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Disclosery

SHY ISHARES TR

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COM (fund)

1,157 managers (1,173 13F filers) reported a position in SHY shares at 2025-03-31, 218,913,888 shares in all. 87 filers opened a position and 79 filers sold out during the quarter.

Managers
1,157
13F filers
1,173
New
87
Added
442
Reduced
469
Sold out
79
Shares held by filers
218,913,888

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HANCOCK WHITNEY CORP5,035$417K0.01%-3613F-HRTimeline
Legacy Capital Wealth Partners, LLC5,025$416K0.1%-1,00413F-HRTimeline
Portside Wealth Group, LLC5,005$414K0.07%-2,14113F-HR/ATimeline
Joseph P. Lucia & Associates, LLC5,003$414K0.19%+8513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH5,000$414K0.13%013F-HRTimeline
Verdence Capital Advisors LLC4,992$413K0.03%+1713F-HRTimeline
IPG Investment Advisors LLC4,972$411K0.09%-65413F-HRTimeline
WHITTIER TRUST CO4,970$411K0.01%-42513F-HRTimeline
WealthPlan Investment Management, LLC4,931$408K0.04%013F-HRTimeline
TCP Asset Management, LLC4,930$408K0.09%-51713F-HRTimeline
POSTROCK PARTNERS LLC4,926$408K0.2%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,908$406K0.22%-30313F-HR/ATimeline
Bond & Devick Financial Network, Inc.4,907$406K0.15%-46713F-HRTimeline
Inman Jager Wealth Management, LLC4,871$403K0.3%+30613F-HRTimeline
Tanglewood Wealth Management, Inc.4,855$402K0.05%new13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…4,795$397K0.2%new13F-HRTimelineGroup
Occidental Asset Management, LLC4,791$396K0.06%-1,72113F-HRTimeline
Pasadena Private Wealth, LLC4,790$396K0.08%-94013F-HRTimeline
CADINHA & CO LLC4,781$396K0.08%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4,780$395K0.19%+1513F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…4,775$395K0.07%013F-HRTimelineGroup
Heritage Wealth Partners, LLC4,767$394K0.6%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC4,750$393K0.18%+1,00013F-HRTimeline
Oxbow Advisors, LLC4,689$388K0.04%-3,00713F-HRTimeline
Quartz Partners, LLC4,675$387K0.23%013F-HRTimeline
Bay Rivers Group4,663$386K0.2%-2,45713F-HRTimeline
Windward Private Wealth Management Inc.4,661$386K0.15%013F-HRTimeline
Resonant Capital Advisors, LLC4,635$383K0.03%-35213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.4,606$381K0.2%-6513F-HRTimeline
Asset Management Group, Inc.4,597$380K0.07%+2913F-HRTimeline
PINNACLE ASSOCIATES LTD4,594$380K0.01%-1,28313F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC4,583$379K0.07%013F-HRTimeline
United Community Bankin group United Community Bank4,555$377K0.14%013F-HRTimelineGroup
Summit Wealth Partners, LLC4,537$375K0.08%new13F-HRTimeline
Secure Asset Management, LLC4,502$372K0.08%-2,68013F-HRTimeline
Norris Financial Group, LLC4,482$371K0.17%new13F-HRTimeline
Trajan Wealth LLC4,472$370K0.02%-114,32413F-HRTimeline
Two West Capital Advisors LLC4,479$369K0.31%-3,46913F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC4,449$368K0.09%+2513F-HRTimeline
MN Wealth Advisors, LLC4,441$367K0.22%+2813F-HRTimeline
Southeast Asset Advisors, LLC4,424$366K0.04%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,410$365K0.01%-34613F-HRTimeline
BOKF, NAin group BOKF, NA4,407$365K0.01%-17113F-HRTimelineGroup
Columbus Macro, LLC4,367$361K0.05%+8213F-HRTimeline
