Skip to content
Disclosery

SHV ISHARES TR

Follow

SHS (fund)

707 managers (713 13F filers) reported a position in SHV shares at 2025-12-31, 85,096,230 shares in all. 55 filers opened a position and 60 filers sold out during the quarter.

Managers
707
13F filers
713
New
55
Added
250
Reduced
278
Sold out
60
Shares held by filers
85,096,230

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.17,948,712$1.98B0.03%-613,99813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,973,525$658M0.04%-57213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,949,956$545M0.11%-552,34313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,104,994$342M0.02%-90,04213F-HRTimelineGroup
LPL Financial LLC3,063,342$337M0.09%+479,39713F-HRTimeline
UBS Group AGin group UBS Group AG1,809,401$199M0.04%-345,46213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,630,567$180M0.24%+126,70713F-HRTimeline
Wealthfront Advisers LLC1,617,465$178M0.4%-343,21213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,533,747$169M0.01%+25,14813F-HRTimelineGroup
Wealthspire Retirement, LLC1,416,321$156M9.48%+156,68113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,389,589$153M0.05%+38,06713F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,331,705$147M1.02%+86,63413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,116,056$123M+80,370Timeline
OAKWORTH CAPITAL, INC.1,013,393$112M6.09%+324,22713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA892,597$98.3M0.02%-53,25913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP873,059$96.2M0.09%+164,03613F-HRTimelineGroup
Trust Co765,704$84.3M7.91%+1,24913F-HRTimeline
Cetera Investment Advisers762,509$84M0.09%-105,91913F-HRTimeline
Betterment LLC706,145$77.8M0.15%-75,69213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC686,636$75.6M0.15%+12,68313F-HRTimelineGroup
Townsend & Associates, Inc624,339$68.9M6.14%+9,66813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC587,530$64.8M0.01%+49,64613F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding573,993$63.2M+18,674Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP562,788$62M0.08%-77813F-HRTimelineGroup
Cynosure Group, LLC558,429$61.5M6.26%-45313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…528,070$58.2M0.1%+56,24713F-HR/ATimelineGroup
Ausdal Financial Partners, Inc.523,880$57.7M2.68%+75,62813F-HRTimeline
Hansen & Associates Financial Group, In…493,478$54.4M29.71%-35,44113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC488,746$53.8M0.07%+5,34913F-HRTimeline
Global Retirement Partners, LLC484,488$53.4M0.95%+85,60013F-HRTimeline
White Lighthouse Investment Management …472,420$52M7.26%+148,88313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC469,143$51.7M0.08%-48,51213F-HRTimelineGroup
Acorns Advisers, LLC467,044$51.4M0.39%+13,07413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC455,567$50.2M0.28%+130,23013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.449,776$49.5M0.37%+93,87113F-HRTimelineGroup
Americana Partners, LLC411,460$45.3M1.24%-80,74413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA396,898$43.7M0.06%+23,82113F-HRTimelineGroup
True Link Financial Advisors, LLC382,565$42.1M2.56%+17,02513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding370,190$40.8M+138,066Timeline
Able Wealth Management LLC370,179$40.8M12.9%+154,91313F-HRTimeline
MML INVESTORS SERVICES, LLC369,730$40.7M0.1%+26,17613F-HRTimeline
Foundations Investment Advisors, LLC356,543$39.3M0.52%-118,88113F-HRTimeline
