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Disclosery

SHY ISHARES TR

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COM (fund)

1,160 managers (1,174 13F filers) reported a position in SHY shares at 2024-12-31, 226,197,065 shares in all. 87 filers opened a position and 83 filers sold out during the quarter.

Managers
1,160
13F filers
1,174
New
87
Added
423
Reduced
425
Sold out
83
Shares held by filers
226,197,065

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Rehmann Capital Advisory Group29,081$2.38M0.15%+2,63113F-HRTimeline
Sequoia Financial Advisors, LLC29,032$2.38M0.02%-5,78013F-HR/ATimeline
SeaBridge Investment Advisors LLC28,916$2.37M0.5%+26,45413F-HRTimeline
DAVIS-REA LTD.28,860$2.37M1.2%+4,31513F-HRTimeline
Penobscot Investment Management Company…28,712$2.35M0.21%-1,20013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…28,549$2.34M0.46%+44713F-HRTimelineGroup
Blue Fin Capital, Inc.28,540$2.34M0.43%-45913F-HRTimeline
LifeGuide Financial Advisors, LLC28,499$2.34M1%+3,67913F-HRTimeline
Vantage Financial Partners, LLC28,438$2.33M0.58%+10,55713F-HRTimeline
NWAM LLC28,152$2.31M0.14%+4,11413F-HRTimeline
PMG Wealth Management, Inc.28,132$2.31M2.1%13F-HRTimeline
D.A. DAVIDSON & CO.27,795$2.28M0.02%+17,95813F-HRTimeline
EFG Private Wealth Management (Americas…27,716$2.27M0.44%+48913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.27,712$2.27M0.01%-1,61413F-HRTimelineGroup
Family Firm, Inc.27,432$2.25M0.5%+86313F-HRTimeline
Bison Wealth, LLC26,939$2.21M0.49%-6,04513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …26,880$2.2M0.06%-2,01913F-HRTimelineGroup
Compound Planning, Inc.26,680$2.19M0.11%-1,93613F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…26,277$2.15M0.77%+50313F-HRTimeline
MMBG INVESTMENT ADVISORS CO.26,254$2.15M0.23%+4,37013F-HRTimeline
Community Bank, N.A.26,193$2.15M0.28%+2,83813F-HRTimeline
Aries Wealth Management26,095$2.14M0.59%+2,59213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK26,094$2.14M0.01%+6013F-HRTimelineGroup
RFG Advisory, LLC26,069$2.14M0.06%+11213F-HRTimeline
Counterweight Ventures, LLC25,970$2.13M1.51%+38213F-HRTimeline
TFB Advisors LLC25,961$2.13M0.61%+11,75713F-HRTimeline
Modera Wealth Management, LLC25,958$2.13M0.03%+7,54613F-HRTimeline
Cresset Asset Management, LLC25,899$2.12M0.01%+31713F-HRTimeline
McAdam, LLC25,836$2.12M0.12%-12,55413F-HRTimeline
PACIFIC FINANCIAL GROUP INC25,762$2.11M1.57%+23113F-HRTimeline
Freestate Advisors LLC25,723$2.11M2.18%+2,87413F-HRTimeline
Park Edge Advisors, LLC25,715$2.11M0.61%-52313F-HRTimeline
Christensen, King & Associates Investme…25,565$2.09M0.98%+3,82013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC25,394$2.08M0.37%+10413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,229$2.07M0.05%+1,17613F-HRTimelineGroup
LFA - Lugano Financial Advisors SA25,159$2.06M1.35%-3,66213F-HRTimeline
Sierra Legacy Group25,055$2.05M1.89%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding25,028$2.05M+19,225Timeline
Avior Wealth Management, LLC25,009$2.05M0.08%-54113F-HRTimeline
KELLY FINANCIAL GROUP LLC24,923$2.04M0.73%13F-HRTimeline
4J Wealth Management LLC24,744$2.03M1.64%-64413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC24,647$2.02M0.16%+24,64613F-HRTimeline
Conservest Capital Advisors, Inc.24,413$2M0.21%new13F-HRTimeline
Platform Technology Partners24,320$1.99M0.6%-6,77113F-HRTimeline
