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Disclosery

SHY ISHARES TR

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COM (fund)

1,142 managers (1,157 13F filers) reported a position in SHY shares at 2025-09-30, 236,365,940 shares in all. 80 filers opened a position and 100 filers sold out during the quarter.

Managers
1,142
13F filers
1,157
New
80
Added
438
Reduced
448
Sold out
100
Shares held by filers
236,365,940

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Glen Eagle Advisors, LLC11,052$917K0.13%+46413F-HRTimeline
Compass Ion Advisors, LLC11,035$915K0.09%+8513F-HRTimeline
RDA Financial Network11,035$915K0.23%+4,07813F-HRTimeline
Clare Market Investments LLC11,000$913K0.18%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS10,896$904K0.23%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.10,840$899K0.03%-2,14713F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC10,800$896K0.16%new13F-HRTimeline
Root Financial Partners, LLC10,762$893K0.06%+98313F-HRTimeline
HFG Wealth Management, LLC10,519$873K0.47%+1,03513F-HR/ATimeline
SIMON QUICK ADVISORS, LLC10,518$873K0.04%+3713F-HRTimeline
PRIVATE TRUST CO NA10,505$871K0.08%+2,90113F-HRTimeline
Ironwood Investment Counsel, LLC10,503$871K0.13%-7513F-HRTimeline
Ironwood Wealth Management, LLC.10,500$871K0.29%+1,04813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC10,394$862K<0.01%-4,81813F-HRTimelineGroup
Krilogy Financial LLC10,314$853K0.03%new13F-HRTimeline
Invst, LLC10,263$851K0.1%-185,33213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,231$849K0.01%+20013F-HRTimelineGroup
Obermeyer Wealth Partners10,108$839K0.04%+4,05013F-HRTimeline
Allred Capital Management, LLC10,107$838K0.29%-1,12413F-HRTimeline
OLD NATIONAL BANCORP /IN/10,008$830K0.01%013F-HRTimeline
Persistent Asset Partners Ltd10,000$830K0.6%new13F-HR/ATimeline
KDT Advisors, LLC9,980$828K1.21%new13F-HR/ATimeline
Sound View Wealth Advisors Group, LLC9,914$822K0.06%013F-HRTimeline
AMARILLO NATIONAL BANK9,887$820K0.14%-93513F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.9,822$815K0.4%-50313F-HRTimeline
Clearwater Capital Advisors, LLC9,802$813K0.07%013F-HRTimeline
Severin Investments, LLC9,773$811K0.72%-25113F-HRTimeline
Arete Wealth Advisors, LLC9,749$809K0.05%-43,65013F-HRTimeline
Summa Corp.9,690$804K0.35%013F-HRTimeline
Vise Technologies, Inc.9,606$797K0.03%new13F-HRTimeline
PFG Advisors9,502$788K0.03%new13F-HRTimeline
Gould Capital, LLC9,500$788K0.49%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.9,436$783K0.09%013F-HRTimeline
Aegis Wealth Management LLC9,401$780K0.42%-5,36513F-HRTimeline
Clear Creek Financial Management, LLC9,397$780K0.07%-6313F-HRTimeline
Traynor Capital Management, Inc.9,200$763K0.04%new13F-HRTimeline
Koshinski Asset Management, Inc.9,182$762K0.05%-6813F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC9,125$757K0.03%013F-HRTimeline
Whitegate Investment Counselors, Inc.9,096$755K0.25%-51613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding9,113$754K-17,879Timeline
WEST MICHIGAN ADVISORS, LLC9,078$753K0.18%+1,81013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,039$750K0.13%+50513F-HRTimeline
Strategic Wealth Partners, Ltd.9,022$748K0.06%-60113F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/9,003$747K0.04%-8513F-HRTimeline
