Skip to content
Disclosery

SHY ISHARES TR

Follow

COM (fund)

1,157 managers (1,173 13F filers) reported a position in SHY shares at 2025-03-31, 218,913,888 shares in all. 87 filers opened a position and 79 filers sold out during the quarter.

Managers
1,157
13F filers
1,173
New
87
Added
442
Reduced
469
Sold out
79
Shares held by filers
218,913,888

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Irenic Capital Management LP30,000$2.48M0.38%+24,00013F-HRTimeline
NWAM LLC29,965$2.48M0.21%+1,81313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.29,650$2.45M0.13%-33113F-HR/ATimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG29,587$2.45M0.04%+49913F-HRTimelineGroup
Noble Family Wealth, LLC29,499$2.44M0.67%-2,30313F-HRTimeline
RMR Wealth Builders29,499$2.44M0.26%-48813F-HRTimeline
Family Firm, Inc.29,351$2.43M0.54%+1,91913F-HRTimeline
EPG Wealth Management LLC29,109$2.41M0.67%-21113F-HRTimeline
Financial Advocates Investment Manageme…28,992$2.4M0.17%-3,50013F-HRTimeline
Alliance Wealth Advisors, LLC /UT28,909$2.39M0.62%-14,43813F-HRTimeline
Blue Fin Capital, Inc.28,578$2.36M0.46%+3813F-HRTimeline
Motiv8 Investments LLC28,511$2.36M1.56%+5,35513F-HRTimeline
PMG Wealth Management, Inc.28,482$2.35M2.49%+35013F-HRTimeline
Bright Futures Wealth Management, LLC.28,321$2.34M2.57%-3,22013F-HRTimeline
Palumbo Wealth Management LLC28,078$2.32M0.78%+17,54213F-HRTimeline
Christensen, King & Associates Investme…28,081$2.32M1.1%+2,51613F-HRTimeline
B. Riley Wealth Advisors, Inc.27,970$2.31M0.07%+6,89013F-HRTimeline
Penobscot Investment Management Company…27,962$2.31M0.22%-75013F-HRTimeline
LifeGuide Financial Advisors, LLC27,789$2.3M0.94%-71013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…27,617$2.28M0.07%+3,63013F-HRTimelineGroup
RFG Advisory, LLC27,464$2.27M0.06%+1,39513F-HRTimeline
OAK ASSOCIATES LTD /OH/27,401$2.27M0.17%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.27,254$2.25M0.25%+1,00013F-HRTimeline
SeaBridge Investment Advisors LLC27,089$2.24M0.48%-1,82713F-HRTimeline
Community Bank, N.A.26,833$2.22M0.3%+64013F-HRTimeline
Sequoia Financial Advisors, LLC26,485$2.19M0.02%-2,54713F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC26,457$2.19M2.05%+2,21513F-HRTimeline
PKS Advisory Services, LLC26,273$2.17M0.59%+9,41713F-HRTimeline
Counterweight Ventures, LLC26,262$2.17M1.56%+29213F-HRTimeline
EFG Private Wealth Management (Americas…25,758$2.13M0.43%-1,95813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.25,571$2.12M0.23%+3,18413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding25,729$2.11M+701Timeline
Cresset Asset Management, LLC25,472$2.11M0.01%-42713F-HRTimeline
Bulltick Wealth Management, LLC25,388$2.1M0.56%-35,36613F-HRTimeline
Atria Investments, Inc25,258$2.09M0.03%+2,75113F-HRTimeline
Welch Group, LLC25,192$2.08M0.09%+5,26513F-HRTimeline
LFA - Lugano Financial Advisors SA24,771$2.05M1.39%-38813F-HRTimeline
4J Wealth Management LLC24,715$2.04M1.61%-2913F-HRTimeline
ROTHSCHILD INVESTMENT LLC24,515$2.03M0.14%+1,31013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC24,477$2.02M0.21%+20,27013F-HRTimeline
Avior Wealth Management, LLC24,328$2.01M0.08%-68113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC24,169$2M0.15%-4313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC24,134$2M0.38%-1,26013F-HRTimeline
WEDBUSH SECURITIES INC24,087$1.99M0.07%+913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.23,851$1.97M0.16%+14913F-HRTimeline
