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Disclosery

SHY ISHARES TR

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COM (fund)

1,190 managers (1,207 13F filers) reported a position in SHY shares at 2025-12-31, 222,898,786 shares in all. 76 filers opened a position and 67 filers sold out during the quarter.

Managers
1,190
13F filers
1,207
New
76
Added
478
Reduced
421
Sold out
67
Shares held by filers
222,898,786

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY26,646,281$2.21B0.13%-7,023,60713F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS17,964,759$1.49B2.83%+940,43413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.13,613,516$1.13B0.02%-6,284,12013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,197,642$1.01B0.07%+457,47113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,609,701$879M0.06%+467,62913F-HRTimelineGroup
LPL Financial LLC6,297,662$522M0.14%-318,92413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,548,263$460M0.08%-1,155,37413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,213,941$432M0.08%+45,27113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding4,920,857$408M+26,637Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,796,049$397M0.09%+113,95513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,256,062$352M0.11%-43,51813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,623,791$300M-465,313Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,566,920$295M0.05%-182,09313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,348,065$277M0.11%-101,15013F-HRTimelineGroup
PINEBRIDGE INVESTMENTS ASIA LTD3,267,000$271M78.19%13F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding3,181,055$263M-1,819,192Timeline
Cerity Partners LLCgroup of 2 filers holding2,732,868$226M+27,275Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,298,612$190M0.25%-349,17313F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …2,240,712$186M0.15%+1,887,42013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,173,227$180M0.37%+165,63313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,056,211$170M0.09%+640,95313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,965,902$163M0.07%+459,76013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,472,724$122M0.67%-302,46313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,381,421$114M0.1%+132,11813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,370,841$114M0.08%+58,21113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,355,988$112M+4,597Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,290,103$107M0.07%+203,83813F-HR/ATimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding1,234,741$102M-34,903Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,122,328$93M0.01%+338,09613F-HR/ATimelineGroup
Smithfield Trust Co1,111,801$92.1M4.07%+4,64213F-HRTimeline
TFC Financial Management, Inc.932,479$77.2M9.69%+34,79713F-HRTimeline
FMR LLCin group FMR LLC909,419$75.3M<0.01%-494,34213F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC908,470$75.2M1.6%-21,63913F-HRTimeline
Bleakley Financial Group, LLC892,689$73.9M1.28%+155,81213F-HRTimeline
HighTower Advisors, LLC876,992$72.6M0.08%-31,00213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC870,803$72.2M0.28%+12,22113F-HRTimelineGroup
CWA Asset Management Group, LLC858,478$71.1M2.56%+58,91913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.826,010$68.4M0.1%-118,25113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\779,757$64.6M0.08%-44,68013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC757,351$62.7M0.15%-137,04413F-HRTimeline
AIA Group Ltdin group AIA Group Ltd751,077$62.2M0.93%-1,025,31313F-HRTimelineGroup
