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Disclosery

SHY ISHARES TR

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COM (fund)

1,207 managers (1,226 13F filers) reported a position in SHY shares at 2026-03-31, 233,726,427 shares in all. 98 filers opened a position and 86 filers sold out during the quarter.

Managers
1,207
13F filers
1,226
New
98
Added
538
Reduced
401
Sold out
86
Shares held by filers
233,726,427

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
IHT Wealth Management, LLC35,468$2.93M0.07%-8,94013F-HRTimeline
Black Swift Group, LLC35,300$2.91M0.51%+5,40013F-HRTimeline
Ascent Advisors, LLC35,266$2.91M5.35%new13F-HRTimeline
Laurel Wealth Advisors LLC35,268$2.9M0.29%+6,13513F-HRTimeline
Arena Capital Advisors, LLC- CA35,000$2.89M1.45%new13F-HRTimeline
Counterweight Ventures, LLC34,971$2.89M1.62%+4,18913F-HRTimeline
RFG Advisory, LLC34,957$2.89M0.05%+1,28413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…34,717$2.87M0.09%-1,41113F-HRTimelineGroup
Essential Planning, LLC.34,459$2.85M0.9%-1,67313F-HRTimeline
NWAM LLC34,334$2.83M0.16%-3,68313F-HRTimeline
Samalin Investment Counsel, LLC34,168$2.82M1%-2,22513F-HRTimeline
CIBC WORLD MARKET INC.34,141$2.82M<0.01%+4,01713F-HRTimeline
American Investment Services, Inc.33,825$2.79M0.62%-1,39113F-HRTimeline
WorthPointe, LLC33,730$2.79M0.76%new13F-HRTimeline
Peak Asset Management, LLC33,721$2.78M0.49%-1,79013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…33,589$2.77M0.24%+30,28213F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.33,563$2.77M<0.01%13F-HRTimelineGroup
Westside Investment Management, Inc.33,357$2.75M0.42%+8213F-HRTimeline
Bright Futures Wealth Management, LLC.33,339$2.75M1.88%+8,80513F-HRTimeline
1015 Capital Partners, LLC33,252$2.75M2.67%013F-HRTimeline
Single Point Partners, LLC32,748$2.7M0.54%+3413F-HRTimeline
BIRCH FINANCIAL GROUP, LLC32,569$2.69M1.57%+40913F-HRTimeline
Dorsey Wright & Associates32,405$2.68M0.33%new13F-HRTimeline
Wick Capital Partners, LLC32,209$2.66M0.49%-63613F-HRTimeline
United Community Bankin group United Community Bank32,180$2.66M0.89%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC32,155$2.65M0.07%+2,19513F-HRTimelineGroup
IF Advisors, LLC31,869$2.63M1.86%+2,01413F-HRTimeline
Carr Financial Group Corp31,802$2.63M0.69%+13613F-HRTimeline
Heritage Wealth Management, Inc. /CA/31,526$2.6M1.45%new13F-HRTimeline
Argyle Capital Partners, LLC31,513$2.6M1.87%-2,67713F-HRTimeline
Noble Family Wealth, LLC31,437$2.6M0.54%-30813F-HR/ATimeline
Community Bank, N.A.31,320$2.59M0.31%+1,81013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.31,271$2.58M0.03%+4,64713F-HRTimelineGroup
Howard Capital Management, LLC31,156$2.57M0.04%+7,97413F-HRTimeline
Sequent Planning LLC31,070$2.57M0.62%+74913F-HRTimeline
SFG Wealth Management, LLC.30,913$2.55M1.05%+1,95213F-HRTimeline
PRIVATE MANAGEMENT GROUP INC30,821$2.54M0.07%-1,06413F-HRTimeline
Chesley Taft & Associates LLC30,410$2.51M0.1%-1,55013F-HRTimeline
Irenic Capital Management LP30,000$2.48M0.22%013F-HRTimeline
COFG Advisors, LLC29,584$2.44M0.6%-1,03413F-HRTimeline
Tillman Hartley LLC29,492$2.44M0.61%-71613F-HRTimeline
Welch Group, LLC29,463$2.43M0.09%-16,15113F-HRTimeline
INTEGRITY ALLIANCE, LLC.29,208$2.41M0.09%+25713F-HRTimeline
Christensen, King & Associates Investme…29,080$2.4M1.03%+15313F-HRTimeline
St. James Investment Company, LLC29,033$2.4M0.38%+13,31813F-HRTimeline
