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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
R2 Capital Strategies, LLC2,718$223K0.1%13F-HRTimeline
BAM Wealth Management, LLC2,712$223K0.14%new13F-HRTimeline
SimpliFi, Inc.2,707$222K0.09%+2413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,697$221K0.01%new13F-HRTimelineGroup
Ergawealth Advisors, Inc.2,671$219K0.09%013F-HRTimeline
Lewis Asset Management, LLC2,671$219K0.08%+2413F-HRTimeline
Qube Research & Technologies Ltd2,658$218K<0.01%new13F-HRTimeline
Waterloo Capital, L.P.2,656$218K0.01%-68613F-HRTimeline
Second Line Capital, LLC2,647$217K0.04%-8813F-HR/ATimeline
Summit Trail Advisors, LLC2,645$217K<0.01%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…2,633$216K0.04%-60913F-HRTimeline
PETRA FINANCIAL ADVISORS INC2,632$216K0.1%new13F-HRTimeline
Chatterton & Associates Inc.2,620$215K0.13%013F-HRTimeline
Centric Wealth Management2,590$213K0.03%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,585$212K<0.01%+1813F-HRTimeline
GreatBanc Trust CO2,575$211K0.13%+15013F-HRTimeline
TRUST CO OF VERMONT2,573$211K0.01%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,547$209K<0.01%-2,62013F-HRTimeline
KM Capital Management Ltd.2,546$209K0.1%new13F-HRTimeline
FINANCIAL DISCOVERY GROUP INC2,526$207K0.44%new13F-HRTimeline
Hickory Point Bank & Trust2,521$207K0.13%013F-HRTimeline
Insight Wealth Partners, LLC2,516$207K0.03%-12113F-HRTimeline
Hummer Financial Advisory Services Inc2,500$205K0.14%013F-HRTimeline
High Net Worth Advisory Group LLC2,500$205K0.04%013F-HRTimeline
Crabel Capital Management, LLC2,490$204K0.15%new13F-HRTimeline
Sanchez Gaunt Capital Management, LLC2,488$204K0.11%-2,36413F-HRTimeline
Mandatum Life Insurance Co Ltd2,470$203K0.04%013F-HRTimeline
Mayflower Financial Advisors, LLC2,457$202K0.02%-60913F-HRTimeline
Signet Private Wealth LLC2,451$201K0.16%-13,44613F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC2,436$200K0.08%new13F-HRTimeline
Principia Wealth Advisory, LLC2,347$193K0.1%+2,17713F-HRTimeline
Cape Investment Advisory, Inc.2,271$186K0.05%-1,72313F-HRTimeline
CNB Bank2,205$181K0.07%-5313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,165$178K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.2,132$175K0.01%+19513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,072$170K0.05%013F-HRTimeline
Private Wealth Asset Management, LLC2,050$168K0.02%013F-HRTimeline
NBH Bank2,049$168K0.07%13F-HRTimeline
Frankly Finances, LLC1,920$158K0.12%new13F-HR/ATimeline
SOA Wealth Advisors, LLC.1,854$152K0.03%+1613F-HRTimeline
Triumph Capital Management1,767$145K0.03%-10113F-HRTimeline
NI ACQUISITIONS COMPANY, LLC1,736$143K0.06%13F-HRTimeline
Ameliora Wealth Management Ltd.1,730$142K0.04%013F-HRTimeline
Robinswood Financial LLC1,694$139K0.04%013F-HRTimeline
Aventura Private Wealth, LLC1,647$135K0.04%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC1,612$132K0.02%13F-HRTimeline
Lummis Asset Management, LP1,595$131K0.08%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.1,589$130K0.08%-1,23013F-HRTimeline
Finley Financial, LLC1,535$126K0.05%013F-HRTimeline
BLUELINE ADVISORS LLC1,501$123K0.09%-94913F-HRTimeline
RATIONAL ADVISORS, INC.1,463$120K0.01%-7,78013F-HRTimeline
Financial Network Wealth Advisors LLC1,446$119K0.12%+79513F-HRTimeline
Copia Wealth Management1,429$117K0.07%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,427$117K<0.01%+32713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,419$117K<0.01%+47613F-HRTimelineGroup
Essential Partners LLC1,375$113K0.05%-5413F-HRTimeline
SIMA Wealth Partners, LLC1,300$107K0.08%-32013F-HRTimeline
Parkside Financial Bank & Trust1,255$103K0.01%013F-HRTimeline
Caldwell Trust Co1,249$103K0.01%013F-HRTimeline
Tower View Wealth Management LLC1,244$102K0.04%-4113F-HRTimeline
HighMark Wealth Management LLC1,214$99.7K0.03%+1113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,212$99.5K0.01%-83413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,204$98.9K0.04%-26513F-HRTimeline
Grove Bank & Trust1,200$98.5K0.01%013F-HRTimeline
