Skip to content
Disclosery

SHY ISHARES TR

Follow

COM (fund)

1,207 managers (1,226 13F filers) reported a position in SHY shares at 2026-03-31, 233,726,427 shares in all. 98 filers opened a position and 86 filers sold out during the quarter.

Managers
1,207
13F filers
1,226
New
98
Added
538
Reduced
401
Sold out
86
Shares held by filers
233,726,427

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY22,530,443$1.86B0.11%-4,115,83813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS19,190,886$1.58B2.77%+1,226,12713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,649,532$1.29B0.09%+3,451,89013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,507,304$1.03B0.07%+1,897,60313F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.11,690,655$965M0.02%-1,922,86113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,404,924$529M0.12%+1,608,87513F-HR/ATimelineGroup
LPL Financial LLC5,873,249$485M0.13%-424,41313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,714,853$472M0.09%+500,91213F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,713,736$472M0.09%+165,47313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding4,824,732$398M-96,125Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,578,604$378M0.12%+322,54213F-HRTimelineGroup
FMR LLCin group FMR LLC4,078,817$337M0.02%+3,169,39813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,704,780$306M+80,989Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,667,773$303M0.13%+319,70813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,515,652$290M0.06%-51,26813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,175,680$262M0.53%+1,002,45313F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding2,748,036$227M+15,168Timeline
PINEBRIDGE INVESTMENTS ASIA LTD2,737,000$226M78.12%-530,00013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,428,740$201M0.12%+372,52913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,303,377$190M0.26%+4,76513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,505,922$124M0.11%+124,50113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,481,506$122M0.08%+191,40313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,315,505$109M-40,483Timeline
Charles Schwab Trust Cogroup of 2 filers holding1,226,661$101M-8,080Timeline
Smithfield Trust Co1,116,682$92.2M4.02%+4,88113F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,090,879$90.1M0.08%-1,149,83313F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,073,029$88.6M0.45%-399,69513F-HRTimeline
McElhenny Sheffield Capital Management,…1,065,147$87.9M21.8%new13F-HRTimeline
Wealthfront Advisers LLC1,014,778$83.8M0.18%+267,63313F-HRTimeline
GenWealth Group, Inc.996,294$82.3M14.07%new13F-HRTimeline
TFC Financial Management, Inc.990,689$81.8M10.08%+58,21013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.976,996$80.7M0.12%+150,98613F-HRTimelineGroup
Americana Partners, LLC954,683$78.8M2.05%+946,20813F-HRTimeline
Tanglewood Wealth Management, Inc.932,323$77M6.38%+924,94913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC929,810$76.8M0.3%+59,00713F-HRTimelineGroup
Transmarket Holdings LP924,845$76.4M40.79%+435,02113F-HRTimeline
AIA Group Ltdin group AIA Group Ltd890,071$73.5M1.07%+138,99413F-HRTimelineGroup
Bleakley Financial Group, LLC883,398$72.9M1.14%-9,29113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC882,245$72.8M0.01%-240,08313F-HRTimelineGroup
CWA Asset Management Group, LLC877,639$72.5M2.48%+19,16113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC834,633$68.9M0.04%-536,20813F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC831,189$68.6M1.42%-77,28113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC823,328$68M1.48%+86,93413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…782,135$64.6M2.68%+37,33213F-HRTimeline
