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Disclosery

SHY ISHARES TR

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COM (fund)

1,200 managers (1,217 13F filers) reported a position in SHY shares at 2026-06-30, 247,094,244 shares in all. 85 filers opened a position and 92 filers sold out during the quarter.

Managers
1,200
13F filers
1,217
New
85
Added
508
Reduced
441
Sold out
92
Shares held by filers
247,094,244

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Scharf Investments, LLC6,108$502K0.02%+2713F-HRTimeline
Rossby Financial, LCC6,108$502K0.09%+1,68413F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC6,106$501K0.22%-12613F-HRTimeline
Golden State Wealth Management, LLC6,101$501K0.05%+1,67313F-HRTimeline
Values First Advisors, Inc.6,096$501K0.23%-83,31013F-HR/ATimeline
RETIREMENT CAPITAL STRATEGIES6,091$500K0.17%013F-HRTimeline
Farmers National Bank6,081$499K0.1%-1,41813F-HRTimeline
Merited Wealth, LLC6,048$497K0.35%-4,03813F-HRTimeline
Pekin Hardy Strauss, Inc.5,980$491K0.04%+97013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,917$486K0.03%-47613F-HRTimeline
Diversified Portfolios, Inc.5,910$485K0.04%-36113F-HRTimeline
Financial Engines Advisors L.L.C.5,882$483K<0.01%-8,60713F-HRTimeline
Horizon Family Wealth, Inc.5,880$483K0.22%+59113F-HRTimeline
Trust Co5,856$481K0.04%013F-HRTimeline
Retirement Planning Group, LLC5,831$479K0.01%-2,59313F-HRTimeline
Brickley Wealth Management5,804$477K0.07%+29713F-HRTimeline
PFG Advisors5,791$475K0.02%-2,58313F-HRTimeline
BARR E S & CO5,775$474K0.03%013F-HRTimeline
Secure Asset Management, LLC5,675$466K0.07%+1,25413F-HRTimeline
Weaver Consulting Group5,672$466K0.1%-75513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.5,657$465K0.05%+413F-HRTimeline
HFG Wealth Management, LLC5,649$464K0.47%-18713F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC5,643$463K0.16%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,641$463K0.11%013F-HRTimelineGroup
Csenge Advisory Group5,629$462K0.02%+86313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,610$461K<0.01%+11513F-HRTimelineGroup
Cherry Tree Wealth Management, LLC5,541$455K0.09%-24313F-HRTimeline
Biltmore Wealth Management, LLC5,484$450K0.14%-98213F-HRTimeline
Raab & Moskowitz Asset Management LLC5,444$447K0.09%-88113F-HRTimeline
Avidian Wealth Enterprises, LLC5,402$444K0.01%-313F-HRTimeline
FCA CORP /TX5,400$443K0.11%new13F-HRTimeline
Southeast Asset Advisors, LLC5,380$442K0.04%+1,73213F-HRTimeline
Twele Capital Management, Inc.5,356$440K0.07%+26313F-HRTimeline
Magnus Financial Group LLC5,334$438K0.03%-43313F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,320$437K0.02%-2613F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…5,298$435K0.01%new13F-HRTimelineGroup
Fonville Wealth Management LLC5,295$435K0.07%-25513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5,234$430K0.04%+1,09413F-HRTimelineGroup
POSTROCK PARTNERS LLC5,192$426K0.17%013F-HRTimeline
KELLY FINANCIAL GROUP LLC5,188$426K0.09%-22713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.5,177$425K0.16%-31113F-HRTimeline
Portside Wealth Group, LLC5,166$424K0.05%+2,01813F-HRTimeline
Triad Wealth Partners, LLC5,118$418K0.02%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT5,092$418K0.08%+1,00813F-HRTimeline
