Skip to content
Disclosery

SHY ISHARES TR

Follow

COM (fund)

1,190 managers (1,207 13F filers) reported a position in SHY shares at 2025-12-31, 222,898,786 shares in all. 76 filers opened a position and 67 filers sold out during the quarter.

Managers
1,190
13F filers
1,207
New
76
Added
478
Reduced
421
Sold out
67
Shares held by filers
222,898,786

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
TWO SIGMA SECURITIES, LLC96,237$7.97M1.1%+83,88513F-HRTimeline
UMB Bank, n.a.94,880$7.86M0.1%+39,19213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Spire Wealth Managementin group Spire Wealth Management94,846$7.86M0.26%+60,66513F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC93,840$7.77M0.16%-4,29713F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED93,379$7.74M0.52%-62,55213F-HRTimeline
KFA Private Wealth Group, LLC92,196$7.64M1.86%+27,98613F-HRTimeline
Global Retirement Partners, LLC92,026$7.62M0.14%+22,82413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.91,396$7.57M0.5%-1,66213F-HRTimelineGroup
DURANTE & WATERS, LLC91,333$7.56M5.28%+3,81113F-HRTimeline
Vestmark Advisory Solutions, Inc.90,974$7.53M0.1%+31,85413F-HRTimeline
Mutual Advisors, LLC90,296$7.48M0.16%+3,74113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC88,750$7.35M0.06%+3,98313F-HRTimelineGroup
BayBridge Capital Group, LLC88,665$7.34M4.55%+2,83613F-HRTimeline
National Philanthropic Trust88,560$7.33M0.07%+2,25313F-HRTimeline
Independence Financial Advisors, LLC88,449$7.33M2.01%+2,92413F-HRTimeline
&PARTNERS88,334$7.3M0.04%+17,77413F-HRTimeline
PATTEN & PATTEN INC/TN87,438$7.24M0.43%+30,49813F-HRTimeline
Values First Advisors, Inc.87,362$7.24M3.75%+4,94013F-HRTimeline
BEACON FINANCIAL GROUP87,241$7.23M0.72%-9,55413F-HRTimeline
Clearstead Advisors, LLC87,022$7.21M0.09%+1,17413F-HRTimeline
DAVENPORT & Co LLC85,614$7.09M0.04%-6,36113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…85,027$7.04M0.45%-3,07013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.83,747$6.94M0.05%-62,81413F-HRTimelineGroup
Napier Financial, LLC83,643$6.93M1.73%13F-HRTimeline
Crossmark Global Holdings, Inc.82,625$6.84M0.1%+18,64013F-HRTimeline
SevenBridge Financial Group, LLC82,230$6.81M1.1%+3,32413F-HRTimeline
Midwest Heritage Bank, FSB81,947$6.79M2.34%+3,79113F-HRTimeline
Independent Solutions Wealth Management…80,827$6.69M1.23%-3,94313F-HRTimeline
Bulltick Wealth Management, LLC80,485$6.67M1.42%+24,19113F-HRTimeline
SYNTAX RESEARCH, INC.79,015$6.54M4.04%-5,82313F-HRTimeline
Boltwood Capital Management79,010$6.54M1.7%+2,31413F-HRTimeline
Perigon Wealth Management, LLC78,896$6.53M0.12%-13,46113F-HRTimeline
Sugar Maple Asset Management, LLC78,326$6.49M4.36%+6,12313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…78,084$6.47M0.12%+3,69313F-HRTimelineGroup
GTS SECURITIES LLC77,991$6.46M0.22%new13F-HRTimeline
Kooman & Associates77,955$6.46M1.91%+3,44913F-HRTimeline
Bouvel Investment Partners, LLC77,804$6.44M1.86%+3,86013F-HRTimeline
Cerro Pacific Wealth Advisors LLC76,796$6.36M1.71%+2,92113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC75,943$6.29M5.24%-8,87813F-HRTimeline
American Wealth Advisors, LLC75,218$6.23M6.12%-2,68713F-HRTimeline
LITTLE HOUSE CAPITAL LLC74,946$6.21M1.56%-3,04813F-HRTimeline
Bison Wealth, LLC73,617$6.06M0.68%-5,51413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO72,738$6.02M0.13%+5,64313F-HRTimeline
Strategic Blueprint, LLC72,418$6M0.35%+4,16713F-HRTimeline
