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Disclosery

USHY ISHARES TR

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SHS (fund)

541 managers (550 13F filers) reported a position in USHY shares at 2024-12-31, 447,597,690 shares in all. 72 filers opened a position and 56 filers sold out during the quarter.

Managers
541
13F filers
550
New
72
Added
248
Reduced
137
Sold out
56
Shares held by filers
447,597,690

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.58,844$2.16M0.03%+4,03313F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…57,650$2.12M0.09%-4,84213F-HRTimelineGroup
Unison Advisors LLC56,798$2.09M0.25%+2,04313F-HRTimeline
World Investment Advisors55,863$2.06M0.06%+4,33513F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC55,255$2.03M0.83%+2,30913F-HRTimeline
Angel Oak Capital Advisors, LLC54,380$2M2.66%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC54,036$1.99M0.19%+1,54213F-HR/ATimeline
NEW ENGLAND ASSET MANAGEMENT INC53,145$1.96M0.33%013F-HRTimeline
Leeward Financial Partners, LLC51,431$1.89M0.67%+2,98913F-HRTimeline
Clarity Capital Partners LLC51,014$1.88M0.97%+2,02413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding49,158$1.81M+43,257Timeline
State of Wisconsin - Board of Commissio…48,550$1.79M1.14%013F-HRTimeline
Cordgrass Capital Advisors, LLC47,189$1.74M0.5%-59213F-HRTimeline
Union Bancaire Privee, UBP SA47,000$1.73M0.03%13F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC46,797$1.72M0.02%+8,21113F-HRTimelineGroup
DAVENPORT & Co LLC46,509$1.71M0.01%+18,00813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…46,019$1.69M0.13%+10,64313F-HRTimeline
Marcum Wealth, LLC45,629$1.68M0.15%-12,89013F-HRTimeline
High Net Worth Advisory Group LLC44,402$1.63M0.46%-48013F-HRTimeline
Braun-Bostich & Associates Inc.44,093$1.62M1.17%+31513F-HRTimeline
Verdence Capital Advisors LLC43,909$1.62M0.13%-21,11613F-HRTimeline
WealthCare Investment Partners, LLC43,339$1.6M0.7%+2,19613F-HRTimeline
Twele Capital Management, Inc.42,647$1.57M0.33%+20,70013F-HRTimeline
FLOW TRADERS U.S. LLC41,769$1.54M0.06%-86,26513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC41,293$1.52M0.17%+16,96613F-HRTimeline
Gotham Asset Management, LLC40,816$1.5M0.01%+2,68313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp40,527$1.49M0.01%+6,10113F-HRTimelineGroup
Spectrum Wealth Counsel, LLC39,455$1.45M0.17%+12,42813F-HRTimeline
Atria Investments, Inc39,159$1.44M0.02%-8,00413F-HRTimeline
Joel Adams & Associates, Inc.37,948$1.4M1.27%13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC36,950$1.36M1.04%+22,55013F-HRTimeline
Ashton Thomas Private Wealth, LLC36,327$1.34M0.05%+1,21113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd35,406$1.3M0.03%new13F-HRTimelineGroup
Advisory Alpha, LLC34,933$1.29M0.05%-3,46613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…34,807$1.28M<0.01%-12413F-HRTimelineGroup
Sunbelt Securities, Inc.33,759$1.24M0.11%+52613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC33,300$1.23M<0.01%-306,70013F-HRTimeline
TFB Advisors LLC33,240$1.22M0.35%+1213F-HRTimeline
Private Advisor Group, LLC33,083$1.22M0.01%+2,13513F-HRTimeline
Valeo Financial Advisors, LLC32,519$1.2M0.03%+1913F-HRTimeline
Sowell Financial Services LLC32,421$1.19M0.06%+5,45313F-HRTimeline
