Skip to content
Disclosery

SHY ISHARES TR

Follow

COM (fund)

1,142 managers (1,157 13F filers) reported a position in SHY shares at 2025-09-30, 236,365,940 shares in all. 80 filers opened a position and 100 filers sold out during the quarter.

Managers
1,142
13F filers
1,157
New
80
Added
438
Reduced
448
Sold out
100
Shares held by filers
236,365,940

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
TRANSCEND CAPITAL ADVISORS, LLC28,784$2.39M0.17%+24,73613F-HRTimeline
Noble Family Wealth, LLC28,737$2.38M0.53%013F-HRTimeline
Patten Group, Inc.28,517$2.37M0.46%-6713F-HRTimeline
RMR Wealth Builders28,442$2.36M0.2%-1,05913F-HRTimeline
Bright Futures Wealth Management, LLC.28,375$2.35M1.84%13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…28,344$2.35M0.73%+5,46713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding28,206$2.34M+11,857Timeline
Traub Capital Management LLC28,179$2.34M2.31%013F-HRTimeline
Sequent Planning LLC28,095$2.33M0.66%-40,74613F-HRTimeline
United Asset Strategies, Inc.28,049$2.33M0.19%+22313F-HRTimeline
Motiv8 Investments LLC28,008$2.32M1.24%+5,09513F-HRTimeline
SFG Wealth Management, LLC.27,943$2.32M1%+2,06313F-HRTimeline
Charter Oak Capital Management, LLC27,899$2.31M0.18%-78613F-HRTimeline
Counterweight Ventures, LLC27,742$2.3M1.35%+2,12713F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC27,712$2.3M1.84%-2,16013F-HRTimeline
PMG Wealth Management, Inc.27,522$2.28M1.74%-19513F-HRTimeline
Timelo Investment Management Inc.in group Timelo Investment Management …27,100$2.25M3.73%-25,00013F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC26,929$2.23M0.26%+10,58413F-HRTimeline
DAVIS-REA LTD.26,830$2.23M0.54%-6,20013F-HRTimeline
Smartleaf Asset Management LLC26,525$2.2M0.14%-2813F-HRTimeline
J.W. COLE ADVISORS, INC.26,487$2.2M0.04%+93613F-HRTimeline
Rehmann Capital Advisory Group26,146$2.17M0.12%+71013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.26,076$2.16M0.21%+55013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…25,949$2.15M0.08%+54013F-HRTimelineGroup
LifeGuide Financial Advisors, LLC26,049$2.15M0.79%-213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA25,900$2.15M0.09%-3,81913F-HRTimeline
Westwood Wealth Management25,750$2.14M0.78%+12,25013F-HRTimeline
Composition Wealth, LLC25,706$2.13M0.03%-5113F-HRTimeline
FIRST HORIZON CORP25,504$2.12M0.1%13F-HRTimeline
Brookwood Investment Group LLC25,347$2.1M0.27%+2,24313F-HRTimeline
Robertson Stephens Wealth Management, L…25,325$2.1M0.06%+5,55313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC25,241$2.09M0.15%+1,57113F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG25,000$2.07M0.03%013F-HRTimelineGroup
Plan Group Financial, LLC24,983$2.07M0.56%+2,80213F-HRTimeline
Gladstone Institutional Advisory LLC24,945$2.07M0.08%-3,04813F-HRTimeline
Penobscot Investment Management Company…24,925$2.07M0.16%-1,02513F-HRTimeline
Sequoia Financial Advisors, LLC24,706$2.05M0.01%-1,15713F-HRTimeline
CAMBIAR INVESTORS LLC24,431$2.03M0.09%-32,01813F-HRTimeline
LFA - Lugano Financial Advisors SA24,389$2.02M1.06%+1,02313F-HRTimeline
Continuum Advisory, LLC24,245$2.01M0.21%+1,30513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.24,049$2M0.14%-2813F-HRTimeline
Haverford Trust Co23,992$1.99M0.02%-3,22913F-HRTimeline
Mascoma Wealth Management LLC23,772$1.97M0.43%013F-HRTimeline
Latko Wealth Management, Ltd.23,766$1.97M1%+5,76413F-HRTimeline