Hilton Capital Management, LLC4,341$359K0.03%013F-HRTimeline
Retirement Planning Group, LLC4,302$356K0.02%+1913F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC4,283$354K0.18%+2613F-HRTimelineGroup
Stanley-Laman Group, Ltd.4,278$354K0.05%+2613F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC4,275$354K0.54%013F-HRTimeline
North Star Investment Management Corp.4,253$352K0.03%+113F-HRTimeline
Icon Wealth Advisors, LLC4,243$351K0.03%013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,232$350K0.02%+5913F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC4,223$349K0.2%-2,18013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,223$349K0.09%-42213F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.4,209$348K0.01%013F-HRTimelineGroup
Bremer Bank National Association4,208$348K0.06%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,202$348K0.04%-20013F-HRTimeline
Avidian Wealth Enterprises, LLC4,199$347K0.02%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC4,199$347K0.07%-58413F-HRTimeline
Hamilton Wealth, LLC4,180$346K0.08%+49013F-HRTimeline
MCDONALD PARTNERS LLC4,156$344K0.09%013F-HRTimeline
NOVEM GROUP4,147$343K0.05%-2913F-HRTimeline
Wernau Asset Management Inc.4,136$342K0.35%-25913F-HRTimeline
Fonville Wealth Management LLC4,126$342K0.1%+31713F-HRTimeline
AssuredPartners Investment Advisors, LLC4,073$337K0.07%+1,34913F-HRTimeline
Sunbelt Securities, Inc.4,038$334K0.03%-17813F-HRTimeline
Smith Thornton Advisors LLC4,036$334K0.21%-7,20313F-HRTimeline
NAPA WEALTH MANAGEMENT4,022$333K0.19%-52313F-HRTimeline
Lion Street Advisors, LLC4,001$331K0.11%-9713F-HRTimeline
New Capital Management LP4,000$331K0.09%-31,92413F-HRTimeline
Cordgrass Capital Advisors, LLC3,980$329K0.09%-1,04713F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…3,955$327K0.12%-11813F-HRTimelineGroup
M. Kulyk & Associates, LLC3,948$327K0.07%+5113F-HRTimeline
Verum Partners LLC3,935$326K0.09%-2,35213F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…3,914$324K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,880$321K0.01%+1,07113F-HRTimeline
Seed Wealth Management, Inc.3,870$320K0.26%+70013F-HRTimeline
Centurion Wealth Management LLC3,905$320K0.1%013F-HRTimeline
KM Capital Management Ltd.3,853$319K0.17%-3,19013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,852$319K0.02%+7713F-HRTimeline
Able Wealth Management LLC3,851$319K0.19%-6413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,812$315K0.03%-67413F-HRTimeline
FAIRFIELD, BUSH & CO.3,800$314K0.2%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,793$314K0.01%+48413F-HRTimeline
PINKERTON WEALTH, LLC3,740$309K0.04%new13F-HRTimeline
My Legacy Advisors, LLC3,731$309K0.12%-53613F-HRTimeline
Argent Trust Co3,701$306K0.01%013F-HRTimeline
LCNB CORP3,669$304K0.11%013F-HRTimeline
Permanens Capital L.P.3,663$303K0.06%-189,95613F-HRTimeline
Blue Trust, Inc.3,652$302K<0.01%-22513F-HRTimeline
Composition Wealth, LLC3,631$300K0.01%+76813F-HRTimeline
TPG Advisors LLC3,607$298K0.24%013F-HRTimeline
Tempus Wealth Planning, LLC3,606$298K0.09%+24313F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC3,586$297K0.14%013F-HRTimeline
Glass Jacobson Investment Advisors llc3,604$295K0.1%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,571$295K0.02%-19,16313F-HRTimelineGroup
