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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
MORGAN STANLEYin group MORGAN STANLEY34,505,275$2.83B0.2%-2,883,44113F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.16,807,544$1.38B0.03%-4,395,42913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,282,874$1.25B0.12%+1,308,64013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,544,623$946M0.07%+3,731,84713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS9,232,624$757M2.16%+766,78213F-HRTimeline
LPL Financial LLC6,437,556$528M0.21%-221,23513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,483,336$450M0.11%+59,92013F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,378,607$441M0.1%-24,29513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,182,691$425M0.21%+47,34613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,902,127$402M-33,772Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,745,412$389M0.14%13F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,285,625$351M0.06%-241,58413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,075,986$334M0.91%+1,975,43213F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.3,823,000$313M2.36%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,552,711$291M0.07%+1,475,82413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,182,228$261M0.06%-11,57013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,861,980$235M0.04%-40,11313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,743,536$225M0.35%-763,21313F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding2,626,782$215M+55,774Timeline
Essential Planning, LLC.2,454,066$202M1.31%+2,405,88013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,480,728$121M0.12%+542,29813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,364,588$112M+735,328Timeline
Wealthfront Advisers LLC1,238,065$101M0.3%-305,88813F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,199,602$98.3M0.1%-385,64413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,128,688$92.5M0.06%+109,50413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,052,600$86.3M0.13%+332,40013F-HRTimeline
Smithfield Trust Co1,046,433$85.8M4.27%+34,10113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC965,739$79.2M2.21%+26,16213F-HRTimeline
Cetera Investment Advisers962,699$78.9M0.17%-32,03113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…960,601$78.8M0.07%-18,96213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,041,981$78.5M0.18%+222,95713F-HR/ATimelineGroup
HighTower Advisors, LLC876,859$71.9M0.1%-19,96513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC863,495$70.8M0.01%+141,18513F-HRTimelineGroup
TFC Financial Management, Inc.861,377$70.6M11.17%+39,45613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\800,267$65.6M0.09%-25,71513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…798,339$65.4M0.92%-539,32013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC789,188$64.7M0.22%+55,21713F-HRTimeline
Curi Capital, LLC781,311$64.1M1.48%+43,47313F-HRTimeline
GM Advisory Group, LLC715,369$58.6M3.25%+44,45313F-HRTimeline
Clarity Financial LLC683,431$56M6.7%-27,85313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…651,761$53.4M2.32%-52,31413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp644,489$52.8M0.18%-25,09413F-HRTimelineGroup
Private Advisor Group, LLC639,911$52.5M0.3%+294,00913F-HRTimeline
Amundiin group Amundi620,200$50.8M0.02%-90013F-HRTimelineGroup
SCOPUS ASSET MANAGEMENT, L.P.619,000$50.7M1.87%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC588,530$48.2M0.07%-26,60513F-HRTimeline
ELEMENT POINTE ADVISORS, LLC551,173$45.2M10.63%+6,27013F-HRTimeline
