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Disclosery

USHY ISHARES TR

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SHS (fund)

666 managers (679 13F filers) reported a position in USHY shares at 2026-06-30, 701,124,737 shares in all. 73 filers opened a position and 55 filers sold out during the quarter.

Managers
666
13F filers
679
New
73
Added
316
Reduced
178
Sold out
55
Shares held by filers
701,124,737

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
WealthCare Investment Partners, LLC85,137$3.15M0.77%+9,06813F-HRTimeline
Paragon Advisors, LLC83,767$3.1M0.65%-18,60813F-HRTimeline
Peak Planning Group, LLC83,765$3.1M0.7%+6,51713F-HRTimeline
Goldstone Financial Group, LLC82,283$3.05M0.28%-54313F-HRTimeline
Vestmark Advisory Solutions, Inc.82,186$3.04M0.03%+67,92013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC81,550$3.02M0.05%-7,20413F-HRTimeline
MGO ONE SEVEN LLC81,104$3M0.05%+17,37213F-HRTimeline
HighTower Advisors, LLC80,555$2.98M<0.01%-46,58713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.80,020$2.96M0.03%+4,98013F-HRTimelineGroup
NewEdge Advisors, LLC77,055$2.85M0.01%+40,45313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…76,651$2.84M0.08%+5,01013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…74,184$2.75M<0.01%+1,12413F-HRTimelineGroup
Sowell Financial Services LLC73,237$2.71M0.09%+26,73113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.71,905$2.66M0.02%new13F-HRTimelineGroup
Leeward Financial Partners, LLC71,441$2.64M0.69%+3,21713F-HRTimeline
Venture Visionary Partners LLC70,302$2.6M0.07%+59,88113F-HRTimeline
Merit Financial Group, LLC69,783$2.58M0.02%-73,82813F-HR/ATimeline
Trek Financial, LLC68,859$2.55M0.13%-203,04913F-HRTimeline
MASECO LLP68,740$2.55M0.07%-2,92613F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC67,631$2.5M0.68%-3,21013F-HR/ATimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.67,477$2.5M0.14%+24,52013F-HRTimeline
Ethos Financial Group, LLC67,959$2.49M0.17%-27,23713F-HRTimeline
Unison Advisors LLC65,898$2.44M0.17%+3,80013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC65,453$2.42M0.02%+1,12213F-HRTimeline
DAVENPORT & Co LLC65,053$2.41M0.01%-19713F-HRTimeline
Atomic Invest LLC63,925$2.37M0.21%+49,33313F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC61,700$2.28M1.04%+25,00013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC60,982$2.26M0.15%-1,58013F-HRTimeline
Joel Adams & Associates, Inc.60,476$2.24M1.44%+2,40413F-HRTimeline
Florida Trust Wealth Management Co60,136$2.23M0.06%+23,33113F-HRTimeline
Bragg Financial Advisors, Inc59,561$2.2M0.06%+4,83113F-HRTimeline
Windsor Capital Management, LLC59,375$2.2M0.57%+6,79813F-HRTimeline
HM PAYSON & CO58,711$2.17M0.03%013F-HRTimeline
Mechanics Bank Trust Department57,347$2.12M0.26%-9,05613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC56,801$2.1M<0.01%+12,82213F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC55,423$2.05M0.58%-67613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS54,714$2.03M<0.01%-500,04713F-HRTimelineGroup
Atlas Legacy Advisors, LLC53,111$1.97M0.29%+99313F-HRTimeline
