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Disclosery

SHY ISHARES TR

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COM (fund)

1,160 managers (1,174 13F filers) reported a position in SHY shares at 2024-12-31, 226,197,065 shares in all. 87 filers opened a position and 83 filers sold out during the quarter.

Managers
1,160
13F filers
1,174
New
87
Added
423
Reduced
425
Sold out
83
Shares held by filers
226,197,065

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BESSEMER GROUP INCin group BESSEMER GROUP INC11,675$957K<0.01%+4413F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC11,613$952K0.2%-5,46013F-HRTimeline
Foundry Financial Group, Inc.11,604$951K0.59%+2,04913F-HRTimeline
First National Trust Co11,569$948K0.04%013F-HRTimeline
Clientfirst Wealth Management, LLC11,556$947K0.96%13F-HRTimeline
ADVISORY RESEARCH INC11,526$945K0.16%+19513F-HRTimeline
Clearwater Capital Advisors, LLC11,414$936K0.09%-23913F-HRTimeline
Biltmore Wealth Management, LLC11,354$931K0.39%-2513F-HRTimeline
Clear Creek Financial Management, LLC11,347$930K0.1%-52213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,318$928K0.05%-2,40613F-HRTimeline
M3 Advisory Group, LLC11,249$922K0.66%013F-HRTimeline
Smith Thornton Advisors LLC11,239$921K0.58%+57013F-HRTimeline
Strategic Wealth Partners, Ltd.11,231$921K0.08%+1,23513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.11,190$921K0.04%-10013F-HRTimelineGroup
Enterprise Bank & Trust Co11,172$916K0.3%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC11,105$910K<0.01%+4,85013F-HRTimelineGroup
SIMPLEX TRADING, LLC11,033$904K0.03%new13F-HRTimeline
SageView Advisory Group, LLC10,966$899K0.04%+6,16613F-HRTimeline
Coppell Advisory Solutions LLC10,955$898K0.13%+8,21113F-HRTimeline
Glen Eagle Advisors, LLC10,811$886K0.15%+1,68713F-HRTimeline
Compass Ion Advisors, LLC10,807$886K0.11%+97113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…10,765$883K0.01%013F-HRTimeline
GatePass Capital, LLC10,728$880K0.96%13F-HRTimeline
Alhambra Investment Management LLC10,701$877K0.45%-57313F-HRTimeline
GARRISON POINT ADVISORS, LLC10,685$876K0.42%013F-HRTimeline
Park Place Capital Corp10,572$867K0.24%-59813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,543$864K0.01%-472,07913F-HRTimelineGroup
Palumbo Wealth Management LLC10,536$864K0.32%+3,20713F-HRTimeline
AMARILLO NATIONAL BANK10,483$859K0.16%+86113F-HRTimeline
Allworth Financial LP10,440$857K<0.01%+1,77913F-HRTimeline
GeoWealth Management, LLC10,406$853K0.03%+8,13413F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.10,388$852K0.37%+14013F-HRTimeline
Rossby Financial, LCC10,365$850K0.54%13F-HRTimeline
SIMON QUICK ADVISORS, LLC10,355$849K0.05%+4213F-HRTimeline
Acropolis Investment Management, LLC10,215$837K0.05%+6,74813F-HRTimeline
GWN SECURITIES INC.10,147$832K0.22%13F-HRTimeline
Root Financial Partners, LLC10,103$828K0.1%new13F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.10,075$826K0.52%-70713F-HRTimeline
RETIREMENT CAPITAL STRATEGIES10,072$826K0.31%+6,09113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,031$822K0.01%013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.10,000$820K0.36%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC10,000$820K0.07%013F-HRTimeline
Transce3nd, LLC9,999$820K0.28%13F-HRTimeline
