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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
MORGAN STANLEYin group MORGAN STANLEY33,669,888$2.79B0.17%+2,912,88813F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.19,897,636$1.65B0.03%+3,349,28513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS17,024,325$1.41B2.88%+6,281,49613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,740,171$974M0.07%+133,17813F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,142,072$841M0.05%-778,72113F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,703,637$556M0.1%+272,75813F-HRTimelineGroup
LPL Financial LLC6,616,586$549M0.16%-201,73813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,168,670$429M0.09%+143,44613F-HRTimelineGroup
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC5,000,247$415M8.75%+2,414,14413F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,894,220$406M0.08%-364,38313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,682,094$388M0.09%+257,93413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,299,580$357M0.11%+103,29113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,089,104$339M-289,798Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,749,013$311M0.06%-57,66813F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.3,557,000$295M2.19%+190,00013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,449,215$286M0.12%-99,44213F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding2,705,593$224M+130,287Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,647,785$220M0.3%-15,79513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,007,594$167M0.36%-5,090,43113F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd1,776,390$147M2.61%+364,64513F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,775,187$147M0.84%+1,628,90113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,506,142$125M0.05%+762,77313F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,415,258$117M0.07%+47,97613F-HRTimelineGroup
FMR LLCin group FMR LLC1,403,761$116M0.01%+1,45313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,351,391$112M-11,744Timeline
CITIGROUP INCin group CITIGROUP INC1,312,630$109M0.08%+73,97213F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding1,269,644$105M-35,966Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,249,303$104M0.09%-42,24613F-HRTimelineGroup
Smithfield Trust Co1,107,159$91.8M4.11%+7,52913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,086,265$90.1M0.06%-94,06713F-HRTimelineGroup
Proficio Capital Partners LLC1,040,956$86.4M5.93%+958,61513F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.944,261$78.4M0.11%-166,74713F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC930,109$77.2M1.74%+32,87613F-HRTimeline
HighTower Advisors, LLC907,994$75.3M0.09%-161,37113F-HRTimeline
TFC Financial Management, Inc.897,682$74.5M9.54%+15,07213F-HRTimeline
MML INVESTORS SERVICES, LLC894,395$74.2M0.2%-85,51413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC858,582$71.2M0.29%-235,02813F-HRTimelineGroup
GM Advisory Group, LLC828,057$68.7M2.92%-4,48713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\824,437$68.4M0.08%-8,17113F-HRTimelineGroup
Wealthfront Advisers LLC805,718$66.8M0.16%-72,92613F-HRTimeline
CWA Asset Management Group, LLC799,559$66.3M2.45%+405,47613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC784,232$65.1M0.01%-573,17213F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC742,068$61.6M1.46%+391,72113F-HRTimeline
Bleakley Financial Group, LLC736,877$61.1M1.42%-14,50813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp706,195$58.6M0.2%-1,47213F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…697,304$57.8M2.43%+11,77313F-HRTimeline
