63013F-HRTimeline
Sierra Legacy Group194,667$21.4M19.72%13F-HRTimeline
SIMON QUICK ADVISORS, LLC186,081$20.5M1.23%+1213F-HRTimeline
Strategic Point Investment Advisors, LLC182,724$20.1M3.28%+4,16813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC181,917$20M0.01%+66,13713F-HRTimelineGroup
Mascoma Wealth Management LLC180,250$19.8M4.98%-4,45813F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…180,020$19.8M3.15%+81,97713F-HRTimelineGroup
COMERICA BANK172,992$19M0.08%+31,38613F-HR/ATimeline
Selway Asset Management172,925$19M7.48%+10,62513F-HR/ATimeline
Gunma Bank,Ltd.170,000$18.7M6.18%+90,00013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS169,894$18.7M0.01%+32,30113F-HRTimelineGroup
Steward Partners Investment Advisory, L…169,840$18.7M0.17%-85,61313F-HRTimeline
IFP Advisors, Inc166,649$18.3M0.6%+15,86913F-HRTimeline
Seven Post Investment Office LP165,614$18.2M6.98%+8,63513F-HRTimeline
Smithfield Trust Co162,105$17.9M0.89%+11,08613F-HRTimeline
Trajan Wealth LLC156,778$17.3M0.96%-13,86513F-HRTimeline
Financial Engines Advisors L.L.C.153,526$16.9M0.04%-8,20713F-HRTimeline
Mader & Shannon Wealth Management, Inc.146,266$16.1M9.96%-42,40513F-HRTimeline
GFS Advisors, LLC144,586$15.9M2.42%+55,68513F-HRTimeline
Presidio Capital Management, LLC137,894$15.2M8.13%-2,00913F-HRTimeline
Alpha Zero LLC136,113$15M11.45%13F-HRTimeline
Bull Oak Capital, LLC130,720$14.4M8%+98,94813F-HRTimeline
Strategic Wealth Partners, Ltd.130,539$14.4M1.19%-6,26613F-HRTimeline
Onyx Bridge Wealth Group LLC125,122$13.8M1.98%-25,59513F-HRTimeline
Creative Planningin group Creative Planning122,225$13.5M0.01%-59,74213F-HRTimelineGroup
FUTURE YOU WEALTH LLC120,837$13.3M9.42%13F-HRTimeline
STABLEFORD CAPITAL II LLC120,132$13.2M5.23%+42,74013F-HRTimeline
MAYPORT, LLC117,662$13M3.82%+15,32513F-HRTimeline
Fairvoy Private Wealth, LLC117,546$12.9M3.44%13F-HRTimeline
Farther Finance Advisors, LLC116,550$12.8M0.46%+104,20013F-HRTimeline
One Day In July LLC115,460$12.7M1.33%-6,75913F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC113,348$12.5M6.68%-28,11113F-HRTimeline
Winch Advisory Services, LLC113,201$12.5M3.24%-3,99413F-HRTimeline
Silicon Valley Capital Partners111,965$12.3M1.38%+111,93113F-HRTimeline
Sierra Capital LLC108,915$12M1.42%+81,32913F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.107,750$11.9M7.62%013F-HRTimeline
KWMG, LLC104,892$11.5M1.19%+1,69913F-HRTimeline
SG Americas Securities, LLC104,817$11.5M0.05%new13F-HRTimeline
Ausdal Financial Partners, Inc.103,628$11.4M0.99%-579,91813F-HRTimeline
AdvisorNet Financial, Inc100,200$11M0.92%+28,37813F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC97,330$10.7M8.38%-15,26013F-HRTimeline
RFG Advisory, LLC97,308$10.7M0.3%+81,74013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC95,577$10.5M8.88%+30,04613F-HRTimeline
Farringdon Capital, Ltd.95,364$10.5M4.34%13F-HRTimeline
CWM, LLCin group CWM, LLC93,937$10.3M0.04%+9,57713F-HRTimelineGroup
Integrated Wealth Concepts LLC92,067$10.1M0.12%-15,59213F-HRTimeline
Proficio Capital Partners LLC91,941$10.1M0.82%+56,88213F-HR/ATimeline
Paulson Wealth Management Inc.91,280$10.1M2.74%+5,02613F-HRTimeline
GTS SECURITIES LLC91,218$10M0.49%-14,68813F-HRTimeline
Archford Capital Strategies, LLC87,734$9.66M1.46%-9,53013F-HRTimeline
Mariner, LLCin group Mariner, LLC86,718$9.55M0.02%-7,04713F-HRTimelineGroup
Atria Wealth Solutions, Inc.84,827$9.34M0.1%+17,09313F-HRTimeline
KFA Private Wealth Group, LLC84,503$9.3M3.9%-8,45013F-HRTimeline
Meridian Wealth Management, LLC83,130$9.15M0.43%+42,72413F-HRTimeline
Crescent Grove Advisors, LLC82,123$9.04M0.9%+36,51313F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…81,969$9.03M0.12%-23,42313F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC81,581$8.98M0.25%-1,19713F-HRTimeline
Climber Capital SA96,995$8.96M7.38%13F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC78,441$8.64M7.22%+33,10913F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC77,686$8.55M0.91%-21,53513F-HRTimeline
MinichMacGregor Wealth Management, LLC76,765$8.45M1.76%+17713F-HRTimeline
LOWE BROCKENBROUGH & CO INC75,263$8.29M0.53%-3,02013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.74,388$8.2M3.77%-6013F-HRTimeline
GatePass Capital, LLC72,885$8.03M8.75%13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC71,329$7.85M1.93%-4,47613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/71,212$7.84M<0.01%+26,42213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding69,782$7.68M+26,133Timeline
