SHY ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
TCP Asset Management, LLC	5,850	$484K	0.08%	+911	13F-HR Timeline
Alternative Investment Advisors, LLC.	5,841	$484K	0.21%	-522	13F-HR Timeline
Trust Co	5,840	$484K	0.05%	0	13F-HR Timeline
Cherry Tree Wealth Management, LLC	5,784	$479K	0.1%	0	13F-HR Timeline
BARR E S & CO	5,775	$478K	0.02%	-250	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	5,767	$478K	0.12%	+216	13F-HR Timeline Group
Impact Partnership Wealth, LLC	5,730	$475K	0.06%	-186	13F-HR Timeline
GreatBanc Trust CO	5,725	$474K	0.33%	-300	13F-HR Timeline
Westfuller Advisors, LLC	5,702	$472K	0.19%	+8	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	5,644	$467K	0.02%	+126	13F-HR Timeline
CVA Family Office, LLC	5,625	$466K	0.05%	0	13F-HR Timeline
POTOMAC FUND MANAGEMENT INC /ADV	5,604	$464K	0.02%	-841	13F-HR Timeline
Lester Murray Antman dba SimplyRich	5,583	$462K	0.12%	-124	13F-HR Timeline
EdgeRock Capital LLC	5,566	$461K	0.12%	+2,160	13F-HR Timeline
KELLY FINANCIAL GROUP LLC	5,557	$460K	0.12%	-441	13F-HR Timeline
Tyche Wealth Partners LLC	5,532	$458K	0.07%	+2,458	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	5,519	$457K	0.19%	+151	13F-HR Timeline
Brickley Wealth Management	5,507	$456K	0.08%	+299	13F-HR Timeline
Pathfinder Wealth Consulting, Inc.	5,483	$454K	0.29%		13F-HR Timeline
Joel Isaacson & Co., LLC	5,481	$454K	0.01%	-138	13F-HR Timeline
Lifeworks Advisors, LLC	5,419	$449K	0.06%	-98	13F-HR Timeline
NORDEN GROUP LLC	5,417	$449K	0.04%	0	13F-HR Timeline
North Star Investment Management Corp.	5,399	$447K	0.03%	+1,253	13F-HR Timeline
Omnia Family Wealth, LLC	5,352	$443K	0.13%	+508	13F-HR Timeline
Maridea Wealth Management LLC	5,284	$438K	0.07%	+262	13F-HR Timeline
MONETA GROUP INVESTMENT ADVISORS LLC	5,283	$438K	<0.01%	+1,062	13F-HR Timeline
Twele Capital Management, Inc.	5,281	$437K	0.08%	+306	13F-HR Timeline
SkyView Investment Advisors, LLC	5,275	$437K	0.06%	-18,124	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	5,229	$433K	0.03%	-7,344	13F-HR Timeline
Icon Wealth Advisors, LLC	5,207	$431K	0.03%	+561	13F-HR Timeline
POSTROCK PARTNERS LLC	5,192	$430K	0.19%	0	13F-HR Timeline
TIEMANN INVESTMENT ADVISORS, LLC	5,150	$427K	0.17%	0	13F-HR Timeline
Shepherd Financial Partners LLC	5,121	$424K	0.04%	-10	13F-HR Timeline
DeDora Capital, Inc.	5,043	$418K	0.1%	-639	13F-HR Timeline
STRATEGY ASSET MANAGERS LLC	5,032	$417K	0.07%	+26	13F-HR Timeline
Wellspring Financial Advisors, LLC	142,749	$417K	0.03%	+121,714	13F-HR Timeline
American Trust	5,030	$417K	0.04%	-615	13F-HR Timeline
PINNACLE ASSOCIATES LTD	5,005	$415K	0.01%	+350	13F-HR Timeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	5,000	$414K	0.12%	0	13F-HR Timeline
Forum Private Client Group LLC	4,995	$414K	0.14%	-958	13F-HR Timeline