Harbour Capital Advisors, LLC3,550$294K0.07%-29013F-HRTimeline
Rossby Financial, LCC3,543$294K0.13%-6,82213F-HRTimeline
Cushing Capital Partners, LLC3,544$293K0.26%-1,22113F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC3,536$293K0.08%+80713F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…3,532$292K0.07%-46413F-HRTimeline
Arkos Global Advisors3,527$292K0.04%013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC3,522$291K0.21%+16813F-HRTimeline
Hexagon Capital Partners LLC3,518$291K0.06%+113F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…3,507$290K0.02%-6,09313F-HRTimelineGroup
Autumn Glory Partners, LLC3,497$289K0.14%013F-HRTimeline
Formidable Asset Management, LLC3,445$285K0.05%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3,422$283K0.02%-21,22513F-HRTimeline
RTD Financial Advisors, Inc.3,421$283K0.04%+2213F-HRTimeline
ETF Store, Inc.3,402$281K0.35%-44613F-HRTimeline
Leo Wealth, LLC3,369$279K0.04%+31113F-HRTimeline
HANOVER ADVISORS INC3,334$276K0.12%new13F-HRTimeline
Beacon Financial Advisory LLC3,321$275K0.08%-42413F-HRTimeline
Central Pacific Bank - Trust Division3,314$274K0.04%-1,25913F-HRTimeline
WEALTH EFFECTS LLC3,310$274K0.12%013F-HRTimeline
Rollins Financial Advisors, LLC3,307$274K0.05%+66913F-HR/ATimeline
SEAVIEW INVESTMENT MANAGERS LLC3,291$272K0.07%013F-HR/ATimeline
Ewing Morris & Co. Investment Partners …2,274$271K0.09%-30013F-HRTimeline
Ridgewood Investments LLC3,267$270K0.13%013F-HRTimeline
SONATA CAPITAL GROUP INC3,250$269K0.12%-52013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,251$269K0.02%-1,03713F-HR/ATimeline
AllSquare Wealth Management LLC3,250$269K0.16%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,240$268K0.01%-10113F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp3,226$267K0.03%013F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO3,213$266K0.03%-2113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,213$266K0.02%-2,30113F-HR/ATimeline
J2 Capital Management Inc3,188$264K0.24%-37913F-HRTimeline
NAPATREE CAPITAL LLC3,176$263K0.15%013F-HRTimeline
SWP FINANCIAL LLC3,165$262K0.16%new13F-HRTimeline
Finley Financial, LLC3,145$261K0.15%-1,20013F-HRTimeline
Priebe Wealth Holdings LLC3,122$258K0.16%-5,30413F-HRTimeline
GFS Advisors, LLC3,121$258K0.05%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,101$257K0.1%013F-HRTimeline
Trilogy Capital Inc.3,088$255K0.01%-36013F-HRTimeline
Valmark Advisers, Inc.3,086$255K<0.01%-2513F-HRTimeline
Beaumont Financial Advisors, LLC3,069$254K0.02%-1813F-HRTimeline
Cynosure Group, LLC3,066$254K0.03%013F-HRTimeline
Mayflower Financial Advisors, LLC3,066$254K0.04%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,058$253K0.01%-55413F-HRTimelineGroup
Hudson Capital Management LLC3,053$253K0.08%-22313F-HRTimeline
Chicago Wealth Management, Inc.3,046$252K0.13%-14113F-HRTimeline
Insight Wealth Partners, LLC3,046$252K0.15%new13F-HRTimeline
Sollinda Capital Management LLC3,011$249K0.07%-20013F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,000$248K0.02%013F-HRTimeline
Trivium Point Advisory, LLC2,991$247K0.03%-95013F-HRTimeline
Castleview Partners, LLC2,989$247K0.17%-12,41213F-HRTimeline
BALLAST ADVISORS LLC2,985$247K0.08%-70113F-HRTimeline
JDH Wealth Management, LLC2,976$246K0.21%-53413F-HRTimeline
