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Disclosery

SHY ISHARES TR

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COM (fund)

1,190 managers (1,207 13F filers) reported a position in SHY shares at 2025-12-31, 222,898,786 shares in all. 76 filers opened a position and 67 filers sold out during the quarter.

Managers
1,190
13F filers
1,207
New
76
Added
478
Reduced
421
Sold out
67
Shares held by filers
222,898,786

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Community Bank, N.A.29,510$2.44M0.29%+26413F-HRTimeline
Laurel Wealth Advisors LLC29,133$2.41M0.32%-30313F-HRTimeline
FAMILY WEALTH PARTNERS, LLC29,111$2.41M0.87%-1,44613F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC28,982$2.4M0.28%+2,05313F-HRTimeline
SFG Wealth Management, LLC.28,961$2.4M0.94%+1,01813F-HRTimeline
INTEGRITY ALLIANCE, LLC.28,951$2.4M0.09%new13F-HRTimeline
Christensen, King & Associates Investme…28,927$2.4M1.02%-1913F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…28,838$2.39M0.7%+49413F-HRTimeline
RMR Wealth Builders28,806$2.39M0.19%+36413F-HRTimeline
LANARK FINANCIAL, INC.28,633$2.37M0.18%-2,10413F-HRTimeline
Councilor Wealth, LLC28,598$2.37M1.12%-4,16713F-HRTimeline
Traub Capital Management LLC28,570$2.37M2.28%+39113F-HRTimeline
Entelevest, LLC28,449$2.36M2.44%13F-HRTimeline
Liberty Atlantic Advisors LLC28,391$2.35M2.31%13F-HRTimeline
New Insight Wealth Advisors28,227$2.34M0.84%-6,70513F-HRTimeline
Smartleaf Asset Management LLC27,798$2.3M0.09%+1,27313F-HRTimeline
PMG Wealth Management, Inc.27,722$2.3M1.68%+20013F-HRTimeline
J.W. COLE ADVISORS, INC.30,276$2.29M0.06%+3,78913F-HRTimeline
Latko Wealth Management, Ltd.27,518$2.28M1.12%+3,75213F-HRTimeline
HEADINVEST, LLC27,389$2.27M0.45%-4,37113F-HRTimeline
United Asset Strategies, Inc.27,174$2.25M0.17%-87513F-HRTimeline
Timelo Investment Management Inc.in group Timelo Investment Management …27,100$2.24M2.38%013F-HRTimelineGroup
Plan Group Financial, LLC27,068$2.24M0.58%+2,08513F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC26,728$2.21M1.76%-98413F-HRTimeline
Journey Advisory Group, LLC26,625$2.21M0.19%+5,62513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.26,624$2.21M0.02%+8,18113F-HRTimelineGroup
Rehmann Capital Advisory Group26,248$2.17M0.11%+10213F-HRTimeline
HB Wealth Management, LLC26,115$2.16M0.01%+12,83213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC26,087$2.16M0.21%-6,63813F-HRTimeline
Expressive Wealth LLC25,933$2.15M2.32%13F-HRTimeline
SeaCrest Wealth Management, LLC25,830$2.14M0.22%new13F-HRTimeline
Gladstone Institutional Advisory LLC25,534$2.11M0.08%+58913F-HRTimeline
PACIFIC FINANCIAL GROUP INC25,421$2.11M1.17%+4,41913F-HRTimeline
Brookwood Investment Group LLC25,373$2.1M0.25%+2613F-HRTimeline
Financial Engines Advisors L.L.C.25,209$2.09M<0.01%+18,48513F-HRTimeline
Continuum Advisory, LLC25,064$2.08M0.21%+81913F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC25,012$2.07M0.35%13F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG25,000$2.07M0.03%013F-HRTimelineGroup
OLD MISSION CAPITAL LLC24,988$2.07M0.08%new13F-HRTimeline
Patten Group, Inc.24,972$2.07M0.38%-3,54513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.24,962$2.07M0.14%+91313F-HRTimeline
Penobscot Investment Management Company…24,925$2.06M0.16%013F-HRTimeline
Prospera Financial Services Inc24,886$2.06M0.03%-7,96613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC24,787$2.05M0.46%+5,03413F-HRTimeline
