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Disclosery

SHY ISHARES TR

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COM (fund)

1,193 managers (1,210 13F filers) reported a position in SHY shares at 2026-06-30, 246,122,991 shares in all. 84 filers opened a position and 92 filers sold out during the quarter.

Managers
1,193
13F filers
1,210
New
84
Added
504
Reduced
439
Sold out
92
Shares held by filers
246,122,991

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY23,782,177$1.95B0.1%+1,251,73413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS21,086,882$1.73B2.65%+1,895,99613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,222,354$1.41B0.09%+1,572,82213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.12,621,912$1.04B0.02%+931,25713F-HRTimelineGroup
FMR LLCin group FMR LLC11,506,634$945M0.04%+7,427,81713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,027,794$742M0.04%-3,479,51013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,154,693$510M0.1%-250,23113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,682,654$467M0.08%-32,19913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,600,457$460M0.08%-113,27913F-HRTimelineGroup
LPL Financial LLC5,477,221$450M0.1%-396,02813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,038,978$414M0.11%+460,37413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding4,711,010$387M-113,722Timeline
ASSETMARK, INCin group ASSETMARK, INC4,577,908$376M0.65%+1,402,22813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,344,176$357M0.13%+676,40313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,600,946$296M-103,834Timeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …3,545,364$291M0.23%+2,454,48513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,485,702$286M0.05%-29,95013F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding2,872,666$236M+124,630Timeline
PINEBRIDGE INVESTMENTS ASIA LTD2,773,000$228M77.87%+36,00013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,766,431$227M0.11%+337,69113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,676,009$220M0.26%+372,63213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,125,383$175M0.15%+619,46113F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd1,425,189$117M1.47%+535,11813F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,400,733$115M0.06%-80,77313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,268,932$104M-46,573Timeline
Charles Schwab Trust Cogroup of 2 filers holding1,203,070$98.8M-23,591Timeline
Smithfield Trust Co1,141,250$93.7M3.74%+24,56813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,133,190$93M0.04%+298,55713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,053,819$86.5M0.03%+303,90013F-HRTimelineGroup
TFC Financial Management, Inc.1,026,401$84.3M9.34%+35,71213F-HRTimeline
Americana Partners, LLC993,588$81.6M1.84%+38,90513F-HRTimeline
Quent Capital, LLC944,744$77.6M4.77%+172,67113F-HRTimeline
Wealthfront Advisers LLC910,823$74.8M0.14%-103,95513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.898,751$73.8M0.09%-78,24513F-HRTimelineGroup
CX Institutional894,736$73.5M2.12%+485,88213F-HRTimeline
Bleakley Financial Group, LLC870,227$71.5M0.91%-13,17113F-HRTimeline
Modern Wealth Management, LLC849,764$69.8M0.83%+379,97313F-HRTimeline
CWA Asset Management Group, LLC843,777$69.3M2.13%-33,86213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC837,714$68.8M0.01%-44,53113F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC818,344$67.2M1.23%-12,84513F-HRTimeline
Wealthspire Advisors, LLC817,585$67.1M0.37%+798,81413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC814,969$66.9M0.24%-114,84113F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…775,709$63.7M2.37%-6,42613F-HRTimeline
