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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
JFS WEALTH ADVISORS, LLC108,034$8.87M0.44%+1,45213F-HRTimeline
Waverly Advisors, LLC107,804$8.85M0.05%+4,80213F-HRTimeline
Invariant Investment Management106,994$8.77M5.14%+57213F-HRTimeline
Beacon Wealthcare LLC105,748$8.68M2.78%+2,22913F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP105,126$8.63M0.36%new13F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC104,938$8.62M0.39%+9,98413F-HRTimelineGroup
Eley Financial Management, Inc104,921$8.62M2.79%+4,64113F-HRTimeline
Midwest Heritage Bank, FSB104,873$8.61M2.44%+3,91813F-HRTimeline
Edgestream Partners, L.P.104,759$8.6M0.26%+92,19713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV104,738$8.6M0.01%-56,76013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management103,964$8.54M0.26%+7,61913F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…103,125$8.47M0.02%-16,61913F-HRTimelineGroup
Aptus Capital Advisors, LLC101,922$8.37M0.06%-3,11613F-HRTimeline
MARINER INVESTMENT GROUP LLC101,199$8.31M1.95%+25,38213F-HRTimeline
DURANTE & WATERS, LLC100,742$8.27M5.42%+10,44213F-HRTimeline
Cascade Financial Partners, LLC99,694$8.19M0.71%+5,79413F-HRTimeline
Mutual Advisors, LLC99,325$8.16M0.15%+3,90613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.99,113$8.14M0.13%+13,92913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.98,604$8.1M0.05%+4,31513F-HRTimelineGroup
First Heartland Consultants, Inc.94,638$7.77M0.5%+2,49313F-HRTimeline
Members Trust Co93,370$7.67M0.24%-12,09313F-HRTimeline
BRADY FAMILY WEALTH, LLC93,147$7.65M2.21%+8,15013F-HRTimeline
Cerro Pacific Wealth Advisors LLC92,164$7.57M1.71%+4,94413F-HRTimeline
PATTEN & PATTEN INC/TN92,161$7.57M0.4%+8,80913F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC91,691$7.53M4.32%+8,12813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…91,137$7.48M0.18%+90,88513F-HRTimelineGroup
SG Americas Securities, LLC90,799$7.46M<0.01%+82,87413F-HRTimeline
KELLEHER FINANCIAL ADVISORS90,436$7.43M1.05%+69,98313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP90,281$7.41M0.34%-77,32013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC89,004$7.31M0.52%-64,12113F-HRTimeline
Layline Advisors, LLC87,562$7.19M6.45%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC86,851$7.13M0.14%-2,83513F-HRTimelineGroup
Independent Solutions Wealth Management…86,498$7.1M0.93%+1,73713F-HRTimeline
Napier Financial, LLC85,389$7.01M1.46%+2,13213F-HRTimeline
Mount Lucas Management LP84,507$6.94M2.47%+21,78813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…84,438$6.93M0.4%-1,36413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.83,433$6.85M0.45%-1,90313F-HRTimelineGroup
Boltwood Capital Management83,420$6.85M1.57%+9513F-HRTimeline
Westwood Wealth Management82,750$6.79M1.97%+43,70013F-HRTimeline
Sanctuary Advisors, LLC82,587$6.78M0.03%-7,86613F-HRTimeline
Kooman & Associates82,245$6.75M1.81%+2,30613F-HRTimeline
Great Lakes Retirement, Inc.79,934$6.56M0.58%+4,64213F-HRTimeline
Bison Wealth, LLC78,905$6.47M0.6%+3,45913F-HRTimeline
Modus Advisors, LLC78,243$6.42M1.59%+2,19013F-HRTimeline
Kiker Wealth Management, LLC77,686$6.38M2.49%+15,58113F-HRTimeline
Independent Wealth Advisors LLC77,563$6.37M5.76%+29,83513F-HRTimeline
Vestmark Advisory Solutions, Inc.76,225$6.26M0.06%-9,91313F-HRTimeline