Amundiin group Amundi670,200$55.5M0.02%013F-HRTimelineGroup
ATWOOD & PALMER INC665,235$55.2M3.24%+4,95713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC618,435$51.3M0.38%+58,45713F-HRTimelineGroup
SCOPUS ASSET MANAGEMENT, L.P.605,726$50.3M1.2%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…582,988$48.4M3.07%+551,86413F-HRTimelineGroup
Quent Capital, LLC562,846$46.7M3.91%+62,88113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…562,446$46.7M1.29%+560,03513F-HRTimelineGroup
Clarity Financial LLC530,933$44M4.37%-106,10713F-HRTimeline
Cetera Investment Advisers525,451$43.6M0.05%-195,84113F-HRTimeline
Lake Hills Wealth Management, LLC517,739$43M22.93%+360,93613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC517,731$43M0.03%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…513,036$42.6M0.54%-28,26413F-HRTimelineGroup
Silicon Valley Capital Partners507,541$42.1M3.97%+47,74613F-HRTimeline
Fisher Asset Management, LLC501,417$41.6M0.02%+131,07113F-HRTimeline
America First Investment Advisors, LLC469,851$39M7.24%+17,02913F-HRTimeline
Allianz SEgroup of 2 filers holding464,877$38.6M+105,922Timeline
NorthCoast Asset Management LLC461,199$38.3M0.15%-33913F-HRTimeline
Curi Capital, LLC457,035$37.9M0.7%-36,60413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp422,030$35M1.61%+26,67213F-HRTimelineGroup
Modern Wealth Management, LLC417,575$34.6M0.69%-46,77213F-HRTimeline
COMERICA BANK414,823$34.4M0.13%-5,70713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…410,805$34M0.05%-14,92513F-HRTimeline
SYNOVUS FINANCIAL CORP406,980$33.8M0.39%-7,52013F-HRTimeline
CX Institutional399,452$33.1M1.01%+46,96513F-HRTimeline
ALLIANCEBERNSTEIN L.P.391,065$32.4M0.01%+5,87613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT373,119$31M0.25%+6,89213F-HRTimeline
Willis Johnson & Associates, Inc.371,241$30.8M1.91%+25,49613F-HRTimeline
Private Advisor Group, LLC362,387$30.1M0.15%+52,85713F-HRTimeline
Edge Wealth Management LLC360,195$29.9M5.29%-66113F-HRTimeline
Cambridge Investment Research Advisors,…355,969$29.5M0.08%+1,25713F-HRTimeline
SG Americas Securities, LLC354,624$29.4M0.11%+110,49913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …353,292$29.3M0.02%+348,02713F-HRTimelineGroup
Fiduciary Group, LLC350,246$29.1M2.55%-12,13413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…348,017$28.9M0.1%+12,58213F-HRTimelineGroup
ELEMENT POINTE ADVISORS, LLC347,444$28.8M6.14%-148,32513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC345,259$28.6M0.04%-318,95213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP340,546$28.3M0.04%-39,57013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding339,180$28.1M+8,670Timeline
Mader & Shannon Wealth Management, Inc.335,645$27.8M13.65%-107,95213F-HRTimeline
Dakota Wealth Management333,104$27.6M0.56%+17,00913F-HR/ATimeline
Santa Clara Valley Transportation Autho…329,537$27.3M22.92%+54,30813F-HRTimeline
Jaffetilchin Investment Partners, LLC328,475$27.3M1.63%+23,88013F-HRTimeline
Advisory Services Network, LLC315,090$26.1M0.38%-12,97513F-HRTimeline
Mariner, LLCin group Mariner, LLC309,447$25.7M0.03%+19,69813F-HRTimelineGroup
OneDigital Investment Advisors LLC306,263$25.4M0.26%+9,23713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding292,741$24.3M-9,606Timeline
Stratos Wealth Partners, LTD.group of 2 filers holding286,664$23.8M+2,577Timeline
Moment Partners, LLC283,110$23.5M4.15%-12013F-HRTimeline
