SHY ISHARES TR

COM (fund)

1,169 managers (1,186 13F filers) reported a position in SHY shares at 2025-06-30, 227,200,682 shares in all. 97 filers opened a position and 84 filers sold out during the quarter.

Managers: 1,169
13F filers: 1,186
New: 97
Added: 470
Reduced: 447
Sold out: 84
Shares held by filers: 227,200,682

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Harbour Capital Advisors, LLC	5,350	$441K	0.09%	+1,800	13F-HR Timeline
GUIDANCE CAPITAL, INC	5,305	$438K	0.13%	+3	13F-HR Timeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …	5,265	$436K	<0.01%	-868,444	13F-HR Timeline Group
Shepherd Financial Partners LLC	5,256	$436K	0.05%	-538	13F-HR Timeline
LEE DANNER & BASS INC	5,215	$432K	0.03%	0	13F-HR Timeline
Brickley Wealth Management	5,208	$432K	0.08%	0	13F-HR Timeline
MONETA GROUP INVESTMENT ADVISORS LLC	5,202	$431K	0.01%	+2,465	13F-HR Timeline
IPG Investment Advisors LLC	5,193	$430K	0.08%	+221	13F-HR Timeline
POSTROCK PARTNERS LLC	5,192	$430K	0.21%	+266	13F-HR Timeline
Capital Advisors Wealth Management, LLC	5,183	$429K	0.07%	new	13F-HR Timeline
Principle Wealth Partners LLC	5,167	$428K	0.03%	new	13F-HR Timeline
L.K. Benson & Company, P.C.	5,152	$427K	0.26%	+5	13F-HR Timeline
TIEMANN INVESTMENT ADVISORS, LLC	5,150	$427K	0.17%	+400	13F-HR Timeline
Onyx Bridge Wealth Group LLC	5,140	$426K	0.06%	-157	13F-HR Timeline
Blue Edge Capital, LLC	5,132	$425K	0.06%	new	13F-HR Timeline
WealthPlan Investment Management, LLC	5,113	$424K	0.03%	+182	13F-HR Timeline
FORTE ASSET MANAGEMENT LLC	5,100	$423K	0.22%	0	13F-HR Timeline
Joel Isaacson & Co., LLC	5,072	$420K	0.02%	new	13F-HR Timeline
Gibbs Wealth Management	5,048	$418K	0.08%	new	13F-HR Timeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	5,000	$414K	0.13%	0	13F-HR Timeline
Trajan Wealth LLC	4,987	$413K	0.02%	+515	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	4,982	$413K	0.02%	-2,184	13F-HR Timeline
Twele Capital Management, Inc.	4,975	$412K	0.08%	-361	13F-HR Timeline
WHITTIER TRUST CO	4,970	$412K	<0.01%	0	13F-HR Timeline
Black Swift Group, LLC	4,950	$410K	0.08%	new	13F-HR Timeline
TCP Asset Management, LLC	4,934	$409K	0.08%	+4	13F-HR Timeline
Bond & Devick Financial Network, Inc.	4,907	$407K	0.14%	0	13F-HR Timeline
Inman Jager Wealth Management, LLC	4,871	$404K	0.27%	0	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	4,855	$402K	0.18%	+75	13F-HR Timeline
Tanglewood Wealth Management, Inc.	4,855	$402K	0.04%	0	13F-HR Timeline
Beaumont Financial Advisors, LLC	4,854	$402K	0.03%	+1,785	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	4,829	$400K	0.09%	-196	13F-HR Timeline
Cheviot Value Management, LLC	4,831	$399K	0.05%	-4,330	13F-HR Timeline
Leo Wealth, LLC	4,798	$398K	0.03%	+1,429	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	4,788	$397K	0.03%	-1,214	13F-HR Timeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…	4,775	$396K	0.07%	0	13F-HR Timeline Group