BRADY FAMILY WEALTH, LLC71,897$5.95M1.84%+6,92013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/71,831$5.95M0.01%-30,56413F-HRTimelineGroup
Capasso Planning Partners LLC71,242$5.9M3.24%+4,93213F-HRTimeline
Integrated Advisors Network LLC70,666$5.85M0.26%+34313F-HRTimeline
Greenspring Advisors, LLC70,454$5.84M0.36%+47,55213F-HRTimeline
Glenview Trust Co70,086$5.8M0.09%-98113F-HRTimeline
Able Wealth Management LLC69,825$5.78M1.83%+66,65213F-HRTimeline
Waverly Advisors, LLC69,573$5.76M0.05%-1,84013F-HRTimeline
Modus Advisors, LLC69,489$5.76M1.52%+23813F-HRTimeline
ARVEST INVESTMENTS, INC.69,394$5.75M0.81%+15613F-HRTimeline
Koa Wealth Management, LLC69,049$5.72M3.93%+2,40313F-HRTimeline
Thayer Partners, LLC / MA68,668$5.69M2.77%13F-HRTimeline
Biltmore Family Office, LLC68,311$5.66M0.78%-46813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…68,292$5.66M0.08%+8,75113F-HRTimelineGroup
Great Lakes Retirement, Inc.68,280$5.65M0.59%+2,93413F-HRTimeline
Merit Financial Group, LLC67,862$5.62M0.05%-2,74013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.67,538$5.59M0.23%-7,53413F-HRTimeline
Checchi Capital Advisers, LLC66,273$5.49M0.37%-2,01613F-HRTimeline
BLAIR WILLIAM & CO/IL66,246$5.49M0.01%+5,20813F-HRTimeline
Gemmer Asset Management LLC65,511$5.43M0.42%-1,96513F-HRTimeline
FIDELITY D & D BANCORP INC63,831$5.29M2.28%+12,50613F-HRTimeline
Sterling Manor Financial, LLC62,941$5.21M3.25%+60913F-HRTimeline
BECKER CAPITAL MANAGEMENT INC62,710$5.19M0.15%+8,90413F-HRTimeline
Elevate Capital Advisors, LLC62,390$5.17M3.42%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO62,266$5.16M0.16%-9,87313F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.62,227$5.15M0.04%-6,80413F-HRTimelineGroup
Ausdal Financial Partners, Inc.62,222$5.15M0.24%-2,15013F-HRTimeline
Efficient Advisors, LLC62,009$5.14M0.3%-13,68813F-HR/ATimeline
One Day In July LLC61,841$5.12M0.42%+6,33813F-HRTimeline
Van Hulzen Asset Management, LLC61,710$5.11M0.38%-4,23513F-HRTimeline
Well Done, LLC61,693$5.11M0.76%+6,54613F-HRTimeline
NorthCrest Asset Manangement, LLC61,430$5.09M0.11%-76913F-HRTimeline
Snowden Capital Advisors LLC60,722$5.03M0.13%-3,97113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding60,402$5M-226,262Timeline
SEMITAM BONAM LLC58,792$4.87M4.05%+3,77513F-HRTimeline
Edgestream Partners, L.P.58,580$4.85M0.14%-42,12013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA57,832$4.79M0.14%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC57,373$4.75M0.33%+47,62413F-HR/ATimeline
PRIVATE CLIENT SERVICES, LLC57,126$4.73M1.48%+54,31313F-HRTimeline
Aries Wealth Management56,970$4.72M1.04%+15,19513F-HRTimeline
Franklin Resourcesgroup of 2 filers holding56,686$4.69M-451Timeline
MFA Wealth Services56,423$4.67M3.16%+1,99213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC56,182$4.65M0.08%-24,93313F-HR/ATimeline
SigFig Wealth Management, LLC55,966$4.63M0.14%+1,46213F-HRTimeline
Stonebridge Financial Group, LLC55,738$4.62M0.39%+10,72913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC55,714$4.61M0.02%-1,23413F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC55,458$4.59M0.83%+1,72413F-HRTimeline
BEAM WEALTH ADVISORS, INC.54,937$4.55M1.25%-11,57213F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP54,821$4.54M<0.01%013F-HRTimeline
PCG ASSET MANAGEMENT, LLC54,000$4.53M3.61%-2,64213F-HRTimeline
