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Disclosery

SHY ISHARES TR

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COM (fund)

1,157 managers (1,173 13F filers) reported a position in SHY shares at 2025-03-31, 218,913,888 shares in all. 87 filers opened a position and 79 filers sold out during the quarter.

Managers
1,157
13F filers
1,173
New
87
Added
442
Reduced
469
Sold out
79
Shares held by filers
218,913,888

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,450$947K0.08%-96213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC11,448$947K0.12%+6,63813F-HRTimelineGroup
Biltmore Wealth Management, LLC11,346$939K0.4%-813F-HRTimeline
Wealth Advisory Solutions, LLC11,286$934K0.25%-52313F-HRTimeline
Clearwater Capital Advisors, LLC11,249$931K0.09%-16513F-HRTimeline
M3 Advisory Group, LLC11,249$931K0.74%013F-HRTimeline
Weaver Consulting Group11,176$925K0.28%-50513F-HRTimeline
Enterprise Bank & Trust Co11,172$924K0.36%013F-HRTimeline
ADVISORY RESEARCH INC11,171$924K0.16%-35513F-HRTimeline
Zhang Financial LLC11,166$924K0.05%-1,53513F-HRTimeline
Whitegate Investment Counselors, Inc.11,141$922K0.33%-2,01413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.11,140$922K0.05%-5013F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC11,136$921K0.12%+3,48213F-HRTimeline
Foundry Financial Group, Inc.11,083$917K0.56%-52113F-HRTimeline
Root Financial Partners, LLC10,870$899K0.1%+76713F-HRTimeline
Compass Ion Advisors, LLC10,863$899K0.11%+5613F-HRTimeline
Vantage Financial Partners, LLC10,777$892K0.22%-17,66113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…10,765$891K0.01%013F-HRTimeline
Koshinski Asset Management, Inc.10,752$889K0.08%+96313F-HRTimeline
STRATEGY ASSET MANAGERS LLC10,693$885K0.18%-2,20913F-HRTimeline
Alhambra Investment Management LLC10,682$884K0.46%-1913F-HRTimeline
PRIVATE TRUST CO NA10,679$883K0.09%+1,88713F-HRTimeline
Glen Eagle Advisors, LLC10,603$877K0.15%-20813F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.10,528$871K0.53%+45313F-HRTimeline
AMARILLO NATIONAL BANK10,483$867K0.17%013F-HRTimeline
SIMON QUICK ADVISORS, LLC10,439$864K0.05%+8413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,317$854K0.39%+1,74713F-HRTimeline
DOVER ADVISORS, LLC10,283$851K0.37%-4,00413F-HRTimeline
Ironwood Wealth Management, LLC.10,213$845K0.26%-2,14813F-HRTimeline
GARRISON POINT ADVISORS, LLC10,200$844K0.41%-48513F-HRTimeline
CAPITAL COUNSEL LLC/NY10,175$842K0.04%+4,20013F-HRTimeline
GatePass Capital, LLC10,144$839K0.63%-58413F-HRTimeline
CALTON & ASSOCIATES, INC.10,136$839K0.19%+13613F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP10,130$838K0.02%new13F-HRTimeline
Impact Partnership Wealth, LLC10,108$836K0.18%+70913F-HRTimeline
RETIREMENT CAPITAL STRATEGIES10,072$833K0.33%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,031$830K0.01%013F-HRTimelineGroup
Acropolis Investment Management, LLC9,991$827K0.05%-22413F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.9,978$825K0.37%-41013F-HRTimeline
Sound View Wealth Advisors Group, LLC9,939$822K0.07%-6113F-HRTimeline
Hobbs Group Advisors, LLC9,916$820K0.31%013F-HRTimeline
VestGen Advisors, LLC9,804$811K0.04%13F-HRTimeline
CHAPIN DAVIS, INC.9,771$808K0.28%+17513F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV9,771$808K0.36%-2,01913F-HR/ATimeline