Allred Capital Management, LLC9,968$817K0.32%-47113F-HRTimeline
Addison Capital Co9,952$816K0.32%-2,15913F-HRTimeline
NewEdge Wealth, LLC9,947$815K0.01%+67513F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd9,931$814K0.22%13F-HRTimelineGroup
Hobbs Group Advisors, LLC9,916$813K0.31%+13613F-HRTimeline
Guardian Partners Inc.9,905$812K0.08%13F-HRTimeline
New Century Financial Group, LLC9,829$806K0.34%-20413F-HRTimeline
Koshinski Asset Management, Inc.9,789$803K0.07%-44213F-HRTimeline
CHAPIN DAVIS, INC.9,596$798K0.26%013F-HRTimeline
Rodgers Brothers Inc.9,700$795K0.1%-2,50013F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…9,600$787K0.07%+6,09313F-HRTimelineGroup
Capital Asset Advisory Services LLC9,575$785K0.04%-1,18013F-HRTimeline
Evanson Asset Management, LLC9,503$779K0.05%+5,43813F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.9,499$779K0.32%-14013F-HRTimeline
Merit Financial Group, LLC9,461$776K0.01%-2,80713F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC9,405$771K0.03%013F-HRTimeline
Impact Partnership Wealth, LLC9,399$771K0.16%new13F-HRTimeline
BARRETT & COMPANY, INC.9,275$760K0.32%-10013F-HRTimeline
GUERRA PAN ADVISORS, LLC9,075$744K0.54%013F-HRTimeline
PFG Advisors9,050$742K0.05%-38913F-HRTimeline
NCM Capital Management, LLC8,962$735K0.33%+22713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,879$728K0.11%new13F-HR/ATimeline
PRIVATE TRUST CO NA8,792$721K0.07%+58613F-HRTimeline
Aveo Capital Partners, LLC8,773$719K0.08%-4,99313F-HRTimeline
Simplicity Wealth,LLC8,765$719K0.15%new13F-HRTimeline
Oliver Luxxe Assets LLC8,602$715K0.13%013F-HR/ATimeline
United Asset Strategies, Inc.8,647$709K0.07%-28813F-HRTimeline
Mechanics Bank Trust Department8,630$707K0.09%-98513F-HRTimeline
Apexium Financial, LP8,601$705K0.04%-1,37813F-HRTimeline
SBI Securities Co., Ltd.8,572$703K0.02%13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC8,570$703K0.32%new13F-HRTimeline
Kingstone Capital Partners Texas, LLC8,563$702K0.57%13F-HRTimeline
Dorsey Wright & Associates8,488$696K0.17%new13F-HRTimeline
Latko Wealth Management, Ltd.8,481$695K0.41%+2,14513F-HRTimeline
Stordahl Capital Management, Inc.8,476$695K0.16%-15613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\8,457$693K<0.01%+6,06713F-HR/ATimelineGroup
GRIES FINANCIAL LLC8,436$692K0.12%-15713F-HRTimeline
Priebe Wealth Holdings LLC8,426$691K0.47%-53013F-HRTimeline
Founders Financial Alliance, LLC8,426$691K0.19%+813F-HRTimeline
Alternative Investment Advisors, LLC.8,425$691K0.36%-26613F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD8,400$689K0.63%13F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,370$686K0.02%+26013F-HRTimeline
Empirical Asset Management, LLC8,356$685K0.23%-27113F-HRTimeline
Sierra Capital LLC8,285$679K0.08%-1,79313F-HRTimeline
One Capital Management, LLC8,250$676K0.02%-49313F-HRTimeline
Heck Capital Advisors, LLC8,231$675K0.08%-10,30613F-HR/ATimeline
Mattern Wealth Management LLC8,116$665K0.15%-4,00013F-HRTimeline
Stolper Co8,020$657K0.22%-8013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/7,950$652K0.04%new13F-HRTimeline
Two West Capital Advisors LLC7,948$652K0.56%+1,76313F-HRTimeline