Centerpoint Advisors, LLC1,169$96K0.03%-6513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,165$95.7K0.02%+27113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,123$92.2K<0.01%+21513F-HRTimelineGroup
Signature Resources Capital Management,…1,116$91.6K0.04%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,100$90.3K0.01%-1,23613F-HRTimelineGroup
Godfrey Financial Associates, Inc.1,019$83.7K0.06%013F-HRTimeline
Caitlin John, LLC1,015$83.3K0.05%+36313F-HRTimeline
Oakmont Advisory Group, LLC1,015$83.3K0.07%new13F-HRTimeline
Axiom Investment Management LLC1,001$82.2K0.05%013F-HRTimeline
SkyView Investment Advisors, LLC1,000$82K0.06%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC998$82K<0.01%new13F-HRTimeline
Peck Wealth Management, LLC900$73.9K0.06%-20013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC897$73.7K0.01%-4,02213F-HRTimeline
Darwin Wealth Management, LLC858$70.5K0.02%+613F-HRTimeline
NFSG Corp858$70.5K0.01%+61113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding857$70.4K+12Timeline
Holos Integrated Wealth LLC802$65.6K0.03%-15913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…778$63.9K0.17%-40,86113F-HR/ATimelineGroup
Deane Retirement Strategies, Inc.751$61.7K0.03%-86113F-HRTimeline
Glassman Wealth Services721$59.2K0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC716$58.8K0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC673$55.3K0.01%013F-HRTimeline
Asset Dedication, LLC657$53.9K<0.01%+17213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC640$52.6K<0.01%013F-HRTimeline
Westfuller Advisors, LLC634$52.1K0.02%-5,01213F-HRTimeline
Silver Grove Financial Group, Inc.619$50.8K0.03%new13F-HRTimeline
SHP Wealth Management609$50K<0.01%-3,99613F-HRTimeline
Ironwood Wealth Management, LLC.602$49.4K0.01%-9,97613F-HRTimeline
IFS Advisors, LLC600$49.3K0.02%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…600$49.3K0.01%013F-HRTimeline
Tidemark, LLC578$47.5K0.01%+9813F-HRTimeline
Breakwater Investment Management553$45.4K0.02%-22913F-HRTimeline
New Republic Capital, LLC546$44.8K0.01%013F-HRTimeline
UNION SAVINGS BANK544$44.7K0.02%013F-HRTimeline
Bank of New Hampshire538$44.2K0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP514$42.2K<0.01%+3213F-HRTimelineGroup
SRH ADVISORS, LLC500$41.1K0.01%013F-HRTimeline
Founders Financial Alliance, LLC500$41.1K0.01%-3713F-HRTimeline
Park Place Capital Corp500$41.1K0.01%013F-HRTimeline
MATHER GROUP, LLC.487$40K<0.01%-2,44713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC485$39.7K<0.01%+16413F-HRTimeline
Rialto Wealth Management, LLC477$39.2K0.01%new13F-HRTimeline
Beacon Financial Strategies CORP460$37.8K0.02%new13F-HRTimeline
Roxbury Financial LLC436$35.8K0.03%-313F-HRTimeline
VALLEY NATIONAL ADVISERS INC400$32.8K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB400$32.8K<0.01%013F-HRTimeline
JNBA Financial Advisors395$32.4K<0.01%013F-HRTimeline
Millstone Evans Group, LLC394$32.4K0.02%013F-HRTimeline
Bear Mountain Capital, Inc.379$31.1K0.01%013F-HRTimeline
CENTRAL TRUST Co374$30.7K<0.01%013F-HRTimeline
Founders Capital Management370$30.4K0.01%new13F-HRTimeline
Lodestone Wealth Management LLC350$28.8K0.01%+213F-HRTimeline
Pflug Koory, LLC340$27.9K0.01%+313F-HRTimeline
West Branch Capital LLC340$27.9K0.01%+313F-HRTimeline
Park Square Financial Group, LLC336$27.6K0.25%+21113F-HRTimeline
Horizon Investments, LLC335$27.3K<0.01%-54513F-HRTimeline
Cassaday & Co Wealth Management LLC325$26.7K<0.01%-55013F-HRTimeline
Planning Strategies Inc.312$25.6K0.02%13F-HRTimeline
Roble, Belko & Company, Inc302$25K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC304$25K0.01%-1,99513F-HRTimeline
MCF Advisors LLC300$24.6K<0.01%013F-HRTimeline
Quantum Portfolio Management LLC288$23.6K0.01%new13F-HRTimeline
Index Technologies Group LLC288$23.6K0.02%new13F-HRTimeline
EASTERN BANK267$21.9K<0.01%-10013F-HRTimeline
Armor Investment Advisors, LLC267$21.9K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.265$21.7K<0.01%+313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners261$21.4K<0.01%new13F-HRTimelineGroup
N10 ASSETS, LLC260$21.3K0.01%13F-HRTimeline
Atomic Invest LLC234$19.2K<0.01%-1113F-HRTimeline
