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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
MORGAN STANLEYin group MORGAN STANLEY30,757,000$2.55B0.17%-2,862,62413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.16,548,351$1.37B0.03%+260,45513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,606,993$962M0.08%-337,78413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,920,793$905M0.06%-499,31313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS10,742,829$890M1.99%+502,12213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,098,025$588M1.39%+3,917,30713F-HRTimelineGroup
LPL Financial LLC6,818,324$565M0.19%-37,15413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,430,879$533M0.1%+2,734,68413F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,258,603$436M0.09%+143,65213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,025,224$416M0.09%-49,61913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,424,160$373M0.09%+380,98013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,378,902$363M+8,860Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,196,289$348M0.12%-872,30813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,806,681$315M0.06%+643,57613F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,548,657$294M0.15%-107,64413F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.3,367,000$279M2.21%-231,60013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,663,580$221M0.32%-368,46313F-HRTimelineGroup
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC2,586,103$214M7.07%+2,243,45713F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding2,575,306$213M-103,126Timeline
AIA Group Ltdin group AIA Group Ltd1,411,745$117M2.54%+736,61013F-HRTimelineGroup
FMR LLCin group FMR LLC1,402,308$116M0.01%+1,394,41013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,367,282$113M0.07%+36,78813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,363,135$113M-7,828Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,357,404$112M0.02%+494,00713F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding1,305,610$108M-1,464,158Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,291,549$107M0.1%+112,70613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,238,658$103M0.07%-66,74413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,180,332$97.8M0.07%+60,65713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,111,008$92M0.16%+369,04213F-HR/ATimelineGroup
Smithfield Trust Co1,099,630$91.1M4.3%+20513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,093,610$90.6M0.48%+446,26613F-HRTimelineGroup
HighTower Advisors, LLC1,069,365$88.6M0.11%+191,71913F-HRTimeline
MML INVESTORS SERVICES, LLC979,909$81.2M0.23%+105,84013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC897,233$74.3M1.83%-21,46513F-HRTimeline
TFC Financial Management, Inc.882,610$73.1M10.02%+1,86813F-HRTimeline
Wealthfront Advisers LLC878,644$72.8M0.19%-241,42213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\832,608$69M0.09%+23,69513F-HRTimelineGroup
GM Advisory Group, LLC832,544$69M3.41%+21,28813F-HRTimeline
Strategic Investment Advisors / MI766,795$63.5M6.17%+455,93013F-HRTimeline
Bleakley Financial Group, LLC751,385$62.3M1.58%+210,46313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC743,369$61.6M0.02%+525,77413F-HR/ATimelineGroup
RENAISSANCE TECHNOLOGIES LLC736,571$61M0.08%-489,62913F-HRTimeline
Cetera Investment Advisers721,292$59.8M0.1%+119,97813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp707,667$58.6M0.2%+43,20913F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…685,531$56.8M2.51%+29,58913F-HRTimeline