Sovran Advisors, LLC52,672$1.93M0.14%+3,85113F-HRTimeline
SIMON QUICK ADVISORS, LLC51,823$1.92M0.08%+23913F-HRTimeline
Verdence Capital Advisors LLC51,624$1.91M0.1%+1,07013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC51,470$1.91M<0.01%+14,06313F-HRTimelineGroup
GUIDANCE CAPITAL, INC51,538$1.9M0.41%+8,92613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP51,119$1.89M0.02%+9,67813F-HRTimeline
Vertex Investment Solutions Co., Ltd.51,100$1.89M1.28%+6,10013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH51,012$1.89M0.51%+39,38513F-HRTimeline
Innovative Wealth Building LLC49,532$1.83M1.07%-5,02713F-HRTimeline
State of Wisconsin - Board of Commissio…48,550$1.8M1.18%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC48,504$1.8M0.01%-5,75813F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC48,315$1.79M0.24%-86313F-HRTimeline
High Net Worth Advisory Group LLC48,312$1.79M0.38%+78213F-HRTimeline
OneDigital Investment Advisors LLC48,060$1.78M0.02%-364,18113F-HRTimeline
Advisory Services Network, LLC47,827$1.77M0.02%+2,91813F-HRTimeline
Union Bancaire Privee, UBP SA47,000$1.74M0.02%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…46,601$1.73M0.1%-5,40413F-HRTimeline
Gotham Asset Management, LLC45,924$1.7M<0.01%+99713F-HRTimeline
CGN Advisors LLC45,373$1.68M0.12%+1,89313F-HRTimeline
Independent Advisor Alliance45,024$1.67M0.04%-76,25713F-HRTimeline
Mariner, LLCin group Mariner, LLC44,446$1.65M<0.01%-5,88213F-HRTimelineGroup
Encompass More Asset Management44,376$1.64M0.24%+1,94213F-HRTimeline
M Holdings Securities, Inc.44,280$1.64M0.22%+3,38413F-HRTimeline
VICUS CAPITAL44,155$1.63M0.11%+3,07213F-HRTimeline
J.W. COLE ADVISORS, INC.43,511$1.61M0.03%-29013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP43,169$1.6M0.02%+5,15613F-HRTimeline
Forum Finance Group S.A.53,263$1.59M0.57%+17,96813F-HRTimeline
Tide Cove Capital Partners LLC42,966$1.58M1.02%+1,42713F-HRTimeline
F/m Investments LLC41,800$1.55M0.08%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC41,641$1.54M0.07%+9,40113F-HRTimeline
BRIGHTON JONES LLC40,940$1.52M0.03%+6,08313F-HRTimeline
Hexagon Capital Partners LLC40,041$1.48M0.21%+5,27513F-HRTimeline
Bison Wealth, LLC39,861$1.47M0.14%-2,31513F-HRTimeline
Schuylkill Financial LLC39,499$1.46M1.35%13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.39,401$1.46M<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/39,384$1.46M<0.01%+4,90313F-HRTimelineGroup
Triad Wealth Partners, LLC39,552$1.45M0.09%+29,03313F-HRTimeline
Barnes Wealth Management Group, Inc38,703$1.43M0.66%+10,86913F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC38,618$1.43M0.42%new13F-HRTimeline
Decker Retirement Planning Inc.38,552$1.43M0.49%+8,08713F-HRTimeline
Braun-Bostich & Associates Inc.37,129$1.37M0.77%+6013F-HRTimeline
Janney Montgomery Scott LLC37,042$1.37M<0.01%-21,10513F-HRTimeline
AMG National Trust Bank36,834$1.36M0.03%+91613F-HRTimeline
Chicago Partners Investment Group LLC36,898$1.35M0.03%+65913F-HRTimeline
Boreal Capital Management LLC0$1.31M0.97%new13F-HRTimelineAmount filed as zero, left out of ratios.
