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Disclosery

SHV ISHARES TR

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SHS (fund)

710 managers (716 13F filers) reported a position in SHV shares at 2025-06-30, 86,847,977 shares in all. 60 filers opened a position and 69 filers sold out during the quarter.

Managers
710
13F filers
716
New
60
Added
290
Reduced
263
Sold out
69
Shares held by filers
86,847,977

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BlackRock, Inc.in group BlackRock, Inc.16,205,811$1.79B0.03%+705,06413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,852,727$646M0.04%+644,64613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,571,376$505M0.11%+732,73813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,172,414$350M0.03%+579,07413F-HRTimelineGroup
LPL Financial LLC2,153,540$238M0.08%+27,39513F-HRTimeline
UBS Group AGin group UBS Group AG1,935,717$214M0.04%+669,50213F-HRTimelineGroup
Wealthfront Advisers LLC1,782,762$197M0.51%+248,58413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,671,245$185M0.01%-160,70713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,576,192$174M0.06%+160,13813F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,544,694$170M1.54%+26,68913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,462,732$161M0.27%-54,45113F-HRTimeline
Wealthspire Retirement, LLC1,245,522$138M9.09%+388,09613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,114,512$123M+99,025Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,007,841$111M0.02%+1,99313F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC883,796$97.6M0.14%+783,46113F-HRTimelineGroup
Betterment LLC865,310$95.5M0.2%-253,48513F-HRTimeline
Hansen & Associates Financial Group, In…846,220$93.4M50.72%-131,98013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP743,105$82.1M0.12%-271,85013F-HRTimelineGroup
Cetera Investment Advisers725,115$80.1M0.14%-30,86113F-HRTimeline
Trust Co723,437$79.9M9.01%+12,26313F-HRTimeline
Ausdal Financial Partners, Inc.711,846$78.6M5.24%-234,93313F-HRTimeline
OAKWORTH CAPITAL, INC.679,028$75M4.83%-138,72313F-HRTimeline
True Link Financial Advisors, LLC657,201$72.6M5.01%+25,04813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC650,493$71.8M0.17%+28,72713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP630,394$69.6M0.07%+29,81313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…620,211$68.5M0.05%+48,36213F-HRTimelineGroup
Townsend & Associates, Inc592,402$65.4M6.48%+9,79413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC589,454$65.1M0.02%-188,11213F-HRTimelineGroup
Cynosure Group, LLC559,842$61.8M7%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC534,256$59M0.11%+16913F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding522,828$57.7M+35,031Timeline
Marks Wealth, LLC480,919$53.1M17.22%-929,28213F-HRTimeline
Foundations Investment Advisors, LLC462,863$51.1M0.81%+52,01113F-HRTimeline
Acorns Advisers, LLC449,639$49.6M0.43%+2,87713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…425,884$48.9M0.11%+31,70613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC420,770$46.5M0.06%-24313F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA381,309$42.1M0.09%-16,76913F-HRTimelineGroup
Client First Capital LLC370,916$41M19.23%+14,39813F-HRTimeline
Bulltick Wealth Management, LLC349,894$38.6M9.53%-39,95913F-HRTimeline
MML INVESTORS SERVICES, LLC344,915$38.1M0.11%+27,48613F-HRTimeline
Family Manage LLC339,450$37.5M5.69%+15,69513F-HRTimeline