PW Nova Financial Services LLC24,719$2.05M0.78%13F-HRTimeline
GWN SECURITIES INC.24,720$2.05M0.41%+3,20113F-HRTimeline
LFA - Lugano Financial Advisors SA24,548$2.03M1.05%+15913F-HRTimeline
Bright Futures Wealth Management, LLC.24,534$2.03M1.5%-3,84113F-HRTimeline
Mascoma Wealth Management LLC24,522$2.03M0.44%+75013F-HRTimeline
McKinley Carter Wealth Services, Inc.24,494$2.03M0.11%new13F-HRTimeline
Sequoia Financial Advisors, LLC24,434$2.02M0.01%-27213F-HRTimeline
NTV Asset Management LLC24,245$2.01M0.21%+74713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…24,201$2M0.32%-20,21213F-HRTimelineGroup
Realta Investment Advisors24,111$2M0.66%+42713F-HRTimeline
Mount Lucas Management LP24,034$1.99M0.88%-9,07413F-HRTimeline
Integras Partners LLC23,852$1.98M1.6%+1,28413F-HRTimeline
Haverford Trust Co23,694$1.96M0.02%-29813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.23,634$1.96M0.19%-2,44213F-HRTimeline
FIRST HORIZON CORP23,517$1.95M0.09%-1,98713F-HRTimeline
Virtue Capital Management, LLC12,948$1.94M0.3%+3,60613F-HR/ATimeline
Cresset Asset Management, LLC23,408$1.94M0.01%+67813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.23,393$1.94M0.08%+1,28813F-HRTimelineGroup
Cooper Financial Group23,389$1.94M0.21%+9,34913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co23,309$1.93M0.02%-7,51413F-HRTimelineGroup
K.J. Harrison & Partners Inc23,309$1.93M0.26%+10913F-HRTimeline
Howard Capital Management, LLC23,182$1.92M0.02%+37213F-HRTimeline
First Heartland Consultants, Inc.23,175$1.92M0.15%+2,59413F-HRTimeline
Discipline Wealth Solutions, LLC23,144$1.92M0.36%+7,48213F-HRTimeline
Whitcomb & Hess, Inc.23,129$1.92M0.45%-29213F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.23,035$1.91M1.44%-39713F-HRTimeline
Regal Investment Advisors LLC22,832$1.89M0.11%-15,58413F-HRTimeline
Avior Wealth Management, LLC22,759$1.88M0.06%-36113F-HRTimeline
Union Bancaire Privee, UBP SA22,558$1.87M0.02%013F-HRTimeline
EFG International AGin group EFG International AG22,517$1.86M0.04%13F-HRTimelineGroup
Financial Harvest, LLC22,487$1.86M1.15%+3,35513F-HRTimeline
WHI TRUST Co LLC22,480$1.86M1.43%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC22,479$1.86M0.12%+84913F-HR/ATimeline
4J Wealth Management LLC22,394$1.85M1.06%-1,06813F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…22,183$1.84M0.13%+1,12013F-HRTimelineGroup
Midwest Professional Planners, LTD.22,126$1.83M0.43%+65413F-HRTimeline
FIRST COMMUNITY TRUST NA22,111$1.83M1.37%-77613F-HRTimeline
NewEdge Wealth, LLC22,088$1.83M0.02%+5913F-HRTimeline
Atria Investments, Inc22,029$1.82M0.02%+2,98913F-HRTimeline
TD Waterhouse Canada Inc.21,984$1.82M0.01%-26,05113F-HRTimeline
Tower Wealth Partners, Inc.21,921$1.82M1%+3,05513F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC21,769$1.8M0.71%13F-HRTimeline
Midwest Trust Co21,716$1.8M0.02%+2,56613F-HRTimeline
NVWM, LLC21,690$1.8M0.39%+77813F-HRTimeline
TriaGen Wealth Management LLC21,636$1.79M0.46%+2013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp21,606$1.79M<0.01%+5,43213F-HRTimelineGroup
ALLSTREET CAPITAL ADVISORS LLC21,383$1.77M1.28%13F-HRTimeline
B. Riley Wealth Advisors, Inc.21,245$1.76M0.08%-60813F-HRTimeline
Empirical Asset Management, LLC21,171$1.75M0.49%-16,55313F-HRTimeline
Robertson Stephens Wealth Management, L…21,008$1.74M0.05%-4,31713F-HRTimeline
EQ LLC21,002$1.74M0.5%+9,59013F-HRTimeline
