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Disclosery

SHY ISHARES TR

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COM (fund)

1,200 managers (1,217 13F filers) reported a position in SHY shares at 2026-06-30, 247,094,244 shares in all. 85 filers opened a position and 92 filers sold out during the quarter.

Managers
1,200
13F filers
1,217
New
85
Added
508
Reduced
441
Sold out
92
Shares held by filers
247,094,244

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
CHAPIN DAVIS, INC.13,950$1.15M0.2%+30813F-HRTimeline
SSA SWISS ADVISORS AG13,897$1.14M0.43%+1,67613F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP13,634$1.12M0.1%-4,25513F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC13,610$1.12M0.17%+3,16813F-HRTimeline
Aspire Growth Partners LLC13,585$1.12M0.65%+12013F-HRTimeline
SageView Advisory Group, LLC13,558$1.11M0.04%+2,26813F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC13,510$1.11M0.22%013F-HRTimeline
Carnegie Investment Counsel13,462$1.11M0.02%-113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.13,459$1.11M0.65%+11913F-HRTimeline
Valpey Financial Services, LLC13,420$1.1M0.66%+55113F-HRTimeline
Palumbo Wealth Management LLC13,399$1.1M0.23%-56,81613F-HRTimeline
Highland Investment Advisors LLC13,387$1.1M0.48%13F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC13,377$1.1M1.44%013F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP13,289$1.09M0.93%-1,05213F-HRTimelineGroup
Cogent Private Wealth, Inc.13,246$1.09M0.68%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC13,160$1.08M0.07%-5,70113F-HRTimeline
RDA Financial Network13,111$1.08M0.23%+1,74713F-HRTimeline
Compass Ion Advisors, LLC13,057$1.07M0.09%+8213F-HRTimeline
Acorn Wealth Advisors, LLC13,023$1.07M0.26%-4,54513F-HRTimeline
AlphaCentric Advisors LLC12,954$1.06M0.9%+3,49313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC12,922$1.06M0.02%-12,27713F-HRTimeline
Buska Wealth Management, LLC12,909$1.06M0.38%new13F-HRTimeline
Evanson Financial, LLC12,905$1.06M0.05%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…12,898$1.06M0.02%-57213F-HRTimeline
MSH Capital Advisors LLC12,855$1.06M0.18%-42713F-HRTimeline
New Insight Wealth Advisors12,786$1.05M0.31%-5,61313F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC12,784$1.05M0.16%-713F-HRTimeline
Advanced Asset Management Advisors Inc12,760$1.05M0.28%+9313F-HRTimeline
Brookwood Investment Group LLC12,721$1.04M0.12%-10,85413F-HRTimeline
IFG Advisory, LLC12,576$1.03M0.04%new13F-HRTimeline
CDKV HOLDINGS LLC12,422$1.02M0.8%-113F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…12,390$1.02M0.15%+9,09413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,353$1.01M<0.01%+3,29913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,273$1.01M0.01%-5313F-HRTimelineGroup
Independence Financial Advisors, LLC12,245$1.01M0.26%-78,66613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\12,138$997K<0.01%-1,38613F-HRTimelineGroup
Clear Retirement Advice LLC12,130$996K0.68%+3,54913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC12,058$990K0.07%+1,09913F-HRTimeline
Highview Capital Management LLC/DE/12,028$988K0.28%new13F-HRTimeline
AMG National Trust Bank11,953$981K0.02%-8,07513F-HRTimeline
Capital Investment Advisors, LLC11,797$969K0.01%-20013F-HRTimeline
Marble Wealth, LLC11,791$968K0.15%-2,34413F-HRTimeline
Larson Financial Group LLC11,790$968K0.03%-64,63313F-HRTimeline
