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Disclosery

SHY ISHARES TR

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COM (fund)

1,200 managers (1,217 13F filers) reported a position in SHY shares at 2026-06-30, 247,094,244 shares in all. 85 filers opened a position and 92 filers sold out during the quarter.

Managers
1,200
13F filers
1,217
New
85
Added
508
Reduced
441
Sold out
92
Shares held by filers
247,094,244

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Peak Asset Management, LLC33,428$2.74M0.4%-29313F-HRTimeline
Essential Planning, LLC.33,346$2.74M0.77%-1,11313F-HRTimeline
American Investment Services, Inc.33,084$2.72M0.57%-74113F-HRTimeline
SpringVest Wealth Management LLC33,069$2.72M1.71%-2,96013F-HRTimeline
Wick Capital Partners, LLC33,038$2.71M0.41%+82913F-HRTimeline
WEDBUSH SECURITIES INC32,954$2.71M0.07%-2,85413F-HRTimeline
AlphaCore Capital LLC32,843$2.7M0.05%+25,28013F-HRTimeline
Sequent Planning LLC32,782$2.69M0.58%+1,71213F-HRTimeline
United Community Bankin group United Community Bank32,635$2.68M0.83%+45513F-HRTimelineGroup
Single Point Partners, LLC32,557$2.67M0.47%-19113F-HRTimeline
PW Nova Financial Services LLC32,348$2.66M0.57%new13F-HRTimeline
INVESTED ADVISORS32,335$2.66M2.35%+22,24313F-HRTimeline
Heritage Wealth Management, Inc. /CA/31,508$2.59M1.29%-1813F-HRTimeline
NWAM LLC31,155$2.56M0.13%-3,17913F-HRTimeline
BRAVE ASSET MANAGEMENT INC31,032$2.55M0.55%new13F-HRTimeline
SFG Wealth Management, LLC.31,012$2.55M0.92%+9913F-HRTimeline
Chesley Taft & Associates LLC31,008$2.55M0.1%+59813F-HRTimeline
Gladstone Institutional Advisory LLC30,914$2.54M0.08%+4,26613F-HRTimeline
Community Bank, N.A.30,669$2.52M0.27%-65113F-HRTimeline
Noble Family Wealth, LLC30,491$2.5M0.45%-94613F-HRTimeline
Trek Financial, LLC30,162$2.48M0.12%-6,71413F-HRTimeline
PRIVATE MANAGEMENT GROUP INC30,144$2.48M0.07%-67713F-HRTimeline
Irenic Capital Management LP30,000$2.46M0.18%013F-HRTimeline
Envision Financial Transparency, LLC29,505$2.45M2.09%new13F-HRTimeline
Howard Capital Management, LLC29,186$2.4M0.03%-1,97013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.29,155$2.39M<0.01%-4,40813F-HRTimelineGroup
Christensen, King & Associates Investme…29,080$2.39M0.95%013F-HRTimeline
Archford Capital Strategies, LLC29,001$2.38M0.24%-126,65013F-HRTimeline
Welch Group, LLC28,930$2.38M0.08%-53313F-HRTimeline
Maridea Wealth Management LLC28,878$2.37M0.26%+14,85213F-HRTimeline
1015 Capital Partners, LLC28,852$2.37M1.98%-4,40013F-HRTimeline
Bright Futures Wealth Management, LLC.28,719$2.36M1.52%-4,62013F-HRTimeline
COFG Advisors, LLC28,677$2.35M0.41%-90713F-HRTimeline
Traub Capital Management LLC28,561$2.35M2.09%013F-HRTimeline
Prospera Financial Services Inc28,472$2.34M0.03%+2,28813F-HRTimeline
Tillman Hartley LLC28,140$2.31M0.52%-1,35213F-HRTimeline
EPG Wealth Management LLC28,016$2.3M0.55%+20913F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS27,983$2.3M0.23%new13F-HRTimeline
RMR Wealth Builders27,942$2.29M0.14%+1713F-HRTimeline
Ruggiero Investments, Inc.27,890$2.29M1.95%+6,54413F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp27,818$2.28M<0.01%+3,05913F-HRTimelineGroup
Integras Partners LLC27,778$2.28M1.26%+2,17513F-HRTimeline
Choate Investment Advisors27,739$2.28M0.04%+3,50713F-HRTimeline
Argyle Capital Partners, LLC27,675$2.27M1.43%-3,83813F-HRTimeline
Patten Group, Inc.27,633$2.27M0.35%+1,41813F-HRTimeline
