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Disclosery

SHV ISHARES TR

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SHS (fund)

719 managers (726 13F filers) reported a position in SHV shares at 2025-03-31, 87,411,116 shares in all. 82 filers opened a position and 75 filers sold out during the quarter.

Managers
719
13F filers
726
New
82
Added
283
Reduced
271
Sold out
75
Shares held by filers
87,411,116

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BlackRock, Inc.in group BlackRock, Inc.15,500,747$1.71B0.04%+2,432,33913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,208,081$575M0.04%+48,84813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,838,638$424M0.1%-12,20213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,593,340$286M0.03%-62,42113F-HRTimelineGroup
LPL Financial LLC2,126,145$235M0.09%+218,18213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,831,952$202M0.02%+82,83513F-HRTimelineGroup
Wealthfront Advisers LLC1,534,178$169M0.45%+798,16713F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,518,005$168M1.69%+242,45513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,517,183$168M0.32%+305,74913F-HRTimeline
FMR LLCin group FMR LLC1,481,305$164M0.01%-3,736,21913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,416,054$156M0.06%+292,64813F-HRTimelineGroup
Marks Wealth, LLC1,410,201$156M57.18%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,266,215$140M0.03%-36,53613F-HRTimelineGroup
Betterment LLC1,118,795$124M0.29%-184,42913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,040,800$115M0.17%+202,70013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,014,955$112M0.18%+299,69413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,005,848$111M0.02%-11,73513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,015,487$111M-86,558Timeline
Hansen & Associates Financial Group, In…978,200$108M57.86%+321,38813F-HRTimeline
Ausdal Financial Partners, Inc.946,779$105M7.88%+843,15113F-HRTimeline
Wealthspire Retirement, LLC857,426$94.7M7.51%-333,35813F-HRTimeline
OAKWORTH CAPITAL, INC.817,751$90.3M6.29%+767,38213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC777,566$85.9M0.02%+39,49913F-HRTimelineGroup
Cetera Investment Advisers755,976$83.5M0.16%+53,48513F-HRTimeline
Trust Co711,174$78.6M9.33%+343,12113F-HRTimeline
Cambridge Investment Research Advisors,…674,451$74.5M0.25%-8,99013F-HRTimeline
True Link Financial Advisors, LLC632,153$69.8M5.21%+80,85413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC621,766$68.7M0.19%+566,80713F-HRTimelineGroup
GUIDANCE CAPITAL, INC610,366$67.2M20.53%+299,69113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP600,581$66.3M0.07%+30,21413F-HRTimelineGroup
Summit Financial, LLC586,507$64.8M1.82%new13F-HRTimeline
Townsend & Associates, Inc582,608$64.3M6.7%+69,04513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…571,849$63.2M0.05%-913,66413F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC565,089$62.4M0.06%+169,58613F-HRTimelineGroup
Cynosure Group, LLC559,842$61.8M8.52%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC534,087$59M0.12%+53,36313F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding487,797$53.9M-15,915Timeline
GM Advisory Group, LLC474,887$52.5M2.83%-16,38813F-HRTimeline
Acorns Advisers, LLC446,762$49.3M0.47%+25,57813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC421,013$46.5M0.07%+150,51713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC410,942$45.4M0.08%-73,29813F-HR/ATimelineGroup