MASECO LLP340,625$37.5M1.63%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC336,097$37M0.01%-87,41013F-HR/ATimelineGroup
Client First Capital LLC328,276$36.2M15.45%-9,11713F-HRTimeline
Bulltick Wealth Management, LLC306,905$33.8M7.18%-84,47913F-HRTimeline
Advisory Services Network, LLC304,917$33.6M0.48%-2,58713F-HRTimeline
LaSalle St. Investment Advisors, LLC302,631$33.3M5.37%+77113F-HRTimeline
Family Manage LLC300,859$33.1M4.19%-31,36013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …295,526$32.6M0.46%+19,28313F-HRTimelineGroup
Modern Wealth Management, LLC277,393$30.6M0.56%+15,88713F-HRTimeline
Fund Evaluation Group, LLC271,094$29.9M0.99%+3,82413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.261,805$28.8M0.04%-56,79813F-HRTimelineGroup
Northwest Quadrant Wealth Management, L…254,185$28M5.79%-3,22513F-HRTimeline
Legacy Advisory Services, LLC244,533$26.9M20.25%-7,70613F-HRTimeline
Allred Capital Management, LLC241,701$26.6M9.63%-15,63213F-HRTimeline
HighTower Advisors, LLC239,356$26.4M0.03%+70,46113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC231,033$25.4M0.01%-38,75213F-HR/ATimelineGroup
Sulzberger Capital Advisors, Inc.226,167$24.9M25.16%-5,25513F-HRTimeline
Summit Financial, LLC225,240$24.8M0.36%-49913F-HRTimeline
Mullooly Asset Management, Inc.222,468$24.5M8.96%+13,52713F-HRTimeline
Bull Oak Capital, LLC221,264$24.4M9.96%+7,57513F-HRTimeline
Mariner, LLCin group Mariner, LLC212,945$23.5M0.03%+52,51313F-HRTimelineGroup
ZEVIN ASSET MANAGEMENT LLC211,520$23.3M3.12%new13F-HRTimeline
Strategic Point Investment Advisors, LLC198,740$21.9M3.03%+7,89213F-HRTimeline
Crescent Grove Advisors, LLC196,589$21.7M2.06%+18,71213F-HRTimeline
Sierra Legacy Group195,143$21.5M15.78%-9,94813F-HRTimeline
Mascoma Wealth Management LLC194,764$21.5M4.6%+6,17513F-HRTimeline
SIMON QUICK ADVISORS, LLC183,859$20.3M0.88%-44813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC176,755$19.5M0.02%-86,58613F-HRTimelineGroup
COMERICA BANK176,163$19.4M0.08%-4,62013F-HRTimeline
Farther Finance Advisors, LLC172,022$18.9M0.2%+15,76613F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC162,968$18M7.52%-42,51813F-HRTimeline
Janney Montgomery Scott LLC162,339$17.9M0.04%-54,16213F-HRTimeline
M. Kulyk & Associates, LLC162,149$17.9M3.41%+95113F-HRTimeline
KFA Private Wealth Group, LLC158,095$17.4M4.24%+54,72413F-HRTimeline
Strategic Wealth Partners, Ltd.154,125$17M1.16%+19,30713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…153,573$16.9M0.01%-198,76113F-HR/ATimelineGroup
AdvisorNet Financial, Inc153,207$16.9M0.9%+5,92113F-HRTimeline
Financial Engines Advisors L.L.C.151,479$16.7M0.03%-2,69713F-HRTimeline
Presidio Capital Management, LLC150,711$16.6M4.99%-3,97613F-HRTimeline
Lee Financial Co147,824$16.3M2.2%-52,48313F-HRTimeline
IPG Investment Advisors LLC146,375$16.1M2.83%+79,72513F-HRTimeline
Beacon Pointe Advisors, LLC145,171$16M0.11%+11,23713F-HRTimeline
NewEdge Advisors, LLC143,466$15.8M0.06%-2,10813F-HRTimeline
Midwest Professional Planners, LTD.141,726$15.6M3.7%-8,41613F-HRTimeline
Trajan Wealth LLC139,011$15.3M0.64%+22,51413F-HRTimeline
NerdWallet Wealth Partners, LLC136,198$15M6.72%+5413F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC136,116$15M0.43%-18,99813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/134,894$14.9M0.01%+84,55513F-HRTimelineGroup
Fairvoy Private Wealth, LLC133,792$14.7M3.3%-2,50313F-HRTimeline
Smithfield Trust Co132,745$14.6M0.65%-5,95613F-HRTimeline
Silicon Valley Capital Partners131,982$14.5M1.32%+4,92113F-HRTimeline
GFS Advisors, LLC127,339$14M1.67%-15,52913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding125,395$13.8M+2,683Timeline
