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Disclosery

SHV ISHARES TR

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SHS (fund)

736 managers (743 13F filers) reported a position in SHV shares at 2026-03-31, 90,585,823 shares in all. 83 filers opened a position and 57 filers sold out during the quarter.

Managers
736
13F filers
743
New
83
Added
279
Reduced
278
Sold out
57
Shares held by filers
90,585,823

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.17,874,358$1.97B0.03%-74,35413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,613,698$620M0.04%-359,82713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,237,551$578M0.12%+287,59513F-HR/ATimelineGroup
LPL Financial LLC3,372,278$372M0.1%+308,93613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,998,060$331M0.02%-106,93413F-HRTimelineGroup
Marks Wealth, LLC2,158,181$238M62.68%+2,149,61413F-HRTimeline
Wealthfront Advisers LLC2,048,039$226M0.5%+430,57413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,030,660$224M+914,604Timeline
UBS Group AGgroup of 2 filers holding1,672,565$185M-136,836Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,498,524$165M0.01%-35,22313F-HR/ATimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,432,889$157M1.1%+101,18413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,369,661$151M0.03%+477,06413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,332,318$147M0.05%-57,27113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,096,052$121M0.03%+508,52213F-HR/ATimelineGroup
Wealthspire Retirement, LLC1,034,731$114M6.85%-381,59013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…999,682$110M0.24%-630,88513F-HRTimeline
FIL Ltdin group FIL Ltd994,888$110M0.09%+994,49513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP884,679$97.7M0.09%+11,62013F-HRTimelineGroup
Trust Co790,499$87.3M8.18%+24,79513F-HRTimeline
Americana Partners, LLC784,593$86.6M2.25%+373,13313F-HRTimeline
OAKWORTH CAPITAL, INC.698,718$77.1M4.08%-314,67513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC670,664$74M0.15%-15,97213F-HRTimelineGroup
Betterment LLC651,818$72M0.14%-54,32713F-HRTimeline
Townsend & Associates, Inc645,959$71.3M6.15%+21,62013F-HRTimeline
Cetera Investment Advisers562,738$62.1M0.07%-199,77113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…555,335$61.3M0.11%+27,26513F-HRTimelineGroup
Cynosure Group, LLC546,422$60.3M7.54%-12,00713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP540,099$59.6M0.08%-22,68913F-HRTimelineGroup
White Lighthouse Investment Management …519,501$57.3M7.96%+47,08113F-HRTimeline
Acorns Advisers, LLC486,564$53.7M0.4%+19,52013F-HRTimeline
Hansen & Associates Financial Group, In…474,887$52.3M28.15%-18,59113F-HRTimeline
Ausdal Financial Partners, Inc.427,077$47.1M2.11%-96,80313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC417,431$46.1M0.23%-38,13613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC415,538$45.9M0.06%-73,20813F-HRTimeline
A&I FINANCIAL SERVICES, LLC397,877$43.9M20.81%new13F-HRTimeline
Foundations Investment Advisors, LLC393,978$43.5M0.54%+37,43513F-HRTimeline
LaSalle St. Investment Advisors, LLC384,338$42.4M5.98%+81,70713F-HRTimeline
Able Wealth Management LLC384,120$42.4M11.34%+13,94113F-HRTimeline
Summit Financial, LLC380,800$42M0.54%+155,56013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA366,024$40.4M0.07%-30,87413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding362,655$40M-7,535Timeline
Blueprint Investment Partners LLCgroup of 2 filers holding355,156$39.2MnewTimeline
Cerity Partners LLCin group Cerity Partners LLC352,884$39M0.06%-116,25913F-HRTimelineGroup