Foundations Investment Advisors, LLC410,852$45.4M0.84%-4,75913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC407,767$45M0.03%+225,85013F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC407,132$45M0.48%+25,49213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA398,078$44M0.1%+30,23113F-HR/ATimelineGroup
HighTower Advisors, LLC397,472$43.9M0.06%+170,25013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…394,178$43.5M0.11%+23,10113F-HRTimelineGroup
Bulltick Wealth Management, LLC389,853$43.1M11.43%-473,77513F-HRTimeline
Americana Partners, LLC373,845$41.3M1.6%+132,45413F-HRTimeline
Client First Capital LLC356,518$39.4M20.18%+53,14513F-HRTimeline
Estate Counselors, LLC348,115$38.5M3.99%+337,69913F-HRTimeline
Advisory Services Network, LLC331,297$36.6M0.7%-3,80613F-HRTimeline
Family Manage LLC323,755$35.8M5.91%-47,16113F-HRTimeline
MML INVESTORS SERVICES, LLC317,429$35.1M0.12%-19,01513F-HRTimeline
BARINGS LLCin group BARINGS LLC301,611$33.3M0.83%new13F-HRTimelineGroup
White Lighthouse Investment Management …287,038$31.7M5.66%+32,44313F-HRTimeline
LaSalle St. Investment Advisors, LLC286,625$31.7M7.46%-83,07813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC274,618$30.3M0.01%-21,14213F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …272,883$30.1M0.46%+21,37313F-HRTimelineGroup
Northwest Quadrant Wealth Management, L…257,073$28.4M6.66%-45,48213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.253,564$28M0.06%+30,22613F-HRTimelineGroup
Steward Partners Investment Advisory, L…251,422$27.8M0.25%+81,58213F-HRTimeline
Crescent Grove Advisors, LLC250,177$27.6M2.88%+168,05413F-HRTimeline
Fund Evaluation Group, LLC250,128$27.6M1.19%-49,89413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC237,725$26.3M0.21%-94,15513F-HRTimeline
Legacy Advisory Services, LLC235,605$26M21.98%+213,84413F-HRTimeline
Janney Montgomery Scott LLC230,183$25.4M0.07%-13,38213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding227,093$25.1M+2,739Timeline
Sierra Legacy Group226,356$25M22.81%+31,68913F-HRTimeline
Allred Capital Management, LLC217,444$24M9.6%-6,49313F-HRTimeline
Able Wealth Management LLC205,206$22.7M13.44%+1,77613F-HRTimeline
Mullooly Asset Management, Inc.204,064$22.5M10.23%13F-HR/ATimeline
Sulzberger Capital Advisors, Inc.203,618$22.5M29.56%+138,85113F-HRTimeline
Delta Investment Management, LLC187,605$20.7M4.18%-12,38513F-HRTimeline
SIMON QUICK ADVISORS, LLC186,082$20.6M1.17%+113F-HRTimeline
Bull Oak Capital, LLC184,683$20.4M11.12%+53,96313F-HRTimeline
Strategic Point Investment Advisors, LLC183,300$20.2M3.37%+57613F-HRTimeline
Mascoma Wealth Management LLC182,375$20.1M5.02%+2,12513F-HRTimeline
OLD NATIONAL BANCORP /IN/181,596$20.1M0.53%-143,81713F-HRTimeline
Selway Asset Management180,770$20M8.24%+7,84513F-HRTimeline
Lee Financial Co179,394$19.8M3.03%-42,04313F-HRTimeline
IFP Advisors, Inc172,951$19.1M0.59%+6,30213F-HRTimeline
Gunma Bank,Ltd.170,000$18.8M6.05%013F-HRTimeline
Prime Capital Investment Advisors, LLC169,753$18.8M0.22%+166,15913F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC166,161$18.4M0.55%-610,38313F-HRTimeline
Seven Post Investment Office LP163,736$18.1M6.91%-1,87813F-HRTimeline
FLOW TRADERS U.S. LLC162,997$18M0.76%+104,78813F-HRTimeline
M. Kulyk & Associates, LLC162,118$17.9M4.1%-42,53913F-HRTimeline
Smithfield Trust Co157,571$17.4M0.87%-4,53413F-HRTimeline
Farther Finance Advisors, LLC155,017$17.1M0.44%+38,46713F-HRTimeline
Onyx Bridge Wealth Group LLC154,017$17M2.44%+28,89513F-HRTimeline
Presidio Capital Management, LLC149,156$16.5M6.87%+11,26213F-HRTimeline
GFS Advisors, LLC147,584$16.3M3.27%+2,99813F-HRTimeline
Financial Engines Advisors L.L.C.147,015$16.2M0.03%-6,51113F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding146,927$16.2M-33,093Timeline
