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Disclosery

SHY ISHARES TR

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COM (fund)

Filings received so far for Q3 2026: 68 13F filers report a position in SHY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
ATWOOD & PALMER INC766,834$62.3M3.2%+34,71513F-HRTimeline
Farther Finance Advisors, LLC513,367$41.7M0.3%+44,49713F-HRTimeline
Apella Capital, LLC152,694$12.4M0.16%+116,98413F-HRTimeline
Shira Ridge Wealth Management138,690$11.3M3.91%+14,25413F-HRTimeline
First Heartland Consultants, Inc.126,337$10.3M0.68%+31,69913F-HRTimeline
Beacon Wealthcare LLC122,440$9.94M3.15%+16,69213F-HRTimeline
Lake Hills Wealth Management, LLC121,755$9.89M4.54%-2,99313F-HRTimeline
Invariant Investment Management107,818$8.74M5.05%+82413F-HRTimeline
KFA Private Wealth Group, LLC91,782$7.45M1.75%-18,86013F-HRTimeline
Boltwood Capital Management88,031$7.15M1.61%+4,61113F-HRTimeline
Wealth Enhancement Trust Services, Inc.65,541$5.32M0.57%+47,13713F-HRTimeline
SigFig Wealth Management, LLC54,867$4.46M0.11%-2,84613F-HRTimeline
Balefire, LLC52,893$4.29M0.68%-4,40313F-HRTimeline
Martin Capital Partners, LLC45,903$3.73M1.34%+89713F-HRTimeline
Tactive Advisors, LLC38,348$3.11M0.75%+18,64513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC38,330$3.11M0.45%+3,56813F-HRTimeline
Whitcomb & Hess, Inc.26,033$2.11M0.45%+1,84413F-HRTimeline
Cooper Financial Group24,439$1.98M0.16%+99113F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.23,555$1.91M1.29%+2,16113F-HRTimeline
Councilor Wealth, LLC22,436$1.82M0.75%-77613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC21,017$1.71M0.11%+8,95913F-HRTimeline
Stonebridge Financial Group, LLC19,571$1.59M0.12%-67413F-HRTimeline
Buska Wealth Management, LLC17,722$1.44M0.5%+4,81313F-HRTimeline
Freestate Advisors LLC17,592$1.43M1.1%-40913F-HRTimeline
Canandaigua National Trust Co of Florida15,806$1.28M0.71%13F-HRTimeline
ROCKLAND TRUST CO15,459$1.26M0.05%-33213F-HRTimeline
CHAPIN DAVIS, INC.14,046$1.14M0.22%+9613F-HRTimeline
MassMutual Private Wealth & Trust, FSB13,551$1.1M0.03%+13,15113F-HRTimeline
CX Institutional9,555$776K0.02%-885,18113F-HRTimeline
Independence Financial Advisors, LLC9,256$752K0.19%-2,98913F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC8,989$730K0.14%-4,52113F-HRTimeline
Gouws Capital LLC8,300$674K0.32%013F-HRTimeline
Factor Wealth Management LTD8,052$654K0.1%-80413F-HRTimeline
DIVERSIFIED MANAGEMENT INC7,228$587K0.1%013F-HRTimeline
Avidian Wealth Enterprises, LLC7,005$569K0.02%+1,60313F-HRTimeline
CoreCap Advisors, LLC6,992$568K0.02%-81613F-HRTimeline
Acropolis Investment Management, LLC6,580$534K0.02%-3,20713F-HRTimeline
Montecito Bank & Trust6,223$505K0.08%013F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…6,188$502K0.03%013F-HRTimelineGroup
Trust Co5,856$475K0.04%013F-HRTimeline
Biltmore Wealth Management, LLC5,777$469K0.15%+29313F-HRTimeline
GK Wealth Management LLC5,471$444K0.25%+1,25113F-HRTimeline
Weaver Consulting Group5,447$442K0.09%-22513F-HRTimeline
EPIQ PARTNERS, LLC4,926$400K0.17%-2,07013F-HRTimeline
TrueWealth Advisors, LLC4,685$380K0.09%013F-HRTimeline
FIRST COMMUNITY TRUST NA4,457$362K0.12%-7,30313F-HRTimeline
Pathway Financial Advisors LLC4,400$357K0.04%013F-HRTimeline
Whalen Wealth Management Inc.4,393$357K0.15%-22,32113F-HRTimeline
Castleview Partners, LLC3,753$305K0.13%+31513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,756$304K0.09%+23913F-HRTimeline
Veracity Capital LLC3,206$260K0.07%+6013F-HRTimeline
Noble Wealth Management PBC3,199$260K0.12%-95013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC3,049$248K0.07%new13F-HRTimeline
Central Pacific Bank - Trust Division2,920$237K0.02%013F-HRTimeline
EASTERN BANK2,867$233K<0.01%+2,60013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,849$231K0.03%+713F-HRTimeline
Hickory Point Bank & Trust2,521$205K0.12%013F-HRTimeline
Hummer Financial Advisory Services Inc2,500$203K0.13%013F-HRTimeline
Horizons Wealth Management1,323$107K0.07%13F-HRTimeline
Grove Bank & Trust1,200$97.4K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,100$89.3K0.01%013F-HRTimelineGroup
Bank of New Hampshire428$34.8K0.01%-11013F-HRTimeline
Roxbury Financial LLC422$34.3K0.03%-1413F-HRTimeline
Planning Strategies Inc.312$25.3K0.02%013F-HRTimeline
GAMMA Investing LLC90$7.31K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton36$2.92K<0.01%013F-HRTimeline
LWM ADVISORS INC22$1.79K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1$82<0.01%-313F-HRTimeline