Litman Gregory Wealth Management LLC32,169$1.18M0.1%-1,81113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA30,608$1.13M0.26%new13F-HRTimeline
Good Life Advisors, LLC29,500$1.09M0.08%+67213F-HRTimeline
FIDUCIENT ADVISORS LLC29,356$1.08M0.13%-64613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP29,249$1.08M0.03%-1,13013F-HRTimeline
Legacy Edge Advisors, LLC27,945$1.03M0.16%-4,54313F-HRTimeline
Winch Advisory Services, LLC27,246$1M0.26%+2,44213F-HRTimeline
BRIGHTON JONES LLC27,147$999K0.03%+5,71113F-HR/ATimeline
Occidental Asset Management, LLC26,820$987K0.15%+17,47013F-HRTimeline
Westfuller Advisors, LLC26,460$973K0.62%+1313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC26,342$969K<0.01%+14,19313F-HRTimelineGroup
POLEN CAPITAL MANAGEMENT LLC26,300$968K<0.01%013F-HRTimeline
Neumann Capital Management, LLC25,364$933K0.31%+3,61413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC25,196$927K0.09%-1,07013F-HRTimeline
CGN Advisors LLC25,176$926K0.09%+4,15313F-HRTimeline
Mutual Advisors, LLC24,465$908K0.03%-67,97713F-HRTimeline
F/m Investments LLC24,036$884K0.03%new13F-HRTimeline
Strive Asset Management, LLC23,960$881K0.66%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC23,856$878K0.02%+1,31813F-HRTimelineGroup
WealthTrak Capital Management LLC23,599$868K0.73%13F-HRTimeline
Gladstone Institutional Advisory LLC23,346$859K0.04%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT22,930$844K0.07%-2413F-HRTimeline
Windsor Capital Management, LLC22,832$840K0.25%+4,09813F-HRTimeline
Engineers Gate Manager LP22,732$836K0.01%-3,39113F-HRTimeline
Mariner, LLCin group Mariner, LLC22,686$835K<0.01%+6,46413F-HRTimelineGroup
CAP Partners, LLC22,307$821K0.58%+43113F-HRTimeline
RVW Wealth, LLC22,296$820K0.08%-2,87813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC22,282$820K0.01%-2,64413F-HRTimelineGroup
Symmetry Partners, LLC22,187$816K0.12%new13F-HRTimeline
Arkadios Wealth Advisors22,138$814K0.04%+3,02813F-HRTimeline
Janney Montgomery Scott LLC21,886$805K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC21,635$796K0.03%+2,96313F-HRTimeline
Atria Wealth Solutions, Inc.21,582$794K0.01%-7,10513F-HRTimeline
Hexagon Capital Partners LLC21,226$781K0.14%+2,46313F-HRTimeline
Petix & Botte Co20,474$753K0.2%+3213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC19,784$728K0.48%+4313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC19,324$711K0.04%-6,45913F-HRTimeline
Pines Wealth Management, LLC19,183$704K0.31%13F-HRTimeline
Advisory Services Network, LLC19,133$704K0.01%-27713F-HRTimeline
Strategic Advocates LLC19,086$702K0.24%-2,74613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,024$700K0.01%new13F-HRTimelineGroup
Barnes Wealth Management Group, Inc18,962$698K0.47%13F-HRTimeline
Portside Wealth Group, LLC18,853$694K0.11%-66713F-HR/ATimeline
Independent Advisor Alliance18,307$674K0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC18,206$670K0.05%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…17,844$656K0.04%+16,25313F-HRTimelineGroup
Aldebaran Financial Inc.17,611$648K0.76%new13F-HRTimeline
AMG National Trust Bank17,335$638K0.02%new13F-HRTimeline
Ausdal Financial Partners, Inc.17,135$630K0.05%-17,52313F-HRTimeline
Modera Wealth Management, LLC17,023$626K0.01%+28613F-HRTimeline
BlueCrest Capital Management Ltd16,532$608K0.03%new13F-HRTimeline
Provident Wealth Management, LLC16,033$590K0.2%-1,35913F-HRTimeline
