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Disclosery

USHY ISHARES TR

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SHS (fund)

554 managers (563 13F filers) reported a position in USHY shares at 2025-03-31, 464,273,835 shares in all. 80 filers opened a position and 70 filers sold out during the quarter.

Managers
554
13F filers
563
New
80
Added
214
Reduced
178
Sold out
70
Shares held by filers
464,273,835

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…53,203$1.96M0.05%-14,83413F-HRTimelineGroup
TME FINANCIAL, INC.53,189$1.96M1.7%-10,81213F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC53,145$1.96M0.32%013F-HRTimeline
WealthCare Investment Partners, LLC52,457$1.89M0.8%+9,11813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding51,084$1.88M+1,926Timeline
Clarity Capital Partners LLC50,822$1.87M0.76%-19213F-HRTimeline
RIVERSEDGE ADVISORS, LLC50,512$1.86M0.41%-142,91213F-HRTimeline
HighTower Advisors, LLC49,837$1.83M<0.01%-223,73413F-HRTimeline
State of Wisconsin - Board of Commissio…48,550$1.79M1.15%013F-HRTimeline
Marcum Wealth, LLC48,138$1.77M0.15%+2,50913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…47,804$1.76M0.13%+1,78513F-HRTimeline
Cordgrass Capital Advisors, LLC47,065$1.73M0.5%-12413F-HRTimeline
Union Bancaire Privee, UBP SA47,000$1.73M0.03%013F-HRTimeline
High Net Worth Advisory Group LLC45,570$1.68M0.47%+1,16813F-HRTimeline
Integrated Wealth Concepts LLC44,871$1.65M0.02%+35,04013F-HRTimeline
Braun-Bostich & Associates Inc.44,182$1.63M1.2%+8913F-HRTimeline
Verdence Capital Advisors LLC43,974$1.62M0.12%+6513F-HRTimeline
Twele Capital Management, Inc.42,630$1.57M0.33%-1713F-HRTimeline
Janney Montgomery Scott LLC41,933$1.54M<0.01%+20,04713F-HRTimeline
Joel Adams & Associates, Inc.41,640$1.53M1.38%+3,69213F-HRTimeline
Gotham Asset Management, LLC41,147$1.51M0.01%+33113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC40,805$1.5M0.17%-48813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp40,021$1.47M0.01%-50613F-HRTimelineGroup
Atlas Legacy Advisors, LLC39,105$1.45M0.37%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC38,962$1.43M<0.01%+16,27613F-HRTimelineGroup
PRIMORIS WEALTH ADVISORS, LLC38,950$1.43M1.11%+2,00013F-HRTimeline
Sowell Financial Services LLC36,772$1.35M0.06%+4,35113F-HRTimeline
Valeo Financial Advisors, LLC36,594$1.35M0.04%+4,07513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC35,828$1.32M<0.01%+9,48613F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …35,051$1.29M0.17%+25,39913F-HRTimelineGroup
Security Financial Services, INC.34,665$1.28M0.25%+28,57913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP34,253$1.26M0.03%+5,00413F-HRTimeline
Advisory Alpha, LLC34,095$1.26M0.04%-83813F-HR/ATimeline
Ashton Thomas Private Wealth, LLC33,727$1.24M0.05%-2,60013F-HRTimeline
NewEdge Advisors, LLC33,603$1.24M0.01%-27,76213F-HRTimeline
Good Life Advisors, LLC33,498$1.23M0.09%+3,99813F-HRTimeline
TFB Advisors LLC33,315$1.23M0.35%+7513F-HRTimeline
CGN Advisors LLC33,222$1.22M0.12%+8,04613F-HRTimeline
FIDUCIENT ADVISORS LLC32,534$1.2M0.15%+3,17813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…32,407$1.19M<0.01%-2,40013F-HRTimelineGroup
Litman Gregory Wealth Management LLC32,177$1.18M0.1%+813F-HRTimeline
Sunbelt Securities, Inc.32,153$1.18M0.11%-1,60613F-HRTimeline
Private Advisor Group, LLC31,263$1.15M0.01%-1,82013F-HRTimeline
Summit Wealth Group, LLC31,164$1.15M0.34%+21,81613F-HRTimeline
Venturi Wealth Management, LLC30,084$1.11M0.06%-1,368,51213F-HRTimeline
SSA SWISS ADVISORS AG29,985$1.1M0.56%13F-HRTimeline
BRIGHTON JONES LLC29,514$1.09M0.03%+2,36713F-HRTimeline
