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Disclosery

SHY ISHARES TR

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COM (fund)

1,190 managers (1,207 13F filers) reported a position in SHY shares at 2025-12-31, 222,898,786 shares in all. 76 filers opened a position and 67 filers sold out during the quarter.

Managers
1,190
13F filers
1,207
New
76
Added
478
Reduced
421
Sold out
67
Shares held by filers
222,898,786

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SG Americas Securities, LLC12,412$1.03M<0.01%-342,21213F-HRTimeline
San Luis Wealth Advisors LLC12,265$1.02M0.17%-19813F-HRTimeline
Engineers Gate Manager LP12,262$1.02M0.01%new13F-HRTimeline
TrustWell Financial Advisors, LLC12,189$1.01M0.98%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS12,096$1M0.23%+1,20013F-HRTimeline
Veracity Capital LLC12,071$1000K0.3%-2,42613F-HRTimeline
Bucket List Wealth Management, LLC12,066$1000K0.6%13F-HRTimeline
AMG National Trust Bank11,953$990K0.02%+7,80313F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC11,908$986K0.03%013F-HRTimelineGroup
Lee Financial Co11,894$985K0.13%-2,42213F-HRTimeline
CoreCap Advisors, LLC11,725$971K0.03%-1,68713F-HRTimeline
Clientfirst Wealth Management, LLC11,689$968K0.78%013F-HRTimeline
IFG Advisory, LLC11,607$961K0.04%+28613F-HRTimeline
MCDONALD PARTNERS LLC11,534$955K0.3%-85313F-HRTimeline
Clear Creek Financial Management, LLC11,413$945K0.08%+2,01613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,387$943K0.04%-58313F-HRTimeline
Zhang Financial LLC11,377$942K0.04%+2,90113F-HRTimeline
M3 Advisory Group, LLC11,369$942K0.57%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.11,275$934K0.62%+13813F-HRTimeline
Modera Wealth Management, LLC11,257$932K0.01%-46713F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…11,221$929K0.65%+2,25413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC11,217$929K0.07%-2,00013F-HRTimeline
ADVISORY RESEARCH INC11,154$924K0.12%-1713F-HRTimeline
Compass Ion Advisors, LLC11,146$923K0.09%+11113F-HRTimeline
RDA Financial Network11,124$921K0.22%+8913F-HRTimeline
Wealth Advisory Solutions, LLC11,122$921K0.21%-43613F-HRTimeline
SSA SWISS ADVISORS AG11,082$918K0.43%-9,58213F-HRTimeline
Kovack Advisors, Inc.11,076$917K0.04%+5,49113F-HR/ATimeline
WCG Wealth Advisors LLC11,074$917K0.03%new13F-HRTimeline
Trevian Wealth Management LLC11,046$915K0.43%new13F-HRTimeline
ORG Partners LLC11,011$912K0.16%-41113F-HRTimeline
WJ Wealth Management, LLC10,990$910K0.4%-64613F-HRTimeline
WIN ADVISORS, INC10,916$904K0.38%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC10,800$894K0.14%013F-HRTimeline
Summa Corp.10,690$885K0.38%+1,00013F-HRTimeline
Graetz Wealth LLC10,603$878K0.8%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,593$877K0.02%-83713F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC10,579$876K0.04%+6113F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC10,523$872K0.32%-1,43713F-HRTimeline
Factor Wealth Management LTD10,523$872K0.19%+1,62813F-HRTimeline
Ironwood Wealth Management, LLC.10,431$864K0.25%-6913F-HRTimeline
Ironwood Investment Counsel, LLC10,373$859K0.12%-13013F-HRTimeline
Severin Investments, LLC10,291$852K0.75%+51813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,271$851K<0.01%+4013F-HRTimelineGroup
