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Disclosery

SHY ISHARES TR

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COM (fund)

1,169 managers (1,186 13F filers) reported a position in SHY shares at 2025-06-30, 227,200,682 shares in all. 97 filers opened a position and 84 filers sold out during the quarter.

Managers
1,169
13F filers
1,186
New
97
Added
470
Reduced
447
Sold out
84
Shares held by filers
227,200,682

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ROTHSCHILD INVESTMENT LLC30,446$2.52M0.16%+5,93113F-HRTimeline
OAK ASSOCIATES LTD /OH/30,438$2.52M0.16%+3,03713F-HRTimeline
Laurel Wealth Advisors LLC30,412$2.52M0.38%-31713F-HR/ATimeline
Trek Financial, LLC30,179$2.5M0.17%-27,72413F-HRTimeline
Irenic Capital Management LP30,000$2.49M0.55%013F-HRTimeline
Family Firm, Inc.31,169$2.48M0.6%+1,81813F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC29,872$2.48M2.14%+3,41513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA29,719$2.46M0.11%-2,42813F-HRTimeline
Hudock, Inc.29,615$2.45M0.39%-2,13813F-HRTimeline
Archford Capital Strategies, LLC29,593$2.45M0.31%-1,33913F-HRTimeline
Blue Fin Capital, Inc.29,535$2.45M0.42%+95713F-HRTimeline
RMR Wealth Builders29,501$2.44M0.22%+213F-HRTimeline
IHT Wealth Management, LLC29,391$2.44M0.07%-72413F-HRTimeline
MMBG INVESTMENT ADVISORS CO.29,354$2.43M0.24%+2,10013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.28,929$2.4M0.12%-72113F-HRTimelineGroup
Christensen, King & Associates Investme…28,786$2.39M1.09%+70513F-HRTimeline
Boreal Capital Management LLC28,766$2.38M1.97%13F-HRTimeline
NORDEN GROUP LLC28,746$2.38M0.26%+19,77813F-HRTimeline
Noble Family Wealth, LLC28,737$2.38M0.58%-76213F-HRTimeline
EPG Wealth Management LLC28,702$2.38M0.71%-40713F-HRTimeline
Charter Oak Capital Management, LLC28,685$2.38M0.2%-1,72713F-HRTimeline
Patten Group, Inc.28,584$2.37M0.5%+5,40713F-HRTimeline
Community Bank, N.A.28,349$2.35M0.31%+1,51613F-HRTimeline
Traub Capital Management LLC28,179$2.33M2.16%13F-HRTimeline
Gladstone Institutional Advisory LLC27,993$2.32M0.1%-4,90513F-HRTimeline
United Asset Strategies, Inc.27,826$2.31M0.2%+8,31813F-HRTimeline
PMG Wealth Management, Inc.27,717$2.29M1.89%-76513F-HRTimeline
Haverford Trust Co27,221$2.26M0.02%-318,67913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding26,992$2.23M-4,488Timeline
BIRCH FINANCIAL GROUP, LLC26,864$2.23M1.78%+7,87213F-HRTimeline
Smartleaf Asset Management LLC26,553$2.2M0.19%+10,84313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC26,526$2.2M0.4%+2,39213F-HRTimeline
SpringVest Wealth Management LLC26,452$2.19M1.77%+6,27813F-HRTimeline
LifeGuide Financial Advisors, LLC26,051$2.16M0.8%-1,73813F-HRTimeline
Penobscot Investment Management Company…25,950$2.15M0.18%-2,01213F-HRTimeline
SFG Wealth Management, LLC.25,880$2.14M1.3%new13F-HRTimeline
Sequoia Financial Advisors, LLC25,863$2.14M0.01%-62213F-HRTimeline
PKS Advisory Services, LLC25,826$2.14M0.54%-44713F-HRTimeline
Composition Wealth, LLC25,757$2.13M0.04%+22,12613F-HRTimeline
Counterweight Ventures, LLC25,615$2.12M1.39%-64713F-HRTimeline
J.W. COLE ADVISORS, INC.25,551$2.12M0.05%+2,36213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.25,526$2.12M0.22%-4513F-HRTimeline
Bouvel Investment Partners, LLC25,481$2.11M0.71%new13F-HRTimeline