SFMG, LLC69,745$7.68M0.61%new13F-HRTimeline
Independent Solutions Wealth Management…69,346$7.64M1.67%+50,37213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC69,278$7.63M0.25%-2,45513F-HRTimeline
Private Advisor Group, LLC68,932$7.59M0.04%-28,57313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC67,689$7.45M0.01%-114,45713F-HRTimelineGroup
Heck Capital Advisors, LLC67,643$7.45M0.85%-4,00713F-HR/ATimeline
MORRIS FINANCIAL CONCEPTS, INC.66,215$7.29M3.13%+3,59613F-HRTimeline
Ridgewood Investments LLC65,858$7.25M3.5%+1,31413F-HRTimeline
B. Riley Wealth Advisors, Inc.65,467$7.21M0.24%-1,43413F-HRTimeline
Sulzberger Capital Advisors, Inc.64,767$7.13M8.14%13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC64,613$7.11M0.36%+15,27113F-HRTimelineGroup
Capital Wealth Alliance, LLC62,946$6.93M3.93%-28,50313F-HRTimeline
Adaptive Financial Consulting, LLC62,621$6.9M2.86%013F-HRTimeline
Main Street Financial Solutions, LLC62,428$6.87M0.68%+21,83713F-HRTimeline
WEDBUSH SECURITIES INC61,918$6.82M0.24%-6,95413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\60,986$6.72M0.01%-4,74813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC60,776$6.69M0.01%+92613F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC58,814$6.48M5.39%-15213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC58,740$6.47M1.35%-7,85713F-HRTimeline
FLOW TRADERS U.S. LLC58,209$6.41M0.26%-70,14913F-HRTimeline
Parallel Advisors, LLC57,526$6.33M0.14%-5,07313F-HRTimeline
DAVENPORT & Co LLC56,994$6.28M0.04%+36,89913F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.56,698$6.24M2.76%+36213F-HRTimeline
Dynamic Advisor Solutions LLC56,126$6.18M0.27%+15,75713F-HRTimeline
Private Advisory Group LLC55,616$6.12M0.69%+37,00313F-HR/ATimeline
UNITED BANK55,217$6.08M0.72%+32313F-HRTimeline
Net Worth Advisory Group55,164$6.07M1.84%+15,35313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers55,079$6.07M0.01%-14,32213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC54,959$6.05M0.02%+2,31013F-HRTimelineGroup
Mutual Advisors, LLC54,036$5.96M0.17%+3,06913F-HRTimeline
Atria Investments, Inc53,393$5.88M0.07%-19,92413F-HRTimeline
D.A. DAVIDSON & CO.52,734$5.81M0.05%new13F-HRTimeline
NewEdge Advisors, LLC52,711$5.8M0.03%+21,56513F-HRTimeline
AXS Investments LLC52,610$5.79M1.61%new13F-HRTimeline
Clearstead Advisors, LLC52,532$5.78M0.09%-67213F-HRTimeline
ADVISORY RESEARCH INC52,088$5.74M0.95%+9,99013F-HRTimeline
Arete Wealth Advisors, LLC51,857$5.71M0.41%-33,08313F-HRTimeline
SOL Capital Management CO51,817$5.71M0.64%-1,56013F-HRTimeline
Laidlaw Wealth Management LLC51,675$5.69M2.48%+9,58613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.51,173$5.63M0.04%-8,93813F-HRTimeline
CoreCap Advisors, LLC50,734$5.59M0.25%-18,30313F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP50,438$5.55M0.15%-110,53113F-HRTimeline
OAKWORTH CAPITAL, INC.50,369$5.55M0.38%+11,53913F-HRTimeline
AE Wealth Management LLC49,285$5.43M0.05%+4,81213F-HRTimeline
U.S. Capital Wealth Advisors, LLC49,047$5.4M0.17%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT48,758$5.37M0.16%-68113F-HRTimeline
Virtus Family Office LLC48,334$5.32M6.67%+40,52513F-HRTimeline
AMG National Trust Bank47,157$5.19M0.14%+2,91013F-HRTimeline
VanWeelden Wealth Management, LLC45,257$4.98M4.5%13F-HRTimeline
Keystone Financial Group, Inc.44,458$4.9M3.96%13F-HRTimeline
Weaver Consulting Group44,244$4.87M1.5%-1,71713F-HRTimeline
Clear Creek Financial Management, LLC44,094$4.86M0.52%+23,98213F-HRTimeline
TBH Global Asset Management, LLC43,708$4.81M1.14%+6,48013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.43,304$4.77M0.57%-67013F-HRTimeline
Heartland Bank & Trust Co42,727$4.7M2.56%-4,00413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC41,813$4.6M0.14%+2,04713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV41,559$4.58M0.01%-5,80413F-HRTimeline
American Investment Services, Inc.41,433$4.56M0.81%+7,87313F-HR/ATimeline
SCOTIA CAPITAL INC.41,400$4.56M0.02%+8,42013F-HRTimeline
SBI Securities Co., Ltd.41,341$4.55M0.14%13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…41,139$4.53M1.67%-3,63413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC40,289$4.44M0.08%+5,71913F-HRTimelineGroup
Hixon Zuercher, LLC40,120$4.42M1.7%+1,97313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding39,559$4.36M+7,790Timeline
Sanctuary Advisors, LLC38,790$4.29M0.03%-2,67213F-HRTimeline