St. James Investment Company, LLC27,518$2.26M0.36%-1,51513F-HRTimeline
Arrow Investment Advisors, LLC27,311$2.24M2.17%+15,50013F-HRTimeline
Strategies Wealth Advisors, LLC27,306$2.24M0.2%-10,97613F-HRTimeline
Expressive Wealth LLC27,171$2.23M2.11%-13513F-HRTimeline
FAMILY WEALTH PARTNERS, LLC27,061$2.22M0.68%-7113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD27,015$2.22M<0.01%new13F-HRTimelineGroup
HEADINVEST, LLC26,990$2.22M0.41%+21413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC26,964$2.21M0.21%+28613F-HRTimeline
Whalen Wealth Management Inc.26,714$2.19M0.99%+22,87313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.26,647$2.19M0.02%-4,62413F-HRTimelineGroup
Realta Investment Advisors26,483$2.17M0.68%+1,77313F-HRTimeline
PACIFIC FINANCIAL GROUP INC26,458$2.17M1.04%+79713F-HRTimeline
Blue Edge Capital, LLC264,332$2.17M0.26%+241,53413F-HRTimeline
HB Wealth Management, LLC26,303$2.16M0.01%+1,22213F-HRTimeline
Strata Wealth Advisors, LLC26,302$2.16M0.53%+47613F-HRTimeline
INTEGRITY ALLIANCE, LLC.26,160$2.15M0.07%-3,04813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.25,916$2.13M0.13%+82113F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC25,876$2.12M0.72%+2,42113F-HRTimeline
NTV Asset Management LLC25,838$2.12M0.21%+1,61513F-HRTimeline
United Asset Strategies, Inc.25,642$2.11M0.15%-1,98413F-HRTimeline
VestGen Investment Management25,603$2.1M1.12%+14,42313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT25,555$2.1M0.03%-2,03913F-HR/ATimeline
GWN SECURITIES INC.25,542$2.1M0.35%+22013F-HRTimeline
AMERICAN CAPITAL MANAGEMENT INC25,524$2.1M0.09%-96613F-HRTimeline
Continuum Advisory, LLC25,521$2.1M0.17%+2,81313F-HRTimeline
Penobscot Investment Management Company…25,425$2.09M0.14%-30013F-HRTimeline
LFA - Lugano Financial Advisors SA25,214$2.07M1.25%+6813F-HRTimeline
Simplicity Wealth,LLC25,196$2.07M0.07%+10,43713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.25,160$2.07M0.18%-11013F-HR/ATimeline
Vise Technologies, Inc.25,140$2.06M0.02%+12,15713F-HRTimeline
Rehmann Capital Advisory Group25,123$2.06M0.09%+95413F-HRTimeline
Israel Discount Bank of New York25,067$2.06M3.81%+2,89313F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG25,000$2.05M0.03%013F-HRTimelineGroup
STEPHEN J. GARRY & ASSOCIATES, LLC24,793$2.04M1.49%+1,41713F-HRTimeline
PMG Wealth Management, Inc.24,828$2.03M1.26%-61913F-HRTimeline
Midwest Professional Planners, LTD.24,634$2.02M0.4%+92213F-HRTimeline
Whitcomb & Hess, Inc.24,189$1.99M0.43%+10513F-HRTimeline
Financial Harvest, LLC24,168$1.98M0.82%+1,08013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC24,156$1.98M1.07%+94813F-HRTimeline
Latko Wealth Management, Ltd.23,837$1.96M0.83%+1,11513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co23,809$1.95M0.02%+50013F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…23,725$1.95M0.14%+17,93113F-HRTimeline
Roundview Capital LLC23,723$1.95M0.11%-27613F-HRTimeline
Ted Buchan & Co23,480$1.93M0.63%-1,34913F-HRTimeline
Cooper Financial Group23,448$1.93M0.16%+3613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC23,404$1.92M0.38%-1,40513F-HRTimeline
GTS SECURITIES LLC23,399$1.92M0.04%+17,05513F-HRTimeline
Empirical Asset Management, LLC23,385$1.92M0.43%+2,00313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC23,306$1.91M0.28%-3,78113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.23,266$1.91M0.08%-46413F-HRTimelineGroup
