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Disclosery

USHY ISHARES TR

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SHS (fund)

660 managers (673 13F filers) reported a position in USHY shares at 2026-06-30, 701,080,800 shares in all. 73 filers opened a position and 55 filers sold out during the quarter.

Managers
660
13F filers
673
New
73
Added
315
Reduced
175
Sold out
55
Shares held by filers
701,080,800

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP102,450,126$3.79B1.52%+7,089,30013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN71,640,220$2.65B0.46%+25,471,25313F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC64,814,347$2.4B13.07%+3,355,89013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.42,060,397$1.56B0.02%+19,133,86813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP31,773,821$1.18B0.14%-1,921,42413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding31,236,213$1.16B+345,287Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,595,060$873M0.09%+2,678,03113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,726,225$804M0.05%+441,05713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,479,608$758M0.21%+1,038,71313F-HRTimelineGroup
TIAAgroup of 4 filers holding17,314,592$641M+1,102,425Timeline
MORGAN STANLEYin group MORGAN STANLEY16,319,051$604M0.03%+3,743,42713F-HRTimelineGroup
Japan Science & Technology Agency14,319,906$530M10.03%013F-HRTimeline
Ilmarinen Mutual Pension Insurance Co14,110,000$522M3.53%+30,00013F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …13,205,000$489M3.06%-9,425,00013F-HRTimeline
Caisse de depot et placement du Quebec10,057,165$372M0.53%013F-HRTimeline
FMR LLCin group FMR LLC9,683,034$358M0.02%+1,638,84113F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding9,262,162$343M+7,860,912Timeline
Ocean Park Asset Management, LLC8,293,739$307M14.79%+1,195,13113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,291,228$270M0.05%+2,412,99613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,483,218$240M+1,063,186Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,021,477$223M0.14%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,954,526$220M0.37%-260,52913F-HRTimelineGroup
LPL Financial LLC5,521,305$204M0.05%+884,68313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding5,404,325$200M+107,523Timeline
NEPC LLC5,230,809$194M3.61%013F-HRTimeline
TOEWS CORP /ADV5,163,600$191M27.88%new13F-HRTimeline
Polianta Ltd4,835,000$179M22.13%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,718,882$175M0.01%-427,99713F-HRTimelineGroup
iA Global Asset Management Inc.4,586,295$170M2.02%new13F-HRTimeline
SigFig Wealth Management, LLC3,203,583$119M3.14%+113,54913F-HRTimeline
Counterpoint Mutual Funds LLC3,034,468$112M11.11%+2,480,22713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,018,362$111M0.17%-36,16413F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP2,843,829$105M1.05%+1,674,16913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,731,157$101M0.12%+2,256,08613F-HRTimelineGroup
One Capital Management, LLC2,610,139$96.2M2.67%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,522,363$93.4M0.16%+137,49013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers2,222,793$82.3M0.09%+339,31113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,210,463$81.8M0.1%+248,38813F-HRTimelineGroup
1832 Asset Management L.P.2,207,160$81.7M0.1%+61,87313F-HRTimeline
Kensington Asset Management, LLC2,140,983$79.3M4.32%-77,50013F-HRTimeline
Elo Mutual Pension Insurance Co2,096,382$77.6M1%-1,648,61813F-HRTimeline
South Dakota Investment Council2,006,500$74.3M1.27%+43,50013F-HRTimeline
NEOS Investment Management LLC1,940,278$71.4M0.26%new13F-HRTimeline
Betterment LLC1,909,046$70.7M0.12%+2,93413F-HRTimeline