TrueWealth Advisors, LLC	4,686	$388K	0.11%	new	13F-HR Timeline
Quartz Partners, LLC	4,675	$387K	0.18%	0	13F-HR Timeline
Icon Wealth Advisors, LLC	4,642	$385K	0.03%	+399	13F-HR Timeline
Asset Management Group, Inc.	4,641	$385K	0.07%	+44	13F-HR Timeline
Resonant Capital Advisors, LLC	4,635	$384K	0.02%	0	13F-HR Timeline
PINNACLE ASSOCIATES LTD	4,629	$384K	0.01%	+35	13F-HR Timeline
Joseph P. Lucia & Associates, LLC	4,629	$384K	0.16%	-374	13F-HR Timeline
Windward Private Wealth Management Inc.	4,627	$383K	0.14%	-34	13F-HR Timeline
DIMENSION CAPITAL MANAGEMENT LLC	4,583	$380K	0.06%	0	13F-HR Timeline
Vestmark Advisory Solutions, Inc.	4,549	$377K	0.01%	new	13F-HR Timeline
Fiduciary Alliance LLC	4,546	$377K	0.03%	-2,132	13F-HR Timeline
IEQ CAPITAL, LLC	4,537	$376K	<0.01%	-3,598	13F-HR Timeline
Mechanics Bank Trust Department	4,530	$375K	0.05%	-3,750	13F-HR Timeline
Norris Financial Group, LLC	4,482	$371K	0.15%	0	13F-HR Timeline
Castleview Partners, LLC	4,479	$371K	0.24%	+1,490	13F-HR Timeline
Pasadena Private Wealth, LLC	4,470	$370K	0.06%	-320	13F-HR Timeline
Whalen Wealth Management Inc.	4,460	$370K	0.23%	new	13F-HR Timeline
VESTOR CAPITAL, LLC	10,250	$367K	0.03%	+9,307	13F-HR Timeline
BOKF, NAin group BOKF, NA	4,407	$365K	0.01%	0	13F-HR Timeline Group
Secure Asset Management, LLC	4,401	$365K	0.07%	-101	13F-HR Timeline
Trademark Financial Management, LLC	4,393	$364K	0.22%	new	13F-HR Timeline
United Community Bankin group United Community Bank	4,345	$360K	0.12%	-210	13F-HR Timeline Group
U.S. Capital Wealth Advisors, LLC	4,330	$359K	0.01%	-80	13F-HR Timeline
United Advisor Group, LLC	4,303	$357K	0.06%	new	13F-HR Timeline
INTERACTIVE FINANCIAL ADVISORS, INC.	4,298	$356K	0.17%	-308	13F-HR Timeline
STAPP WEALTH MANAGEMENT, PLLC	4,275	$354K	0.51%	0	13F-HR Timeline
WOODWARD DIVERSIFIED CAPITAL, LLC	4,262	$353K	0.18%	+740	13F-HR Timeline
YARGER WEALTH STRATEGIES, LLC	4,223	$350K	0.18%	0	13F-HR Timeline
North Star Investment Management Corp.	4,219	$350K	0.02%	-34	13F-HR Timeline
Hilton Capital Management, LLC	4,218	$350K	0.03%	-123	13F-HR Timeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.	4,209	$349K	<0.01%	0	13F-HR Timeline Group
Hilltop Holdings Inc.in group Hilltop Holdings Inc.	4,207	$349K	0.02%	+636	13F-HR Timeline Group
CADINHA & CO LLC	4,206	$349K	0.06%	-575	13F-HR Timeline
Avidian Wealth Enterprises, LLC	4,199	$348K	0.01%	0	13F-HR Timeline
NOVEM GROUP	4,185	$347K	0.04%	+38	13F-HR Timeline
Stanley-Laman Group, Ltd.	4,180	$346K	0.05%	-98	13F-HR Timeline
Sunbelt Securities, Inc.	4,216	$346K	0.03%	+178	13F-HR Timeline
Two West Capital Advisors LLC	4,175	$345K	0.23%	-304	13F-HR Timeline
My Legacy Advisors, LLC	4,172	$344K	0.12%	+441	13F-HR Timeline
