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Disclosery

SLV ISHARES SILVER TR

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COM (fund), issuer CIK 1330568

928 managers (937 13F filers) reported a position in SLV shares at 2024-12-31, 162,065,638 shares in all. 68 filers opened a position and 105 filers sold out during the quarter.

Managers
928
13F filers
937
New
68
Added
318
Reduced
238
Sold out
105
Shares held by filers
162,065,638

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Creekmur Asset Management LLC9,507$250K0.06%013F-HRTimeline
Coordinated Financial Services, Inc.9,500$250K0.2%13F-HRTimeline
Radnor Capital Management, LLC9,500$250K0.04%013F-HRTimeline
PCG Wealth Advisors, LLC9,462$249K0.09%-46813F-HRTimeline
RFG Advisory, LLC9,459$249K0.01%-20813F-HRTimeline
Smithfield Trust Co9,443$249K0.01%013F-HRTimeline
Mayflower Financial Advisors, LLC9,424$248K0.04%+1,05113F-HRTimeline
Maiden Cove Capital, LLC9,400$248K0.23%-78313F-HRTimeline
Alternative Investment Advisors, LLC.9,386$247K0.13%013F-HRTimeline
Total Clarity Wealth Management, Inc.9,370$247K0.08%+17513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA8,754$244K0.01%+2313F-HRTimeline
Artemis Wealth Advisors, LLC9,244$243K0.04%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,241$243K0.02%+1,08113F-HR/ATimeline
CX Institutional9,220$243K0.01%-14,55413F-HRTimeline
Tradewinds Capital Management, LLC9,218$243K0.06%+3,88013F-HRTimeline
EVERPAR ADVISORS LLC9,200$242K0.12%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.9,176$242K<0.01%+9,13713F-HRTimelineGroup
Cassaday & Co Wealth Management LLC9,138$241K0.01%013F-HRTimeline
Advisory Alpha, LLC9,087$239K0.01%+1,57413F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC9,080$239K0.03%-1,024,81613F-HRTimeline
180 WEALTH ADVISORS, LLC9,067$239K0.04%-48013F-HRTimeline
Bison Wealth, LLC9,050$238K0.05%new13F-HRTimeline
MTM FINANCIAL GROUP, LLC9,040$238K0.14%013F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC9,006$237K<0.01%-13,58913F-HRTimelineGroup
Haverford Trust Co9,000$237K<0.01%013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC9,000$237K0.08%013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC8,569$237K0.02%-25013F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV8,978$236K0.04%-1,23513F-HRTimeline
Morton Capital Management LLC/CA8,944$235K0.04%new13F-HRTimeline
Riggs Asset Managment Co. Inc.8,838$234K0.06%+36413F-HRTimeline
Berger Financial Group, Inc8,869$234K0.02%new13F-HRTimeline
IFP Advisors, Inc8,735$230K0.01%+1,09613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT8,710$229K0.01%-2,40013F-HRTimeline
OLD NATIONAL BANCORP /IN/8,704$229K0.01%013F-HRTimeline
Executive Wealth Management, LLC8,689$229K0.02%-6,36513F-HRTimeline
PINNACLE ASSOCIATES LTD8,675$228K<0.01%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA8,650$228K0.02%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC8,642$228K0.02%+1,48413F-HR/ATimeline
Zhang Financial LLC8,638$227K0.01%013F-HRTimeline
PRIVATE TRUST CO NA8,636$227K0.02%-8513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,578$226K<0.01%-2,27013F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT LLC8,575$226K0.04%-48813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,560$225K<0.01%013F-HRTimeline
MBE Wealth Management, LLC8,550$225K0.13%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC8,548$225K0.09%new13F-HRTimeline
Well Done, LLC7,900$224K0.04%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.8,522$224K0.03%013F-HRTimeline
Grey Ledge Advisors, LLC8,515$224K0.06%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC8,500$224K0.02%-2,00013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.8,496$224K0.12%+15613F-HRTimeline
Redhawk Wealth Advisors, Inc.8,472$223K0.03%+37213F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC8,471$223K0.22%13F-HRTimeline
Alpha Cubed Investments, LLC8,456$223K0.01%+35013F-HRTimeline
Barnes Wealth Management Group, Inc8,427$222K0.15%13F-HRTimeline
Empower Advisory Group, LLC8,391$221K<0.01%new13F-HRTimeline
Fisher Asset Management, LLC8,349$220K<0.01%new13F-HRTimeline
Private Advisory Group LLC8,346$220K0.02%-1,07913F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,323$219K0.01%013F-HRTimeline
Petros Family Wealth, LLC8,315$219K0.24%13F-HRTimeline
AIFG Consultants Ltd.8,280$218K0.36%+93413F-HRTimeline
PYA Waltman Capital, LLC8,248$217K0.07%013F-HRTimeline