North Star Investment Management Corp.5,071$416K0.02%-9813F-HRTimeline
SIGNATUREFD, LLC5,035$413K0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH5,000$411K0.11%013F-HRTimeline
NORTH DALLAS BANK & TRUST CO5,000$411K0.24%+2,00013F-HRTimeline
TCP Asset Management, LLC4,952$407K0.05%-90013F-HRTimeline
WNY Asset Management, LLC4,923$404K0.04%+94213F-HRTimeline
American Trust4,901$402K0.03%+3413F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding4,888$401K-671,000Timeline
Pacific Center for Financial Services4,880$401K0.09%+2,44113F-HRTimeline
Inman Jager Wealth Management, LLC4,871$400K0.21%013F-HRTimeline
LEE DANNER & BASS INC4,865$399K0.02%013F-HRTimeline
Omnia Family Wealth, LLC4,844$398K0.11%-50813F-HRTimeline
Tradewinds, LLC.1,664$395K0.09%new13F-HRTimeline
Columbia Bank4,809$395K0.09%+1,09513F-HRTimeline
Range Financial Group LLC4,790$393K0.11%+1,26313F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…4,775$392K0.05%013F-HRTimelineGroup
Alternative Investment Advisors, LLC.4,769$392K0.15%-56013F-HRTimeline
Argent Trust Co4,762$391K0.01%+1,20513F-HRTimeline
Eagle Strategies LLC4,758$391K0.04%+36813F-HRTimeline
Asset Management Group, Inc.4,741$389K0.06%+4213F-HRTimeline
TrueWealth Advisors, LLC4,685$385K0.09%-113F-HRTimeline
Stanley-Laman Group, Ltd.4,637$381K0.04%-14013F-HRTimeline
Resonant Capital Advisors, LLC4,635$381K0.02%013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC4,578$376K0.16%-8013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,545$374K<0.01%-6,40813F-HRTimelineGroup
PRIVATE TRUST CO NA4,551$374K0.03%-1,34513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,550$374K0.14%+38513F-HRTimeline
American Institute for Advanced Investm…4,530$372K0.21%+1,20013F-HRTimeline
BANQUE PICTET & CIE SA4,528$372K<0.01%013F-HRTimeline
Wellspring Financial Advisors, LLC141,522$371K0.02%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,520$371K<0.01%new13F-HRTimelineGroup
Kesler, Norman & Wride, LLC4,519$371K0.06%+8513F-HRTimeline
Prime Capital Investment Advisors, LLC4,484$368K<0.01%-1,17813F-HRTimeline
CVA Family Office, LLC4,481$368K0.03%+41213F-HRTimeline
Avestar Capital, LLC4,413$362K0.02%+28913F-HRTimeline
Forum Private Client Group LLC4,401$361K0.11%-4013F-HRTimeline
Pathway Financial Advisors LLC4,400$361K0.04%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,354$358K0.11%+49213F-HRTimelineGroup
Juno Financial Group LLC4,341$356K0.13%+3813F-HRTimeline
NOVEM GROUP4,338$356K0.04%+3713F-HRTimeline
PRAIRIE ADVISORY, LLC4,327$355K0.09%13F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC4,300$353K0.04%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,274$351K0.02%+44413F-HRTimelineGroup
GK Wealth Management LLC4,220$346K0.21%new13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC4,223$346K0.12%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.4,209$346K<0.01%-45,35213F-HRTimelineGroup
Wernau Asset Management Inc.4,207$345K0.33%+11513F-HRTimeline
Icon Wealth Advisors, LLC4,203$345K0.02%-1,00813F-HRTimeline
Seed Wealth Management, Inc.4,200$345K0.22%+30513F-HRTimeline
Clearstead Trust, LLC4,197$345K0.05%-813F-HRTimeline
MGO ONE SEVEN LLC4,195$344K0.01%-70,77013F-HRTimeline
Legacy Capital Wealth Partners, LLC4,171$342K0.07%-57413F-HRTimeline