Stonebridge Financial Group, LLC24,295$1.99M0.22%13F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC24,242$1.99M1.84%-52,20513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC24,212$1.98M0.16%-2,12913F-HRTimeline
WEDBUSH SECURITIES INC24,078$1.97M0.07%-39613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding23,987$1.97M+5,000Timeline
Miller Financial Services LLC23,903$1.96M1.65%13F-HRTimeline
CHOREO, LLC23,895$1.96M0.03%+89413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.23,702$1.94M0.16%+30913F-HRTimeline
PFG Investments, LLC23,474$1.92M0.12%+4,85013F-HRTimeline
Patten Group, Inc.23,317$1.91M0.42%+5,27713F-HRTimeline
Mascoma Wealth Management LLC23,272$1.91M0.48%013F-HRTimeline
CIBC WORLD MARKET INC.23,240$1.91M<0.01%-13213F-HRTimeline
ROTHSCHILD INVESTMENT LLC23,205$1.9M0.12%+7,49713F-HRTimeline
Perennial Advisors, LLC23,201$1.9M0.41%13F-HRTimeline
K.J. Harrison & Partners Inc23,200$1.9M0.3%013F-HRTimeline
Motiv8 Investments LLC23,156$1.9M1.33%-2,49013F-HRTimeline
GLOBALT Investments LLC / GA23,105$1.89M0.07%-2,20013F-HRTimeline
FIRST COMMUNITY TRUST NA22,804$1.87M1.34%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.22,734$1.86M0.12%-50,37813F-HRTimelineGroup
VestGen Investment Management22,561$1.85M0.5%new13F-HRTimeline
Union Bancaire Privee, UBP SA22,558$1.85M0.03%13F-HR/ATimeline
Atria Investments, Inc22,507$1.85M0.02%-11,14813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.22,387$1.84M0.2%+1,62213F-HRTimeline
Alamar Capital Management, LLC22,272$1.83M1%+78713F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.22,183$1.82M1.65%-30013F-HRTimeline
Whitcomb & Hess, Inc.22,167$1.82M0.56%-47413F-HRTimeline
Crestwood Advisors Group, LLC22,095$1.81M0.03%-53013F-HRTimeline
TRUE Private Wealth Advisors22,020$1.81M0.22%-22,70313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…21,910$1.8M0.1%-8,24013F-HRTimeline
Dorsey & Whitney Trust CO LLC21,522$1.76M0.1%+1,61913F-HRTimeline
Empowered Funds, LLC21,366$1.75M0.03%-11,91113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,349$1.75M0.04%-6,59913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,207$1.74M0.05%-6,54013F-HRTimelineGroup
Independent Family Office, LLC21,174$1.74M0.9%-16,37513F-HRTimeline
Greenspring Advisors, LLC21,159$1.73M0.38%+5,55013F-HRTimeline
B. Riley Wealth Advisors, Inc.21,080$1.73M0.06%-5,00413F-HRTimeline
Continuum Advisory, LLC20,911$1.71M0.22%+1,00813F-HRTimeline
CoreCap Advisors, LLC20,681$1.7M0.08%-2,64813F-HRTimeline
NATIXISin group Natixis Investment Managers20,546$1.68M0.01%new13F-HRTimelineGroup
WESCAP Management Group, Inc.20,481$1.68M0.41%+74113F-HRTimeline
King Wealth Management Group20,455$1.68M0.24%-9313F-HRTimeline
Auxano Advisors, LLC20,404$1.67M0.42%-19,29613F-HRTimeline
William Howard & Co Financial Advisors …20,302$1.66M1.51%+5413F-HRTimeline
Towercrest Capital Management20,212$1.66M0.27%+73313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC20,170$1.65M0.21%-1,18013F-HRTimeline
Welch Group, LLC19,927$1.63M0.07%+2,24113F-HRTimeline
NVWM, LLC19,737$1.62M0.41%+27013F-HRTimeline
Acorn Wealth Advisors, LLC19,448$1.59M0.66%-1,33113F-HRTimeline
SpringVest Wealth Management LLC19,424$1.59M1.36%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,418$1.59M0.06%-4,66313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.19,416$1.59M0.06%-9,77913F-HRTimeline
