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Disclosery

SHY ISHARES TR

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COM (fund)

1,157 managers (1,173 13F filers) reported a position in SHY shares at 2025-03-31, 218,913,888 shares in all. 87 filers opened a position and 79 filers sold out during the quarter.

Managers
1,157
13F filers
1,173
New
87
Added
442
Reduced
469
Sold out
79
Shares held by filers
218,913,888

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
CABOT WEALTH MANAGEMENT INC93,600$7.74M0.99%+33,67713F-HRTimeline
Cascade Financial Partners, LLC92,769$7.67M0.97%+19,97513F-HRTimeline
Mutual Advisors, LLC92,147$7.63M0.22%+2,08813F-HRTimeline
Focus Financial Network, Inc.91,710$7.59M0.31%-73213F-HRTimeline
Beacon Wealthcare LLC91,199$7.54M3.07%+1,53813F-HRTimeline
Eley Financial Management, Inc91,233$7.52M3.02%-47813F-HRTimeline
Clearstead Advisors, LLC90,271$7.47M0.12%-12,53413F-HRTimeline
SYNTAX RESEARCH, INC.89,338$7.39M5.1%+8,14013F-HRTimeline
National Philanthropic Trust89,293$7.39M0.12%-16,43513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.89,191$7.38M0.04%-10,32013F-HRTimeline
Sanctuary Advisors, LLC88,951$7.36M0.05%+1,88813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding88,859$7.35M-1,094Timeline
NBT BANK, N.A.in group NBT BANK, N.A.88,723$7.34M0.53%-2,98213F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…85,601$7.08M0.53%+39913F-HRTimeline
Pointe Capital Management LLC85,283$7.06M4.13%+2,78913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…85,132$7.04M0.21%new13F-HRTimelineGroup
MAI Capital Management84,977$7.03M0.05%-2,40813F-HRTimeline
BayBridge Capital Group, LLC84,499$6.99M5.03%+4,41913F-HRTimeline
TD Waterhouse Canada Inc.84,650$6.98M0.06%-11,65513F-HRTimeline
Independent Solutions Wealth Management…84,293$6.97M1.56%+93013F-HRTimeline
DURANTE & WATERS, LLC84,123$6.96M5.85%-3,02913F-HRTimeline
Mount Lucas Management LP82,817$6.85M3.22%-115,79413F-HRTimeline
Gemmer Asset Management LLC82,023$6.79M0.68%+91313F-HRTimeline
Efficient Advisors, LLC81,812$6.77M0.44%-9,28413F-HR/ATimeline
NAVELLIER & ASSOCIATES INC81,211$6.7M0.93%new13F-HRTimeline
Dogwood Wealth Management LLC80,265$6.64M3.49%+4,93613F-HRTimeline
BEARING POINT CAPITAL, LLC79,540$6.58M1.4%-42,53913F-HRTimeline
Values First Advisors, Inc.79,337$6.56M3.83%-1,46213F-HRTimeline
Kooman & Associates78,799$6.52M2.39%-1,19513F-HRTimeline
ARVEST INVESTMENTS, INC.78,610$6.5M1.03%+1,16613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED78,127$6.46M0.6%+3,19813F-HR/ATimeline
Fortis Group Advisors, LLC77,361$6.4M1.24%-3,71013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.76,145$6.3M0.31%+65513F-HRTimeline
Sterling Manor Financial, LLC75,788$6.27M4.48%+6,56413F-HRTimeline
Betterment LLC75,756$6.27M0.01%-160,39813F-HRTimeline
Boltwood Capital Management75,660$6.26M1.9%+3,20813F-HRTimeline
US FINANCIAL ADVISORS, LLC75,343$6.23M1.84%-1,46413F-HRTimeline
HRT FINANCIAL LP75,335$6.23M0.04%new13F-HRTimeline
LITTLE HOUSE CAPITAL LLC75,243$6.22M1.71%+43,70713F-HRTimeline
Midwest Heritage Bank, FSB75,196$6.22M2.56%+10,52813F-HRTimeline
Integrated Advisors Network LLC75,064$6.21M0.31%-21,79813F-HRTimeline
Retirement Systems of Alabama74,575$6.17M0.02%+2,57513F-HRTimeline
Cerro Pacific Wealth Advisors LLC75,139$6.16M2%+1,53513F-HRTimeline
Checchi Capital Advisers, LLC74,320$6.15M0.43%+3,46713F-HRTimeline
Buttonwood Financial Advisors Inc.73,622$6.09M2.68%+3,53113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC73,313$6.07M0.26%+10,68613F-HRTimelineGroup