Rooted Wealth Advisors, Inc.23,787$1.97M0.6%+3,14213F-HRTimeline
Realta Investment Advisors23,684$1.96M0.66%+4,82213F-HRTimeline
NTV Asset Management LLC23,498$1.95M0.21%+4,02813F-HRTimeline
4J Wealth Management LLC23,462$1.95M1.14%-85413F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.23,432$1.94M1.56%+14013F-HRTimeline
Whitcomb & Hess, Inc.23,421$1.94M0.5%+64613F-HRTimeline
SkyView Investment Advisors, LLC23,399$1.94M0.25%-9,50013F-HRTimeline
Sierra Legacy Group23,380$1.94M1.44%013F-HRTimeline
K.J. Harrison & Partners Inc23,200$1.92M0.27%013F-HRTimeline
Avior Wealth Management, LLC23,120$1.92M0.06%-63713F-HRTimeline
Greenspring Advisors, LLC22,902$1.9M0.34%13F-HRTimeline
FIRST COMMUNITY TRUST NA22,887$1.9M1.47%+8713F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC22,852$1.89M0.18%+3,20713F-HRTimelineGroup
Howard Capital Management, LLC22,810$1.89M0.03%-46513F-HRTimeline
Cresset Asset Management, LLC22,730$1.89M0.01%+1613F-HR/ATimeline
AGH Wealth Advisors, LLC22,633$1.88M1.38%new13F-HRTimeline
Integras Partners LLC22,568$1.87M1.51%+45113F-HRTimeline
Union Bancaire Privee, UBP SA22,558$1.87M0.03%013F-HRTimeline
PFG Investments, LLC22,118$1.83M0.1%+1,99713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.22,105$1.83M0.08%-6,82413F-HRTimelineGroup
NewEdge Wealth, LLC22,029$1.82M0.03%+15,00013F-HRTimeline
B. Riley Wealth Advisors, Inc.21,853$1.81M0.09%+93013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC21,630$1.79M0.14%-53513F-HR/ATimeline
TriaGen Wealth Management LLC21,616$1.79M0.47%+1,07013F-HRTimeline
GWN SECURITIES INC.21,519$1.79M0.41%-1,15313F-HRTimeline
Midwest Professional Planners, LTD.21,472$1.78M0.43%+18813F-HRTimeline
EFG Private Wealth Management (Americas…21,428$1.78M0.31%-64613F-HRTimeline
CHOREO, LLC21,235$1.76M0.02%-31113F-HRTimeline
TRUE Private Wealth Advisors21,202$1.76M0.18%-91613F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…21,063$1.75M0.13%-30813F-HRTimelineGroup
Wellspring Financial Advisors, LLC21,035$1.75M0.16%-297,18013F-HRTimeline
PACIFIC FINANCIAL GROUP INC21,002$1.74M1.29%+41613F-HRTimeline
Journey Advisory Group, LLC21,000$1.74M0.13%-5313F-HRTimeline
Roundview Capital LLC20,936$1.74M0.11%-1,60413F-HRTimeline
NVWM, LLC20,912$1.73M0.39%-2,62313F-HRTimeline
SSA SWISS ADVISORS AG20,664$1.71M0.8%-16813F-HRTimeline
First Heartland Consultants, Inc.20,581$1.71M0.14%-54,38413F-HRTimeline
Acorn Wealth Advisors, LLC20,434$1.7M0.53%+51813F-HRTimeline
William Howard & Co Financial Advisors …20,409$1.69M1.44%+4013F-HRTimeline
Milestones Private Investment Advisors …20,085$1.67M1.14%-28413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.20,060$1.66M<0.01%+13,43413F-HRTimelineGroup
SeaBridge Investment Advisors LLC19,931$1.65M0.27%-2,91313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC19,753$1.64M0.39%+9,01013F-HRTimeline
Platform Technology Partners19,279$1.6M0.38%-2,16313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC19,241$1.6M0.17%+17113F-HRTimeline
Midwest Trust Co19,150$1.59M0.02%-49213F-HRTimeline
Financial Harvest, LLC19,132$1.59M1.07%+1,04513F-HRTimeline
Atria Investments, Inc19,040$1.58M0.02%-16,96713F-HRTimeline
Principia Wealth Advisory, LLC19,002$1.58M1.12%-15,67113F-HRTimeline
Tower Wealth Partners, Inc.18,866$1.57M0.86%+17213F-HRTimeline
Freestate Advisors LLC18,856$1.56M1.31%-1,06713F-HRTimeline
Maxele Advisors, LLC18,812$1.56M1.35%+86313F-HRTimeline
Tactive Advisors, LLC18,776$1.56M0.44%+6,16413F-HRTimeline