Rehmann Capital Advisory Group25,436$2.11M0.13%+2,05413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…25,409$2.11M0.08%-6,21613F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC25,292$2.1M0.08%-16,49513F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG25,000$2.07M0.04%-4,58713F-HRTimelineGroup
WEDBUSH SECURITIES INC24,777$2.05M0.07%+69013F-HRTimeline
4J Wealth Management LLC24,316$2.01M1.36%-39913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.24,077$1.99M0.16%+22613F-HRTimeline
CW Advisors, LLC23,842$1.98M0.02%+2,69413F-HRTimeline
Mascoma Wealth Management LLC23,772$1.97M0.46%+50013F-HRTimeline
Avior Wealth Management, LLC23,757$1.97M0.07%-57113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC23,670$1.96M0.17%-80713F-HRTimeline
Heck Capital Advisors, LLC23,598$1.96M0.17%+2,73613F-HRTimeline
NVWM, LLC23,535$1.95M0.47%+2,85713F-HRTimeline
Sierra Legacy Group23,380$1.94M1.5%013F-HRTimeline
Private Advisory Group LLC23,306$1.93M0.18%-27,03913F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.23,292$1.93M1.67%+1,88113F-HRTimeline
Howard Capital Management, LLC23,275$1.93M0.03%+5,29013F-HRTimeline
LFA - Lugano Financial Advisors SA23,366$1.92M1.14%-1,40513F-HRTimeline
K.J. Harrison & Partners Inc23,200$1.92M0.32%013F-HRTimeline
Brookwood Investment Group LLC23,104$1.91M0.31%+8,30613F-HRTimeline
Csenge Advisory Group23,020$1.9M0.1%+82713F-HRTimeline
Continuum Advisory, LLC22,940$1.9M0.23%+1,99913F-HRTimeline
Motiv8 Investments LLC22,913$1.9M1.16%-5,59813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…22,877$1.9M0.68%+42013F-HRTimeline
SeaBridge Investment Advisors LLC22,844$1.89M0.35%-4,24513F-HRTimeline
FIRST COMMUNITY TRUST NA22,800$1.89M1.53%013F-HRTimeline
Whitcomb & Hess, Inc.22,775$1.89M0.53%+38213F-HRTimeline
Cresset Asset Management, LLC22,714$1.88M0.01%-2,75813F-HR/ATimeline
GWN SECURITIES INC.22,672$1.88M0.35%-10,46813F-HRTimeline
Union Bancaire Privee, UBP SA22,558$1.87M0.03%013F-HRTimeline
Roundview Capital LLC22,540$1.87M0.12%+4,10113F-HRTimeline
RATIONAL ADVISORS, INC.22,284$1.85M0.18%-42,29113F-HRTimeline
Plan Group Financial, LLC22,181$1.84M0.6%+1,67213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC22,165$1.84M0.16%+2,13413F-HR/ATimeline
TRUE Private Wealth Advisors22,118$1.83M0.21%+17013F-HRTimeline
Integras Partners LLC22,117$1.83M1.85%-43713F-HRTimeline
EFG Private Wealth Management (Americas…22,074$1.83M0.34%-3,68413F-HRTimeline
Dorsey Wright & Associates22,077$1.83M0.43%+16,37213F-HRTimeline
Dorsey & Whitney Trust CO LLC21,642$1.79M0.09%-4413F-HRTimeline
CHOREO, LLC21,546$1.79M0.02%+9,53613F-HRTimeline
Platform Technology Partners21,442$1.78M0.46%-1,22013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…21,371$1.77M0.14%+15713F-HRTimelineGroup
Midwest Professional Planners, LTD.21,284$1.76M0.46%+29513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …21,167$1.75M0.11%-33113F-HR/ATimeline
Journey Advisory Group, LLC21,053$1.74M0.14%+6,00013F-HRTimeline
DOHJ, LLC21,010$1.74M0.5%-22,33813F-HRTimeline
B. Riley Wealth Advisors, Inc.20,923$1.73M0.08%-7,04713F-HRTimeline
Palumbo Wealth Management LLC20,851$1.73M0.54%-7,22713F-HRTimeline
SSA SWISS ADVISORS AG20,832$1.72M0.83%+86113F-HRTimeline
PACIFIC FINANCIAL GROUP INC20,586$1.71M1.33%-2,71213F-HRTimeline
TriaGen Wealth Management LLC20,546$1.7M0.52%+1,25113F-HRTimeline
Rooted Wealth Advisors, Inc.20,645$1.7M0.59%+1,86313F-HRTimeline
Milestones Private Investment Advisors …20,369$1.69M1.25%13F-HRTimeline
William Howard & Co Financial Advisors …20,369$1.69M1.47%+4013F-HRTimeline
