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Disclosery

SHY ISHARES TR

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COM (fund)

1,142 managers (1,157 13F filers) reported a position in SHY shares at 2025-09-30, 236,365,940 shares in all. 80 filers opened a position and 100 filers sold out during the quarter.

Managers
1,142
13F filers
1,157
New
80
Added
438
Reduced
448
Sold out
100
Shares held by filers
236,365,940

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
VESTOR CAPITAL, LLC1,913$159K0.01%-8,33713F-HRTimeline
Strategic Advocates LLC1,909$158K0.04%new13F-HRTimeline
Aventura Private Wealth, LLC1,904$158K0.06%013F-HRTimeline
SOA Wealth Advisors, LLC.1,806$150K0.03%-2013F-HRTimeline
Horizons Wealth Management1,775$147K0.1%-913F-HRTimeline
Ameliora Wealth Management Ltd.1,730$144K0.05%013F-HRTimeline
Robinswood Financial LLC1,694$141K0.05%+613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,622$135K0.06%013F-HRTimeline
Lummis Asset Management, LP1,595$132K0.09%013F-HRTimeline
Deane Retirement Strategies, Inc.1,594$132K0.06%+5613F-HRTimeline
Tower View Wealth Management LLC1,572$130K0.07%-65413F-HRTimeline
Global Trust Asset Management, LLC1,500$124K0.06%-31913F-HRTimeline
Essential Partners LLC1,405$117K0.04%+1313F-HRTimeline
Qube Research & Technologies Ltd1,405$117K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,327$110K0.01%+42913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,262$105K<0.01%+40013F-HRTimelineGroup
Caldwell Trust Co1,249$104K0.01%013F-HRTimeline
Grove Bank & Trust1,200$99.6K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,193$99K<0.01%+38313F-HRTimeline
HighMark Wealth Management LLC1,182$98.1K0.04%+1113F-HRTimeline
Centerpoint Advisors, LLC1,125$93K0.03%013F-HRTimeline
Signature Resources Capital Management,…1,116$92.6K0.05%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,100$91.3K<0.01%-12,79313F-HR/ATimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,053$87.4K<0.01%013F-HRTimeline
Financial Life Planners1,019$84.5K0.06%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC965$80K<0.01%+2913F-HRTimeline
Covestor Ltd941$78K0.04%-33313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp908$75.3K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC894$74.2K0.02%new13F-HRTimeline
Vermillion & White Wealth Management Gr…875$72.6K0.04%-6113F-HRTimeline
Caitlin John, LLC871$72.3K0.05%new13F-HRTimeline
Hemington Wealth Management844$70K0.01%013F-HRTimeline
Darwin Wealth Management, LLC843$70K0.02%013F-HRTimeline
Activest Wealth Management800$66.4K0.01%new13F-HRTimeline
Balentine LLC796$66K<0.01%013F-HRTimeline
Breakwater Investment Management782$64.9K0.02%013F-HRTimeline
Premier Financial Group775$64.3K0.02%new13F-HRTimeline
Bell Investment Advisors, Inc765$63.5K0.01%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding760$63K+36Timeline
Rialto Wealth Management, LLC750$62.2K0.02%013F-HRTimeline
Bank of New Hampshire736$61.1K0.01%013F-HRTimeline
HOWE & RUSLING INC677$56.2K<0.01%+31513F-HRTimeline
Cedar Mountain Advisors, LLC673$55.8K0.01%013F-HRTimeline
Promus Capital, LLC662$54.9K0.04%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC640$53.1K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…624$51.8K<0.01%013F-HRTimelineGroup
EASTERN BANK622$51.6K<0.01%-1,09813F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich615$51K<0.01%013F-HRTimeline
IFS Advisors, LLC600$49.8K0.03%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…600$49.8K0.01%013F-HRTimeline
Northwest Capital Management Inc556$46.1K0.05%013F-HRTimeline
GPS Wealth Strategies Group, LLC547$45.4K<0.01%+48513F-HRTimeline
New Republic Capital, LLC546$45.3K0.01%013F-HRTimeline
SRH ADVISORS, LLC500$41.5K0.01%013F-HRTimeline
Founders Financial Alliance, LLC500$41.5K0.01%-6,91613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners497$41.2K0.01%-6313F-HRTimelineGroup
McIlrath & Eck, LLC491$40.7K<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC459$38.1K0.01%new13F-HRTimeline
Roxbury Financial LLC449$37.2K0.03%+313F-HRTimeline
Future Financial Wealth Managment LLC438$36.3K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP416$35K<0.01%-3013F-HRTimelineGroup
Sound Income Strategies, LLC401$33.2K<0.01%-1213F-HRTimeline
MassMutual Private Wealth & Trust, FSB400$33.2K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd400$33.2K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors395$32.8K<0.01%013F-HRTimeline
Millstone Evans Group, LLC394$32.7K0.02%013F-HRTimeline