Quent Capital, LLC772,073$63.8M4.52%+127,13213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\765,280$63.2M0.08%-14,47713F-HRTimelineGroup
GM Advisory Group, LLC757,390$62.5M2.41%+15,64213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC749,919$61.9M0.02%-1,215,98313F-HRTimelineGroup
HighTower Advisors, LLC749,144$61.9M0.07%-127,84813F-HRTimeline
ATWOOD & PALMER INC717,219$59.2M3.34%+22,24813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding713,801$58.9M+381,438Timeline
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding675,888$55.8M-2,505,167Timeline
Amundiin group Amundi669,900$55.3M0.02%-30013F-HRTimelineGroup
Mesirow Financial Investment Management…641,570$53M0.86%+463,45913F-HRTimeline
Cetera Investment Advisers613,460$50.7M0.05%+35,83613F-HRTimeline
SCOPUS ASSET MANAGEMENT, L.P.605,726$50M1.57%013F-HRTimeline
Fisher Asset Management, LLC604,783$49.9M0.02%+37,91013F-HRTimeline
MML INVESTORS SERVICES, LLC588,116$48.6M0.13%-169,23513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …575,105$47.5M0.36%-43,87313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC573,020$47.3M0.38%-26,52913F-HRTimelineGroup
America First Investment Advisors, LLC537,036$44.3M8.27%+31,67413F-HRTimeline
Silicon Valley Capital Partners511,999$42.3M4.14%-20,28613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…503,696$41.6M0.52%+18,49413F-HRTimelineGroup
Modern Wealth Management, LLC469,791$38.7M0.66%+35,81713F-HRTimeline
Allianz SEgroup of 2 filers holding450,174$37.2M+44,418Timeline
Private Advisor Group, LLC448,935$37.1M0.17%+87,43613F-HRTimeline
Curi Capital, LLC436,635$36.1M0.64%+6,23013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp430,204$35.5M0.12%+58,72013F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…423,090$34.9M0.06%+21,08613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …421,143$34.8M0.06%-27,70013F-HRTimelineGroup
Dakota Wealth Management420,006$34.7M0.75%+24,19213F-HR/ATimeline
Farther Finance Advisors, LLC415,585$34.2M0.32%+96,63013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC410,623$33.9M4.99%new13F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…409,537$33.8M0.12%+46,46813F-HRTimelineGroup
CX Institutional408,854$33.8M1.03%+6,68813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT399,079$33M0.26%+34,67613F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC398,796$32.9M0.94%+147,47913F-HRTimeline
Edge Wealth Management LLC390,457$32.2M5.51%+7,48413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp387,632$32M1.49%-14,55413F-HRTimelineGroup
Proficio Capital Partners LLC387,079$32M1.71%-214,75713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…441,671$31.9M0.07%-125,85513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding363,359$30M+63,304Timeline
Corient Private Wealth LPin group Corient Private Wealth LP355,543$29.2M0.04%-3,25313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC352,696$29.1M0.03%+38,79013F-HRTimelineGroup
Advisory Services Network, LLC340,654$28.1M0.37%+2,08113F-HRTimeline
Fiduciary Group, LLC337,819$27.9M2.38%-8,50813F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…334,883$27.5M20.62%+323,66213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.332,168$27.3M0.19%+294,66013F-HRTimeline
Santa Clara Valley Transportation Autho…329,537$27.2M22.63%013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC326,561$27M5.09%-9,20513F-HRTimeline
FINANCIAL CONSULATE, INC323,277$26.7M3.33%new13F-HRTimeline
Strategic Investment Advisors / MI321,540$26.6M1.83%+144,89413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC319,290$26.4M0.13%+13,92013F-HRTimeline
Innova Wealth Partners318,143$26.3M12.49%+182,54013F-HRTimeline