Claro Advisors Inc.8,190$216K0.03%+77513F-HRTimeline
Alta Wealth Advisors LLC8,182$215K0.09%+36013F-HRTimeline
OARSMAN CAPITAL, INC.8,133$214K0.04%-92713F-HRTimeline
Ironwood Financial, llc8,103$213K0.04%-45613F-HRTimeline
BLB&B Advisors, LLC8,077$213K0.01%+25213F-HRTimeline
Net Worth Advisory Group8,039$212K0.06%-12513F-HRTimeline
Select Asset Management & Trust8,000$211K0.08%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,952$209K<0.01%new13F-HRTimeline
Palisades Hudson Asset Management, L.P.7,939$209K0.09%013F-HRTimeline
Benin Management CORP7,905$208K0.06%-80013F-HRTimeline
Thomasville National Bank7,905$208K0.01%-23113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC7,564$207K0.03%-70013F-HRTimeline
Nemes Rush Group LLC7,844$207K0.03%+1,75013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC7,833$206K0.03%013F-HRTimeline
Pineridge Advisors LLC7,819$206K0.08%-161,04713F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…7,816$206K0.03%new13F-HRTimelineGroup
WEATHERLY ASSET MANAGEMENT L. P.7,795$205K0.02%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,793$205K0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.7,772$205K0.03%new13F-HR/ATimeline
Investment Advisory Group, LLC7,770$205K0.07%-22613F-HRTimeline
Royal Capital Wealth Management, LLC7,737$204K0.14%-2,31913F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC7,622$201K0.12%13F-HRTimeline
GeoWealth Management, LLC7,494$197K0.01%-1,12413F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,786$193K0.01%new13F-HRTimelineGroup
Kings Path Partners LLC7,000$184K0.08%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP6,932$183K0.02%013F-HRTimelineGroup
Centerpoint Advisors, LLC6,850$180K0.06%+1,85013F-HRTimeline
Synergy Investment Management, LLC6,793$179K0.08%13F-HRTimeline
BOKF, NAin group BOKF, NA6,257$173K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC6,351$167K0.01%-11,70713F-HRTimeline
Interchange Capital Partners, LLC6,082$160K0.06%-7713F-HRTimeline
Acropolis Investment Management, LLC6,060$160K0.01%013F-HRTimeline
Key Client Fiduciary Advisors, LLC6,012$158K0.07%+82513F-HRTimeline
KIECKHEFER GROUP LLC5,992$158K0.1%13F-HRTimeline
Sound Income Strategies, LLC5,896$155K0.01%-58013F-HRTimeline
Allianz SEin group Allianz SE5,788$152K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.5,760$152K<0.01%-5,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Transce3nd, LLC5,543$148K0.05%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,508$145K0.06%-30313F-HRTimeline
Avion Wealth5,336$140K0.04%+3,93613F-HRTimeline
Financial Life Planners5,245$138K0.12%13F-HRTimeline
Pathway Financial Advisers, LLC5,174$136K0.05%+40013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST5,100$134K0.01%013F-HRTimeline
Rule One Partners, LLC5,001$132K0.11%new13F-HRTimeline
Stuart Chaussee & Associates, Inc.5,000$132K0.03%new13F-HRTimeline
Spartan Fund Management Inc.5,000$132K0.44%+4,00013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP4,921$130K0.03%-1,25913F-HRTimeline
GoalVest Advisory LLC4,912$129K0.04%013F-HRTimeline
ORG Partners LLC4,894$129K0.02%+1,31513F-HRTimeline
Security National Bank4,875$128K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,750$125K0.03%+4,66013F-HRTimeline
Strengthening Families & Communities, L…4,762$125K0.07%+2,67513F-HRTimeline
Lindbrook Capital, LLC4,440$117K0.01%+15013F-HRTimeline
Bell Investment Advisors, Inc4,384$115K0.02%013F-HRTimeline
Venturi Wealth Management, LLC4,361$115K0.01%013F-HRTimeline
Parallel Advisors, LLC4,236$112K<0.01%-7513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,234$111K-400Timeline
Rakuten Securities, Inc.4,195$110K0.04%-9,06713F-HRTimeline
ADIRONDACK TRUST CO4,166$110K0.04%+35613F-HRTimeline
Tandem Financial, LLC4,154$109K0.12%13F-HRTimeline
GPS Wealth Strategies Group, LLC4,081$107K0.01%+2,13613F-HRTimeline
Truvestments Capital LLC4,068$107K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC4,043$106K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,000$105K<0.01%013F-HRTimeline
MRP Capital Investments, LLC4,000$105K0.1%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,878$102K<0.01%013F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC3,767$99.2K0.13%+30313F-HRTimeline
Orion Capital Management LLC3,689$97.1K0.04%new13F-HRTimeline
AdvisorNet Financial, Inc3,625$95.4K0.01%+36513F-HRTimeline