Noble Wealth Management PBC8,991$746K0.4%13F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…8,967$741K0.49%new13F-HRTimeline
ASPIRIANT, LLC8,899$738K0.02%-3,82313F-HRTimeline
Factor Wealth Management LTD8,895$738K0.18%+2,44913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,861$731K0.06%013F-HRTimeline
Alhambra Investment Management LLC8,765$727K0.35%-35913F-HRTimeline
Addison Capital Co8,749$726K0.21%-27513F-HRTimeline
DMC Group, LLC8,699$722K0.5%+1,09413F-HRTimeline
BURKE & HERBERT BANK & TRUST CO8,678$720K0.15%-77513F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.8,669$719K0.29%-71813F-HRTimeline
Prime Capital Investment Advisors, LLC8,666$719K0.01%-2013F-HRTimeline
Caprock Group, LLC8,590$713K0.02%13F-HRTimeline
Zhang Financial LLC8,476$703K0.03%-3,09913F-HRTimeline
GARRISON POINT ADVISORS, LLC8,395$696K0.29%+6013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.8,365$694K0.22%-20113F-HRTimeline
GRIES FINANCIAL LLC8,306$689K0.11%-15213F-HRTimeline
Farmers National Bank8,284$687K0.16%-75913F-HRTimeline
Sierra Capital LLC8,285$687K0.08%013F-HRTimeline
TFB Advisors LLC8,244$684K0.2%-39,72313F-HRTimeline
Auxano Advisors, LLC8,209$681K0.14%-3,83313F-HRTimeline
BARRETT & COMPANY, INC.8,194$680K0.23%-18713F-HRTimeline
Stordahl Capital Management, Inc.8,189$679K0.14%+91513F-HRTimeline
Capital Investment Advisory Services, L…8,182$679K0.05%-6,21613F-HRTimeline
Berger Financial Group, Inc8,124$674K0.04%+2,40613F-HRTimeline
Americana Partners, LLC8,106$672K0.02%+113F-HRTimeline
WESBANCO BANK INC8,059$669K0.02%-11,70813F-HRTimeline
OPTIMA CAPITAL LLC7,924$657K0.32%+35713F-HRTimeline
Valeo Financial Advisors, LLC7,923$657K0.01%+21513F-HRTimeline
Alliance Wealth Management Group7,815$648K0.14%+2,24013F-HRTimeline
Mezzasalma Advisors, LLC7,754$643K0.16%+32213F-HRTimeline
F/m Investments LLC7,730$641K0.02%+12013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,725$641K0.02%-58,95813F-HRTimelineGroup
Guardian Partners Inc.7,654$634K0.05%-3,02713F-HRTimeline
FLP Wealth Management, LLC7,635$633K1.78%-18913F-HR/ATimeline
Arrowroot Family Office, LLC7,598$630K0.25%+12813F-HRTimeline
FIDUCIENT ADVISORS LLC7,586$629K0.07%-20013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,566$628K0.1%+13513F-HRTimeline
Biltmore Wealth Management, LLC7,565$628K0.24%-3,85113F-HRTimeline
Purus Wealth Management, LLC7,534$625K0.2%+87413F-HRTimeline
SkyOak Wealth, LLC7,530$625K0.12%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,508$623K<0.01%+1,99013F-HR/ATimelineGroup
North Capital, Inc.7,486$621K0.48%-7813F-HRTimeline
Virtue Capital Management, LLC9,342$620K0.1%-52,27713F-HR/ATimeline
Clearstead Trust, LLC7,418$615K0.11%-15713F-HRTimeline
Pinnacle Wealth Management Group, Inc.7,412$615K0.32%-5513F-HRTimeline
Ewing Morris & Co. Investment Partners …7,305$606K0.26%+31513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,284$604K<0.01%-34,51113F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co7,280$604K0.02%+10013F-HRTimeline
GUIDANCE CAPITAL, INC7,234$601K0.16%+1,92913F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…7,239$601K<0.01%-2,70013F-HRTimeline
Redhawk Wealth Advisors, Inc.7,211$598K0.07%+6813F-HRTimeline
Rodgers Brothers Inc.7,200$597K0.07%013F-HRTimeline