Bleakley Financial Group, LLC548,155$44.9M1.35%-18,10513F-HRTimeline
ATWOOD & PALMER INC541,631$44.4M3.04%+35,31213F-HRTimeline
Quent Capital, LLC522,434$42.8M4.43%+75,90413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…522,104$42.8M0.08%+155,32513F-HR/ATimeline
VICTORY CAPITAL MANAGEMENT INC517,731$42.4M0.04%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC516,708$42.4M0.02%-2,242,35913F-HR/ATimelineGroup
Silicon Valley Capital Partners458,799$37.6M4.2%+458,62113F-HRTimeline
America First Investment Advisors, LLC457,058$37.5M8.19%+41,65513F-HRTimeline
OneDigital Investment Advisors LLC441,459$36.2M0.42%+42,26313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC437,823$35.9M0.3%+99,81313F-HRTimelineGroup
COMERICA BANK433,183$35.5M0.14%-18,76213F-HR/ATimeline
Cambridge Investment Research Advisors,…432,938$35.5M0.12%-33,12713F-HRTimeline
EAGLE GLOBAL ADVISORS LLC426,025$34.9M1.43%+387,71013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC425,266$34.9M0.99%+1,83613F-HRTimeline
Watchman Group, Inc.419,076$34.4M9.02%+21,91713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC410,741$33.7M1.1%-21,41113F-HRTimeline
Fiduciary Group, LLC398,281$32.7M3.27%-35,98813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding392,366$32.2M+115,040Timeline
Corient Private Wealth LPin group Corient Private Wealth LP607,409$31.5M0.05%-205,54113F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…384,561$31.5M3.34%new13F-HRTimelineGroup
Modern Wealth Management, LLC371,387$30.4M1.14%+283,71613F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.370,715$30.4M0.01%+16,74213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…361,117$29.6M0.25%-2,83113F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd354,395$29.1M0.7%+243,91513F-HRTimelineGroup
Edge Wealth Management LLC346,597$28.4M5.75%-9,33213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT345,770$28.3M0.26%-13,36713F-HRTimeline
Strategic Investment Advisors / MI342,901$28.1M2.99%+221,70213F-HRTimeline
Willis Johnson & Associates, Inc.341,244$28M2.15%+12,24413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC340,050$27.9M0.4%+36,83013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC339,988$27.9M0.12%-358,12913F-HRTimelineGroup
Advisory Services Network, LLC339,784$27.9M0.52%+24,66613F-HRTimeline
Haverford Trust Co335,117$27.5M0.27%+15,21013F-HRTimeline
Dakota Wealth Management333,464$27.3M0.63%+68,63113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding312,082$25.6M+907Timeline
Allianz SEgroup of 2 filers holding300,647$24.6M-70,353Timeline
Lido Advisors, LLCin group Lido Advisors, LLC300,611$24.6M0.15%+33,54813F-HRTimelineGroup
NorthCoast Asset Management LLC299,685$24.6M0.12%-46,56313F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…298,401$24.5M0.09%-25,57613F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC294,689$24.2M0.01%-214,62213F-HRTimelineGroup
Fisher Asset Management, LLC290,384$23.8M0.01%+61,80513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.287,388$23.6M0.05%-2,93613F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC280,676$23M1.67%+10,99413F-HRTimeline
CX Institutional278,475$22.8M0.91%+85,86113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV278,273$22.8M0.06%-5,935,83013F-HRTimeline
Santa Clara Valley Transportation Autho…275,229$22.6M22.71%013F-HRTimeline
Mariner, LLCin group Mariner, LLC274,518$22.5M0.04%-17,19813F-HRTimelineGroup
Moment Partners, LLC271,765$22.3M4.24%13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP267,962$22M0.32%-8,10513F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP266,643$21.9M0.6%-148,83413F-HRTimeline
