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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
MORGAN STANLEYin group MORGAN STANLEY33,619,624$2.78B0.2%-885,65113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.16,287,896$1.35B0.03%-519,64813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,944,777$988M0.09%-3,338,09713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,420,106$945M0.07%-124,51713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS10,240,707$847M2.13%+1,008,08313F-HRTimeline
LPL Financial LLC6,855,478$567M0.22%+417,92213F-HRTimeline
UBS Group AGin group UBS Group AG5,114,951$423M0.09%-263,65613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,074,843$420M0.1%-408,49313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,068,597$419M0.16%+323,18513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,370,042$362M-532,085Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,043,180$335M0.09%+490,46913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,696,195$306M0.06%-589,43013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,656,301$302M0.16%-1,526,39013F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.3,598,600$298M2.37%-224,40013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,180,718$263M0.72%-895,26813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,163,105$262M0.06%-19,12313F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,032,043$251M0.4%+288,50713F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding2,769,768$229M-92,212Timeline
Cerity Partners LLCgroup of 2 filers holding2,678,432$222M+51,650Timeline
Focus Partners Wealthgroup of 2 filers holding1,370,963$113M+6,375Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,330,494$110M0.06%+201,80613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,305,402$108M0.08%-175,32613F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC1,240,581$102M13.74%+1,019,31413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC1,226,200$101M0.15%+173,60013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,178,843$97.5M0.1%-20,75913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,146,358$94.8M0.16%+538,94913F-HRTimelineGroup
Wealthfront Advisers LLC1,120,066$92.7M0.25%-117,99913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,119,675$92.6M0.08%+159,07413F-HRTimelineGroup
Smithfield Trust Co1,099,425$91M4.56%+52,99213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC918,698$76M2.09%-47,04113F-HRTimeline
TFC Financial Management, Inc.880,742$72.9M11.15%+19,36513F-HRTimeline
HighTower Advisors, LLC877,646$72.6M0.1%+78713F-HRTimeline
MML INVESTORS SERVICES, LLC874,069$72.3M0.24%+84,88113F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …873,709$72.3M0.07%+843,00313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC863,397$71.4M0.01%-9813F-HR/ATimelineGroup
GM Advisory Group, LLC811,256$67.1M3.62%+95,88713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\808,913$66.9M0.09%+8,64613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.741,966$61.4M0.14%-300,01513F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.700,578$58M0.02%+329,86313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC681,596$56.4M0.08%+93,06613F-HRTimeline
AIA Group Ltdin group AIA Group Ltd675,135$55.9M1.37%+320,74013F-HRTimelineGroup
Amundiin group Amundi670,200$55.4M0.02%+50,00013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp664,458$55M0.2%+19,96913F-HRTimelineGroup