NORTHCAPE WEALTH MANAGEMENT, LLC	4,988	$413K	0.12%	+13	13F-HR Timeline
WHITTIER TRUST CO	4,970	$412K	<0.01%	0	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	4,966	$411K	0.03%	0	13F-HR Timeline
LEE DANNER & BASS INC	4,965	$411K	0.03%	0	13F-HR Timeline
Pacific Excel Wealth Advisors, Inc.	4,887	$405K	0.76%		13F-HR Timeline
HOWARD FINANCIAL SERVICES, LTD.	4,873	$404K	0.05%	-1,066	13F-HR Timeline
Inman Jager Wealth Management, LLC	4,871	$403K	0.25%	0	13F-HR Timeline
Goldstone Financial Group, LLC	4,866	$403K	0.04%	+1,030	13F-HR Timeline
Clearstead Trust, LLC	4,820	$399K	0.06%	-2,598	13F-HR Timeline
Two West Capital Advisors LLC	4,802	$398K	0.23%	+574	13F-HR Timeline
Stanley-Laman Group, Ltd.	4,789	$397K	0.05%	+851	13F-HR Timeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…	4,775	$395K	0.06%	0	13F-HR Timeline Group
Synergy Asset Management, LLCin group Synergy Asset Management, LLC	4,771	$395K	0.04%	-24,450	13F-HR Timeline Group
ARS Wealth Advisors Group, LLC	4,764	$395K	0.04%	-337	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	4,745	$393K	0.08%	-127	13F-HR Timeline
Ethos Financial Group, LLC	4,733	$392K	0.03%	-1,258	13F-HR Timeline
W.G. Shaheen & Associates DBA Whitney &…	4,719	$391K	0.03%	new	13F-HR Timeline
IFC & Insurance Marketing, Inc.	4,702	$389K	0.39%		13F-HR Timeline
Whalen Wealth Management Inc.	4,691	$389K	0.21%	-11	13F-HR Timeline
TrueWealth Advisors, LLC	4,686	$388K	0.1%	0	13F-HR Timeline
Asset Management Group, Inc.	4,678	$387K	0.06%	-7	13F-HR Timeline
Quartz Partners, LLC	4,675	$387K	0.14%	0	13F-HR Timeline
BLUEDOOR PRIVATE WEALTH, LLC	4,643	$385K	0.18%		13F-HR Timeline
Resonant Capital Advisors, LLC	4,635	$384K	0.02%	0	13F-HR Timeline
BANQUE PICTET & CIE SA	4,528	$375K	<0.01%	-936	13F-HR Timeline
Windward Private Wealth Management Inc.	4,517	$374K	0.13%	+13	13F-HR Timeline
Verdence Capital Advisors LLC	4,515	$374K	0.02%	+542	13F-HR Timeline
HANCOCK WHITNEY CORP	4,491	$372K	0.01%	-1,044	13F-HR Timeline
Norris Financial Group, LLC	4,482	$371K	0.13%	0	13F-HR Timeline
Secure Asset Management, LLC	4,428	$367K	0.06%	+2	13F-HR Timeline
Advisor OS, LLCin group Advisor OS, LLC	4,415	$366K	0.03%	new	13F-HR Timeline Group
BOKF, NAin group BOKF, NA	4,407	$365K	0.01%	0	13F-HR Timeline Group
FORTEM FINANCIAL GROUP, LLC	4,389	$363K	0.1%	-309	13F-HR Timeline
Eagle Strategies LLC	4,370	$362K	0.05%	+708	13F-HR Timeline
SAGESPRING WEALTH PARTNERS, LLC	4,368	$362K	0.01%	-535	13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	4,352	$360K	0.01%	+209	13F-HR Timeline
NOVEM GROUP	4,337	$359K	0.04%	-125	13F-HR Timeline
Cheviot Value Management, LLC	4,327	$359K	0.04%	-420	13F-HR Timeline
Walser Wealth Management Company, A Ltd…	4,330	$359K	0.19%		13F-HR Timeline
Csenge Advisory Group	4,316	$357K	0.02%	+58	13F-HR Timeline