DAVENPORT & Co LLC75,973$6.24M0.03%-8,47613F-HRTimeline
SevenBridge Financial Group, LLC76,053$6.23M0.92%-3,09813F-HRTimeline
Able Wealth Management LLC75,736$6.22M1.43%+20713F-HRTimeline
Well Done, LLC74,778$6.14M0.83%-13,40313F-HRTimeline
CPR Investments Inc.74,577$6.12M4.71%+37,19413F-HRTimeline
Capasso Planning Partners LLC74,526$6.12M3.05%-17913F-HRTimeline
Focus Financial Network, Inc.74,405$6.11M0.19%-1,03913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.74,137$6.09M0.22%+4,66013F-HRTimeline
Oxbow Advisors, LLC74,065$6.08M0.49%+7,71213F-HRTimeline
FIDELITY D & D BANCORP INC73,724$6.05M2.08%+5,99713F-HRTimeline
Strategic Blueprint, LLC73,517$6.04M0.3%-1,12913F-HRTimeline
Crescent Grove Advisors, LLC73,325$6.02M0.51%+24,51913F-HRTimeline
American Wealth Advisors, LLC73,107$6M5.63%-1,07513F-HRTimeline
Koa Wealth Management, LLC73,075$6M4.08%+6,31213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC72,255$5.93M0.07%-24,97413F-HRTimelineGroup
Glenview Trust Co72,231$5.93M0.08%+2,18713F-HR/ATimeline
Sugar Maple Asset Management, LLC71,729$5.89M3.8%-7,18913F-HRTimeline
Thayer Partners, LLC / MA71,247$5.85M2.42%+60713F-HRTimeline
Perigon Wealth Management, LLC70,593$5.8M0.09%-10,76013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…70,033$5.75M0.49%+36,44413F-HRTimelineGroup
Quantinno Capital Management LP69,659$5.72M0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL69,455$5.7M0.01%-3,34513F-HRTimeline
BEARING POINT CAPITAL, LLC69,117$5.68M0.77%-58,41513F-HRTimeline
Biltmore Family Office, LLC67,774$5.56M0.73%-5,04913F-HRTimeline
GUIDANCE CAPITAL, INC67,859$5.56M1.19%+7,85613F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC67,732$5.56M1.02%+13,87913F-HRTimeline
Bulltick Wealth Management, LLC67,562$5.55M1.13%-29,44313F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.67,368$5.53M0.03%+85713F-HRTimelineGroup
Checchi Capital Advisers, LLC67,264$5.52M0.35%+1,29613F-HRTimeline
Ameraudi Asset Management, Inc.67,235$5.52M2.5%new13F-HRTimeline
Aries Wealth Management67,145$5.51M1.08%+3,98213F-HRTimeline
National Philanthropic Trust66,890$5.49M0.08%-30,90313F-HRTimeline
Bienville Capital Management, LLC66,573$5.47M0.79%+30,65913F-HRTimeline
SEMITAM BONAM LLC66,497$5.46M4.01%+2,06613F-HRTimeline
FLOW TRADERS U.S. LLC66,128$5.43M0.22%new13F-HRTimeline
Greenspring Advisors, LLC66,108$5.43M0.3%-5,54413F-HRTimeline
Ausdal Financial Partners, Inc.65,894$5.41M0.21%+3,30013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC65,859$5.41M0.01%-33,96913F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…65,587$5.39M0.06%-8,99413F-HRTimelineGroup
One Day In July LLC64,742$5.32M0.37%+1,77213F-HRTimeline
MinichMacGregor Wealth Management, LLC64,091$5.26M0.8%+2,92413F-HRTimeline
Franklin Resourcesgroup of 2 filers holding64,079$5.26M+231Timeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT63,237$5.19M0.22%+6,58013F-HRTimeline
GLOBALT Investments LLC / GA62,850$5.16M0.17%+46,10013F-HRTimeline
PEOPLES BANK /OH62,034$5.09M2.62%+20,42813F-HRTimeline
&PARTNERS61,825$5.06M0.02%-21,69213F-HRTimeline
Arete Wealth Advisors, LLC60,779$4.99M0.33%+1,38913F-HR/ATimeline
Snowden Capital Advisors LLC60,573$4.97M0.12%-813F-HRTimeline
UMB Bank, n.a.59,914$4.92M0.06%-8,93113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Connecticut Wealth Management, LLC59,867$4.92M0.18%+4,54413F-HRTimeline