WEBSTER BANK, N. A.11,776$967K0.08%+5,26013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding11,768$966K-11,768Timeline
FIRST COMMUNITY TRUST NA11,760$966K0.44%-3,26813F-HRTimeline
Clientfirst Wealth Management, LLC11,689$960K0.79%013F-HRTimeline
NewEdge Wealth, LLC11,624$954K0.01%-10,21413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC11,614$954K0.18%+61313F-HR/ATimeline
Journey Advisory Group, LLC11,600$952K0.07%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC945,221$945K0.31%new13F-HRTimeline
Clare Market Investments LLC11,504$945K0.17%+50313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,389$935K0.01%-22813F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co11,380$934K0.02%-59013F-HRTimeline
M3 Advisory Group, LLC11,369$934K0.48%013F-HRTimeline
Hobbs Group Advisors, LLC11,258$924K0.24%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC11,217$921K0.05%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,164$917K0.04%-14513F-HRTimeline
Root Financial Partners, LLC11,103$912K0.04%+1,22213F-HRTimeline
Asset One Wealth Management LLC11,116$912K0.1%+51813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,893$894K0.02%-5613F-HRTimeline
Graetz Wealth LLC10,838$890K0.71%+20113F-HRTimeline
Wealth Advisory Solutions, LLC10,768$884K0.18%-30313F-HRTimeline
VICUS CAPITAL10,754$883K0.06%+8313F-HRTimeline
International Private Wealth Advisors L…10,730$881K0.45%+6,59413F-HRTimeline
Independent Family Office, LLC10,708$879K0.35%-3,04613F-HRTimeline
SeaBridge Investment Advisors LLC10,699$878K0.13%-6,49513F-HRTimeline
WCG Wealth Advisors LLC10,577$868K0.02%-65813F-HRTimeline
SIMON QUICK ADVISORS, LLC10,576$868K0.04%013F-HRTimeline
IFS Group,LLC10,500$862K1.18%013F-HRTimeline
Dorsey Wright & Associates10,300$846K0.14%-22,10513F-HRTimeline
SeaCrest Wealth Management, LLC10,290$845K0.09%-9913F-HRTimeline
Allred Capital Management, LLC10,276$844K0.28%+1,18013F-HRTimeline
RWA WEALTH PARTNERS, LLC10,272$843K0.01%+1,60513F-HRTimeline
Alliance Wealth Management Group10,253$842K0.16%+1,11813F-HRTimeline
Alhambra Investment Management LLC10,155$834K0.36%+96613F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…10,117$830K0.1%+50013F-HRTimeline
Meridian Wealth Management, LLC10,061$826K0.03%-19013F-HRTimeline
Sound View Wealth Advisors Group, LLC9,914$814K0.05%013F-HRTimeline
XY Planning Network, Inc.9,862$810K0.1%013F-HRTimeline
AE Wealth Management LLC9,801$805K<0.01%-56,70313F-HRTimeline
Acropolis Investment Management, LLC9,787$804K0.03%-13413F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,763$802K0.01%-8,04413F-HRTimelineGroup
NCM Capital Management, LLC9,614$789K0.24%-3,07513F-HRTimeline
AMARILLO NATIONAL BANK9,604$789K0.13%-3113F-HRTimeline
MONECO ADVISORS, LLC9,539$783K0.05%+79213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.9,436$775K0.07%-5013F-HRTimeline
17 CAPITAL PARTNERS, LLC9,433$775K0.35%+1,71913F-HRTimeline
DAVIS-REA LTD.9,385$771K0.22%new13F-HRTimeline
Prosperity Consulting Group, LLC9,326$766K0.03%-11713F-HRTimeline
BARRETT & COMPANY, INC.9,323$765K0.21%+92913F-HRTimeline
Signal Advisors Wealth, LLC9,312$765K0.04%+6,07313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,309$764K0.06%-40,78113F-HRTimelineGroup
Capital Investment Advisory Services, L…9,236$758K0.05%+1,59713F-HRTimeline
Tuttle Capital Management, LLC9,200$755K0.51%new13F-HRTimeline