Traub Capital Management LLC28,561$2.36M2.34%-913F-HRTimeline
LANARK FINANCIAL, INC.28,207$2.33M0.17%-42613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP28,031$2.31M<0.01%-14,61413F-HRTimelineGroup
RMR Wealth Builders27,925$2.31M0.18%-88113F-HRTimeline
EPG Wealth Management LLC27,807$2.3M0.62%-4,17313F-HRTimeline
Gateway Wealth Partners, LLC27,740$2.29M0.09%+21,52713F-HRTimeline
United Asset Strategies, Inc.27,626$2.28M0.18%+45213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT27,594$2.28M0.04%-8,47613F-HRTimeline
Atria Investments, Inc27,257$2.25M0.03%+5,22813F-HRTimeline
Expressive Wealth LLC27,306$2.25M2.14%+1,37313F-HRTimeline
FAMILY WEALTH PARTNERS, LLC27,132$2.24M0.76%-1,97913F-HRTimeline
Timelo Investment Management Inc.in group Timelo Investment Management …27,100$2.24M3.06%013F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC27,087$2.24M0.38%+2,07513F-HRTimeline
Savvy Advisors, Inc.26,993$2.23M0.06%+9,72613F-HRTimeline
HEADINVEST, LLC26,776$2.21M0.45%-61313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC26,678$2.2M0.22%+59113F-HRTimeline
Gladstone Institutional Advisory LLC26,648$2.2M0.08%+1,11413F-HRTimeline
AMERICAN CAPITAL MANAGEMENT INC26,490$2.19M0.12%new13F-HRTimeline
Patten Group, Inc.26,215$2.16M0.38%+1,24313F-HRTimeline
Prospera Financial Services Inc26,184$2.16M0.03%+1,29813F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC25,944$2.14M1.39%new13F-HRTimeline
EFG International AGin group EFG International AG25,940$2.14M0.05%+3,42313F-HRTimelineGroup
Strata Wealth Advisors, LLC25,826$2.13M0.58%-13,18313F-HRTimeline
Shepherd Financial Partners LLC25,751$2.13M0.2%+20,63013F-HRTimeline
Penobscot Investment Management Company…25,725$2.12M0.17%+80013F-HRTimeline
PACIFIC FINANCIAL GROUP INC25,661$2.12M1.14%+24013F-HRTimeline
Integras Partners LLC25,603$2.11M1.39%+1,75113F-HRTimeline
PMG Wealth Management, Inc.25,447$2.09M1.51%-2,27513F-HRTimeline
Tactive Advisors, LLC25,347$2.09M0.59%+7,20213F-HRTimeline
GWN SECURITIES INC.25,322$2.09M0.4%+60213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.25,270$2.09M0.2%+1,63613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC25,199$2.08M0.05%+8,14213F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.25,095$2.07M0.14%+13313F-HRTimeline
HB Wealth Management, LLC25,081$2.07M0.01%-1,03413F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG25,000$2.06M0.04%013F-HRTimelineGroup
LFA - Lugano Financial Advisors SA25,146$2.06M1.05%+59813F-HRTimeline
Ted Buchan & Co24,829$2.05M0.74%-122,25813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC24,809$2.05M0.47%+2213F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp24,759$2.04M<0.01%+3,15313F-HRTimelineGroup
Realta Investment Advisors24,710$2.04M0.71%+59913F-HRTimeline
Midwest Trust Co24,649$2.04M0.03%+2,93313F-HRTimeline
Councilor Wealth, LLC24,602$2.03M0.99%-3,99613F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC24,543$2.03M0.21%-22,88313F-HRTimeline
NVWM, LLC24,402$2.01M0.45%+2,71213F-HRTimeline
FIRST HORIZON CORP24,290$2.01M0.08%+77313F-HRTimeline
Choate Investment Advisors24,232$2M0.04%+14,85813F-HRTimeline
NTV Asset Management LLC24,223$2M0.22%-2213F-HRTimeline
Rehmann Capital Advisory Group24,169$2M0.1%-2,07913F-HRTimeline
Whitcomb & Hess, Inc.24,084$1.99M0.46%+95513F-HRTimeline
Roundview Capital LLC23,999$1.98M0.12%+3,52213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.23,730$1.96M0.11%+33713F-HRTimelineGroup