Procyon Advisors, LLC279,999$23.2M1.38%+263,45313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.277,277$23M0.04%-8,33613F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC274,615$22.8M0.3%-181,48413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC273,965$22.7M0.13%+30,04613F-HRTimeline
Sigma Planning Corp271,437$22.5M0.64%+10,45813F-HRTimeline
Mesirow Financial Investment Management…268,607$22.3M0.4%+5,56213F-HRTimeline
Gunma Bank,Ltd.265,000$22M6.88%+60,00013F-HRTimeline
Dynamic Advisor Solutions LLC256,752$21.3M0.62%+19,22713F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC256,725$21.3M0.62%-4,43313F-HRTimeline
SCOTIA CAPITAL INC.254,880$21.1M0.09%-76,91313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…254,260$21.1M0.15%-11,50913F-HRTimelineGroup
NIXON PEABODY TRUST CO249,203$20.7M1.51%-37613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP244,418$20.3M0.26%-7,61813F-HRTimeline
Klaas Financial Asset Advisors, LLC242,514$20.1M3.02%+5,25713F-HRTimeline
Birchcreek Wealth Management, LLC241,238$20M10.34%+21,90313F-HRTimeline
Ashton Thomas Private Wealth, LLC238,891$19.8M0.51%+21,57613F-HRTimeline
Farther Finance Advisors, LLC238,291$19.8M0.3%+107,51513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…237,976$19.7M0.04%+93413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC230,565$19.1M0.02%-84,52913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV227,701$18.9M0.03%-35,19513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …222,472$18.5M0.03%+17,76113F-HRTimelineGroup
Pinnacle Financial Partners Inc221,688$18.4M0.44%-18,16013F-HRTimeline
INSIGHT 2811, INC.212,702$17.6M7.86%+34913F-HRTimeline
Ballast, Inc.205,111$17M4.14%+10,67313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…203,194$16.9M0.29%-5,44213F-HRTimelineGroup
Kaydan Wealth Management, Inc.199,544$16.6M4.73%-107,12413F-HRTimeline
Acorns Advisers, LLC191,870$15.9M0.13%+12,04013F-HRTimeline
MBL Wealth, LLC187,878$15.6M1.36%+10,14613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC185,038$15.4M0.54%-51,97613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP184,453$15.3M0.01%+32,05913F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding181,772$15.1M+5,096Timeline
Innova Wealth Partners180,750$15M8.1%-61,84113F-HRTimeline
CABOT WEALTH MANAGEMENT INC178,420$14.8M1.64%+72,96713F-HRTimeline
BEARING POINT CAPITAL, LLC173,410$14.4M2.48%-8,01513F-HRTimeline
Orion Porfolio Solutions, LLC171,775$14.3M0.11%-9,61613F-HRTimeline
MONTAG A & ASSOCIATES INC169,579$14.1M0.65%-7313F-HRTimeline
AdvisorNet Financial, Inc167,518$13.9M0.79%-47,11213F-HRTimeline
Integrated Wealth Concepts LLC165,823$13.8M0.12%-65,24313F-HRTimeline
Wealthspire Retirement, LLC165,078$13.7M0.87%+4,65113F-HR/ATimeline
TRAPHAGEN INVESTMENT ADVISORS LLC161,091$13.4M1.15%-8,83513F-HRTimeline
LEUTHOLD GROUP, LLC160,399$13.3M1.46%-5,37313F-HRTimeline
StrongBox Wealth, LLC159,785$13.3M4.49%+17,93013F-HRTimeline
Foundations Investment Advisors, LLC158,715$13.2M0.19%-172,40713F-HRTimeline
DT Investment Partners, LLC158,153$13.1M1.11%+37,24013F-HRTimeline
DRW Securities, LLC157,735$13.1M0.67%new13F-HRTimeline
Hughes Financial Services, LLC157,322$13M2.07%+5,52213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED155,931$12.9M0.97%+2,83213F-HRTimeline
Creative Planningin group Creative Planning152,562$12.7M0.01%-13,29313F-HRTimelineGroup
Ifrah Financial Services, Inc.150,319$12.5M3.23%+1,70913F-HRTimeline
CAMDEN NATIONAL BANK146,909$12.2M1.71%+14,64813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.146,561$12.2M0.09%+3,00813F-HRTimelineGroup
Portfolio Design Labs, LLC146,364$12.1M2.09%-41,90113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC146,028$12.1M0.01%-67,72513F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO144,909$12M0.18%-10,65613F-HRTimeline