Innova Wealth Partners258,152$21.2M13.33%new13F-HRTimeline
Orion Porfolio Solutions, LLC252,172$20.7M0.21%+8,58813F-HRTimeline
Orion Portfolio Solutions, LLC252,172$20.7M0.21%+8,58813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd249,148$20.4M0.41%+59013F-HRTimelineGroup
Mesirow Financial Investment Management…245,727$20.1M0.4%-1,09013F-HRTimeline
BEAM WEALTH ADVISORS, INC.240,883$19.7M6.25%-82,11813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp238,850$19.6M1.28%-49613F-HRTimelineGroup
Betterment LLC236,154$19.4M0.05%+24,61513F-HRTimeline
Sigma Planning Corp234,399$19.2M0.6%+16,09013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…229,677$18.8M1.54%+85,10413F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC228,100$18.7M3.29%+5,96913F-HRTimeline
CWA Asset Management Group, LLC225,321$18.5M0.93%+76,87813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…222,840$18.3M0.05%+62,86213F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC221,267$18.1M2.92%-101,18713F-HRTimelineGroup
INSIGHT 2811, INC.217,823$17.9M9.2%-76,06513F-HRTimeline
Pinnacle Financial Partners Inc211,226$17.3M0.35%+22,72113F-HRTimeline
Hughes Financial Services, LLC209,717$17.2M3.53%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC209,549$17.2M0.15%+1,37113F-HRTimeline
Acorns Advisers, LLC206,815$17M0.16%+11,62713F-HRTimeline
Gunma Bank,Ltd.205,000$16.8M5.55%+85,00013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …204,711$16.8M0.03%+62,47113F-HRTimelineGroup
Mount Lucas Management LP198,611$16.3M5.67%+166,47513F-HRTimeline
Permanens Capital L.P.193,619$15.9M3.03%+102,65313F-HRTimeline
Birchcreek Wealth Management, LLC192,217$15.8M9.9%+25,03513F-HRTimeline
Larson Financial Group LLC191,966$15.7M0.82%+24,97013F-HRTimeline
MONTAG A & ASSOCIATES INC184,124$15.1M0.72%+66,29213F-HRTimeline
Kingsview Wealth Management, LLC181,596$14.9M0.29%+111,59513F-HRTimeline
Wellspring Financial Advisors, LLC181,555$14.9M1.56%+16,87513F-HRTimeline
Foundations Investment Advisors, LLC180,117$14.8M0.29%-191,18313F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC179,664$14.7M1.5%-30,89113F-HRTimeline
MBL Wealth, LLC177,674$14.6M1.46%+9,87713F-HRTimeline
Creative Planningin group Creative Planning176,892$14.5M0.01%+12,50013F-HRTimelineGroup
Aptus Capital Advisors, LLC174,422$14.3M0.17%+171,20113F-HRTimeline
DAVENPORT & Co LLC170,248$14M0.08%+80,97713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO169,515$13.9M0.25%-3,51813F-HRTimeline
Integrated Wealth Concepts LLC168,853$13.8M0.16%-13,10913F-HRTimeline
AdvisorNet Financial, Inc164,623$13.5M1.13%+20,17613F-HRTimeline
Lake Hills Wealth Management, LLC160,305$13.1M8.98%-50,01513F-HRTimeline
Atria Wealth Solutions, Inc.160,243$13.1M0.14%+26,07913F-HRTimeline
SevenBridge Financial Group, LLC153,792$12.6M2.39%-4,94013F-HRTimeline
CWM, LLCin group CWM, LLC152,875$12.5M0.05%+35,95113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC152,704$12.5M0.01%-111,11413F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding152,075$12.5M-8,919Timeline
DT Investment Partners, LLC151,661$12.4M1.05%+1,50013F-HRTimeline
Ballast, Inc.151,021$12.4M3.54%+2,77913F-HRTimeline
Wealthspire Retirement, LLC149,857$12.3M0.97%+11,88213F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC149,693$12.3M0.37%+39,97613F-HRTimeline
SG Americas Securities, LLC148,379$12.2M0.05%+74,08213F-HRTimeline
Capital Investment Services of America,…146,974$12M1.15%-78613F-HRTimeline
Balefire, LLC145,553$11.9M4.08%-32,18513F-HRTimeline
Ifrah Financial Services, Inc.144,609$11.9M3.28%+1,92413F-HRTimeline
Argent Advisors, Inc.141,815$11.6M4.31%+2,74013F-HRTimeline
