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Disclosery

SHY ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
PETTYJOHN, WOOD & WHITE, INC2,525$209K0.04%013F-HRTimeline
1492 Capital Management LLC2,520$209K0.1%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,517$209K0.01%-90513F-HRTimeline
High Net Worth Advisory Group LLC2,500$207K0.05%013F-HRTimeline
Mandatum Life Insurance Co Ltd2,470$205K0.05%013F-HRTimeline
Sovran Advisors, LLC2,472$204K0.02%-41413F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …2,452$203K0.01%-43113F-HRTimelineGroup
ALLIUM FINANCIAL ADVISORS, LLC2,433$202K0.18%013F-HR/ATimeline
Compass Planning Associates Inc2,422$201K0.18%+1913F-HRTimeline
V2 Financial group LLC2,418$200K0.12%new13F-HRTimeline
Crewe Advisors LLC2,414$200K0.03%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,411$200K0.01%-82,72113F-HRTimelineGroup
Golden State Wealth Management, LLC2,263$188K0.02%+1,24013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,247$186K0.03%+2113F-HRTimeline
Tower View Wealth Management LLC2,226$184K0.1%+1413F-HRTimeline
Pacific Center for Financial Services2,108$175K0.05%013F-HRTimeline
Asset Dedication, LLC2,101$174K0.01%+36213F-HRTimeline
SIMA Wealth Partners, LLC2,086$173K0.14%+43013F-HRTimeline
ESL Trust Services, LLC2,061$171K0.03%+36713F-HRTimeline
EP Wealth Advisors, LLC2,037$169K<0.01%+39813F-HRTimeline
CNB Bank2,018$167K0.08%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,990$165K0.03%+1913F-HRTimeline
2UniFi Bank1,985$164K0.09%+25013F-HRTimeline
Roble, Belko & Company, Inc1,983$164K0.02%+1713F-HRTimeline
Transce3nd, LLC1,942$161K0.07%-6,25113F-HRTimeline
Aventura Private Wealth, LLC1,904$158K0.07%-8813F-HRTimeline
SOA Wealth Advisors, LLC.1,826$151K0.03%-12713F-HRTimeline
Global Trust Asset Management, LLC1,819$151K0.08%+75013F-HRTimeline
Horizons Wealth Management1,784$148K0.11%+4813F-HRTimeline
Ameliora Wealth Management Ltd.1,730$143K0.05%-3,45013F-HRTimeline
EASTERN BANK1,720$142K<0.01%-9313F-HRTimeline
Robinswood Financial LLC1,688$140K0.05%-5313F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,622$134K0.06%-613F-HRTimeline
Lummis Asset Management, LP1,595$132K0.09%013F-HRTimeline
Deane Retirement Strategies, Inc.1,538$127K0.06%+313F-HRTimeline
GHP Investment Advisors, Inc.1,427$118K0.01%013F-HRTimeline
Essential Partners LLC1,392$115K0.05%13F-HRTimeline
Cutler Capital Management, LLC1,286$107K0.04%013F-HRTimeline
Covestor Ltd1,274$106K0.06%+56913F-HRTimeline
Parkside Financial Bank & Trust1,271$105K0.01%013F-HRTimeline
Caldwell Trust Co1,249$103K0.01%013F-HRTimeline
Grove Bank & Trust1,200$99.4K0.01%013F-HRTimeline
Choate Investment Advisors1,183$98K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC1,171$97K0.05%new13F-HRTimeline
Arax Advisory Partners1,115$96.3K<0.01%+36113F-HRTimeline
Centerpoint Advisors, LLC1,125$93K0.03%013F-HRTimeline
Signature Resources Capital Management,…1,116$92.5K0.06%new13F-HRTimeline
Bear Mountain Capital, Inc.1,076$88.8K0.03%013F-HRTimeline
PrairieView Partners, LLC1,065$88K0.01%-35413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,053$87.3K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC936$77.6K<0.01%+4413F-HRTimeline
Vermillion & White Wealth Management Gr…936$77.6K0.05%-9213F-HRTimeline
Brooklyn Investment Group928$76.9K0.01%new13F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT911$75.5K<0.01%+87413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp908$75.2K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV898$74.4K0.01%-4813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC862$71.4K<0.01%-66413F-HRTimelineGroup
Darwin Wealth Management, LLC843$69.9K0.02%-8213F-HRTimeline
Hemington Wealth Management844$69K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…810$67.1K<0.01%013F-HRTimeline
Balentine LLC796$66K<0.01%-15,39113F-HRTimeline
Breakwater Investment Management782$64.8K0.03%013F-HRTimeline
Horizon Investments, LLC783$64.5K<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC750$62.1K0.02%013F-HRTimeline
Archer Investment Corp740$61.3K0.01%013F-HRTimeline
Bank of New Hampshire736$61K0.02%-7513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding724$60K-1,002Timeline
Cedar Mountain Advisors, LLC673$55.8K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC640$53K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…624$51.7K<0.01%013F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich615$51K<0.01%-6,09113F-HR/ATimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC609$50.5K<0.01%+3913F-HRTimelineGroup
IFS Advisors, LLC600$49.7K0.04%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…600$49.7K0.01%013F-HRTimeline
Semmax Financial Advisors Inc.588$48.6K0.01%+513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners560$46.4K0.01%new13F-HRTimelineGroup
Northwest Capital Management Inc556$46.1K0.02%-80013F-HRTimeline
New Republic Capital, LLC546$45.2K0.02%+44613F-HRTimeline
UNION SAVINGS BANK544$44.9K0.02%-47513F-HRTimeline
Berkshire Money Management, Inc.520$43.1K<0.01%new13F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC500$41.4K0.05%013F-HRTimeline
SRH ADVISORS, LLC500$41.4K0.01%013F-HRTimeline