REBALANCE, LLC1,907,564$70.6M3.7%+169,33013F-HRTimeline
Ninety One UK Ltd1,867,507$69.1M0.15%-426,69113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,635,033$60.5M0.01%-188,44813F-HRTimelineGroup
Bricktown Capital, LLC1,605,073$59.4M10.74%+54,42513F-HRTimeline
Liberty Mutual Group Asset Management I…in group Liberty Mutual Group Asset Ma…1,485,000$55M4.8%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,475,495$54.6M0.07%+74,22013F-HR/ATimeline
SHENKMAN CAPITAL MANAGEMENT INC1,363,449$51.5M7.15%-343,27413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,377,743$51M1.36%+210,60313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,369,649$50.7M0.07%+116,62113F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO1,355,000$50.2M0.47%013F-HRTimeline
Wealthfront Advisers LLC1,354,616$50.1M0.1%+167,69213F-HRTimeline
SUMITOMO LIFE INSURANCE CO1,300,000$48.1M0.79%+689,30013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,282,817$47.5M0.06%+175,40513F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding1,273,020$47.1M+59,833Timeline
US BANCORP \DE\in group US BANCORP \DE\1,237,359$45.8M0.05%+221,42413F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,208,206$44.7M0.1%+817,45813F-HR/ATimeline
Koss-Olinger Consulting, LLC1,183,714$43.8M3.38%-72,87413F-HRTimeline
DSC Meridian Capital LP1,181,455$43.7M10.24%+96,50313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,140,833$42.2M0.02%-655,33113F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…1,118,656$41.4M0.29%+166,16113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC1,115,267$41.3M0.4%+32,89413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,104,392$40.9M0.65%new13F-HRTimeline
Capital Asset Advisory Services LLC1,051,627$38.9M1.41%+27,01813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,043,544$38.6M0.03%+39,32913F-HRTimelineGroup
KING STREET CAPITAL MANAGEMENT, L.P.in group KING STREET CAPITAL MANAGEMEN…999,000$37M19.5%new13F-HRTimelineGroup
Roberts Financial Services LLC997,955$36.9M10.82%+22,68613F-HRTimeline
Cetera Investment Advisers978,459$36.2M0.03%-91,02313F-HRTimeline
First Command Advisory Services, Inc.930,168$34.4M0.2%+113,08013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…896,486$33.2M0.03%+822,85313F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC886,891$32.8M0.58%-350,00013F-HRTimelineGroup
Chandler Asset Management, Inc.846,780$31.3M4.42%+58,85513F-HRTimeline
Prestige Wealth Management Group LLC818,912$30.3M5.51%+807,08513F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…800,000$29.6M0.1%013F-HRTimelineGroup
Financial Management Professionals, Inc.703,698$26.1M2.47%+703,60613F-HRTimeline
Santa Clara Valley Transportation Autho…699,249$25.9M20.05%+38,77013F-HRTimeline
Stockman Wealth Management, Inc.694,160$25.7M2.66%+44,04813F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC685,069$25.4M0.03%013F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC661,379$24.5M0.31%+180,11213F-HRTimeline
Baker Avenue Asset Management, LP659,551$24.4M0.46%+30,12913F-HRTimeline
Clearstead Advisors, LLC628,181$23.3M0.22%+621,51913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.622,914$23M0.14%+89,03913F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD619,568$22.9M0.05%+153,30013F-HRTimelineGroup
Keeler Thomas Management LLC608,569$22.5M7.99%+11,99413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding607,340$22.5M+84,387Timeline
Alaska Permanent Fund Corp576,619$21.3M1.41%013F-HR/ATimeline
Allegiance Financial Group Advisory Ser…568,995$21.1M3.65%+56,56513F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.550,418$20.4M0.29%new13F-HRTimelineGroup
&PARTNERS542,963$20.1M0.08%-131,57713F-HRTimeline
Wedmont Private Capital531,621$19.6M0.54%+48,87213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC516,260$19.1M<0.01%+22,46813F-HRTimelineGroup