MML INVESTORS SERVICES, LLC773,885$63.5M0.13%+185,76913F-HRTimeline
HighTower Advisors, LLC739,930$60.8M0.06%-9,21413F-HRTimeline
ATWOOD & PALMER INC732,119$60.1M3.21%+14,90013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC727,713$59.8M1.05%-95,61513F-HRTimeline
Allianz SEgroup of 2 filers holding713,673$58.6M+263,499Timeline
US BANCORP \DE\in group US BANCORP \DE\708,259$58.2M0.06%-57,02113F-HRTimelineGroup
Amundiin group Amundi669,900$55M0.01%013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding664,950$54.6M-48,851Timeline
Fisher Asset Management, LLC654,407$53.7M0.02%+49,62413F-HRTimeline
Cetera Investment Advisers626,684$51.5M0.05%+13,22413F-HRTimeline
SCOPUS ASSET MANAGEMENT, L.P.605,726$49.7M1.17%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …583,186$47.9M0.33%+8,08113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC550,188$45.2M0.29%-22,83213F-HRTimelineGroup
America First Investment Advisors, LLC535,584$44M8.16%-1,45213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…484,807$39.8M0.45%-18,88913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…481,437$39.5M0.06%+58,34713F-HRTimelineGroup
Dakota Wealth Management476,187$39.1M0.75%+56,18113F-HRTimeline
Farther Finance Advisors, LLC468,870$38.5M0.3%+53,28513F-HRTimeline
Strategic Investment Advisors / MI458,650$37.7M2.28%+137,11013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.449,563$36.9M0.23%+117,39513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp434,450$35.7M0.1%+8,12113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…427,389$35.1M0.12%+17,85213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …421,143$34.6M0.05%013F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC411,860$33.7M5.23%+1,23713F-HRTimelineGroup
Steward Partners Investment Advisory, L…410,527$33.7M0.17%-662,50213F-HRTimeline
Mariner, LLCin group Mariner, LLC407,521$33.5M0.04%+54,82513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…459,741$33.1M0.06%+18,07013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC400,907$32.9M0.93%+2,11113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT399,031$32.8M0.23%-4813F-HRTimeline
Edge Wealth Management LLC393,457$32.3M5.44%+3,00013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp389,010$31.9M1.33%+1,37813F-HRTimelineGroup
Private Advisor Group, LLC369,227$30.3M0.14%-79,70813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC365,570$30M0.04%+55,98413F-HRTimeline
Curi Capital, LLC363,486$29.8M0.46%-73,14913F-HRTimeline
Advisory Services Network, LLC361,991$29.7M0.34%+21,33713F-HRTimeline
NorthCoast Asset Management LLC355,292$29.2M0.65%+112,14213F-HRTimeline
Proficio Capital Partners LLC354,385$29.1M1.05%-32,69413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding343,413$28.2M-19,946Timeline
Mesirow Financial Investment Management…335,614$27.6M0.43%-305,95613F-HRTimeline
Santa Clara Valley Transportation Autho…334,415$27.5M21.26%+4,87813F-HRTimeline
ELEMENT POINTE ADVISORS, LLC332,037$27.3M4.39%+5,47613F-HRTimeline
Birchcreek Wealth Management, LLC330,048$27.1M10.56%+37,59913F-HRTimeline
FINANCIAL CONSULATE, INC328,601$27M3%+5,32413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP326,906$26.8M0.04%-28,63713F-HR/ATimelineGroup
Fiduciary Group, LLC321,396$26.4M2.07%-16,42313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC320,887$26.3M0.12%+1,59713F-HRTimeline
Sigma Planning Corp320,294$26.3M0.66%+17,00613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP318,760$26.2M0.01%+82,16213F-HRTimelineGroup
SCOTIA CAPITAL INC.315,443$25.9M0.1%+16,93113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.303,706$24.9M0.03%+15,95413F-HRTimelineGroup