Timelo Investment Management Inc.in group Timelo Investment Management …138,800$11.4M25.58%+3,80013F-HRTimelineGroup
Ted Buchan & Co137,047$11.2M5.3%-5,73313F-HRTimeline
Money Design Co.,Ltd.136,818$11.2M0.58%+17,81113F-HRTimeline
SYNOVUS FINANCIAL CORP135,568$11.1M0.14%+31,54913F-HRTimeline
RWA WEALTH PARTNERS, LLC131,439$10.8M0.13%+127,89513F-HRTimeline
Janney Montgomery Scott LLC131,395$10.8M0.03%+31,28613F-HRTimeline
Perigon Wealth Management, LLC130,661$10.7M0.26%-26,72913F-HRTimeline
StrongBox Wealth, LLC130,141$10.7M4.52%+11,15913F-HRTimeline
Almanack Investment Partners, LLC.130,069$10.7M1.64%+121,05213F-HRTimeline
Carr Financial Group Corp129,891$10.6M3.35%+95,81113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA129,696$10.6M0.03%-12,32813F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.129,659$10.6M1.27%-19713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…129,194$10.6M0.04%+10,74013F-HRTimelineGroup
Net Worth Advisory Group127,942$10.5M3.18%-58813F-HRTimeline
Ethos Financial Group, LLC127,919$10.5M1.37%new13F-HRTimeline
Global View Capital Management LLC125,721$10.3M3.61%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP125,175$10.3M1.58%-2,55113F-HRTimeline
Broyhill Asset Management, LLC123,886$10.2M8.95%13F-HRTimeline
1832 Asset Management L.P.123,802$10.1M0.02%+7,44613F-HRTimeline
BEARING POINT CAPITAL, LLC122,079$10M2.09%13F-HRTimeline
White Pine Investment CO119,969$9.84M2.66%+11,39513F-HRTimeline
LEUTHOLD GROUP, LLC119,916$9.83M1.18%-20,86913F-HRTimeline
Trajan Wealth LLC118,796$9.74M0.54%-78313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management118,009$9.67M0.14%-24,90013F-HRTimelineGroup
CAMDEN NATIONAL BANK117,575$9.64M1.44%+8,34613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MTC Wealth Management LLC115,533$9.47M4.56%-1,27013F-HRTimeline
OLD MISSION CAPITAL LLC114,931$9.42M0.22%-5,16913F-HRTimeline
Farther Finance Advisors, LLC114,528$9.39M0.34%-2,85713F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC113,554$9.31M1.12%+5,88413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …111,250$9.12M1.17%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC109,932$9.01M0.2%-10,18713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP109,822$9M<0.01%+91,08213F-HRTimelineGroup
Dynamic Advisor Solutions LLC109,693$8.99M0.39%+20,82413F-HRTimeline
Salomon & Ludwin, LLC108,554$8.9M0.94%-13213F-HRTimeline
Proficio Capital Partners LLC107,528$8.84M0.72%+36,58513F-HR/ATimeline
TOWNSQUARE CAPITAL LLC105,855$8.68M0.1%+78,87413F-HRTimeline
National Philanthropic Trust105,728$8.67M0.12%+39,24813F-HRTimeline
SCOTIA CAPITAL INC.104,647$8.58M0.05%-4,51413F-HRTimeline
LWM ADVISORS INC104,532$8.57M8.6%13F-HRTimeline
NewEdge Advisors, LLC104,282$8.55M0.05%+1,46113F-HRTimeline
Clearstead Advisors, LLC102,805$8.43M0.13%-1,35913F-HRTimeline
Premier Path Wealth Partners, LLC102,587$8.41M1.28%+5,97713F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.102,300$8.39M0.05%013F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV102,263$8.38M3.02%+78,58213F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…100,676$8.25M0.11%-78313F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP100,558$8.24M0.77%+18,38913F-HRTimelineGroup
World Investment Advisors100,127$8.21M0.23%+6,22413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.99,511$8.16M0.05%-4,87313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS98,205$8.05M0.01%+95,10113F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC97,775$8.02M0.55%-14,62013F-HRTimeline
Integrated Advisors Network LLC96,862$7.94M0.38%-1,04513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.96,653$7.92M3.4%+7,79913F-HRTimeline