Twelve Points Wealth Management LLC124,876$13.8M3.1%new13F-HRTimeline
KWMG, LLC120,581$13.3M1.14%-3,35913F-HRTimeline
BANQUE PICTET & CIE SA119,075$13.1M0.13%+25,93013F-HRTimeline
Alpha Zero LLC115,842$12.8M6.97%+5,52613F-HRTimeline
Independent Solutions Wealth Management…111,699$12.3M2.26%+18,11813F-HRTimeline
Creative Planningin group Creative Planning110,243$12.1M0.01%+1,55913F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…108,790$12M0.21%+11,34113F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.108,400$11.9M0.29%new13F-HRTimelineGroup
Winch Advisory Services, LLC107,912$11.9M2.63%-1,08313F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.106,750$11.8M5.56%013F-HRTimeline
MAYPORT, LLC104,796$11.5M2.33%-2,27013F-HRTimeline
Whalen Wealth Management Inc.103,996$11.5M6.15%-19,78113F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC100,078$11M8.53%-1,53813F-HRTimeline
Arete Wealth Advisors, LLC98,617$10.9M0.75%+17,09213F-HR/ATimeline
Farringdon Capital, Ltd.95,088$10.5M2.57%013F-HRTimeline
STOLZ & ASSOCIATES, PS92,798$10.2M7.88%13F-HRTimeline
AMG National Trust Bank92,349$10.2M0.24%-7,70813F-HRTimeline
OAK FAMILY ADVISORS, LLC87,472$9.64M2.95%+38,96313F-HRTimeline
Steward Partners Investment Advisory, L…87,390$9.63M0.05%-24,51513F-HRTimeline
MinichMacGregor Wealth Management, LLC87,237$9.61M1.74%+4,18613F-HRTimeline
Onyx Bridge Wealth Group LLC86,529$9.53M1.01%-44,03913F-HRTimeline
Meridian Wealth Management, LLC86,347$9.51M0.33%-25913F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…85,327$9.4M0.08%+31,07613F-HRTimelineGroup
Aegis Wealth Management LLC83,889$9.24M5.22%+15,08213F-HRTimeline
One Day In July LLC82,546$9.09M0.75%-12,15813F-HRTimeline
Main Street Financial Solutions, LLC81,573$8.99M0.67%+7,56513F-HRTimeline
RFG Advisory, LLC78,558$8.65M0.16%-6,59113F-HRTimeline
GatePass Capital, LLC77,285$8.51M4.39%-11,93613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.77,011$8.48M2.97%+1,34513F-HRTimeline
CWA Asset Management Group, LLC76,833$8.46M0.31%+60,87513F-HRTimeline
VanWeelden Wealth Management, LLC76,656$8.44M6.63%+11,94513F-HRTimeline
CVA Family Office, LLC76,570$8.43M0.97%+16,92713F-HRTimeline
IFP Advisors, Inc72,891$8.03M0.18%+19,91813F-HRTimeline
UNITED BANK72,808$8.02M1.06%+15,73713F-HRTimeline
Estate Counselors, LLC71,420$7.87M0.66%+6,07013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC70,690$7.79M0.17%-3,81113F-HRTimeline
Sanctuary Advisors, LLC70,604$7.78M0.04%+12,64313F-HRTimeline
CWM, LLCin group CWM, LLC70,297$7.74M0.02%+3,48713F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC69,845$7.69M0.2%+13,66213F-HRTimeline
Pacifica Partners Inc.67,756$7.46M3.32%+13,57113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.67,560$7.44M0.63%+48,16013F-HRTimeline
Climber Capital SA86,610$7.32M4.77%13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC66,304$7.3M6.09%-14,81813F-HRTimeline
Adaptive Financial Consulting, LLC66,264$7.3M2.84%+88013F-HRTimeline
SCOTIA CAPITAL INC.64,712$7.13M0.03%-5,00613F-HRTimeline
Vernal Point Advisors, LLC63,237$6.97M2.87%-2,64013F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC62,917$6.93M2.91%+26,08313F-HRTimeline
BFSG, LLC62,584$6.89M0.67%+4,55613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.62,488$6.88M0.3%-32,71613F-HRTimelineGroup
GUIDANCE CAPITAL, INC61,060$6.74M1.65%+11,27113F-HRTimeline
DAVENPORT & Co LLC60,603$6.68M0.04%+2,00413F-HRTimeline
Mutual Advisors, LLC59,917$6.6M0.14%+1,59813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.58,821$6.48M0.04%+14,06513F-HRTimelineGroup
