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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
CNB Bank2,018$167K0.08%+12513F-HRTimeline
Aventura Private Wealth, LLC1,992$165K0.09%-39113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,971$163K0.04%+1313F-HRTimeline
Roble, Belko & Company, Inc1,966$163K0.03%+1013F-HRTimeline
SOA Wealth Advisors, LLC.1,953$162K0.03%-3813F-HRTimeline
EASTERN BANK1,813$150K<0.01%-17513F-HRTimeline
Robinswood Financial LLC1,741$144K0.05%+1113F-HRTimeline
Asset Dedication, LLC1,739$144K0.01%-46613F-HRTimeline
Future Financial Wealth Managment LLC1,738$144K0.11%013F-HRTimeline
Horizons Wealth Management1,736$144K0.11%-35113F-HRTimeline
2UniFi Bank1,735$143K0.09%-16413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,726$143K+1,090Timeline
ESL Trust Services, LLC1,694$140K0.03%013F-HRTimeline
SIMA Wealth Partners, LLC1,656$137K0.11%-813F-HRTimeline
EP Wealth Advisors, LLC1,639$136K<0.01%-84613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,628$135K0.07%+613F-HRTimeline
Wayfinding Financial, LLC1,597$132K0.06%new13F-HRTimeline
Lummis Asset Management, LP1,595$132K0.09%013F-HRTimeline
Park Square Financial Group, LLC1,537$127K0.1%-91813F-HRTimeline
Deane Retirement Strategies, Inc.1,535$127K0.06%-11313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,526$126K0.01%+1,27913F-HRTimelineGroup
GHP Investment Advisors, Inc.1,427$118K0.01%+25613F-HRTimeline
PrairieView Partners, LLC1,419$117K0.01%-17913F-HRTimeline
Northwest Capital Management Inc1,356$112K0.05%013F-HRTimeline
Cutler Capital Management, LLC1,286$106K0.04%new13F-HRTimeline
Parkside Financial Bank & Trust1,271$105K0.01%+6013F-HRTimeline
Caldwell Trust Co1,249$103K0.01%-30013F-HRTimeline
Grove Bank & Trust1,200$99.3K0.01%013F-HRTimeline
Sandy Spring Bank1,164$96.3K<0.01%+25613F-HRTimeline
Centerpoint Advisors, LLC1,125$93K0.03%+413F-HRTimeline
Bear Mountain Capital, Inc.1,076$89.3K0.03%-14913F-HRTimeline
Global Trust Asset Management, LLC1,069$88.4K0.05%+25013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,053$87.1K0.01%13F-HRTimeline
Vermillion & White Wealth Management Gr…1,028$85K0.06%013F-HRTimeline
Golden State Wealth Management, LLC1,023$84.7K0.01%+65313F-HR/ATimeline
UNION SAVINGS BANK1,019$84.3K0.04%013F-HRTimeline
AlphaCore Capital LLC964$79.8K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV946$78.3K0.01%+4013F-HRTimeline
VESTOR CAPITAL, LLC943$78K0.01%013F-HRTimeline
Darwin Wealth Management, LLC925$75.8K0.03%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC892$73.7K<0.01%+2413F-HRTimeline
Hemington Wealth Management844$69K0.01%-15213F-HRTimeline
Lindbrook Capital, LLC825$68.3K0.01%+27513F-HRTimeline
Bank of New Hampshire811$67.1K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…810$67K<0.01%-32213F-HRTimeline
Financial Network Wealth Advisors LLC799$66.1K0.09%-20113F-HRTimeline
Breakwater Investment Management782$64.7K0.03%013F-HRTimeline
TRUST CO OF VERMONT780$64.5K<0.01%+70913F-HRTimeline
Horizon Investments, LLC782$64.3K<0.01%+1113F-HRTimeline
Arax Advisory Partners754$62.4K<0.01%-3,27113F-HRTimeline
Rialto Wealth Management, LLC750$62K0.02%-16413F-HRTimeline
Archer Investment Corp740$61.2K0.02%+113F-HRTimeline
Covestor Ltd705$58K0.04%+15513F-HRTimeline
Cedar Mountain Advisors, LLC673$55.7K0.01%013F-HRTimeline
Promus Capital, LLC649$53.7K0.04%new13F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC640$52.9K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…624$51.6K<0.01%013F-HRTimelineGroup
IFS Advisors, LLC600$49.6K0.04%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…600$49.6K0.01%013F-HRTimeline
Semmax Financial Advisors Inc.583$48.1K0.01%+513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC570$47.2K<0.01%013F-HRTimelineGroup
GARRISON BRADFORD & ASSOCIATES INC500$41.4K0.05%new13F-HRTimeline
SRH ADVISORS, LLC500$41.4K0.01%013F-HRTimeline
McIlrath & Eck, LLC491$40.6K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC485$40.1K0.01%new13F-HRTimeline
WFA Asset Management Corp470$38.4K0.02%new13F-HRTimeline
Sound Income Strategies, LLC460$38K<0.01%-6113F-HRTimeline
Private Wealth Asset Management, LLC450$37.2K0.01%13F-HRTimeline
CENTRAL TRUST Co439$36.3K<0.01%+37413F-HRTimeline
Wilmington Savings Fund Society, FSB430$35.6K<0.01%-1,05013F-HRTimeline
WestEnd Advisors, LLC428$35.4K<0.01%new13F-HRTimeline
JNBA Financial Advisors408$33.8K<0.01%-88013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd400$33.1K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC400$33K0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP396$33K<0.01%+613F-HRTimelineGroup
Millstone Evans Group, LLC394$32.6K0.02%013F-HRTimeline
Roxbury Financial LLC392$32.4K0.03%-4713F-HRTimeline
Cranbrook Wealth Management, LLC383$31.7K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC362$29.9K0.01%013F-HRTimeline