PFG Investments, LLC20,121$1.67M0.1%-1,79613F-HRTimeline
Modera Wealth Management, LLC20,058$1.66M0.02%-92213F-HRTimeline
Freestate Advisors LLC19,923$1.65M1.47%-1,05613F-HRTimeline
Acorn Wealth Advisors, LLC19,916$1.65M0.61%+6013F-HRTimeline
Robertson Stephens Wealth Management, L…19,772$1.64M0.06%+2,95813F-HRTimeline
WESBANCO BANK INC19,767$1.64M0.05%+62113F-HRTimeline
International Private Wealth Advisors L…19,662$1.63M1.4%+4,07013F-HRTimeline
Midwest Trust Co19,642$1.63M0.02%13F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC19,645$1.63M0.16%-3,20013F-HRTimelineGroup
Barry Investment Advisors, LLC19,562$1.62M0.4%+7,26913F-HRTimeline
NDWM LLC19,505$1.62M1.18%+1413F-HRTimeline
NTV Asset Management LLC19,470$1.61M0.19%+1,49513F-HRTimeline
Portside Wealth Group, LLC19,423$1.61M0.24%+14,41813F-HRTimeline
WOLVERINE TRADING, LLC19,176$1.59M0.04%-4,25913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC19,070$1.58M0.18%-79213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.19,023$1.58M0.02%+5,39813F-HRTimelineGroup
King Wealth Management Group18,981$1.57M0.21%-69813F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …18,885$1.56M0.04%-1713F-HRTimelineGroup
SageView Advisory Group, LLC18,952$1.56M0.06%+7,37813F-HRTimeline
Realta Investment Advisors18,862$1.56M0.62%+2,22213F-HRTimeline
Strategies Wealth Advisors, LLC18,734$1.55M0.17%-63213F-HRTimeline
Tower Wealth Partners, Inc.18,694$1.55M0.92%-8413F-HRTimeline
VICUS CAPITAL18,492$1.53M0.13%+57213F-HRTimeline
GLOBALT Investments LLC / GA18,305$1.52M0.06%-2,62513F-HRTimeline
Financial Harvest, LLC18,087$1.5M1.12%new13F-HRTimeline
Argyle Capital Partners, LLC18,013$1.49M1.23%+18013F-HRTimeline
Latko Wealth Management, Ltd.18,002$1.49M0.84%+5,05913F-HRTimeline
Maxele Advisors, LLC17,949$1.49M1.3%-1,00813F-HRTimeline
Intrua Financial, LLC17,829$1.48M0.21%+10,23513F-HRTimeline
Legacy Wealth Asset Management, LLC17,782$1.47M0.37%+2113F-HRTimeline
WealthShield Partners, LLC17,752$1.47M0.18%+18213F-HRTimeline
Robinson Value Management, Ltd.17,727$1.47M0.92%-45013F-HRTimeline
Financial Advocates Investment Manageme…17,621$1.46M0.12%-11,37113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC17,428$1.44M0.27%+13,22913F-HRTimeline
Belpointe Asset Management LLC17,284$1.43M0.06%+2,53413F-HRTimeline
City Center Advisors, LLC17,174$1.42M1.53%new13F-HRTimeline
Veracity Capital LLC16,929$1.4M0.49%+56413F-HRTimeline
TWO SIGMA SECURITIES, LLC16,880$1.4M0.17%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC16,689$1.38M<0.01%-22,87413F-HRTimelineGroup
Chemistry Wealth Management LLC16,578$1.37M0.29%-1313F-HRTimeline
Procyon Advisors, LLC16,546$1.37M0.13%+3,63913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding16,349$1.35M-9,380Timeline
MATTERN CAPITAL MANAGEMENT, LLC16,345$1.35M0.16%+5,20913F-HRTimeline
Objective Capital Management, LLC16,259$1.35M1.51%-57013F-HRTimeline
Independent Family Office, LLC16,227$1.34M0.62%-1,67213F-HRTimeline
Meridian Wealth Management, LLC16,152$1.34M0.06%+1,96113F-HRTimeline
Lee Financial Co16,122$1.34M0.19%-78613F-HRTimeline
STRATEGY ASSET MANAGERS LLC16,114$1.34M0.25%+5,42113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\16,101$1.33M<0.01%-2,90313F-HRTimelineGroup
Cooper Financial Group16,080$1.33M0.16%-60813F-HRTimeline
Brightwater Advisory LLC15,953$1.32M0.95%-83613F-HR/ATimeline
Crews Bank & Trust15,914$1.32M0.21%-3513F-HRTimeline