Prepared Retirement Institute LLC54,214$4.49M2.26%-1,37613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP53,321$4.42M0.25%+2,93813F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC53,136$4.4M2.21%-12013F-HRTimeline
Crescent Grove Advisors, LLC52,184$4.32M0.41%-91913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC51,779$4.29M0.32%+6,69313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…51,432$4.26M1.42%-99813F-HRTimeline
WESCAP Management Group, Inc.50,190$4.16M0.84%+3,91513F-HRTimeline
HCR Wealth Advisors49,697$4.12M0.41%-4,61513F-HRTimeline
Beacon Pointe Advisors, LLC49,603$4.11M0.03%+20,17013F-HRTimeline
Shira Ridge Wealth Management49,571$4.11M1.65%+7,63413F-HRTimeline
CAMBIAR INVESTORS LLC49,242$4.08M0.18%+24,81113F-HRTimeline
Range Advisory, LLC48,358$4M1.03%13F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC47,426$3.93M0.36%-65,45113F-HRTimeline
JGP Wealth Management, LLC47,039$3.9M0.41%+8,93613F-HRTimeline
Martin Capital Partners, LLC46,613$3.86M1.45%-81613F-HRTimeline
Parallel Advisors, LLC46,604$3.86M0.07%+2,60313F-HRTimeline
Corecam Pte. Ltd.46,269$3.83M2.03%new13F-HRTimeline
Welch Group, LLC45,614$3.78M0.15%+7,06513F-HRTimeline
Compound Planning, Inc.44,998$3.73M0.11%+57913F-HRTimeline
Connecticut Wealth Management, LLC44,467$3.68M0.16%new13F-HRTimeline
IHT Wealth Management, LLC44,408$3.68M0.09%+10,85713F-HRTimeline
Oxbow Advisors, LLC43,739$3.62M0.32%+36,88913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.43,506$3.6M0.01%-7,04313F-HRTimelineGroup
Independent Wealth Advisors LLC43,225$3.58M3.74%13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.43,184$3.58M0.3%+11,38013F-HRTimeline
Topel & Distasi Wealth Management, LLC43,166$3.58M1.75%+1,06413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP42,645$3.53M<0.01%-4,52913F-HRTimelineGroup
Perennial Advisors, LLC42,466$3.52M0.59%+4,66113F-HRTimeline
Arkadios Wealth Advisors42,369$3.51M0.07%-71613F-HRTimeline
ASPIRIANT, LLC42,153$3.49M0.1%+33,25413F-HRTimeline
Winch Advisory Services, LLC41,611$3.45M0.76%-5313F-HRTimeline
Trek Financial, LLC41,597$3.45M0.2%-1,00913F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…40,948$3.39M0.11%+14,99913F-HRTimelineGroup
BFSG, LLC40,929$3.39M0.33%+1,32713F-HRTimeline
PEOPLES BANK /OH40,829$3.38M2.1%-1,57113F-HRTimeline
Allworth Financial LP40,684$3.37M0.01%-6,75113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC40,328$3.34M0.07%-13,35313F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …40,000$3.31M0.41%013F-HRTimelineGroup
All Terrain Financial Advisors, LLC39,847$3.3M1.01%+65813F-HRTimeline
Larson Financial Group LLC39,685$3.29M0.11%-8,96613F-HRTimeline
Apella Capital, LLC39,664$3.28M0.06%-9,53813F-HRTimeline
Performance Wealth Partners, LLC39,502$3.27M0.09%-413F-HRTimeline
INVESTMENT HOUSE LLC39,454$3.27M0.16%-3,60713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC39,361$3.26M0.05%-67113F-HRTimelineGroup
Flagship Private Wealth, LLC39,260$3.25M1.28%+35313F-HRTimeline
DSG Capital Advisors, LLC39,070$3.24M0.49%-30,18413F-HRTimeline
Strata Wealth Advisors, LLC39,009$3.23M0.9%-1,02913F-HRTimeline
Wescott Financial Advisory Group, LLC38,797$3.21M0.28%+3,08613F-HRTimeline
Rothschild Wealth LLC38,600$3.2M0.31%-2,27813F-HR/ATimeline
Park Edge Advisors, LLC38,534$3.19M0.72%-57,37613F-HRTimeline
Keel Point, LLC38,398$3.18M0.19%+14213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC38,295$3.17M0.5%-70113F-HRTimeline
