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Disclosery

SHY ISHARES TR

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COM (fund)

1,169 managers (1,186 13F filers) reported a position in SHY shares at 2025-06-30, 227,200,682 shares in all. 97 filers opened a position and 84 filers sold out during the quarter.

Managers
1,169
13F filers
1,186
New
97
Added
470
Reduced
447
Sold out
84
Shares held by filers
227,200,682

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FWL INVESTMENT MANAGEMENT, LLC12,288$1.02M0.31%+3,82013F-HRTimeline
WorthPointe, LLC12,285$1.02M0.43%new13F-HRTimeline
Capital Investment Counsel, LLC12,144$1.01M0.16%new13F-HRTimeline
Carnegie Investment Counsel12,137$1.01M0.02%+35113F-HRTimeline
Auxano Advisors, LLC12,042$998K0.23%-4,67913F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC11,908$987K0.04%013F-HRTimelineGroup
IFG Advisory, LLC11,881$984K0.05%-2,69113F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC11,772$975K0.22%-1,76413F-HRTimeline
Mullooly Asset Management, Inc.11,745$973K0.41%+11513F-HRTimeline
Crestwood Advisors Group, LLC11,738$973K0.02%-27313F-HRTimeline
MCDONALD PARTNERS LLC11,683$968K0.23%+7,52713F-HRTimeline
VestGen Advisors, LLC11,683$968K0.04%+1,87913F-HRTimeline
Acropolis Investment Management, LLC11,663$966K0.05%+1,67213F-HRTimeline
LEIGH BALDWIN & CO., LLC11,647$965K0.63%+5,19713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,613$962K<0.01%-6213F-HRTimelineGroup
Valpey Financial Services, LLC11,581$960K0.66%13F-HRTimeline
Zhang Financial LLC11,575$959K0.04%+40913F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC11,561$958K0.11%+11313F-HRTimelineGroup
Clientfirst Wealth Management, LLC11,556$958K0.98%013F-HRTimeline
Biltmore Wealth Management, LLC11,416$946K0.38%+7013F-HRTimeline
ORG Partners LLC11,420$944K0.2%-7,28413F-HRTimeline
Wealth Advisory Solutions, LLC11,250$932K0.24%-3613F-HRTimeline
M3 Advisory Group, LLC11,249$932K0.64%013F-HRTimeline
Allred Capital Management, LLC11,231$931K0.35%-30513F-HRTimeline
Enterprise Bank & Trust Co11,172$926K0.35%013F-HRTimeline
ADVISORY RESEARCH INC11,171$926K0.14%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.11,031$914K0.62%+3,08813F-HRTimeline
Compass Ion Advisors, LLC10,950$907K0.1%+8713F-HRTimeline
AMARILLO NATIONAL BANK10,822$897K0.17%+33913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC10,743$890K0.22%+1,11113F-HRTimeline
LOWERY THOMAS, LLC10,642$882K0.56%+1,35313F-HRTimeline
Guardian Partners Inc.10,681$881K0.08%-1,12613F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding10,629$880K-1,697Timeline
Glen Eagle Advisors, LLC10,588$877K0.13%-1513F-HRTimeline
Ironwood Investment Counsel, LLC10,578$877K0.14%-3,83613F-HRTimeline
SIMON QUICK ADVISORS, LLC10,481$868K0.04%+4213F-HR/ATimeline
Lokken Investment Group LLC10,390$861K0.33%+2,67713F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.10,325$856K0.47%-20313F-HRTimeline
RETIREMENT CAPITAL STRATEGIES10,072$835K0.33%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,031$831K0.01%013F-HRTimelineGroup
Severin Investments, LLC10,024$831K0.78%+57313F-HRTimeline
OLD NATIONAL BANCORP /IN/10,008$829K0.01%+3,97313F-HRTimeline
TOWNSQUARE CAPITAL LLC9,968$826K0.08%-228,08313F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…9,939$824K<0.01%-82613F-HRTimeline