NewEdge Wealth, LLC9,721$804K0.01%-22613F-HRTimeline
Allworth Financial LP9,680$801K<0.01%-76013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO9,653$799K0.19%-7,52013F-HRTimeline
Invst, LLC9,648$798K0.11%+6,23313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC9,632$797K0.22%-2,45913F-HRTimeline
Evanson Asset Management, LLC9,551$790K0.06%+4813F-HRTimeline
Severin Investments, LLC9,451$782K0.78%new13F-HRTimeline
Inscription Capital, LLC9,557$782K0.13%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.9,436$781K0.12%+55713F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC9,405$778K0.04%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.9,343$772K0.32%-15613F-HRTimeline
LOWERY THOMAS, LLC9,289$768K0.53%+5,55313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,255$766K<0.01%-18,45713F-HRTimelineGroup
Merit Financial Group, LLC9,240$764K0.01%-22113F-HRTimeline
Edgestream Partners, L.P.9,158$758K0.03%-21,73113F-HRTimeline
Cheviot Value Management, LLC9,161$756K0.09%new13F-HRTimeline
Stordahl Capital Management, Inc.9,135$756K0.18%+65913F-HRTimeline
GeoWealth Management, LLC9,064$750K0.03%-1,34213F-HRTimeline
GUERRA PAN ADVISORS, LLC9,002$745K0.58%-7313F-HRTimeline
NORDEN GROUP LLC8,968$742K0.09%-3,35313F-HRTimeline
NCM Capital Management, LLC8,966$742K0.33%+413F-HRTimeline
HFG Wealth Management, LLC8,853$726K0.44%new13F-HRTimeline
SBI Securities Co., Ltd.8,749$724K0.02%+17713F-HRTimeline
Addison Capital Co8,620$713K0.28%-1,33213F-HRTimeline
Apexium Financial, LP8,571$709K0.04%-3013F-HRTimeline
Caprock Group, LLC8,554$708K0.02%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC8,498$703K0.15%+2,06013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC8,468$701K0.26%+66013F-HRTimeline
GRIES FINANCIAL LLC8,444$699K0.14%+813F-HRTimeline
Canopy Partners, LLC8,403$695K0.27%+5,80913F-HRTimeline
SIMPLEX TRADING, LLC8,405$695K0.02%-2,62813F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD8,400$695K0.63%013F-HRTimeline
Park Place Capital Corp8,386$694K0.19%-2,18613F-HRTimeline
BARRETT & COMPANY, INC.8,381$693K0.3%-89413F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,370$692K0.02%013F-HRTimeline
Founders Financial Alliance, LLC8,323$689K0.17%-10313F-HRTimeline
Empirical Asset Management, LLC8,322$688K0.23%-3413F-HRTimeline
Mechanics Bank Trust Department8,280$685K0.09%-35013F-HRTimeline
Sierra Capital LLC8,285$685K0.08%013F-HRTimeline
Transce3nd, LLC8,193$678K0.3%-1,80613F-HRTimeline
LANARK FINANCIAL, INC.8,161$675K0.06%+8,15313F-HRTimeline
IEQ CAPITAL, LLC8,135$673K0.01%new13F-HRTimeline
Americana Partners, LLC8,129$673K0.03%-3,73213F-HRTimeline
Stolper Co8,118$672K0.22%+9813F-HRTimeline
Valeo Financial Advisors, LLC8,116$671K0.02%+40313F-HRTimeline
One Capital Management, LLC8,050$666K0.02%-20013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.7,943$657K0.45%+5013F-HRTimeline
Capital Investment Advisory Services, L…7,921$655K0.06%+3,28013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,914$655K0.13%-3,69913F-HRTimeline
FMR LLCin group FMR LLC7,898$653K<0.01%-58,87113F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC7,829$648K0.01%+5113F-HR/ATimelineGroup