Fairvoy Private Wealth, LLC143,671$15.9M4.36%+26,12513F-HRTimeline
COMERICA BANK138,231$15.3M0.06%-34,76113F-HRTimeline
AMG National Trust Bank132,675$14.7M0.41%+85,51813F-HRTimeline
FUTURE YOU WEALTH LLC129,205$14.3M9.14%+8,36813F-HRTimeline
AdvisorNet Financial, Inc125,400$13.9M1.03%+25,20013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC124,147$13.7M10.4%+28,57013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP120,599$13.3M0.23%+70,16113F-HRTimeline
MAYPORT, LLC116,821$12.9M3.56%-84113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS116,188$12.8M0.01%-53,70613F-HRTimelineGroup
SG Americas Securities, LLC115,585$12.8M0.04%+10,76813F-HRTimeline
Trajan Wealth LLC115,120$12.7M0.69%-41,65813F-HRTimeline
One Day In July LLC114,325$12.6M1.26%-1,13513F-HRTimeline
Winch Advisory Services, LLC113,908$12.6M3.33%+70713F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.112,841$12.5M0.14%-141,48313F-HRTimelineGroup
Creative Planningin group Creative Planning112,565$12.4M0.01%-9,66013F-HRTimelineGroup
Apex Wealth Management, LLC111,742$12.3M11.1%+89,75813F-HRTimeline
STABLEFORD CAPITAL II LLC110,795$12.2M5.17%-9,33713F-HRTimeline
Heck Capital Advisors, LLC109,904$12.1M1.37%+42,26113F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC109,405$12.1M6.9%-3,94313F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.107,750$11.9M7.96%013F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC105,057$11.6M9.37%+7,72713F-HRTimeline
Norris Financial Group, LLC104,575$11.6M5.39%new13F-HRTimeline
Sierra Capital LLC103,156$11.4M1.37%-5,75913F-HRTimeline
KWMG, LLC103,062$11.4M1.16%-1,83013F-HRTimeline
Mariner, LLCin group Mariner, LLC100,335$11.1M0.02%+13,61713F-HRTimelineGroup
GatePass Capital, LLC100,185$11.1M8.29%+27,30013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…97,709$10.8M0.2%+15,74013F-HRTimelineGroup
Farringdon Capital, Ltd.95,053$10.5M5.3%-31113F-HRTimeline
WEDBUSH SECURITIES INC93,928$10.4M0.38%+32,01013F-HRTimeline
Paulson Wealth Management Inc.93,675$10.3M2.91%+2,39513F-HRTimeline
NewEdge Advisors, LLC92,891$10.3M0.06%+40,18013F-HRTimeline
Chicago Wealth Management, Inc.92,421$10.2M5.35%new13F-HRTimeline
Integrated Wealth Concepts LLC91,637$10.1M0.12%-43013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP91,404$10.1M0.02%-39,58713F-HRTimelineGroup
Whalen Wealth Management Inc.91,201$10.1M6.72%-171,47713F-HRTimeline
Mader & Shannon Wealth Management, Inc.90,701$10M5.72%-55,56513F-HRTimeline
Alpha Zero LLC89,611$9.9M7.54%-46,50213F-HRTimeline
Arete Wealth Advisors, LLC89,527$9.89M0.76%+37,67013F-HRTimeline
Proficio Capital Partners LLC89,291$9.85M0.76%-2,65013F-HRTimeline
MinichMacGregor Wealth Management, LLC87,009$9.61M2.15%+10,24413F-HRTimeline
KFA Private Wealth Group, LLC86,587$9.56M3.35%+2,08413F-HRTimeline
Kraft, Davis & Associates, LLC86,152$9.51M3.07%new13F-HRTimeline
Atria Wealth Solutions, Inc.85,968$9.5M0.11%+1,14113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC81,770$9.03M0.31%+12,49213F-HRTimeline
CWM, LLCin group CWM, LLC81,377$8.99M0.04%-12,56013F-HRTimelineGroup
WEALTH ALLIANCE, LLC80,853$8.93M1.08%+57,97613F-HRTimeline
Meridian Wealth Management, LLC78,711$8.69M0.42%-4,41913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC77,283$8.54M2.01%+5,95413F-HRTimeline
Main Street Financial Solutions, LLC75,445$8.33M0.72%+13,01713F-HRTimeline
Independent Solutions Wealth Management…74,013$8.18M1.83%+4,66713F-HRTimeline
Climber Capital SA102,815$8.04M6.33%+5,82013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.71,863$7.92M3.43%-2,52513F-HRTimeline
American Investment Services, Inc.71,507$7.9M1.39%+30,07413F-HRTimeline
