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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
Ransom Advisory, Ltd2,300$189K0.09%013F-HRTimeline
Copia Wealth Management2,297$188K0.18%13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,213$181K0.04%+2813F-HRTimeline
Asset Dedication, LLC2,205$181K0.01%+4313F-HRTimeline
Tower View Wealth Management LLC2,198$180K0.1%-19713F-HRTimeline
WEBSTER BANK, N. A.2,126$174K0.02%013F-HRTimeline
Pacific Center for Financial Services2,108$173K0.04%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department2,106$173K0.06%13F-HRTimelineGroup
Horizons Wealth Management2,087$171K0.13%-13313F-HRTimeline
SOA Wealth Advisors, LLC.1,991$163K0.03%+2513F-HR/ATimeline
EASTERN BANK1,988$163K<0.01%-52713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,958$161K0.04%+2613F-HRTimeline
Roble, Belko & Company, Inc1,956$160K0.03%+32413F-HRTimeline
2UniFi Bank1,899$156K0.1%13F-HRTimeline
CNB Bank1,893$155K0.07%-9613F-HRTimeline
Future Financial Wealth Managment LLC1,738$142K0.1%013F-HRTimeline
Robinswood Financial LLC1,730$142K0.05%-25713F-HRTimeline
ESL Trust Services, LLC1,694$139K0.03%-32013F-HRTimeline
SIMA Wealth Partners, LLC1,664$136K0.12%-4413F-HRTimeline
Deane Retirement Strategies, Inc.1,648$135K0.07%-2013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,622$133K0.07%13F-HRTimeline
PrairieView Partners, LLC1,598$131K0.01%-1,71813F-HRTimeline
Lummis Asset Management, LP1,595$131K0.17%013F-HRTimeline
Caldwell Trust Co1,549$127K0.01%-14113F-HRTimeline
Wilmington Savings Fund Society, FSB1,480$121K<0.01%-4,23213F-HRTimeline
REAP Financial Group, LLC1,457$119K0.03%013F-HRTimeline
Northwest Capital Management Inc1,356$111K0.05%-18313F-HRTimeline
Fortitude Family Office, LLC1,351$111K0.04%+113F-HRTimeline
JNBA Financial Advisors1,288$106K0.01%-95813F-HRTimeline
Missouri Trust & Investment Co1,230$101K0.04%new13F-HRTimeline
Bear Mountain Capital, Inc.1,225$101K0.04%new13F-HRTimeline
Parkside Financial Bank & Trust1,211$99.3K0.01%013F-HRTimeline
Grove Bank & Trust1,200$98.4K0.01%013F-HRTimeline
MilWealth Group LLC1,186$97.2K0.03%new13F-HRTimeline
GHP Investment Advisors, Inc.1,171$96K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,132$92.8K<0.01%+32213F-HRTimeline
Centerpoint Advisors, LLC1,121$92K0.03%+8613F-HRTimeline
Vermillion & White Wealth Management Gr…1,028$84.3K0.06%-5713F-HRTimeline
UNION SAVINGS BANK1,019$83.5K0.04%-1,25013F-HRTimeline
Financial Network Wealth Advisors LLC1,000$82K0.15%new13F-HRTimeline
Hemington Wealth Management996$81K0.02%013F-HRTimeline
Venturi Wealth Management, LLC942$77.3K<0.01%013F-HRTimeline
VESTOR CAPITAL, LLC943$77K0.01%013F-HRTimeline
Eagle Bay Advisors LLC932$76.4K0.05%+1313F-HRTimeline
Darwin Wealth Management, LLC925$75.8K0.03%-27113F-HR/ATimeline
Rialto Wealth Management, LLC914$74.9K0.02%13F-HRTimeline
Sandy Spring Bank908$74.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV906$74.3K0.01%+2313F-HRTimeline
Caitlin John, LLC899$73.7K0.05%-5213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC868$71.2K<0.01%+42513F-HRTimeline
Bristlecone Advisors, LLC820$67.2K0.01%-12413F-HRTimeline
Global Trust Asset Management, LLC819$67.1K0.03%013F-HRTimeline
Bank of New Hampshire811$66.5K0.02%013F-HRTimeline
Addison Advisors LLC785$64.4K0.02%-7,90513F-HRTimeline
Breakwater Investment Management782$64.1K0.03%013F-HR/ATimeline
Wingate Wealth Advisors, Inc.779$63.9K0.06%13F-HRTimeline
AlphaMark Advisors, LLC770$63K0.03%new13F-HRTimeline
Horizon Investments, LLC771$63K<0.01%013F-HRTimeline
Archer Investment Corp739$60.6K0.02%+113F-HRTimeline
Tortoise Investment Management, LLC735$60.3K0.01%-40013F-HR/ATimeline
Cedar Mountain Advisors, LLC673$55.2K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC640$52.5K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding636$52.1K-142Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…624$51.2K<0.01%-59713F-HRTimelineGroup
IFS Advisors, LLC600$49.2K0.04%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…600$49.2K0.01%013F-HRTimeline
Granite FO LLC580$47.5K0.03%013F-HRTimeline
Semmax Financial Advisors Inc.578$47.4K0.01%+513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC570$46.7K<0.01%013F-HRTimelineGroup
CRITERION CAPITAL ADVISORS, LLC555$45.3K0.03%013F-HRTimeline
Lindbrook Capital, LLC550$45.1K<0.01%-40013F-HRTimeline
Creative Capital Management Investments…550$45.1K0.02%new13F-HRTimeline
Covestor Ltd550$45K0.03%013F-HRTimeline
Sound Income Strategies, LLC521$42.8K<0.01%-8413F-HRTimeline
SRH ADVISORS, LLC500$41K0.01%013F-HRTimeline
McIlrath & Eck, LLC491$40.3K0.01%013F-HRTimeline
Bellwether Advisors, LLC477$39.1K0.01%new13F-HRTimeline
Beacon Capital Management, LLC450$36.9K<0.01%-113F-HRTimeline
Roxbury Financial LLC439$36.2K0.03%13F-HRTimeline
Sanctuary Wealth Management, L.L.C.441$36.2K0.02%-231,74513F-HRTimeline