Pinnacle Wealth Management Group, Inc.7,807$646K0.45%+40013F-HRTimeline
FIDUCIENT ADVISORS LLC7,786$644K0.08%-12813F-HRTimeline
L.M. KOHN & COMPANY7,768$643K0.17%+2,60913F-HRTimeline
Alternative Investment Advisors, LLC.7,730$639K0.34%-69513F-HRTimeline
Lokken Investment Group LLC7,713$638K0.27%+90513F-HRTimeline
NorthRock Partners, LLC7,704$637K0.02%-6,30313F-HRTimeline
Kingstone Capital Partners Texas, LLC7,686$636K0.51%-87713F-HRTimeline
F/m Investments LLC7,610$630K0.03%-12013F-HRTimeline
Intrua Financial, LLC7,594$628K0.1%-9,06613F-HRTimeline
North Capital, Inc.7,564$626K0.59%13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC7,542$624K0.21%-29913F-HRTimeline
SkyOak Wealth, LLC7,530$623K0.14%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC7,481$619K<0.01%new13F-HR/ATimelineGroup
ASPIRIANT, LLC7,473$618K0.02%+1,41813F-HRTimeline
JMAC ENTERPRISES LLC7,453$617K0.15%-23,84413F-HRTimeline
DMC Group, LLC7,417$614K0.5%+12213F-HRTimeline
Mezzasalma Advisors, LLC7,383$611K0.21%new13F-HRTimeline
Good Steward Wealth Advisors,LLC7,380$611K0.56%13F-HRTimeline
Rodgers Brothers Inc.7,200$596K0.08%-2,50013F-HRTimeline
SAX WEALTH ADVISORS, LLC7,166$593K0.04%+1,91813F-HRTimeline
Redhawk Wealth Advisors, Inc.7,073$585K0.08%-2013F-HRTimeline
SPC Financial, Inc.7,050$583K0.05%+67713F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT7,035$582K0.07%+3,98513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.6,996$579K<0.01%+13313F-HRTimelineGroup
Alpha Cubed Investments, LLC6,995$579K0.03%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…7,000$579K0.01%new13F-HRTimeline
Elyxium Wealth, LLC6,971$577K0.26%-22713F-HRTimeline
RENASANT BANK6,899$571K0.38%-68913F-HRTimeline
RDA Financial Network6,872$569K0.17%-513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.6,831$565K0.08%-12713F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/6,790$562K0.03%-1,16013F-HRTimeline
BARR E S & CO6,775$560K0.03%013F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC6,734$557K0.05%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich6,706$555K<0.01%+513F-HR/ATimeline
Fiduciary Alliance LLC6,678$552K0.05%-32213F-HRTimeline
Purus Wealth Management, LLC6,660$551K0.23%013F-HRTimeline
MONECO ADVISORS, LLC6,654$551K0.06%-65013F-HR/ATimeline
ARS Wealth Advisors Group, LLC6,587$545K0.08%013F-HRTimeline
Discipline Wealth Solutions, LLC6,559$543K0.26%-30513F-HRTimeline
Allen Capital Group, LLC6,540$541K0.06%013F-HRTimeline
Eisler Capital Management Ltd.6,516$539K0.02%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,505$538K<0.01%-4,60013F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC6,490$537K0.14%013F-HRTimeline
Live Oak Private Wealth LLC6,490$537K0.09%-4113F-HRTimeline
LEIGH BALDWIN & CO., LLC6,450$534K0.43%+2,37513F-HRTimeline
Factor Wealth Management LTD6,383$528K0.16%+4113F-HRTimeline
Berger Financial Group, Inc6,338$524K0.04%-86213F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC6,306$522K0.54%-2813F-HRTimeline
Mattern Wealth Management LLC6,300$521K0.12%-1,81613F-HRTimeline
Azimuth Capital Investment Management L…6,263$518K0.02%+3813F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,254$517K0.03%+4413F-HRTimeline
VEGA INVESTMENT SOLUTIONS6,251$517K0.1%new13F-HRTimeline
Clear Creek Financial Management, LLC6,233$516K0.05%-5,11413F-HRTimeline