AMG National Trust Bank	4,150	$344K	0.01%	-900	13F-HR Timeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC	4,147	$344K	0.02%	-85	13F-HR Timeline Group
Traveka Wealth, LLC	4,141	$343K	0.18%	new	13F-HR Timeline
Tempus Wealth Planning, LLC	4,123	$342K	0.09%	+517	13F-HR Timeline
ATLAS CAPITAL ADVISORS INC.	4,102	$340K	0.04%	-100	13F-HR Timeline
Eagle Strategies LLC	4,094	$339K	0.05%	-1,070	13F-HR Timeline
Rossby Financial, LCC	4,092	$339K	0.13%	+549	13F-HR Timeline
Harvest Investment Services, LLC	4,089	$339K	0.08%	+1,629	13F-HR Timeline
American Trust	4,053	$336K	0.03%	new	13F-HR Timeline
TRANSCEND CAPITAL ADVISORS, LLC	4,048	$335K	0.03%	+196	13F-HR Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC	4,038	$335K	0.09%	-185	13F-HR Timeline Group
New Capital Management LP	4,000	$331K	0.09%	0	13F-HR Timeline
Pinion Investment Advisors, LLC	3,996	$331K	0.11%	new	13F-HR Timeline
Smith Thornton Advisors LLC	3,988	$330K	0.19%	-48	13F-HR Timeline
AVAII WEALTH MANAGEMENT, LLC	3,977	$330K	0.15%	-931	13F-HR Timeline
Lion Street Advisors, LLC	3,940	$326K	0.1%	-61	13F-HR Timeline
Southeast Asset Advisors, LLC	3,927	$325K	0.04%	-497	13F-HR Timeline
Wernau Asset Management Inc.	3,918	$325K	0.37%	-218	13F-HR Timeline
MetLife Investment Management, LLCin group MetLife Investment Management…	3,914	$324K	<0.01%	0	13F-HR Timeline Group
M. Kulyk & Associates, LLC	3,893	$323K	0.07%	-55	13F-HR Timeline
Roberts Wealth Advisors, LLC	3,859	$320K	0.09%	-1,838	13F-HR Timeline
Blue Oak Capital, LLC	3,855	$319K	0.17%	new	13F-HR Timeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…	3,820	$317K	0.1%	-135	13F-HR Timeline Group
BRIGHTON JONES LLC	3,820	$317K	0.01%	new	13F-HR Timeline
FAIRFIELD, BUSH & CO.	3,800	$315K	0.18%	0	13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	3,775	$313K	0.22%	-1,655	13F-HR Timeline
Argent Trust Co	3,773	$313K	0.01%	+72	13F-HR Timeline
Sollinda Capital Management LLC	3,772	$313K	0.08%	+761	13F-HR Timeline
Seed Wealth Management, Inc.	3,720	$308K	0.23%	-150	13F-HR Timeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…	3,701	$307K	0.07%	+169	13F-HR Timeline
NAPA WEALTH MANAGEMENT	3,692	$306K	0.15%	-330	13F-HR Timeline
MGO ONE SEVEN LLC	3,663	$304K	0.01%	new	13F-HR Timeline
Blue Trust, Inc.	3,652	$303K	<0.01%	0	13F-HR Timeline
Roger Wittlin Investment Advisory, LLC	3,644	$302K	0.17%	new	13F-HR Timeline
LYELL WEALTH MANAGEMENT, LP	3,637	$301K	0.02%	-175	13F-HR Timeline
LCNB CORP	3,618	$300K	0.11%	-51	13F-HR Timeline
EdgeRock Capital LLC	3,614	$299K	0.09%	new	13F-HR Timeline
TPG Advisors LLC	3,607	$299K	0.22%	0	13F-HR Timeline
ARBOR TRUST WEALTH ADVISORS, LLC	3,586	$297K	0.15%	0	13F-HR Timeline
Verum Partners LLC	3,556	$295K	0.07%	-379	13F-HR Timeline
Cushing Capital Partners, LLC	3,544	$294K	0.25%	0	13F-HR Timeline
Arkos Global Advisors	3,527	$292K	0.04%	0	13F-HR Timeline
