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Disclosery

SHY ISHARES TR

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COM (fund)

1,142 managers (1,157 13F filers) reported a position in SHY shares at 2025-09-30, 236,365,940 shares in all. 80 filers opened a position and 100 filers sold out during the quarter.

Managers
1,142
13F filers
1,157
New
80
Added
438
Reduced
448
Sold out
100
Shares held by filers
236,365,940

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
D.A. DAVIDSON & CO.91,784$7.61M0.05%+7,75813F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP91,729$7.61M0.3%-12,88413F-HRTimeline
Dogwood Wealth Management LLC91,131$7.56M3.44%+6,46113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…90,292$7.49M0.01%-151,30413F-HRTimelineGroup
Alamar Capital Management, LLC89,216$7.4M3.91%+13,84513F-HRTimeline
Pointe Capital Management LLC88,807$7.37M3.6%+3,13213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…88,097$7.31M0.48%+82213F-HRTimeline
DURANTE & WATERS, LLC87,522$7.26M5.34%+5,04213F-HRTimeline
Mutual Advisors, LLC86,555$7.19M0.16%-15,48313F-HRTimeline
National Philanthropic Trust86,307$7.16M0.08%+5213F-HRTimeline
Clearstead Advisors, LLC85,848$7.12M0.1%+1,75113F-HRTimeline
BayBridge Capital Group, LLC85,829$7.12M4.54%-11213F-HRTimeline
Independence Financial Advisors, LLC85,525$7.1M2.16%-4,38613F-HRTimeline
SYNTAX RESEARCH, INC.84,838$7.04M4.52%+2,32213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC84,821$7.04M5.79%-12,91013F-HRTimeline
Independent Solutions Wealth Management…84,770$7.03M1.25%+30313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC84,767$7.03M0.05%+5,90613F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.84,768$7.02M0.05%+46,04013F-HRTimeline
Betterment LLC83,325$6.91M0.01%+10,45113F-HRTimeline
Values First Advisors, Inc.82,422$6.84M3.66%+2,63413F-HRTimeline
Broyhill Asset Management, LLC81,208$6.74M5.91%-37,51513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC81,115$6.73M0.14%+6,29813F-HRTimeline
Bison Wealth, LLC79,131$6.55M0.6%+13,93213F-HRTimeline
SevenBridge Financial Group, LLC78,906$6.54M1.08%-14,11713F-HRTimeline
Midwest Heritage Bank, FSB78,156$6.48M2.3%+38013F-HRTimeline
LITTLE HOUSE CAPITAL LLC77,994$6.47M1.49%+1,83313F-HRTimeline
American Wealth Advisors, LLC77,905$6.46M6.39%13F-HRTimeline
Boltwood Capital Management76,696$6.36M1.69%+1,13613F-HRTimeline
Efficient Advisors, LLC75,697$6.28M0.35%-18713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.75,072$6.23M0.26%+1,00713F-HRTimeline
Kooman & Associates74,506$6.18M1.91%-22613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…74,391$6.17M0.12%+6,54413F-HRTimelineGroup
Bouvel Investment Partners, LLC73,944$6.13M1.88%+48,46313F-HRTimeline
Cerro Pacific Wealth Advisors LLC73,875$6.13M1.68%-7,42513F-HRTimeline
Sugar Maple Asset Management, LLC72,203$5.99M4.29%+3,09713F-HRTimeline
STOCK YARDS BANK & TRUST CO72,139$5.98M0.19%-13,27013F-HRTimeline
Waverly Advisors, LLC71,413$5.92M0.06%-22613F-HRTimeline
Glenview Trust Co71,067$5.9M0.09%-1,33013F-HRTimeline
IFP Advisors, Inc70,785$5.87M0.15%+61,34613F-HR/ATimeline
Merit Financial Group, LLC70,602$5.86M0.05%+1,75413F-HR/ATimeline
&PARTNERS70,560$5.85M0.04%+11,50013F-HRTimeline
Integrated Advisors Network LLC70,323$5.83M0.25%-2,26913F-HRTimeline
DSG Capital Advisors, LLC69,254$5.75M0.92%+32,49113F-HRTimeline
Modus Advisors, LLC69,251$5.75M1.56%+2,29213F-HRTimeline
ARVEST INVESTMENTS, INC.69,238$5.74M0.82%+10,79613F-HRTimeline