Wealthfront Advisers LLC747,145$61.9M0.14%-58,57313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…744,803$61.7M2.52%+47,49913F-HR/ATimeline
GM Advisory Group, LLC741,748$61.4M2.41%-86,30913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC736,394$61M1.36%-5,67413F-HRTimeline
ATWOOD & PALMER INC694,971$57.6M3.27%+29,73613F-HRTimeline
Amundiin group Amundi670,200$55.5M0.02%013F-HRTimelineGroup
Quent Capital, LLC644,941$53.4M3.85%+82,09513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC635,775$52.7M0.06%new13F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …618,978$51.3M0.39%13F-HR/ATimelineGroup
SCOPUS ASSET MANAGEMENT, L.P.605,726$50.2M1.4%013F-HRTimeline
Proficio Capital Partners LLC601,836$49.8M3.5%-439,12013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC599,549$49.7M0.36%-18,88613F-HRTimelineGroup
Cetera Investment Advisers577,624$47.8M0.05%+52,17313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…567,526$47M0.06%+156,72113F-HRTimeline
Fisher Asset Management, LLC566,873$46.9M0.02%+65,45613F-HRTimeline
Silicon Valley Capital Partners532,285$44.1M4.01%+24,74413F-HRTimeline
America First Investment Advisors, LLC505,362$41.9M7.62%+35,51113F-HRTimeline
Transmarket Holdings LP489,824$40.6M29.63%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…485,202$40.2M0.5%-27,83413F-HRTimelineGroup
TIAAgroup of 2 filers holding467,562$38.3M+366,490Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …448,843$37.2M0.06%+226,37113F-HRTimelineGroup
Modern Wealth Management, LLC433,974$35.9M0.66%+16,39913F-HRTimeline
Curi Capital, LLC430,405$35.6M0.62%-26,63013F-HRTimeline
Allianz SEgroup of 2 filers holding405,756$33.6M-59,121Timeline
ALLIANCEBERNSTEIN L.P.403,828$33.4M0.01%+12,76313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp402,186$33.3M1.49%-19,84413F-HRTimelineGroup
CX Institutional402,166$33.3M0.99%+2,71413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…402,004$33.3M0.06%+164,02813F-HR/ATimelineGroup
Dakota Wealth Management395,814$32.8M0.58%+62,71013F-HR/ATimeline
Edge Wealth Management LLC382,973$31.7M5.6%+22,77813F-HRTimeline
EAGLE GLOBAL ADVISORS LLC377,735$31.3M1.16%+334,33013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp371,484$30.8M0.1%-334,71113F-HR/ATimelineGroup
ZACKS INVESTMENT MANAGEMENT364,403$30.2M0.24%-8,71613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…363,069$30.1M0.11%+15,05213F-HRTimelineGroup
COMERICA BANK362,866$30.1M0.12%-51,95713F-HRTimeline
Private Advisor Group, LLC361,499$29.9M0.14%-88813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP358,796$29.7M0.04%+18,25013F-HR/ATimelineGroup
Fiduciary Group, LLC346,327$28.7M2.41%-3,91913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC339,552$28.1M0.02%-178,17913F-HRTimeline
Advisory Services Network, LLC338,573$28M0.4%+23,48313F-HRTimeline
Mader & Shannon Wealth Management, Inc.335,645$27.8M13.65%013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC335,766$27.8M5.38%-11,67813F-HRTimeline
Jaffetilchin Investment Partners, LLC335,126$27.8M1.62%+6,65113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding332,363$27.5M-6,817Timeline
Santa Clara Valley Transportation Autho…329,537$27.3M22.94%013F-HRTimeline
Farther Finance Advisors, LLC318,955$26.4M0.28%+80,66413F-HRTimeline
Mariner, LLCin group Mariner, LLC313,906$26M0.03%+4,45913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC305,370$25.3M0.14%+31,40513F-HRTimeline
Cambridge Investment Research Advisors,…304,456$25.2M0.07%-51,51313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding300,055$24.9M+7,314Timeline
SCOTIA CAPITAL INC.297,527$24.6M0.1%+42,64713F-HRTimeline
OneDigital Investment Advisors LLC297,238$24.6M0.24%-9,02513F-HRTimeline