Midwest Professional Planners, LTD.23,712$1.96M0.46%+1,58613F-HRTimeline
Brookwood Investment Group LLC23,575$1.95M0.25%-1,79813F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding23,536$1.94M+11,628Timeline
SHRIER WEALTH MANAGEMENT, LLC23,455$1.94M0.71%+1,68613F-HRTimeline
Cooper Financial Group23,412$1.93M0.2%+2313F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC23,376$1.93M1.55%-3,35213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co23,309$1.92M0.02%013F-HRTimelineGroup
Cresset Asset Management, LLC23,209$1.92M0.01%-19913F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC23,208$1.92M1.18%-7,89713F-HRTimeline
K.J. Harrison & Partners Inc23,200$1.92M0.31%-10913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers23,142$1.91M<0.01%new13F-HRTimelineGroup
Financial Harvest, LLC23,088$1.91M1.12%+60113F-HRTimeline
WHI TRUST Co LLC22,889$1.89M1.42%+40913F-HRTimeline
Blue Edge Capital, LLC22,798$1.88M0.25%+7,74913F-HRTimeline
Latko Wealth Management, Ltd.22,722$1.88M0.91%-4,79613F-HRTimeline
Continuum Advisory, LLC22,708$1.88M0.18%-2,35613F-HRTimeline
Union Bancaire Privee, UBP SA22,558$1.86M0.03%013F-HRTimeline
Raleigh Capital Management Inc.22,469$1.86M0.64%+22,46813F-HRTimeline
Israel Discount Bank of New York22,174$1.83M4.02%+8,61313F-HRTimeline
4J Wealth Management LLC22,103$1.83M1.04%-29113F-HRTimeline
Valmark Advisers, Inc.21,992$1.82M0.02%+17,71913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC21,986$1.82M0.12%-49313F-HRTimeline
CHOREO, LLC21,975$1.81M0.02%+3,13613F-HRTimeline
Tower Wealth Partners, Inc.21,947$1.81M1%+2613F-HRTimeline
NewEdge Wealth, LLC21,838$1.8M0.02%-25013F-HRTimeline
TriaGen Wealth Management LLC21,721$1.79M0.49%+8513F-HRTimeline
Legacy Wealth Partners, LLC21,696$1.79M0.45%+5,21913F-HRTimeline
Stonebridge Financial Group, LLC21,490$1.77M0.15%-34,24813F-HRTimeline
Empirical Asset Management, LLC21,382$1.77M0.47%+21113F-HRTimeline
Ruggiero Investments, Inc.21,346$1.76M1.7%+5,12013F-HRTimeline
Town Capital LLC21,255$1.76M1.42%new13F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC20,972$1.73M1.28%-41113F-HRTimeline
Belpointe Asset Management LLC20,880$1.72M0.06%+4,69613F-HRTimeline
Geneos Wealth Management Inc.20,860$1.72M0.04%+3,26113F-HRTimeline
Towercrest Capital Management20,754$1.71M0.27%+1,19413F-HRTimeline
Regal Investment Advisors LLC20,699$1.71M0.1%-2,13313F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC20,680$1.7M0.17%+26313F-HRTimelineGroup
Pacific Point Advisors, LLC20,547$1.7M0.9%013F-HRTimeline
Legacy Wealth Asset Management, LLC20,515$1.69M0.41%+91913F-HRTimeline
William Howard & Co Financial Advisors …20,485$1.69M1.46%+2413F-HRTimeline
KELLEHER FINANCIAL ADVISORS20,453$1.69M0.43%+8,35713F-HRTimeline
CAPITAL COUNSEL LLC/NY20,450$1.69M0.07%+65013F-HRTimeline
Klaas Financial Asset Advisors, LLC20,403$1.68M0.23%-228,73413F-HRTimeline
Klingman & Associates, LLC20,279$1.67M0.08%new13F-HRTimeline
Entelevest, LLC20,177$1.67M1.71%-8,27213F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.20,119$1.66M1.22%-2,91613F-HRTimeline
AMG National Trust Bank20,028$1.65M0.04%+8,07513F-HRTimeline
Haverford Trust Co19,951$1.65M0.02%-3,74313F-HRTimeline
Severin Investments, LLC19,856$1.64M1.41%+9,56513F-HRTimeline
King Wealth Management Group19,788$1.63M0.2%+1,45013F-HRTimeline
Bucket List Wealth Management, LLC19,728$1.63M0.98%+7,66213F-HRTimeline