AGH Wealth Advisors, LLC20,789$1.72M1.29%-1,84413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC20,600$1.71M0.13%-8,18413F-HRTimeline
Pacific Point Advisors, LLC20,547$1.7M0.91%+3,86313F-HRTimeline
Roundview Capital LLC20,477$1.7M0.1%-45913F-HRTimeline
PFG Investments, LLC20,468$1.7M0.08%-1,65013F-HRTimeline
William Howard & Co Financial Advisors …20,461$1.69M1.43%+5213F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC20,417$1.69M0.16%-2,43513F-HRTimelineGroup
DAVIS-REA LTD.20,415$1.69M0.42%-6,41513F-HRTimeline
Finer Wealth Management, Inc.20,341$1.68M0.82%new13F-HRTimeline
Enclave Advisors LLC20,089$1.66M0.24%-40,58113F-HRTimeline
CAPITAL COUNSEL LLC/NY19,800$1.64M0.06%+6,62513F-HRTimeline
SeaBridge Investment Advisors LLC19,738$1.63M0.27%-19313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC19,630$1.63M0.16%+38913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.19,620$1.62M<0.01%-44013F-HRTimelineGroup
Legacy Wealth Asset Management, LLC19,596$1.62M0.4%+1,28613F-HRTimeline
Towercrest Capital Management19,560$1.62M0.26%+1,29713F-HRTimeline
GUIDANCE CAPITAL, INC19,532$1.62M0.4%+12,29813F-HRTimeline
Acorn Wealth Advisors, LLC19,446$1.61M0.48%-98813F-HRTimeline
TRUE Private Wealth Advisors19,289$1.6M0.16%-1,91313F-HRTimeline
Milestones Private Investment Advisors …19,122$1.58M1.09%-96313F-HRTimeline
CHOREO, LLC18,839$1.56M0.02%-2,39613F-HRTimeline
Maxele Advisors, LLC18,778$1.56M1.26%-3413F-HRTimeline
Freestate Advisors LLC18,483$1.53M1.24%-37313F-HRTimeline
Wealthspire Advisors, LLC18,392$1.52M0.01%-18,93813F-HRTimeline
King Wealth Management Group18,338$1.52M0.18%-31713F-HRTimeline
Tactive Advisors, LLC18,145$1.5M0.44%-63113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC17,860$1.48M<0.01%-28613F-HRTimelineGroup
WLTH Capital Management, LLC17,804$1.48M1.14%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,813$1.48M<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.17,599$1.46M0.04%-1,02513F-HRTimeline
Investment Research Partners LLC17,546$1.45M0.62%+1,37913F-HRTimeline
Charter Oak Capital Management, LLC17,530$1.45M0.11%-10,36913F-HRTimeline
Robinson Value Management, Ltd.17,475$1.45M0.78%+11313F-HRTimeline
Hutchens & Kramer Investment Management…17,310$1.43M0.5%+1,24813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC17,306$1.43M<0.01%+6,91213F-HRTimelineGroup
Savvy Advisors, Inc.17,267$1.43M0.05%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC17,057$1.41M0.07%+1,56913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC16,893$1.4M<0.01%+5,28013F-HRTimelineGroup
Bienville Capital Management, LLC16,805$1.39M0.22%new13F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP16,787$1.39M1.53%13F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.16,748$1.39M0.2%+8,38313F-HRTimeline
GLOBALT Investments LLC / GA16,750$1.39M0.05%-20513F-HRTimeline
Element Wealth, LLC16,584$1.37M0.57%+1,60513F-HRTimeline
Chemistry Wealth Management LLC16,500$1.37M0.26%-7813F-HRTimeline
SBI Securities Co., Ltd.16,496$1.37M0.04%+5,14313F-HRTimeline
Legacy Wealth Partners, LLC16,477$1.36M0.35%13F-HRTimeline
Stronghold Wealth Management L.L.C.16,297$1.35M1.99%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,261$1.35M0.01%+3,39713F-HRTimelineGroup
Ruggiero Investments, Inc.16,226$1.34M1.21%13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …16,207$1.34M0.04%-1,98013F-HR/ATimelineGroup
Belpointe Asset Management LLC16,184$1.34M0.05%-1,23113F-HRTimeline
WEST PACES ADVISORS INC.16,177$1.34M0.26%-13,56113F-HRTimeline
