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Disclosery

SHV ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 39 13F filers report a position in SHV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Trust Co890,208$98.2M8.54%+83,73013F-HRTimeline
Farther Finance Advisors, LLC186,738$20.6M0.15%+3,43613F-HRTimeline
STABLEFORD CAPITAL II LLC170,904$18.9M6.54%+5,99513F-HRTimeline
KFA Private Wealth Group, LLC148,856$16.4M3.86%-1,63213F-HRTimeline
KWMG, LLC140,701$15.5M1.12%+8,75413F-HRTimeline
Pacifica Partners Inc.101,696$11.2M3.37%-2,03013F-HRTimeline
Apella Capital, LLC75,945$8.36M0.11%+72,62413F-HRTimeline
Whalen Wealth Management Inc.75,067$8.28M3.55%-2,88413F-HRTimeline
Castle Rock Wealth Management, LLC51,122$5.63M1.06%+45,33513F-HRTimeline
Baring Financial LLC49,276$5.44M2.93%+35713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC39,468$4.34M0.63%-55613F-HRTimeline
Balefire, LLC37,143$4.1M0.64%+27,82413F-HRTimeline
Ridgewood Investments LLC36,306$4.01M1.48%-1213F-HRTimeline
Paladin Partners, LLC30,740$3.39M2.09%013F-HRTimeline
CoreCap Advisors, LLC25,260$2.79M0.08%-1,25713F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC19,713$2.17M0.43%+30713F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC18,377$2.03M0.24%+5,69713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Weaver Consulting Group15,924$1.76M0.34%-48813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC15,390$1.7M0.19%013F-HRTimeline
CENTRAL BANK & TRUST CO14,986$1.65M0.24%+7913F-HRTimeline
Buska Wealth Management, LLC12,745$1.41M0.48%+3,56513F-HRTimeline
Pathway Financial Advisors LLC11,220$1.24M0.14%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.10,173$1.12M0.12%+7,74113F-HRTimeline
Montecito Bank & Trust7,285$804K0.12%013F-HRTimeline
Rosenberg Matthew Hamilton7,134$787K0.14%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,405$596K0.04%-9213F-HRTimeline
Lake Hills Wealth Management, LLC5,248$579K0.27%+1,45313F-HRTimeline
Investment Partners Asset Management, I…4,465$493K0.27%-5013F-HRTimeline
Dominguez Wealth Management Solutions, …3,869$427K0.24%-2,82713F-HRTimeline
Wedmont Private Capital3,663$403K0.01%+1,57513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,626$400K0.03%013F-HRTimelineGroup
Retireful, LLC3,561$393K0.34%new13F-HRTimeline
First Heartland Consultants, Inc.2,421$267K0.02%+4513F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.2,232$246K0.13%new13F-HRTimeline
DAVIDSON TRUST CO1,950$215K0.09%013F-HRTimeline
Investors Research Corp1,817$200K0.04%+6713F-HRTimeline
Bank of New Hampshire256$28.2K0.01%new13F-HRTimeline
Noble Wealth Management PBC235$25.9K0.01%-1,08913F-HRTimeline
Planning Strategies Inc.221$24.4K0.01%013F-HRTimeline