Holos Integrated Wealth LLC355$29.4K0.02%013F-HRTimeline
West Branch Capital LLC325$26.9K0.01%+213F-HRTimeline
GODSEY & GIBB, INC314$26K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC314$26K<0.01%-5,15913F-HRTimeline
Accredited Wealth Management, LLC300$24.8K0.02%013F-HRTimeline
NewSquare Capital LLC298$24.7K<0.01%new13F-HRTimeline
TD Capital Management LLC282$23.3K<0.01%+213F-HRTimeline
Garde Capital, Inc.276$22.8K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB275$22.8K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC264$21.8K0.01%013F-HRTimeline
WASHINGTON TRUST Co260$21.5K<0.01%013F-HRTimeline
Beacon Capital Management, LLC256$21.2K<0.01%-19413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC239$19.8K0.01%013F-HR/ATimeline
Hanson & Doremus Investment Management226$19K<0.01%new13F-HRTimeline
PSI Advisors, LLC229$18.9K0.01%-82,50013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC218$18K<0.01%013F-HRTimeline
Granite FO LLC200$16.5K0.01%-38013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC196$16.2K<0.01%-21313F-HRTimeline
Bogart Wealth, LLC175$14.5K<0.01%-13013F-HRTimeline
Jackson Hole Capital Partners, LLC172$14.2K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co170$14.1K0.01%013F-HRTimeline
Addison Advisors LLC160$13.2K<0.01%-62513F-HRTimeline
Murphy & Mullick Capital Management Corp159$13.2K0.01%013F-HRTimeline
Bristlecone Advisors, LLC146$12.1K<0.01%-67413F-HRTimeline
Independence Bank of Kentucky127$10.5K<0.01%013F-HRTimeline
Anchor Investment Management, LLC124$10.3K<0.01%-15013F-HRTimeline
High Note Wealth, LLC123$10.2K<0.01%-11313F-HRTimeline
PROFFITT & GOODSON INC120$9.93K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.119$9.85K<0.01%013F-HRTimeline
City State Bank106$8.77K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.104$8.63K0.01%013F-HRTimeline
Synergy Investment Management, LLC102$8.36K<0.01%013F-HRTimeline
New Republic Capital, LLC100$8.27K<0.01%013F-HRTimeline
Bellwether Advisors, LLC97$8.03K<0.01%-38013F-HRTimeline
Atlantic Edge Private Wealth Management…96$7.94K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC95$7.86K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC92$7.57K0.01%013F-HRTimeline
MATHER GROUP, LLC.91$7.53K<0.01%-3513F-HRTimeline
Pflug Koory, LLC91$7.53K<0.01%013F-HRTimeline
Key Financial Inc90$7.45K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST85$7.03K<0.01%013F-HRTimeline
DAGCO, INC.85$7.03K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.88$7K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC84$6.95K<0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC75$6.21K<0.01%013F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC72$5.96K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.71$5.87K<0.01%-11013F-HRTimelineGroup
Wood Tarver Financial Group, LLC68$5.63K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC67$5.54K<0.01%-1613F-HRTimeline
Tanglewood Legacy Advisors, LLC66$5.46K<0.01%new13F-HRTimeline
Pacifica Partners Inc.65$5.38K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL51$4.2K<0.01%+113F-HRTimeline
Atlantic Private Wealth, LLC47$3.9K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT37$3.06K<0.01%013F-HRTimeline
Avion Wealth44$3K<0.01%new13F-HRTimeline
Briaud Financial Planning Inc42$3K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton36$2.98K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP30$2.48K<0.01%-5013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.26$2.15K<0.01%-2013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.19$2K<0.01%-16013F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC22$1.82K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC20$1.66K<0.01%-25913F-HR/ATimeline
Hara Capital LLC20$1.66K<0.01%-18013F-HRTimeline
Abound Wealth Management19$1.57K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC18$1.45K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates15$1.24K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …12$993<0.01%13F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV11$910<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC10$825<0.01%013F-HRTimeline
Catherine Avery Investment Management L…8$662<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5$414<0.01%-7,25713F-HRTimelineGroup
Integrity Financial Corp /WA5$414<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.5$414<0.01%013F-HRTimeline
American Capital Advisory, LLC1$87<0.01%013F-HRTimeline
HOWE & RUSLING INC1$83<0.01%-19013F-HRTimeline
1 NORTH WEALTH SERVICES LLC0$38<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
ATTICUS WEALTH MANAGEMENT, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-21,91013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.