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Disclosery

SHY ISHARES TR

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COM (fund)

1,160 managers (1,174 13F filers) reported a position in SHY shares at 2024-12-31, 226,197,065 shares in all. 87 filers opened a position and 83 filers sold out during the quarter.

Managers
1,160
13F filers
1,174
New
87
Added
423
Reduced
425
Sold out
83
Shares held by filers
226,197,065

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
Van Hulzen Asset Management, LLC96,537$7.91M0.58%+43113F-HRTimeline
TD Waterhouse Canada Inc.96,305$7.9M0.06%-9,72813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT94,158$7.72M0.23%-3,82513F-HRTimeline
Vigilare Wealth Management92,827$7.61M3.09%-15,15013F-HRTimeline
Focus Financial Network, Inc.92,442$7.58M0.3%-1,58813F-HRTimeline
Eley Financial Management, Inc91,711$7.52M2.93%+7,17313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.91,705$7.52M0.52%+6,57613F-HRTimelineGroup
Efficient Advisors, LLC91,096$7.47M0.48%-6,03213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC90,248$7.4M0.08%+2,91913F-HRTimelineGroup
Mutual Advisors, LLC90,059$7.39M0.21%-7,65713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding89,953$7.37M+16,676Timeline
Symmetry Partners, LLC89,664$7.35M1.05%+50,99713F-HRTimeline
Beacon Wealthcare LLC89,661$7.35M2.98%+6,20913F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC89,498$7.34M6.19%+34,35413F-HRTimeline
&PARTNERS89,728$7.31M0.09%-38,49813F-HRTimeline
FORTEM FINANCIAL GROUP, LLC89,020$7.3M2.83%+31313F-HRTimeline
Everstar Asset Management, LLC87,666$7.19M5.08%+9,56013F-HRTimeline
MAI Capital Management87,385$7.16M0.05%new13F-HRTimeline
Sanctuary Advisors, LLC87,063$7.16M0.05%+76613F-HRTimeline
DURANTE & WATERS, LLC87,152$7.14M5.9%+5,86313F-HRTimeline
FUTURE YOU WEALTH LLC86,653$7.1M5.03%13F-HRTimeline
STOCK YARDS BANK & TRUST CO86,251$7.07M0.24%+37,45113F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.85,112$7.02M0.07%-17,88013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…85,202$6.98M0.52%+2,47413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.85,046$6.97M0.07%+10,93713F-HRTimelineGroup
Pure Financial Advisors, LLC83,526$6.85M0.16%+8,11313F-HRTimeline
Independent Solutions Wealth Management…83,363$6.83M1.49%-26,96213F-HRTimeline
Glenview Trust Co82,860$6.79M0.13%-7,36513F-HRTimeline
PSI Advisors, LLC82,729$6.78M2.01%-20,74913F-HRTimeline
Pointe Capital Management LLC82,494$6.76M3.89%+2,06013F-HR/ATimeline
Vernal Point Advisors, LLC82,393$6.75M4.64%013F-HRTimeline
SYNTAX RESEARCH, INC.81,198$6.66M4.77%-3,12413F-HRTimeline
Gemmer Asset Management LLC81,110$6.65M0.65%+1,50913F-HRTimeline
Fortis Group Advisors, LLC81,071$6.65M1.24%-16,51013F-HRTimeline
Values First Advisors, Inc.80,799$6.62M3.65%+28,06013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…80,786$6.62M0.01%-44,04013F-HRTimelineGroup
BayBridge Capital Group, LLC80,080$6.56M4.76%+2,19113F-HRTimeline
Kooman & Associates79,994$6.56M2.37%-82413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/79,320$6.5M0.01%+12,37613F-HRTimelineGroup
ARVEST INVESTMENTS, INC.77,444$6.35M1.02%-84013F-HRTimeline
HTLF Bank77,112$6.32M0.71%-1,92213F-HRTimeline
Sugar Maple Asset Management, LLC77,016$6.31M4.8%+1,73913F-HRTimeline
US FINANCIAL ADVISORS, LLC76,807$6.3M1.94%+2,99213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.75,490$6.19M0.3%+8,32113F-HRTimeline