Milestones Private Investment Advisors …19,724$1.63M1.43%+60213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.19,697$1.63M<0.01%+7713F-HRTimelineGroup
TD Waterhouse Canada Inc.19,625$1.62M<0.01%-2,35913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC18,861$1.56M0.13%-1,73913F-HRTimeline
MCDONALD PARTNERS LLC18,844$1.56M0.37%+7,31013F-HRTimeline
PFG Investments, LLC18,784$1.55M0.07%-1,68413F-HRTimeline
Wealthspire Advisors, LLC18,771$1.55M0.01%+37913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC18,698$1.54M0.15%-93213F-HRTimeline
EVOKE WEALTH, LLC18,693$1.54M0.03%new13F-HRTimeline
TRUE Private Wealth Advisors18,602$1.54M0.15%-68713F-HRTimeline
Investment Research Partners LLC18,507$1.53M0.62%+96113F-HRTimeline
FIRST MANHATTAN CO. LLC.18,485$1.53M<0.01%new13F-HRTimeline
New Insight Wealth Advisors18,399$1.52M0.54%-9,82813F-HRTimeline
Sequoia Financial Advisors, LLC18,220$1.5M0.01%-6,21413F-HRTimeline
WLTH Capital Management, LLC18,013$1.49M1.17%+20913F-HR/ATimeline
Freestate Advisors LLC17,926$1.48M1.18%-55713F-HRTimeline
SBI Securities Co., Ltd.17,923$1.48M0.04%+1,42713F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP17,889$1.48M0.12%+4,09313F-HRTimelineGroup
Ballentine Partners, LLC17,879$1.48M0.02%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC17,818$1.47M0.1%+11,39113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,807$1.47M0.02%+7,21413F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.17,629$1.45M0.09%-3,61613F-HRTimeline
Acorn Wealth Advisors, LLC17,568$1.45M0.42%-1,87813F-HRTimeline
Robinson Value Management, Ltd.17,501$1.45M0.8%+2613F-HRTimeline
FARMERS TRUST CO17,416$1.44M0.23%+3,61513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,411$1.44M0.03%+8,71913F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC17,392$1.44M<0.01%-46813F-HRTimelineGroup
Finer Wealth Management, Inc.17,313$1.43M0.72%-3,02813F-HRTimeline
Auxano Advisors, LLC17,274$1.43M0.28%+9,65313F-HRTimeline
SeaBridge Investment Advisors LLC17,194$1.42M0.24%-2,54413F-HRTimeline
Hutchens & Kramer Investment Management…16,857$1.39M0.44%-45313F-HRTimeline
GLOBALT Investments LLC / GA16,750$1.38M0.05%013F-HRTimeline
Chemistry Wealth Management LLC16,683$1.38M0.24%+18313F-HRTimeline
Element Wealth, LLC16,422$1.36M0.56%-16213F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …16,207$1.34M0.04%013F-HRTimelineGroup
ROCKLAND TRUST CO16,099$1.33M0.05%-6413F-HRTimeline
Brightwater Advisory LLC15,960$1.32M0.87%-3013F-HRTimeline
Signet Private Wealth LLC15,897$1.31M1.25%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP15,894$1.31M0.03%+12,23613F-HRTimeline
Stronghold Wealth Management L.L.C.15,889$1.31M1.98%-40813F-HRTimeline
Independent Wealth Network Inc.15,797$1.3M0.39%+25113F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd15,787$1.3M0.32%+2513F-HRTimelineGroup
Crews Bank & Trust15,634$1.29M0.19%013F-HRTimeline
Coastal Bridge Advisors, LLC15,606$1.29M0.09%+213F-HRTimeline
Objective Capital Management, LLC15,561$1.28M1.3%+95913F-HRTimeline
WealthShield Partners, LLC15,433$1.27M0.14%+70513F-HRTimeline
Rather & Kittrell, Inc.15,427$1.27M0.2%013F-HRTimeline
Foundry Financial Group, Inc.15,212$1.26M0.62%+83913F-HRTimeline
LOWERY THOMAS, LLC15,111$1.25M0.71%+1,85613F-HRTimeline
NDWM LLC15,107$1.25M0.81%-72113F-HRTimeline
GenTrust, LLC15,055$1.24M0.05%-49013F-HRTimeline
FIRST COMMUNITY TRUST NA15,028$1.24M0.92%-7,08313F-HRTimeline
Cadia Private Client LLC15,020$1.24M1.01%-69913F-HRTimeline