Atria Investments, Inc35,181$1.3M0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC35,001$1.3M0.02%+51113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd34,775$1.29M0.04%-10,15213F-HRTimelineGroup
XY Planning Network, Inc.33,791$1.25M0.16%+60813F-HRTimeline
Silver Grove Financial Group, Inc.33,778$1.25M0.68%+1,75813F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC33,701$1.25M0.15%+97313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,263$1.23M0.01%-7,17713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,885$1.22M0.01%+1,02213F-HRTimelineGroup
CONSOLIDATED CAPITAL MANAGEMENT, LLC32,881$1.22M0.32%-46713F-HRTimeline
Pinion Investment Advisors, LLC32,726$1.21M0.23%+24,68513F-HRTimeline
CONDOR CAPITAL MANAGEMENT30,869$1.14M0.09%-613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC30,606$1.13M0.03%-31,22013F-HRTimelineGroup
Venturi Wealth Management, LLC30,448$1.13M0.04%-1,285,70013F-HRTimeline
Argent Trust Co30,066$1.11M0.03%+6,87213F-HRTimeline
Frontier Asset Management, LLC29,823$1.1M0.2%+51313F-HRTimeline
Allie Family Office LLC29,522$1.09M0.4%new13F-HR/ATimeline
Investor's Fiduciary Advisor Network, L…29,491$1.09M0.37%-12313F-HRTimeline
Caliber Wealth Management, LLC / KS29,135$1.08M0.1%+54713F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC29,017$1.07M0.7%+98113F-HRTimeline
Moors & Cabot, Inc.28,718$1.06M0.04%+31413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…28,702$1.06M0.04%+1,52313F-HRTimelineGroup
Private Advisor Group, LLC28,215$1.04M<0.01%+2,70413F-HRTimeline
Summit Financial, LLC28,125$1.04M0.01%+5,42413F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.27,779$1.03M0.36%-7,39913F-HRTimeline
BridgePort Financial Solutions, LLC27,540$1.02M0.26%-98313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC27,375$1.01M0.02%+8,09713F-HRTimeline
Dynasty Wealth Management, LLC27,249$1.01M0.01%-2,66913F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN27,215$1.01M<0.01%-130,64713F-HRTimeline
Checchi Capital Advisers, LLC27,166$1.01M0.06%+13,08013F-HRTimeline
Robertson Stephens Wealth Management, L…27,111$1M0.02%+12,79813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding27,104$994K+14,025Timeline
Portside Wealth Group, LLC26,476$980K0.11%+8,19213F-HRTimeline
Winch Advisory Services, LLC26,086$966K0.2%+25713F-HRTimeline
Arrowroot Family Office, LLC25,030$927K0.27%+1,06113F-HRTimeline
Portfolio Strategies, Inc.24,962$924K0.09%+42313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp24,802$918K<0.01%-31413F-HRTimelineGroup
Arkadios Wealth Advisors24,765$917K0.01%+14,34313F-HRTimeline
Provident Wealth Management, LLC24,393$903K0.23%+10,78813F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC24,385$903K0.46%-7,19313F-HRTimeline
Farther Finance Advisors, LLC23,654$876K0.01%+28313F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD23,500$870K<0.01%-20,00013F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding23,446$868K-68,892Timeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …23,421$867K<0.01%new13F-HR/ATimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC23,391$866K0.01%-54513F-HRTimelineGroup
Trivium Point Advisory, LLC23,165$858K0.08%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC23,056$854K0.02%+7,05913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC23,002$852K0.05%-13513F-HRTimeline
Balefire, LLC22,829$845K0.14%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.22,762$843K0.04%-31313F-HRTimeline
Turtle Creek Wealth Advisors, LLC22,662$839K0.04%new13F-HRTimeline
Mullooly Asset Management, Inc.21,826$808K0.25%+37513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,786$807K0.01%-21413F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…21,766$806K0.12%-23,60313F-HRTimeline
Avidian Wealth Enterprises, LLC21,677$802K0.02%+2,86313F-HRTimeline
Prospera Financial Services Inc21,480$796K0.01%-3,47813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,476$795K<0.01%+7113F-HRTimeline