Amundiin group Amundi670,200$55.3M0.02%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC664,211$55M0.07%-17,38513F-HRTimeline
ATWOOD & PALMER INC660,278$54.7M3.42%+99,34513F-HRTimeline
Clarity Financial LLC637,040$52.8M5.68%-22,32513F-HRTimeline
SCOPUS ASSET MANAGEMENT, L.P.605,726$50.2M1.34%-13,27413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC559,978$46.4M0.38%+58,32113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…541,300$44.9M0.62%-84,49513F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC517,731$42.9M0.03%-42813F-HRTimeline
Quent Capital, LLC499,965$41.4M4%-30,72513F-HRTimeline
ELEMENT POINTE ADVISORS, LLC495,769$41.1M9.94%-36,64113F-HRTimeline
Curi Capital, LLC493,639$40.9M0.78%+1,13013F-HRTimeline
Modern Wealth Management, LLC464,347$38.5M0.96%+72,12813F-HR/ATimeline
NorthCoast Asset Management LLC461,538$38.2M0.16%+178,84913F-HRTimeline
Silicon Valley Capital Partners459,795$38.1M3.98%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC456,099$37.8M0.53%+51,84713F-HRTimeline
America First Investment Advisors, LLC452,822$37.5M7.48%+1,20613F-HRTimeline
Mader & Shannon Wealth Management, Inc.443,597$36.8M20.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…425,730$35.1M0.06%-4,10813F-HRTimeline
COMERICA BANK420,530$34.8M0.14%-5,87013F-HRTimeline
SYNOVUS FINANCIAL CORP414,500$34.3M0.42%+90,12613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp395,358$32.8M1.43%+22,52613F-HRTimelineGroup
CWA Asset Management Group, LLC394,083$32.7M1.38%+106,40513F-HRTimeline
ALLIANCEBERNSTEIN L.P.385,189$31.9M0.01%-315,38913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP380,116$31.5M0.04%-766,24213F-HR/ATimelineGroup
Fisher Asset Management, LLC370,346$30.7M0.01%-10,31413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT366,227$30.3M0.26%+3,05013F-HRTimeline
Fiduciary Group, LLC362,380$30M2.83%-14,40913F-HRTimeline
Edge Wealth Management LLC360,856$29.9M5.76%+9,75213F-HRTimeline
Allianz SEgroup of 2 filers holding358,955$29.7M+52,536Timeline
Cambridge Investment Research Advisors,…354,712$29.4M0.09%-3,26713F-HRTimeline
CX Institutional352,487$29.2M1.02%+91,63013F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC350,347$29M0.87%-8,72513F-HRTimeline
Willis Johnson & Associates, Inc.345,745$28.6M1.95%+6,37913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…335,435$27.8M0.1%-1,97013F-HRTimelineGroup
SCOTIA CAPITAL INC.331,793$27.5M0.13%+128,02213F-HRTimeline
Foundations Investment Advisors, LLC331,122$27.4M0.43%+158,30613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding330,510$27.4M+3,411Timeline
Aptus Capital Advisors, LLC328,267$27.2M0.27%+194,04013F-HRTimeline
Advisory Services Network, LLC328,065$27.1M0.44%-34,72013F-HRTimeline
Wellspring Financial Advisors, LLC318,215$26.4M2.65%-49,23513F-HRTimeline
Dakota Wealth Management316,095$26.2M0.55%+54,67113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC315,094$26.1M0.02%+42,34113F-HRTimelineGroup
Private Advisor Group, LLC309,530$25.6M0.14%+27,84813F-HRTimeline
Kaydan Wealth Management, Inc.306,668$25.4M8.32%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC304,595$25.2M1.65%+3,66913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding302,347$25.1M+10,347Timeline
OneDigital Investment Advisors LLC297,026$24.6M0.27%-9,65613F-HRTimeline
Mariner, LLCin group Mariner, LLC289,749$24M0.03%-198,47913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.285,613$23.7M0.04%+12,84313F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding284,087$23.5M+195,228Timeline
Moment Partners, LLC283,230$23.5M4.4%-4,66513F-HRTimeline