MASECO LLP332,850$36.7M1.15%-7,77513F-HRTimeline
FINANCIAL CONSULATE, INC328,716$36.3M4.52%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …326,348$36M0.44%+30,82213F-HRTimelineGroup
Family Manage LLC310,017$34.2M4.1%+9,15813F-HRTimeline
MML INVESTORS SERVICES, LLC309,732$34.2M0.09%-59,99813F-HRTimeline
Advisory Services Network, LLC294,329$32.5M0.43%-10,58813F-HRTimeline
Client First Capital LLC285,502$31.5M13.86%-42,77413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.281,409$31.1M0.05%+19,60413F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.279,368$30.8M0.25%-170,40813F-HRTimelineGroup
Fund Evaluation Group, LLC277,555$30.6M0.94%+6,46113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC267,729$29.6M<0.01%-68,36813F-HRTimelineGroup
ZEVIN ASSET MANAGEMENT LLC266,374$29.4M4.07%+54,85413F-HRTimeline
Modern Wealth Management, LLC264,260$29.1M0.5%-13,13313F-HRTimeline
Bull Oak Capital, LLC254,134$28.1M10.78%+32,87013F-HRTimeline
Northwest Quadrant Wealth Management, L…250,585$27.7M5.75%-3,60013F-HRTimeline
Janney Montgomery Scott LLC233,896$25.8M0.06%+71,55713F-HRTimeline
Allred Capital Management, LLC231,639$25.6M9.31%-10,06213F-HRTimeline
Mullooly Asset Management, Inc.229,384$25.3M9.35%+6,91613F-HRTimeline
Legacy Advisory Services, LLC228,697$25.2M19.27%-15,83613F-HRTimeline
HighTower Advisors, LLC218,748$24.1M0.03%-20,60813F-HRTimeline
Bulltick Wealth Management, LLC215,694$23.8M5.26%-91,21113F-HRTimeline
Alpha Zero LLC213,315$23.5M11.92%+97,47313F-HRTimeline
Mariner, LLCin group Mariner, LLC199,891$22.1M0.03%-13,05413F-HRTimelineGroup
Sulzberger Capital Advisors, Inc.187,087$20.7M21.08%-39,08013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…185,685$20.5M0.42%+76,89513F-HRTimelineGroup
Farther Finance Advisors, LLC183,613$20.2M0.19%+11,59113F-HRTimeline
Sierra Legacy Group182,409$20.1M15.36%-12,73413F-HRTimeline
SIMON QUICK ADVISORS, LLC179,300$19.8M0.91%-4,55913F-HRTimeline
Norris Financial Group, LLC179,196$19.8M6.46%+145,72213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…175,976$19.4M0.04%+175,49313F-HRTimelineGroup
AdvisorNet Financial, Inc172,526$19M0.99%+19,31913F-HRTimeline
Strategic Wealth Partners, Ltd.162,783$18M1.25%+8,65813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…160,535$17.7M0.01%+6,96213F-HRTimelineGroup
KFA Private Wealth Group, LLC158,415$17.5M4.2%+32013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC157,317$17.4M0.02%-19,43813F-HRTimelineGroup
Financial Engines Advisors L.L.C.157,040$17.3M0.04%+5,56113F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC155,706$17.2M7.2%-7,26213F-HRTimeline
Midwest Professional Planners, LTD.155,474$17.2M4.04%+13,74813F-HRTimeline
M. Kulyk & Associates, LLC155,128$17.1M3.2%-7,02113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC152,620$16.8M0.01%-78,41313F-HRTimelineGroup
NewEdge Advisors, LLC145,787$16.1M0.06%+2,32113F-HR/ATimeline
Independent Solutions Wealth Management…145,014$16M2.36%+33,31513F-HRTimeline
Fairvoy Private Wealth, LLC144,859$16M3.82%+11,06713F-HRTimeline
Presidio Capital Management, LLC143,842$15.9M4.61%-6,86913F-HRTimeline
Beacon Pointe Advisors, LLC142,763$15.8M0.08%-2,40813F-HRTimeline
Mascoma Wealth Management LLC140,462$15.5M3.2%-54,30213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.138,295$15.2M0.1%+79,47413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC137,329$15.2M0.22%+113,04113F-HRTimelineGroup
Smithfield Trust Co134,826$14.9M0.65%+2,08113F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC134,791$14.9M0.42%-1,32513F-HRTimeline
