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Disclosery

SHY ISHARES TR

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COM (fund)

1,169 managers (1,186 13F filers) reported a position in SHY shares at 2025-06-30, 227,200,682 shares in all. 97 filers opened a position and 84 filers sold out during the quarter.

Managers
1,169
13F filers
1,186
New
97
Added
470
Reduced
447
Sold out
84
Shares held by filers
227,200,682

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
GTS SECURITIES LLC99,783$8.27M0.37%+81,64013F-HRTimeline
MAI Capital Management99,682$8.26M0.06%+14,70513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT98,348$8.15M0.18%-16,99913F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC97,731$8.1M6.48%-2,96913F-HRTimeline
Park Edge Advisors, LLC96,300$7.98M2.05%+75,69613F-HRTimeline
Cascade Financial Partners, LLC96,035$7.96M0.96%+3,26613F-HRTimeline
Focus Financial Network, Inc.94,845$7.86M0.31%+3,13513F-HRTimeline
Perigon Wealth Management, LLC94,498$7.83M0.18%-20,31813F-HRTimeline
Beacon Wealthcare LLC93,080$7.71M2.91%+1,88113F-HRTimeline
Crescent Grove Advisors, LLC93,044$7.71M0.75%+40,13213F-HRTimeline
SevenBridge Financial Group, LLC93,023$7.69M1.36%-21,54213F-HRTimeline
Alliance Wealth Advisors, LLC /UT91,923$7.62M1.83%+63,01413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.91,339$7.57M0.52%+2,61613F-HRTimelineGroup
Eley Financial Management, Inc90,806$7.52M2.89%-42713F-HRTimeline
Independence Financial Advisors, LLC89,911$7.45M2.9%-4,51013F-HRTimeline
MBA Advisors LLC87,407$7.24M3.34%+30,72013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…87,275$7.23M0.5%+1,67413F-HRTimeline
National Philanthropic Trust86,255$7.15M0.1%-3,03813F-HRTimeline
BayBridge Capital Group, LLC85,941$7.12M4.57%+1,44213F-HRTimeline
Pointe Capital Management LLC85,675$7.1M3.69%+39213F-HRTimeline
STOCK YARDS BANK & TRUST CO85,409$7.08M0.24%-24,20413F-HRTimeline
Edgestream Partners, L.P.84,796$7.03M0.2%+75,63813F-HRTimeline
Independent Solutions Wealth Management…84,467$7M1.37%+17413F-HRTimeline
Dogwood Wealth Management LLC84,670$6.98M3.41%+4,40513F-HRTimeline
Clearstead Advisors, LLC84,097$6.97M0.1%-6,17413F-HRTimeline
D.A. DAVIDSON & CO.84,026$6.96M0.05%+14,49713F-HRTimeline
SYNTAX RESEARCH, INC.82,516$6.84M4.86%-6,82213F-HRTimeline
DURANTE & WATERS, LLC82,480$6.83M5.38%-1,64313F-HRTimeline
Proficio Capital Partners LLC82,341$6.82M0.43%-28,46513F-HRTimeline
Sterling Manor Financial, LLC81,485$6.75M4.5%+5,69713F-HRTimeline
Cerro Pacific Wealth Advisors LLC81,300$6.74M1.87%+6,16113F-HRTimeline
Geneos Wealth Management Inc.80,424$6.66M0.16%-66,77013F-HRTimeline
Values First Advisors, Inc.79,788$6.61M3.6%+45113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC78,861$6.53M0.06%new13F-HRTimelineGroup
Midwest Heritage Bank, FSB77,776$6.44M2.42%+2,58013F-HRTimeline
LITTLE HOUSE CAPITAL LLC76,161$6.31M1.58%+91813F-HRTimeline
Efficient Advisors, LLC75,884$6.29M0.37%-5,92813F-HRTimeline
Boltwood Capital Management75,560$6.26M1.78%-10013F-HRTimeline
Alamar Capital Management, LLC75,371$6.25M3.38%+12,53813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.75,168$6.23M0.03%-14,02313F-HRTimeline
First Heartland Consultants, Inc.74,965$6.21M0.55%+16,34413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC74,817$6.2M0.15%+34,13313F-HRTimeline
Kooman & Associates74,732$6.19M2.09%-4,06713F-HRTimeline
Buttonwood Financial Advisors Inc.74,667$6.19M2.48%+1,04513F-HRTimeline