NWAM LLC38,017$3.15M0.18%-11513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK37,927$3.14M0.02%+5,32013F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.37,508$3.11M0.02%-47,26013F-HRTimeline
Investment Advisory Group, LLC37,497$3.11M0.8%+1,61013F-HRTimeline
Hudock, Inc.36,547$3.03M0.45%+7,18413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …36,475$3.02M0.06%-53713F-HRTimelineGroup
Samalin Investment Counsel, LLC36,393$3.01M1.07%+1,28813F-HRTimeline
Essential Planning, LLC.36,132$2.99M0.95%-4,10513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…36,128$2.99M0.1%+69513F-HRTimelineGroup
Private Advisory Group LLC36,102$2.99M0.24%+2,44813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT36,070$2.99M0.05%-64,35813F-HRTimeline
ROTHSCHILD INVESTMENT LLC35,584$2.95M0.16%+1,62313F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC35,570$2.95M1.09%+36413F-HRTimeline
Peak Asset Management, LLC35,511$2.94M0.5%-33513F-HRTimeline
American Investment Services, Inc.35,216$2.92M0.68%-67813F-HRTimeline
SpringVest Wealth Management LLC34,939$2.89M2.02%+16,27313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding34,902$2.89M+1,383Timeline
PURE PORTFOLIOS HOLDINGS LLC34,725$2.88M0.87%+41413F-HRTimeline
QUADRANT CAPITAL GROUP LLC34,663$2.87M0.09%-3,66213F-HRTimeline
CPR Investments Inc.34,654$2.87M1.93%-13,90913F-HRTimeline
Blue Fin Capital, Inc.34,585$2.86M0.44%+2,03213F-HRTimeline
Argyle Capital Partners, LLC34,190$2.83M2.07%+1,60613F-HRTimeline
RFG Advisory, LLC33,673$2.79M0.05%+74013F-HRTimeline
Westside Investment Management, Inc.33,275$2.76M0.44%-1813F-HRTimeline
1015 Capital Partners, LLC33,252$2.75M2.7%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding32,900$2.72M+4,694Timeline
Wick Capital Partners, LLC32,845$2.72M0.49%+88713F-HR/ATimeline
Single Point Partners, LLC32,714$2.71M0.54%-64413F-HRTimeline
AE Wealth Management LLC32,486$2.69M0.02%-84113F-HRTimeline
BIRCH FINANCIAL GROUP, LLC32,160$2.66M1.52%+1,27813F-HRTimeline
EPG Wealth Management LLC31,980$2.65M0.71%+1,27513F-HRTimeline
Chesley Taft & Associates LLC31,960$2.65M0.1%+60513F-HRTimeline
Composition Wealth, LLC31,932$2.64M0.04%+6,22613F-HRTimeline
PRIVATE MANAGEMENT GROUP INC31,885$2.64M0.08%-5,64813F-HRTimeline
Noble Family Wealth, LLC31,745$2.63M0.55%+3,00813F-HRTimeline
Vernal Point Advisors, LLC31,705$2.63M1.08%013F-HRTimeline
Carr Financial Group Corp31,666$2.62M0.7%+1,92913F-HRTimeline
Black Swift Group, LLC29,900$2.62M0.44%-6,04013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC31,105$2.58M1.61%-1,73813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC30,879$2.56M0.03%+14,24613F-HRTimelineGroup
Archford Capital Strategies, LLC30,862$2.56M0.3%+33813F-HRTimeline
Counterweight Ventures, LLC30,782$2.55M1.43%+3,04013F-HRTimeline
COFG Advisors, LLC30,618$2.54M0.63%13F-HRTimeline
WEDBUSH SECURITIES INC30,501$2.53M0.07%+1,37613F-HRTimeline
Sequent Planning LLC30,321$2.51M0.64%+2,22613F-HRTimeline
Tillman Hartley LLC30,208$2.5M0.63%-26713F-HRTimeline
CIBC WORLD MARKET INC.30,124$2.49M<0.01%-7,38113F-HRTimeline
Irenic Capital Management LP30,000$2.48M0.33%013F-HRTimeline
SYKON CAPITAL LLC29,961$2.48M0.8%-10,22113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC29,960$2.48M0.07%-6,84313F-HR/ATimelineGroup
IF Advisors, LLC29,855$2.47M2.01%13F-HRTimeline
VestGen Advisors, LLC29,839$2.47M0.11%+17,22613F-HRTimeline
Rooted Wealth Advisors, Inc.29,668$2.45M0.69%+5,88113F-HRTimeline
Magnus Financial Group LLC29,621$2.45M0.19%-13,19613F-HRTimeline