Cresset Asset Management, LLC23,262$1.91M0.01%+5313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,219$1.91M0.04%+5,80813F-HRTimelineGroup
Councilor Wealth, LLC23,212$1.91M0.77%-1,39013F-HRTimeline
K.J. Harrison & Partners Inc23,200$1.9M0.27%013F-HRTimeline
Shepherd Financial Partners LLC23,065$1.89M0.16%-2,68613F-HRTimeline
Valmark Advisers, Inc.23,056$1.89M0.02%+1,06413F-HRTimeline
LANARK FINANCIAL, INC.22,756$1.87M0.13%-5,45113F-HRTimeline
Tower Wealth Partners, Inc.22,732$1.87M0.92%+78513F-HRTimeline
EFG International AGin group EFG International AG22,645$1.86M0.03%-3,29513F-HRTimelineGroup
Union Bancaire Privee, UBP SA22,558$1.85M0.02%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI22,490$1.85M0.08%+9,87513F-HRTimeline
Savvy Advisors, Inc.22,488$1.85M0.04%-4,50513F-HRTimeline
TFB Advisors LLC22,307$1.83M0.81%+10,58613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC22,223$1.82M0.1%+23713F-HRTimeline
Towercrest Capital Management21,993$1.81M0.25%+1,23913F-HRTimeline
SURIENCE PRIVATE WEALTH LLC21,671$1.78M1.56%+7,14913F-HRTimeline
TriaGen Wealth Management LLC21,592$1.77M0.44%-12913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC21,586$1.77M0.07%+3,76813F-HRTimeline
FIRST HORIZON CORP21,564$1.77M0.07%-2,72613F-HRTimeline
Entelevest, LLC21,557$1.77M1.55%+1,38013F-HRTimeline
Avior Wealth Management, LLC21,417$1.76M0.05%+9,56013F-HRTimeline
Severin Investments, LLC21,398$1.76M1.32%+1,54213F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.21,394$1.76M1.2%+1,27513F-HRTimeline
Redhawk Wealth Advisors, Inc.21,353$1.75M0.17%+12,73213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO21,274$1.75M0.01%+10,34013F-HRTimelineGroup
Milestones Private Investment Advisors …21,212$1.74M1.39%+1,48813F-HRTimeline
Legacy Wealth Asset Management, LLC21,095$1.73M0.38%+58013F-HRTimeline
CHOREO, LLC21,042$1.73M0.02%-93313F-HRTimeline
Bucket List Wealth Management, LLC21,020$1.73M0.85%+1,29213F-HRTimeline
Aegis Wealth Management LLC20,871$1.71M0.81%+10,40513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,868$1.71M0.03%-15,65513F-HRTimelineGroup
Sequoia Financial Advisors, LLC20,811$1.71M0.01%+2,59113F-HRTimeline
Geneos Wealth Management Inc.20,751$1.7M0.03%-10913F-HRTimeline
Enclave Advisors LLC20,735$1.7M0.22%+11,21813F-HRTimeline
Midwest Trust Co20,617$1.69M0.02%-4,03213F-HRTimeline
Tranquilli Financial Advisor LLC20,549$1.69M0.91%new13F-HRTimeline
William Howard & Co Financial Advisors …20,523$1.69M1.31%+3813F-HRTimeline
GeoWealth Management, LLC20,353$1.67M0.05%+10,41113F-HRTimeline
Regal Investment Advisors LLC20,259$1.66M0.09%-44013F-HRTimeline
Stonebridge Financial Group, LLC20,245$1.66M0.13%-1,24513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.20,067$1.65M<0.01%+37013F-HRTimelineGroup
ALLSTREET CAPITAL ADVISORS LLC19,874$1.63M1.06%-1,09813F-HRTimeline
MCDONALD PARTNERS LLC19,747$1.62M0.39%+90313F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC19,737$1.62M0.01%new13F-HRTimelineGroup
Tactive Advisors, LLC19,703$1.62M0.4%-5,64413F-HRTimeline
TD Waterhouse Canada Inc.19,766$1.62M<0.01%+14113F-HRTimeline
King Wealth Management Group19,569$1.61M0.18%-21913F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC19,528$1.6M0.15%-5,01513F-HRTimeline
4J Wealth Management LLC19,521$1.6M0.79%-2,58213F-HRTimeline
WAYSTONE ADVISORS LLC19,235$1.58M1.18%+8,92813F-HRTimeline
B. Riley Wealth Advisors, Inc.19,202$1.58M0.09%+1,57313F-HRTimeline