Sound View Wealth Advisors Group, LLC9,914$821K0.06%-2513F-HRTimeline
CHAPIN DAVIS, INC.9,859$817K0.23%+8813F-HRTimeline
Clearwater Capital Advisors, LLC9,802$812K0.07%-1,44713F-HRTimeline
Root Financial Partners, LLC9,779$810K0.08%-1,09113F-HRTimeline
GatePass Capital, LLC9,707$804K0.53%-43713F-HRTimeline
Summa Corp.9,690$803K0.42%+3,69013F-HRTimeline
Strategic Wealth Partners, Ltd.9,623$797K0.06%13F-HRTimeline
Whitegate Investment Counselors, Inc.9,612$796K0.27%-1,52913F-HRTimeline
NCM Capital Management, LLC9,569$793K0.33%+60313F-HRTimeline
Impact Partnership Wealth, LLC9,552$792K0.15%-55613F-HRTimeline
Fulcrum Equity Management9,475$785K0.81%new13F-HRTimeline
HFG Wealth Management, LLC9,484$785K0.48%+63113F-HRTimeline
Clear Creek Financial Management, LLC9,460$784K0.07%+3,22713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO9,453$783K0.18%-20013F-HRTimeline
Ironwood Wealth Management, LLC.9,452$783K0.29%-76113F-HRTimeline
GK Wealth Management LLC9,444$783K0.78%+6,97413F-HRTimeline
IFP Advisors, Inc9,439$782K0.02%-3,36813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.9,436$782K0.1%013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.9,387$778K0.32%-59113F-HRTimeline
Oxbow Advisors, LLC9,337$774K0.08%+4,64813F-HRTimeline
Koshinski Asset Management, Inc.9,250$766K0.06%-1,50213F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC9,125$756K0.04%-28013F-HRTimeline
Alhambra Investment Management LLC9,124$756K0.37%-1,55813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/9,122$756K0.32%new13F-HR/ATimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/9,088$753K0.04%+2,29813F-HRTimeline
Farmers National Bank9,043$749K0.2%-2,83313F-HRTimeline
Addison Capital Co9,024$748K0.26%+40413F-HRTimeline
Vantage Financial Partners, LLC8,992$745K0.17%-1,78513F-HRTimeline
Waterloo Capital, L.P.8,974$744K0.06%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,861$734K0.06%-2,58913F-HRTimeline
FLOW TRADERS U.S. LLC8,823$731K0.03%new13F-HRTimeline
Prime Capital Investment Advisors, LLC8,686$720K0.01%-4,30013F-HRTimeline
Financial Engines Advisors L.L.C.8,605$713K<0.01%-11,63013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.8,566$710K0.25%-77713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC8,534$707K0.13%+3613F-HRTimeline
Apexium Financial, LP8,477$702K0.04%-9413F-HRTimeline
GRIES FINANCIAL LLC8,458$701K0.13%+1413F-HRTimeline
SBI Securities Co., Ltd.8,432$699K0.02%-31713F-HRTimeline
BARRETT & COMPANY, INC.8,381$694K0.26%013F-HRTimeline
GARRISON POINT ADVISORS, LLC8,335$691K0.32%-1,86513F-HRTimeline
Stolper Co8,250$684K0.22%+13213F-HRTimeline
Sierra Capital LLC8,285$683K0.08%013F-HRTimeline
Conservest Capital Advisors, Inc.8,235$682K0.07%-4,30513F-HRTimeline
Empirical Asset Management, LLC8,120$673K0.21%-20213F-HRTimeline
Americana Partners, LLC8,105$672K0.02%-2413F-HRTimeline
Canopy Partners, LLC8,027$665K0.24%-37613F-HRTimeline
FORTEM FINANCIAL GROUP, LLC7,980$661K0.21%-53,38913F-HRTimeline
Raleigh Capital Management Inc.7,951$659K0.28%new13F-HRTimeline
FLP Wealth Management, LLC7,824$648K1.82%new13F-HRTimeline
FIDUCIENT ADVISORS LLC7,786$645K0.08%013F-HRTimeline
Envision Financial LLC7,780$645K0.43%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC7,775$644K0.19%-9,42913F-HRTimeline