Global Assets Advisory, LLC23,548$1.94M0.37%new13F-HRTimeline
WOLVERINE TRADING, LLC23,435$1.94M0.06%new13F-HRTimeline
Rehmann Capital Advisory Group23,382$1.93M0.12%-5,69913F-HRTimeline
Sierra Legacy Group23,380$1.93M1.76%-1,67513F-HRTimeline
PACIFIC FINANCIAL GROUP INC23,298$1.93M1.56%-2,46413F-HRTimeline
Mascoma Wealth Management LLC23,272$1.93M0.48%013F-HRTimeline
K.J. Harrison & Partners Inc23,200$1.92M0.38%013F-HRTimeline
J.W. COLE ADVISORS, INC.23,189$1.92M0.06%+3,77313F-HRTimeline
Patten Group, Inc.23,177$1.92M0.44%-14013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC22,845$1.89M0.21%-7,47213F-HRTimelineGroup
FIRST COMMUNITY TRUST NA22,800$1.89M1.65%-413F-HRTimeline
Platform Technology Partners22,662$1.87M0.55%-1,65813F-HRTimeline
Integras Partners LLC22,554$1.87M1.68%+4,20813F-HRTimeline
Union Bancaire Privee, UBP SA22,558$1.86M0.04%013F-HRTimeline
SkyView Investment Advisors, LLC22,533$1.86M0.28%new13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…22,457$1.86M0.71%-3,82013F-HRTimeline
Whitcomb & Hess, Inc.22,393$1.85M0.56%+22613F-HRTimeline
Csenge Advisory Group22,193$1.84M0.1%+4,37213F-HRTimeline
Simplicity Wealth,LLC21,999$1.82M0.14%+13,23413F-HRTimeline
TRUE Private Wealth Advisors21,948$1.82M0.22%-7213F-HRTimeline
PFG Investments, LLC21,917$1.81M0.12%-1,55713F-HRTimeline
Dorsey & Whitney Trust CO LLC21,686$1.79M0.1%+16413F-HRTimeline
Greenspring Advisors, LLC21,634$1.79M0.42%+47513F-HRTimeline
Coppell Advisory Solutions LLC18,565$1.78M0.25%+7,61013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,474$1.78M0.04%+12513F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …21,498$1.77M0.14%new13F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.21,411$1.77M1.64%-77213F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…21,214$1.75M0.15%-208,46313F-HRTimelineGroup
CW Advisors, LLC21,148$1.75M0.02%+2,09613F-HRTimeline
Midwest Professional Planners, LTD.20,989$1.74M0.54%+2,89113F-HRTimeline
Modera Wealth Management, LLC20,980$1.74M0.02%-4,97813F-HRTimeline
Freestate Advisors LLC20,979$1.74M1.72%-4,74413F-HRTimeline
Continuum Advisory, LLC20,941$1.73M0.22%+3013F-HRTimeline
GLOBALT Investments LLC / GA20,930$1.73M0.07%-2,17513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,904$1.73M0.07%+7,51813F-HRTimelineGroup
Heck Capital Advisors, LLC20,862$1.73M0.19%+12,63113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,748$1.72M0.04%-45913F-HRTimelineGroup
NVWM, LLC20,678$1.71M0.45%+94113F-HRTimeline
Park Edge Advisors, LLC20,604$1.7M0.47%-5,11113F-HRTimeline
Plan Group Financial, LLC20,509$1.7M0.61%+2,25213F-HRTimeline
William Howard & Co Financial Advisors …20,329$1.68M1.58%+2713F-HRTimeline
Financial Engines Advisors L.L.C.20,235$1.67M<0.01%-45,47513F-HRTimeline
SpringVest Wealth Management LLC20,174$1.67M1.38%+75013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC20,031$1.66M0.17%+1,74613F-HR/ATimeline
TFB Advisors LLC20,007$1.66M0.48%-5,95413F-HRTimeline
SSA SWISS ADVISORS AG19,971$1.65M0.85%13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC19,862$1.64M0.21%-30813F-HRTimeline
Acorn Wealth Advisors, LLC19,856$1.64M0.68%+40813F-HRTimeline
King Wealth Management Group19,679$1.63M0.25%-77613F-HRTimeline
United Asset Strategies, Inc.19,508$1.61M0.15%+10,86113F-HRTimeline
NDWM LLC19,491$1.61M1.58%+1,95813F-HRTimeline