Dogwood Wealth Management LLC75,329$6.18M3.27%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP74,915$6.14M0.01%+31,43913F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED74,929$6.14M0.57%+70,13213F-HRTimeline
Cerro Pacific Wealth Advisors LLC73,604$6.12M2.03%+6,84213F-HRTimeline
Cascade Financial Partners, LLC72,794$5.97M0.78%+25,20313F-HRTimeline
Biltmore Family Office, LLC72,777$5.97M1%+30713F-HRTimeline
Wolf Group Capital Advisors73,269$5.94M2.88%013F-HRTimeline
Boltwood Capital Management72,452$5.94M1.81%+4,36513F-HRTimeline
Retirement Systems of Alabama72,000$5.9M0.02%013F-HRTimeline
Waverly Advisors, LLC71,338$5.85M0.09%-10,06113F-HRTimeline
Checchi Capital Advisers, LLC70,853$5.81M0.43%+4,17913F-HRTimeline
CAMBIAR INVESTORS LLC70,262$5.76M0.23%-3,16313F-HRTimeline
Buttonwood Financial Advisors Inc.70,091$5.75M2.53%+8,75413F-HRTimeline
Well Done, LLC68,776$5.72M1.05%013F-HRTimeline
Modus Advisors, LLC69,543$5.7M1.79%+50213F-HRTimeline
Sterling Manor Financial, LLC69,224$5.67M3.96%+7,38413F-HRTimeline
First Horizon Advisors, Inc.68,292$5.6M0.16%+29,66513F-HRTimeline
FMR LLCin group FMR LLC66,769$5.47M<0.01%-1,643,93113F-HRTimelineGroup
Capasso Planning Partners LLC66,759$5.47M2.19%+5,42813F-HRTimeline
Financial Engines Advisors L.L.C.65,710$5.39M0.01%+59,58513F-HRTimeline
Geneos Wealth Management Inc.65,653$5.38M0.19%+4,16713F-HRTimeline
PRIVATE MANAGEMENT GROUP INC65,487$5.37M0.19%-3,98013F-HRTimeline
Midwest Heritage Bank, FSB64,668$5.3M2.46%-4,58413F-HRTimeline
NorthCrest Asset Manangement, LLC64,410$5.28M0.16%+1,44113F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management63,152$5.18M0.16%-99713F-HRTimelineGroup
COUNTRY CLUB BANK62,844$5.15M0.34%-1,23013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC62,627$5.13M0.39%+15,60313F-HRTimelineGroup
Apella Capital, LLC61,908$5.08M0.19%-2,38213F-HRTimeline
Prepared Retirement Institute LLC61,878$5.07M2.9%+2,94913F-HRTimeline
Bulltick Wealth Management, LLC60,754$4.98M1.17%-28,90313F-HRTimeline
EQ LLC60,745$4.98M2.34%new13F-HRTimeline
MFA Wealth Services60,656$4.97M3.99%13F-HRTimeline
BLAIR WILLIAM & CO/IL59,988$4.92M0.01%+2,04613F-HRTimeline
CABOT WEALTH MANAGEMENT INC59,923$4.91M0.62%+16113F-HRTimeline
PCG ASSET MANAGEMENT, LLC59,693$4.89M4.29%13F-HRTimeline
Koa Wealth Management, LLC59,287$4.86M3.97%+88213F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…58,925$4.84M1.79%-4,06413F-HRTimeline
Sequent Planning LLC58,983$4.84M1.77%-5,61313F-HRTimeline
Private Advisory Group LLC58,872$4.83M0.54%new13F-HR/ATimeline
HCR Wealth Advisors58,239$4.77M0.6%-1,62413F-HRTimeline
INVESTMENT HOUSE LLC57,444$4.71M0.26%+7,90513F-HRTimeline
Great Lakes Retirement, Inc.57,283$4.7M0.61%+1,68013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC57,160$4.69M0.39%+10,22113F-HRTimelineGroup
Arete Wealth Advisors, LLC56,121$4.6M0.33%-7213F-HRTimeline
Snowden Capital Advisors LLC55,831$4.58M0.14%-3,63213F-HRTimeline
Keel Point, LLC55,531$4.55M0.36%+64813F-HRTimeline
WESBANCO BANK INC55,176$4.52M0.15%-24,45213F-HRTimeline
MBA Advisors LLC54,879$4.5M2.28%-3,33813F-HRTimeline
BRADY FAMILY WEALTH, LLC54,227$4.45M1.36%+4,38613F-HRTimeline
Enclave Advisors LLC54,045$4.43M0.73%-69613F-HRTimeline
SigFig Wealth Management, LLC53,379$4.42M0.16%+3,03813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.53,576$4.39M0.01%-9,19813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC53,520$4.39M0.17%+20,91813F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC53,371$4.38M2.81%013F-HRTimeline
