Skip to content
Disclosery

SHV ISHARES TR

Follow

SHS (fund)

681 managers (687 13F filers) reported a position in SHV shares at 2025-09-30, 85,618,118 shares in all. 42 filers opened a position and 66 filers sold out during the quarter.

Managers
681
13F filers
687
New
42
Added
241
Reduced
302
Sold out
66
Shares held by filers
85,618,118

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.18,562,710$2.05B0.04%+2,356,89913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,974,097$660M0.04%+121,37013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,502,299$608M0.12%+930,92313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,195,036$353M0.03%+22,62213F-HR/ATimelineGroup
LPL Financial LLC2,583,945$286M0.08%+430,40513F-HRTimeline
UBS Group AGin group UBS Group AG2,154,863$238M0.05%+219,14613F-HRTimelineGroup
Wealthfront Advisers LLC1,960,677$217M0.51%+177,91513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,508,599$167M0.01%-162,64613F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,503,860$166M0.25%+41,12813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,351,522$149M0.05%-224,67013F-HRTimelineGroup
Wealthspire Retirement, LLC1,259,640$139M8.89%+14,11813F-HR/ATimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,245,071$137M1.05%-299,62313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,035,686$114M-78,826Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA945,856$105M0.02%-61,98513F-HRTimelineGroup
Cetera Investment Advisers868,428$96M0.11%+143,31313F-HRTimeline
Betterment LLC781,837$86.4M0.17%-83,47313F-HRTimeline
Trust Co764,455$84.5M8.64%+41,01813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP709,023$78.3M0.07%+78,62913F-HRTimelineGroup
OAKWORTH CAPITAL, INC.689,166$76.1M4.4%+10,13813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC673,953$74.5M0.16%+23,46013F-HRTimelineGroup
Townsend & Associates, Inc614,671$67.8M6.43%+22,26913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP563,566$62.3M0.08%-179,53913F-HRTimelineGroup
Cynosure Group, LLC558,882$61.8M6.71%-96013F-HR/ATimeline
Concord Wealth Partnersgroup of 2 filers holding555,319$61.4M+32,491Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC537,884$59.2M0.01%-51,57013F-HRTimelineGroup
Hansen & Associates Financial Group, In…528,919$58.3M24.42%-317,30113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC517,655$57.2M0.09%-16,60113F-HRTimelineGroup
Americana Partners, LLC492,204$54.4M1.64%+158,92813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC483,397$53.4M0.07%+62,62713F-HRTimeline
Foundations Investment Advisors, LLC475,424$52.5M0.76%+12,56113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…471,823$52.1M0.1%+45,93913F-HRTimelineGroup
Acorns Advisers, LLC453,970$50.2M0.39%+4,33113F-HRTimeline
Ausdal Financial Partners, Inc.448,252$49.5M2.41%-263,59413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC423,507$46.8M0.01%+102,86513F-HRTimelineGroup
Global Retirement Partners, LLC398,888$44.1M0.99%+83,76913F-HRTimeline
Bulltick Wealth Management, LLC391,384$43.2M10.22%+41,49013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA373,077$41.2M0.07%-8,23213F-HRTimelineGroup
True Link Financial Advisors, LLC365,540$40.4M2.6%-291,66113F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.355,905$39.3M0.35%+46,82613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…352,334$38.9M0.03%-267,87713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC343,554$38M0.1%-1,36113F-HRTimeline
Client First Capital LLC337,393$37.3M16.61%-33,52313F-HRTimeline