Santa Clara Valley Transportation Autho…275,229$22.8M21.63%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.269,355$22.3M4.13%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…265,769$22M0.18%-14,16713F-HRTimelineGroup
Mesirow Financial Investment Management…263,045$21.8M0.43%-244,28113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV262,896$21.8M0.05%-77,00713F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC261,158$21.6M0.64%-160,11713F-HRTimeline
Sigma Planning Corp260,979$21.6M0.65%+10,72313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP252,036$20.9M0.3%-29,29113F-HRTimeline
NIXON PEABODY TRUST CO249,579$20.7M1.6%+18,92313F-HRTimeline
SG Americas Securities, LLC244,125$20.2M0.09%+69,48013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC243,919$20.2M0.14%+14,88913F-HRTimeline
Innova Wealth Partners242,591$20.1M11.82%-138,12713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…241,596$20M0.03%new13F-HRTimelineGroup
Pinnacle Financial Partners Inc239,848$19.9M0.42%-35,91513F-HRTimeline
BEAM WEALTH ADVISORS, INC.238,767$19.8M5.9%+3,07713F-HRTimeline
Dynamic Advisor Solutions LLC237,525$19.7M0.61%-5,00813F-HRTimeline
Klaas Financial Asset Advisors, LLC237,257$19.7M3.11%+4,56413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…237,042$19.6M0.04%-1,43713F-HR/ATimelineGroup
Ascent Group, LLCin group Ascent Group, LLC237,014$19.6M0.76%+163,70113F-HRTimelineGroup
Integrated Wealth Concepts LLC231,066$19.1M0.19%-1,67913F-HRTimeline
WJ Wealth Management, LLC225,209$18.7M5.89%+213,18113F-HRTimeline
Birchcreek Wealth Management, LLC219,335$18.2M10.3%+13,02613F-HRTimeline
Ashton Thomas Private Wealth, LLC217,315$18M0.64%-6,96713F-HRTimeline
AdvisorNet Financial, Inc214,630$17.8M1.15%+25,49713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC213,753$17.7M0.01%-39,04513F-HRTimelineGroup
INSIGHT 2811, INC.212,353$17.6M8.33%+4,96613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…208,636$17.3M0.34%+187,88813F-HRTimelineGroup
Gunma Bank,Ltd.205,000$17M5.55%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …204,711$17M0.03%013F-HRTimelineGroup
Kingsview Wealth Management, LLC200,866$16.6M0.28%+4,94613F-HRTimeline
Invst, LLC195,595$16.2M2.02%+185,94713F-HRTimeline
Ballast, Inc.194,438$16.1M4.22%+40,24013F-HR/ATimeline
Portfolio Design Labs, LLC188,265$15.6M3.06%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC185,901$15.4M0.02%+115,30413F-HRTimelineGroup
BEARING POINT CAPITAL, LLC181,425$15M2.77%+101,88513F-HRTimeline
Orion Porfolio Solutions, LLC181,391$15M0.13%-82,09913F-HR/ATimeline
Acorns Advisers, LLC179,830$14.9M0.13%-27,57113F-HRTimeline
MBL Wealth, LLC177,732$14.7M1.41%-1,85413F-HRTimeline
McElhenny Sheffield Capital Management,…176,949$14.7M3.91%new13F-HR/ATimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding176,676$14.6M+34,133Timeline
Ethos Financial Group, LLC171,383$14.2M1.22%+26,67113F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC169,926$14.1M1.33%+2,32113F-HRTimeline
MONTAG A & ASSOCIATES INC169,652$14.1M0.69%-3,10613F-HRTimeline
Creative Planningin group Creative Planning165,855$13.7M0.01%-7,96913F-HRTimelineGroup
LEUTHOLD GROUP, LLC165,772$13.7M1.64%-8813F-HRTimeline
Permanens Capital L.P.165,623$13.7M1.87%+161,96013F-HRTimeline
Wealthspire Retirement, LLC160,427$13.3M0.88%-3,66613F-HRTimeline
KADENSA CAPITAL Ltd160,150$13.3M2.11%new13F-HRTimeline
Lake Hills Wealth Management, LLC156,803$13M7.44%-60,08513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO155,565$12.9M0.22%-5,15013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding153,361$12.7M-489,031Timeline