SigFig Wealth Management, LLC57,713$4.74M0.13%+28313F-HRTimeline
Balefire, LLC57,296$4.7M0.77%-20,97413F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA56,917$4.68M0.13%-30113F-HRTimelineGroup
PCG ASSET MANAGEMENT, LLC56,418$4.63M3.32%+1,37813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding56,115$4.61M+14,862Timeline
VestGen Advisors, LLC55,712$4.57M0.13%+15,57213F-HRTimeline
MMBG INVESTMENT ADVISORS CO.55,554$4.56M0.36%+11,60513F-HRTimeline
Rothschild Wealth LLC55,387$4.55M0.36%+61213F-HRTimeline
Keel Point, LLC55,340$4.54M0.27%+55013F-HRTimeline
ROTHSCHILD INVESTMENT LLC55,135$4.53M0.17%+14,86013F-HRTimeline
NorthCrest Asset Manangement, LLC54,967$4.5M0.12%+79213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS53,650$4.41M<0.01%-88,96513F-HRTimelineGroup
Prepared Retirement Institute LLC53,235$4.37M1.86%-6113F-HRTimeline
Integrated Advisors Network LLC52,972$4.35M0.2%+1,71713F-HRTimeline
MFA Wealth Services52,765$4.33M2.59%+42213F-HRTimeline
Gemmer Asset Management LLC52,598$4.32M0.29%-1,60413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC52,552$4.32M0.29%new13F-HRTimeline
Flagship Private Wealth, LLC52,264$4.29M1.52%+2,99113F-HRTimeline
Liberty Atlantic Advisors LLC52,233$4.29M3.09%+7,87313F-HRTimeline
Ascent Advisors, LLC52,401$4.29M4.95%+17,13513F-HRTimeline
EAGLE GLOBAL ADVISORS LLC51,609$4.24M0.14%+4,40413F-HRTimeline
ARS Wealth Advisors Group, LLC51,477$4.23M0.33%+13,10313F-HRTimeline
IHT Wealth Management, LLC51,444$4.22M0.09%+15,97613F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC51,415$4.22M1.96%-34413F-HRTimeline
Blue Fin Capital, Inc.51,085$4.19M0.61%+86713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC50,562$4.15M0.01%-1,48113F-HRTimelineGroup
CAMBIAR INVESTORS LLC50,119$4.12M0.18%+41213F-HRTimeline
Van Hulzen Asset Management, LLC50,112$4.11M0.29%-2,35513F-HRTimeline
Parallel Advisors, LLC49,976$4.1M0.06%+1,57513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC49,700$4.08M1.39%+37213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers49,367$4.05M<0.01%+26,22513F-HRTimelineGroup
Private Advisory Group LLC49,173$4.04M0.22%+12,06213F-HRTimeline
WESCAP Management Group, Inc.49,054$4.03M0.75%-5,84713F-HRTimeline
JGP Wealth Management, LLC48,915$4.02M0.36%+2,66813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding48,865$4.01M-10,564Timeline
Petros Family Wealth, LLC48,808$4.01M2.45%+8,38013F-HRTimeline
Western Wealth Management, LLC48,768$4M0.13%+6,35313F-HRTimeline
Composition Wealth, LLC48,239$3.96M0.05%+6,48513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC48,024$3.94M<0.01%-1,18713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.47,814$3.93M0.07%new13F-HRTimeline
Wescott Financial Advisory Group, LLC47,624$3.91M0.3%+2,17313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC47,174$3.87M0.01%+29,78213F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK46,811$3.84M0.02%+6,79813F-HRTimelineGroup
Compass Wealth Management, LLC/GA46,668$3.83M1.53%-10,50513F-HRTimeline
Corecam Pte. Ltd.46,269$3.8M1.44%013F-HRTimeline
Perennial Advisors, LLC46,088$3.78M0.58%+1,33513F-HRTimeline
Intrua Financial, LLC45,657$3.75M0.35%-24,06813F-HRTimeline
Martin Capital Partners, LLC45,006$3.7M1.36%-1,30213F-HRTimeline
STOCK YARDS BANK & TRUST CO44,646$3.67M0.1%-6,11013F-HR/ATimeline
BFSG, LLC44,095$3.62M0.32%-37613F-HRTimeline
Performance Wealth Partners, LLC44,095$3.62M0.09%+3,05013F-HRTimeline