Verdence Capital Advisors LLC	3,506	$291K	0.02%	-1,486	13F-HR Timeline
Maridea Wealth Management LLC	3,504	$290K	0.08%	new	13F-HR Timeline
Sovereign Financial Group, Inc.	3,470	$288K	0.06%	+785	13F-HR Timeline
1834 INVESTMENT ADVISORS CO	3,465	$287K	0.04%	+252	13F-HR Timeline
SOL Capital Management CO	3,467	$287K	0.03%	new	13F-HR Timeline
WEALTH EFFECTS LLC	3,447	$286K	0.11%	+137	13F-HR Timeline
Formidable Asset Management, LLC	3,445	$285K	0.05%	0	13F-HR Timeline
Crabel Capital Management, LLC	3,425	$284K	0.17%	+459	13F-HR Timeline
HANOVER ADVISORS INC	3,418	$283K	0.12%	+84	13F-HR Timeline
ETF Store, Inc.	3,411	$283K	0.33%	+9	13F-HR Timeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC	3,377	$280K	0.08%	-159	13F-HR Timeline
Sunpointe, LLC	3,329	$276K	0.11%	new	13F-HR Timeline
Central Pacific Bank - Trust Division	3,314	$275K	0.03%	0	13F-HR Timeline
Rollins Financial Advisors, LLC	3,307	$274K	0.04%	0	13F-HR Timeline
SEAVIEW INVESTMENT MANAGERS LLC	3,291	$273K	0.06%	0	13F-HR/A Timeline
Autumn Glory Partners, LLC	3,278	$272K	0.13%	-219	13F-HR Timeline
Evolution Wealth Advisors, LLC	3,270	$271K	0.04%	new	13F-HR Timeline
AllSquare Wealth Management LLC	3,250	$269K	0.15%	0	13F-HR Timeline
Etesian Wealth Advisors, Inc.	3,245	$269K	0.1%	+381	13F-HR Timeline
Retirement Planning Group, LLC	3,238	$268K	0.01%	-1,064	13F-HR Timeline
Arrow Financial Corpin group Arrow Financial Corp	3,226	$267K	0.03%	0	13F-HR Timeline Group
GW HENSSLER & ASSOCIATES LTD	3,211	$266K	0.01%	-40	13F-HR Timeline
J2 Capital Management Inc	3,188	$264K	0.21%	0	13F-HR Timeline
Cadence Bank	3,150	$261K	0.02%	new	13F-HR Timeline
Able Wealth Management LLC	3,147	$261K	0.13%	-704	13F-HR Timeline
Finley Financial, LLC	3,145	$261K	0.13%	0	13F-HR Timeline
SWP FINANCIAL LLC	3,138	$260K	0.14%	-27	13F-HR Timeline
Financial Network Wealth Advisors LLC	3,133	$260K	0.32%	+2,334	13F-HR Timeline
Park Square Financial Group, LLC	3,129	$259K	0.19%	+1,592	13F-HR Timeline
Valley Financial Group, Inc.	3,122	$259K	0.16%	new	13F-HR Timeline
HARBOUR INVESTMENTS, INC.	3,101	$257K	0.01%	-779	13F-HR Timeline
CLIENT 1ST ADVISORY GROUP, LLC	3,101	$257K	0.09%	0	13F-HR Timeline
Hudson Capital Management LLC	3,098	$257K	0.07%	+45	13F-HR Timeline
Valmark Advisers, Inc.	3,086	$256K	<0.01%	0	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	3,085	$256K	0.03%	+600	13F-HR Timeline
Arkfeld Wealth Strategies, L.L.C.	3,097	$255K	0.1%	-2,244	13F-HR Timeline
Insight Wealth Partners, LLC	3,073	$255K	0.14%	+27	13F-HR Timeline
Cynosure Group, LLC	3,066	$254K	0.03%	0	13F-HR Timeline
Mayflower Financial Advisors, LLC	3,066	$254K	0.04%	0	13F-HR Timeline
Ridgewood Investments LLC	3,038	$252K	0.11%	-229	13F-HR Timeline
West Wealth Group, LLC	3,039	$251K	0.06%	+468	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	3,010	$249K	0.02%	new	13F-HR Timeline