Clarity Financial LLC659,365$54.5M6.27%-24,06613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…655,942$54.3M2.54%+4,18113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC647,344$53.6M0.32%+346,73313F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding642,392$53.1M+635,726Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…625,795$51.8M0.76%-172,54413F-HRTimelineGroup
SCOPUS ASSET MANAGEMENT, L.P.619,000$51.2M1.85%013F-HRTimeline
Cetera Investment Advisers601,314$49.7M0.1%-361,38513F-HRTimeline
ATWOOD & PALMER INC560,933$46.4M3.22%+19,30213F-HRTimeline
Bleakley Financial Group, LLC540,922$44.8M1.44%-7,23313F-HRTimeline
ELEMENT POINTE ADVISORS, LLC532,410$44M10.71%-18,76313F-HRTimeline
Quent Capital, LLC530,690$43.9M4.61%+8,25613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC518,159$42.9M0.04%+42813F-HRTimeline
Members Trust Co515,581$42.7M1.49%-879,84413F-HRTimeline
Mesirow Financial Investment Management…507,326$42M0.81%+261,59913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC501,657$41.5M0.39%+63,83413F-HRTimelineGroup
Curi Capital, LLC492,509$40.7M1%-288,80213F-HRTimeline
Mariner, LLCin group Mariner, LLC488,228$40.4M0.07%+213,71013F-HRTimelineGroup
America First Investment Advisors, LLC451,616$37.4M7.88%-5,44213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…429,838$35.6M0.07%-92,26613F-HRTimeline
Marks Wealth, LLC429,648$35.5M13.05%new13F-HRTimeline
COMERICA BANK426,400$35.3M0.15%-6,78313F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC421,275$34.9M1.04%-3,99113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC404,252$33.4M0.49%+64,20213F-HRTimeline
Modern Wealth Management, LLC392,219$32.4M1.04%+20,83213F-HR/ATimeline
Innova Wealth Partners380,718$31.5M19.52%+122,56613F-HRTimeline
Fisher Asset Management, LLC380,660$31.5M0.01%+90,27613F-HRTimeline
Fiduciary Group, LLC376,789$31.2M3.12%-21,49213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp372,832$30.8M1.41%+133,98213F-HRTimelineGroup
Wellspring Financial Advisors, LLC367,450$30.4M3.39%+185,89513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT363,177$30M0.28%+17,40713F-HRTimeline
Advisory Services Network, LLC362,785$30M0.58%+23,00113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC359,072$29.7M1%-51,66913F-HRTimeline
Cambridge Investment Research Advisors,…357,979$29.6M0.1%-74,95913F-HRTimeline
Edge Wealth Management LLC351,104$29M5.89%+4,50713F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP348,651$28.8M0.49%+82,00813F-HRTimeline
Haverford Trust Co345,900$28.6M0.29%+10,78313F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC342,646$28.3M0.62%+311,33713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV339,903$28.1M0.06%+61,63013F-HRTimeline
Willis Johnson & Associates, Inc.339,366$28.1M2.13%-1,87813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…337,405$27.9M0.11%+39,00413F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding327,099$27.1M+15,017Timeline
SYNOVUS FINANCIAL CORP324,374$26.8M0.35%+188,80613F-HRTimeline
Strategic Investment Advisors / MI310,865$25.7M2.73%-32,03613F-HRTimeline
OneDigital Investment Advisors LLC306,682$25.4M0.3%-134,77713F-HRTimeline
Allianz SEin group Allianz SE306,419$25.4M0.68%+5,77213F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC300,926$24.9M1.81%+20,25013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding292,000$24.2M-100,366Timeline
Moment Partners, LLC287,895$23.8M4.72%+16,13013F-HRTimeline
CWA Asset Management Group, LLC287,678$23.8M1.14%+62,35713F-HRTimeline
NorthCoast Asset Management LLC282,689$23.4M0.12%-16,99613F-HR/ATimeline
Private Advisor Group, LLC281,682$23.3M0.14%-358,22913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP281,327$23.3M0.35%+13,36513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…279,936$23.2M0.2%-81,18113F-HRTimelineGroup