Global Retirement Partners, LLC69,202$5.74M0.13%+5,15513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.69,031$5.73M0.05%new13F-HRTimelineGroup
Biltmore Family Office, LLC68,779$5.71M0.81%+12113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC68,360$5.67M0.35%+2,00613F-HRTimelineGroup
Checchi Capital Advisers, LLC68,289$5.67M0.39%-2,33813F-HRTimeline
Strategic Blueprint, LLC68,251$5.66M0.25%+64213F-HRTimeline
Gemmer Asset Management LLC67,476$5.6M0.45%+27313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO67,095$5.57M0.12%new13F-HRTimeline
Koa Wealth Management, LLC66,646$5.53M4.1%+4,97513F-HRTimeline
Cadence Wealth Management LLC66,584$5.52M2.89%new13F-HRTimeline
BEAM WEALTH ADVISORS, INC.66,509$5.52M1.5%-172,25813F-HRTimeline
Capasso Planning Partners LLC66,310$5.5M3.43%+7,04713F-HRTimeline
Van Hulzen Asset Management, LLC65,945$5.47M0.41%-3,72213F-HRTimeline
Great Lakes Retirement, Inc.65,346$5.42M0.59%+4,91113F-HRTimeline
BRADY FAMILY WEALTH, LLC64,977$5.39M1.67%+92213F-HRTimeline
Snowden Capital Advisors LLC64,693$5.37M0.15%+4,78313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS64,432$5.35M<0.01%-5,37013F-HRTimelineGroup
Ausdal Financial Partners, Inc.64,372$5.34M0.26%+31,64313F-HRTimeline
KFA Private Wealth Group, LLC64,210$5.33M1.52%+2,30113F-HRTimeline
Crossmark Global Holdings, Inc.63,985$5.31M0.08%new13F-HRTimeline
Sterling Manor Financial, LLC62,332$5.17M3.26%-19,15313F-HRTimeline
NorthCrest Asset Manangement, LLC62,199$5.15M0.12%+2,58913F-HRTimeline
White Pine Investment CO61,837$5.13M1.22%-69,17213F-HRTimeline
COUNTRY CLUB BANK61,750$5.12M0.3%-28113F-HRTimeline
BLAIR WILLIAM & CO/IL61,038$5.06M0.01%-62613F-HRTimeline
Enclave Advisors LLC60,670$5.03M0.77%+3,94213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…59,541$4.94M0.07%+1,06613F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.59,120$4.9M0.09%+54,57113F-HRTimeline
Franklin Resourcesgroup of 2 filers holding57,137$4.74M+977Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC56,948$4.72M0.02%-7,06513F-HRTimelineGroup
PATTEN & PATTEN INC/TN56,940$4.72M0.28%+10,96413F-HRTimeline
PCG ASSET MANAGEMENT, LLC56,642$4.7M3.77%+92813F-HR/ATimeline
Bulltick Wealth Management, LLC56,294$4.67M1.1%+25,13513F-HRTimeline
UMB Bank, n.a.55,688$4.62M0.07%-2,31413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prepared Retirement Institute LLC55,590$4.61M2.4%+2,11413F-HRTimeline
One Day In July LLC55,503$4.6M0.39%+3,91813F-HRTimeline
Well Done, LLC55,147$4.57M0.78%-15,31913F-HRTimeline
SEMITAM BONAM LLC55,017$4.56M4.08%+67613F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP54,821$4.55M<0.01%013F-HRTimeline
SigFig Wealth Management, LLC54,504$4.52M0.14%+2,69513F-HRTimeline
MFA Wealth Services54,431$4.52M3.12%-9,77413F-HRTimeline
HCR Wealth Advisors54,312$4.5M0.47%+61313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC53,806$4.46M0.13%+4,16513F-HRTimeline
MinichMacGregor Wealth Management, LLC53,734$4.46M0.87%-1,86113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC53,681$4.45M0.11%+21,32813F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC53,256$4.42M2.48%+83213F-HRTimeline
Crescent Grove Advisors, LLC53,103$4.41M0.42%-39,94113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…52,430$4.36M1.46%-2013F-HRTimeline
FIDELITY D & D BANCORP INC51,325$4.26M2.35%+3,26313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC51,008$4.23M<0.01%+34,31913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.50,549$4.19M0.01%-1,57413F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP50,383$4.18M0.26%-94913F-HRTimeline