A. D. Beadell Investment Counsel, Inc.7,157$593K0.4%+1,08813F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …7,130$592K0.01%+1,43113F-HRTimelineGroup
Baker Ellis Asset Management LLC7,126$591K0.07%013F-HRTimeline
One Capital Management, LLC7,115$590K0.02%-3013F-HRTimeline
Summit Financial, LLC7,082$588K0.01%+1,22913F-HRTimeline
Dorsey & Whitney Trust CO LLC7,037$584K0.03%-14,60513F-HRTimeline
VICUS CAPITAL7,014$582K0.04%-11,47813F-HRTimeline
Castleview Partners, LLC7,003$581K0.32%+2,52413F-HRTimeline
Azimuth Capital Investment Management L…7,003$581K0.02%+13513F-HRTimeline
BLALOCK WILLIAMS, LLC6,978$579K0.51%+64813F-HRTimeline
SPC Financial, Inc.6,957$577K0.05%+15013F-HRTimeline
Weaver Consulting Group6,918$574K0.15%-60213F-HRTimeline
Bragg Financial Advisors, Inc6,888$571K0.02%-76513F-HRTimeline
MONECO ADVISORS, LLC6,860$569K0.05%+92613F-HRTimeline
Gateway Wealth Partners, LLC6,857$569K0.08%new13F-HRTimeline
Oxbow Advisors, LLC6,850$568K0.05%-2,48713F-HRTimeline
Apexium Financial, LP6,805$565K0.03%-1,67213F-HRTimeline
CALTON & ASSOCIATES, INC.6,777$562K0.08%+10213F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…6,744$559K0.04%013F-HRTimelineGroup
EASTERLY INVESTMENT PARTNERS LLC6,734$559K0.04%013F-HRTimeline
Capital Advisors Wealth Management, LLC6,733$559K0.08%+1,55013F-HRTimeline
Financial Engines Advisors L.L.C.6,724$558K<0.01%-1,88113F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC6,562$544K0.2%+1,01913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC6,558$544K0.23%-6,93413F-HRTimeline
Israel Discount Bank of New York6,545$543K1.61%new13F-HRTimeline
Raab & Moskowitz Asset Management LLC6,454$535K0.12%-3613F-HRTimeline
Canopy Partners, LLC6,448$535K0.18%-1,57913F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV6,445$535K0.02%-14313F-HRTimeline
Prosperity Consulting Group, LLC6,430$533K0.03%new13F-HRTimeline
180 WEALTH ADVISORS, LLC6,382$529K0.06%+95013F-HRTimeline
Alternative Investment Advisors, LLC.6,363$528K0.24%-57213F-HRTimeline
Fonville Wealth Management LLC6,245$518K0.12%+4413F-HRTimeline
Montecito Bank & Trust6,223$516K0.08%13F-HRTimeline
Vantage Financial Partners, LLC6,216$516K0.11%-2,77613F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding6,197$514K-4,432Timeline
Beverly Hills Private Wealth, LLC6,152$510K0.09%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,145$510K<0.01%-2013F-HRTimelineGroup
Live Oak Private Wealth LLC6,140$509K0.07%-47313F-HRTimeline
Bond & Devick Financial Network, Inc.6,127$508K0.15%+1,22013F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.6,201$505K0.51%-62413F-HRTimeline
RETIREMENT CAPITAL STRATEGIES6,091$505K0.19%-3,98113F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC6,081$505K0.11%+1813F-HRTimeline
OPTIMUM INVESTMENT ADVISORS6,034$501K0.2%-90013F-HRTimeline
BARR E S & CO6,025$500K0.03%013F-HRTimeline
GreatBanc Trust CO6,025$500K0.34%13F-HRTimeline
KELLY FINANCIAL GROUP LLC5,998$498K0.13%-1,77713F-HRTimeline
Ethos Financial Group, LLC5,991$497K0.04%-165,39213F-HRTimeline
Capital Asset Advisory Services LLC5,955$494K0.02%-28513F-HRTimeline
Forum Private Client Group LLC5,953$494K0.18%+2413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.5,939$493K0.06%-70813F-HRTimeline
Waterloo Capital, L.P.5,933$492K0.04%-3,04113F-HRTimeline