Sigma Planning Corp294,513$24.4M0.67%+23,07613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC288,041$23.9M0.03%-57,21813F-HRTimeline
Birchcreek Wealth Management, LLC284,443$23.6M11.57%+43,20513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding279,306$23.1M+97,534Timeline
Procyon Advisors, LLC273,210$22.6M1.12%-6,78913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.272,608$22.6M0.04%-4,66913F-HRTimelineGroup
NIXON PEABODY TRUST CO272,020$22.5M1.71%+22,81713F-HRTimeline
Dynamic Advisor Solutions LLC262,259$21.7M0.7%+5,50713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…259,905$21.5M0.25%+56,71113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC259,184$21.5M0.52%+20,29313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…255,709$21.2M0.13%+1,44913F-HRTimelineGroup
Clarity Financial LLC251,489$20.8M1.93%-279,44413F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC251,317$20.8M0.6%-5,40813F-HRTimeline
Klaas Financial Asset Advisors, LLC249,137$20.6M2.99%+6,62313F-HRTimeline
NorthCoast Asset Management LLC246,663$20.4M0.45%-214,53613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP235,790$19.5M0.25%-8,62813F-HRTimeline
Lake Hills Wealth Management, LLC229,112$19M9.9%-288,62713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC227,158$18.8M0.25%-47,45713F-HRTimeline
Orion Porfolio Solutions, LLC216,275$17.9M0.13%+44,50013F-HRTimeline
Ballast, Inc.214,361$17.8M4.16%+9,25013F-HRTimeline
INSIGHT 2811, INC.208,353$17.3M7.62%-4,34913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC208,074$17.2M0.01%+62,04613F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP205,037$17M0.01%+20,58413F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC202,646$16.8M1.86%+24,22613F-HRTimeline
Acorns Advisers, LLC200,932$16.6M0.12%+9,06213F-HRTimeline
Aptus Capital Advisors, LLC198,690$16.5M0.14%+90,98413F-HRTimeline
MBL Wealth, LLC193,916$16.1M1.29%+6,03813F-HRTimeline
MAI Capital Management193,401$16M0.09%+72,23113F-HRTimeline
DT Investment Partners, LLC191,116$15.8M1.31%+32,96313F-HRTimeline
Wealthspire Retirement, LLC188,743$15.6M0.95%+23,66513F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.184,739$15.3M0.82%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV184,462$15.3M0.02%-43,23913F-HRTimeline
Global Trust Asset Management, LLC184,272$15.3M6.03%+182,77213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC183,076$15.2M0.52%-1,96213F-HRTimelineGroup
MONTAG A & ASSOCIATES INC180,155$14.9M0.68%+10,57613F-HRTimeline
Mesirow Financial Investment Management…178,111$14.8M0.3%-90,49613F-HRTimeline
Strategic Investment Advisors / MI176,646$14.6M1.27%+48,76613F-HRTimeline
Hughes Financial Services, LLC175,478$14.5M2.28%+18,15613F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC169,060$14M2%13F-HRTimeline
StrongBox Wealth, LLC164,457$13.6M4.48%+4,67213F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC163,997$13.6M1.12%+2,90613F-HRTimeline
Cascade Financial Partners, LLC157,949$13.1M1.33%+56,70713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…156,809$13M0.31%-405,63713F-HRTimelineGroup
CAMDEN NATIONAL BANK156,379$13M1.78%+9,47013F-HRTimeline
Creative Planningin group Creative Planning155,847$12.9M0.01%+3,28513F-HRTimelineGroup
LEUTHOLD GROUP, LLC154,959$12.8M1.39%-5,44013F-HRTimeline
1832 Asset Management L.P.153,827$12.7M0.02%+26,69613F-HRTimeline
Salomon & Ludwin, LLC152,526$12.6M1.12%+12,47013F-HRTimeline
Ifrah Financial Services, Inc.152,153$12.6M3.24%+1,83413F-HRTimeline
AdvisorNet Financial, Inc150,381$12.5M0.66%-17,13713F-HRTimeline
NewEdge Advisors, LLC149,380$12.4M0.04%+15,63413F-HRTimeline
Portfolio Design Labs, LLC147,568$12.2M2.02%+1,20413F-HRTimeline
Ted Buchan & Co147,087$12.2M4.47%+5,33113F-HRTimeline