FIDUCIENT ADVISORS LLC7,914$649K0.08%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.7,893$647K0.45%13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC7,841$643K0.19%-6513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC7,808$640K0.23%+6,53813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,778$638K0.01%-4,63913F-HRTimelineGroup
Compass Investment Advisers LLC7,763$636K1.85%13F-HRTimeline
F/m Investments LLC7,730$634K0.02%new13F-HRTimeline
Valeo Financial Advisors, LLC7,713$632K0.02%013F-HRTimeline
Oxbow Advisors, LLC7,696$631K0.07%-15013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC7,654$627K0.08%-14713F-HRTimeline
RENASANT BANK7,588$622K0.4%-1,88013F-HRTimeline
SkyOak Wealth, LLC7,530$617K0.13%-28813F-HRTimeline
Pinnacle Wealth Management Group, Inc.7,407$607K0.38%+33013F-HRTimeline
RATIONAL ADVISORS, INC.7,384$605K0.06%+4,73413F-HRTimeline
MONECO ADVISORS, LLC7,304$599K0.06%-21513F-HR/ATimeline
DMC Group, LLC7,295$598K0.49%013F-HRTimeline
Cape Investment Advisory, Inc.7,288$597K0.23%+7,24813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,262$595K0.03%+1,12013F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich6,701$594K<0.01%+6,18213F-HRTimeline
Berger Financial Group, Inc7,200$590K0.04%+88113F-HRTimeline
Elyxium Wealth, LLC7,198$590K0.36%+20013F-HRTimeline
Secure Asset Management, LLC7,182$589K0.09%-19513F-HRTimeline
Baker Ellis Asset Management LLC7,176$588K0.09%-40013F-HRTimeline
Portside Wealth Group, LLC7,146$586K0.1%new13F-HR/ATimeline
Bay Rivers Group7,120$584K0.28%+3,44113F-HRTimeline
Redhawk Wealth Advisors, Inc.7,093$582K0.08%+14713F-HRTimeline
KM Capital Management Ltd.7,043$577K0.3%+3,92013F-HRTimeline
Fiduciary Alliance LLC7,000$574K0.06%-23,82113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.6,958$570K0.08%-6,04113F-HRTimeline
Clarity Capital Partners LLC6,926$568K0.29%-4213F-HRTimeline
RDA Financial Network6,877$564K0.16%new13F-HRTimeline
Discipline Wealth Solutions, LLC6,864$563K0.26%-4,44513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.6,863$563K<0.01%+20113F-HRTimelineGroup
Lokken Investment Group LLC6,808$558K0.24%+1,75713F-HRTimeline
BARR E S & CO6,775$555K0.03%+1,00013F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC6,734$552K0.04%013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…6,666$546K0.09%+14213F-HRTimelineGroup
Purus Wealth Management, LLC6,660$546K0.22%+53013F-HRTimeline
ARS Wealth Advisors Group, LLC6,587$540K0.07%013F-HRTimeline
Allen Capital Group, LLC6,540$536K0.07%013F-HRTimeline
Live Oak Private Wealth LLC6,531$535K0.09%-8713F-HRTimeline
Occidental Asset Management, LLC6,512$534K0.08%+3,37213F-HRTimeline
Raab & Moskowitz Asset Management LLC6,490$532K0.13%013F-HRTimeline
Lifeworks Advisors, LLC6,457$529K0.1%+613F-HRTimeline
DeDora Capital, Inc.6,453$529K0.14%-1,25713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,438$528K0.11%-7,84313F-HRTimeline
YARGER WEALTH STRATEGIES, LLC6,403$525K0.3%013F-HRTimeline
AVALON CAPITAL MANAGEMENT6,402$525K0.17%-26,47113F-HRTimeline
SPC Financial, Inc.6,373$522K0.05%+9813F-HRTimeline
Montecito Bank & Trust6,348$520K0.09%-1,00013F-HRTimeline
Factor Wealth Management LTD6,342$520K0.17%13F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC6,334$519K0.55%13F-HRTimeline
180 WEALTH ADVISORS, LLC6,332$519K0.08%-37313F-HRTimeline
Verum Partners LLC6,287$515K0.15%+1613F-HRTimeline
