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Disclosery

SHY ISHARES TR

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COM (fund)

1,207 managers (1,226 13F filers) reported a position in SHY shares at 2026-03-31, 233,726,427 shares in all. 98 filers opened a position and 86 filers sold out during the quarter.

Managers
1,207
13F filers
1,226
New
98
Added
538
Reduced
401
Sold out
86
Shares held by filers
233,726,427

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Spectrum Strategic Capital Management, …106,551$8.8M4.74%-78813F-HRTimeline
Invariant Investment Management106,422$8.77M5.4%-86813F-HRTimeline
Members Trust Co105,463$8.71M0.29%-4,79213F-HRTimeline
Aptus Capital Advisors, LLC105,038$8.67M0.07%-93,65213F-HRTimeline
Main Street Financial Solutions, LLC104,450$8.62M0.63%new13F-HRTimeline
NerdWallet Wealth Partners, LLC103,691$8.56M3.74%-7,95213F-HRTimeline
Beacon Wealthcare LLC103,519$8.55M3.01%+2,32313F-HRTimeline
Waverly Advisors, LLC103,002$8.5M0.06%+33,42913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/102,136$8.43M0.01%+30,30513F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED101,859$8.41M0.61%+8,48013F-HRTimeline
Premier Path Wealth Partners, LLC101,739$8.4M1.09%-13,82413F-HRTimeline
Midwest Heritage Bank, FSB100,955$8.34M2.67%+19,00813F-HRTimeline
Shira Ridge Wealth Management100,447$8.29M3.28%+50,87613F-HRTimeline
Eley Financial Management, Inc100,280$8.28M2.99%+2,57213F-HR/ATimeline
Tidal Investments LLCin group Tidal Investments LLC99,828$8.24M0.03%new13F-HRTimelineGroup
National Philanthropic Trust97,793$8.07M0.09%+9,23313F-HRTimeline
KFA Private Wealth Group, LLC97,461$8.05M1.93%+5,26513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC97,229$8.03M0.12%+57,86813F-HRTimelineGroup
Bulltick Wealth Management, LLC97,005$8.01M1.77%+16,52013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management96,345$7.96M0.27%+1,49913F-HRTimelineGroup
Heck Capital Advisors, LLC95,642$7.9M0.59%-22,54013F-HRTimeline
Mutual Advisors, LLC95,419$7.88M0.17%+5,12313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC94,954$7.84M0.43%-14,67213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.94,289$7.81M0.05%+10,54213F-HRTimelineGroup
Cascade Financial Partners, LLC93,900$7.75M0.8%-64,04913F-HRTimeline
First Heartland Consultants, Inc.92,145$7.61M0.58%+68,97013F-HRTimeline
Independence Financial Advisors, LLC90,911$7.51M2.25%+2,46213F-HRTimeline
Sanctuary Advisors, LLC90,453$7.47M0.04%-9,10413F-HRTimeline
DURANTE & WATERS, LLC90,300$7.46M5.4%-1,03313F-HRTimeline
Jaffetilchin Investment Partners, LLC89,845$7.42M0.44%-245,28113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC89,686$7.41M0.16%-4,15413F-HRTimelineGroup
Values First Advisors, Inc.89,406$7.38M3.85%+2,04413F-HRTimeline
BayBridge Capital Group, LLC88,665$7.34M4.55%013F-HRTimeline
Well Done, LLC88,181$7.28M1.07%+26,48813F-HRTimeline
Cerro Pacific Wealth Advisors LLC87,220$7.2M1.89%+10,42413F-HRTimeline
Vestmark Advisory Solutions, Inc.86,138$7.11M0.08%-4,83613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…85,802$7.08M0.45%+77513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.85,336$7.05M0.46%-6,06013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…85,184$7.03M0.13%+7,10013F-HRTimelineGroup
BRADY FAMILY WEALTH, LLC84,997$7.02M2.19%+13,10013F-HRTimeline
Independent Solutions Wealth Management…84,761$7M1.03%+3,93413F-HRTimeline
Donoghue Forlines LLC84,477$6.98M1.93%new13F-HRTimeline