SpringVest Wealth Management LLC18,666$1.55M1.14%-7,78613F-HRTimeline
King Wealth Management Group18,655$1.55M0.19%-32613F-HRTimeline
Geneos Wealth Management Inc.18,624$1.55M0.04%-61,80013F-HRTimeline
Spartan Planning & Wealth Management18,480$1.53M1.2%-37,71813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.18,443$1.53M0.02%-58013F-HRTimelineGroup
Intrua Financial, LLC18,427$1.53M0.18%+59813F-HRTimeline
Legacy Wealth Asset Management, LLC18,310$1.52M0.37%+52813F-HRTimeline
Towercrest Capital Management18,263$1.52M0.24%+2,55213F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …18,187$1.51M0.04%-69813F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC18,146$1.51M<0.01%new13F-HRTimelineGroup
Trilogy Capital Inc.17,821$1.48M0.07%+15,15813F-HRTimeline
Per Stirling Capital Management, LLC.17,592$1.46M0.17%new13F-HRTimeline
Belpointe Asset Management LLC17,415$1.44M0.06%+13113F-HRTimeline
Robinson Value Management, Ltd.17,362$1.44M0.84%-36513F-HRTimeline
Strategies Wealth Advisors, LLC17,019$1.41M0.15%-1,71513F-HRTimeline
GLOBALT Investments LLC / GA16,955$1.41M0.05%-1,35013F-HRTimeline
WealthShield Partners, LLC16,762$1.39M0.16%-99013F-HRTimeline
Pacific Point Advisors, LLC16,684$1.38M0.81%+4,22013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC16,633$1.38M0.02%new13F-HR/ATimelineGroup
Simplicity Wealth,LLC16,582$1.38M0.08%+2,60213F-HRTimeline
Chemistry Wealth Management LLC16,578$1.38M0.27%013F-HRTimeline
Meridian Wealth Management, LLC16,253$1.35M0.05%+10113F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp16,174$1.34M<0.01%new13F-HRTimelineGroup
Investment Research Partners LLC16,167$1.34M0.6%13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\16,101$1.34M<0.01%013F-HRTimelineGroup
Hutchens & Kramer Investment Management…16,062$1.33M0.53%+53813F-HRTimeline
NDWM LLC15,971$1.32M0.9%-3,53413F-HRTimeline
Brightwater Advisory LLC15,942$1.32M0.91%-1113F-HRTimeline
Crews Bank & Trust15,914$1.32M0.19%013F-HRTimeline
Discipline Wealth Solutions, LLC15,662$1.3M0.34%+2,20913F-HRTimeline
Independent Wealth Network Inc.15,612$1.3M0.42%+1,66313F-HRTimeline
GenTrust, LLC15,545$1.29M0.06%-3813F-HRTimeline
SageView Advisory Group, LLC15,530$1.29M0.04%-3,42213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC15,488$1.28M0.09%+12,87013F-HRTimeline
St. James Investment Company, LLC15,415$1.28M0.2%+85013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC15,294$1.27M0.28%+3,52213F-HRTimeline
Coastal Bridge Advisors, LLC15,203$1.26M0.1%013F-HRTimeline
Rather & Kittrell, Inc.15,153$1.26M0.22%-11613F-HRTimeline
Objective Capital Management, LLC15,141$1.26M1.3%-1,11813F-HRTimeline
Financial Management Professionals, Inc.15,105$1.25M0.13%-18913F-HRTimeline
Element Wealth, LLC14,979$1.24M0.54%-24113F-HRTimeline
PKS Advisory Services, LLC14,932$1.24M0.26%-10,89413F-HRTimeline
Kathleen S. Wright Associates Inc.14,718$1.22M0.45%-1013F-HRTimeline
Hobbs Group Advisors, LLC14,713$1.22M0.38%+1,26513F-HRTimeline
Empirical Financial Services, LLC d.b.a…14,699$1.22M0.02%+13413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP14,557$1.21M0.01%-31713F-HR/ATimelineGroup
Veracity Capital LLC14,497$1.2M0.39%-2,43213F-HRTimeline
Palumbo Wealth Management LLC122,246$1.19M0.38%+101,39513F-HRTimeline
Lee Financial Co14,316$1.19M0.15%-1,80613F-HRTimeline
Independent Family Office, LLC14,168$1.18M0.5%-2,05913F-HRTimeline
Cooper Financial Group14,040$1.16M0.13%-2,04013F-HRTimeline
