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Disclosery

SHY ISHARES TR

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COM (fund)

1,160 managers (1,174 13F filers) reported a position in SHY shares at 2024-12-31, 226,197,065 shares in all. 87 filers opened a position and 83 filers sold out during the quarter.

Managers
1,160
13F filers
1,174
New
87
Added
423
Reduced
425
Sold out
83
Shares held by filers
226,197,065

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Clearstead Trust, LLC5,106$419K0.09%+79813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,104$418K0.01%+2,19613F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,100$418K0.22%013F-HRTimeline
HANCOCK WHITNEY CORP5,071$416K0.01%-2313F-HRTimeline
Robertson Stephens Wealth Management, L…5,062$415K0.01%new13F-HRTimeline
AMG National Trust Bank5,050$414K0.01%+60013F-HRTimeline
Cordgrass Capital Advisors, LLC5,027$412K0.12%-15113F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH5,000$410K0.11%013F-HRTimeline
Aegis Wealth Management LLC4,994$409K0.28%13F-HRTimeline
Resonant Capital Advisors, LLC4,987$409K0.03%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC4,983$409K0.02%013F-HRTimeline
Verdence Capital Advisors LLC4,975$408K0.03%+6013F-HRTimeline
WealthPlan Investment Management, LLC4,931$404K0.04%013F-HRTimeline
POSTROCK PARTNERS LLC4,926$404K0.2%13F-HRTimeline
Joseph P. Lucia & Associates, LLC4,918$403K0.18%-3213F-HRTimeline
Breakwater Capital Group4,816$395K0.08%-1,33913F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4,810$394K0.03%new13F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC4,783$392K0.08%new13F-HRTimeline
CADINHA & CO LLC4,781$392K0.07%-55813F-HRTimeline
Axis Wealth Partners, LLC4,779$392K0.33%13F-HRTimeline
Horizon Family Wealth, Inc.4,775$391K0.26%-2,33313F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…4,775$391K0.07%013F-HRTimelineGroup
Heritage Wealth Partners, LLC4,767$391K0.49%-2813F-HRTimeline
Cushing Capital Partners, LLC4,765$391K0.38%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4,765$391K0.18%+1,04213F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,756$390K0.01%-22513F-HRTimeline
Quartz Partners, LLC4,675$383K0.23%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.4,671$383K0.2%-7413F-HRTimeline
Windward Private Wealth Management Inc.4,661$382K0.15%-10713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,645$381K0.09%+3713F-HRTimelineGroup
Whalen Wealth Management Inc.4,641$380K0.26%-345,85713F-HRTimeline
Capital Investment Advisory Services, L…4,641$380K0.04%+413F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC4,583$376K0.06%013F-HRTimeline
WMS Partners, LLC4,583$376K0.02%+813F-HRTimeline
Kovack Advisors, Inc.4,583$376K0.04%-1,39113F-HRTimeline
Central Pacific Bank - Trust Division4,573$375K0.05%-11,90713F-HRTimeline
BOKF, NAin group BOKF, NA4,578$375K0.01%-15013F-HRTimelineGroup
Asset Management Group, Inc.4,568$374K0.07%-52913F-HRTimeline
Inman Jager Wealth Management, LLC4,565$374K0.29%13F-HRTimeline
United Community Bankin group United Community Bank4,555$373K0.15%-1,68013F-HRTimelineGroup
NAPA WEALTH MANAGEMENT4,545$373K0.16%-5,56213F-HRTimeline
Sunbeam Capital Management, LLC4,535$372K0.35%13F-HR/ATimeline