Cambridge Investment Research Advisors,…301,092$24.7M0.06%+37713F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC300,808$24.7M0.39%+242,84013F-HRTimeline
NIXON PEABODY TRUST CO299,198$24.6M1.74%+17,09113F-HRTimeline
Kingsview Wealth Management, LLC288,562$23.7M0.29%+17,44013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC281,607$23.1M0.17%+2,05913F-HRTimeline
Clarity Financial LLC266,695$21.9M1.87%+4,50713F-HRTimeline
Global Trust Asset Management, LLC265,342$21.8M6.81%+62,56613F-HRTimeline
West Virginia University Foundation, Inc261,567$21.5M1.75%013F-HRTimeline
Dynamic Advisor Solutions LLC261,185$21.4M0.61%+17,03213F-HRTimeline
CVS HEALTH Corp258,100$21.2M9.41%+25,00013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC255,546$21M0.63%+20,74513F-HRTimelineGroup
NewEdge Advisors, LLC255,245$21M0.06%-41,51713F-HRTimeline
Mader & Shannon Wealth Management, Inc.252,127$20.7M9.67%+67013F-HRTimeline
Ballast, Inc.245,825$20.2M3.81%+24,41013F-HRTimeline
Ridgepath Capital Management LLC244,221$20.1M8.85%new13F-HRTimeline
Procyon Advisors, LLC240,948$19.8M0.86%-47213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP239,897$19.7M0.23%+9,47813F-HRTimeline
Elevate Capital Advisors, LLC234,728$19.3M10.67%+57,84213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC231,566$19M0.01%new13F-HRTimeline
Barry Investment Advisors, LLC229,559$18.8M3.94%+74,56813F-HRTimeline
DT Investment Partners, LLC228,347$18.7M1.4%+28,01813F-HRTimeline
Portfolio Design Labs, LLC226,022$18.6M3.04%+20,06413F-HRTimeline
Sollinda Capital Management LLC225,674$18.5M3.96%+222,38813F-HRTimeline
Wealthspire Retirement, LLC225,123$18.5M1.01%+13,31013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…222,852$18.3M0.16%-5,17813F-HRTimelineGroup
MBL Wealth, LLC213,461$17.5M1.2%+6,39013F-HRTimeline
Acorns Advisers, LLC213,105$17.5M0.11%+11,86813F-HRTimeline
INSIGHT 2811, INC.210,540$17.3M7%-65413F-HRTimeline
MONTAG A & ASSOCIATES INC210,022$17.2M0.73%+10,15913F-HRTimeline
Ashton Thomas Private Wealth, LLC207,508$17M0.36%-104,82513F-HRTimeline
Empowered Funds, LLC207,164$17M0.09%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.204,045$16.8M0.01%-95,87013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC199,454$16.4M0.01%+8,88813F-HRTimelineGroup
Innova Wealth Partners192,708$15.8M6.55%-125,43513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/192,260$15.8M0.01%+90,12413F-HRTimelineGroup
CLEAR WAVE WEALTH MANAGEMENT LLC191,530$15.7M3.5%+12,26913F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP191,523$15.7M0.55%+73,63613F-HRTimeline
Northstar Advisory Group, LLC188,803$15.5M4.82%+59,81513F-HRTimeline
Integrated Wealth Concepts LLC188,448$15.5M0.08%+41,03313F-HRTimeline
Orion Porfolio Solutions, LLC187,659$15.4M0.12%-11,79613F-HRTimeline
Everstar Asset Management, LLC185,637$15.2M7.35%+70,48513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC184,359$15.1M0.19%-9,73913F-HRTimeline
CAMDEN NATIONAL BANK183,465$15.1M1.96%+9,38713F-HRTimeline
StrongBox Wealth, LLC182,124$15M4.26%+3,80513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…180,720$14.8M0.01%+135,83013F-HRTimelineGroup
IFP Advisors, Inc180,492$14.8M0.27%+25,67513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO179,273$14.7M0.22%+108,51513F-HRTimeline
Salomon & Ludwin, LLC178,384$14.6M1.2%+7,47113F-HRTimeline
Ifrah Financial Services, Inc.175,417$14.4M3.52%+2,77513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC171,523$14.1M0.09%+25,12713F-HRTimelineGroup
Broyhill Asset Management, LLC166,873$13.7M12.18%+85,14913F-HR/ATimeline
1832 Asset Management L.P.158,913$13M0.02%+1,51213F-HRTimeline
McKinley Carter Wealth Services, Inc.155,453$12.8M0.66%+39,49813F-HRTimeline