Core Wealth Partners LLC	3,000	$249K	0.13%	new	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	3,000	$249K	0.02%	0	13F-HR Timeline
BALLAST ADVISORS LLC	2,929	$243K	0.07%	-56	13F-HR Timeline
Coppell Advisory Solutions LLC	2,926	$242K	0.03%	-15,639	13F-HR/A Timeline
Inscription Capital, LLC	2,907	$241K	0.03%	-6,650	13F-HR Timeline
Wealthquest Corp	2,904	$241K	0.02%	+67	13F-HR Timeline
Disciplined Investments, LLC	2,900	$240K	0.1%	0	13F-HR Timeline
Cordgrass Capital Advisors, LLC	2,880	$239K	0.06%	-1,100	13F-HR Timeline
Mission Creek Capital Partners, Inc.	2,861	$237K	0.05%	+4	13F-HR Timeline
Davis Wealth Advisors, LLC	2,858	$237K	0.25%	+29	13F-HR Timeline
Lewis Asset Management, LLC	2,834	$235K	0.11%	+48	13F-HR Timeline
Litman Gregory Wealth Management LLC	2,830	$234K	0.02%	new	13F-HR Timeline
Probity Advisors, Inc.	2,823	$234K	0.04%	-2,561	13F-HR Timeline
Resurgent Financial Advisors LLC	2,803	$232K	0.13%	new	13F-HR Timeline
CFS Investment Advisory Services, LLC	2,800	$232K	0.02%	new	13F-HR Timeline
Good Steward Wealth Advisors,LLC	2,796	$232K	0.18%	-4,584	13F-HR Timeline
Omnia Family Wealth, LLC	2,794	$232K	0.08%	+88	13F-HR Timeline
CITY NATIONAL BANK OF FLORIDA /MSD	2,775	$230K	0.17%	-5,625	13F-HR Timeline
Second Line Capital, LLC	2,758	$229K	0.05%	+140	13F-HR Timeline
Hamilton Wealth, LLC	2,755	$228K	0.05%	-1,425	13F-HR Timeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…	2,750	$228K	0.04%	+10	13F-HR Timeline
HBW ADVISORY SERVICES LLC	2,742	$227K	0.03%	-89	13F-HR Timeline
Willow Creek Wealth Management Inc.	2,731	$226K	0.02%	0	13F-HR Timeline
Advyzon Investment Management, LLC	2,704	$224K	0.05%	new	13F-HR Timeline
Williams Jones Wealth Management, LLC.	2,701	$224K	<0.01%	new	13F-HR Timeline
American Institute for Advanced Investm…	2,700	$224K	0.16%	0	13F-HR Timeline
GFS Advisors, LLC	2,677	$222K	0.03%	-444	13F-HR Timeline
GREENWOOD CAPITAL ASSOCIATES LLC	2,670	$221K	0.03%	0	13F-HR Timeline
Copia Wealth Management	2,668	$221K	0.19%	+24	13F-HR Timeline
Trilogy Capital Inc.	2,663	$221K	0.01%	-425	13F-HR Timeline
FINANCIAL LIFE ADVISORS	2,650	$220K	0.08%	+16	13F-HR Timeline
VISTA INVESTMENT PARTNERS II, LLC	2,635	$218K	0.11%	-11,957	13F-HR Timeline
ELEVATION POINT WEALTH PARTNERS, LLC	2,618	$217K	0.02%	-595	13F-HR/A Timeline
Center For Asset Management LLC	2,636	$216K	0.13%	new	13F-HR Timeline
ARKANSAS FINANCIAL GROUP, INC.	2,591	$215K	0.03%	+98	13F-HR/A Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	2,584	$214K	0.01%	-105	13F-HR Timeline
TruWealth Advisors, LLC	2,573	$213K	0.01%	+44	13F-HR Timeline
TRUST CO OF VERMONT	2,573	$213K	0.01%	+1,793	13F-HR Timeline
WEBSTER BANK, N. A.	2,536	$210K	0.02%	+20	13F-HR Timeline
Sandbox Financial Partners, LLC	2,531	$210K	0.07%	-47,987	13F-HR Timeline
Seelaus Asset Management LLC	2,529	$210K	0.19%	new	13F-HR Timeline