Traynor Capital Management, Inc.9,200$755K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…9,192$755K<0.01%-23013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,140$750K<0.01%+1,74613F-HRTimelineGroup
NEW SOUTH CAPITAL MANAGEMENT INC9,125$749K0.03%013F-HRTimeline
Krilogy Financial LLC9,052$743K0.02%-47013F-HRTimeline
Lee Financial Co9,045$743K0.09%-1,16213F-HRTimeline
Jupiter Topco LLCin group Janus Henderson9,038$742K<0.01%13F-HRTimelineGroup
BRIGHT FINANCIAL ADVISORS, INC.9,025$741K0.31%-13613F-HRTimeline
WBH ADVISORY INC9,023$741K0.05%+2,57013F-HRTimeline
San Luis Wealth Advisors LLC8,974$737K0.11%-92013F-HRTimeline
Sowell Financial Services LLC8,960$736K0.02%+68413F-HRTimeline
Berger Financial Group, Inc8,951$735K0.04%-6713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …8,950$735K<0.01%-22113F-HRTimelineGroup
Obermeyer Wealth Partners8,867$728K0.03%-35113F-HRTimeline
Factor Wealth Management LTD8,856$727K0.11%-2,07513F-HRTimeline
Robertson Stephens Wealth Management, L…8,855$727K0.02%+1,12113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO8,751$719K<0.01%-1,39113F-HRTimelineGroup
Glen Eagle Advisors, LLC8,717$716K0.09%+99813F-HRTimeline
OLD NATIONAL BANCORP /IN/8,687$713K0.01%-1,46613F-HRTimeline
GARRISON POINT ADVISORS, LLC8,681$713K0.29%-3913F-HRTimeline
Bond & Devick Financial Network, Inc.8,674$712K0.18%+61513F-HRTimeline
Clear Creek Financial Management, LLC8,580$704K0.05%-2,69413F-HRTimeline
Kovack Advisors, Inc.8,582$703K0.03%-2,99313F-HRTimeline
Ethos Financial Group, LLC8,554$702K0.05%+49113F-HRTimeline
Mezzasalma Advisors, LLC8,525$700K0.14%+15013F-HRTimeline
Canopy Partners, LLC8,499$698K0.21%-1,04913F-HRTimeline
Axis Wealth Partners, LLC8,487$697K0.33%-49113F-HRTimeline
Bay Rivers Group8,480$696K0.24%+82313F-HRTimeline
Avail Investment Partners, LLC8,429$692K0.53%+1413F-HRTimeline
Ironwood Investment Counsel, LLC8,427$692K0.09%+31913F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC8,406$690K0.47%+2,10213F-HRTimeline
SkyOak Wealth, LLC8,386$689K0.11%013F-HRTimeline
Crestwood Advisors Group, LLC8,354$686K0.01%-75213F-HRTimeline
BEACON FINANCIAL GROUP8,353$686K0.06%-31113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC8,339$685K0.1%+4,80113F-HRTimeline
Gouws Capital LLC8,300$682K0.32%+4,00013F-HRTimeline
Sierra Capital LLC8,285$680K0.07%013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC8,262$678K0.18%+26513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,198$673K0.18%-1,26013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC8,136$668K<0.01%new13F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO8,119$667K0.17%+2613F-HRTimeline
DMC Group, LLC8,080$663K0.45%+1,26613F-HRTimeline
Pallas Capital Advisors LLC8,020$658K0.02%-163,43013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,985$656K0.01%-1,19913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,944$652K0.02%-26,77313F-HRTimelineGroup
MASECO LLP7,885$647K0.02%013F-HRTimeline
Walser Wealth Management Company, A Ltd…7,843$644K0.27%+4,51813F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.7,819$642K0.23%013F-HRTimeline
CoreCap Advisors, LLC7,808$641K0.02%-10813F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.7,791$640K0.16%-57413F-HRTimeline
Purus Wealth Management, LLC7,780$639K0.18%+513F-HRTimeline
Invst, LLC7,761$637K0.06%-18013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…7,740$636K0.01%-2,03413F-HRTimelineGroup