Triad Wealth Partners, LLC2,970$246K0.08%new13F-HRTimeline
Crabel Capital Management, LLC2,966$245K0.26%new13F-HRTimeline
Rinkey Investments2,945$244K0.08%new13F-HRTimeline
Disciplined Investments, LLC2,900$240K0.11%013F-HRTimeline
Sovran Advisors, LLC2,886$239K0.03%-39313F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …2,883$239K0.01%-25313F-HRTimelineGroup
Etesian Wealth Advisors, Inc.2,864$237K0.1%new13F-HRTimeline
Mission Creek Capital Partners, Inc.2,857$236K0.06%+313F-HRTimeline
Legacy Private Trust Co.2,856$236K0.02%-12513F-HRTimeline
Bragg Financial Advisors, Inc2,853$236K0.01%013F-HRTimeline
Wealthquest Corp2,837$235K0.02%new13F-HR/ATimeline
HBW ADVISORY SERVICES LLC2,831$234K0.03%-14913F-HRTimeline
Davis Wealth Advisors, LLC2,829$234K0.26%+1813F-HRTimeline
Lewis Asset Management, LLC2,786$230K0.19%+3713F-HRTimeline
SteelPeak Wealth, LLC2,757$228K0.01%-1,72813F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,740$227K0.04%+4813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,737$226K<0.01%-2,36713F-HRTimeline
Willow Creek Wealth Management Inc.2,731$226K0.02%013F-HRTimeline
Global View Capital Management LLC2,725$225K0.08%-122,99613F-HRTimeline
FSA Advisors, Inc.2,721$225K0.18%new13F-HRTimeline
Perennial Investment Advisors, LLC2,711$224K0.03%new13F-HRTimeline
Omnia Family Wealth, LLC2,706$224K0.09%new13F-HRTimeline
American Institute for Advanced Investm…2,700$223K0.17%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,689$222K0.01%+14613F-HRTimeline
Sovereign Financial Group, Inc.2,685$222K0.05%+1413F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC2,670$221K0.03%-99013F-HRTimeline
Copia Wealth Management2,644$219K0.2%+34713F-HRTimeline
FINANCIAL LIFE ADVISORS2,634$218K0.08%new13F-HRTimeline
Second Line Capital, LLC2,618$217K0.06%new13F-HRTimeline
Savvy Advisors, Inc.2,595$215K0.02%new13F-HRTimeline
West Wealth Group, LLC2,571$212K0.06%new13F-HRTimeline
TruWealth Advisors, LLC2,529$209K0.01%-44113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,525$209K0.04%013F-HRTimeline
WEBSTER BANK, N. A.2,516$208K0.02%+39013F-HRTimeline
Bigelow Investment Advisors, LLC2,505$207K0.1%new13F-HRTimeline
High Net Worth Advisory Group LLC2,500$207K0.06%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.2,493$206K0.04%new13F-HR/ATimeline
Patriot Financial Group Insurance Agenc…2,485$206K0.03%-15013F-HRTimeline
Kathmere Capital Management, LLC2,477$205K0.02%new13F-HRTimeline
Mandatum Life Insurance Co Ltd2,470$204K0.06%013F-HRTimeline
GK Wealth Management LLC2,470$204K0.26%-88013F-HR/ATimeline
MERIDIAN MANAGEMENT CO2,465$204K0.06%013F-HR/ATimeline
Moors & Cabot, Inc.2,460$204K0.01%-40113F-HRTimeline
Harvest Investment Services, LLC2,460$203K0.06%+1613F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC2,433$201K0.18%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,428$201K0.01%-1213F-HRTimeline
New Century Financial Group, LLC2,427$201K0.23%-7,40213F-HRTimeline
Crewe Advisors LLC2,414$200K0.03%-3413F-HRTimeline
Compass Planning Associates Inc2,403$199K0.2%-9,89513F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,226$184K0.04%+1313F-HRTimeline
Tower View Wealth Management LLC2,212$183K0.11%+1413F-HRTimeline
Pacific Center for Financial Services2,108$174K0.05%013F-HRTimeline