Foundations Investment Advisors, LLC145,789$12.1M0.16%-12,92613F-HRTimeline
Integrated Wealth Concepts LLC145,078$12M0.14%-20,74513F-HRTimeline
Capital Investment Services of America,…145,050$12M1.13%+1,31513F-HRTimeline
Argent Advisors, Inc.144,629$12M3.34%+5,15413F-HRTimeline
CRITERIA CAIXA, S.A.U.2,000,000$11.8M4.08%013F-HRTimeline
Parkway Wealth Management Group, LLC138,031$11.4M1.53%13F-HRTimeline
Innova Wealth Partners135,603$11.2M5.67%-45,14713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP135,187$11.2M0.87%+9,01113F-HRTimelineGroup
Net Worth Advisory Group133,411$11M2.23%+10,38913F-HRTimeline
FIRST AMERICAN TRUST, FSB132,633$11M0.75%+4,09613F-HRTimeline
D.A. DAVIDSON & CO.131,891$10.9M0.07%+40,10713F-HRTimeline
Balefire, LLC131,645$10.9M2.12%-37113F-HRTimeline
Barry Investment Advisors, LLC130,042$10.8M2.4%+100,98913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC126,168$10.4M0.01%-104,39713F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.126,011$10.4M1.14%+5,50113F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…124,144$10.3M0.18%+8,35713F-HRTimelineGroup
CWM, LLCin group CWM, LLC122,202$10.1M0.03%-9,06813F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO121,887$10.1M0.15%-23,02213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…121,528$10.1M0.01%+31,23613F-HRTimelineGroup
Everstar Asset Management, LLC119,048$9.86M5.29%+13,60013F-HRTimeline
BEARING POINT CAPITAL, LLC118,615$9.82M1.54%-54,79513F-HRTimeline
Heck Capital Advisors, LLC118,182$9.79M0.73%-20,76013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS117,928$9.77M0.01%+53,49613F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.117,567$9.74M3.41%+3,23913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…116,794$9.67M0.03%+6,66013F-HRTimelineGroup
World Investment Advisors116,434$9.64M0.16%+3,75513F-HR/ATimeline
Premier Path Wealth Partners, LLC115,563$9.57M1.24%-6,92813F-HRTimeline
JFS WEALTH ADVISORS, LLC113,519$9.4M0.53%+2,92213F-HRTimeline
MBA Advisors LLC112,345$9.3M3.75%+7,12213F-HRTimeline
NerdWallet Wealth Partners, LLC111,643$9.25M4.14%+1,15713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management111,482$9.23M0.11%-4,83813F-HRTimelineGroup
IFP Advisors, Inc110,827$9.18M0.21%+40,04213F-HRTimeline
Members Trust Co110,255$9.13M0.3%-23,78413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC109,626$9.08M0.5%+41,26613F-HRTimelineGroup
Pointe Capital Management LLC109,248$9.05M4.49%+20,44113F-HRTimeline
Kingsview Wealth Management, LLC108,028$8.95M0.13%+7,15113F-HRTimeline
Pure Financial Advisors, LLC108,000$8.94M0.13%+3,81813F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.107,446$8.9M2.63%+63313F-HRTimeline
Spectrum Strategic Capital Management, …107,339$8.89M4.72%new13F-HRTimeline
Invariant Investment Management107,290$8.89M5.69%13F-HRTimeline
Symmetry Partners, LLC107,257$8.88M0.53%+67513F-HRTimeline
LWM ADVISORS INC106,668$8.83M7.77%+1,37713F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP106,376$8.81M0.33%+14,64713F-HRTimeline
Buttonwood Financial Advisors Inc.105,123$8.71M2.9%+12,24113F-HRTimeline
Broyhill Asset Management, LLC102,717$8.51M7.49%+21,50913F-HRTimeline
Dogwood Wealth Management LLC102,306$8.47M3.73%+11,17513F-HRTimeline
Janney Montgomery Scott LLC101,737$8.43M0.02%-23,46013F-HRTimeline
Beacon Wealthcare LLC101,196$8.38M2.88%+4,90513F-HRTimeline
DRW Securities, LLC100,239$8.3M0.63%-57,49613F-HRTimeline
Sanctuary Advisors, LLC99,557$8.25M0.05%-4,49213F-HRTimeline
Betterment LLC99,270$8.22M0.02%+15,94513F-HRTimeline
Eley Financial Management, Inc97,708$8.09M2.91%+2,32613F-HRTimeline
Alamar Capital Management, LLC96,922$8.03M4.43%+7,70613F-HRTimeline
Focus Financial Network, Inc.96,680$8.01M0.28%-43013F-HRTimeline