Pinnacle Financial Partners Inc275,763$22.8M0.46%+64,53713F-HRTimeline
Santa Clara Valley Transportation Autho…275,229$22.8M22.52%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.272,770$22.6M0.04%-14,61813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC272,753$22.6M0.02%+120,04913F-HRTimelineGroup
Orion Porfolio Solutions, LLC263,490$21.8M0.21%+11,31813F-HRTimeline
Orion Portfolio Solutions, LLC263,490$21.8M0.21%+11,31813F-HR/ATimeline
Dakota Wealth Management261,424$21.6M0.51%-72,04013F-HRTimeline
CX Institutional260,857$21.6M0.81%-17,61813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC252,798$20.9M0.01%-41,89113F-HRTimelineGroup
Sigma Planning Corp250,256$20.7M0.66%+15,85713F-HRTimeline
Dynamic Advisor Solutions LLC242,533$20.1M0.66%+132,84013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…238,479$19.7M0.05%+15,63913F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC238,051$19.7M0.21%+132,19613F-HRTimeline
BEAM WEALTH ADVISORS, INC.235,690$19.5M6.58%-5,19313F-HRTimeline
Royal Fund Management, LLC234,341$19.4M2.31%new13F-HRTimeline
Integrated Wealth Concepts LLC232,745$19.3M0.22%+63,89213F-HRTimeline
Klaas Financial Asset Advisors, LLC232,693$19.3M3.32%+4,59313F-HRTimeline
NIXON PEABODY TRUST CO230,656$19.1M1.62%+186,92013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC229,030$18.9M0.15%+19,48113F-HRTimeline
Ashton Thomas Private Wealth, LLC224,282$18.6M0.71%+170,76213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC217,595$18M0.01%-299,11313F-HR/ATimelineGroup
Lake Hills Wealth Management, LLC216,888$17.9M12.39%+56,58313F-HRTimeline
Acorns Advisers, LLC207,401$17.2M0.16%+58613F-HRTimeline
INSIGHT 2811, INC.207,387$17.2M8.71%-10,43613F-HRTimeline
Birchcreek Wealth Management, LLC206,309$17.1M10.77%+14,09213F-HRTimeline
Gunma Bank,Ltd.205,000$17M5.46%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …204,711$16.9M0.03%013F-HRTimelineGroup
SCOTIA CAPITAL INC.203,771$16.9M0.09%+99,12413F-HRTimeline
Kingsview Wealth Management, LLC195,920$16.2M0.31%+14,32413F-HRTimeline
AdvisorNet Financial, Inc189,133$15.6M1.16%+24,51013F-HRTimeline
Larson Financial Group LLC188,186$15.6M0.74%-3,78013F-HRTimeline
MBL Wealth, LLC179,586$14.9M1.51%+1,91213F-HRTimeline
SG Americas Securities, LLC174,645$14.4M0.05%+26,26613F-HRTimeline
Creative Planningin group Creative Planning173,824$14.4M0.01%-3,06813F-HRTimelineGroup
Foundations Investment Advisors, LLC172,816$14.3M0.26%-7,30113F-HRTimeline
MONTAG A & ASSOCIATES INC172,758$14.3M0.71%-11,36613F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC167,605$13.9M1.45%-12,05913F-HRTimeline
LEUTHOLD GROUP, LLC165,860$13.7M1.78%+45,94413F-HRTimeline
Wealthspire Retirement, LLC164,093$13.6M1.08%+14,23613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO160,715$13.3M0.25%-8,80013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS156,106$12.9M0.01%+57,90113F-HRTimelineGroup
Ballast, Inc.154,198$12.8M3.61%+3,17713F-HRTimeline
Hughes Financial Services, LLC153,940$12.7M2.48%-55,77713F-HRTimeline
CWM, LLCin group CWM, LLC151,798$12.6M0.05%-1,07713F-HRTimelineGroup
Steward Partners Investment Advisory, L…151,467$12.5M0.11%+110,55413F-HRTimeline
Atria Wealth Solutions, Inc.149,746$12.4M0.15%-10,49713F-HRTimeline
Janney Montgomery Scott LLC149,460$12.4M0.04%+18,06513F-HRTimeline
Ifrah Financial Services, Inc.148,499$12.3M3.53%+3,89013F-HRTimeline
Geneos Wealth Management Inc.147,194$12.2M0.18%+81,54113F-HRTimeline
Capital Investment Services of America,…144,839$12M1.21%-2,13513F-HRTimeline
Ethos Financial Group, LLC144,712$12M1.14%+16,79313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA144,640$12M0.04%+14,94413F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding142,543$11.8M-9,532Timeline