Independence Bank of Kentucky3,515$92.5K0.01%+1,21513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC3,508$92K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.3,431$90.3K0.02%new13F-HRTimeline
Winch Advisory Services, LLC3,414$89.9K0.02%+1,60813F-HRTimeline
Heritage Wealth Advisors3,382$89K<0.01%-65013F-HRTimeline
Coppell Advisory Solutions LLC3,354$88.6K0.01%+1,00013F-HRTimeline
JTC Employer Solutions Trustee Ltd3,260$86K0.01%013F-HRTimeline
City State Bank3,201$84.3K0.03%-2,16513F-HRTimeline
ALBION FINANCIAL GROUP /UT3,000$79K0.01%013F-HRTimeline
PSI Advisors, LLC2,838$74.7K0.02%-4,66713F-HRTimeline
MATHER GROUP, LLC.2,829$74.5K<0.01%new13F-HRTimeline
CGC Financial Services, LLC2,800$73.7K0.03%013F-HRTimeline
Hilltop National Bank2,750$72.4K0.02%+2,00013F-HRTimeline
Centiva Capital, LP2,729$71.9K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC2,681$70.6K0.01%+1,88113F-HRTimeline
Continuum Advisory, LLC2,668$70.2K0.01%-60013F-HRTimeline
WR Wealth Planners, LLC2,633$69.3K0.02%013F-HRTimeline
Avondale Wealth Management2,628$69.2K0.04%013F-HRTimeline
Cherry Tree Wealth Management, LLC2,567$67.6K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,515$66.2K0.01%+29013F-HRTimelineGroup
Sugarloaf Wealth Management, LLC2,500$65.8K0.01%013F-HRTimeline
Peoples Bank/KS2,485$65.4K0.05%+1,22513F-HRTimeline
Bare Financial Services, Inc2,427$63.9K0.03%-1,73613F-HRTimeline
Parkside Financial Bank & Trust2,409$63.4K0.01%+91313F-HRTimeline
Gold Investment Management Ltd.2,328$61.3K0.03%013F-HRTimeline
Castleview Partners, LLC2,255$60.7K0.03%+91613F-HR/ATimeline
Transcendent Capital Group LLC2,300$60.6K0.03%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,240$59K0.04%13F-HRTimeline
Advantage Trust Co2,215$58.3K0.03%-1,38013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department2,198$57.9K0.02%13F-HRTimelineGroup
Darwin Wealth Management, LLC2,189$57.6K0.02%013F-HR/ATimeline
Glass Jacobson Investment Advisors llc2,180$57.4K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NBT BANK, N.A.in group NBT BANK, N.A.2,180$57.4K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.2,170$57.1K<0.01%-45013F-HRTimeline
Lowe Wealth Advisors, LLC2,116$55.7K0.02%013F-HRTimeline
Community Bank, N.A.2,110$55.5K0.01%013F-HRTimeline
Pacific Center for Financial Services2,056$54.1K0.01%+1,20413F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.2,050$54K0.05%13F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,000$52.7K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC2,000$52.7K0.06%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,000$52.7K0.01%new13F-HRTimeline
Pingora Partners LLC2,000$52.7K0.03%013F-HRTimeline
TSFG, LLC1,980$52K0.01%013F-HRTimeline
Mascoma Wealth Management LLC1,974$52K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.1,943$51.2K0.04%13F-HRTimeline
Towne Trust Company, N.A1,925$50.7K0.02%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,921$50.6K<0.01%-5,81513F-HRTimeline
FIRST COMMUNITY TRUST NA1,905$50.2K0.04%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,800$47.4K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,787$47.1K0.01%+213F-HRTimeline
SOA Wealth Advisors, LLC.1,768$46.6K0.01%new13F-HR/ATimeline
Spectrum Wealth Counsel, LLC1,766$46.5K0.01%013F-HRTimeline
Centricity Wealth Management, LLC1,751$46.1K0.04%13F-HRTimeline
Plante Moran Financial Advisors, LLC1,700$44.8K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…1,655$43.6K0.03%013F-HRTimeline
SWAN Capital LLC1,555$40.9K0.02%+2013F-HRTimeline
PROFFITT & GOODSON INC1,550$40.8K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,550$40.8K0.01%013F-HRTimeline
Archer Investment Corp1,529$40.3K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,510$39.8K0.01%+16013F-HRTimeline
Belmont Capital, LLC1,501$39.5K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,459$38.4K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.1,396$36.8K0.02%13F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC1,385$36.5K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC1,378$36.3K0.01%013F-HRTimeline
Stephens Consulting, LLC1,374$36.2K0.01%-2,00013F-HRTimeline
Cornerstone Planning Group LLC1,281$35.2K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,343$35K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smartleaf Asset Management LLC1,281$33.9K<0.01%+1,11513F-HRTimeline
Beacon Capital Management, LLC1,236$32.5K<0.01%-1,45713F-HRTimeline