Riggs Capital Management LLC53,345$4.37M4.29%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…53,167$4.36M0.08%+6,49313F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP52,970$4.34M<0.01%+7,71713F-HRTimeline
Franklin Resourcesgroup of 2 filers holding52,506$4.3M-2,071Timeline
RETIREMENT FINANCIAL SOLUTIONS, LLC50,530$4.14M2.23%-3,39413F-HRTimeline
Marex Group Ltdin group Marex Group Ltd50,000$4.1M0.07%013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP49,687$4.07M0.3%+1,65413F-HRTimeline
Trek Financial, LLC48,660$3.99M0.3%-17,07613F-HRTimeline
Parallel Advisors, LLC48,127$3.95M0.09%+1,41613F-HRTimeline
One Day In July LLC48,043$3.94M0.41%-1,06813F-HRTimeline
Prospera Financial Services Inc47,596$3.9M0.09%-3,75413F-HRTimeline
UMB Bank, n.a.47,340$3.88M0.06%+6,92913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…47,006$3.85M0.38%+46,62913F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC47,010$3.85M0.8%+1,39613F-HRTimeline
QUADRANT CAPITAL GROUP LLC46,995$3.85M0.27%-35,71913F-HRTimeline
Shira Ridge Wealth Management46,870$3.84M1.88%+26,15513F-HRTimeline
Private Portfolio Partners LLC46,757$3.83M0.7%+43913F-HRTimeline
BECKER CAPITAL MANAGEMENT INC46,754$3.83M0.13%-8,65913F-HRTimeline
Rothschild Wealth LLC46,723$3.83M1.12%+27,49713F-HRTimeline
Crescent Grove Advisors, LLC46,454$3.81M0.38%+13,04513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…45,539$3.73M0.01%-9,33513F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding45,148$3.7M+14,951Timeline
Topel & Distasi Wealth Management, LLC45,147$3.7M1.59%+53913F-HRTimeline
Wick Capital Partners, LLC44,598$3.66M1.08%-4,00313F-HR/ATimeline
NIXON PEABODY TRUST CO43,736$3.59M0.3%+18,21313F-HRTimeline
Meridian Wealth Management, LLC43,629$3.58M0.17%+17,71613F-HRTimeline
Alliance Wealth Advisors, LLC /UT43,347$3.55M0.92%new13F-HRTimeline
Transform Wealth, LLC43,290$3.55M0.2%new13F-HRTimeline
Winch Advisory Services, LLC41,571$3.41M0.89%-78013F-HRTimeline
Strata Wealth Advisors, LLC41,470$3.4M1.07%+36513F-HRTimeline
Performance Wealth Partners, LLC41,212$3.38M0.11%-83113F-HRTimeline
Steward Partners Investment Advisory, L…40,913$3.35M0.03%-4,08513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC40,675$3.33M0.08%-3,72013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC40,132$3.29M0.76%-24013F-HRTimeline
PATTEN & PATTEN INC/TN40,038$3.28M0.22%+5,27913F-HRTimeline
Global Retirement Partners, LLC40,028$3.28M0.09%+61513F-HRTimeline
Regal Investment Advisors LLC39,863$3.27M0.25%-4,23613F-HRTimeline
FIDELITY D & D BANCORP INC39,819$3.26M2.17%+6,36413F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC39,687$3.25M0.3%+6213F-HRTimeline
KFA Private Wealth Group, LLC39,376$3.23M1.35%-10,35913F-HRTimeline
AE Wealth Management LLC39,058$3.2M0.03%-10,77913F-HRTimeline
First Heartland Consultants, Inc.38,836$3.18M0.33%new13F-HRTimeline
Beacon Pointe Advisors, LLC38,544$3.16M0.04%-9,09813F-HRTimeline
American Investment Services, Inc.38,239$3.13M0.55%-2,36613F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co37,920$3.11M0.04%+29013F-HRTimelineGroup
ORG Partners LLC37,703$3.09M0.42%+2,04913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,479$3.07M0.09%+6,91413F-HRTimelineGroup
PEOPLES BANK /OH37,072$3.04M1.79%+84813F-HRTimeline
Kiker Wealth Management, LLC37,037$3.04M2.46%13F-HRTimeline
Magnus Financial Group LLC36,679$3.01M0.29%+31,53813F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC36,349$2.98M2.48%+1,09713F-HRTimeline
New Capital Management LP35,924$2.95M0.86%-20313F-HRTimeline