Balefire, LLC141,945$11.7M4.02%-3,60813F-HRTimeline
Money Design Co.,Ltd.139,818$11.6M0.58%+3,00013F-HRTimeline
Ted Buchan & Co137,560$11.4M5.38%+51313F-HRTimeline
Argent Advisors, Inc.137,098$11.3M3.8%-4,71713F-HRTimeline
Aptus Capital Advisors, LLC134,227$11.1M0.13%-40,19513F-HRTimeline
Broyhill Asset Management, LLC134,025$11.1M9.02%+10,13913F-HRTimeline
StrongBox Wealth, LLC132,638$11M4.57%+2,49713F-HRTimeline
ROVIN CAPITAL /UT/ /ADV131,259$10.9M3.5%+28,99613F-HRTimeline
NewEdge Advisors, LLC130,823$10.8M0.06%+26,54113F-HRTimeline
Watchman Group, Inc.130,195$10.8M3.02%-288,88113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…130,074$10.8M0.04%+88013F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.127,961$10.6M1.34%-1,69813F-HRTimeline
Net Worth Advisory Group127,579$10.6M3.32%-36313F-HRTimeline
White Pine Investment CO125,466$10.4M2.79%+5,49713F-HRTimeline
CAMDEN NATIONAL BANK124,887$10.3M1.53%+7,31213F-HRTimeline
1832 Asset Management L.P.123,380$10.2M0.02%-42213F-HRTimeline
Salomon & Ludwin, LLC121,258$10M1.07%+12,70413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management119,283$9.87M0.14%+1,27413F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…116,999$9.68M0.18%+16,32313F-HRTimelineGroup
Farther Finance Advisors, LLC117,117$9.66M0.25%+2,58913F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC116,645$9.65M1.14%+3,09113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.115,863$9.59M0.09%+30,81713F-HRTimelineGroup
DT Investment Partners, LLC115,551$9.56M0.92%-36,11013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT115,347$9.54M0.29%+21,18913F-HRTimeline
Perigon Wealth Management, LLC114,816$9.5M0.24%-15,84513F-HRTimeline
SevenBridge Financial Group, LLC114,565$9.43M1.86%-39,22713F-HRTimeline
BEACON FINANCIAL GROUP111,665$9.24M1.01%+99,82813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP111,083$9.19M0.88%+10,52513F-HRTimelineGroup
Proficio Capital Partners LLC110,806$9.17M0.71%+3,27813F-HRTimeline
Premier Path Wealth Partners, LLC110,532$9.14M1.42%+7,94513F-HRTimeline
STOCK YARDS BANK & TRUST CO109,613$9.07M0.32%+23,36213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP109,511$9.05M0.01%+34,59613F-HR/ATimelineGroup
Spartan Planning & Wealth Management108,957$9.01M8.74%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC108,912$9.01M0.2%-1,02013F-HRTimelineGroup
DAVENPORT & Co LLC105,919$8.76M0.05%-64,32913F-HRTimeline
JFS WEALTH ADVISORS, LLC103,582$8.57M0.58%+5,80713F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC103,337$8.55M1.64%new13F-HRTimelineGroup
Pure Financial Advisors, LLC103,009$8.52M0.18%+19,48313F-HRTimeline
World Investment Advisors102,316$8.46M0.22%+2,18913F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.102,300$8.46M0.05%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/102,152$8.45M0.01%+22,83213F-HRTimelineGroup
GRAYBILL WEALTH MANAGEMENT, LTD.101,599$8.41M2.88%13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC100,700$8.33M6.32%+11,20213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.100,673$8.33M3.49%+4,02013F-HRTimeline
Everstar Asset Management, LLC100,194$8.29M5.49%+12,52813F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC99,701$8.25M0.04%-240,28713F-HRTimelineGroup
FUTURE YOU WEALTH LLC97,635$8.08M5.17%+10,98213F-HRTimeline
Van Hulzen Asset Management, LLC96,645$8M0.73%+10813F-HRTimeline
EQ LLC94,917$7.85M3.67%+34,17213F-HRTimeline
Symmetry Partners, LLC94,887$7.85M1.09%+5,22313F-HRTimeline
Independence Financial Advisors, LLC94,421$7.81M2.97%13F-HRTimeline