DAVENPORT & Co LLC84,449$6.97M0.04%-1,16513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC83,563$6.9M5.23%+7,62013F-HRTimeline
&PARTNERS83,517$6.9M0.03%-4,81713F-HRTimeline
PATTEN & PATTEN INC/TN83,352$6.88M0.42%-4,08613F-HRTimeline
Boltwood Capital Management83,325$6.88M1.75%+4,31513F-HRTimeline
Napier Financial, LLC83,257$6.87M1.58%-38613F-HRTimeline
Broyhill Asset Management, LLC81,724$6.75M6.62%-20,99313F-HRTimeline
Perigon Wealth Management, LLC81,353$6.72M0.12%+2,45713F-HRTimeline
Lake Hills Wealth Management, LLC80,619$6.66M3.72%-148,49313F-HRTimeline
Kooman & Associates79,939$6.6M1.97%+1,98413F-HRTimeline
SevenBridge Financial Group, LLC79,151$6.53M1.02%-3,07913F-HRTimeline
Layline Advisors, LLC79,081$6.53M7.3%13F-HRTimeline
SYNTAX RESEARCH, INC.79,048$6.53M4.15%+3313F-HRTimeline
Sugar Maple Asset Management, LLC78,918$6.52M3.96%+59213F-HRTimeline
Balefire, LLC78,270$6.46M1.22%-53,37513F-HRTimeline
Larson Financial Group LLC76,423$6.31M0.2%+36,73813F-HRTimeline
Bouvel Investment Partners, LLC76,128$6.29M1.82%-1,67613F-HRTimeline
Modus Advisors, LLC76,053$6.28M1.73%+6,56413F-HRTimeline
MARINER INVESTMENT GROUP LLC75,817$6.26M1.9%+73,18113F-HRTimeline
Able Wealth Management LLC75,529$6.24M1.67%+5,70413F-HRTimeline
Focus Financial Network, Inc.75,444$6.23M0.22%-21,23613F-HRTimeline
Great Lakes Retirement, Inc.75,292$6.22M0.64%+7,01213F-HRTimeline
Beacon Pointe Advisors, LLC75,220$6.21M0.03%+25,61713F-HRTimeline
Bison Wealth, LLC75,446$6.2M0.6%+1,82913F-HRTimeline
MGO ONE SEVEN LLC74,965$6.19M0.12%+68,72213F-HRTimeline
Capasso Planning Partners LLC74,705$6.17M3.33%+3,46313F-HRTimeline
Strategic Blueprint, LLC74,646$6.16M0.36%+2,22813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…74,581$6.16M0.09%+6,28913F-HRTimelineGroup
American Wealth Advisors, LLC74,182$6.13M6.38%-1,03613F-HRTimeline
WELLINGTON-ALTUS USA INC.74,278$6.1M3.59%+64,46213F-HRTimeline
Range Advisory, LLC73,285$6.05M1.12%+24,92713F-HRTimeline
Biltmore Family Office, LLC72,823$6.01M0.84%+4,51213F-HRTimeline
BLAIR WILLIAM & CO/IL72,800$6.01M0.02%+6,55413F-HRTimeline
Greenspring Advisors, LLC71,652$5.92M0.36%+1,19813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO70,758$5.84M0.12%-1,98013F-HRTimeline
Thayer Partners, LLC / MA70,640$5.83M2.78%+1,97213F-HRTimeline
Palumbo Wealth Management LLC70,215$5.8M1.41%+62,62513F-HRTimeline
Glenview Trust Co70,044$5.78M0.09%-4213F-HRTimeline
Intrua Financial, LLC69,725$5.76M0.62%+56,04913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.69,477$5.74M0.24%+1,93913F-HRTimeline
UMB Bank, n.a.68,845$5.68M0.08%-26,03513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIDELITY D & D BANCORP INC67,727$5.59M2.24%+3,89613F-HRTimeline
Koa Wealth Management, LLC66,763$5.51M3.99%-2,28613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.66,511$5.49M0.04%+4,28413F-HRTimelineGroup
AE Wealth Management LLC66,504$5.49M0.03%+34,01813F-HRTimeline
Oxbow Advisors, LLC66,353$5.48M0.47%+22,61413F-HRTimeline
Checchi Capital Advisers, LLC65,968$5.45M0.37%-30513F-HRTimeline
SEMITAM BONAM LLC64,431$5.32M4.35%+5,63913F-HRTimeline
Franklin Resourcesgroup of 2 filers holding63,848$5.27M+7,162Timeline
Aries Wealth Management63,163$5.22M1.15%+6,19313F-HRTimeline
Sterling Manor Financial, LLC63,035$5.2M3.26%+9413F-HRTimeline
One Day In July LLC62,970$5.2M0.42%+1,12913F-HRTimeline
Merit Financial Group, LLC62,784$5.18M0.04%-5,07813F-HRTimeline
Mount Lucas Management LP62,719$5.18M1.91%+38,68513F-HRTimeline
