Skip to content
Disclosery

SLV ISHARES SILVER TR

Follow

COM (fund), issuer CIK 1330568

1,004 managers (1,014 13F filers) reported a position in SLV shares at 2025-03-31, 168,376,505 shares in all. 152 filers opened a position and 73 filers sold out during the quarter.

Managers
1,004
13F filers
1,014
New
152
Added
339
Reduced
238
Sold out
73
Shares held by filers
168,376,505

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
VestGen Advisors, LLC10,727$332K0.02%13F-HRTimeline
Human Investing LLC10,636$330K0.06%013F-HRTimeline
DAGCO, INC.10,605$329K0.11%013F-HRTimeline
Segment Wealth Management, LLC10,600$328K0.02%013F-HRTimeline
Sonora Investment Management Group, LLC10,600$328K0.03%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO10,575$328K0.08%+19013F-HRTimeline
SlateStone Wealth, LLC10,560$327K0.03%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC10,500$325K0.03%+2,00013F-HRTimeline
Redhawk Wealth Advisors, Inc.10,486$325K0.04%+2,01413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,470$324K0.02%+2,14713F-HRTimeline
WMG Financial Advisors, LLC10,453$324K0.14%+83113F-HRTimeline
Norris Financial Group, LLC10,444$324K0.15%-46,32513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.10,428$323K0.15%013F-HRTimeline
SCHULHOFF & CO INC10,400$322K0.14%+45013F-HRTimeline
First Business Financial Services, Inc.10,400$322K0.03%new13F-HRTimeline
Laidlaw Wealth Management LLC10,393$322K0.96%-55,09113F-HRTimeline
Fortis Capital Advisors, LLC10,370$321K0.07%new13F-HRTimeline
PRIVATE TRUST CO NA10,296$319K0.03%+1,66013F-HRTimeline
Financial Designs Corp10,274$318K0.22%-61113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,267$318K0.02%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …10,310$317K0.02%+49713F-HRTimelineGroup
Mesirow Financial Investment Management…10,178$315K0.01%new13F-HRTimeline
Comprehensive Financial Consultants Ins…10,165$315K0.11%-1,20013F-HRTimeline
Wealth Management Associates, Inc.10,125$314K0.13%013F-HRTimeline
SS&H Financial Advisors, Inc.10,066$312K0.12%013F-HRTimeline
New England Professional Planning Group…10,004$310K0.15%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC10,000$310K0.06%013F-HRTimeline
Hardin Capital Partners, LLC9,987$309K0.19%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…9,926$308K0.01%013F-HRTimelineGroup
Benin Management CORP9,905$307K0.09%+2,00013F-HRTimeline
Pinnacle Bancorp, Inc.9,856$305K0.1%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC9,844$305K0.06%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,842$305K0.02%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,727$301K0.01%-2,23913F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.9,696$300K0.08%-1,64413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.9,664$299K0.12%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC9,659$299K0.04%+2,09513F-HRTimeline
IFP Advisors, Inc9,643$299K0.01%+90813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT9,627$298K0.02%013F-HRTimeline
Alpha Financial Partners LLC9,620$298K0.24%013F-HRTimeline
Royal Fund Management, LLC9,578$297K0.04%-61213F-HRTimeline
Laurel Wealth Advisors LLC9,552$296K0.05%-50013F-HRTimeline
Plancorp, LLC9,544$296K0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,516$295K0.01%-6,16913F-HRTimeline
Ardent Capital Management, Inc.9,500$294K0.13%new13F-HRTimeline
Coordinated Financial Services, Inc./CO9,500$294K0.23%13F-HRTimeline
Interchange Capital Partners, LLC9,570$294K0.08%+3,48813F-HRTimeline
Radnor Capital Management, LLC9,500$294K0.05%013F-HRTimeline
Cornerstone Management, Inc.9,476$294K0.05%-24913F-HRTimeline
Waterloo Capital, L.P.9,464$293K0.03%new13F-HRTimeline
Smithfield Trust Co9,443$292K0.01%013F-HRTimeline
MBE Wealth Management, LLC9,381$291K0.14%+83113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,307$288K0.01%+74713F-HRTimeline
Mayflower Financial Advisors, LLC9,286$288K0.04%-13813F-HRTimeline
Wilmington Savings Fund Society, FSB9,258$287K0.01%-1,33813F-HRTimeline
Artemis Wealth Advisors, LLC9,244$286K0.06%013F-HRTimeline
AIFG Consultants Ltd.9,240$286K0.47%+96013F-HRTimeline
Creekmur Asset Management LLC9,234$286K0.06%-27313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.9,217$286K<0.01%+4113F-HRTimelineGroup
EVERPAR ADVISORS LLC9,200$285K0.15%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP9,194$285K<0.01%new13F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC9,175$284K0.03%+53313F-HR/ATimeline