AdvisorNet Financial, Inc155,168$12.7M0.58%+2,69013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management154,574$12.7M0.13%+26,35513F-HRTimelineGroup
Beacon Pointe Advisors, LLC153,791$12.6M0.06%+78,57113F-HRTimeline
SYNTAX RESEARCH, INC.153,197$12.6M9.19%+74,14913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding151,750$12.5M-8,827Timeline
Clearstead Advisors, LLC151,379$12.4M0.12%+5,70713F-HRTimeline
LEUTHOLD GROUP, LLC149,887$12.3M1.24%-7,11513F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC149,814$12.3M1.51%013F-HRTimeline
MAI Capital Management148,847$12.2M0.05%+24,19413F-HRTimeline
Argent Advisors, Inc.148,295$12.2M3.05%+1,57013F-HRTimeline
Parkway Wealth Management Group, LLC145,456$11.9M1.38%-1,28413F-HRTimeline
GFS Advisors, LLC10,936$11.9M1.83%+6,22213F-HR/ATimeline
Janney Montgomery Scott LLC145,222$11.9M0.02%-5,65513F-HRTimeline
Foundations Investment Advisors, LLC145,006$11.9M0.12%-17,45113F-HRTimeline
CRITERIA CAIXA, S.A.U.2,000,000$11.9M50.3%013F-HRTimeline
Convergence Financial, LLC144,708$11.9M0.94%new13F-HRTimeline
D.A. DAVIDSON & CO.143,663$11.8M0.07%-8,80813F-HRTimeline
Capital Investment Services of America,…139,864$11.5M1.13%-4,48613F-HRTimeline
Main Street Financial Solutions, LLC138,410$11.4M0.73%+33,96013F-HRTimeline
MBA Advisors LLC138,014$11.3M3.86%+13,88213F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…137,118$11.3M0.21%+14,70913F-HRTimelineGroup
Pointe Capital Management LLC136,813$11.2M5.03%+18,27013F-HRTimeline
Global Retirement Partners, LLC136,583$11.2M0.17%13F-HRTimeline
FIRST AMERICAN TRUST, FSB135,168$11.1M0.67%-2,45713F-HRTimeline
Creative Planningin group Creative Planning134,584$11.1M0.01%-7,20713F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC134,335$11M2.17%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…133,271$10.9M0.74%+51513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…127,822$10.5M0.06%-72,11613F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.127,224$10.4M3.2%-33213F-HRTimeline
Lake Hills Wealth Management, LLC124,748$10.2M4.66%+44,12913F-HRTimeline
Shira Ridge Wealth Management124,436$10.2M3.56%+23,98913F-HRTimeline
Pure Financial Advisors, LLC123,851$10.2M0.13%+10,05513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.121,900$10M1.02%-57813F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP121,281$9.97M0.01%+66,46013F-HRTimeline
Symmetry Partners, LLC119,092$9.78M0.5%+9,07213F-HRTimeline
LITTLE HOUSE CAPITAL LLC118,056$9.69M2.18%+2,18113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC117,668$9.66M0.26%+5,50813F-HRTimeline
NerdWallet Wealth Partners, LLC117,175$9.62M3.32%+13,48413F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.116,587$9.57M2.58%+3,35413F-HRTimeline
TIAAgroup of 2 filers holding116,101$9.53M+8,927Timeline
CABOT WEALTH MANAGEMENT INC115,086$9.45M0.96%-94,68213F-HRTimeline
Heck Capital Advisors, LLC114,688$9.42M0.56%+19,04613F-HRTimeline
World Investment Advisors113,761$9.39M0.16%-24713F-HRTimeline
Buttonwood Financial Advisors Inc.114,361$9.39M2.86%+3,62613F-HRTimeline
BayBridge Capital Group, LLC112,758$9.26M4.82%+24,09313F-HRTimeline
Dogwood Wealth Management LLC111,404$9.15M3.61%+4,02313F-HRTimeline
KFA Private Wealth Group, LLC110,642$9.08M2.19%+13,18113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED110,511$9.07M0.55%+8,65213F-HRTimeline
Spectrum Strategic Capital Management, …110,415$9.07M4.49%+3,86413F-HRTimeline
OneDigital Investment Advisors LLC109,749$9.01M0.08%-172,22313F-HRTimeline
Alamar Capital Management, LLC109,659$9M4.55%-3,56513F-HRTimeline
PALLADIEM, LLC108,950$8.95M8.68%new13F-HRTimeline
Premier Path Wealth Partners, LLC108,868$8.94M1.03%+7,12913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO108,042$8.88M0.11%-6,28913F-HRTimeline