Impact Partnership Wealth, LLC5,916$491K0.07%-3,63613F-HRTimeline
Beirne Wealth Consulting Services, LLC5,885$488K0.12%013F-HRTimeline
Bay Rivers Group5,878$488K0.21%+33713F-HRTimeline
Trust Co5,840$484K0.05%013F-HRTimeline
Horizon Family Wealth, Inc.5,797$481K0.28%+10613F-HRTimeline
Cherry Tree Wealth Management, LLC5,784$480K0.11%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,718$474K0.03%+93013F-HRTimeline
Lester Murray Antman dba SimplyRich5,707$473K0.13%-12213F-HRTimeline
Westfuller Advisors, LLC5,694$472K0.21%-19213F-HRTimeline
DeDora Capital, Inc.5,682$471K0.11%-113F-HRTimeline
MGO ONE SEVEN LLC5,681$471K0.01%+2,01813F-HRTimeline
American Trust5,645$468K0.04%+1,59213F-HRTimeline
CVA Family Office, LLC5,625$467K0.06%013F-HRTimeline
Joel Isaacson & Co., LLC5,619$466K0.02%+54713F-HRTimeline
Harbour Capital Advisors, LLC5,620$465K0.1%+27013F-HRTimeline
Kovack Advisors, Inc.5,585$463K0.04%-23113F-HRTimeline
Headlands Technologies LLC5,574$462K0.04%-7,33413F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,551$461K0.12%013F-HRTimelineGroup
HANCOCK WHITNEY CORP5,535$459K0.01%-4613F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,518$458K0.02%-94913F-HRTimeline
Lifeworks Advisors, LLC5,517$458K0.06%013F-HRTimeline
BTS Asset Management, Inc.5,513$457K0.59%new13F-HRTimeline
Diversified Portfolios, Inc.5,491$456K0.04%+313F-HRTimeline
Occidental Asset Management, LLC5,472$454K0.06%-1,57013F-HRTimeline
BANQUE PICTET & CIE SA5,464$453K<0.01%013F-HRTimeline
Scharf Investments, LLC5,423$450K0.01%new13F-HRTimeline
NORDEN GROUP LLC5,417$449K0.05%-23,32913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.5,368$445K0.19%+51313F-HRTimeline
WNY Asset Management, LLC5,345$443K0.04%-67413F-HRTimeline
OAK ASSOCIATES LTD /OH/5,298$440K0.03%-25,14013F-HRTimeline
Blue Edge Capital, LLC5,282$438K0.06%+15013F-HRTimeline
Capital Investment Counsel, LLC5,278$438K0.06%-6,86613F-HRTimeline
Cape Investment Advisory, Inc.5,275$438K0.43%-67913F-HRTimeline
Onyx Bridge Wealth Group LLC5,268$437K0.05%+12813F-HRTimeline
Sowell Financial Services LLC5,246$435K0.02%-9,61813F-HRTimeline
Brickley Wealth Management5,208$432K0.08%013F-HRTimeline
POSTROCK PARTNERS LLC5,192$431K0.19%013F-HRTimeline
Park Place Capital Corp5,172$429K0.09%-2,29313F-HRTimeline
L.K. Benson & Company, P.C.5,157$428K0.23%+513F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC5,150$427K0.16%013F-HRTimeline
Conservest Capital Advisors, Inc.5,136$426K0.04%-3,09913F-HRTimeline
Shepherd Financial Partners LLC5,131$426K0.04%-12513F-HRTimeline
ARS Wealth Advisors Group, LLC5,101$423K0.04%-1,07413F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,100$423K0.2%013F-HRTimeline
Allen Capital Group, LLC5,090$422K0.04%-1,56613F-HRTimeline
Maridea Wealth Management LLC5,022$417K0.06%+1,51813F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,006$415K0.07%-11,10813F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH5,000$415K0.12%013F-HRTimeline
RENASANT BANK4,977$413K0.26%-1,15113F-HRTimeline
Twele Capital Management, Inc.4,975$413K0.08%013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC4,975$413K0.12%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,966$412K0.03%-39813F-HRTimeline
LEE DANNER & BASS INC4,965$412K0.03%-25013F-HRTimeline