Ausdal Financial Partners, Inc.62,594$5.17M0.23%+37213F-HRTimeline
Kiker Wealth Management, LLC62,105$5.13M2.45%+59,81813F-HRTimeline
MinichMacGregor Wealth Management, LLC61,167$5.05M0.89%+5,70913F-HRTimeline
Snowden Capital Advisors LLC60,581$5M0.13%-14113F-HRTimeline
Engineers Gate Manager LP60,565$5M0.06%+48,30313F-HRTimeline
GUIDANCE CAPITAL, INC60,003$4.93M1.11%+40,47113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding59,429$4.91M-973Timeline
Arete Wealth Advisors, LLC59,390$4.9M0.37%+2,01713F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC57,968$4.79M0.15%+1,78613F-HRTimeline
SigFig Wealth Management, LLC57,430$4.74M0.14%+1,46413F-HRTimeline
Compass Wealth Management, LLC/GA57,173$4.72M2.02%new13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA57,218$4.72M0.15%-61413F-HRTimelineGroup
DISCOVERY CAPITAL MANAGEMENT, LLC / CT56,657$4.68M0.24%+48,50013F-HRTimeline
Connecticut Wealth Management, LLC55,323$4.57M0.19%+10,85613F-HRTimeline
PCG ASSET MANAGEMENT, LLC55,040$4.54M3.63%+1,04013F-HRTimeline
WESCAP Management Group, Inc.54,901$4.53M0.89%+4,71113F-HRTimeline
Keel Point, LLC54,790$4.52M0.3%+16,39213F-HRTimeline
Rothschild Wealth LLC54,775$4.52M0.41%+16,17513F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP54,821$4.52M<0.01%013F-HRTimeline
Gemmer Asset Management LLC54,202$4.48M0.35%-11,30913F-HRTimeline
NorthCrest Asset Manangement, LLC54,175$4.46M0.14%-7,25513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC53,853$4.45M0.98%+41,36813F-HRTimeline
Prepared Retirement Institute LLC53,296$4.4M2.18%-91813F-HR/ATimeline
Van Hulzen Asset Management, LLC52,467$4.33M0.32%-9,24313F-HRTimeline
MFA Wealth Services52,343$4.32M2.86%-4,08013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC52,043$4.3M0.02%-3,67113F-HRTimelineGroup
AUA CAPITAL MANAGEMENT, LLC51,759$4.27M2.18%-1,37713F-HRTimeline
Integrated Advisors Network LLC51,255$4.23M0.22%-19,41113F-HRTimeline
STOCK YARDS BANK & TRUST CO50,756$4.19M0.13%-11,51013F-HRTimeline
Blue Fin Capital, Inc.50,218$4.15M0.68%+15,63313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.50,090$4.14M0.38%+43,29513F-HRTimelineGroup
CAMBIAR INVESTORS LLC49,707$4.1M0.19%+46513F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.49,561$4.09M0.04%+45,35213F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC49,328$4.07M1.5%+13,75813F-HRTimeline
Flagship Private Wealth, LLC49,273$4.07M1.65%+10,01313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC49,211$4.06M<0.01%+31,39813F-HRTimelineGroup
Crescent Grove Advisors, LLC48,806$4.03M0.4%-3,37813F-HRTimeline
Parallel Advisors, LLC48,401$4M0.07%+1,79713F-HR/ATimeline
Independent Advisor Alliance48,300$3.99M0.04%+44,98813F-HRTimeline
Independent Wealth Advisors LLC47,728$3.94M3.87%+4,50313F-HRTimeline
EAGLE GLOBAL ADVISORS LLC47,205$3.9M0.14%-330,53013F-HRTimeline
Martin Capital Partners, LLC46,308$3.82M1.42%-30513F-HRTimeline
Corecam Pte. Ltd.46,269$3.82M1.66%013F-HRTimeline
JGP Wealth Management, LLC46,247$3.82M0.4%-79213F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…46,145$3.81M1.27%-5,28713F-HRTimeline
Wescott Financial Advisory Group, LLC45,451$3.75M0.33%+6,65413F-HRTimeline
ASPIRIANT, LLC45,441$3.75M0.11%+3,28813F-HRTimeline
Efficient Advisors, LLC44,994$3.72M0.26%-17,01513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,890$3.71M<0.01%-76,63813F-HRTimelineGroup
Perennial Advisors, LLC44,753$3.7M0.63%+2,28713F-HRTimeline
BFSG, LLC44,471$3.67M0.35%+3,54213F-HRTimeline
Liberty Atlantic Advisors LLC44,360$3.66M3.13%+15,96913F-HRTimeline