Bear Mountain Capital, Inc.378$31.4K0.01%-69813F-HRTimeline
CENTRAL TRUST Co374$31K<0.01%013F-HRTimeline
Horizon Investments, LLC369$30.4K<0.01%-41413F-HRTimeline
Running Point Capital Advisors, LLC362$30K0.01%013F-HRTimeline
Delos Wealth Advisors, LLC356$29.5K0.02%013F-HRTimeline
Holos Integrated Wealth LLC355$29.4K0.02%013F-HRTimeline
Pflug Koory, LLC332$27.5K0.01%+28713F-HRTimeline
West Branch Capital LLC331$27.5K0.01%+313F-HRTimeline
AlphaCore Capital LLC326$27K<0.01%-613F-HRTimeline
Key Financial Inc320$26.5K<0.01%+19613F-HRTimeline
Accredited Wealth Management, LLC450$24.9K0.02%+15013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT257$21.3K<0.01%-65413F-HRTimeline
Hanson & Doremus Investment Management226$19K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC218$18.1K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC212$17.6K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.204$16.9K0.01%013F-HRTimeline
TD Capital Management LLC202$16.8K<0.01%-8313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN190$15.8K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…180$14.9K<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%013F-HRTimeline
Indiana Trust & Investment Management Co170$14.1K<0.01%013F-HRTimeline
Pacifica Partners Inc.163$13.5K<0.01%013F-HRTimeline
Addison Advisors LLC160$13.3K<0.01%013F-HRTimeline
Avion Wealth135$11K<0.01%013F-HRTimeline
Independence Bank of Kentucky127$10.5K<0.01%013F-HRTimeline
High Note Wealth, LLC123$10.2K<0.01%013F-HRTimeline
Morse Asset Management, Inc121$10K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.119$9.87K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC115$9.54K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.106$8.83K0.01%+113F-HRTimeline
Murphy & Mullick Capital Management Corp105$8.71K0.01%-5413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC100$8.3K<0.01%-36,92413F-HRTimelineGroup
OAKWORTH CAPITAL, INC.100$8.3K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC98$8.13K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC95$7.88K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC92$7.59K<0.01%013F-HRTimeline
RATIONAL ADVISORS, INC.86$7.13K<0.01%-22,19813F-HRTimeline
City State Bank86$7.13K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST85$7.05K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.88$7K<0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …85$6.98K<0.01%new13F-HRTimelineGroup
Archer Investment Corp81$6.73K<0.01%-65913F-HRTimeline
Abich Financial Wealth Management LLC77$6.39K<0.01%13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC75$6.22K<0.01%013F-HRTimeline
Orion Capital Management LLC73$6.06K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC72$5.96K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…69$5.72K<0.01%-6913F-HRTimelineGroup
Heartwood Wealth Advisors LLC67$5.56K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC66$5.47K<0.01%013F-HRTimeline
Sawyer & Company, Inc65$5K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.54$4.48K<0.01%-1013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL52$4.29K<0.01%+113F-HRTimeline
Atlantic Private Wealth, LLC48$3.98K<0.01%013F-HRTimeline
Park Square Financial Group, LLC39$3.24K0.01%-3,09013F-HRTimeline
Rosenberg Matthew Hamilton36$2.99K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC32$2.65K<0.01%-3,10113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP30$2.49K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC25$2.07K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.24$2K<0.01%-28013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hara Capital LLC20$1.66K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates15$1.24K<0.01%013F-HRTimeline
Nemes Rush Group LLC15$1.24K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC14$1.16K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV11$913<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC11$913<0.01%013F-HRTimeline
Catherine Avery Investment Management L…8$664<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5$415<0.01%-1213F-HRTimeline
Quest 10 Wealth Builders, Inc.5$415<0.01%013F-HRTimeline
Manchester Capital Management LLC3$266<0.01%new13F-HRTimeline
New Millennium Group LLC3$249<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.3$209<0.01%-7,94813F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2$166<0.01%13F-HRTimelineGroup
American Capital Advisory, LLC1$89<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC0$5<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.