HB Wealth Management, LLC15,715$1.3M0.01%-2,70513F-HRTimeline
Towercrest Capital Management15,711$1.3M0.23%+20713F-HRTimeline
Advanced Asset Management Advisors Inc15,589$1.29M0.35%-66713F-HRTimeline
GenTrust, LLC15,583$1.29M0.06%-3,27013F-HRTimeline
Hutchens & Kramer Investment Management…15,524$1.28M0.59%-56213F-HRTimeline
J. W. Coons Advisors, LLC15,344$1.27M0.29%+613F-HRTimeline
CoreCap Advisors, LLC15,302$1.27M0.05%-2,68813F-HRTimeline
Financial Management Professionals, Inc.15,294$1.27M0.14%-59413F-HRTimeline
Rather & Kittrell, Inc.15,269$1.27M0.25%+7813F-HRTimeline
Element Wealth, LLC15,220$1.26M0.58%-51713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC15,212$1.26M<0.01%+7,73113F-HR/ATimelineGroup
Coastal Bridge Advisors, LLC15,203$1.26M0.1%+7713F-HRTimeline
Andrew Hill Investment Advisors, Inc.15,158$1.26M1.01%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP14,874$1.23M0.01%-2,05013F-HRTimelineGroup
Sowell Financial Services LLC14,864$1.23M0.05%+35513F-HRTimeline
Aegis Wealth Management LLC14,766$1.22M0.73%013F-HRTimeline
Kathleen S. Wright Associates Inc.14,728$1.22M0.48%+2,40013F-HRTimeline
Empirical Financial Services, LLC d.b.a…14,565$1.21M0.03%-1,09313F-HRTimeline
St. James Investment Company, LLC14,565$1.21M0.19%-513F-HRTimeline
Capital Investment Advisory Services, L…14,398$1.19M0.1%+6,47713F-HRTimeline
WEST PACES ADVISORS INC.14,308$1.19M0.25%+1,74513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV14,300$1.19M0.36%-116,95913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS14,016$1.16M0.04%-2,34613F-HRTimelineGroup
Simplicity Wealth,LLC13,980$1.16M0.05%-8,01913F-HRTimeline
Independent Wealth Network Inc.13,949$1.16M0.42%-36613F-HRTimeline
Wilmington Savings Fund Society, FSB13,893$1.15M0.02%+13,46313F-HRTimeline
Oliver Luxxe Assets LLC13,821$1.15M0.2%+34013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC13,802$1.14M0.49%-4,49413F-HRTimeline
FARMERS TRUST CO13,801$1.14M0.21%+59713F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd13,790$1.14M0.29%+1,23913F-HR/ATimelineGroup
Westwood Wealth Management13,500$1.12M0.38%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC13,492$1.12M0.56%-16313F-HRTimeline
Discipline Wealth Solutions, LLC13,453$1.11M0.43%+6,89413F-HRTimeline
Hobbs Group Advisors, LLC13,448$1.11M0.38%+3,53213F-HRTimeline
Axis Wealth Partners, LLC13,444$1.11M0.73%-44113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,443$1.11M0.02%-8,03113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,303$1.1M0.01%-78913F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC13,217$1.09M0.1%-18013F-HRTimeline
CAPITAL COUNSEL LLC/NY13,175$1.09M0.04%+3,00013F-HRTimeline
Aspire Growth Partners LLC13,157$1.09M0.89%-55913F-HRTimeline
MSH Capital Advisors LLC13,131$1.09M0.31%+16613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12,987$1.08M0.05%+1,84713F-HRTimelineGroup
Headlands Technologies LLC12,908$1.07M0.13%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,760$1.06M0.05%+1,09113F-HRTimeline
ASPIRIANT, LLC12,722$1.05M0.03%+5,24913F-HRTimeline
ROCKLAND TRUST CO12,678$1.05M0.05%-40313F-HRTimeline
Foundry Financial Group, Inc.12,676$1.05M0.6%+1,59313F-HRTimeline
Evanson Asset Management, LLC12,675$1.05M0.07%+3,12413F-HRTimeline
Capital Investment Advisors, LLC12,646$1.05M0.02%+15113F-HR/ATimeline
Tactive Advisors, LLC12,612$1.05M0.34%13F-HRTimeline
Pacific Point Advisors, LLC12,464$1.03M0.56%new13F-HRTimeline