Private Advisor Group, LLC71,415$7.89M0.05%+2,48313F-HRTimeline
LOWE BROCKENBROUGH & CO INC70,213$7.76M0.51%-5,05013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.68,310$7.55M3.17%+2,09513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding66,236$7.32M-3,546Timeline
Csenge Advisory Group65,773$7.26M0.41%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC62,832$6.94M0.19%-18,74913F-HRTimeline
Adaptive Financial Consulting, LLC62,690$6.92M2.97%+6913F-HRTimeline
AXS Investments LLC62,188$6.87M1.9%+9,57813F-HRTimeline
RIA Advisory Group LLC61,545$6.8M2.21%+51,45313F-HRTimeline
Capital Wealth Alliance, LLC60,788$6.71M4.01%-2,15813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC59,648$6.59M2.13%-18,03813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\58,598$6.47M0.01%-2,38813F-HRTimelineGroup
Parallel Advisors, LLC58,078$6.42M0.15%+55213F-HRTimeline
DAVENPORT & Co LLC57,639$6.37M0.04%+64513F-HRTimeline
Mutual Advisors, LLC57,500$6.35M0.18%+3,46413F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.56,559$6.25M2.7%-13913F-HRTimeline
U.S. Capital Wealth Advisors, LLC54,494$6.02M0.18%+5,44713F-HRTimeline
Ridgewood Investments LLC54,484$6.02M2.81%-11,37413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC54,391$5.99M1.35%-4,34913F-HRTimeline
B. Riley Wealth Advisors, Inc.54,041$5.97M0.18%-11,42613F-HRTimeline
VanWeelden Wealth Management, LLC53,983$5.96M5.31%+8,72613F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC53,640$5.93M0.3%-10,97313F-HRTimelineGroup
Rock Creek Group LLCin group Rock Creek Group LLC53,006$5.85M0.69%+26,50313F-HRTimelineGroup
UNITED BANK52,335$5.78M0.74%-2,88213F-HRTimeline
Elevation Capital Advisory, LLC51,496$5.69M2.48%new13F-HRTimeline
Clear Creek Financial Management, LLC50,758$5.61M0.58%+6,66413F-HRTimeline
OLD MISSION CAPITAL LLC49,322$5.45M0.11%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT49,108$5.42M0.16%+35013F-HRTimeline
MAI Capital Management49,003$5.41M0.04%+12,26213F-HRTimeline
Midwest Professional Planners, LTD.48,389$5.35M1.66%+22,92313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC48,270$5.33M0.05%new13F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC47,823$5.28M0.08%+7,53413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV47,339$5.23M0.01%+5,78013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/47,064$5.2M<0.01%-24,14813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC46,653$5.15M<0.01%-14,12313F-HRTimelineGroup
SCOTIA CAPITAL INC.46,219$5.11M0.03%+4,81913F-HRTimeline
CoreCap Advisors, LLC45,763$5.05M0.22%-4,97113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP44,845$4.95M<0.01%+24,77213F-HR/ATimelineGroup
Net Worth Advisory Group44,374$4.9M1.54%-10,79013F-HRTimeline
Weaver Consulting Group44,182$4.88M1.47%-6213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.43,189$4.77M0.61%-11513F-HRTimeline
Institute for Wealth Management, LLC.43,188$4.77M0.61%+5,61413F-HRTimeline
Atria Investments, Inc43,083$4.76M0.06%-10,31013F-HRTimeline
Hixon Zuercher, LLC42,975$4.75M1.67%+2,85513F-HRTimeline
CIBC WORLD MARKET INC.42,353$4.68M0.01%+36,14813F-HRTimeline
ADVISORY RESEARCH INC42,103$4.65M0.82%-9,98513F-HRTimeline
EFG Private Wealth Management (Americas…41,738$4.61M0.93%+7,93413F-HRTimeline
IronBridge Private Wealth, LLC41,527$4.59M1.81%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management40,276$4.45M0.14%+4,41313F-HRTimelineGroup
Keystone Financial Group, Inc.39,987$4.4M3.1%-4,47113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/39,746$4.39M0.91%+99513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.39,315$4.34M0.03%-11,85813F-HRTimeline