TILIA FIDUCIARY PARTNERS, INC.4,516$370K0.25%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP4,486$368K0.03%-16313F-HRTimeline
SteelPeak Wealth, LLC4,485$368K0.02%+88413F-HRTimeline
Southeast Asset Advisors, LLC4,424$363K0.04%-83813F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC4,424$363K0.09%new13F-HRTimeline
MN Wealth Advisors, LLC4,413$362K0.2%+5913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,402$361K0.05%-1,29813F-HRTimeline
Wernau Asset Management Inc.4,395$360K0.35%13F-HRTimeline
Kraft, Davis & Associates, LLC4,394$360K0.1%+3813F-HRTimeline
WNY Asset Management, LLC4,380$359K0.04%-3,07313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,357$357K0.01%+97313F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD4,288$357K0.02%013F-HRTimeline
Finley Financial, LLC4,345$357K0.19%13F-HRTimeline
Hilton Capital Management, LLC4,341$356K0.03%-49513F-HRTimeline
Columbus Macro, LLC4,285$351K0.05%+94813F-HRTimeline
Retirement Planning Group, LLC4,283$351K0.02%new13F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC4,275$350K0.55%013F-HRTimeline
My Legacy Advisors, LLC4,267$350K0.14%-37413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC4,257$349K0.18%-33113F-HRTimelineGroup
Stanley-Laman Group, Ltd.4,252$349K0.05%+89113F-HRTimeline
North Star Investment Management Corp.4,252$349K0.02%-39513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,242$348K0.03%new13F-HRTimelineGroup
Icon Wealth Advisors, LLC4,243$348K0.03%+2,70313F-HRTimeline
Sunbelt Securities, Inc.4,216$345K0.03%-61713F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.4,209$345K<0.01%013F-HRTimelineGroup
Bremer Bank National Association4,208$345K0.07%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,207$345K0.04%-70113F-HRTimeline
Avidian Wealth Enterprises, LLC4,199$344K0.02%-20313F-HRTimeline
NOVEM GROUP4,176$342K0.05%13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,173$342K0.02%+11513F-HRTimelineGroup
MCDONALD PARTNERS LLC4,156$341K0.09%013F-HRTimeline
HB Wealth Management, LLC4,123$338K<0.01%+62313F-HRTimeline
Strategies Wealth Advisors, LLC4,114$337K0.04%-19,92113F-HRTimeline
Lion Street Advisors, LLC4,098$336K0.11%-413F-HRTimeline
Strategic Blueprint, LLC4,095$336K0.02%+78813F-HRTimeline
LEIGH BALDWIN & CO., LLC4,075$334K0.28%13F-HR/ATimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…4,073$334K0.13%-43113F-HRTimelineGroup
EVOKE WEALTH, LLC4,069$334K0.01%+1,35513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,041$331K0.01%+5313F-HRTimeline
Arax Advisory Partners4,025$330K0.02%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…3,996$328K0.08%+35813F-HRTimeline
Summit Financial, LLC3,943$323K0.01%-2,14713F-HRTimeline
Trivium Point Advisory, LLC3,941$323K0.04%+1,02713F-HRTimeline
Able Wealth Management LLC3,915$321K0.21%-20213F-HRTimeline
MESIROW FINANCIAL INVESTMENT MANAGEMENT…3,914$321K0.33%013F-HRTimeline
Centurion Wealth Management LLC3,905$320K0.1%-13413F-HRTimeline
M. Kulyk & Associates, LLC3,897$319K0.07%+9913F-HRTimeline
Blue Trust, Inc.3,877$318K<0.01%-2,04713F-HR/ATimeline
Oak Wealth Advisors LLC3,850$316K0.24%13F-HRTimeline
ETF Store, Inc.3,848$315K0.39%-1,13913F-HRTimeline
Harbour Capital Advisors, LLC3,840$315K0.07%new13F-HRTimeline
Cornerstone Wealth Group, LLC3,834$314K0.03%+27113F-HRTimeline
Fonville Wealth Management LLC3,809$312K0.1%+36413F-HRTimeline