SILVER OAK SECURITIES, INCORPORATED153,099$12.7M1.06%+74,97213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP152,394$12.6M0.01%+42,88313F-HRTimelineGroup
Hughes Financial Services, LLC151,800$12.6M2.16%-2,14013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…149,044$12.3M1.16%+114,05413F-HRTimelineGroup
Ifrah Financial Services, Inc.148,610$12.3M3.36%+11113F-HRTimeline
CWM, LLCin group CWM, LLC148,379$12.3M0.04%-3,41913F-HRTimelineGroup
Members Trust Co148,298$12.3M0.42%-367,28313F-HRTimeline
Steward Partners Investment Advisory, L…146,286$12.1M0.09%-5,18113F-HRTimeline
Balefire, LLC145,806$12.1M2.63%+3,86113F-HRTimeline
Capital Investment Services of America,…144,890$12M1.1%+5113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.143,553$11.9M0.1%+27,69013F-HRTimelineGroup
Janney Montgomery Scott LLC142,485$11.8M0.03%-6,97513F-HRTimeline
StrongBox Wealth, LLC141,855$11.8M4.46%+9,21713F-HRTimeline
Vigilare Wealth Management140,813$11.7M4.37%+69,08113F-HRTimeline
CRITERIA CAIXA, S.A.U.2,000,000$11.6M1.52%new13F-HRTimeline
Ted Buchan & Co136,865$11.3M4.51%-69513F-HRTimeline
Argent Advisors, Inc.136,845$11.3M3.51%-25313F-HRTimeline
Salomon & Ludwin, LLC134,880$11.1M1.1%+13,62213F-HRTimeline
CAMDEN NATIONAL BANK132,261$11M1.58%+7,37413F-HRTimeline
NewEdge Advisors, LLC131,739$10.9M0.06%+91613F-HRTimeline
White Pine Investment CO131,009$10.9M2.71%+5,54313F-HRTimeline
Farther Finance Advisors, LLC130,776$10.8M0.22%+13,65913F-HRTimeline
Sanctuary Advisors, LLC126,778$10.5M0.07%+37,82713F-HRTimeline
Net Worth Advisory Group126,067$10.4M2.32%-1,51213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.125,974$10.4M1.24%-1,98713F-HRTimeline
1832 Asset Management L.P.125,528$10.4M0.02%+2,14813F-HRTimeline
FIRST AMERICAN TRUST, FSB121,205$10M0.8%new13F-HRTimeline
DT Investment Partners, LLC120,913$10M0.9%+5,36213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP120,556$9.99M0.92%+9,47313F-HRTimelineGroup
Broyhill Asset Management, LLC118,723$9.84M8.94%-15,30213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…118,194$9.79M0.03%-11,88013F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…118,005$9.78M0.16%+1,00613F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA116,347$9.64M0.03%-28,29313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management115,710$9.59M0.13%-3,57313F-HRTimelineGroup
Premier Path Wealth Partners, LLC113,984$9.44M1.31%+3,45213F-HRTimeline
Estate Counselors, LLC112,460$9.32M0.92%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/111,637$9.25M0.01%+9,48513F-HR/ATimelineGroup
World Investment Advisors109,022$9.03M0.21%+6,70613F-HRTimeline
BEACON FINANCIAL GROUP108,575$9M0.94%-3,09013F-HRTimeline
FUTURE YOU WEALTH LLC106,856$8.85M4.81%+9,22113F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC106,747$8.85M0.83%-9,89813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.106,371$8.81M3.5%+5,69813F-HRTimeline
TD Waterhouse Canada Inc.106,403$8.78M0.06%+21,75313F-HRTimeline
JFS WEALTH ADVISORS, LLC105,660$8.75M0.56%+2,07813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC105,645$8.75M0.18%-3,26713F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC105,453$8.74M1.04%+11,85313F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP104,613$8.67M0.35%-244,03813F-HRTimeline
DAVENPORT & Co LLC104,050$8.62M0.05%-1,86913F-HRTimeline
Mutual Advisors, LLC102,038$8.42M0.21%+9,89113F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.101,522$8.41M2.75%-7713F-HRTimeline
Pure Financial Advisors, LLC101,471$8.41M0.15%-1,53813F-HRTimeline
Symmetry Partners, LLC100,709$8.34M1.03%+5,82213F-HRTimeline
Everstar Asset Management, LLC99,913$8.28M5.05%-28113F-HRTimeline