United Community Bankin group United Community Bank13,910$1.15M0.36%+9,56513F-HRTimelineGroup
INVESTED ADVISORS14,066$1.15M1.68%13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd13,807$1.15M0.26%+1713F-HRTimelineGroup
FARMERS TRUST CO13,801$1.14M0.2%013F-HRTimeline
Acropolis Investment Management, LLC13,643$1.13M0.06%+1,98013F-HRTimeline
CoreCap Advisors, LLC13,412$1.11M0.04%-1,89013F-HRTimeline
Aspire Growth Partners LLC13,284$1.1M0.81%+12713F-HRTimeline
HB Wealth Management, LLC13,283$1.1M0.01%-2,43213F-HRTimeline
Lokken Investment Group LLC13,268$1.1M0.38%+2,87813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC13,220$1.1M0.04%+7,63713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC13,217$1.1M0.09%013F-HRTimeline
CAPITAL COUNSEL LLC/NY13,175$1.09M0.04%013F-HRTimeline
Advanced Asset Management Advisors Inc13,123$1.09M0.29%-2,46613F-HRTimeline
Mullooly Asset Management, Inc.13,069$1.08M0.42%+1,32413F-HRTimeline
Capital Investment Advisors, LLC12,876$1.07M0.02%+23013F-HRTimeline
LEIGH BALDWIN & CO., LLC12,872$1.07M0.6%+1,22513F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,864$1.07M0.01%-43913F-HRTimelineGroup
Evanson Asset Management, LLC12,768$1.06M0.06%+9313F-HRTimeline
VestGen Advisors, LLC12,613$1.05M0.03%+93013F-HRTimeline
MSH Capital Advisors LLC12,609$1.05M0.28%-52213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …12,573$1.04M0.06%-8,59413F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC12,500$1.04M0.27%+21213F-HRTimeline
San Luis Wealth Advisors LLC12,463$1.03M0.19%new13F-HR/ATimeline
CHAPIN DAVIS, INC.12,462$1.03M0.25%+2,60313F-HRTimeline
MCDONALD PARTNERS LLC12,387$1.03M0.31%+70413F-HRTimeline
TWO SIGMA SECURITIES, LLC12,352$1.02M0.15%-4,52813F-HRTimeline
Oliver Luxxe Assets LLC12,276$1.02M0.16%-1,54513F-HRTimeline
Carnegie Investment Counsel12,138$1.01M0.02%+113F-HRTimeline
Valpey Financial Services, LLC12,135$1.01M0.66%+55413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,970$993K0.04%-79013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC11,960$992K0.39%-1,84213F-HR/ATimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC11,908$988K0.04%013F-HRTimelineGroup
LOWERY THOMAS, LLC11,833$982K0.57%+1,19113F-HRTimeline
Foundry Financial Group, Inc.11,749$975K0.51%-92713F-HRTimeline
Modera Wealth Management, LLC11,724$973K0.01%-8,33413F-HRTimeline
Clientfirst Wealth Management, LLC11,689$970K0.78%+13313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS11,682$969K0.04%-2,33413F-HRTimelineGroup
IFS Group,LLC11,700$969K0.85%13F-HRTimeline
WJ Wealth Management, LLC11,636$966K0.42%-213,57313F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,613$963K<0.01%013F-HRTimelineGroup
NCM Capital Management, LLC11,589$961K0.37%+2,02013F-HRTimeline
Wealth Advisory Solutions, LLC11,558$959K0.23%+30813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,430$948K0.02%-2,01313F-HRTimelineGroup
EQ LLC11,412$947K0.32%+3,64113F-HRTimeline
ORG Partners LLC11,422$945K0.17%+213F-HRTimeline
Axis Wealth Partners, LLC11,384$944K0.55%-2,06013F-HRTimeline
M3 Advisory Group, LLC11,369$943K0.59%+12013F-HRTimeline
SBI Securities Co., Ltd.11,353$942K0.02%+2,92113F-HRTimeline
IFG Advisory, LLC11,321$939K0.04%-56013F-HRTimeline
Crestwood Advisors Group, LLC11,239$932K0.02%-49913F-HRTimeline
ADVISORY RESEARCH INC11,171$927K0.12%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.11,137$924K0.59%+10613F-HRTimeline