Israel Discount Bank of New York21,418$793K1.47%+1,67113F-HRTimeline
Avior Wealth Management, LLC21,185$784K0.02%+49313F-HRTimeline
Advisory Alpha, LLC20,700$766K0.02%-1,54213F-HRTimeline
IFP Advisors, Inc20,391$755K0.01%+4,01313F-HRTimeline
Mutual Advisors, LLC20,305$752K0.01%-50,65613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,299$751K<0.01%+6,73313F-HRTimeline
Petix & Botte Co20,174$747K0.15%+10,08713F-HRTimeline
Savvy Advisors, Inc.20,079$743K0.02%+63113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK19,879$736K<0.01%-3,41513F-HRTimelineGroup
Advisors Asset Management, Inc.19,581$725K0.01%+5,00713F-HRTimeline
Independent Wealth Network Inc.19,439$720K0.18%+18613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…19,176$710K0.01%-3,81813F-HRTimelineGroup
Compound Planning, Inc.19,130$708K0.02%-49713F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…19,019$704K0.16%+1,32513F-HRTimelineGroup
RVW Wealth, LLC18,951$702K0.05%013F-HRTimeline
INVESTED ADVISORS18,827$697K0.62%+6,25013F-HRTimeline
Pure Financial Advisors, LLC18,817$697K0.01%+1,41213F-HRTimeline
Planning Project LLC18,864$696K0.14%13F-HRTimeline
SageView Advisory Group, LLC18,780$695K0.02%-95513F-HRTimeline
Hillsdale Investment Management Inc.18,550$687K0.02%+3,98013F-HRTimeline
First PREMIER Bank18,452$683K0.11%+1,45013F-HRTimeline
TRB Wealth Management, LLC18,224$675K0.09%+25513F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC17,701$655K0.16%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,508$648K0.02%-75,23913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,284$640K<0.01%-159,37813F-HRTimelineGroup
Range Advisory, LLC16,986$629K0.07%+4,25113F-HRTimeline
Modera Wealth Management, LLC16,899$626K0.01%-57213F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.16,824$623K0.08%-1,40913F-HRTimeline
Clearwater Capital Advisors, LLC16,819$623K0.05%013F-HRTimeline
Fairlight Advisors16,785$621K0.51%13F-HRTimeline
RFG Advisory, LLC16,660$617K0.01%+5,61813F-HRTimeline
Maridea Wealth Management LLC16,602$615K0.07%new13F-HRTimeline
Balentine LLC16,464$609K0.02%new13F-HRTimeline
SG Americas Securities, LLC16,264$602K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC16,231$601K<0.01%-38413F-HR/ATimeline
Security Financial Services, INC.16,155$598K0.08%+3,80813F-HRTimeline
Pines Wealth Management, LLC16,039$594K0.17%+1,87213F-HRTimeline
Dorsey & Whitney Trust CO LLC16,000$592K0.03%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC15,950$590K0.14%new13F-HRTimeline
Liberty Capital Management, Inc.15,435$571K0.1%13F-HRTimeline
SHP Wealth Management15,434$571K0.04%+98713F-HRTimeline
HighPoint Advisor Group LLC15,417$571K0.02%+5,63213F-HRTimeline
Ninety One North America, Inc.15,399$570K0.03%-13,06913F-HRTimeline
Belpointe Asset Management LLC15,337$568K0.02%-3713F-HRTimeline
WELLINGTON-ALTUS USA INC.15,200$560K0.4%-2,02813F-HRTimeline
CARDIFF PARK ADVISORS, LLC15,044$557K0.04%+25913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC14,995$555K0.02%-31013F-HRTimeline
Apella Capital, LLC14,987$553K0.01%+313F-HRTimeline
John W. Brooker & Co., CPAs14,793$548K0.66%+9,26113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.14,440$535K0.04%013F-HRTimeline
Covestor Ltd14,426$534K0.31%+94813F-HRTimeline
Brooklyn FI, LLC14,394$530K0.1%+2,55713F-HRTimeline
MAI Capital Management14,192$525K<0.01%+2,50413F-HRTimeline
Stillwater Private Wealth, LLC14,206$523K0.34%-14,08713F-HRTimeline
Sound Income Strategies, LLC14,073$521K0.02%+1,69613F-HRTimeline
WCG Wealth Advisors LLC14,015$519K0.01%-13813F-HRTimeline
Hennion & Walsh Asset Management, Inc.14,005$518K0.01%+11113F-HRTimeline
David Kennon Inc13,914$515K0.17%-3,83413F-HRTimeline
Global Retirement Partners, LLC13,679$506K0.01%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC13,608$504K0.03%-2,73913F-HRTimeline
ARWA LLC13,557$501K0.21%+4,20913F-HRTimeline