Hanson & Doremus Investment Management226$19K<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.223$18.3K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC218$17.9K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd200$16.4K<0.01%-20013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN190$15.6K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.188$15.4K<0.01%013F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT180$14.8K<0.01%-7713F-HRTimeline
Bogart Wealth, LLC175$14.4K<0.01%013F-HRTimeline
3 FACTOR INDEXING, LLC172$14.1K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co170$14K<0.01%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding170$14K-15Timeline
TRUST CO OF TOLEDO NA /OH/165$13.5K<0.01%-1,18013F-HRTimeline
Wilkerson Advisory Group LLC161$13.2K<0.01%013F-HRTimeline
OBSIDIAN CIO, LLC80$12.3K0.01%-1113F-HRTimeline
Avion Wealth135$11K<0.01%013F-HRTimeline
Mosley Wealth Management129$10.6K<0.01%-51813F-HRTimeline
Gunpowder Capital Management, LLC dba O…129$10.6K0.01%013F-HRTimeline
Allied Private Wealth LLC125$10.2K0.01%13F-HRTimeline
High Note Wealth, LLC123$10.1K<0.01%013F-HRTimeline
TD Capital Management LLC122$10K<0.01%+113F-HRTimeline
Hughes Financial Services, LLC121$9.94K<0.01%-180,01813F-HRTimeline
Signature Equity Partners, LLC111$9.11K<0.01%-4413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC110$9.03K<0.01%013F-HRTimelineGroup
IMG Wealth Management, Inc.109$8.98K0.01%+113F-HRTimeline
Murphy & Mullick Capital Management Corp105$8.62K0.01%013F-HRTimeline
Brooklyn FI, LLC101$8.27K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC95$7.8K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC92$7.51K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC90$7.39K<0.01%013F-HRTimeline
City State Bank87$7.14K<0.01%-4713F-HRTimeline
Independence Bank of Kentucky86$7.06K<0.01%013F-HRTimeline
Archer Investment Corp83$6.85K<0.01%013F-HR/ATimeline
First Bancorp, Inc /ME/83$6.82K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.81$6.65K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC75$6.16K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.70$6K<0.01%-1813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…69$5.67K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC67$5.5K<0.01%-213F-HRTimeline
Beaird Harris Wealth Management, LLC66$5.42K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC66$5.42K<0.01%013F-HRTimeline
Sawyer & Company, Inc65$5.34K<0.01%013F-HRTimeline
Friedenthal Financial55$4.52K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL53$4.36K<0.01%013F-HRTimeline
REICON WEALTH ADVISORS, LLC50$4.11K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC49$4.05K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…41$3.37K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton36$2.96K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.32$2.63K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.29$2.38K<0.01%-30113F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC25$2.05K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST25$2.05K<0.01%-5013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.20$2K<0.01%-10313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Nemes Rush Group LLC15$1.23K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC12$1.01K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV11$903<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC11$903<0.01%013F-HRTimeline
Vision Retirement, LLC10$821<0.01%013F-HRTimeline
Catherine Avery Investment Management L…8$657<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC5$411<0.01%013F-HRTimeline
Dunhill Financial, LLC5$410<0.01%+213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP4$329<0.01%013F-HRTimeline
RMG Wealth Management LLC4$328<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.3$246<0.01%013F-HRTimeline
American Capital Advisory, LLC1$90<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1$82<0.01%13F-HRTimelineGroup
Raleigh Capital Management Inc.1$78<0.01%-22,46813F-HRTimeline
CBIZ Investment Advisory Services, LLC0$5<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.