Americana Partners, LLC333,276$36.8M1.27%-40,56913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC327,572$36.2M0.02%-80,19513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.323,101$35.7M0.06%+69,53713F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC320,642$35.4M0.01%+46,02413F-HRTimelineGroup
Global Retirement Partners, LLC315,119$34.8M0.86%13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.309,079$34.1M0.32%+196,23813F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
GUIDANCE CAPITAL, INC297,098$32.7M9.33%-313,26813F-HRTimeline
Summit Financial, LLC292,466$32.3M0.73%-294,04113F-HRTimeline
Advisory Services Network, LLC289,879$32M0.52%-41,41813F-HRTimeline
White Lighthouse Investment Management …288,246$31.8M5.18%+1,20813F-HRTimeline
LaSalle St. Investment Advisors, LLC287,846$31.8M8.72%+1,22113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd286,440$31.6M0.54%new13F-HRTimelineGroup
Allred Capital Management, LLC283,342$31.3M11.7%+65,89813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC277,471$30.6M0.05%-133,47113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …272,764$30.1M0.4%-11913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC261,634$28.9M0.2%+23,90913F-HRTimeline
Sulzberger Capital Advisors, Inc.259,805$28.7M33.57%+56,18713F-HRTimeline
Legacy Advisory Services, LLC259,486$28.7M22.72%+23,88113F-HRTimeline
Cambridge Investment Research Advisors,…259,435$28.6M0.09%-415,01613F-HRTimeline
Fund Evaluation Group, LLC254,989$28.2M1.09%+4,86113F-HRTimeline
Janney Montgomery Scott LLC244,507$27M0.07%+14,32413F-HRTimeline
Northwest Quadrant Wealth Management, L…244,079$27M6.01%-12,99413F-HRTimeline
Modern Wealth Management, LLC236,188$26.1M0.65%new13F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding236,108$26.1M+9,015Timeline
Bull Oak Capital, LLC216,101$23.9M10.87%+31,41813F-HRTimeline
MASECO LLP214,355$23.7M0.9%13F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC213,053$23.5M22.57%+103,64813F-HRTimeline
Able Wealth Management LLC211,628$23.4M11.78%+6,42213F-HRTimeline
Sierra Legacy Group210,532$23.2M18.04%-15,82413F-HRTimeline
GM Advisory Group, LLC202,611$22.4M1.11%-272,27613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…195,248$21.6M0.3%new13F-HRTimelineGroup
Mullooly Asset Management, Inc.194,696$21.5M9.02%-9,36813F-HRTimeline
Steward Partners Investment Advisory, L…189,762$21M0.16%-61,66013F-HRTimeline
Mascoma Wealth Management LLC187,136$20.7M4.8%+4,76113F-HRTimeline
Strategic Point Investment Advisors, LLC186,551$20.6M3.18%+3,25113F-HRTimeline
SIMON QUICK ADVISORS, LLC184,729$20.4M1.03%-1,35313F-HR/ATimeline
Midwest Professional Planners, LTD.183,503$20.3M5.34%+135,11413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding183,216$20.2M+116,980Timeline
Crescent Grove Advisors, LLC182,560$20.2M1.95%-67,61713F-HRTimeline
COMERICA BANK182,529$20.2M0.08%+44,29813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…176,657$19.5M0.03%new13F-HRTimelineGroup
SG Americas Securities, LLC175,683$19.4M0.09%+60,09813F-HRTimeline
M. Kulyk & Associates, LLC173,441$19.2M4.16%+11,32313F-HRTimeline
Lee Financial Co171,837$19M2.72%-7,55713F-HRTimeline
Gunma Bank,Ltd.170,000$18.8M6.13%013F-HRTimeline
HighTower Advisors, LLC166,495$18.4M0.02%-230,97713F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC163,392$18M0.53%-2,76913F-HRTimeline
Onyx Bridge Wealth Group LLC161,273$17.8M2.35%+7,25613F-HRTimeline
FLOW TRADERS U.S. LLC156,982$17.3M0.64%-6,01513F-HRTimeline
Farther Finance Advisors, LLC154,220$17M0.34%-79713F-HRTimeline
Presidio Capital Management, LLC151,398$16.7M6.44%+2,24213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS149,104$16.5M0.01%+32,91613F-HRTimelineGroup