Modera Wealth Management, LLC7,695$632K0.01%-3,45513F-HRTimeline
KDT Advisors, LLC7,685$631K0.87%013F-HRTimeline
Betterment LLC7,630$626K<0.01%-100,01713F-HRTimeline
Stordahl Capital Management, Inc.7,557$621K0.11%013F-HRTimeline
Live Oak Private Wealth LLC7,503$616K0.08%+1,31913F-HRTimeline
WJ Wealth Management, LLC7,490$615K0.24%013F-HRTimeline
North Capital, Inc.7,485$615K0.46%013F-HRTimeline
A. D. Beadell Investment Counsel, Inc.7,462$612K0.39%+37113F-HRTimeline
Klingman & Associates, LLC7,438$611K0.03%-12,84113F-HRTimeline
180 WEALTH ADVISORS, LLC7,387$607K0.06%-46913F-HRTimeline
FIDUCIENT ADVISORS LLC7,374$605K0.09%013F-HRTimeline
Capital Asset Advisory Services LLC7,355$604K0.02%+1,13513F-HRTimeline
WESBANCO BANK INC7,282$598K0.01%+8213F-HRTimeline
Boreal Capital Management LLC7,277$598K0.44%new13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC7,255$596K<0.01%-30,90013F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC7,251$595K0.07%-13,15213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS7,241$595K0.02%-1,10713F-HRTimelineGroup
DIVERSIFIED MANAGEMENT INC7,228$593K0.13%new13F-HRTimeline
Rodgers Brothers Inc.7,200$591K0.06%013F-HRTimeline
Impact Partnership Wealth, LLC7,182$590K0.06%+1,42113F-HRTimeline
Baker Ellis Asset Management LLC7,176$589K0.06%-5013F-HRTimeline
F/m Investments LLC7,234$584K0.03%-37613F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich7,115$584K<0.01%+6,50013F-HRTimeline
Azimuth Capital Investment Management L…7,113$584K0.02%+3013F-HRTimeline
PINNACLE ASSOCIATES LTD7,050$579K0.01%+2,35013F-HRTimeline
Addison Capital Co7,013$576K0.09%-1513F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)7,000$575K0.16%new13F-HRTimeline
EPIQ PARTNERS, LLC6,996$574K0.24%+4,29913F-HRTimeline
One Capital Management, LLC6,934$573K0.02%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC6,928$569K0.11%+4713F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC6,913$568K0.05%-13,76713F-HRTimelineGroup
BLALOCK WILLIAMS, LLC6,869$564K0.37%-10613F-HRTimeline
Strategic Wealth Partners, Ltd.6,869$564K0.03%+62913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC6,805$559K0.07%-46513F-HRTimeline
Fiduciary Alliance LLC6,805$559K0.04%-6913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,752$558K0.1%013F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC6,734$553K0.03%013F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC6,699$550K0.19%013F-HRTimeline
Verdence Capital Advisors LLC6,673$548K0.03%-1613F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…6,639$545K<0.01%013F-HRTimeline
Manhattan West Asset Management, LLC6,624$544K0.09%new13F-HRTimeline
Koshinski Asset Management, Inc.6,609$543K0.03%-30913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,586$541K0.05%+5113F-HRTimeline
Summit Financial, LLC6,424$527K0.01%-2,57413F-HRTimeline
Sierra Legacy Group6,400$526K0.41%-2,75013F-HRTimeline
Covestor Ltd6,350$521K0.3%-93313F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC6,230$512K0.11%new13F-HRTimeline
Montecito Bank & Trust6,223$511K0.08%013F-HRTimeline
LARCH CAPITAL PARTNERS LLC6,197$509K0.07%013F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…6,188$508K0.03%-55613F-HRTimelineGroup
INGALLS & SNYDER LLC6,175$507K0.01%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.6,116$502K0.23%-16513F-HRTimeline