ROCKLAND TRUST CO16,163$1.34M0.05%-19,38313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\16,090$1.33M<0.01%-1113F-HRTimelineGroup
Platform Technology Partners16,039$1.33M0.28%-3,24013F-HRTimeline
Brightwater Advisory LLC15,990$1.32M0.89%+4813F-HRTimeline
NDWM LLC15,828$1.31M0.87%-14313F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd15,762$1.31M0.31%+1,95513F-HRTimelineGroup
Cadia Private Client LLC15,719$1.3M1.03%13F-HRTimeline
St. James Investment Company, LLC15,715$1.3M0.21%+30013F-HRTimeline
Crews Bank & Trust15,634$1.29M0.19%-28013F-HRTimeline
Coastal Bridge Advisors, LLC15,604$1.29M0.1%+40113F-HRTimeline
Independent Wealth Network Inc.15,546$1.29M0.39%-6613F-HRTimeline
GenTrust, LLC15,545$1.29M0.06%013F-HRTimeline
Rather & Kittrell, Inc.15,427$1.28M0.21%+27413F-HRTimeline
Pacific Park Financial, Inc.15,260$1.26M0.79%13F-HRTimeline
Meridian Wealth Management, LLC15,260$1.26M0.04%-99313F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC15,092$1.25M0.26%-20213F-HRTimeline
Blue Edge Capital, LLC15,049$1.25M0.17%+9,76713F-HRTimeline
Mullooly Asset Management, Inc.14,860$1.23M0.45%+1,79113F-HRTimeline
WealthShield Partners, LLC14,728$1.22M0.13%-2,03413F-HRTimeline
Objective Capital Management, LLC14,602$1.21M1.23%-53913F-HRTimeline
Waterloo Capital, L.P.14,569$1.21M0.09%+8,63613F-HRTimeline
Marble Wealth, LLC14,523$1.2M0.17%13F-HRTimeline
Foundry Financial Group, Inc.14,373$1.19M0.6%+2,62413F-HRTimeline
Financial Management Professionals, Inc.14,079$1.17M0.12%-1,02613F-HRTimeline
SageView Advisory Group, LLC14,034$1.16M0.04%-1,49613F-HRTimeline
Evanson Asset Management, LLC14,024$1.16M0.06%+1,25613F-HRTimeline
Independent Family Office, LLC13,978$1.16M0.48%-19013F-HRTimeline
Per Stirling Capital Management, LLC.13,902$1.15M0.13%-3,69013F-HRTimeline
SteelPeak Wealth, LLC13,848$1.15M0.04%+11,07113F-HRTimeline
LEIGH BALDWIN & CO., LLC13,797$1.14M0.75%+92513F-HRTimeline
FARMERS TRUST CO13,801$1.14M0.19%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…13,794$1.14M0.02%-90513F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP13,796$1.14M0.09%+6,14213F-HRTimelineGroup
PRESILIUM PRIVATE WEALTH, LLC13,746$1.14M0.21%-19,15113F-HRTimeline
Intrua Financial, LLC13,676$1.13M0.12%-4,75113F-HRTimeline
Israel Discount Bank of New York13,561$1.12M3.06%+7,01613F-HRTimeline
Carnegie Investment Counsel13,463$1.12M0.02%+1,32513F-HRTimeline
Valpey Financial Services, LLC13,451$1.11M0.71%+1,31613F-HR/ATimeline
Aspire Growth Partners LLC13,449$1.11M0.78%+16513F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC13,302$1.1M1.42%+9,02713F-HRTimeline
LOWERY THOMAS, LLC13,255$1.1M0.62%+1,42213F-HRTimeline
Cogent Private Wealth, Inc.13,246$1.1M0.84%13F-HRTimeline
Vise Technologies, Inc.12,983$1.08M0.02%+3,37713F-HRTimeline
NCM Capital Management, LLC12,889$1.07M0.4%+1,30013F-HRTimeline
CHAPIN DAVIS, INC.12,885$1.07M0.25%+42313F-HRTimeline
CDKV HOLDINGS LLC12,731$1.05M0.88%13F-HRTimeline
Simplicity Wealth,LLC12,721$1.05M0.06%-3,86113F-HRTimeline
MSH Capital Advisors LLC12,646$1.05M0.22%+3713F-HRTimeline
Hobbs Group Advisors, LLC12,622$1.05M0.32%-2,09113F-HRTimeline
Capital Investment Advisors, LLC12,613$1.04M0.02%-26313F-HRTimeline
Advanced Asset Management Advisors Inc12,578$1.04M0.28%-54513F-HRTimeline
OLD NATIONAL BANCORP /IN/12,511$1.04M0.02%+2,50313F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC12,485$1.03M0.25%-1513F-HRTimeline