Family Manage LLC332,219$36.7M5.09%-7,23113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC325,337$35.9M0.21%+63,70313F-HRTimeline
White Lighthouse Investment Management …323,537$35.7M5.45%+35,29113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.318,603$35.2M0.05%-4,49813F-HRTimelineGroup
Marks Wealth, LLC312,928$34.6M10.68%-167,99113F-HRTimeline
Advisory Services Network, LLC307,504$34M0.5%+17,62513F-HRTimeline
LaSalle St. Investment Advisors, LLC301,860$33.4M5.98%+14,01413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …276,243$30.5M0.37%+3,47913F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC269,785$29.8M0.02%-57,78713F-HRTimelineGroup
Fund Evaluation Group, LLC267,270$29.5M1.07%+12,28113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC263,341$29.1M0.03%-14,13013F-HRTimelineGroup
Modern Wealth Management, LLC261,506$28.9M0.57%+25,31813F-HRTimeline
Northwest Quadrant Wealth Management, L…257,410$28.4M6.01%+13,33113F-HRTimeline
Allred Capital Management, LLC257,333$28.4M9.9%-26,00913F-HRTimeline
Legacy Advisory Services, LLC252,239$27.9M21.02%-7,24713F-HRTimeline
SG Americas Securities, LLC252,175$27.9M0.1%+76,49213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding232,124$25.6M-3,984Timeline
Sulzberger Capital Advisors, Inc.231,422$25.6M28.52%-28,38313F-HRTimeline
Summit Financial, LLC225,739$24.9M0.38%-66,72713F-HRTimeline
Cambridge Investment Research Advisors,…223,814$24.7M0.07%-35,62113F-HRTimeline
Janney Montgomery Scott LLC216,501$23.9M0.06%-28,00613F-HRTimeline
Able Wealth Management LLC215,266$23.8M8.94%+3,63813F-HRTimeline
Bull Oak Capital, LLC213,689$23.6M10.03%-2,41213F-HRTimeline
Mullooly Asset Management, Inc.208,941$23.1M8.86%+14,24513F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC205,486$22.7M9.62%-7,56713F-HRTimeline
Sierra Legacy Group205,091$22.7M16.77%-5,44113F-HRTimeline
Lee Financial Co200,307$22.1M2.78%+28,47013F-HRTimeline
Strategic Point Investment Advisors, LLC190,848$21.1M3.03%+4,29713F-HRTimeline
Mascoma Wealth Management LLC188,589$20.8M4.59%+1,45313F-HRTimeline
Gunma Bank,Ltd.185,000$20.4M6.4%+15,00013F-HRTimeline
SIMON QUICK ADVISORS, LLC184,307$20.4M0.92%-42213F-HRTimeline
COMERICA BANK180,783$20M0.08%-1,74613F-HRTimeline
Crescent Grove Advisors, LLC177,877$19.7M1.88%-4,68313F-HRTimeline
HighTower Advisors, LLC168,895$18.7M0.02%+2,40013F-HRTimeline
M. Kulyk & Associates, LLC161,198$17.8M3.62%-12,24313F-HRTimeline
Mariner, LLCin group Mariner, LLC160,432$17.7M0.02%-723,36413F-HRTimelineGroup
Farther Finance Advisors, LLC156,256$17.3M0.26%+2,03613F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC155,114$17.1M0.5%-8,27813F-HRTimeline
Presidio Capital Management, LLC154,687$17.1M5.99%+3,28913F-HRTimeline
Financial Engines Advisors L.L.C.154,176$17M0.03%+6,15313F-HRTimeline
Midwest Professional Planners, LTD.150,142$16.6M4.05%-33,36113F-HRTimeline
AdvisorNet Financial, Inc147,286$16.3M0.92%+10,65113F-HRTimeline
GM Advisory Group, LLC146,445$16.2M0.69%-56,16613F-HRTimeline
NewEdge Advisors, LLC145,574$16.1M0.07%+19,28813F-HRTimeline
GFS Advisors, LLC142,868$15.8M2.01%-6,18013F-HRTimeline
Smithfield Trust Co138,701$15.3M0.69%-5,01913F-HRTimeline
Fairvoy Private Wealth, LLC136,295$15.1M3.43%-8,74113F-HRTimeline
NerdWallet Wealth Partners, LLC136,144$15M7.37%13F-HRTimeline
Strategic Wealth Partners, Ltd.134,818$14.9M1.11%+2,06313F-HRTimeline
Beacon Pointe Advisors, LLC133,934$14.8M0.13%new13F-HRTimeline
Onyx Bridge Wealth Group LLC130,568$14.4M1.57%-30,70513F-HRTimeline
Silicon Valley Capital Partners127,061$14M1.32%+12,17213F-HRTimeline
KWMG, LLC123,940$13.7M1.2%+15,51113F-HRTimeline