Heck Capital Advisors, LLC58,636$6.46M0.48%-23,74913F-HRTimeline
BDFS Capital LLC58,481$6.44M3.25%13F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP57,618$6.35M0.24%-3,87213F-HRTimeline
WEDBUSH SECURITIES INC57,103$6.29M0.18%+57313F-HRTimeline
MAI Capital Management56,333$6.21M0.04%-2,06813F-HRTimeline
Capital Wealth Alliance, LLC54,944$6.05M2.59%-4,74513F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC54,863$6.04M0.21%+1,99213F-HRTimelineGroup
Asset One Wealth Management LLC54,341$5.98M0.82%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC54,088$5.96M1.73%-47313F-HRTimeline
RIA Advisory Group LLC53,987$5.95M1.44%-2,72713F-HRTimeline
Procyon Advisors, LLC53,964$5.94M0.29%-2,08113F-HRTimeline
IronBridge Private Wealth, LLC53,538$5.92M1.87%013F-HRTimeline
San Luis Wealth Advisors LLC53,020$5.84M0.98%+24,33113F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC52,064$5.73M0.82%13F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.51,901$5.72M2.07%-75413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP51,647$5.69M<0.01%-5,55613F-HRTimelineGroup
Apex Wealth Management, LLC50,985$5.62M5.71%-18,59413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC50,426$5.56M0.88%-1,72313F-HRTimeline
American Investment Services, Inc.50,109$5.52M1.28%-17513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\48,827$5.38M0.01%-1,44513F-HRTimelineGroup
Private Advisor Group, LLC48,392$5.33M0.03%-36,98513F-HRTimeline
Hixon Zuercher, LLC47,517$5.23M1.59%+213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…46,835$5.16M0.02%+7,63313F-HRTimelineGroup
Baring Financial LLC46,401$5.11M3.11%+5,14013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC46,340$5.11M0.02%+15,07113F-HRTimelineGroup
Premier Path Wealth Partners, LLC45,906$5.06M0.65%+14,30313F-HRTimeline
Strategic Blueprint, LLC45,881$5.05M0.3%+1,46113F-HRTimeline
DOVER ADVISORS, LLC45,490$5.01M1.94%+20,46213F-HRTimeline
Integrated Wealth Concepts LLC45,297$4.99M0.06%-34,93613F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG43,956$4.84M0.08%+40,00013F-HRTimelineGroup
WEALTH ALLIANCE, LLC43,250$4.76M0.47%+30,81313F-HRTimeline
GWN SECURITIES INC.42,175$4.65M0.94%-4,58313F-HRTimeline
Trilogy Capital Inc.42,044$4.63M0.21%-1,72613F-HRTimeline
HB Wealth Management, LLC41,981$4.62M0.03%+68313F-HRTimeline
Luminist Capital LLC41,837$4.61M5.68%+1,90013F-HRTimeline
MGO ONE SEVEN LLC41,004$4.52M0.09%+56013F-HRTimeline
Orion Porfolio Solutions, LLC40,975$4.51M0.03%+1,33113F-HRTimeline
Parallel Advisors, LLC40,764$4.49M0.08%-3,90513F-HRTimeline
STABLEFORD CAPITAL II LLC39,416$4.34M1.57%-39,01313F-HRTimeline
GTS SECURITIES LLC39,233$4.32M0.15%+29,91713F-HRTimeline
CoreCap Advisors, LLC39,085$4.31M0.15%-2,48113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC39,030$4.3M0.09%-17,76213F-HRTimeline
D.A. DAVIDSON & CO.38,948$4.29M0.03%+3,09213F-HRTimeline
Cadia Private Client LLC38,886$4.28M3.4%13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/38,406$4.23M0.75%-3,54513F-HRTimeline
EFG International AGin group EFG International AG38,108$4.2M0.08%13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP37,839$4.17M0.01%+9,34213F-HR/ATimelineGroup
Greenspring Advisors, LLC37,682$4.15M0.25%+20,75913F-HRTimeline
Wealthspire Advisors, LLC37,277$4.11M0.03%+34,02413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding37,245$4.1M+3,380Timeline
Walker Financial Services, Inc.37,090$4.09M1.48%+5,15513F-HRTimeline
Beacon Capital Management, Inc.36,756$4.05M0.22%-22,86813F-HRTimeline