EQ LLC7,771$644K0.25%-87,14613F-HRTimeline
Valeo Financial Advisors, LLC7,708$639K0.02%-40813F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP7,708$639K0.01%-2,42213F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC7,702$638K0.25%new13F-HRTimeline
Bragg Financial Advisors, Inc7,653$634K0.02%+4,80013F-HRTimeline
DMC Group, LLC7,605$630K0.49%+18813F-HRTimeline
PRIVATE TRUST CO NA7,604$630K0.06%-3,07513F-HRTimeline
Clearstead Trust, LLC7,575$628K0.12%+2,24613F-HRTimeline
OPTIMA CAPITAL LLC7,567$627K0.34%new13F-HRTimeline
North Capital, Inc.7,564$627K0.54%013F-HRTimeline
SkyOak Wealth, LLC7,530$624K0.13%013F-HRTimeline
Weaver Consulting Group7,520$623K0.17%-3,65613F-HRTimeline
F/m Investments LLC7,610$621K0.02%013F-HRTimeline
Arrowroot Family Office, LLC7,470$619K0.28%13F-HRTimeline
Pinnacle Wealth Management Group, Inc.7,467$619K0.35%-34013F-HRTimeline
Park Place Capital Corp7,465$616K0.14%-92113F-HRTimeline
Mezzasalma Advisors, LLC7,432$616K0.18%+4913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,431$616K0.11%-48313F-HRTimeline
Founders Financial Alliance, LLC7,416$615K0.14%-90713F-HRTimeline
NorthRock Partners, LLC7,275$603K0.02%-42913F-HR/ATimeline
Stordahl Capital Management, Inc.7,274$603K0.13%-1,86113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC7,268$602K0.17%-27413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,233$599K0.02%+4,17513F-HRTimelineGroup
Rodgers Brothers Inc.7,200$597K0.08%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co7,180$595K0.02%-1,19013F-HRTimeline
One Capital Management, LLC7,145$592K0.02%-90513F-HRTimeline
Redhawk Wealth Advisors, Inc.7,143$592K0.07%+7013F-HRTimeline
Baker Ellis Asset Management LLC7,126$590K0.08%-5,02513F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT7,097$588K0.05%+6213F-HRTimeline
Occidental Asset Management, LLC7,042$584K0.08%+2,25113F-HRTimeline
MASECO LLP7,030$582K0.02%13F-HRTimeline
NewEdge Wealth, LLC7,029$581K0.01%-2,69213F-HRTimeline
Ewing Morris & Co. Investment Partners …6,990$579K0.26%+4,71613F-HRTimeline
Elyxium Wealth, LLC6,978$578K0.22%+713F-HRTimeline
RDA Financial Network6,957$576K0.16%+8513F-HRTimeline
Alternative Investment Advisors, LLC.6,935$575K0.29%-79513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS6,934$575K0.25%+1,45513F-HRTimeline
Alpha Cubed Investments, LLC6,927$574K0.02%-6813F-HRTimeline
Azimuth Capital Investment Management L…6,868$569K0.02%+60513F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.6,825$564K0.52%13F-HRTimeline
SPC Financial, Inc.6,807$564K0.05%-24313F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…6,744$559K0.04%+3,23713F-HRTimelineGroup
EASTERLY INVESTMENT PARTNERS LLC6,734$558K0.04%013F-HRTimeline
CALTON & ASSOCIATES, INC.6,675$553K0.1%-3,46113F-HRTimeline
Purus Wealth Management, LLC6,660$552K0.19%013F-HR/ATimeline
Allen Capital Group, LLC6,656$552K0.06%+11613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.6,647$551K0.07%-18413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.6,626$549K<0.01%-37013F-HRTimelineGroup
Live Oak Private Wealth LLC6,613$548K0.08%+12313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,574$545K0.01%+2,78113F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV6,588$543K0.03%-3,18313F-HR/ATimeline
Quadcap Wealth Management, LLC6,534$541K0.07%new13F-HRTimeline