Azimuth Capital Investment Management L…6,225$510K0.02%-36013F-HRTimeline
Beverly Hills Private Wealth, LLC6,212$509K0.1%-12513F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,210$509K0.03%+60813F-HR/ATimeline
Eagle Strategies LLC6,162$505K0.09%-413F-HRTimeline
E&G Advisors, LLC6,150$504K0.14%013F-HRTimeline
Freedom Investment Management, Inc.6,090$499K0.04%-41913F-HRTimeline
Diversified Portfolios, Inc.6,071$498K0.05%+513F-HRTimeline
ASPIRIANT, LLC6,055$496K0.02%-8013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC6,054$496K0.56%13F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION6,046$496K0.05%-1013F-HRTimeline
Legacy Capital Wealth Partners, LLC6,029$494K0.12%-23913F-HRTimeline
Roberts Wealth Advisors, LLC6,021$494K0.15%-2,90013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,002$492K0.04%013F-HRTimeline
Irenic Capital Management LP6,000$492K0.07%new13F-HRTimeline
Summa Corp.6,000$492K0.24%013F-HRTimeline
Lester Murray Antman dba SimplyRich6,001$491K0.14%-4613F-HRTimeline
CAPITAL COUNSEL LLC/NY5,975$490K0.02%new13F-HR/ATimeline
LEE DANNER & BASS INC5,965$489K0.04%new13F-HRTimeline
Westfuller Advisors, LLC5,946$487K0.31%+1013F-HRTimeline
Beirne Wealth Consulting Services, LLC5,885$482K0.17%-5,88513F-HRTimeline
PINNACLE ASSOCIATES LTD5,877$482K0.01%+1,16513F-HRTimeline
Trust Co5,840$479K0.05%013F-HRTimeline
GUIDANCE CAPITAL, INC5,827$479K0.15%-46013F-HRTimeline
BTS Asset Management, Inc.5,799$475K0.47%new13F-HRTimeline
Cherry Tree Wealth Management, LLC5,784$474K0.12%013F-HRTimeline
Good Life Advisors, LLC5,765$473K0.03%-13,69113F-HRTimeline
Forum Private Client Group LLC5,765$473K0.21%-113F-HRTimeline
Onyx Bridge Wealth Group LLC5,758$472K0.07%-813F-HRTimeline
Pasadena Private Wealth, LLC5,730$470K0.1%+30013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,672$465K0.02%013F-HR/ATimeline
L.K. Benson & Company, P.C.5,664$464K0.33%13F-HRTimeline
Ameliora Wealth Management Ltd.5,657$464K0.17%013F-HRTimeline
IPG Investment Advisors LLC5,626$461K0.1%-4,46813F-HRTimeline
CVA Family Office, LLC5,625$461K0.07%new13F-HRTimeline
Busey Bank5,565$456K0.01%013F-HRTimeline
Shepherd Financial Partners LLC5,561$456K0.05%-55113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,514$452K0.04%-15713F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,473$449K0.01%-9613F-HRTimeline
BANQUE PICTET & CIE SA5,464$448K<0.01%013F-HRTimeline
Bond & Devick Financial Network, Inc.5,374$447K0.19%013F-HRTimeline
TCP Asset Management, LLC5,447$447K0.1%+613F-HRTimeline
1620 INVESTMENT ADVISORS, INC.5,430$445K0.34%-29013F-HRTimeline
WHITTIER TRUST CO5,395$442K0.01%+1,44513F-HRTimeline
A. D. Beadell Investment Counsel, Inc.5,399$442K0.36%-1,00613F-HRTimeline
Alliance Wealth Management Group5,367$440K0.12%+34113F-HRTimeline
Advisor Resource Council5,364$440K0.32%new13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.5,321$436K0.2%+2113F-HRTimeline
Twele Capital Management, Inc.5,296$434K0.09%+21113F-HRTimeline
SAX WEALTH ADVISORS, LLC5,248$430K0.03%-72613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK5,229$429K0.01%013F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC5,211$427K0.21%+20213F-HRTimeline
Brickley Wealth Management5,208$427K0.09%+9313F-HRTimeline
L.M. KOHN & COMPANY5,159$423K0.11%+5713F-HRTimeline