PFG Investments, LLC19,134$1.57M0.06%+35013F-HRTimeline
Pacific Point Advisors, LLC19,030$1.56M0.71%-1,51713F-HRTimeline
WLTH Capital Management, LLC18,588$1.53M0.98%+57513F-HRTimeline
NVWM, LLC18,572$1.52M0.31%-5,83013F-HRTimeline
NDWM LLC18,454$1.52M0.89%+3,34713F-HRTimeline
Wealth Enhancement Trust Services, Inc.18,404$1.51M0.17%+5,61813F-HR/ATimeline
Belpointe Asset Management LLC18,276$1.5M0.05%-2,60413F-HRTimeline
Maxele Advisors, LLC18,231$1.5M1.05%13F-HRTimeline
Formidable Asset Management, LLC18,076$1.49M0.24%+3,50613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC18,147$1.49M0.13%-55113F-HRTimeline
N10 WEALTH, LLC18,094$1.49M0.53%13F-HRTimeline
Freestate Advisors LLC18,001$1.48M1.1%+7513F-HRTimeline
Haverford Trust Co17,949$1.47M0.01%-2,00213F-HRTimeline
Auxano Advisors, LLC17,938$1.47M0.28%+66413F-HRTimeline
Hutchens & Kramer Investment Management…17,560$1.44M0.39%+70313F-HRTimeline
Pacific Park Financial, Inc.17,505$1.44M0.83%+2,64813F-HRTimeline
Chemistry Wealth Management LLC17,395$1.43M0.23%+71213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP17,219$1.41M<0.01%-10,81213F-HRTimelineGroup
Legacy Wealth Partners, LLC17,105$1.4M0.32%-4,59113F-HRTimeline
CAPITAL COUNSEL LLC/NY17,100$1.4M0.05%-3,35013F-HRTimeline
Objective Capital Management, LLC16,655$1.37M1.21%+1,09413F-HRTimeline
Arrowroot Family Office, LLC16,600$1.36M0.39%+4,21013F-HRTimeline
Independent Wealth Network Inc.16,400$1.35M0.34%+60313F-HRTimeline
Robinson Value Management, Ltd.16,379$1.34M0.72%-1,12213F-HRTimeline
Zhang Financial LLC16,379$1.34M0.04%+3,93913F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …16,207$1.33M0.03%013F-HRTimelineGroup
Element Wealth, LLC16,126$1.32M0.5%-29613F-HRTimeline
Stronghold Wealth Management L.L.C.16,053$1.32M1.76%+16413F-HRTimeline
TRUE Private Wealth Advisors16,031$1.32M0.11%-2,57113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP15,918$1.31M0.02%+2413F-HRTimeline
WealthShield Partners, LLC15,863$1.3M0.2%+43013F-HRTimeline
Brightwater Advisory LLC15,804$1.3M0.82%-15613F-HRTimeline
ROCKLAND TRUST CO15,791$1.3M0.05%-30813F-HRTimeline
Summa Corp.15,714$1.29M0.4%+1,72913F-HRTimeline
Coastal Bridge Advisors, LLC15,678$1.29M0.08%+7213F-HRTimeline
Mullooly Asset Management, Inc.15,609$1.28M0.39%+61413F-HRTimeline
LEIGH BALDWIN & CO., LLC15,448$1.27M0.68%+97613F-HRTimeline
Crews Bank & Trust15,412$1.27M0.17%-22213F-HRTimeline
LOWERY THOMAS, LLC15,377$1.26M0.62%+26613F-HRTimeline
GenTrust, LLC15,055$1.24M0.05%013F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC15,043$1.24M0.54%new13F-HRTimeline
Rather & Kittrell, Inc.15,000$1.23M0.17%-42713F-HRTimeline
SBI Securities Co., Ltd.14,989$1.23M0.03%-2,93413F-HRTimeline
Finer Wealth Management, Inc.14,809$1.22M0.54%-2,50413F-HRTimeline
ZEGA Investments, LLC14,784$1.21M0.2%new13F-HRTimeline
Foundry Financial Group, Inc.14,546$1.19M0.52%-66613F-HRTimeline
WEST PACES ADVISORS INC.14,486$1.19M0.2%+33513F-HRTimeline
Cadia Private Client LLC14,480$1.19M0.85%-54013F-HRTimeline
Platform Technology Partners14,386$1.18M0.19%-19613F-HRTimeline
TrustWell Financial Advisors, LLC14,303$1.17M1%+68813F-HRTimeline
Financial Management Professionals, Inc.14,230$1.17M0.11%+2513F-HRTimeline
WARNER FINANCIAL, INC14,113$1.16M0.34%+70113F-HRTimeline
L.K. Benson & Company, P.C.13,993$1.15M0.35%+3,67113F-HRTimeline
Oliver Luxxe Assets LLC13,962$1.15M0.17%+3,65213F-HRTimeline