GFS Advisors, LLC149,048$16.5M2.25%+1,46413F-HRTimeline
Financial Engines Advisors L.L.C.148,023$16.3M0.03%+1,00813F-HRTimeline
RFG Advisory, LLC147,171$16.3M0.38%+131,90413F-HRTimeline
Fairvoy Private Wealth, LLC145,036$16M3.98%+1,36513F-HRTimeline
Smithfield Trust Co143,720$15.9M0.75%-13,85113F-HRTimeline
Delta Investment Management, LLC141,778$15.7M3.01%-45,82713F-HRTimeline
AdvisorNet Financial, Inc136,635$15.1M0.97%+11,23513F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV134,762$14.9M0.73%new13F-HRTimeline
FUTURE YOU WEALTH LLC134,271$14.8M8.05%+5,06613F-HRTimeline
Strategic Wealth Partners, Ltd.132,755$14.7M1.15%13F-HRTimeline
AMG National Trust Bank129,254$14.3M0.38%-3,42113F-HRTimeline
NewEdge Advisors, LLC126,286$13.9M0.07%+33,39513F-HRTimeline
Trajan Wealth LLC125,143$13.8M0.68%+10,02313F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…124,612$13.8M0.22%+26,90313F-HRTimelineGroup
BANQUE PICTET & CIE SA117,303$13M0.13%+82,70513F-HRTimeline
Silicon Valley Capital Partners114,889$12.7M1.32%new13F-HRTimeline
Winch Advisory Services, LLC111,680$12.3M3.01%-2,22813F-HRTimeline
OLD NATIONAL BANCORP /IN/111,550$12.3M0.22%-70,04613F-HRTimeline
Heck Capital Advisors, LLC110,725$12.2M1.05%+82113F-HRTimeline
MAYPORT, LLC109,518$12.1M2.9%-7,30313F-HRTimeline
One Day In July LLC109,259$12.1M1.09%-5,06613F-HRTimeline
KWMG, LLC108,429$12M1.12%+5,36713F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.107,750$11.9M6.28%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC107,362$11.9M9.49%-16,78513F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC104,404$11.5M8.79%-65313F-HRTimeline
Whalen Wealth Management Inc.103,793$11.5M7.19%+12,59213F-HRTimeline
Creative Planningin group Creative Planning101,056$11.2M0.01%-11,50913F-HRTimelineGroup
KFA Private Wealth Group, LLC97,839$10.8M3.35%+11,25213F-HRTimeline
Prime Capital Investment Advisors, LLC96,741$10.7M0.14%-73,01213F-HRTimeline
GatePass Capital, LLC95,935$10.6M7.02%-4,25013F-HRTimeline
Alpha Zero LLC95,353$10.5M6.86%+5,74213F-HRTimeline
Farringdon Capital, Ltd.95,088$10.5M3.53%+3513F-HRTimeline
HRT FINANCIAL LP93,238$10.3M0.05%new13F-HRTimeline
Mader & Shannon Wealth Management, Inc.91,621$10.1M5.51%+92013F-HRTimeline
STABLEFORD CAPITAL II LLC91,461$10.1M3.8%-19,33413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC90,542$10M0.28%+8,77213F-HRTimeline
Private Advisor Group, LLC90,044$9.94M0.05%+18,62913F-HRTimeline
Proficio Capital Partners LLC89,217$9.85M0.61%-7413F-HRTimeline
GWN SECURITIES INC.88,422$9.77M1.81%+54,89213F-HRTimeline
MinichMacGregor Wealth Management, LLC86,551$9.56M2.04%-45813F-HRTimeline
Chicago Wealth Management, Inc.85,371$9.43M4.49%-7,05013F-HRTimeline
Integrated Wealth Concepts LLC84,202$9.3M0.09%-7,43513F-HRTimeline
Kraft, Davis & Associates, LLC84,089$9.28M2.55%-2,06313F-HRTimeline
Meridian Wealth Management, LLC83,397$9.21M0.39%+4,68613F-HRTimeline
Private Advisory Group LLC83,344$9.2M0.86%+73,89813F-HRTimeline
Independent Solutions Wealth Management…80,895$8.93M1.74%+6,88213F-HRTimeline
Climber Capital SA100,295$8.81M5.65%-2,52013F-HRTimeline
WEDBUSH SECURITIES INC79,325$8.76M0.31%-14,60313F-HRTimeline
Apex Wealth Management, LLC78,832$8.7M6.98%-32,91013F-HRTimeline
GTS SECURITIES LLC78,549$8.67M0.39%+63,48313F-HRTimeline
Arete Wealth Advisors, LLC77,884$8.6M0.61%-11,64313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC75,070$8.29M0.09%+27,24713F-HRTimelineGroup
CWM, LLCin group CWM, LLC74,351$8.21M0.03%-7,02613F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.72,264$7.98M3.17%+3,95413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC72,195$7.97M1.75%-5,08813F-HRTimeline