Larson Financial Group LLC74,342$6.16M0.25%-113,84413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.74,065$6.14M0.28%-2,08013F-HRTimeline
Betterment LLC72,874$6.04M0.01%-2,88213F-HRTimeline
Integrated Advisors Network LLC72,592$6.01M0.27%-2,47213F-HRTimeline
Glenview Trust Co72,397$6M0.1%+1,92213F-HRTimeline
Waverly Advisors, LLC71,639$5.94M0.07%-1,11413F-HRTimeline
Checchi Capital Advisers, LLC70,627$5.85M0.41%-3,69313F-HRTimeline
Well Done, LLC70,466$5.84M1.1%+14,49313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS69,802$5.78M<0.01%-86,30413F-HRTimelineGroup
Van Hulzen Asset Management, LLC69,667$5.77M0.48%-26,97813F-HRTimeline
NAVELLIER & ASSOCIATES INC69,130$5.73M0.71%-12,08113F-HRTimeline
Sugar Maple Asset Management, LLC69,106$5.73M4.46%+1,46913F-HRTimeline
Merit Financial Group, LLC68,848$5.7M0.06%+59,60813F-HRTimeline
Sequent Planning LLC68,841$5.7M1.81%+3,03313F-HRTimeline
Biltmore Family Office, LLC68,658$5.69M0.96%-3,15613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…67,847$5.62M0.12%+19,92113F-HRTimelineGroup
Fortis Group Advisors, LLC67,992$5.61M1.02%-9,36913F-HRTimeline
Strategic Blueprint, LLC67,609$5.6M0.28%+1,49913F-HRTimeline
Gemmer Asset Management LLC67,203$5.57M0.5%-14,82013F-HRTimeline
Modus Advisors, LLC66,959$5.55M1.65%-93313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC66,683$5.53M0.14%+28,40313F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC66,354$5.5M0.38%+6113F-HRTimelineGroup
Bison Wealth, LLC65,199$5.38M0.43%+22,82313F-HRTimeline
MFA Wealth Services64,205$5.32M4%+40713F-HRTimeline
BRADY FAMILY WEALTH, LLC64,055$5.31M1.64%+8,38013F-HRTimeline
Global Retirement Partners, LLC64,047$5.31M0.13%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC64,013$5.3M0.02%-35,68813F-HRTimelineGroup
RETIREMENT FINANCIAL SOLUTIONS, LLC63,336$5.25M1.85%+1,26313F-HR/ATimeline
COUNTRY CLUB BANK62,031$5.14M0.32%-68513F-HRTimeline
KFA Private Wealth Group, LLC61,909$5.13M1.59%+13,83813F-HRTimeline
Koa Wealth Management, LLC61,671$5.11M4.06%+3,53513F-HRTimeline
BLAIR WILLIAM & CO/IL61,664$5.11M0.01%+77613F-HRTimeline
Virtue Capital Management, LLC61,619$5.11M0.94%new13F-HRTimeline
Great Lakes Retirement, Inc.60,435$5.01M0.59%+5,91913F-HRTimeline
Snowden Capital Advisors LLC59,910$4.96M0.15%-31113F-HRTimeline
NorthCrest Asset Manangement, LLC59,610$4.91M0.13%-78013F-HRTimeline
Capasso Planning Partners LLC59,263$4.91M2.78%-13,76313F-HRTimeline
&PARTNERS59,060$4.89M0.04%-13,78413F-HRTimeline
VestGen Investment Management58,754$4.87M3.49%+43,69013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…58,475$4.85M0.08%+4,01513F-HRTimelineGroup
ARVEST INVESTMENTS, INC.58,442$4.84M0.73%-20,16813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management58,015$4.81M0.17%-5,96413F-HRTimelineGroup
UMB Bank, n.a.58,002$4.81M0.07%-58713F-HR/ATimeline
Mount Lucas Management LP56,853$4.71M2.24%-25,96413F-HRTimeline
Enclave Advisors LLC56,728$4.7M0.76%+78613F-HRTimeline
CAMBIAR INVESTORS LLC56,449$4.68M0.2%-47913F-HRTimeline
Spartan Planning & Wealth Management56,198$4.66M3.99%-52,75913F-HRTimeline
Franklin Resourcesgroup of 2 filers holding56,160$4.65M+2,905Timeline
PCG ASSET MANAGEMENT, LLC55,714$4.62M3.97%-2,58313F-HRTimeline
MinichMacGregor Wealth Management, LLC55,595$4.61M0.99%-1,78513F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP54,821$4.54M<0.01%-4,05613F-HRTimeline
SEMITAM BONAM LLC54,341$4.5M4.24%13F-HRTimeline
HCR Wealth Advisors53,699$4.45M0.52%-2813F-HRTimeline
Prepared Retirement Institute LLC53,476$4.43M2.61%+77913F-HRTimeline