BLUELINE ADVISORS LLC	4,316	$357K	0.29%		13F-HR Timeline
Capital Investment Counsel, LLC	4,290	$355K	0.05%	-988	13F-HR Timeline
Cape Investment Advisory, Inc.	4,288	$355K	0.11%	-987	13F-HR Timeline
MUSTICO FINANCIAL GROUP, INC.	4,286	$355K	0.27%	-1,915	13F-HR Timeline
Juno Financial Group LLC	4,278	$354K	0.14%		13F-HR Timeline
Valmark Advisers, Inc.	4,273	$354K	<0.01%	+900	13F-HR Timeline
Crabel Capital Management, LLC	4,270	$354K	0.27%	new	13F-HR Timeline
Avestar Capital, LLC	4,225	$350K	0.02%	+421	13F-HR Timeline
YARGER WEALTH STRATEGIES, LLC	4,223	$350K	0.15%	0	13F-HR Timeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.	4,209	$349K	<0.01%	0	13F-HR Timeline Group
Joseph P. Lucia & Associates, LLC	4,205	$348K	0.13%	-327	13F-HR Timeline
Golden State Wealth Management, LLC	4,198	$348K	0.04%	+51	13F-HR Timeline
Avidian Wealth Enterprises, LLC	4,195	$347K	0.01%	0	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	4,168	$345K	0.12%	new	13F-HR Timeline
Formidable Asset Management, LLC	4,145	$344K	0.05%	0	13F-HR Timeline
Parvin Asset Management, LLC	4,150	$344K	0.28%	new	13F-HR Timeline
Independence Wealth Advisors, LLC	4,143	$343K	0.19%		13F-HR Timeline
Tempus Wealth Planning, LLC	4,123	$341K	0.08%	0	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	4,121	$341K	0.02%	-4,740	13F-HR Timeline
SHP Wealth Management	4,088	$339K	0.03%		13F-HR Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…	4,085	$338K	<0.01%	-3,199	13F-HR Timeline Group
Sovereign Financial Group, Inc.	4,068	$337K	0.06%	+47	13F-HR Timeline
GFS Advisors, LLC	4,044	$335K	0.04%	new	13F-HR Timeline
Core Wealth Partners LLC	4,042	$335K	0.15%	+1,563	13F-HR Timeline
Hilton Capital Management, LLC	4,019	$333K	0.03%	-199	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	4,014	$332K	0.02%	+1,475	13F-HR Timeline
Retirement Planning Group, LLC	4,001	$331K	0.01%	+900	13F-HR Timeline
Wernau Asset Management Inc.	3,990	$330K	0.33%	+72	13F-HR Timeline
Smith Thornton Advisors LLC	3,988	$330K	0.17%	0	13F-HR Timeline
WOODWARD DIVERSIFIED CAPITAL, LLC	3,980	$330K	0.15%	-252	13F-HR Timeline
Fiduciary Alliance LLC	3,919	$325K	0.02%	0	13F-HR Timeline
MetLife Investment Management, LLCin group MetLife Investment Management…	3,914	$324K	<0.01%	0	13F-HR Timeline Group
IPG Investment Advisors LLC	3,865	$320K	0.06%	+255	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	3,857	$319K	0.03%	-2,340	13F-HR Timeline Group
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC	3,847	$319K	0.11%	-107	13F-HR Timeline Group
Occidental Asset Management, LLC	3,816	$316K	0.04%	-1,656	13F-HR Timeline
ONE Advisory Partners, LLC	3,809	$315K	0.1%	+604	13F-HR Timeline
FAIRFIELD, BUSH & CO.	3,800	$315K	0.17%	0	13F-HR Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	3,782	$313K	0.01%	new	13F-HR Timeline Group