Equity Wealth Partners, LLC4,171$342K0.12%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC4,156$341K0.1%-7413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC4,150$341K0.12%013F-HRTimeline
Parvin Asset Management, LLC4,150$341K0.27%013F-HRTimeline
Noble Wealth Management PBC4,149$341K0.16%-1,24413F-HRTimeline
Dorsey & Whitney Trust CO LLC4,138$340K0.02%-1,11513F-HRTimeline
Sovereign Financial Group, Inc.4,128$339K0.05%+3913F-HRTimeline
Core Wealth Partners LLC4,095$336K0.14%+8413F-HRTimeline
NorthRock Partners, LLC4,087$336K<0.01%-15613F-HRTimeline
WEALTH EFFECTS LLC4,067$334K0.09%+37013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,989$328K0.01%+1,38513F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…3,914$321K<0.01%013F-HRTimelineGroup
Independent Advisor Alliance3,884$319K0.01%-44,41613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,840$315K0.02%-15713F-HRTimelineGroup
Cheviot Value Management, LLC3,837$315K0.03%-41413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …3,842$315K0.03%-36,15813F-HRTimelineGroup
M. Kulyk & Associates, LLC3,831$315K0.05%+21213F-HRTimeline
Windward Private Wealth Management Inc.3,813$313K0.1%+1313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,781$310K<0.01%-67213F-HRTimeline
Net Worth Advisory Group3,780$310K0.08%-131,81813F-HRTimeline
DeDora Capital, Inc.3,779$310K0.07%-1,21513F-HRTimeline
Crewe Advisors LLC3,774$310K0.02%+1,38013F-HRTimeline
Tyche Wealth Partners LLC3,755$308K0.04%-3213F-HRTimeline
Tempus Wealth Planning, LLC3,742$307K0.06%-13813F-HRTimeline
IFC & Insurance Marketing, Inc.3,739$307K0.27%+19013F-HRTimeline
Wingate Wealth Advisors, Inc.3,730$306K0.13%+1,29313F-HRTimeline
Quartz Partners, LLC3,706$304K0.1%-48513F-HRTimeline
FAIRFIELD, BUSH & CO.3,700$304K0.15%-10013F-HRTimeline
WHITTIER TRUST CO3,693$303K<0.01%013F-HRTimeline
Marble Harbor Investment Counsel, LLC3,685$303K0.03%+51313F-HRTimeline
TBH Global Asset Management, LLC3,661$301K0.06%new13F-HRTimeline
Claro Advisors Inc.3,647$299K0.03%new13F-HRTimeline
FORTEM FINANCIAL GROUP, LLC3,640$299K0.06%-52513F-HRTimeline
OAK ASSOCIATES LTD /OH/3,630$298K0.02%013F-HRTimeline
SAX WEALTH ADVISORS, LLC3,592$297K0.01%+45413F-HRTimeline
Chicago Partners Investment Group LLC3,622$296K0.01%-1,52713F-HRTimeline
TPG Advisors LLC3,607$296K0.16%013F-HRTimeline
Wallace Advisory Group, LLC3,599$296K0.28%new13F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC3,586$294K0.12%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,582$294K0.01%+10613F-HRTimeline
Pinion Investment Advisors, LLC3,571$293K0.06%+85813F-HRTimeline
LCNB CORP3,565$293K0.09%013F-HRTimeline
CADINHA & CO LLC3,564$293K0.04%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,538$291K0.03%new13F-HRTimeline
ETF Store, Inc.3,531$290K0.24%+9113F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,517$289K0.08%-4713F-HRTimeline
Occidental Asset Management, LLC3,497$287K0.03%-24013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV3,477$286K0.01%-2,37513F-HRTimeline
Castleview Partners, LLC3,438$282K0.12%-2,14513F-HRTimeline
Elmwood Wealth Management, Inc.3,434$282K0.07%-11013F-HRTimeline
HANOVER ADVISORS INC3,418$281K0.1%013F-HRTimeline
Independence Wealth Advisors, LLC3,411$280K0.14%-68113F-HRTimeline