Ashton Thomas Private Wealth, LLC312,333$25.8M0.61%+53,14913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC309,586$25.6M0.04%+21,54513F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC309,201$25.5M8.11%new13F-HRTimeline
DRW Securities, LLC304,727$25.2M1.37%+204,48813F-HRTimeline
Sigma Planning Corp303,288$25M0.7%+8,77513F-HRTimeline
ALLIANCEBERNSTEIN L.P.299,915$24.8M0.01%-103,91313F-HRTimeline
Cambridge Investment Research Advisors,…300,715$24.8M0.06%-3,74113F-HRTimeline
SCOTIA CAPITAL INC.298,512$24.6M0.1%+98513F-HRTimeline
NewEdge Advisors, LLC296,762$24.5M0.09%+147,38213F-HR/ATimeline
Birchcreek Wealth Management, LLC292,449$24.1M11.63%+8,00613F-HRTimeline
Moment Partners, LLC288,044$23.8M4.24%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.287,752$23.8M0.04%+15,14413F-HRTimelineGroup
NIXON PEABODY TRUST CO282,107$23.3M1.85%+10,08713F-HRTimeline
OneDigital Investment Advisors LLC281,972$23.3M0.23%-15,26613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC279,548$23.1M0.19%new13F-HRTimeline
Kingsview Wealth Management, LLC271,122$22.4M0.31%+163,09413F-HRTimeline
Clarity Financial LLC262,188$21.6M2.35%+10,69913F-HRTimeline
West Virginia University Foundation, Inc261,567$21.6M2.12%new13F-HR/ATimeline
Mader & Shannon Wealth Management, Inc.251,457$20.8M9.61%-84,18813F-HRTimeline
Dynamic Advisor Solutions LLC244,153$20.2M0.64%-18,10613F-HRTimeline
NorthCoast Asset Management LLC243,150$20.1M0.47%-3,51313F-HRTimeline
Procyon Advisors, LLC241,420$19.9M0.98%-31,79013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP236,598$19.5M0.01%+31,56113F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC234,801$19.4M0.67%+51,72513F-HRTimelineGroup
CVS HEALTH Corp233,100$19.2M9.07%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP230,419$19M0.24%-5,37113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…228,030$18.8M0.21%-31,87513F-HRTimelineGroup
Ballast, Inc.221,415$18.3M4.23%+7,05413F-HRTimeline
Virtue Capital Management, LLC213,578$17.6M2.68%+200,63013F-HRTimeline
Wealthspire Retirement, LLC211,813$17.5M1.05%+23,07013F-HRTimeline
INSIGHT 2811, INC.211,194$17.4M7.58%+2,84113F-HRTimeline
CABOT WEALTH MANAGEMENT INC209,768$17.3M1.99%+7,12213F-HRTimeline
MBL Wealth, LLC207,071$17.1M1.3%+13,15513F-HRTimeline
Portfolio Design Labs, LLC205,958$17M3.02%+58,39013F-HRTimeline
Global Trust Asset Management, LLC202,776$16.7M6.4%+18,50413F-HRTimeline
Acorns Advisers, LLC201,237$16.6M0.12%+30513F-HRTimeline
DT Investment Partners, LLC200,329$16.5M1.38%+9,21313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…199,938$16.5M0.1%-55,77113F-HRTimelineGroup
MONTAG A & ASSOCIATES INC199,863$16.5M0.77%+19,70813F-HRTimeline
Orion Porfolio Solutions, LLC199,455$16.5M0.14%-16,82013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC194,098$16M0.2%-33,06013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC190,566$15.7M0.01%-17,50813F-HRTimelineGroup
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.184,739$15.3M0.87%013F-HRTimelineGroup
Hughes Financial Services, LLC180,139$14.9M2.29%+4,66113F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC179,261$14.8M3.76%13F-HRTimeline
StrongBox Wealth, LLC178,319$14.7M4.71%+13,86213F-HRTimeline
Elevate Capital Advisors, LLC176,886$14.6M9.45%+114,49613F-HRTimeline
CAMDEN NATIONAL BANK174,078$14.4M1.94%+17,69913F-HRTimeline
Ifrah Financial Services, Inc.172,642$14.3M3.77%+20,48913F-HRTimeline
Salomon & Ludwin, LLC170,913$14.2M1.27%+18,38713F-HRTimeline
Pallas Capital Advisors LLC171,450$14.2M0.53%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP167,601$13.8M0.77%+114,28013F-HRTimeline
Foundations Investment Advisors, LLC162,457$13.4M0.17%+16,66813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV161,498$13.3M0.02%-22,96413F-HRTimeline