Cassaday & Co Wealth Management LLC9,138$283K0.01%013F-HRTimeline
MTM FINANCIAL GROUP, LLC9,040$280K0.16%013F-HRTimeline
Haverford Trust Co9,000$279K<0.01%013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC9,000$279K0.1%013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV8,978$278K0.04%013F-HRTimeline
Ameliora Wealth Management Ltd.8,970$278K0.1%new13F-HRTimeline
Berger Financial Group, Inc8,957$278K0.02%+8813F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.8,952$277K0.11%-70813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,948$277K<0.01%+99613F-HRTimeline
180 WEALTH ADVISORS, LLC8,716$270K0.04%-35113F-HRTimeline
PINNACLE ASSOCIATES LTD8,675$269K<0.01%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC8,675$269K0.06%+10013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.8,624$267K0.04%+10213F-HRTimeline
Grey Ledge Advisors, LLC8,620$267K0.07%+10513F-HRTimeline
Crumly & Associates Inc.8,612$267K0.07%-1,00013F-HRTimeline
Burford Brothers, Inc.8,557$265K0.13%new13F-HRTimeline
Bison Wealth, LLC8,935$264K0.02%new13F-HRTimeline
Private Advisory Group LLC8,526$264K0.03%+18013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd8,509$264K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
American Institute for Advanced Investm…8,504$264K0.2%new13F-HRTimeline
WT Wealth Management8,461$262K0.09%new13F-HRTimeline
Advisory Alpha, LLC8,454$262K0.01%-63313F-HR/ATimeline
Barnes Wealth Management Group, Inc8,427$261K0.17%013F-HRTimeline
Farther Finance Advisors, LLC8,463$259K0.01%+2,11213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA8,754$258K0.01%013F-HRTimeline
Quadrant Private Wealth Management, LLC8,300$257K0.06%-1,56913F-HRTimeline
Lakeridge Wealth Management LLC8,254$256K0.13%new13F-HRTimeline
Cascades Capital Asset Management, LLC8,250$256K0.14%new13F-HRTimeline
PYA Waltman Capital, LLC8,248$256K0.08%013F-HRTimeline
Legacy Financial Advisors, Inc.8,246$256K0.04%new13F-HRTimeline
Petros Family Wealth, LLC8,215$255K0.28%-10013F-HRTimeline
Alta Wealth Advisors LLC8,182$254K0.12%013F-HRTimeline
Thomasville National Bank8,136$252K0.02%+23113F-HRTimeline
BLB&B Advisors, LLC8,077$250K0.01%013F-HRTimeline
Bluesphere Advisors LLC8,056$250K0.14%new13F-HRTimeline
Andina Capital Management, LLC8,033$249K0.18%-1,81213F-HRTimeline
Select Asset Management & Trust8,000$248K0.1%013F-HRTimeline
Total Clarity Wealth Management, Inc.9,370$247K0.08%013F-HRTimeline
Ironwood Financial, llc7,948$246K0.05%-15513F-HRTimeline
Palisades Hudson Asset Management, L.P.7,939$246K0.11%013F-HRTimeline
Nemes Rush Group LLC7,880$244K0.03%+3613F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.7,795$242K0.02%013F-HRTimeline
JT Stratford LLC7,793$242K0.04%new13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC8,519$241K0.02%-5013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.7,772$241K0.04%013F-HRTimeline
UMB Bank, n.a.7,760$240K<0.01%+2,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WNY Asset Management, LLC7,747$240K0.03%new13F-HRTimeline
Royal Capital Wealth Management, LLC7,737$240K0.17%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC7,734$240K0.07%new13F-HRTimeline
Investment Advisory Group, LLC7,722$239K0.08%-4813F-HRTimeline
Compass Ion Advisors, LLC7,673$238K0.03%new13F-HRTimeline
North Forty Two & Co.7,672$238K0.26%new13F-HRTimeline
Modern Wealth Management, LLC7,609$236K0.01%new13F-HR/ATimeline
SILVERLAKE WEALTH MANAGEMENT LLC7,548$234K0.09%-1,00013F-HRTimeline
Global View Capital Management LLC7,531$233K0.08%new13F-HRTimeline
Net Worth Advisory Group7,523$233K0.07%-51613F-HRTimeline
Obermeyer Wealth Partners7,514$233K0.01%-8,54813F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC7,501$232K0.09%new13F-HRTimeline
1ST SOURCE BANK7,500$232K0.01%new13F-HRTimeline
WEALTH ALLIANCE, LLC7,500$232K0.03%new13F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…7,498$232K0.12%new13F-HRTimelineGroup
FORTRESS PRIVATE LEDGER, LLC7,489$232K0.13%-13313F-HRTimeline
LANARK FINANCIAL, INC.7,504$232K0.02%+7,49713F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC7,478$232K0.06%new13F-HR/ATimeline
Lee Financial Co7,440$231K0.04%new13F-HRTimeline
Modera Wealth Management, LLC7,415$230K<0.01%new13F-HRTimeline
Empower Advisory Group, LLC7,325$227K<0.01%-1,06613F-HRTimeline