1607 Capital Partners, LLC500,400$18.5M1.61%-927,62513F-HRTimeline
CVS HEALTH Corp478,100$17.7M7.86%+130,00013F-HRTimeline
ALLIANCEBERNSTEIN L.P.473,656$17.4M0.01%-9,10513F-HRTimeline
Greystone Financial Group, LLC461,319$17.1M4.77%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC453,959$16.8M1.23%-40,77513F-HRTimeline
Trajan Wealth LLC449,370$16.6M0.63%+31,63413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC419,032$15.5M0.02%-5,87513F-HRTimeline
Summit Wealth Group, LLC408,392$15.1M3.08%+11,84313F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP392,600$14.5M5.02%+129,80013F-HRTimeline
CHOREO, LLC381,671$14.1M0.16%+6,10713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO379,214$14M0.01%-399,89013F-HRTimelineGroup
Silver Point Capital L.P.in group Silver Point Capital L.P.377,941$14M1.27%new13F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P376,828$14M0.02%+17,65713F-HRTimelineGroup
Destiny Wealth Partners, LLC369,017$13.6M1.91%+22,60713F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.345,178$12.8M0.04%-287,45413F-HRTimelineGroup
Grove Bank & Trust341,672$12.6M1.25%+10,37813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\335,646$12.4M<0.01%-74,31113F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…333,242$12.3M0.06%013F-HRTimeline
FORM Wealth Advisors, LLC332,238$12.3M1.35%+96,67813F-HRTimeline
CNO Financial Group, Inc.320,000$11.8M6.78%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…310,393$11.5M0.1%+157,03613F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd310,219$11.5M0.92%013F-HRTimeline
FC Advisory LLC300,163$11.1M2.94%+4,78913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC297,180$11M0.01%+17,89813F-HRTimelineGroup
Octavia Wealth Advisors, LLC286,513$10.6M0.92%+23,74913F-HRTimeline
Grey Fox Wealth Advisors, LLC283,961$10.5M1.65%+21,93613F-HRTimeline
HOWE & RUSLING INC269,340$9.97M0.58%+8,92213F-HRTimeline
Legacy Wealth Partners, LLC260,491$9.64M2.17%new13F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP260,361$9.64M0.34%+58,91413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC253,314$9.38M0.28%+81,48013F-HRTimelineGroup
OLD MISSION CAPITAL LLC251,221$9.3M0.24%+91,58013F-HRTimeline
Vise Technologies, Inc.250,345$9.27M0.1%+65,87113F-HRTimeline
Arax Advisory Partners245,024$9.07M0.06%+170,30013F-HRTimeline
Steward Partners Investment Advisory, L…237,111$8.78M0.04%+27,02113F-HRTimeline
Amicus Financial Advisors, LLC235,140$8.7M2.14%-3,68513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC232,203$8.6M0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC227,830$8.43M0.04%+21,53713F-HRTimeline
UMB Bank, n.a.219,046$8.11M0.1%-1,15013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sigma Planning Corp200,610$7.43M0.19%+4,73713F-HRTimeline
Single Point Partners, LLC199,560$7.39M1.3%+14,24313F-HRTimeline
Modern Wealth Management, LLC196,176$7.26M0.09%+3,84413F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC194,958$7.22M0.74%+23,63613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC193,635$7.17M0.15%+19,76713F-HRTimelineGroup
Integrated Advisors Network LLC192,692$7.13M0.33%+12,84513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth190,227$7.04M0.01%+146,11513F-HRTimelineGroup
Twele Capital Management, Inc.185,359$6.86M1.12%+49,82713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…181,125$6.68M0.01%+19,06413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding178,555$6.61M-49,454Timeline
CoreCap Advisors, LLC177,673$6.58M0.19%-138,26613F-HRTimeline
World Investment Advisors176,599$6.51M0.11%-7,12313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…169,302$6.27M0.11%+28,97513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/166,378$6.16M0.01%-6,91513F-HRTimelineGroup