Arete Wealth Advisors, LLC53,399$4.42M0.31%+83213F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC53,337$4.42M0.72%-50,00013F-HRTimelineGroup
Allworth Financial LP53,063$4.4M0.02%+43,38313F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC52,424$4.34M2.59%-65413F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…52,450$4.33M1.57%-3,97713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.52,123$4.32M0.01%-4813F-HRTimelineGroup
Timelo Investment Management Inc.in group Timelo Investment Management …52,100$4.32M14.91%013F-HRTimelineGroup
SigFig Wealth Management, LLC51,809$4.29M0.14%-1,43413F-HRTimeline
One Day In July LLC51,585$4.27M0.39%+64813F-HRTimeline
Martin Capital Partners, LLC51,441$4.26M1.67%+21,04713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP51,332$4.25M0.28%-2,47913F-HRTimeline
Apella Capital, LLC50,276$4.14M0.11%-3,00213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC49,641$4.11M0.13%+2,38313F-HRTimeline
First Horizon Advisors, Inc.49,465$4.1M0.11%-4,05413F-HRTimeline
Parallel Advisors, LLC49,072$4.07M0.08%+55313F-HRTimeline
FIDELITY D & D BANCORP INC48,062$3.98M2.44%+8,05013F-HRTimeline
TFB Advisors LLC47,967$3.97M1.04%+27,96013F-HRTimeline
Arrow Investment Advisors, LLC47,902$3.97M3.84%+32,76113F-HRTimeline
CPR Investments Inc.47,875$3.97M3.08%+2,34513F-HRTimeline
JGP Wealth Management, LLC47,089$3.9M0.47%+31,52313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP46,819$3.88M<0.01%+88013F-HRTimelineGroup
Atria Wealth Solutions, Inc.46,476$3.85M0.09%-103,27013F-HRTimeline
PATTEN & PATTEN INC/TN45,976$3.81M0.25%+3,50413F-HRTimeline
Kiker Wealth Management, LLC45,762$3.79M2.14%+3,00413F-HRTimeline
INVESTMENT HOUSE LLC45,539$3.77M0.19%+6,39213F-HRTimeline
SYKON CAPITAL LLC44,726$3.71M1.35%+3,55413F-HRTimeline
Arkadios Wealth Advisors44,549$3.69M0.11%+3,30113F-HRTimeline
Shira Ridge Wealth Management43,930$3.64M1.66%-1,85913F-HRTimeline
PEOPLES BANK /OH43,181$3.58M2.21%+5,86513F-HRTimeline
EAGLE GLOBAL ADVISORS LLC43,050$3.57M0.14%-1513F-HRTimeline
Keel Point, LLC42,234$3.5M0.23%+6,10513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding41,995$3.48M+1,704Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…41,795$3.46M0.01%-20,94113F-HR/ATimelineGroup
Winch Advisory Services, LLC41,713$3.46M0.84%+20513F-HRTimeline
Topel & Distasi Wealth Management, LLC41,624$3.45M1.81%-2,97113F-HRTimeline
Essential Planning, LLC.41,547$3.44M1.28%-73713F-HRTimeline
Performance Wealth Partners, LLC41,421$3.43M0.11%+10713F-HRTimeline
WESCAP Management Group, Inc.41,331$3.42M0.78%-1,02913F-HRTimeline
Compound Planning, Inc.40,919$3.39M0.13%+4,99313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …40,503$3.36M0.08%-2,09313F-HRTimelineGroup
Flagship Private Wealth, LLC40,323$3.34M1.42%-32,95113F-HR/ATimeline
Strata Wealth Advisors, LLC40,113$3.32M0.92%-4,86713F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …40,000$3.31M0.44%013F-HRTimelineGroup
PRIVATE MANAGEMENT GROUP INC39,830$3.3M0.11%-21,12613F-HRTimeline
All Terrain Financial Advisors, LLC39,454$3.27M1.19%+1,88613F-HRTimeline
Aries Wealth Management39,397$3.26M0.85%+5,70713F-HRTimeline
Rothschild Wealth LLC39,324$3.26M0.8%-1,67913F-HRTimeline
NWAM LLC39,186$3.24M0.19%+9,22113F-HR/ATimeline
Beacon Pointe Advisors, LLC38,929$3.23M0.03%+1,82113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC38,650$3.2M0.29%-33813F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.38,728$3.19M0.03%+75013F-HRTimeline