Flagship Private Wealth, LLC73,274$6.06M2.89%+38,39613F-HRTimeline
Capasso Planning Partners LLC73,026$6.04M2.53%+6,26713F-HRTimeline
&PARTNERS72,844$6.02M0.06%-16,88413F-HRTimeline
Waverly Advisors, LLC72,753$6.02M0.07%+1,41513F-HRTimeline
Biltmore Family Office, LLC71,814$5.94M1.01%-96313F-HRTimeline
Vigilare Wealth Management71,732$5.93M2.37%-21,09513F-HRTimeline
Worth Asset Management, LLC71,129$5.88M3.21%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC70,597$5.84M0.01%+67,83213F-HR/ATimelineGroup
Glenview Trust Co70,475$5.83M0.11%-12,38513F-HR/ATimeline
D.A. DAVIDSON & CO.69,529$5.75M0.05%+41,73413F-HRTimeline
Modus Advisors, LLC67,892$5.62M1.84%-1,65113F-HRTimeline
Sugar Maple Asset Management, LLC67,637$5.6M4.4%-9,37913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC66,293$5.48M0.46%+9,13313F-HRTimelineGroup
Strategic Blueprint, LLC66,110$5.47M0.3%+62,01513F-HRTimeline
Sequent Planning LLC65,808$5.44M1.96%+6,82513F-HRTimeline
RATIONAL ADVISORS, INC.64,575$5.34M0.54%+57,19113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management63,979$5.29M0.17%+82713F-HRTimelineGroup
MFA Wealth Services63,798$5.28M4.34%+3,14213F-HRTimeline
Empowered Funds, LLC63,097$5.22M0.07%+41,73113F-HRTimeline
Alamar Capital Management, LLC62,833$5.2M3.09%+40,56113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…62,736$5.19M0.01%+17,19713F-HR/ATimelineGroup
COUNTRY CLUB BANK62,716$5.18M0.35%-12813F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC62,073$5.14M2%+11,54313F-HR/ATimeline
FORTEM FINANCIAL GROUP, LLC61,369$5.08M1.98%-27,65113F-HRTimeline
PRIVATE MANAGEMENT GROUP INC60,956$5.04M0.18%-4,53113F-HRTimeline
BLAIR WILLIAM & CO/IL60,888$5.04M0.02%+90013F-HRTimeline
NorthCrest Asset Manangement, LLC60,390$5M0.15%-4,02013F-HRTimeline
Snowden Capital Advisors LLC60,221$4.98M0.16%+4,39013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP58,877$4.87M<0.01%+5,90713F-HRTimeline
First Heartland Consultants, Inc.58,621$4.85M0.5%+19,78513F-HRTimeline
UMB Bank, n.a.58,589$4.85M0.08%+11,24913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PCG ASSET MANAGEMENT, LLC58,297$4.82M4.51%-1,39613F-HRTimeline
Koa Wealth Management, LLC58,136$4.81M3.88%-1,15113F-HRTimeline
Accurate Wealth Management, LLC58,283$4.8M0.92%new13F-HRTimeline
Trek Financial, LLC57,903$4.79M0.35%+9,24313F-HRTimeline
MinichMacGregor Wealth Management, LLC57,380$4.75M1.06%+10,37013F-HRTimeline
CAMBIAR INVESTORS LLC56,928$4.71M0.2%-13,33413F-HRTimeline
MBA Advisors LLC56,687$4.69M2.32%+1,80813F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…56,427$4.67M1.93%-2,49813F-HRTimeline
Enclave Advisors LLC55,942$4.63M0.79%+1,89713F-HRTimeline
BRADY FAMILY WEALTH, LLC55,675$4.61M1.47%+1,44813F-HRTimeline
Well Done, LLC55,973$4.59M0.83%-12,80313F-HRTimeline
Great Lakes Retirement, Inc.54,516$4.51M0.59%-2,76713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…54,460$4.51M0.09%+1,29313F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP53,811$4.45M0.33%+4,12413F-HRTimeline
SigFig Wealth Management, LLC53,243$4.45M0.16%-13613F-HRTimeline
HCR Wealth Advisors53,727$4.44M0.58%-4,51213F-HRTimeline
First Horizon Advisors, Inc.53,519$4.43M0.12%-14,77313F-HRTimeline
Franklin Resourcesgroup of 2 filers holding53,255$4.41M+749Timeline
Apella Capital, LLC53,278$4.4M0.15%-8,63013F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC53,078$4.39M2.86%-29313F-HRTimeline
Crescent Grove Advisors, LLC52,912$4.38M0.46%+6,45813F-HRTimeline