FINANCIAL COUNSELORS INC19,269$1.58M0.02%+86313F-HRTimeline
Lee Financial Co19,179$1.57M0.22%-3,07513F-HRTimeline
Rooted Wealth Advisors, Inc.19,109$1.57M0.61%+1,63813F-HRTimeline
Realta Investment Advisors19,069$1.56M0.64%+1,88013F-HRTimeline
CW Advisors, LLC19,052$1.56M0.02%-74313F-HRTimeline
Maxele Advisors, LLC19,024$1.56M1.49%13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …18,902$1.55M0.04%-1,42313F-HRTimelineGroup
NTV Asset Management LLC18,873$1.55M0.2%-1,51513F-HRTimeline
GenTrust, LLC18,854$1.55M0.07%-94713F-HRTimeline
Veracity Capital LLC18,835$1.54M0.56%-8,78413F-HRTimeline
Roundview Capital LLC18,788$1.54M0.11%-44913F-HRTimeline
Barry Investment Advisors, LLC18,494$1.52M0.49%+1,50313F-HRTimeline
Legacy Wealth Asset Management, LLC18,435$1.51M0.41%-44013F-HRTimeline
Tower Wealth Partners, Inc.18,409$1.51M0.79%new13F-HRTimeline
Integras Partners LLC18,346$1.5M1.28%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC18,285$1.5M0.14%-1,16813F-HR/ATimeline
Plan Group Financial, LLC18,257$1.5M0.79%+1,17213F-HRTimeline
Midwest Professional Planners, LTD.18,098$1.48M0.44%-67113F-HRTimeline
Robinson Value Management, Ltd.18,049$1.48M0.98%+26213F-HRTimeline
Prime Capital Investment Advisors, LLC17,943$1.47M0.02%-1,43913F-HRTimeline
Csenge Advisory Group17,821$1.46M0.08%+7,12713F-HRTimeline
NDWM LLC17,533$1.44M1.2%-3,56313F-HRTimeline
TriaGen Wealth Management LLC17,476$1.43M0.48%+55113F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC17,470$1.43M0.59%+13,28013F-HRTimeline
Howard Capital Management, LLC17,193$1.41M0.02%+3,04613F-HRTimeline
BLALOCK WILLIAMS, LLC17,183$1.41M1.64%13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO17,173$1.41M0.33%-2013F-HRTimeline
WealthShield Partners, LLC17,170$1.41M0.2%-4,66113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP17,077$1.4M0.01%+9,72313F-HRTimelineGroup
Balentine LLC16,981$1.39M0.06%+4,02313F-HRTimeline
PKS Advisory Services, LLC16,856$1.38M0.35%13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC16,825$1.38M<0.01%-87,71013F-HRTimelineGroup
FARMERS TRUST CO16,804$1.38M0.26%+9,60413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding16,754$1.37M+4,439Timeline
Intrua Financial, LLC16,660$1.37M0.22%-67,04213F-HRTimeline
Chemistry Wealth Management LLC16,591$1.36M0.32%-85213F-HRTimeline
Objective Capital Management, LLC16,556$1.36M0.91%+89013F-HRTimeline
Crews Bank & Trust16,516$1.35M0.23%13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC16,514$1.35M0.75%new13F-HRTimeline
Arrowroot Family Office, LLC16,468$1.35M0.7%+62913F-HRTimeline
Cooper Financial Group16,434$1.35M0.16%+2,27613F-HRTimeline
Brightwater Advisory LLC16,353$1.34M1.05%-9413F-HRTimeline
Hutchens & Kramer Investment Management…16,274$1.33M0.72%-1,96213F-HRTimeline
Empirical Financial Services, LLC d.b.a…16,234$1.33M0.04%-55813F-HRTimeline
Krilogy Financial LLC16,000$1.31M0.09%+4,96013F-HRTimeline
Ironwood Investment Counsel, LLC15,823$1.3M0.22%-2,75013F-HRTimeline
Element Wealth, LLC15,750$1.29M0.68%-48013F-HRTimeline
Financial Management Professionals, Inc.15,600$1.28M0.16%+2,26013F-HRTimeline
Advanced Asset Management Advisors Inc15,571$1.28M0.33%+5,88713F-HRTimeline
Belpointe Asset Management LLC15,285$1.27M0.08%-58613F-HRTimeline
Castleview Partners, LLC15,401$1.26M0.68%-2,27213F-HR/ATimeline
Financial Harvest, LLC15,350$1.26M1.06%13F-HRTimeline
VICUS CAPITAL15,345$1.26M0.11%+28513F-HRTimeline