Members Advisory Group LLC161,373$13.3M4.57%new13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding160,577$13.3M-118,729Timeline
1832 Asset Management L.P.157,401$13M0.02%+3,57413F-HRTimeline
LEUTHOLD GROUP, LLC157,002$13M1.38%+2,04313F-HRTimeline
Archford Capital Strategies, LLC155,651$12.9M1.47%+124,78913F-HRTimeline
Barry Investment Advisors, LLC154,991$12.8M2.82%+24,94913F-HRTimeline
IFP Advisors, Inc154,817$12.8M0.27%+43,99013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC153,125$12.6M1.02%-10,87213F-HRTimeline
AdvisorNet Financial, Inc152,478$12.6M0.65%+2,09713F-HRTimeline
D.A. DAVIDSON & CO.152,471$12.6M0.08%+20,58013F-HRTimeline
Janney Montgomery Scott LLC150,877$12.5M0.03%+49,14013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC149,814$12.4M1.73%-19,24613F-HRTimeline
Integrated Wealth Concepts LLC147,415$12.2M0.1%+2,33713F-HRTimeline
Argent Advisors, Inc.146,725$12.1M3.31%+2,09613F-HRTimeline
Parkway Wealth Management Group, LLC146,740$12.1M1.53%+8,70913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC146,396$12.1M0.09%+57,64613F-HRTimelineGroup
Clearstead Advisors, LLC145,672$12M0.11%+58,65013F-HRTimeline
Capital Investment Services of America,…144,350$11.9M1.24%-70013F-HRTimeline
CRITERIA CAIXA, S.A.U.2,000,000$11.8M50.24%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS142,615$11.8M0.01%+24,68713F-HRTimelineGroup
Creative Planningin group Creative Planning141,791$11.7M0.01%-14,05613F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB137,625$11.4M0.76%+4,99213F-HRTimeline
Net Worth Advisory Group135,598$11.2M2.32%+2,18713F-HRTimeline
CWM, LLCin group CWM, LLC133,136$11M0.03%+10,93413F-HRTimelineGroup
Main Management LLCin group Main Management ETF Advisors,…132,756$11M0.8%+110,57313F-HRTimelineGroup
Northstar Advisory Group, LLC128,988$10.7M4.06%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management128,219$10.6M0.12%+16,73713F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.127,556$10.5M3.58%+9,98913F-HRTimeline
BEARING POINT CAPITAL, LLC127,532$10.5M1.65%+8,91713F-HRTimeline
MAI Capital Management124,653$10.3M0.06%-68,74813F-HRTimeline
MBA Advisors LLC124,132$10.2M3.94%+11,78713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.122,478$10.1M1.13%-3,53313F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…122,409$10.1M0.21%-1,73513F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…119,744$9.89M0.03%+2,95013F-HR/ATimelineGroup
Pointe Capital Management LLC118,543$9.79M4.85%+9,29513F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP117,887$9.73M0.37%+11,51113F-HRTimeline
McKinley Carter Wealth Services, Inc.115,955$9.57M0.55%+91,46113F-HRTimeline
LITTLE HOUSE CAPITAL LLC115,875$9.57M2.47%+40,92913F-HRTimeline
Everstar Asset Management, LLC115,152$9.51M5.06%-3,89613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO114,331$9.44M0.14%-7,55613F-HRTimeline
World Investment Advisors114,008$9.41M0.15%-2,42613F-HRTimeline
Pure Financial Advisors, LLC113,796$9.4M0.13%+5,79613F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.113,233$9.35M2.85%+5,78713F-HRTimeline
Alamar Capital Management, LLC113,224$9.35M5.71%+16,30213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC112,160$9.26M0.27%+49,45013F-HRTimeline
Buttonwood Financial Advisors Inc.110,735$9.14M3.06%+5,61213F-HRTimeline
Symmetry Partners, LLC110,020$9.08M0.52%+2,76313F-HRTimeline
Betterment LLC107,647$8.89M0.02%+8,37713F-HRTimeline
Dogwood Wealth Management LLC107,381$8.87M3.85%+5,07513F-HRTimeline
LWM ADVISORS INC107,313$8.86M7.69%+64513F-HRTimeline
TIAAgroup of 3 filers holding107,174$8.85M-360,388Timeline
JFS WEALTH ADVISORS, LLC106,582$8.8M0.49%-6,93713F-HRTimeline