Prepared Retirement Institute LLC52,697$4.36M2.78%-9,18113F-HRTimeline
Arete Wealth Advisors, LLC52,567$4.35M0.33%-3,55413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.52,171$4.31M0.01%-1,40513F-HRTimelineGroup
Timelo Investment Management Inc.in group Timelo Investment Management …52,100$4.31M18.9%-86,70013F-HRTimelineGroup
One Day In July LLC50,937$4.21M0.42%+2,89413F-HRTimeline
Sandbox Financial Partners, LLC50,518$4.18M1.48%new13F-HRTimeline
Private Advisory Group LLC50,345$4.17M0.48%-8,52713F-HRTimeline
Parallel Advisors, LLC48,519$4.01M0.09%+39213F-HRTimeline
KFA Private Wealth Group, LLC48,071$3.98M1.39%+8,69513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…47,926$3.96M0.09%+22,69713F-HRTimelineGroup
CBM Financial, LLC47,815$3.94M3.2%13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC47,258$3.91M0.13%+50413F-HRTimeline
Principia Wealth Advisory, LLC47,228$3.9M3.76%+11,52313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP45,939$3.8M<0.01%-63,88313F-HRTimelineGroup
Shira Ridge Wealth Management45,789$3.79M1.89%-1,08113F-HRTimeline
CPR Investments Inc.45,530$3.77M3.34%+9,82613F-HRTimeline
Strata Wealth Advisors, LLC44,980$3.72M1.16%+3,51013F-HRTimeline
Topel & Distasi Wealth Management, LLC44,595$3.69M1.72%-55213F-HRTimeline
Advisor Resource Council44,056$3.64M0.29%+38,69213F-HRTimeline
DOHJ, LLC43,348$3.59M0.82%new13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC43,065$3.56M0.15%-382,96013F-HRTimeline
Transform Wealth, LLC42,845$3.54M0.21%-44513F-HRTimeline
Kiker Wealth Management, LLC42,758$3.54M2.41%+5,72113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …42,596$3.52M0.09%+15,71613F-HRTimelineGroup
Bison Wealth, LLC42,376$3.52M0.33%new13F-HRTimeline
Prospera Financial Services Inc42,542$3.52M0.08%-5,05413F-HRTimeline
PATTEN & PATTEN INC/TN42,472$3.51M0.24%+2,43413F-HRTimeline
Marex Group Ltdin group Marex Group Ltd42,462$3.51M0.07%-7,53813F-HRTimelineGroup
WESCAP Management Group, Inc.42,360$3.5M0.86%+21,87913F-HRTimeline
Essential Planning, LLC.42,284$3.5M1.41%-2,411,78213F-HRTimeline
QUADRANT CAPITAL GROUP LLC41,787$3.46M0.13%-5,20813F-HRTimeline
Winch Advisory Services, LLC41,508$3.43M0.91%-6313F-HRTimeline
Performance Wealth Partners, LLC41,314$3.42M0.12%+10213F-HRTimeline
Arkadios Wealth Advisors41,248$3.41M0.13%+28,45613F-HRTimeline
SYKON CAPITAL LLC41,172$3.41M1.29%new13F-HRTimeline
Rothschild Wealth LLC41,003$3.39M0.95%-5,72013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC40,684$3.37M0.09%+913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding40,291$3.33M-4,857Timeline
FIDELITY D & D BANCORP INC40,012$3.31M2.18%+19313F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …40,000$3.31M0.43%-71,25013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC39,563$3.27M<0.01%+22,73813F-HRTimelineGroup
INVESTMENT HOUSE LLC39,147$3.24M0.18%-18,29713F-HRTimeline
American Investment Services, Inc.39,032$3.23M0.57%+79313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC38,988$3.23M0.31%-69913F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC38,952$3.22M0.72%-1,18013F-HRTimeline
Councilor Wealth, LLC38,288$3.17M1.58%+4,63713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC38,280$3.17M0.09%+80113F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co38,184$3.16M0.04%+26413F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.37,978$3.15M0.03%-47,13413F-HRTimeline
Wealthspire Advisors, LLC37,640$3.11M0.02%+25,92213F-HRTimeline