FAIRFIELD, BUSH & CO.3,800$312K0.18%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,775$309K0.02%-50213F-HRTimeline
SONATA CAPITAL GROUP INC3,770$309K0.13%+713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC3,750$307K0.14%+1,00013F-HRTimeline
Beacon Financial Advisory LLC3,745$307K0.1%+90113F-HRTimeline
LOWERY THOMAS, LLC3,736$306K0.2%new13F-HRTimeline
PROMETHIUM ADVISORS,LLC3,702$303K0.21%013F-HRTimeline
Argent Trust Co3,701$303K0.01%013F-HRTimeline
Hamilton Wealth, LLC3,690$303K0.07%-42,34113F-HRTimeline
BALLAST ADVISORS LLC3,686$302K0.09%-85113F-HRTimeline
Idaho Trust Co3,676$301K0.15%-8,61113F-HRTimeline
LCNB CORP3,669$301K0.11%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC3,660$300K0.04%-2,49013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,612$296K0.02%new13F-HRTimelineGroup
TPG Advisors LLC3,607$296K0.23%013F-HRTimeline
Glass Jacobson Investment Advisors llc3,604$295K0.1%-18613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRUDENTIAL PLCin group PRUDENTIAL PLC3,600$295K<0.01%new13F-HRTimelineGroup
ARBOR TRUST WEALTH ADVISORS, LLC3,586$294K0.14%-20513F-HRTimeline
J2 Capital Management Inc3,567$292K0.27%13F-HRTimeline
Arkos Global Advisors3,527$289K0.04%-50013F-HRTimeline
Hexagon Capital Partners LLC3,517$288K0.05%-7013F-HRTimeline
JDH Wealth Management, LLC3,510$288K0.25%13F-HRTimeline
Autumn Glory Partners, LLC3,497$287K0.14%-52013F-HRTimeline
Anchor Pointe Wealth Management, LLC3,474$285K0.37%13F-HRTimeline
Trilogy Capital Inc.3,448$283K0.01%-84813F-HRTimeline
Invst, LLC3,415$280K0.03%new13F-HRTimeline
RTD Financial Advisors, Inc.3,399$279K0.04%+42413F-HRTimeline
Tempus Wealth Planning, LLC3,363$276K0.08%013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC3,354$275K0.2%-2,09113F-HRTimeline
GK Wealth Management LLC3,350$275K0.35%13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,341$274K0.01%new13F-HRTimelineGroup
Destination Wealth Management3,325$273K0.01%new13F-HRTimeline
WEALTH EFFECTS LLC3,310$271K0.1%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,309$271K0.01%13F-HRTimeline
American Trust3,298$270K0.02%new13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC3,291$270K0.07%new13F-HRTimeline
Hudson Capital Management LLC3,276$269K0.08%-6613F-HRTimeline
Sovran Advisors, LLC3,279$268K0.04%13F-HRTimeline
Ridgewood Investments LLC3,267$268K0.13%+77513F-HRTimeline
Sugarloaf Wealth Management, LLC3,253$267K0.05%-33413F-HRTimeline
AllSquare Wealth Management LLC3,250$266K0.15%013F-HRTimeline
1834 INVESTMENT ADVISORS CO3,234$265K0.03%+17413F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp3,226$264K0.03%013F-HRTimelineGroup
Sollinda Capital Management LLC3,211$263K0.07%013F-HRTimeline
Chicago Wealth Management, Inc.3,187$261K0.14%-39213F-HRTimeline
NAPATREE CAPITAL LLC3,176$260K0.15%013F-HRTimeline
Seed Wealth Management, Inc.3,170$260K0.21%new13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,136$257K0.01%-55513F-HRTimelineGroup
GFS Advisors, LLC3,121$256K0.04%+12113F-HRTimeline
Valmark Advisers, Inc.3,111$255K<0.01%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,101$254K0.1%new13F-HRTimeline
Beaumont Financial Advisors, LLC3,087$253K0.02%+11913F-HRTimeline
Cynosure Group, LLC3,066$251K0.04%013F-HRTimeline