Raab & Moskowitz Asset Management LLC6,490$538K0.13%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,469$536K0.21%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,467$536K0.03%+21313F-HRTimeline
Factor Wealth Management LTD6,446$534K0.15%+6313F-HRTimeline
BLALOCK WILLIAMS, LLC6,330$525K0.52%-10,02713F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC6,329$524K0.5%+2313F-HRTimeline
Mattern Wealth Management LLC6,300$522K0.11%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC6,282$521K0.24%+1,99913F-HRTimelineGroup
VEGA INVESTMENT SOLUTIONS6,251$518K0.12%013F-HRTimeline
Capital Asset Advisory Services LLC6,240$515K0.02%+24013F-HRTimeline
Fonville Wealth Management LLC6,201$514K0.13%+2,07513F-HRTimeline
ARS Wealth Advisors Group, LLC6,175$512K0.06%-41213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,165$511K<0.01%-34013F-HR/ATimelineGroup
Beacon Financial Advisory LLC6,153$510K0.13%+2,83213F-HRTimeline
Beverly Hills Private Wealth, LLC6,152$510K0.1%013F-HRTimeline
RENASANT BANK6,128$508K0.34%-77113F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC6,063$502K0.12%+1,61413F-HRTimeline
A. D. Beadell Investment Counsel, Inc.6,069$502K0.38%+54313F-HRTimeline
Obermeyer Wealth Partners6,058$502K0.02%new13F-HRTimeline
MAS Advisors LLC6,055$502K0.82%new13F-HRTimeline
BARR E S & CO6,025$499K0.03%-75013F-HRTimeline
WNY Asset Management, LLC6,019$499K0.05%+22913F-HRTimeline
Cape Investment Advisory, Inc.5,954$493K0.18%-18813F-HRTimeline
MONECO ADVISORS, LLC5,934$492K0.05%-72013F-HRTimeline
Forum Private Client Group LLC5,929$491K0.19%-11613F-HRTimeline
Westfuller Advisors, LLC5,886$488K0.28%+713F-HRTimeline
Beirne Wealth Consulting Services, LLC5,885$488K0.16%013F-HRTimeline
Summit Financial, LLC5,853$485K0.01%-2813F-HRTimeline
Global Assets Advisory, LLC5,878$485K0.19%-17,67013F-HRTimeline
Trust Co5,840$484K0.05%013F-HRTimeline
Good Life Advisors, LLC5,821$482K0.03%+10113F-HRTimeline
Lester Murray Antman dba SimplyRich5,829$482K0.13%-2413F-HRTimeline
Kovack Advisors, Inc.5,816$482K0.05%-14813F-HRTimeline
Cherry Tree Wealth Management, LLC5,784$479K0.11%013F-HRTimeline
Berger Financial Group, Inc5,718$474K0.03%-62013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …5,699$472K0.01%+22113F-HR/ATimelineGroup
Horizon Family Wealth, Inc.5,691$472K0.29%-7713F-HRTimeline
DeDora Capital, Inc.5,683$471K0.12%-43813F-HRTimeline
CVA Family Office, LLC5,625$466K0.07%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,583$463K0.02%013F-HRTimeline
HANCOCK WHITNEY CORP5,581$462K0.01%+54613F-HRTimeline
Alliance Wealth Management Group5,575$462K0.12%+4513F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,551$460K0.14%013F-HRTimelineGroup
BUCKHEAD CAPITAL MANAGEMENT LLC5,543$459K0.18%-16513F-HRTimeline
Bay Rivers Group5,541$459K0.21%+87813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,518$457K<0.01%-2,31113F-HR/ATimelineGroup
Lifeworks Advisors, LLC5,517$457K0.07%-6013F-HRTimeline
Diversified Portfolios, Inc.5,488$455K0.04%+413F-HRTimeline
BANQUE PICTET & CIE SA5,464$453K<0.01%013F-HRTimeline
180 WEALTH ADVISORS, LLC5,432$450K0.06%-21613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC5,364$444K0.03%-18,80513F-HRTimeline
Freedom Investment Management, Inc.5,351$443K0.04%+5913F-HRTimeline