Whalen Wealth Management Inc.123,777$13.7M7.99%+19,98413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding122,712$13.6M-60,504Timeline
Trajan Wealth LLC116,497$12.9M0.56%-8,64613F-HRTimeline
Steward Partners Investment Advisory, L…111,905$12.4M0.07%-77,85713F-HRTimeline
Alpha Zero LLC110,316$12.2M7.06%+14,96313F-HRTimeline
Winch Advisory Services, LLC108,995$12M2.71%-2,68513F-HRTimeline
Creative Planningin group Creative Planning108,684$12M0.01%+7,62813F-HRTimelineGroup
MAYPORT, LLC107,066$11.8M2.56%-2,45213F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.106,750$11.8M5.66%-1,00013F-HRTimeline
KFA Private Wealth Group, LLC103,371$11.4M3.26%+5,53213F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC101,616$11.2M8.4%-2,78813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…101,497$11.2M0.13%-93,75113F-HRTimelineGroup
AMG National Trust Bank100,057$11.1M0.27%-29,19713F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…97,449$10.8M0.19%-27,16313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.95,204$10.5M0.46%+59,93613F-HRTimelineGroup
Farringdon Capital, Ltd.95,088$10.5M2.67%013F-HRTimeline
One Day In July LLC94,704$10.5M0.89%-14,55513F-HRTimeline
Independent Solutions Wealth Management…93,581$10.3M1.84%+12,68613F-HRTimeline
BANQUE PICTET & CIE SA93,145$10.3M0.1%-24,15813F-HRTimeline
GatePass Capital, LLC89,221$9.86M5.7%-6,71413F-HRTimeline
Meridian Wealth Management, LLC86,606$9.57M0.37%+3,20913F-HRTimeline
Private Advisor Group, LLC85,377$9.43M0.05%-4,66713F-HRTimeline
RFG Advisory, LLC85,149$9.41M0.19%-62,02213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…84,594$9.35M0.01%-92,06313F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC83,051$9.18M1.79%-3,50013F-HRTimeline
Heck Capital Advisors, LLC82,385$9.1M0.7%-28,34013F-HRTimeline
Kraft, Davis & Associates, LLC82,346$9.07M2.21%-1,74313F-HRTimeline
Arete Wealth Advisors, LLC81,525$9.01M0.56%+3,64113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC81,122$8.96M7.38%-26,24013F-HRTimeline
Integrated Wealth Concepts LLC80,233$8.86M0.08%-3,96913F-HRTimeline
STABLEFORD CAPITAL II LLC78,429$8.67M3.13%-13,03213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.75,666$8.36M3.02%+3,40213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC74,501$8.23M0.2%-16,04113F-HRTimeline
Main Street Financial Solutions, LLC74,008$8.18M0.52%+3,66613F-HRTimeline
SCOTIA CAPITAL INC.69,718$7.7M0.03%+57813F-HRTimeline
Apex Wealth Management, LLC69,579$7.69M5.5%-9,25313F-HRTimeline
Aegis Wealth Management LLC68,807$7.6M4.07%+40,34713F-HRTimeline
CWM, LLCin group CWM, LLC66,810$7.38M0.02%-7,54113F-HRTimelineGroup
IPG Investment Advisors LLC66,650$7.36M1.31%+47,75513F-HRTimeline
Vernal Point Advisors, LLC65,877$7.28M3.14%+7,52513F-HRTimeline
Adaptive Financial Consulting, LLC65,384$7.22M2.89%013F-HRTimeline
Estate Counselors, LLC65,350$7.22M0.62%+2,88513F-HRTimeline
VanWeelden Wealth Management, LLC64,711$7.15M5.88%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC64,118$7.08M0.01%+2,84813F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP61,490$6.79M0.27%+58513F-HRTimeline
BURLING WEALTH PARTNERS, LLC61,073$6.75M1.12%+30,86613F-HRTimeline
Shepherd Financial Partners LLC60,616$6.7M0.64%+40,87413F-HRTimeline
Capital Wealth Alliance, LLC59,689$6.59M3.28%-3,51613F-HRTimeline
CVA Family Office, LLC59,643$6.59M0.85%+16,44213F-HRTimeline
Beacon Capital Management, Inc.59,624$6.59M0.31%new13F-HRTimeline
DAVENPORT & Co LLC58,599$6.47M0.03%+6613F-HRTimeline
MAI Capital Management58,401$6.45M0.04%+14,66813F-HRTimeline
Mutual Advisors, LLC58,319$6.44M0.14%-1,19913F-HRTimeline