Asset One Wealth Management LLC10,271$849K0.12%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,221$847K0.03%-2,99913F-HRTimeline
Qube Research & Technologies Ltd10,078$835K<0.01%+8,67313F-HRTimeline
Willis Johnson & Associates, Inc.10,074$834K0.05%-361,16713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP10,056$833K0.01%-4,50113F-HRTimelineGroup
Merited Wealth, LLC10,009$829K0.77%13F-HRTimeline
Strategic Financial Concepts, LLC9,988$827K0.76%new13F-HRTimeline
XY Planning Network, Inc.9,936$823K0.14%new13F-HRTimeline
Acropolis Investment Management, LLC9,914$821K0.04%-3,72913F-HRTimeline
Sound View Wealth Advisors Group, LLC9,914$821K0.06%013F-HRTimeline
Root Financial Partners, LLC9,881$818K0.04%-88113F-HRTimeline
WELLINGTON-ALTUS USA INC.9,816$813K0.6%13F-HRTimeline
Obermeyer Wealth Partners9,785$810K0.04%-32313F-HRTimeline
Vigilare Wealth Management9,779$810K0.27%-25,55813F-HRTimeline
Arrowroot Family Office, LLC9,771$809K0.29%+2,17313F-HRTimeline
Aegis Wealth Management LLC9,666$801K0.45%+26513F-HRTimeline
AMARILLO NATIONAL BANK9,666$801K0.14%-22113F-HRTimeline
OAK ASSOCIATES LTD /OH/9,608$796K0.05%+4,31013F-HRTimeline
INVESTED ADVISORS9,591$794K0.82%-4,47513F-HRTimeline
Crestwood Advisors Group, LLC9,564$792K0.01%-1,67513F-HRTimeline
Krilogy Financial LLC9,519$789K0.03%-79513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.9,486$786K0.08%+5013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.9,401$779K0.37%-42113F-HRTimeline
Choate Investment Advisors9,374$776K0.02%new13F-HRTimeline
L.K. Benson & Company, P.C.9,344$774K0.39%+4,18713F-HRTimeline
Strategic Wealth Partners, Ltd.9,279$768K0.05%+25713F-HRTimeline
Allred Capital Management, LLC9,238$765K0.28%-86913F-HRTimeline
Traynor Capital Management, Inc.9,200$762K0.04%013F-HRTimeline
Axis Wealth Partners, LLC9,175$760K0.42%-2,20913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,175$760K0.03%-2,50713F-HRTimelineGroup
Sierra Legacy Group9,150$758K0.56%-14,23013F-HRTimeline
Alesco Advisors, LLC, An ESL Co9,130$756K0.02%+1,85013F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC9,125$756K0.03%013F-HRTimeline
Berger Financial Group, Inc9,106$754K0.04%+98213F-HRTimeline
VICUS CAPITAL9,087$753K0.06%+2,07313F-HRTimeline
TBH Global Asset Management, LLC9,055$750K0.13%new13F-HRTimeline
Summit Financial, LLC9,019$747K0.01%+1,93713F-HRTimeline
PFG Advisors8,978$744K0.04%-52413F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …8,945$741K0.03%-16813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC8,894$737K<0.01%+1,38613F-HRTimelineGroup
Alhambra Investment Management LLC8,729$723K0.34%-3613F-HRTimeline
Invst, LLC8,703$721K0.08%-1,56013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,692$720K0.02%+96713F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC8,662$717K0.01%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO8,643$716K<0.01%+5,49313F-HRTimelineGroup
Strategies Wealth Advisors, LLC8,601$712K0.07%-8,41813F-HRTimeline
Caprock Group, LLC8,600$712K0.02%+1013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO8,598$712K0.2%-8013F-HRTimeline
Koshinski Asset Management, Inc.8,573$710K0.05%-60913F-HRTimeline
Clear Retirement Advice LLC8,581$710K0.55%13F-HRTimeline
GARRISON POINT ADVISORS, LLC8,560$709K0.31%+16513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC8,539$707K0.16%-53913F-HRTimeline