Capital Investment Services of America,…143,735$11.9M1.06%-1,15513F-HRTimeline
Ted Buchan & Co141,756$11.8M4.61%+4,89113F-HRTimeline
CRITERIA CAIXA, S.A.U.2,000,000$11.7M1.37%013F-HRTimeline
Salomon & Ludwin, LLC140,056$11.6M1.04%+5,17613F-HRTimeline
Argent Advisors, Inc.139,475$11.6M3.41%+2,63013F-HRTimeline
Heck Capital Advisors, LLC138,942$11.5M0.89%+115,34413F-HRTimeline
Members Trust Co134,039$11.1M0.37%-14,25913F-HRTimeline
NewEdge Advisors, LLC133,746$11.1M0.05%+2,00713F-HRTimeline
Balefire, LLC132,016$11M2.19%-13,79013F-HRTimeline
CWM, LLCin group CWM, LLC131,270$10.9M0.03%-17,10913F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB128,537$10.7M0.77%+7,33213F-HRTimeline
Strategic Investment Advisors / MI127,880$10.6M1.23%-638,91513F-HR/ATimeline
1832 Asset Management L.P.127,131$10.5M0.02%+1,60313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP126,176$10.5M0.88%+5,62013F-HRTimelineGroup
Janney Montgomery Scott LLC125,197$10.4M0.02%-17,28813F-HRTimeline
Net Worth Advisory Group123,022$10.2M2.95%-3,04513F-HRTimeline
Premier Path Wealth Partners, LLC122,491$10.2M1.31%+8,50713F-HRTimeline
MAI Capital Management121,170$10.1M0.06%+21,48813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.120,510$10M1.09%-5,46413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management116,320$9.65M0.12%+61013F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…115,787$9.61M0.17%-2,21813F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.114,328$9.48M3.43%+7,95713F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC112,877$9.36M0.82%+6,13013F-HRTimeline
World Investment Advisors112,679$9.35M0.19%+3,65713F-HRTimeline
JFS WEALTH ADVISORS, LLC110,597$9.18M0.54%+4,93713F-HRTimeline
NerdWallet Wealth Partners, LLC110,486$9.17M4.49%13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…110,134$9.14M0.03%-8,06013F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding107,948$8.96M-45,413Timeline
Aptus Capital Advisors, LLC107,706$8.94M0.08%-220,56113F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.106,813$8.86M2.72%+5,29113F-HRTimeline
Symmetry Partners, LLC106,582$8.84M0.96%+5,87313F-HRTimeline
Everstar Asset Management, LLC105,448$8.75M4.96%+5,53513F-HRTimeline
LWM ADVISORS INC105,291$8.73M7.85%new13F-HRTimeline
MBA Advisors LLC105,223$8.73M3.73%+17,81613F-HRTimeline
Pure Financial Advisors, LLC104,182$8.64M0.14%+2,71113F-HRTimeline
Sanctuary Advisors, LLC104,049$8.63M0.05%-22,72913F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/102,395$8.49M0.01%-9,24213F-HRTimelineGroup
Cascade Financial Partners, LLC101,242$8.4M0.96%+5,20713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA101,072$8.38M0.02%-15,27513F-HRTimelineGroup
Kingsview Wealth Management, LLC100,877$8.37M0.13%-99,98913F-HRTimeline
Edgestream Partners, L.P.100,700$8.35M0.24%+15,90413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT100,428$8.33M0.16%+2,08013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC98,137$8.14M0.16%-7,50813F-HRTimelineGroup
Focus Financial Network, Inc.97,110$8.06M0.29%+2,26513F-HRTimeline
BEACON FINANCIAL GROUP96,795$8.03M0.79%-11,78013F-HRTimeline
Beacon Wealthcare LLC96,291$7.99M2.81%+3,21113F-HRTimeline
Park Edge Advisors, LLC95,910$7.96M1.84%-39013F-HRTimeline
Eley Financial Management, Inc95,382$7.91M2.85%+4,57613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.93,058$7.72M0.52%+1,71913F-HRTimelineGroup
Buttonwood Financial Advisors Inc.92,882$7.71M2.65%+18,21513F-HRTimeline
Perigon Wealth Management, LLC92,357$7.66M0.16%-2,14113F-HRTimeline
DAVENPORT & Co LLC91,975$7.63M0.04%-12,07513F-HRTimeline