Leo Wealth, LLC3,058$251K0.02%new13F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT3,050$250K0.02%+17213F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,000$246K0.02%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,999$246K0.11%-18613F-HRTimeline
Legacy Private Trust Co.2,981$244K0.02%-49313F-HRTimeline
HBW ADVISORY SERVICES LLC2,980$244K0.03%+2513F-HRTimeline
TruWealth Advisors, LLC2,970$243K0.01%-50413F-HRTimeline
Pinion Investment Advisors, LLC2,909$238K0.09%new13F-HRTimeline
Disciplined Investments, LLC2,900$238K0.12%-1,05413F-HRTimeline
Composition Wealth, LLC2,863$235K<0.01%+113F-HRTimeline
Moors & Cabot, Inc.2,861$235K0.01%-5,31013F-HRTimeline
Mission Creek Capital Partners, Inc.2,854$234K0.05%-23713F-HRTimeline
Bragg Financial Advisors, Inc2,853$234K0.01%-5013F-HRTimeline
Davis Wealth Advisors, LLC2,811$230K0.25%13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,809$230K0.01%-38713F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC2,803$230K0.06%013F-HRTimelineGroup
Narus Financial Partners, LLC2,789$229K0.08%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,765$227K<0.01%-237,50413F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co2,759$226K0.01%-1,60813F-HRTimeline
Lewis Asset Management, LLC2,749$225K0.17%+23013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,736$224K0.01%-41613F-HRTimelineGroup
FIRST WILSHIRE SECURITIES MANAGEMENT INC2,729$224K0.06%new13F-HRTimeline
Willow Creek Wealth Management Inc.2,731$224K0.02%-80613F-HRTimeline
AssuredPartners Investment Advisors, LLC2,724$223K0.04%13F-HRTimeline
Fortitude Advisory Group L.L.C.2,699$221K0.13%+24113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,692$221K0.04%+6913F-HRTimeline
Sovereign Financial Group, Inc.2,671$219K0.05%-92913F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC2,653$217K0.1%-1,53713F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P2,653$217K<0.01%new13F-HRTimelineGroup
Rollins Financial Advisors, LLC2,638$216K0.03%013F-HRTimeline
Center For Asset Management LLC2,636$216K0.14%+14513F-HRTimeline
Patriot Financial Group Insurance Agenc…2,635$216K0.03%-8113F-HRTimeline
Canopy Partners, LLC2,594$213K0.08%new13F-HRTimeline
Navis Wealth Advisors, LLC2,588$212K0.23%-24213F-HRTimeline
Ewing Morris & Co. Investment Partners …2,574$211K0.07%new13F-HRTimeline
Tyche Wealth Partners LLC2,559$210K0.04%013F-HRTimeline
NWF Advisory Services Inc.2,556$210K0.03%new13F-HRTimeline
TABLEAUX LLC2,555$209K0.17%13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,543$208K0.01%+3413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,525$207K0.04%013F-HRTimeline
BIP Wealth, LLC2,509$206K0.01%new13F-HRTimeline
High Net Worth Advisory Group LLC2,500$205K0.06%-50013F-HRTimeline
EP Wealth Advisors, LLC2,485$204K<0.01%+49413F-HRTimeline
Mandatum Life Insurance Co Ltd2,470$202K0.06%013F-HRTimeline
MERIDIAN MANAGEMENT CO2,465$202K0.05%013F-HRTimeline
Park Square Financial Group, LLC2,455$201K0.14%13F-HRTimeline
Gray Wealth Management Inc.2,451$201K0.08%-23513F-HRTimeline
SHAKER INVESTMENTS LLC/OH2,449$201K0.08%-12113F-HRTimeline
Crewe Advisors LLC2,448$201K0.03%-1,27013F-HRTimeline
Harvest Investment Services, LLC2,444$200K0.05%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,440$200K0.01%new13F-HRTimeline
Aventura Private Wealth, LLC2,383$195K0.11%13F-HRTimeline