Wealth Alliance Advisory Group, LLC7,303$226K0.05%new13F-HRTimeline
MANCHESTER FINANCIAL INC7,178$222K0.05%new13F-HRTimeline
Aldebaran Financial Inc.7,125$221K0.27%new13F-HRTimeline
OARSMAN CAPITAL, INC.7,047$218K0.04%-1,08613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC7,044$218K0.03%-2,03613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,043$218K0.01%-75013F-HRTimeline
Aberdeen Wealth Management LLC7,025$218K0.15%new13F-HRTimeline
Centric Wealth Management7,015$217K0.06%new13F-HRTimeline
Summit X, LLC7,008$217K0.05%new13F-HRTimeline
Adams Asset Advisors, LLC7,000$217K0.03%new13F-HRTimeline
Security Financial Services, INC.6,976$216K0.04%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/6,945$215K0.01%-1,75913F-HRTimeline
Innova Wealth Partners6,935$215K0.13%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP6,932$215K0.02%013F-HRTimelineGroup
Broadway Wealth Solutions, Inc.6,852$212K0.15%new13F-HRTimeline
RB Capital Management, LLC6,850$212K0.05%new13F-HRTimeline
Centerpoint Advisors, LLC6,850$212K0.08%013F-HRTimeline
Gainplan LLC6,817$211K0.14%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC6,804$211K0.02%new13F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …6,800$211K<0.01%new13F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC6,798$211K0.04%new13F-HRTimeline
Pineridge Advisors LLC6,793$211K0.08%-1,02613F-HRTimeline
Mission Financial Group, LLC3,088$210K0.19%13F-HRTimeline
Vantage Point Financial LLC6,777$210K0.11%new13F-HRTimeline
Platform Technology Partners6,776$210K0.06%new13F-HRTimeline
United Capital Management of KS, Inc.6,769$210K0.04%-14,55213F-HRTimeline
Blue Zone Wealth Advisors, LLC6,720$208K0.06%new13F-HRTimeline
Cannell & Spears LLC6,665$207K<0.01%new13F-HRTimeline
BridgePort Financial Solutions, LLC6,653$206K0.09%new13F-HRTimeline
Synergy Investment Management, LLC6,653$206K0.09%-14013F-HRTimeline
Secure Asset Management, LLC6,649$206K0.04%new13F-HRTimeline
Causey Wealth LLC6,623$205K0.11%new13F-HRTimeline
Silverleafe Capital Partners, LLC6,623$205K0.07%new13F-HRTimeline
HOGE FINANCIAL SERVICES, LLC6,619$205K0.14%new13F-HRTimeline
Smith Anglin Financial, LLC6,592$204K0.02%new13F-HRTimeline
SLT Holdings LLC6,591$204K0.19%new13F-HRTimeline
Well Done, LLC7,745$204K0.04%-15513F-HRTimeline
Sheaff Brock Investment Advisors, LLC6,551$203K0.02%new13F-HRTimeline
D.B. Root & Company, LLC6,541$203K0.07%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC6,530$202K0.03%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,521$202K0.01%new13F-HR/ATimeline
SteelPeak Wealth, LLC6,508$202K0.01%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC6,498$201K0.07%new13F-HRTimeline
Bremer Bank National Association6,490$201K0.04%new13F-HRTimeline
Sculati Wealth Management, LLC6,489$201K0.08%-5,41313F-HRTimeline
Transce3nd, LLC6,397$197K0.09%+85413F-HRTimeline
BOKF, NAin group BOKF, NA6,257$194K<0.01%013F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC6,192$192K0.09%+18013F-HRTimeline
Acropolis Investment Management, LLC6,060$188K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,860$182K0.01%-2,85013F-HRTimeline
Allianz SEin group Allianz SE5,788$179K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.5,508$170K0.08%013F-HRTimeline
Financial Life Planners5,245$163K0.16%013F-HRTimeline
Cheviot Value Management, LLC5,430$160K0.02%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST5,100$158K0.02%013F-HRTimeline
Inlight Wealth Management, LLC5,087$158K0.1%new13F-HRTimeline
Pandora Wealth, Inc.5,000$155K0.1%13F-HRTimeline
GoalVest Advisory LLC4,912$152K0.04%013F-HRTimeline
Security National Bank4,875$151K0.03%013F-HRTimeline
Traynor Capital Management, Inc.4,645$144K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC4,610$143K0.02%+52913F-HRTimeline
Lindbrook Capital, LLC4,600$143K0.01%+16013F-HRTimeline
Avion Wealth5,336$140K0.04%013F-HRTimeline
Bell Investment Advisors, Inc4,384$136K0.03%013F-HRTimeline
Parallel Advisors, LLC4,336$134K<0.01%+10013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,234$131K0Timeline
Truvestments Capital LLC4,168$129K0.03%+10013F-HRTimeline
AdvisorNet Financial, Inc4,160$129K0.01%+53513F-HRTimeline
ADIRONDACK TRUST CO4,149$129K0.05%-1713F-HRTimeline
Sound Income Strategies, LLC4,044$125K0.01%-1,85213F-HRTimeline
MRP Capital Investments, LLC4,000$124K0.12%013F-HRTimeline