MMBG INVESTMENT ADVISORS CO.43,949$3.63M0.33%+76513F-HRTimeline
Hudock, Inc.43,596$3.6M0.53%+7,04913F-HRTimeline
IEQ CAPITAL, LLC43,396$3.58M0.02%new13F-HRTimeline
BEAM WEALTH ADVISORS, INC.43,318$3.58M0.89%-11,61913F-HRTimeline
Topel & Distasi Wealth Management, LLC42,967$3.55M1.83%-19913F-HRTimeline
Western Wealth Management, LLC42,415$3.5M0.13%+34,79313F-HR/ATimeline
HCR Wealth Advisors41,996$3.47M0.36%-7,70113F-HRTimeline
Apella Capital, LLC41,955$3.47M0.05%+2,29113F-HRTimeline
Compound Planning, Inc.41,874$3.46M0.11%-3,12413F-HRTimeline
Composition Wealth, LLC41,754$3.45M0.05%+9,82213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…41,639$3.44M0.26%+17,43813F-HRTimelineGroup
PEOPLES BANK /OH41,606$3.44M2.11%+77713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC41,598$3.43M<0.01%+34,08313F-HRTimelineGroup
LightSquare Wealth Management, LLC41,566$3.43M2.57%13F-HRTimeline
Winch Advisory Services, LLC41,453$3.42M0.78%-15813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding41,253$3.41M+8,353Timeline
Performance Wealth Partners, LLC41,045$3.39M0.1%+1,54313F-HRTimeline
All Terrain Financial Advisors, LLC40,667$3.36M1.05%+82013F-HRTimeline
Petros Family Wealth, LLC40,428$3.34M2.38%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding40,287$3.33M+5,385Timeline
ROTHSCHILD INVESTMENT LLC40,275$3.33M0.17%+4,69113F-HRTimeline
Mascoma Wealth Management LLC40,186$3.32M0.69%+15,66413F-HRTimeline
Discipline Wealth Solutions, LLC40,177$3.32M0.35%+17,03313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…40,151$3.32M0.13%-79713F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK40,013$3.3M0.02%+2,08613F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …40,000$3.3M0.37%013F-HRTimelineGroup
VestGen Advisors, LLC40,140$3.3M0.09%+10,30113F-HRTimeline
Allworth Financial LP39,629$3.27M0.01%-1,05513F-HRTimeline
Arkadios Wealth Advisors39,326$3.25M0.05%-3,04313F-HRTimeline
Blue Capital, Inc.39,260$3.24M2.12%new13F-HRTimeline
Westwood Wealth Management39,050$3.22M1.27%new13F-HRTimeline
DSG Capital Advisors, LLC39,045$3.22M0.52%-2513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC38,603$3.19M0.25%-13,17613F-HRTimeline
ARS Wealth Advisors Group, LLC38,374$3.17M0.27%+33,61013F-HRTimeline
Strategies Wealth Advisors, LLC38,282$3.16M0.32%+29,68113F-HRTimeline
INVESTMENT HOUSE LLC38,275$3.16M0.16%-1,17913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC38,155$3.15M0.02%new13F-HRTimelineGroup
Investment Advisory Group, LLC38,057$3.14M0.8%+56013F-HRTimeline
Park Edge Advisors, LLC37,948$3.13M0.72%-58613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC37,735$3.11M0.48%-56013F-HRTimeline
CPR Investments Inc.37,383$3.09M2.06%+2,72913F-HRTimeline
Plan Group Financial, LLC37,285$3.08M0.72%+10,21713F-HRTimeline
Private Advisory Group LLC37,111$3.06M0.21%+1,00913F-HRTimeline
QUADRANT CAPITAL GROUP LLC37,038$3.06M0.09%+2,37513F-HR/ATimeline
Smartleaf Asset Management LLC36,999$3.05M0.11%+9,20113F-HRTimeline
Trek Financial, LLC36,876$3.04M0.16%-4,72113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …36,523$3.02M0.06%+4813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC36,038$2.98M0.07%-4,29013F-HR/ATimeline
SpringVest Wealth Management LLC36,029$2.97M2.03%+1,09013F-HRTimeline
Bienville Capital Management, LLC35,914$2.97M0.56%+19,10913F-HRTimeline
Rooted Wealth Advisors, Inc.35,814$2.96M0.78%+6,14613F-HRTimeline
WEDBUSH SECURITIES INC35,808$2.96M0.09%+5,30713F-HRTimeline