Roger Wittlin Investment Advisory, LLC	3,725	$309K	0.22%	+46	13F-HR Timeline
AVAII WEALTH MANAGEMENT, LLC	3,708	$307K	0.11%	+23	13F-HR Timeline
WEALTH EFFECTS LLC	3,688	$305K	0.1%	0	13F-HR Timeline
Pekin Hardy Strauss, Inc.	3,665	$304K	0.03%	+150	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	3,658	$303K	0.01%	-959	13F-HR Timeline
Southeast Asset Advisors, LLC	3,648	$302K	0.03%	-267	13F-HR Timeline
Elyxium Wealth, LLC	3,642	$302K	0.09%	-1,216	13F-HR Timeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…	3,629	$301K	0.08%	-134	13F-HR Timeline Group
M. Kulyk & Associates, LLC	3,619	$300K	0.06%	0	13F-HR Timeline
TPG Advisors LLC	3,607	$299K	0.19%	0	13F-HR Timeline
West Wealth Group, LLC	3,604	$299K	0.06%	+19	13F-HR Timeline
International Private Wealth Advisors L…	3,592	$298K	0.19%	-36,764	13F-HR Timeline
ARBOR TRUST WEALTH ADVISORS, LLC	3,586	$297K	0.13%	0	13F-HR Timeline
LCNB CORP	3,565	$295K	0.1%	0	13F-HR Timeline
Seed Wealth Management, Inc.	3,565	$295K	0.2%	0	13F-HR Timeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC	3,560	$295K	0.02%	-411	13F-HR Timeline Group
CADINHA & CO LLC	3,557	$295K	0.05%	-250	13F-HR Timeline
Cushing Capital Partners, LLC	3,544	$294K	0.22%	0	13F-HR Timeline
Argent Trust Co	3,527	$292K	0.01%	+120	13F-HR Timeline
Kesler, Norman & Wride, LLC	3,520	$292K	0.05%	new	13F-HR Timeline
NorthRock Partners, LLC	3,510	$291K	<0.01%	-398	13F-HR Timeline
Insight Wealth Partners, LLC	3,506	$290K	0.12%	-313	13F-HR Timeline
SWP FINANCIAL LLC	3,482	$288K	0.14%	+344	13F-HR Timeline
AlphaCentric Advisors LLC	3,480	$288K	0.29%		13F-HR Timeline
Trajan Wealth LLC	3,463	$287K	0.01%	-235	13F-HR Timeline
WARNER FINANCIAL, INC	3,431	$284K	0.1%	+36	13F-HR Timeline
HANOVER ADVISORS INC	3,418	$283K	0.11%	0	13F-HR Timeline
Capital Squared Financial LLC	3,410	$282K	0.22%	new	13F-HR Timeline
Arkos Global Advisors	3,407	$282K	0.04%	-120	13F-HR Timeline
ETF Store, Inc.	3,392	$281K	0.29%	+45	13F-HR Timeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…	3,374	$279K	0.04%	+1,107	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	3,373	$279K	0.01%	+12	13F-HR Timeline
Litman Gregory Wealth Management LLC	3,350	$277K	0.02%	+520	13F-HR Timeline
Independent Advisor Alliance	3,312	$274K	0.01%	new	13F-HR Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…	3,307	$274K	0.02%	-558	13F-HR Timeline Group
Sollinda Capital Management LLC	3,286	$272K	0.07%	+330	13F-HR Timeline
American Institute for Advanced Investm…	3,280	$272K	0.17%	+850	13F-HR Timeline
Rossby Financial, LCC	3,275	$271K	0.09%	+387	13F-HR Timeline
LYELL WEALTH MANAGEMENT, LP	3,262	$270K	0.02%	-350	13F-HR Timeline
Coppell Advisory Solutions LLC	3,239	$268K	0.03%	0	13F-HR Timeline