BFSG, LLC58,028$6.41M0.62%+15,66813F-HRTimeline
Sanctuary Advisors, LLC57,961$6.4M0.04%+9,31713F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP57,203$6.32M<0.01%+67213F-HRTimelineGroup
UNITED BANK57,071$6.31M0.75%+4,52913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC56,792$6.27M0.14%-72613F-HRTimeline
RIA Advisory Group LLC56,714$6.27M1.62%+3,77213F-HRTimeline
WEDBUSH SECURITIES INC56,530$6.25M0.2%-22,79513F-HRTimeline
U.S. Capital Wealth Advisors, LLC56,183$6.21M0.17%+8,35513F-HRTimeline
Procyon Advisors, LLC56,045$6.19M0.37%new13F-HRTimeline
Norris Financial Group, LLC55,090$6.09M2.22%-15,46813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC54,561$6.03M1.82%-3,32213F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…54,251$5.99M0.05%new13F-HRTimelineGroup
Pacifica Partners Inc.54,185$5.97M2.14%+14,14313F-HRTimeline
IronBridge Private Wealth, LLC53,538$5.92M1.87%-1,35613F-HRTimeline
IFP Advisors, Inc52,973$5.85M0.15%+28,84313F-HR/ATimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC52,871$5.84M0.21%+16013F-HRTimelineGroup
ALEXANDER LABRUNERIE & CO., INC.52,655$5.82M2.15%-1,68813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC52,149$5.75M0.95%+2,61213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/50,339$5.56M<0.01%+6,44513F-HRTimelineGroup
American Investment Services, Inc.50,284$5.56M1.33%-2,40413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\50,272$5.55M0.01%-2,03113F-HRTimelineGroup
GUIDANCE CAPITAL, INC49,789$5.5M1.43%-247,30913F-HRTimeline
OAK FAMILY ADVISORS, LLC48,509$5.36M1.74%-19,55013F-HRTimeline
Hixon Zuercher, LLC47,515$5.25M1.6%+3,73213F-HRTimeline
GWN SECURITIES INC.46,758$5.17M1.2%-41,66413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC46,127$5.1M<0.01%+2,16913F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/45,912$5.07M0.09%-65,63813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.44,756$4.95M0.04%+17,71113F-HRTimelineGroup
Parallel Advisors, LLC44,669$4.94M0.09%-10,68613F-HRTimeline
Strategic Blueprint, LLC44,420$4.91M0.21%+7613F-HRTimeline
Ridgewood Investments LLC43,779$4.84M2.04%-4,79413F-HRTimeline
Trilogy Capital Inc.43,770$4.84M0.22%+15,95413F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/41,951$4.64M0.86%+1,31013F-HRTimeline
OBSIDIAN CIO, LLC41,639$4.6M0.6%+3,49913F-HRTimeline
CoreCap Advisors, LLC41,566$4.59M0.17%-3,54613F-HRTimeline
HB Wealth Management, LLC41,298$4.56M0.03%+21,86113F-HRTimeline
Baring Financial LLC41,261$4.56M3.11%+2,57213F-HRTimeline
MGO ONE SEVEN LLC40,444$4.47M0.1%+57413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC39,852$4.4M0.04%-35,21813F-HRTimelineGroup
Luminist Capital LLC39,937$4.4M3.8%-2,09113F-HRTimeline
Orion Porfolio Solutions, LLC39,644$4.38M0.03%-7,99013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC39,596$4.37M0.31%+4,79813F-HRTimeline
Federation des caisses Desjardins du Qu…39,226$4.33M0.02%+2,92213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…39,202$4.33M0.02%+41713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…38,862$4.29M0.12%+10313F-HRTimelineGroup
Proficio Capital Partners LLC38,434$4.25M0.29%-50,78313F-HR/ATimeline
EFG Private Wealth Management (Americas…37,939$4.19M0.72%-2,02913F-HRTimeline
LOWE BROCKENBROUGH & CO INC37,786$4.17M0.21%-3,46413F-HRTimeline
AE Wealth Management LLC37,379$4.13M0.03%-3,71613F-HRTimeline
Atria Investments, Inc37,214$4.11M0.05%-12,79913F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC36,834$4.07M1.77%+1,21213F-HRTimeline
TBH Global Asset Management, LLC36,394$4.02M0.78%new13F-HRTimeline