Hudock, Inc.43,860$3.6M0.46%+26413F-HRTimeline
Merit Financial Group, LLC43,106$3.54M0.02%-19,67813F-HR/ATimeline
Topel & Distasi Wealth Management, LLC43,026$3.53M1.7%+5913F-HRTimeline
Arax Advisory Partners42,815$3.52M0.02%+34,80113F-HRTimeline
Carr Financial Group Corp42,683$3.5M0.81%+10,88113F-HRTimeline
ASPIRIANT, LLC42,425$3.48M0.09%-3,01613F-HRTimeline
Rooted Wealth Advisors, Inc.42,303$3.47M0.85%+6,48913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC41,730$3.43M0.06%+5,69213F-HRTimeline
Winch Advisory Services, LLC41,695$3.42M0.71%+24213F-HRTimeline
Black Swift Group, LLC41,575$3.41M0.49%+6,27513F-HRTimeline
Samalin Investment Counsel, LLC41,406$3.4M1.09%+7,23813F-HRTimeline
LightSquare Wealth Management, LLC41,360$3.4M2.34%-20613F-HRTimeline
Atria Investments, Inc41,324$3.39M0.03%+14,06713F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…41,394$3.39M1.09%-4,75113F-HRTimeline
Investment Research Partners LLC40,764$3.35M1.13%+22,25713F-HRTimeline
Compound Planning, Inc.40,696$3.34M0.09%-1,17813F-HRTimeline
All Terrain Financial Advisors, LLC40,483$3.32M0.7%-18413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding40,566$3.32M+29,753Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…40,232$3.3M0.11%+8113F-HRTimelineGroup
Mascoma Wealth Management LLC40,186$3.3M0.61%013F-HRTimeline
DSG Capital Advisors, LLC40,015$3.28M0.47%+97013F-HRTimeline
Discipline Wealth Solutions, LLC39,560$3.25M0.28%-61713F-HRTimeline
WHI TRUST Co LLC39,549$3.25M2.1%+16,66013F-HRTimeline
Plan Group Financial, LLC39,402$3.24M0.67%+2,11713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding39,347$3.23M-940Timeline
Westside Investment Management, Inc.39,014$3.2M0.42%+5,65713F-HRTimeline
Blue Capital, Inc.38,944$3.2M2.03%-31613F-HRTimeline
Arkadios Wealth Advisors38,917$3.2M0.05%-40913F-HRTimeline
Trivium Point Advisory, LLC38,768$3.18M0.29%+24,72813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC37,894$3.11M0.22%-70913F-HRTimeline
Investment Advisory Group, LLC37,887$3.11M0.67%-17013F-HRTimeline
HCR Wealth Advisors37,813$3.1M0.28%-4,18313F-HRTimeline
Park Edge Advisors, LLC37,763$3.1M0.66%-18513F-HRTimeline
Smartleaf Asset Management LLC36,999$3.04M0.1%013F-HRTimeline
INVESTMENT HOUSE LLC36,700$3.01M0.14%-1,57513F-HR/ATimeline
CIBC WORLD MARKET INC.36,574$3M0.01%+2,43313F-HRTimeline
IF Advisors, LLC36,199$2.97M1.95%+4,33013F-HRTimeline
Laurel Wealth Advisors LLC36,167$2.97M0.29%+89913F-HRTimeline
RFG Advisory, LLC36,097$2.96M0.05%+1,14013F-HRTimeline
Gateway Wealth Partners, LLC35,676$2.93M0.18%+7,93613F-HRTimeline
Apella Capital, LLC35,710$2.92M0.04%-6,24513F-HRTimeline
BIRCH FINANCIAL GROUP, LLC35,473$2.91M1.5%+2,90413F-HRTimeline
Allworth Financial LP35,039$2.88M0.01%-4,59013F-HRTimeline
BEAM WEALTH ADVISORS, INC.34,744$2.85M0.63%-8,57413F-HR/ATimeline
FINANCIAL MANAGEMENT NETWORK INC34,762$2.85M0.41%-2,97313F-HRTimeline
Counterweight Ventures, LLC34,374$2.82M1.41%-59713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC34,216$2.81M0.06%+2,06113F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC33,491$2.75M0.08%-3,54713F-HRTimeline
Peak Asset Management, LLC33,428$2.74M0.4%-29313F-HRTimeline
Essential Planning, LLC.33,346$2.74M0.77%-1,11313F-HRTimeline
American Investment Services, Inc.33,084$2.72M0.57%-74113F-HRTimeline
SpringVest Wealth Management LLC33,069$2.72M1.71%-2,96013F-HRTimeline