All Terrain Financial Advisors, LLC37,568$3.11M1.21%+2,53713F-HRTimeline
PEOPLES BANK /OH37,316$3.09M2.03%+24413F-HRTimeline
Beacon Pointe Advisors, LLC37,108$3.07M0.03%-1,43613F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC36,951$3.06M1.12%+1,81413F-HRTimeline
Single Point Partners, LLC36,478$3.02M0.71%+57013F-HRTimeline
Regal Investment Advisors LLC36,135$2.99M0.24%-3,72813F-HRTimeline
Keel Point, LLC36,129$2.99M0.23%-19,40213F-HRTimeline
Compound Planning, Inc.35,926$2.97M0.14%+9,24613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC35,782$2.96M0.1%+33413F-HRTimeline
AE Wealth Management LLC35,389$2.93M0.02%-3,66913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC35,169$2.91M0.65%+3,28813F-HRTimeline
Peak Asset Management, LLC35,087$2.9M0.55%-33713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…34,990$2.9M0.3%-12,01613F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC34,446$2.85M1.29%+4,87113F-HRTimeline
Hollow Brook Wealth Management LLC34,414$2.85M0.84%-1,40713F-HRTimeline
Wescott Financial Advisory Group, LLC34,367$2.84M0.29%+1,38613F-HRTimeline
Wick Capital Partners, LLC34,337$2.84M0.85%-10,26113F-HRTimeline
Investment Advisory Group, LLC34,147$2.82M0.95%+1,72313F-HRTimeline
Magnus Financial Group LLC34,041$2.82M0.27%-2,63813F-HRTimeline
Aries Wealth Management33,690$2.79M0.76%+7,59513F-HRTimeline
New Insight Wealth Advisors33,345$2.76M1.25%+2,56013F-HRTimeline
Stonebridge Financial Group, LLC33,189$2.75M0.29%+8,89413F-HRTimeline
GWN SECURITIES INC.33,140$2.74M0.15%+22,99313F-HRTimeline
Gladstone Institutional Advisory LLC32,898$2.72M0.13%+2,65813F-HRTimeline
Carr Financial Group Corp32,710$2.71M0.89%-97,18113F-HRTimeline
Perennial Advisors, LLC32,416$2.68M0.53%+9,21513F-HRTimeline
Samalin Investment Counsel, LLC32,351$2.68M1.09%-4313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC32,304$2.67M0.27%+36613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC32,293$2.67M0.1%+12,87513F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA32,147$2.65M0.13%-1,52613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK32,024$2.65M0.02%+5,93013F-HRTimelineGroup
Ausdal Financial Partners, Inc.31,810$2.63M0.2%-56113F-HRTimeline
Hudock, Inc.31,753$2.63M0.46%+1,62613F-HRTimeline
Chesley Taft & Associates LLC31,725$2.62M0.13%+66113F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC31,658$2.62M1.96%-4,69113F-HRTimeline
HEADINVEST, LLC31,643$2.62M0.51%-60313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…31,625$2.62M0.09%+3,07613F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding31,480$2.61M+14,726Timeline
FAMILY WEALTH PARTNERS, LLC31,418$2.6M1.19%-1,18313F-HRTimeline
Archford Capital Strategies, LLC30,932$2.56M0.37%-40513F-HRTimeline
BFSG, LLC30,881$2.55M0.31%+11713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC30,854$2.55M0.01%+27,25413F-HRTimelineGroup
Laurel Wealth Advisors LLC30,729$2.54M0.4%-86813F-HRTimeline
Westside Investment Management, Inc.30,548$2.53M0.54%-30113F-HRTimeline
Tillman Hartley LLC30,483$2.52M0.73%013F-HRTimeline
CIBC WORLD MARKET INC.30,435$2.52M0.01%+7,19513F-HRTimeline
Charter Oak Capital Management, LLC30,412$2.52M0.23%-62313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC30,686$2.52M0.06%013F-HRTimelineGroup
Martin Capital Partners, LLC30,394$2.51M3.01%-94713F-HRTimeline
Vernal Point Advisors, LLC30,375$2.51M1.66%-52,01813F-HRTimeline
IHT Wealth Management, LLC30,115$2.49M0.08%-84313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…30,000$2.48M<0.01%013F-HRTimelineGroup