IPG Investment Advisors LLC130,628$14.4M2.48%-15,74713F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC128,329$14.2M1.99%new13F-HRTimeline
Silicon Valley Capital Partners128,263$14.2M1.39%-3,71913F-HRTimeline
NerdWallet Wealth Partners, LLC127,248$14M6.13%-8,95013F-HRTimeline
KWMG, LLC125,721$13.9M1.16%+5,14013F-HRTimeline
Trajan Wealth LLC124,400$13.7M0.55%-14,61113F-HRTimeline
Creative Planningin group Creative Planning120,718$13.3M0.01%+10,47513F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC118,735$13.1M0.33%+48,89013F-HRTimeline
AMG National Trust Bank115,953$12.8M0.28%+23,60413F-HRTimeline
BANQUE PICTET & CIE SA113,089$12.5M0.14%-5,98613F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.110,250$12.2M5.95%+3,50013F-HRTimeline
CWA Asset Management Group, LLC109,875$12.1M0.42%+33,04213F-HRTimeline
GFS Advisors, LLC109,141$12M1.54%-18,19813F-HR/ATimeline
Lee Financial Co109,121$12M1.7%-38,70313F-HRTimeline
Winch Advisory Services, LLC107,026$11.8M2.7%-88613F-HRTimeline
STOLZ & ASSOCIATES, PS106,369$11.7M8.18%+13,57113F-HRTimeline
MAYPORT, LLC105,240$11.6M2.16%+44413F-HRTimeline
Twelve Points Wealth Management LLC104,097$11.5M2.53%-20,77913F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding103,032$11.4M+48,169Timeline
DOVER ADVISORS, LLC101,407$11.2M4.63%+55,91713F-HRTimeline
Steward Partners Investment Advisory, L…101,108$11.2M0.06%+13,71813F-HRTimeline
Farringdon Capital, Ltd.95,088$10.5M2.3%013F-HRTimeline
Prime Capital Investment Advisors, LLC94,040$10.4M0.12%+72,09013F-HRTimeline
MinichMacGregor Wealth Management, LLC93,278$10.3M1.82%+6,04113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC90,692$10M0.08%+64,32713F-HRTimelineGroup
STABLEFORD CAPITAL II LLC90,648$10M3.72%+51,23213F-HRTimeline
OAK FAMILY ADVISORS, LLC90,593$10M3.08%+3,12113F-HRTimeline
Arete Wealth Advisors, LLC90,540$9.99M0.75%-8,07713F-HR/ATimeline
Meridian Wealth Management, LLC90,487$9.99M0.35%+4,14013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.90,099$9.95M0.54%+27,61113F-HRTimelineGroup
IronBridge Private Wealth, LLC88,764$9.8M3.16%+35,22613F-HRTimeline
ALLIANCEBERNSTEIN L.P.88,398$9.74M<0.01%+74,01713F-HRTimeline
Whalen Wealth Management Inc.85,491$9.44M5.06%-18,50513F-HRTimeline
Aegis Wealth Management LLC84,398$9.32M5.33%+50913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding84,047$9.28M-41,348Timeline
Crescent Grove Advisors, LLC83,399$9.21M0.91%-113,19013F-HRTimeline
Main Street Financial Solutions, LLC82,614$9.12M0.67%+1,04113F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC82,208$9.07M7.69%-17,87013F-HRTimeline
CVA Family Office, LLC81,047$8.95M0.94%+4,47713F-HRTimeline
One Day In July LLC80,578$8.89M0.71%-1,96813F-HRTimeline
Apex Wealth Management, LLC80,391$8.87M6.09%+29,40613F-HRTimeline
FLOW TRADERS U.S. LLC80,359$8.87M0.28%+57,41713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC79,640$8.79M0.05%new13F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.78,676$8.69M2.95%+1,66513F-HRTimeline
Onyx Bridge Wealth Group LLC77,423$8.55M0.92%-9,10613F-HRTimeline
SBI Securities Co., Ltd.77,351$8.54M0.23%+48,63713F-HRTimeline
Mader & Shannon Wealth Management, Inc.77,279$8.53M3.95%+48,80413F-HRTimeline
Pacifica Partners Inc.76,942$8.49M2.82%+9,18613F-HRTimeline
VanWeelden Wealth Management, LLC74,648$8.24M6.57%-2,00813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS73,522$8.12M0.01%+72,06913F-HRTimelineGroup
RFG Advisory, LLC72,933$8.05M0.15%-5,62513F-HRTimeline
UNITED BANK72,290$7.98M1.02%-51813F-HRTimeline
GatePass Capital, LLC71,235$7.86M3.82%-6,05013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC70,814$7.82M<0.01%+39,61813F-HRTimelineGroup