Strategies Wealth Advisors, LLC19,366$1.6M0.2%+15,25213F-HRTimeline
TriaGen Wealth Management LLC19,295$1.6M0.56%+1,81913F-HRTimeline
WESBANCO BANK INC19,146$1.58M0.05%-36,03013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\19,004$1.57M<0.01%+10,54713F-HRTimelineGroup
BIRCH FINANCIAL GROUP, LLC18,992$1.57M1.4%+12,93813F-HRTimeline
Maxele Advisors, LLC18,957$1.57M1.52%-6713F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …18,902$1.56M0.05%013F-HR/ATimelineGroup
GenTrust, LLC18,853$1.56M0.07%-113F-HRTimeline
Tower Wealth Partners, Inc.18,778$1.55M0.83%+36913F-HRTimeline
Rooted Wealth Advisors, Inc.18,782$1.55M0.67%-32713F-HRTimeline
ORG Partners LLC18,704$1.54M0.38%-18,99913F-HRTimeline
Roundview Capital LLC18,439$1.53M0.11%-34913F-HRTimeline
HB Wealth Management, LLC18,420$1.52M0.01%+14,29713F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC18,296$1.51M0.68%+82613F-HRTimeline
FINANCIAL COUNSELORS INC18,220$1.51M0.02%-1,04913F-HRTimeline
Robinson Value Management, Ltd.18,177$1.5M0.97%+12813F-HRTimeline
GTS SECURITIES LLC18,143$1.5M0.06%new13F-HRTimeline
CoreCap Advisors, LLC17,990$1.49M0.07%-2,69113F-HRTimeline
Howard Capital Management, LLC17,985$1.49M0.04%+79213F-HRTimeline
NTV Asset Management LLC17,975$1.49M0.2%-89813F-HRTimeline
VICUS CAPITAL17,920$1.48M0.14%+2,57513F-HRTimeline
Independent Family Office, LLC17,899$1.48M0.78%-3,27513F-HRTimeline
Argyle Capital Partners, LLC17,833$1.48M1.26%+2,84613F-HRTimeline
Legacy Wealth Asset Management, LLC17,761$1.47M0.41%-67413F-HRTimeline
WealthShield Partners, LLC17,570$1.45M0.19%+40013F-HRTimeline
KELLY FINANCIAL GROUP LLC17,204$1.42M0.44%-7,71913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP16,924$1.4M0.01%-15313F-HRTimelineGroup
Lee Financial Co16,908$1.4M0.21%-2,27113F-HRTimeline
Objective Capital Management, LLC16,829$1.39M1.78%+27313F-HRTimeline
Robertson Stephens Wealth Management, L…16,814$1.39M0.05%+11,75213F-HRTimeline
Brightwater Advisory LLC16,789$1.39M1.1%+43613F-HR/ATimeline
Auxano Advisors, LLC16,721$1.38M0.37%-3,68313F-HRTimeline
Cooper Financial Group16,688$1.38M0.18%+25413F-HRTimeline
Realta Investment Advisors16,640$1.38M0.63%-2,42913F-HRTimeline
Chemistry Wealth Management LLC16,591$1.37M0.32%013F-HRTimeline
Veracity Capital LLC16,365$1.35M0.53%-2,47013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS16,362$1.35M0.06%+1,25213F-HRTimelineGroup
BLALOCK WILLIAMS, LLC16,357$1.35M1.52%-82613F-HRTimeline
Advanced Asset Management Advisors Inc16,256$1.34M0.37%+68513F-HRTimeline
Balentine LLC16,187$1.34M0.06%-79413F-HRTimeline
Hutchens & Kramer Investment Management…16,086$1.33M0.73%-18813F-HRTimeline
Crews Bank & Trust15,949$1.32M0.23%-56713F-HRTimeline
Financial Management Professionals, Inc.15,888$1.31M0.17%+28813F-HRTimeline
Element Wealth, LLC15,737$1.3M0.7%-1313F-HRTimeline
Smartleaf Asset Management LLC15,710$1.3M0.13%+1,91913F-HRTimeline
Empirical Financial Services, LLC d.b.a…15,658$1.3M0.03%-57613F-HRTimeline
International Private Wealth Advisors L…15,592$1.29M1.24%+83613F-HRTimeline
JGP Wealth Management, LLC15,566$1.29M0.17%+93013F-HRTimeline
Strategic Financial Concepts, LLC15,561$1.29M0.24%+36513F-HRTimeline
Towercrest Capital Management15,504$1.28M0.24%-4,70813F-HRTimeline
J. W. Coons Advisors, LLC15,338$1.27M0.33%+413F-HRTimeline
Rather & Kittrell, Inc.15,191$1.26M0.27%013F-HRTimeline
Arrow Investment Advisors, LLC15,141$1.25M1.33%new13F-HRTimeline