Apella Capital, LLC49,202$4.09M0.09%-1,07413F-HRTimeline
Kiker Wealth Management, LLC49,277$4.09M2.07%+3,51513F-HRTimeline
Larson Financial Group LLC48,651$4.04M0.14%-25,69113F-HRTimeline
CPR Investments Inc.48,563$4.03M2.77%+68813F-HRTimeline
TD Waterhouse Canada Inc.48,035$3.98M0.03%-58,36813F-HRTimeline
Allworth Financial LP47,435$3.94M0.02%-5,62813F-HRTimeline
Martin Capital Partners, LLC47,429$3.94M1.53%-4,01213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP47,174$3.91M<0.01%+35513F-HRTimelineGroup
WESCAP Management Group, Inc.46,275$3.84M0.81%+4,94413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC45,086$3.74M0.31%+6,43613F-HRTimeline
Stonebridge Financial Group, LLC45,009$3.73M0.33%+6,64213F-HRTimeline
Compound Planning, Inc.44,419$3.68M0.12%+3,50013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding44,413$3.68M+2,418Timeline
Parallel Advisors, LLC44,001$3.65M0.07%-5,07113F-HRTimeline
EAGLE GLOBAL ADVISORS LLC43,405$3.6M0.14%+35513F-HRTimeline
Arkadios Wealth Advisors43,085$3.57M0.09%-1,46413F-HRTimeline
INVESTMENT HOUSE LLC43,061$3.57M0.17%-2,47813F-HRTimeline
Magnus Financial Group LLC42,817$3.55M0.28%+8,26313F-HRTimeline
Trek Financial, LLC42,606$3.53M0.21%+12,42713F-HRTimeline
PEOPLES BANK /OH42,400$3.52M2.16%-78113F-HRTimeline
Topel & Distasi Wealth Management, LLC42,102$3.49M1.72%+47813F-HRTimeline
Shira Ridge Wealth Management41,937$3.48M1.48%-1,99313F-HRTimeline
1858 WEALTH MANAGEMENT, LLC41,884$3.47M2.44%new13F-HRTimeline
Aries Wealth Management41,775$3.47M0.82%+2,37813F-HRTimeline
Winch Advisory Services, LLC41,664$3.46M0.78%-4913F-HRTimeline
Rothschild Wealth LLC40,878$3.39M0.74%+1,55413F-HRTimeline
International Private Wealth Advisors L…40,356$3.35M2.11%+20,69413F-HRTimeline
Essential Planning, LLC.40,237$3.34M1.15%-1,31013F-HRTimeline
SYKON CAPITAL LLC40,182$3.33M1.11%-4,54413F-HRTimeline
Strata Wealth Advisors, LLC40,038$3.32M0.88%-7513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC40,032$3.32M0.05%+1,87513F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …40,000$3.32M0.42%013F-HRTimelineGroup
BFSG, LLC39,602$3.29M0.32%+5,78913F-HRTimeline
Performance Wealth Partners, LLC39,506$3.28M0.09%-1,91513F-HRTimeline
All Terrain Financial Advisors, LLC39,189$3.25M1.05%-26513F-HRTimeline
Flagship Private Wealth, LLC38,907$3.23M1.3%-1,41613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC38,996$3.23M0.53%+4,26113F-HRTimeline
Welch Group, LLC38,549$3.2M0.12%+4,02013F-HRTimeline
Regal Investment Advisors LLC38,416$3.19M0.21%-7413F-HRTimeline
QUADRANT CAPITAL GROUP LLC38,325$3.18M0.1%+13,03313F-HRTimeline
Keel Point, LLC38,256$3.17M0.2%-3,97813F-HRTimeline
NWAM LLC38,132$3.17M0.17%-1,05413F-HR/ATimeline
JGP Wealth Management, LLC38,103$3.16M0.35%-8,98613F-HRTimeline
Perennial Advisors, LLC37,805$3.14M0.54%+3,77113F-HRTimeline
Empirical Asset Management, LLC37,724$3.13M0.87%+29,60413F-HRTimeline
PRIVATE MANAGEMENT GROUP INC37,533$3.11M0.09%-2,29713F-HRTimeline
CIBC WORLD MARKET INC.37,505$3.11M0.01%+1,60413F-HRTimeline
Wealthspire Advisors, LLC37,330$3.1M0.02%+17413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …37,012$3.07M0.06%-3,49113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC36,803$3.05M0.09%+5,55213F-HRTimelineGroup
Black Swift Group, LLC35,940$2.98M0.53%+30,99013F-HRTimeline