WR Wealth Planners, LLC432$35.4K0.01%-30513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC409$33.5K0.01%+25313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd400$32.8K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC394$32.3K0.02%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC400$32K0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP390$32K<0.01%+18713F-HRTimelineGroup
Cranbrook Wealth Management, LLC383$31.4K0.01%013F-HRTimeline
Golden State Wealth Management, LLC370$30.4K<0.01%13F-HRTimeline
Running Point Capital Advisors, LLC362$29.7K0.01%-113F-HRTimeline
Holos Integrated Wealth LLC355$29.1K0.02%13F-HRTimeline
West Branch Capital LLC323$26.5K0.01%+413F-HRTimeline
Bogart Wealth, LLC305$25K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC300$24.6K0.02%13F-HRTimeline
Bray Capital Advisors295$24.2K0.01%013F-HRTimeline
TD Capital Management LLC280$23K<0.01%+313F-HRTimeline
CBIZ Investment Advisory Services, LLC279$22.9K<0.01%+413F-HRTimeline
MassMutual Private Wealth & Trust, FSB275$22.5K<0.01%013F-HRTimeline
Anchor Investment Management, LLC274$22.5K<0.01%-24513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC264$21.6K<0.01%+16913F-HRTimeline
WASHINGTON TRUST Co260$21.3K<0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.248$20.3K0.01%+2013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC247$20.2K<0.01%013F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC239$19.6K0.01%13F-HRTimeline
High Note Wealth, LLC236$19.3K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC218$17.9K<0.01%-17513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hara Capital LLC200$16.4K0.01%013F-HR/ATimeline
HOWE & RUSLING INC191$15.7K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.179$15K<0.01%new13F-HRTimelineGroup
Rakuten Securities, Inc.181$14.8K0.01%-4613F-HRTimeline
Kiely Wealth Advisory Group, Inc.173$14.2K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC172$14.1K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co170$13.9K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp159$13.1K0.01%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC135$11K0.01%013F-HRTimeline
Independence Bank of Kentucky127$10.4K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.126$10.3K<0.01%+2313F-HRTimeline
Pinnacle Bancorp, Inc.119$9.76K<0.01%013F-HRTimeline
City State Bank106$8.69K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.104$8.5K0.01%13F-HRTimeline
Synergy Investment Management, LLC102$8.36K<0.01%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC100$8.2K<0.01%new13F-HRTimeline
New Republic Capital, LLC100$8.2K0.01%013F-HRTimeline
Transcendent Capital Group LLC100$8.2K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…96$7.87K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC95$7.79K<0.01%-11213F-HRTimeline
WOLFF WIESE MAGANA LLC92$7.5K<0.01%013F-HRTimeline
Pflug Koory, LLC91$7.46K<0.01%013F-HRTimeline
Key Financial Inc90$7.38K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.88$7K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST85$6.97K<0.01%-6013F-HRTimeline
GPS Wealth Strategies Group, LLC83$6.78K<0.01%-61,72713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP80$6.56K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC75$6.15K<0.01%-4013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC72$5.9K<0.01%013F-HRTimeline
TRUST CO OF VERMONT71$5.82K<0.01%013F-HRTimeline
Family Capital Trust Co68$5.57K<0.01%013F-HRTimeline
CENTRAL TRUST Co65$5.33K<0.01%-48713F-HRTimeline
Pacifica Partners Inc.65$5.33K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC68$5K<0.01%13F-HRTimeline
Sawyer & Company, Inc65$5K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL50$4.13K<0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.47$3.85K<0.01%13F-HRTimeline
Atlantic Private Wealth, LLC47$3.83K<0.01%+113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.46$3.77K<0.01%-8213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT37$3.03K<0.01%013F-HRTimeline
Briaud Financial Planning Inc42$3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.33$2.72K<0.01%13F-HRTimeline
Trivant Custom Portfolio Group, LLC22$1.8K<0.01%013F-HRTimeline
Abound Wealth Management19$1.56K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC18$1.44K<0.01%-1,00013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …12$984<0.01%+313F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV11$902<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC10$820<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.8$6770.06%-8,19713F-HRTimeline
Catherine Avery Investment Management L…8$656<0.01%13F-HR/ATimeline
Integrity Financial Corp /WA5$410<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.5$410<0.01%13F-HRTimeline
American Capital Advisory, LLC1$85<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC0$1<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Members Trust Co1,395,425$114B-45,66113F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.