Americana Partners, LLC8,475$702K0.02%+36913F-HRTimeline
Sowell Financial Services LLC8,468$701K0.03%+3,22213F-HRTimeline
Alliance Wealth Management Group8,457$700K0.15%+64213F-HRTimeline
Farmers National Bank8,453$700K0.16%+16913F-HRTimeline
SkyOak Wealth, LLC8,386$695K0.12%+85613F-HRTimeline
Mezzasalma Advisors, LLC8,330$690K0.17%+57613F-HRTimeline
Sierra Capital LLC8,285$688K0.07%013F-HRTimeline
Oliver Luxxe Assets LLC8,293$687K0.1%-3,98313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …8,213$680K0.01%+1,08313F-HRTimelineGroup
BARRETT & COMPANY, INC.8,194$679K0.23%013F-HRTimeline
Prosperity Consulting Group, LLC8,193$679K0.03%+1,76313F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT8,157$676K0.04%new13F-HRTimeline
Valeo Financial Advisors, LLC8,086$670K0.01%+16313F-HRTimeline
Glen Eagle Advisors, LLC8,085$670K0.09%-2,96713F-HRTimeline
Capital Investment Advisory Services, L…8,014$664K0.05%-16813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC7,999$662K0.11%-1,04013F-HRTimeline
Lexington Hill Partners, LLC7,995$662K0.5%13F-HRTimeline
TFB Advisors LLC7,962$659K0.18%-28213F-HRTimeline
MASECO LLP7,922$656K0.03%new13F-HRTimeline
FLP Wealth Management, LLC7,912$655K1.55%+27713F-HR/ATimeline
Spectrum Planning & Advisory Services I…7,903$655K0.34%new13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.7,819$648K0.25%-85013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…7,740$641K0.01%new13F-HRTimelineGroup
F/m Investments LLC7,730$640K0.02%013F-HRTimeline
Stordahl Capital Management, Inc.7,729$640K0.13%-46013F-HRTimeline
Bond & Devick Financial Network, Inc.7,708$638K0.18%+1,58113F-HRTimeline
KDT Advisors, LLC7,685$636K0.89%-2,29513F-HRTimeline
Western Wealth Management, LLC7,622$631K0.03%new13F-HRTimeline
Auxano Advisors, LLC7,621$631K0.12%-58813F-HRTimeline
Palumbo Wealth Management LLC7,590$629K0.16%-114,65613F-HRTimeline
Purus Wealth Management, LLC7,541$625K0.19%+713F-HRTimeline
AlphaCore Capital LLC7,526$623K0.01%+7,20013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC7,515$622K<0.01%-43,49313F-HRTimelineGroup
Spectrum Asset Management, Inc. (NB/CA)7,500$621K0.21%new13F-HRTimeline
WAYSTONE ADVISORS LLC7,489$620K0.53%13F-HRTimeline
North Capital, Inc.7,485$620K0.53%-113F-HR/ATimeline
Canopy Partners, LLC7,466$618K0.2%+1,01813F-HRTimeline
Azimuth Capital Investment Management L…7,388$612K0.02%+38513F-HRTimeline
Tanglewood Wealth Management, Inc.7,374$611K0.06%+2,51913F-HRTimeline
FIDUCIENT ADVISORS LLC7,374$611K0.08%-21213F-HRTimeline
BLALOCK WILLIAMS, LLC7,360$610K0.49%+38213F-HRTimeline
CALTON & ASSOCIATES, INC.7,327$607K0.09%+55013F-HRTimeline
Baker Ellis Asset Management LLC7,326$607K0.07%+20013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,303$605K0.1%-26313F-HRTimeline
Second Line Capital, LLC7,240$600K0.12%+4,13113F-HRTimeline
WESBANCO BANK INC7,230$599K0.02%-82913F-HRTimeline
Rodgers Brothers Inc.7,200$596K0.07%013F-HRTimeline
PRIVATE TRUST CO NA7,184$595K0.05%-3,32113F-HRTimeline
Addison Capital Co7,170$594K0.15%-1,57913F-HRTimeline
Principia Wealth Advisory, LLC7,138$591K0.37%-11,86413F-HRTimeline
One Capital Management, LLC7,115$589K0.02%013F-HRTimeline
Dorsey & Whitney Trust CO LLC7,037$583K0.03%013F-HRTimeline
DMC Group, LLC7,008$580K0.39%-1,69113F-HRTimeline
A. D. Beadell Investment Counsel, Inc.6,980$578K0.38%-17713F-HRTimeline