Cornerstone Management, Inc.165,476$6.13M0.88%-10,89913F-HRTimeline
Creative Planningin group Creative Planning163,188$6.04M<0.01%+3,23113F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC159,922$5.92M<0.01%+2,45413F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC156,232$5.78M0.3%+10,89513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC154,116$5.71M<0.01%new13F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…150,600$5.58M0.75%-3,26213F-HRTimelineGroup
Horizon Investments, LLC151,744$5.55M0.06%-257,66613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC149,782$5.54M0.02%-53,70913F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc149,055$5.52M0.01%013F-HRTimelineGroup
IFG Advisors, LLC149,025$5.52M0.76%new13F-HRTimeline
Chesapeake Wealth Management148,097$5.48M1.54%+3,52913F-HRTimeline
Fisher Asset Management, LLC144,061$5.33M<0.01%-15,63013F-HRTimeline
Ellevest, Inc.143,979$5.33M0.63%+9,77713F-HRTimeline
49 WEALTH MANAGEMENT, LLC143,374$5.31M1.01%new13F-HR/ATimeline
ALONGSIDE, LLC143,374$5.31M1.01%13F-HRTimeline
FORTE ASSET MANAGEMENT LLC136,741$5.06M2.07%+1,62913F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC136,245$5.04M0.58%+81,10013F-HRTimeline
Topel & Distasi Wealth Management, LLC136,122$5.04M2.43%+4,92313F-HRTimeline
MML INVESTORS SERVICES, LLC131,852$4.88M0.01%-1,31013F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …130,816$4.84M<0.01%+5,76713F-HRTimelineGroup
Proficio Capital Partners LLC130,060$4.81M0.17%+67,01913F-HRTimeline
Orion Porfolio Solutions, LLC126,417$4.68M0.04%+5,23513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC126,339$4.68M0.02%+56,93113F-HR/ATimeline
TUCKER ASSET MANAGEMENT LLC122,883$4.55M1.12%+25,80113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.121,579$4.5M0.07%+8,67413F-HRTimeline
ALPS ADVISORS INC121,418$4.49M0.02%-9,31513F-HRTimeline
Asset Management One Co., Ltd.120,103$4.45M0.01%new13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC119,486$4.41M0.16%-2,60013F-HRTimeline
Choate Investment Advisors118,199$4.38M0.08%+61,27313F-HRTimeline
Kathmere Capital Management, LLC115,486$4.28M0.23%+44,39213F-HRTimeline
Financial & Tax Architects, LLC115,423$4.27M0.9%+11,53313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC113,749$4.21M0.03%-1,48613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…112,601$4.17M0.01%-4,57713F-HRTimelineGroup
Edgestream Partners, L.P.111,921$4.14M0.12%+85,13713F-HRTimeline
Heritage Family Offices, LLP111,311$4.12M1.59%-56,26113F-HRTimeline
Pacific Excel Wealth Advisors, Inc.111,311$4.12M1.59%new13F-HRTimeline
Counterweight Ventures, LLC110,966$4.11M2.05%-2,62413F-HRTimeline
KINTRA WEALTH, LLC111,293$4.11M0.21%-24,44713F-HRTimeline
Drucker Wealth 3.0, LLC109,178$4.04M0.64%+13,19213F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …107,686$3.99M0.47%+6,31713F-HRTimeline
IEQ CAPITAL, LLC101,969$3.77M0.02%+1,57913F-HRTimeline
SWS Partners99,938$3.7M0.8%+2,92713F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC99,853$3.7M2.07%+7,10213F-HRTimeline
Collaborative Fund Advisors, LLC99,140$3.67M2.14%+56,35713F-HRTimeline
Marble Wealth, LLC98,378$3.64M0.56%+60613F-HRTimeline
American Trust97,991$3.63M0.28%-3,81413F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …98,189$3.61M0.27%-6,46813F-HRTimelineGroup
Procyon Advisors, LLC97,391$3.61M0.16%+37,20413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC95,389$3.53M0.01%+1,64913F-HRTimeline
Angel Oak Capital Advisors, LLC93,670$3.47M4.37%-65,26613F-HRTimeline
DeLarme Wealth Management, Inc.90,790$3.36M1.95%-36013F-HRTimeline
Cynosure Group, LLC88,356$3.27M0.49%+62,87813F-HRTimeline
LeConte Wealth Management, LLC87,800$3.25M1.77%+6,53013F-HRTimeline
Sage Advisory Services, Ltd.Co.87,070$3.22M1.59%-60,12013F-HRTimeline