Norris Financial Group, LLC70,558$7.79M3.19%-34,01713F-HRTimeline
Main Street Financial Solutions, LLC70,342$7.77M0.56%-5,10313F-HRTimeline
SCOTIA CAPITAL INC.69,140$7.63M0.04%+22,92113F-HRTimeline
WEALTH ALLIANCE, LLC68,506$7.56M0.84%-12,34713F-HRTimeline
OAK FAMILY ADVISORS, LLC68,059$7.52M2.72%+43,43713F-HRTimeline
Adaptive Financial Consulting, LLC65,384$7.22M3.01%+2,69413F-HRTimeline
Capital Wealth Alliance, LLC63,205$6.98M3.75%+2,41713F-HRTimeline
Estate Counselors, LLC62,465$6.9M0.68%-285,65013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC61,270$6.77M0.01%new13F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP60,905$6.73M0.27%-59,69413F-HRTimeline
Mutual Advisors, LLC59,518$6.57M0.16%+2,01813F-HRTimeline
DAVENPORT & Co LLC58,533$6.46M0.04%+89413F-HRTimeline
Vernal Point Advisors, LLC58,352$6.44M3.76%+54,48513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC57,883$6.39M2.04%-1,76513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC57,518$6.35M0.16%-5,31413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP56,531$6.24M<0.01%+11,68613F-HRTimelineGroup
Parallel Advisors, LLC55,355$6.11M0.12%-2,72313F-HRTimeline
IronBridge Private Wealth, LLC54,894$6.06M2.11%+13,36713F-HRTimeline
Institute for Wealth Management, LLC.54,712$6.04M0.67%+11,52413F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.54,343$6M2.46%-2,21613F-HRTimeline
RIA Advisory Group LLC52,942$5.85M1.72%-8,60313F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC52,711$5.82M0.25%-92913F-HRTimelineGroup
American Investment Services, Inc.52,688$5.82M1.49%-18,81913F-HRTimeline
1858 WEALTH MANAGEMENT, LLC52,638$5.81M4.29%new13F-HRTimeline
UNITED BANK52,542$5.8M0.69%+20713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\52,303$5.78M0.01%-6,29513F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT51,938$5.73M1.54%+13,06813F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.51,273$5.66M1.05%+25,63713F-HRTimeline
Atria Investments, Inc50,013$5.52M0.07%+6,93013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC49,537$5.45M0.98%-4,85413F-HRTimeline
Sanctuary Advisors, LLC48,644$5.37M0.03%+9,36913F-HRTimeline
Ridgewood Investments LLC48,573$5.36M2.32%-5,91113F-HRTimeline
U.S. Capital Wealth Advisors, LLC47,828$5.28M0.15%-6,66613F-HRTimeline
Orion Porfolio Solutions, LLC47,634$5.26M0.04%+11,36913F-HR/ATimeline
CoreCap Advisors, LLC45,112$4.98M0.2%-65113F-HRTimeline
Astor Investment Management LLC44,431$4.91M2.65%+22,64813F-HRTimeline
Strategic Blueprint, LLC44,344$4.9M0.24%+5,24713F-HRTimeline
Clear Creek Financial Management, LLC44,169$4.88M0.46%-6,58913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC43,958$4.85M<0.01%-2,69513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/43,894$4.85M<0.01%-3,17013F-HRTimelineGroup
Hixon Zuercher, LLC43,783$4.83M1.56%+80813F-HRTimeline
MAI Capital Management43,733$4.83M0.03%-5,27013F-HRTimeline
CVA Family Office, LLC43,201$4.77M0.67%+9,59413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…42,536$4.7M0.24%+21,51813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management42,458$4.69M0.17%+2,18213F-HRTimelineGroup
BFSG, LLC42,360$4.68M0.52%+9,43013F-HRTimeline
ADVISORY RESEARCH INC42,103$4.65M0.71%013F-HRTimeline
Luminist Capital LLC42,028$4.63M4.58%+2,90313F-HRTimeline
Weaver Consulting Group41,765$4.61M1.28%-2,41713F-HRTimeline
LOWE BROCKENBROUGH & CO INC41,250$4.55M0.26%-28,96313F-HRTimeline
AE Wealth Management LLC41,095$4.54M0.03%+18,89813F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/40,641$4.49M0.88%+89513F-HRTimeline