Ewing Morris & Co. Investment Partners …6,892$578K0.25%-41313F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC6,836$566K0.12%+75513F-HRTimeline
Biltmore Wealth Management, LLC6,806$564K0.21%-75913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,795$563K0.03%+4,17613F-HRTimelineGroup
Harbour Capital Advisors, LLC6,770$561K0.11%+1,15013F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…6,744$559K0.04%013F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.6,738$558K0.06%-47313F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC6,734$558K0.03%013F-HRTimeline
Sunburst Financial Group, LLC6,717$556K0.11%new13F-HRTimeline
Blue Trust, Inc.6,705$555K0.01%+4,16013F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC6,679$553K0.2%+11713F-HRTimeline
Noble Wealth Management PBC6,666$552K0.28%-2,32513F-HRTimeline
MONECO ADVISORS, LLC6,651$551K0.04%-20913F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…6,639$550K<0.01%-60013F-HRTimeline
Pinnacle Wealth Management Group, Inc.6,602$547K0.27%-81013F-HRTimeline
17 CAPITAL PARTNERS, LLC6,579$545K0.28%new13F-HRTimeline
WEBSTER BANK, N. A.6,516$540K0.05%+3,96013F-HRTimeline
Weaver Consulting Group6,507$539K0.13%-41113F-HRTimeline
Castleview Partners, LLC6,440$533K0.26%-56313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,427$532K0.04%-18,81413F-HRTimeline
Raab & Moskowitz Asset Management LLC6,399$530K0.12%-5513F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,394$530K0.07%+1,81113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,393$529K0.03%+67513F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC6,386$529K0.46%13F-HRTimeline
White Pine Investment CO6,323$524K0.12%-55,51413F-HRTimeline
Prime Capital Investment Advisors, LLC6,305$522K0.01%-2,36113F-HRTimeline
Capital Asset Advisory Services LLC6,295$522K0.02%+34013F-HRTimeline
180 WEALTH ADVISORS, LLC6,293$521K0.06%-8913F-HRTimeline
Bay Rivers Group6,283$520K0.21%+40513F-HRTimeline
Diversified Portfolios, Inc.6,245$517K0.04%+75413F-HRTimeline
MGO ONE SEVEN LLC6,243$517K0.01%+56213F-HRTimeline
Montecito Bank & Trust6,223$515K0.08%013F-HRTimeline
Gateway Wealth Partners, LLC6,213$515K0.06%-64413F-HRTimeline
Live Oak Private Wealth LLC6,184$512K0.07%+4413F-HRTimeline
INGALLS & SNYDER LLC6,175$511K0.02%new13F-HRTimeline
Beverly Hills Private Wealth, LLC6,152$509K0.09%013F-HR/ATimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,145$509K<0.01%013F-HRTimelineGroup
Global View Capital Management LLC6,132$508K0.09%+2,41013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES6,091$504K0.19%013F-HRTimeline
Clearwater Capital Advisors, LLC6,070$503K0.04%-3,73213F-HRTimeline
HFG Wealth Management, LLC6,065$502K0.28%-4,45413F-HRTimeline
Scharf Investments, LLC6,063$502K0.01%+64013F-HRTimeline
PCG Wealth Advisors, LLC6,055$502K0.14%+1,17313F-HRTimeline
Fonville Wealth Management LLC6,053$501K0.1%-19213F-HRTimeline
Horizon Family Wealth, Inc.5,964$494K0.26%+16713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,959$493K0.05%+1,58313F-HRTimeline
Pasadena Private Wealth, LLC5,926$491K0.07%+1,70613F-HRTimeline
Vantage Financial Partners, LLC5,915$490K0.1%-30113F-HRTimeline
Rollins Financial Advisors, LLC5,888$488K0.07%+2,76413F-HRTimeline
Beirne Wealth Consulting Services, LLC5,885$487K0.14%013F-HRTimeline