Columbia Bank	3,226	$267K	0.07%	0	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	3,224	$267K	0.03%	+139	13F-HR Timeline
Global Assets Advisory, LLC	3,217	$266K	0.08%	-277	13F-HR Timeline
Federation des caisses Desjardins du Qu…	3,202	$265K	<0.01%	+2,009	13F-HR Timeline
Autumn Glory Partners, LLC	3,197	$265K	0.09%	0	13F-HR Timeline
Powerhouse Assets LLC	3,178	$263K	0.23%		13F-HR Timeline
Marble Harbor Investment Counsel, LLC	3,172	$263K	0.03%	+43	13F-HR Timeline
Kaydan Wealth Management, Inc.	3,164	$262K	0.08%	-196,380	13F-HR Timeline
Etesian Wealth Advisors, Inc.	3,157	$261K	0.08%	-88	13F-HR Timeline
Finley Financial, LLC	3,145	$260K	0.12%	0	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	3,138	$260K	0.01%	-8	13F-HR Timeline
Arkfeld Wealth Strategies, L.L.C.	3,118	$258K	0.09%	+14	13F-HR Timeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…	3,119	$258K	0.05%	-338	13F-HR Timeline
HARBOUR INVESTMENTS, INC.	3,100	$257K	0.01%	-19	13F-HR Timeline
McAlvany Wealth Management LLC	3,096	$256K	0.2%		13F-HR Timeline
Fortis Group Advisors, LLC	3,076	$255K	0.04%	-171	13F-HR Timeline
Roberts Wealth Advisors, LLC	3,081	$255K	0.07%	-572	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	3,081	$255K	0.04%	new	13F-HR Timeline Group
Cynosure Group, LLC	3,066	$254K	0.03%	0	13F-HR Timeline
Mayflower Financial Advisors, LLC	3,066	$254K	0.03%	0	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	3,057	$253K	0.03%	new	13F-HR Timeline Group
Wealthquest Corp	3,054	$253K	0.02%	new	13F-HR Timeline
Verum Partners LLC	3,036	$251K	0.05%	-416	13F-HR Timeline
Whitegate Investment Counselors, Inc.	3,020	$250K	0.08%	-6,076	13F-HR Timeline
Sunbelt Securities, Inc.	3,012	$249K	0.02%	-85	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	3,010	$249K	0.02%	0	13F-HR Timeline
Gouws Capital LLC	3,000	$248K	0.13%	+500	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	3,000	$248K	0.02%	0	13F-HR Timeline
Sunpointe, LLC	2,987	$247K	0.08%	-420	13F-HR Timeline
J2 Capital Management Inc	2,970	$246K	0.18%	0	13F-HR Timeline
Boreal Capital Management LLC	2,933	$243K	0.18%	0	13F-HR Timeline
Central Pacific Bank - Trust Division	2,920	$242K	0.03%	-394	13F-HR Timeline
Hudson Capital Management LLC	2,916	$242K	0.06%	-49	13F-HR Timeline
DUTCH ASSET Corp	2,884	$239K	0.18%		13F-HR Timeline
Range Financial Group LLC	2,881	$239K	0.08%	new	13F-HR Timeline
Elmwood Wealth Management, Inc.	2,877	$238K	0.08%	new	13F-HR Timeline
Conservest Capital Advisors, Inc.	2,868	$238K	0.02%	-2,268	13F-HR Timeline
BIP Wealth, LLC	2,864	$237K	0.01%	0	13F-HR Timeline
BALLAST ADVISORS LLC	2,844	$236K	0.06%	0	13F-HR Timeline
Mission Creek Capital Partners, Inc.	2,837	$235K	0.05%	+6	13F-HR Timeline
AMERIFLEX GROUP, INC.	2,829	$234K	0.12%	-1,083	13F-HR Timeline