ISHARES TR

$SHV
← All companies Sign in to track
Smart money positioned

18 of the Top-200 alpha managers hold $SHV as of the latest 13F snapshot.

13F holders
735
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

18 holders · Q1 2026

$SHV is held by 18 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 21.08%, with an average of 1.87% of portfolio. Largest holder: Sulzberger Capital Advisors, Inc. at 21.08%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Sulzberger Capital Advisors, Inc.
21.08% NEW
α +15.0pts
02
NerdWallet Wealth Partners, LLC
6.13% NEW
α +11.3pts
03
Independent Solutions Wealth Management, LLC
2.36% NEW
α +19.1pts
04
Impact Partnership Wealth, LLC
0.36% NEW
α +10.3pts
05
Plum Street Advisors, LLC
0.33% held
α +18.0pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 735 · Source: 13F-HR
01
Banyan Capital Management, Inc.
0.04% of portfolio
22,270,356 sh
02
State Farm Mutual Automobile Insurance Co.
0.11% of portfolio
11,153,352 sh
03
Taconic Capital Advisors LP
0.10% of portfolio
3,372,278 sh
04
Capital CS Group, LLC
62.68% of portfolio
2,158,181 sh
05
Wealthfront Advisers LLC
0.50% of portfolio
2,048,039 sh
06
Marquette Asset Management, LLC
0.06% of portfolio
1,952,895 sh
07
Carlson Capital Management
4.09% of portfolio
1,812,864 sh
08
American Assets Capital Advisers, LLC
8.18% of portfolio
1,580,998 sh
09
Old Republic International Corp.
1.10% of portfolio
1,432,889 sh
10
Wealthspire Retirement, LLC
9.49% of portfolio
1,416,321 sh
See all 735 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SHV in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SHV in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:38 UTC.