American Investment Services, Inc.35,894$2.98M0.72%-87813F-HRTimeline
Investment Advisory Group, LLC35,887$2.98M0.81%+1,39013F-HRTimeline
Peak Asset Management, LLC35,846$2.97M0.52%+2,05013F-HRTimeline
Wescott Financial Advisory Group, LLC35,711$2.96M0.27%+1,55013F-HRTimeline
ROCKLAND TRUST CO35,546$2.95M0.12%+22,86813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…35,433$2.94M0.1%+37313F-HRTimelineGroup
Vigilare Wealth Management35,337$2.93M1.02%-105,47613F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC35,206$2.92M1.11%+1,26213F-HRTimeline
Samalin Investment Counsel, LLC35,105$2.91M1%+2,36213F-HRTimeline
New Insight Wealth Advisors34,932$2.9M1.09%-1,11213F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC34,311$2.85M0.89%-88713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management34,181$2.84M0.1%-23,83413F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC33,961$2.82M0.16%+3,51513F-HRTimeline
Private Advisory Group LLC33,654$2.79M0.24%+10,34813F-HRTimeline
IHT Wealth Management, LLC33,551$2.78M0.07%+4,16013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding33,519$2.78M+3,069Timeline
Single Point Partners, LLC33,358$2.77M0.56%-81613F-HRTimeline
AE Wealth Management LLC33,327$2.76M0.02%-2,62913F-HRTimeline
Westside Investment Management, Inc.33,293$2.76M0.44%+1,67513F-HRTimeline
Mount Lucas Management LP33,108$2.75M1.24%-23,74513F-HRTimeline
RFG Advisory, LLC32,933$2.73M0.06%+2,30813F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC32,897$2.73M0.52%-3,80713F-HRTimeline
Prospera Financial Services Inc32,852$2.73M0.05%-64113F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC32,843$2.72M1.79%+2813F-HRTimeline
Councilor Wealth, LLC32,765$2.72M1.26%-3,96413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC32,725$2.71M0.28%+36913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK32,607$2.71M0.02%+30713F-HRTimelineGroup
Argyle Capital Partners, LLC32,584$2.7M1.94%+14,57113F-HRTimeline
Blue Fin Capital, Inc.32,553$2.7M0.42%+3,01813F-HRTimeline
Wick Capital Partners, LLC31,958$2.65M0.63%+29,68213F-HRTimeline
MMBG INVESTMENT ADVISORS CO.31,804$2.64M0.23%+2,45013F-HRTimeline
HEADINVEST, LLC31,760$2.63M0.54%+5013F-HRTimeline
Vernal Point Advisors, LLC31,705$2.63M1.13%013F-HRTimeline
Chesley Taft & Associates LLC31,355$2.6M0.11%-54013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC30,882$2.56M1.51%+4,01813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co30,823$2.56M0.03%+7513F-HRTimelineGroup
LANARK FINANCIAL, INC.30,737$2.55M0.2%+7013F-HRTimeline
EPG Wealth Management LLC30,705$2.55M0.7%+2,00313F-HRTimeline
FAMILY WEALTH PARTNERS, LLC30,557$2.53M0.95%-30313F-HRTimeline
Archford Capital Strategies, LLC30,524$2.53M0.3%+93113F-HRTimeline
Tillman Hartley LLC30,475$2.53M0.65%013F-HRTimeline
Irenic Capital Management LP30,000$2.49M0.49%013F-HRTimeline
WEST PACES ADVISORS INC.29,738$2.47M0.49%+15,43013F-HRTimeline
Carr Financial Group Corp29,737$2.47M0.68%-6,87013F-HRTimeline
Laurel Wealth Advisors LLC29,436$2.44M0.34%-97613F-HRTimeline
Beacon Pointe Advisors, LLC29,433$2.44M0.02%-9,49613F-HRTimeline
Hudock, Inc.29,363$2.44M0.37%-25213F-HRTimeline
Community Bank, N.A.29,246$2.43M0.29%+89713F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC29,221$2.42M0.09%+17,66013F-HRTimelineGroup
WEDBUSH SECURITIES INC29,125$2.42M0.08%+4,34813F-HRTimeline
Barry Investment Advisors, LLC29,053$2.41M0.55%+9,49113F-HRTimeline
Christensen, King & Associates Investme…28,946$2.4M1.03%+16013F-HRTimeline