J. W. Coons Advisors, LLC15,334$1.26M0.32%-1,51713F-HRTimeline
Sowell Financial Services LLC15,310$1.26M0.07%+74213F-HRTimeline
Strategic Financial Concepts, LLC15,196$1.25M0.24%new13F-HR/ATimeline
Rather & Kittrell, Inc.15,191$1.25M0.29%+1213F-HRTimeline
TrinityPoint Wealth, LLC15,118$1.24M0.17%+17313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS15,110$1.24M0.05%+3,84413F-HRTimelineGroup
Argyle Capital Partners, LLC14,987$1.23M1.05%13F-HRTimeline
Independent Wealth Network Inc.14,934$1.22M0.5%-6,59213F-HRTimeline
Noble Wealth Management PBC14,778$1.21M0.84%13F-HRTimeline
International Private Wealth Advisors L…14,756$1.21M1.2%new13F-HRTimeline
JGP Wealth Management, LLC14,636$1.2M0.16%+4,73013F-HRTimeline
GEN Financial Management, INC.14,569$1.19M0.78%13F-HRTimeline
Aspire Growth Partners LLC14,512$1.19M1.16%13F-HRTimeline
St. James Investment Company, LLC14,380$1.18M0.2%-1513F-HRTimeline
DOVER ADVISORS, LLC14,287$1.17M0.67%new13F-HRTimeline
Probity Advisors, Inc.14,140$1.16M0.22%-2,42713F-HRTimeline
NorthRock Partners, LLC14,007$1.15M0.04%-63113F-HR/ATimeline
Smartleaf Asset Management LLC13,791$1.13M0.12%-8,04013F-HRTimeline
MSH Capital Advisors LLC13,601$1.12M0.35%-9013F-HRTimeline
Kathleen S. Wright Associates Inc.13,576$1.11M0.46%+1,08513F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC13,554$1.11M0.85%+2,59313F-HRTimeline
Waterloo Capital, L.P.13,419$1.1M0.12%new13F-HRTimeline
Procyon Advisors, LLC13,406$1.1M0.07%-1,50113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC13,397$1.1M0.11%-6,00013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,386$1.1M0.04%+3,00013F-HRTimelineGroup
Whitegate Investment Counselors, Inc.13,155$1.08M0.37%-1,00313F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC13,135$1.08M0.26%-4,40313F-HRTimeline
WEST PACES ADVISORS INC.13,068$1.07M0.26%-2,72013F-HRTimeline
STRATEGY ASSET MANAGERS LLC12,902$1.06M0.21%+85313F-HRTimeline
Arkadios Wealth Advisors12,792$1.05M0.06%+2,63913F-HRTimeline
Capital Investment Advisors, LLC12,761$1.05M0.02%-27913F-HRTimeline
Farmers National Bank12,751$1.05M0.3%13F-HRTimeline
Zhang Financial LLC12,701$1.04M0.06%+1,85913F-HRTimeline
ROCKLAND TRUST CO12,688$1.04M0.05%+1,20813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,412$1.02M0.09%new13F-HRTimeline
Ironwood Wealth Management, LLC.12,361$1.01M0.31%+1,59813F-HRTimeline
NORDEN GROUP LLC12,321$1.01M0.11%+9,25313F-HRTimeline
Compass Planning Associates Inc12,298$1.01M1.02%13F-HRTimeline
SignalPoint Asset Management, LLC12,222$1M0.24%+2,37913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.12,102$992K0.01%+2,20913F-HRTimelineGroup
IFP Advisors, Inc12,091$991K0.03%+1,08313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC12,091$991K0.29%13F-HRTimeline
WJ Wealth Management, LLC12,028$986K0.34%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC11,908$976K0.05%013F-HRTimelineGroup
Americana Partners, LLC11,861$972K0.04%+42613F-HRTimeline
BEACON FINANCIAL GROUP11,837$970K0.1%+3,09513F-HRTimeline
Wealth Advisory Solutions, LLC11,809$968K0.27%-2,72213F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV11,790$967K0.06%13F-HR/ATimeline
Carnegie Investment Counsel11,786$966K0.03%-60013F-HRTimeline
IFG Advisory, LLC11,768$965K0.05%+1,14413F-HRTimeline
Wealthspire Advisors, LLC11,718$961K0.01%+2,04913F-HRTimeline
Weaver Consulting Group11,681$958K0.29%-28113F-HRTimeline