McIlrath & Eck, LLC491$40.7K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP468$38.7K0.02%13F-HRTimeline
Private Wealth Asset Management, LLC450$37.3K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP446$37K<0.01%+5013F-HRTimelineGroup
Roxbury Financial LLC446$36.9K0.04%+5413F-HRTimeline
Future Financial Wealth Managment LLC438$36.3K0.02%-1,30013F-HRTimeline
Sound Income Strategies, LLC413$34.2K<0.01%-4713F-HRTimeline
MassMutual Private Wealth & Trust, FSB400$33.1K<0.01%+12513F-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
JNBA Financial Advisors395$32.7K<0.01%-1313F-HRTimeline
Millstone Evans Group, LLC394$32.6K0.02%013F-HRTimeline
CENTRAL TRUST Co374$31K<0.01%-6513F-HRTimeline
HOWE & RUSLING INC362$30K<0.01%+36113F-HRTimeline
Running Point Capital Advisors, LLC362$30K0.01%013F-HRTimeline
Delos Wealth Advisors, LLC356$29.5K0.02%new13F-HRTimeline
Holos Integrated Wealth LLC355$29.3K0.02%013F-HRTimeline
AlphaCore Capital LLC332$27.5K<0.01%-63213F-HRTimeline
West Branch Capital LLC328$27.2K0.01%+313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.304$25K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Accredited Wealth Management, LLC300$24.9K0.02%013F-HRTimeline
NewSquare Capital LLC298$24.7K<0.01%013F-HRTimeline
TD Capital Management LLC285$23.6K<0.01%+313F-HRTimeline
Garde Capital, Inc.276$22.9K<0.01%013F-HRTimeline
Beacon Capital Management, LLC262$21.7K<0.01%+613F-HRTimeline
Briaud Financial Planning Inc252$20K0.01%+21013F-HRTimeline
Hanson & Doremus Investment Management226$19K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.219$18.1K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC218$18.1K<0.01%013F-HR/ATimeline
Cranbrook Wealth Management, LLC212$17.6K<0.01%-17113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.204$16.9K0.01%new13F-HRTimeline
Granite FO LLC200$16.6K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN190$15.7K<0.01%new13F-HRTimeline
Bogart Wealth, LLC175$14.5K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC172$14.3K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/170$14.1K<0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co170$14.1K<0.01%013F-HRTimeline
HM PAYSON & CO166$13.8K<0.01%new13F-HRTimeline
Pacifica Partners Inc.163$13.5K0.01%+9813F-HRTimeline
Addison Advisors LLC160$13.3K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp159$13.2K0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC153$12.7K<0.01%new13F-HRTimeline
Blume Capital Management, Inc.142$11.8K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…138$11.5K<0.01%+13313F-HRTimelineGroup
Avion Wealth135$11K<0.01%+9113F-HR/ATimeline
Independence Bank of Kentucky127$10.5K<0.01%013F-HRTimeline
Key Financial Inc124$10.3K<0.01%+3413F-HRTimeline
High Note Wealth, LLC123$10.2K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.119$9.86K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.105$8.73K0.01%+113F-HRTimeline
Bellwether Advisors, LLC97$8.04K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC95$7.87K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC92$7.58K<0.01%013F-HRTimeline
City State Bank86$7.13K<0.01%-2013F-HRTimeline
FIRST UNITED BANK & TRUST85$7.04K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.88$7K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC84$6.96K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC75$6.21K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC72$5.96K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC66$5.47K<0.01%013F-HRTimeline
Sawyer & Company, Inc65$5.34K<0.01%new13F-HR/ATimeline
Smallwood Wealth Investment Management,…64$5.3K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.64$5.3K<0.01%-713F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC62$5.15K<0.01%-513F-HRTimeline
Wood Tarver Financial Group, LLC68$5K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL51$4.25K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC48$3.94K<0.01%+113F-HRTimeline
Pflug Koory, LLC45$3.73K<0.01%-4613F-HRTimeline
Rosenberg Matthew Hamilton36$2.98K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP30$2.49K<0.01%013F-HRTimeline
Strategic Wealth Investment Group, LLC28$2.32K<0.01%new13F-HRTimeline
Hara Capital LLC20$1.66K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC18$1.45K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.17$1.4K<0.01%-913F-HRTimeline
Global Wealth Strategies & Associates15$1.24K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC14$1.16K<0.01%-25013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV11$911<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC11$908<0.01%+113F-HRTimeline
Catherine Avery Investment Management L…8$663<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …7$580<0.01%13F-HRTimelineGroup
Integrity Financial Corp /WA5$414<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.5$414<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC4$333<0.01%new13F-HRTimeline
American Capital Advisory, LLC1$88<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC0$38<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CBIZ Investment Advisory Services, LLC0$5<0.01%-2013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.