Single Point Partners, LLC35,908$2.94M0.68%new13F-HRTimeline
Hollow Brook Wealth Management LLC35,821$2.94M0.9%+3,57213F-HRTimeline
Principia Wealth Advisory, LLC35,705$2.93M2.75%13F-HRTimeline
CPR Investments Inc.35,704$2.93M2.64%-3,85913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC35,448$2.91M0.1%-9,17613F-HRTimeline
Peak Asset Management, LLC35,424$2.9M0.54%+18,78413F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC35,137$2.88M1.07%-7,39513F-HRTimeline
All Terrain Financial Advisors, LLC35,031$2.87M1.12%+63513F-HRTimeline
Flagship Private Wealth, LLC34,878$2.86M1.38%-20,21113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA33,673$2.77M0.13%-5,98613F-HRTimeline
Councilor Wealth, LLC33,651$2.76M1.31%+2,04413F-HRTimeline
Wescott Financial Advisory Group, LLC32,981$2.7M0.28%+3,65013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC32,601$2.67M1.27%+2,37713F-HRTimeline
Financial Advocates Investment Manageme…32,492$2.66M0.15%-19,08213F-HRTimeline
Investment Advisory Group, LLC32,424$2.66M0.89%+8,42813F-HRTimeline
Samalin Investment Counsel, LLC32,394$2.66M1.14%+29013F-HRTimeline
Ausdal Financial Partners, Inc.32,371$2.65M0.23%-16213F-HRTimeline
HEADINVEST, LLC32,246$2.64M0.5%+80313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC31,938$2.62M0.26%+3,33113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC31,881$2.61M0.54%+14,18913F-HRTimeline
Noble Family Wealth, LLC31,802$2.61M0.72%-2,82913F-HRTimeline
Bright Futures Wealth Management, LLC.31,541$2.59M2.31%-1,13613F-HRTimeline
Laurel Wealth Advisors LLC31,597$2.59M0.4%-2,92613F-HRTimeline
LITTLE HOUSE CAPITAL LLC31,536$2.59M0.74%+3,08313F-HRTimeline
Archford Capital Strategies, LLC31,337$2.57M0.39%-44613F-HRTimeline
Martin Capital Partners, LLC31,341$2.57M3.05%-13,79913F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC31,309$2.57M0.05%-508,87813F-HRTimelineGroup
JMAC ENTERPRISES LLC31,297$2.57M0.4%+19713F-HRTimeline
Independent Advisor Alliance31,294$2.57M0.03%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP31,181$2.56M0.65%-47,84813F-HRTimeline
Chesley Taft & Associates LLC31,064$2.55M0.12%+3013F-HRTimeline
Charter Oak Capital Management, LLC31,035$2.54M0.24%-51913F-HRTimeline
IHT Wealth Management, LLC30,958$2.54M0.08%-21,13013F-HRTimeline
Edgestream Partners, L.P.30,889$2.53M0.11%-79,16613F-HRTimeline
Westside Investment Management, Inc.30,849$2.53M0.53%+613F-HRTimeline
New Insight Wealth Advisors30,785$2.52M1.26%+2,82013F-HRTimeline
BFSG, LLC30,764$2.52M0.29%-1,40513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …30,706$2.52M<0.01%-819,27913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC30,686$2.52M0.06%+1,13913F-HRTimelineGroup
Tillman Hartley LLC30,483$2.5M0.72%+5313F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC30,317$2.48M0.27%+3,54913F-HRTimelineGroup
Gladstone Institutional Advisory LLC30,240$2.48M0.11%+26,17613F-HRTimeline
Hudock, Inc.30,127$2.47M0.43%-1713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…30,000$2.46M<0.01%013F-HRTimelineGroup
RMR Wealth Builders29,987$2.46M0.25%-12213F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.29,981$2.46M0.14%+3,86213F-HR/ATimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC29,575$2.42M1.09%13F-HRTimeline
EPG Wealth Management LLC29,320$2.4M0.63%+52713F-HRTimeline
AlphaCentric Advisors LLC29,172$2.39M2.39%+24,69013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG29,088$2.38M0.04%+4,08813F-HRTimelineGroup