Regal Investment Advisors LLC38,490$3.19M0.24%+2,35513F-HRTimeline
Stonebridge Financial Group, LLC38,367$3.18M0.31%+5,17813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC38,157$3.16M0.06%+7,47113F-HRTimelineGroup
Wealthspire Advisors, LLC37,156$3.08M0.02%-48413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC37,024$3.07M0.02%+6,17013F-HRTimelineGroup
American Investment Services, Inc.36,772$3.05M0.78%-2,26013F-HRTimeline
DSG Capital Advisors, LLC36,763$3.05M0.54%new13F-HRTimeline
Councilor Wealth, LLC36,729$3.04M1.42%-1,55913F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC36,704$3.04M0.62%-2,24813F-HRTimeline
Carr Financial Group Corp36,607$3.03M0.9%+3,89713F-HRTimeline
New Insight Wealth Advisors36,044$2.99M1.23%+2,69913F-HRTimeline
Atria Investments, Inc36,007$2.98M0.04%+10,74913F-HRTimeline
AE Wealth Management LLC35,956$2.98M0.02%+56713F-HRTimeline
CIBC WORLD MARKET INC.35,901$2.97M0.01%+5,46613F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC35,198$2.92M0.99%-1,75313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…35,060$2.91M0.11%+14,15613F-HRTimelineGroup
Principia Wealth Advisory, LLC34,673$2.87M2.44%-12,55513F-HRTimeline
Magnus Financial Group LLC34,554$2.86M0.25%+51313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC34,735$2.86M0.51%-43413F-HRTimeline
Welch Group, LLC34,529$2.86M0.12%+9,33713F-HRTimeline
Investment Advisory Group, LLC34,497$2.86M0.87%+35013F-HRTimeline
Single Point Partners, LLC34,174$2.83M0.62%-2,30413F-HRTimeline
Wescott Financial Advisory Group, LLC34,161$2.83M0.27%-20613F-HRTimeline
Perennial Advisors, LLC34,034$2.82M0.52%+1,61813F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC33,944$2.81M1.18%-50213F-HRTimeline
BFSG, LLC33,813$2.8M0.31%+2,93213F-HRTimeline
Peak Asset Management, LLC33,796$2.8M0.51%-1,29113F-HRTimeline
Prospera Financial Services Inc33,493$2.78M0.05%-9,04913F-HRTimeline
DAVIS-REA LTD.33,030$2.74M0.68%new13F-HRTimeline
SkyView Investment Advisors, LLC32,899$2.73M0.39%+10,36613F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC32,815$2.72M1.86%+1,15713F-HRTimeline
Samalin Investment Counsel, LLC32,743$2.71M1.04%+39213F-HRTimeline
Ausdal Financial Partners, Inc.32,729$2.71M0.18%+91913F-HRTimeline
Wick Capital Partners, LLC2,276$2.71M0.71%-32,06113F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC32,356$2.68M0.28%+5213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC32,353$2.68M0.07%-3,42913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK32,300$2.68M0.02%+27613F-HRTimelineGroup
GeoWealth Management, LLC31,992$2.65M0.1%+22,92813F-HRTimeline
Chesley Taft & Associates LLC31,895$2.64M0.12%+17013F-HRTimeline
HEADINVEST, LLC31,710$2.63M0.56%+6713F-HRTimeline
Vernal Point Advisors, LLC31,705$2.63M1.53%+1,33013F-HRTimeline
Westside Investment Management, Inc.31,618$2.62M0.49%+1,07013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC31,251$2.59M0.09%-1,04213F-HRTimelineGroup
Bulltick Wealth Management, LLC31,159$2.58M0.64%+5,77113F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…31,124$2.58M0.2%new13F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC30,860$2.56M1.02%-55813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co30,748$2.55M0.03%-7,43613F-HRTimelineGroup
LANARK FINANCIAL, INC.30,667$2.54M0.21%+22,50613F-HRTimeline
RFG Advisory, LLC30,625$2.54M0.06%+3,16113F-HRTimeline
Tillman Hartley LLC30,475$2.53M0.71%-813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…30,450$2.52M0.07%+2,83313F-HRTimelineGroup