Dorsey & Whitney Trust CO LLC16,000$589K0.03%-24,01213F-HRTimeline
Independent Wealth Network Inc.15,795$581K0.24%-7,64613F-HRTimeline
RFG Advisory, LLC15,740$579K0.02%+3,45113F-HRTimeline
ROMAN BUTLER FULLERTON & CO15,417$576K0.18%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,122$557K0.05%new13F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…15,062$554K0.19%+86413F-HRTimelineGroup
Adams Wealth Management15,061$554K0.11%+2,50813F-HRTimeline
CacheTech Inc.15,061$554K0.1%+2,50813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,029$553K<0.01%+53213F-HRTimelineGroup
Euro Pacific Asset Management, LLC14,875$549K0.12%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.14,440$531K0.06%013F-HRTimeline
Chicago Partners Investment Group LLC14,294$528K0.02%-20813F-HRTimeline
First PREMIER Bank14,200$522K0.13%-2,60013F-HRTimeline
Strategic Blueprint, LLC14,107$519K0.03%+8413F-HRTimeline
IHT Wealth Management, LLC13,996$515K0.02%new13F-HRTimeline
Compound Planning, Inc.13,441$494K0.02%-8,21613F-HRTimeline
MAI Capital Management13,415$494K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.13,321$490K0.01%+41713F-HRTimeline
PFG Investments, LLC13,140$483K0.03%-3,82713F-HRTimeline
IFP Advisors, Inc13,059$480K0.02%+2,49913F-HRTimeline
Argent Trust Co12,867$473K0.02%-3,71513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,804$471K0.04%new13F-HRTimelineGroup
EP Wealth Advisors, LLC12,649$465K<0.01%new13F-HRTimeline
Prospera Financial Services Inc12,612$464K0.01%-78213F-HRTimeline
Summit Financial, LLC12,055$444K0.02%-3,77613F-HRTimeline
Genesee Capital Advisors, LLC11,829$435K0.2%-1,91113F-HRTimeline
Foundations Investment Advisors, LLC11,643$428K0.01%+2,76213F-HRTimeline
Kohmann Bosshard Financial Services, LLC11,580$426K0.05%+4,74913F-HRTimeline
NorthCrest Asset Manangement, LLC11,484$422K0.01%-98513F-HR/ATimeline
Venture Visionary Partners LLC11,236$413K0.02%+7613F-HR/ATimeline
AE Wealth Management LLC11,066$407K<0.01%-43813F-HRTimeline
BEACON FINANCIAL GROUP10,866$400K0.04%+10313F-HRTimeline
L & S Advisors Inc10,737$395K0.04%-2,49713F-HRTimeline
Narus Financial Partners, LLC10,680$393K0.13%+83513F-HRTimeline
NORDEN GROUP LLC10,605$390K0.04%-65413F-HRTimeline
Syntegra Private Wealth Group, LLC10,585$389K0.04%-44313F-HRTimeline
CPA Asset Management Group, LLC10,545$388K0.18%013F-HRTimeline
Moors & Cabot, Inc.10,422$383K0.02%-8913F-HRTimeline
First Horizon Advisors, Inc.10,302$379K0.01%+7,89113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.10,249$377K0.36%13F-HRTimeline
Sheridan Capital Management, LLC10,187$375K0.26%-70313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,042$369K0.01%+2,68413F-HRTimelineGroup
Atlanta Consulting Group Advisors, LLC9,933$365K0.13%-2,16113F-HR/ATimeline
Integrated Wealth Concepts LLC9,831$362K<0.01%+4,18113F-HRTimeline
Peak Planning Group, LLC9,712$357K0.15%+1,05513F-HRTimeline
USAdvisors Wealth Management, LLC9,728$357K0.12%+2213F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …9,652$353K0.05%-8,89913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS9,576$352K<0.01%-1,05113F-HRTimeline
SageView Advisory Group, LLC9,474$349K0.02%new13F-HRTimeline
WRAPMANAGER INC9,459$348K0.09%+3,03313F-HRTimeline
Summit Wealth Group, LLC9,348$344K0.1%new13F-HRTimeline
Koshinski Asset Management, Inc.9,196$338K0.03%-14413F-HRTimeline