Harbour Capital Advisors, LLC3,420$280K0.05%-1,32513F-HRTimeline
Financial Solutions Advisory Group, Inc.3,400$278K0.04%013F-HRTimeline
Wealthquest Corp3,387$278K0.02%+33313F-HRTimeline
Measured Wealth Private Client Group, L…3,376$277K0.07%-6,91413F-HRTimeline
BridgePort Financial Solutions, LLC3,361$276K0.07%013F-HRTimeline
Global View Capital Management LLC3,353$275K0.06%-2,57813F-HRTimeline
HOWE & RUSLING INC3,318$272K0.02%+3,31713F-HRTimeline
Trajan Wealth LLC3,283$270K0.01%-18813F-HRTimeline
Joel Isaacson & Co., LLC3,275$269K0.01%-58913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,280$269K0.02%-21313F-HRTimeline
Smith Thornton Advisors LLC3,281$268K0.12%013F-HRTimeline
Bluespring Wealth Management, LLC3,263$268K0.01%new13F-HRTimeline
Darrow Company, Inc.3,244$266K0.1%+9213F-HRTimeline
Arkos Global Advisors3,245$266K0.03%-16213F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.3,177$260K0.17%-1,11013F-HRTimeline
Veracity Capital LLC3,146$258K0.07%-49213F-HRTimeline
Etesian Wealth Advisors, Inc.3,132$257K0.08%-2513F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.3,134$257K0.08%+613F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,121$256K0.03%new13F-HRTimeline
Beacon Financial Advisory LLC3,119$256K0.05%-113F-HRTimeline
Patriot Financial Group Insurance Agenc…3,098$254K0.03%-2,04213F-HRTimeline
Wright Wealth LLC3,092$254K0.15%new13F-HRTimeline
EP Wealth Advisors, LLC3,077$253K<0.01%new13F-HRTimeline
Rollins Financial Advisors, LLC3,067$252K0.03%-1,55413F-HRTimeline
Cynosure Group, LLC3,066$252K0.04%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,063$252K0.02%-42913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,057$251K0.02%013F-HRTimelineGroup
Powerhouse Assets LLC3,046$250K0.2%-13413F-HRTimeline
Autumn Glory Partners, LLC3,042$250K0.07%-2013F-HRTimeline
1492 Capital Management LLC3,031$249K0.07%-3213F-HRTimeline
Encompass More Asset Management3,030$249K0.04%new13F-HRTimeline
Beverly Hills Private Wealth, LLC3,014$247K0.05%-42513F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,000$246K0.02%013F-HRTimeline
HBW ADVISORY SERVICES LLC2,998$246K0.02%new13F-HRTimeline
J2 Capital Management Inc2,970$244K0.16%013F-HRTimeline
SWP FINANCIAL LLC2,963$243K0.11%-92313F-HRTimeline
ESL Trust Services, LLC2,955$243K0.04%-10513F-HRTimeline
Central Pacific Bank - Trust Division2,920$240K0.02%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.2,915$239K0.03%+5413F-HRTimeline
BIP Wealth, LLC2,907$239K0.01%-4913F-HRTimeline
DUTCH ASSET Corp2,884$237K0.12%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,868$235K0.01%+10513F-HRTimelineGroup
AMERIFLEX GROUP, INC.2,855$234K0.1%+17013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,842$233K0.03%+2913F-HRTimeline
Mission Creek Capital Partners, Inc.2,838$233K0.04%013F-HRTimeline
PCG Wealth Advisors, LLC2,833$233K0.05%-2,97513F-HRTimeline
Fortis Group Advisors, LLC2,833$233K0.04%-15913F-HRTimeline
Centurion Wealth Management LLC2,813$231K0.06%-7113F-HRTimeline
BALLAST ADVISORS LLC2,783$228K0.05%013F-HRTimeline
Bragg Financial Advisors, Inc2,736$225K0.01%-2713F-HRTimeline
Global Assets Advisory, LLC2,744$225K0.05%-88613F-HRTimeline
Beaumont Financial Advisors, LLC2,731$224K0.01%new13F-HRTimeline