Adaptive Financial Consulting, LLC70,064$7.73M2.96%+3,80013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC68,152$7.52M0.17%-2,53813F-HR/ATimeline
GREENLEAF TRUST67,543$7.46M0.07%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC67,205$7.42M0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC67,174$7.42M0.02%-3,12313F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…66,874$7.38M0.06%-18,45313F-HRTimelineGroup
Pacific Center for Financial Services66,600$7.35M1.86%+64,71513F-HRTimeline
Climber Capital SA66,175$7.3M4.78%-20,43513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/66,118$7.3M<0.01%-68,77613F-HRTimelineGroup
Atria Investments, Inc65,940$7.28M0.08%+31,61413F-HRTimeline
Luminist Capital LLC65,760$7.26M9.65%+23,92313F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC64,616$7.13M2.97%+1,69913F-HRTimeline
BFSG, LLC64,082$7.07M0.67%+1,49813F-HRTimeline
Mutual Advisors, LLC63,584$7.02M0.15%+3,66713F-HRTimeline
Sanctuary Advisors, LLC62,722$6.92M0.04%-7,88213F-HRTimeline
WEALTH ALLIANCE, LLC62,582$6.91M0.68%+19,33213F-HRTimeline
Independent Advisor Alliance61,802$6.82M0.07%+59,75313F-HRTimeline
GUIDANCE CAPITAL, INC61,651$6.79M1.52%+59113F-HRTimeline
Vernal Point Advisors, LLC61,001$6.73M2.74%-2,23613F-HRTimeline
BDFS Capital LLC60,532$6.68M3.22%+2,05113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP60,186$6.64M<0.01%+8,53913F-HRTimelineGroup
Integrated Wealth Concepts LLC59,713$6.59M0.05%+14,41613F-HRTimeline
DAVENPORT & Co LLC59,463$6.56M0.04%-1,14013F-HRTimeline
SCOTIA CAPITAL INC.59,386$6.56M0.03%-5,32613F-HRTimeline
WEDBUSH SECURITIES INC59,182$6.53M0.19%+2,07913F-HRTimeline
IFP Advisors, Inc58,870$6.5M0.13%-14,02113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.58,765$6.49M0.59%+33,73313F-HRTimelineGroup
D.A. DAVIDSON & CO.57,999$6.4M0.04%+19,05113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP57,957$6.4M0.24%+33913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…57,140$6.31M0.02%+10,30513F-HRTimelineGroup
CAMBIENT FAMILY OFFICE, LLC56,489$6.24M0.87%+4,42513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC56,096$6.19M4.69%-10,20813F-HRTimeline
Capital Wealth Alliance, LLC56,064$6.19M2.8%+1,12013F-HRTimeline
Asset One Wealth Management LLC55,894$6.16M0.68%+1,55313F-HRTimeline
San Luis Wealth Advisors LLC55,611$6.14M1.02%+2,59113F-HRTimeline
RIA Advisory Group LLC55,576$6.14M1.5%+1,58913F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP52,750$5.82M<0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC52,175$5.76M0.02%+5,83513F-HRTimelineGroup
Engineers Gate Manager LP51,667$5.7M0.07%new13F-HRTimeline
Procyon Advisors, LLC51,620$5.7M0.28%-2,34413F-HRTimeline
Spartan Planning & Wealth Management51,572$5.69M4.21%+48,49313F-HRTimeline
Purewater Capital LLC51,563$5.69M5.46%13F-HRTimeline
Larry Mathis Financial Planning, LLC51,532$5.69M5.1%+44,50813F-HRTimeline
Private Advisor Group, LLC51,178$5.65M0.03%+2,78613F-HRTimeline
American Investment Services, Inc.51,075$5.64M1.26%+96613F-HRTimeline
BURLING WEALTH PARTNERS, LLC51,027$5.63M0.91%new13F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.50,864$5.61M2.1%-1,03713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC49,930$5.51M1.65%-4,15813F-HRTimeline
Baring Financial LLC49,159$5.43M3.32%+2,75813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\48,783$5.39M0.01%-4413F-HRTimelineGroup
Strategic Blueprint, LLC47,935$5.29M0.31%+2,05413F-HRTimeline
Hixon Zuercher, LLC47,842$5.28M1.64%+32513F-HRTimeline
North Star Investment Management Corp.47,389$5.23M0.32%+32,34113F-HRTimeline