Montecito Bank & Trust6,223$515K0.09%-12513F-HRTimeline
Beverly Hills Private Wealth, LLC6,152$509K0.1%-6013F-HRTimeline
E&G Advisors, LLC6,150$509K0.14%013F-HRTimeline
Cape Investment Advisory, Inc.6,142$508K0.2%-1,14613F-HRTimeline
DeDora Capital, Inc.6,121$506K0.15%-33213F-HRTimeline
Forum Private Client Group LLC6,045$500K0.22%+28013F-HRTimeline
OLD NATIONAL BANCORP /IN/6,035$499K0.01%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,002$497K0.04%013F-HRTimeline
Summa Corp.6,000$496K0.29%013F-HRTimeline
Capital Asset Advisory Services LLC6,000$495K0.03%-3,57513F-HRTimeline
Kovack Advisors, Inc.5,964$493K0.05%+1,38113F-HRTimeline
Beirne Wealth Consulting Services, LLC5,885$487K0.17%013F-HRTimeline
Summit Financial, LLC5,881$487K0.01%+1,93813F-HRTimeline
Westfuller Advisors, LLC5,879$486K0.32%-6713F-HRTimeline
Lester Murray Antman dba SimplyRich5,853$484K0.14%-14813F-HRTimeline
Trust Co5,840$483K0.06%013F-HRTimeline
Shepherd Financial Partners LLC5,794$479K0.06%+23313F-HRTimeline
WNY Asset Management, LLC5,790$479K0.06%+1,41013F-HRTimeline
Cherry Tree Wealth Management, LLC5,784$479K0.12%013F-HRTimeline
Horizon Family Wealth, Inc.5,768$477K0.32%+99313F-HRTimeline
Good Life Advisors, LLC5,720$473K0.03%-4513F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC5,708$472K0.15%new13F-HRTimeline
Dorsey Wright & Associates5,705$472K0.12%-2,78313F-HRTimeline
Roberts Wealth Advisors, LLC5,697$471K0.15%-32413F-HRTimeline
Clarity Capital Partners LLC5,685$470K0.19%-1,24113F-HRTimeline
180 WEALTH ADVISORS, LLC5,648$467K0.07%-68413F-HRTimeline
CVA Family Office, LLC5,625$465K0.07%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,627$465K0.18%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,583$462K0.02%-8913F-HR/ATimeline
Lifeworks Advisors, LLC5,577$461K0.08%-88013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,551$459K0.15%+3,44513F-HRTimelineGroup
Alliance Wealth Management Group5,530$457K0.12%+16313F-HRTimeline
A. D. Beadell Investment Counsel, Inc.5,526$457K0.38%+12713F-HRTimeline
Diversified Portfolios, Inc.5,484$454K0.05%-58713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS5,479$453K0.21%+2,48013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …5,478$453K0.01%+1,12113F-HRTimelineGroup
BANQUE PICTET & CIE SA5,464$452K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.5,430$449K0.34%013F-HRTimeline
Probity Advisors, Inc.5,384$445K0.09%-8,75613F-HRTimeline
Twele Capital Management, Inc.5,336$441K0.09%+4013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.5,341$441K0.19%+2013F-HRTimeline
Clearstead Trust, LLC5,329$441K0.1%+22313F-HRTimeline
Onyx Bridge Wealth Group LLC5,297$438K0.06%-46113F-HRTimeline
Freedom Investment Management, Inc.5,292$438K0.04%-79813F-HRTimeline
GUIDANCE CAPITAL, INC5,302$438K0.13%-52513F-HRTimeline
LEE DANNER & BASS INC5,215$431K0.03%-75013F-HRTimeline
Brickley Wealth Management5,208$431K0.09%013F-HRTimeline
Ameliora Wealth Management Ltd.5,180$429K0.16%-47713F-HRTimeline
Eagle Strategies LLC5,164$427K0.07%-99813F-HRTimeline
L.K. Benson & Company, P.C.5,147$426K0.29%-51713F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,100$422K0.21%013F-HRTimeline
AMG National Trust Bank5,050$418K0.01%013F-HRTimeline