Coastal Bridge Advisors, LLC15,126$1.25M0.11%new13F-HR/ATimeline
VestGen Investment Management15,064$1.25M0.94%-7,49713F-HRTimeline
Journey Advisory Group, LLC15,053$1.25M0.1%new13F-HRTimeline
Brookwood Investment Group LLC14,798$1.22M0.21%13F-HRTimeline
Aegis Wealth Management LLC14,766$1.22M0.72%+9,77213F-HRTimeline
Belpointe Asset Management LLC14,750$1.22M0.06%-53513F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC14,592$1.21M0.67%new13F-HRTimeline
IFG Advisory, LLC14,572$1.21M0.07%+2,80413F-HRTimeline
St. James Investment Company, LLC14,570$1.21M0.2%+19013F-HRTimeline
Sowell Financial Services LLC14,509$1.2M0.05%-80113F-HRTimeline
Ironwood Investment Counsel, LLC14,414$1.19M0.21%-1,40913F-HRTimeline
Independent Wealth Network Inc.14,315$1.18M0.47%-61913F-HRTimeline
Meridian Wealth Management, LLC14,191$1.17M0.06%-29,43813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,092$1.17M0.02%+3,54913F-HRTimelineGroup
Axis Wealth Partners, LLC13,885$1.15M0.85%+9,10613F-HRTimeline
Aspire Growth Partners LLC13,716$1.13M1.01%-79613F-HRTimeline
Noble Wealth Management PBC13,685$1.13M0.77%-1,09313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC13,655$1.13M0.65%-2,85913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.13,625$1.13M0.02%+1,52313F-HRTimelineGroup
BENEDICT FINANCIAL ADVISORS INC13,536$1.12M0.26%+40113F-HRTimeline
Oliver Luxxe Assets LLC13,481$1.12M0.21%+4,87913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC13,397$1.11M0.12%013F-HRTimeline
FARMERS TRUST CO13,204$1.09M0.21%-3,60013F-HRTimeline
ROCKLAND TRUST CO13,081$1.08M0.05%+39313F-HRTimeline
Prime Capital Investment Advisors, LLC12,986$1.07M0.01%-4,95713F-HRTimeline
MSH Capital Advisors LLC12,965$1.07M0.33%-63613F-HRTimeline
Latko Wealth Management, Ltd.12,943$1.07M0.69%+4,46213F-HRTimeline
Procyon Advisors, LLC12,907$1.07M0.06%-49913F-HRTimeline
IFP Advisors, Inc12,807$1.06M0.03%+71613F-HRTimeline
WEST PACES ADVISORS INC.12,563$1.04M0.24%-50513F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd12,551$1.04M0.29%+2,62013F-HR/ATimelineGroup
Conservest Capital Advisors, Inc.12,540$1.04M0.11%-11,87313F-HRTimeline
Capital Investment Advisors, LLC12,495$1.03M0.02%-26613F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding12,326$1.02M+8,084Timeline
Kathleen S. Wright Associates Inc.12,328$1.02M0.42%-1,24813F-HRTimeline
Barry Investment Advisors, LLC12,293$1.02M0.27%-6,20113F-HRTimeline
Baker Ellis Asset Management LLC12,151$1.01M0.15%+4,97513F-HRTimeline
PFG Advisors12,039$996K0.06%+2,98913F-HRTimeline
WJ Wealth Management, LLC12,028$995K0.35%013F-HRTimeline
Crestwood Advisors Group, LLC12,011$994K0.02%-10,08413F-HRTimeline
CHOREO, LLC12,010$994K0.02%-11,88513F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC11,908$985K0.05%013F-HRTimelineGroup
Farmers National Bank11,876$983K0.28%-87513F-HRTimeline
Guardian Partners Inc.11,807$976K0.1%+1,90213F-HRTimeline
Carnegie Investment Counsel11,786$975K0.02%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,675$966K<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC11,669$965K0.05%+35113F-HRTimeline
Mullooly Asset Management, Inc.11,630$962K0.44%13F-HR/ATimeline
SageView Advisory Group, LLC11,574$958K0.04%+60813F-HRTimeline
Clientfirst Wealth Management, LLC11,556$956K1.08%013F-HRTimeline
Allred Capital Management, LLC11,536$954K0.38%+1,56813F-HRTimeline