Brooklyn FI, LLC9,129$336K0.11%+24313F-HR/ATimeline
WEALTHGARDEN F.S. LLC9,114$335K0.31%new13F-HRTimeline
Rinkey Investments9,000$331K0.11%new13F-HRTimeline
PRIVATE TRUST CO NA8,998$331K0.03%-28413F-HRTimeline
DAVIDSON TRUST CO8,975$330K0.17%+1,02513F-HRTimeline
Kingsview Wealth Management, LLC8,969$330K0.01%+13313F-HRTimeline
Rothschild Wealth LLC8,920$328K0.1%-12513F-HRTimeline
SWMG, LLC8,740$325K0.13%-3,51913F-HRTimeline
Continuum Advisory, LLC8,703$320K0.04%+30213F-HRTimeline
Landing Point Financial Group, LLC8,629$320K0.24%13F-HRTimeline
Covestor Ltd8,639$318K0.2%+39213F-HRTimeline
Farnam Financial LLC8,547$314K0.33%-3,88613F-HRTimeline
GW&K Investment Management, LLC8,525$314K<0.01%+5,24513F-HRTimeline
Advyzon Investment Management, LLC8,492$312K0.12%13F-HRTimeline
Lifeworks Advisors, LLC8,488$312K0.06%+1,05813F-HRTimeline
Disciplined Investments, LLC8,431$310K0.15%new13F-HRTimeline
Wilson & Boucher Capital Management, LLC8,400$309K0.22%013F-HRTimeline
My Legacy Advisors, LLC8,314$308K0.12%013F-HRTimeline
Unique Wealth Strategies, LLC8,373$308K0.14%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,221$302K<0.01%+7,27613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,711$284K0.02%new13F-HR/ATimelineGroup
Mattern Wealth Management LLC7,641$281K0.06%-1,03213F-HRTimeline
Causey Wealth LLC7,607$280K0.16%13F-HRTimeline
TFR Capital, LLC.7,573$279K0.14%13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …7,524$276K0.02%-5313F-HRTimelineGroup
Geneos Wealth Management Inc.7,473$275K0.01%+2,34213F-HRTimeline
IRON Financial LLC7,453$274K0.15%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,381$272KnewTimeline
CW Advisors, LLC7,373$271K<0.01%+413F-HRTimeline
Harbour Capital Advisors, LLC7,324$271K0.06%+1,54013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,304$269K0.01%-72113F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC7,306$269K0.03%+1,97613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,193$268K0.01%-3,87313F-HRTimeline
Bragg Financial Advisors, Inc7,143$263K0.01%+27713F-HRTimeline
AIRE ADVISORS, LLC7,134$262K0.05%+12713F-HRTimeline
Moloney Securities Asset Management, LLC7,061$260K0.03%013F-HRTimeline
MRP Capital Investments, LLC6,735$248K0.23%013F-HRTimeline
TAGStone Capital, Inc.6,641$244K0.12%+15113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.6,478$238K0.17%-80413F-HRTimeline
Patten Group, Inc.6,355$234K0.05%-5013F-HRTimeline
WORLD EQUITY GROUP, INC.6,334$233K0.05%new13F-HRTimeline
Diversified Portfolios, Inc.6,321$233K0.03%-1,47413F-HRTimeline
May Hill Capital, LLC6,284$231K0.09%13F-HRTimeline
Headlands Technologies LLC6,248$230K0.02%+5,29013F-HRTimeline
Snowden Capital Advisors LLC6,219$229K0.01%-54213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,142$226K0.06%13F-HRTimeline
Security Financial Services, INC.6,086$224K0.05%new13F-HRTimeline
Bigelow Investment Advisors, LLC6,054$223K0.1%+67813F-HRTimeline
FWG Investments, LLC.6,021$222K0.17%+1813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,813$214K0.02%+14913F-HRTimeline
Baltimore-Washington Financial Advisors…5,782$213K0.01%-1,15413F-HRTimeline
Strategic Financial Concepts, LLC5,727$211K0.04%new13F-HR/ATimeline
Intellectus Partners, LLC5,700$210K0.05%new13F-HRTimeline
G&S Capital LLC5,699$210K0.09%+13013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC5,690$209K0.12%13F-HRTimeline