McKinley Carter Wealth Services, Inc.29,271$1.08M0.07%-92,66413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC28,697$1.06M<0.01%-45,42313F-HRTimelineGroup
Geneos Wealth Management Inc.28,307$1.04M0.02%+20,83413F-HRTimeline
Neumann Capital Management, LLC28,114$1.03M0.36%+2,75013F-HRTimeline
Windsor Capital Management, LLC27,898$1.03M0.32%+5,06613F-HRTimeline
Hexagon Capital Partners LLC25,844$951K0.18%+4,61813F-HRTimeline
Keystone Global Partners, LLC25,784$949K0.67%13F-HRTimeline
CAP Partners, LLC25,739$947K0.69%+3,43213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC25,055$922K0.62%+5,27113F-HRTimeline
Kingsview Wealth Management, LLC24,287$894K0.02%+15,31813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.24,209$891K0.06%-51,38913F-HRTimelineGroup
Winch Advisory Services, LLC24,075$886K0.23%-3,17113F-HRTimeline
Mutual Advisors, LLC24,106$885K0.03%-35913F-HRTimeline
F/m Investments LLC24,036$885K0.04%013F-HRTimeline
Caliber Wealth Management, LLC / KS24,021$884K0.12%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.23,992$883K0.01%-97,06113F-HRTimeline
WealthTrak Capital Management LLC23,898$880K0.76%+29913F-HRTimeline
CONDOR CAPITAL MANAGEMENT23,871$879K0.08%+94113F-HRTimeline
Advisory Services Network, LLC23,804$876K0.02%+4,67113F-HRTimeline
Gladstone Institutional Advisory LLC23,408$862K0.04%+6213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC23,116$851K0.08%-2,08013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA23,000$847K0.2%-7,60813F-HRTimeline
LeConte Wealth Management, LLC22,920$844K0.54%13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.22,891$843K0.02%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.22,120$814K0.01%+53813F-HRTimeline
Sequoia Financial Advisors, LLC21,933$807K0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,691$798K0.01%-59113F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,635$796K0.02%-2,22113F-HRTimelineGroup
Avior Wealth Management, LLC21,494$791K0.03%-14113F-HRTimeline
RVW Wealth, LLC21,037$774K0.07%-1,25913F-HRTimeline
Barnes Wealth Management Group, Inc20,784$765K0.49%+1,82213F-HRTimeline
IHT Wealth Management, LLC20,665$761K0.02%+6,66913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…20,348$749K0.04%+2,50413F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC20,126$741K0.33%-58,07513F-HRTimeline
GWN SECURITIES INC.19,905$733K0.04%+14,23413F-HRTimeline
Edgestream Partners, L.P.19,892$732K0.02%new13F-HRTimeline
Petix & Botte Co19,570$720K0.19%-90413F-HRTimeline
Symmetry Partners, LLC19,102$703K0.1%-3,08513F-HRTimeline
Financial Advocates Investment Manageme…18,946$697K0.05%new13F-HRTimeline
Mullooly Asset Management, Inc.18,736$690K0.31%13F-HR/ATimeline
Pines Wealth Management, LLC19,473$687K0.32%+29013F-HRTimeline
Advisor Resource Council19,413$667K0.05%new13F-HRTimeline
AMG National Trust Bank18,010$663K0.02%+67513F-HRTimeline
Modera Wealth Management, LLC17,688$651K0.01%+66513F-HRTimeline
Portside Wealth Group, LLC17,190$633K0.1%-1,66313F-HR/ATimeline
Independent Wealth Network Inc.16,971$625K0.25%+1,17613F-HRTimeline
Ausdal Financial Partners, Inc.16,146$594K0.04%-98913F-HRTimeline
Legacy Edge Advisors, LLC16,100$593K0.09%-11,84513F-HRTimeline
Dorsey & Whitney Trust CO LLC16,000$589K0.03%013F-HRTimeline
L & S Advisors Inc15,931$586K0.07%+5,19413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,742$579K<0.01%+71313F-HRTimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…15,234$561K0.17%+17213F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL14,929$550K<0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC14,843$546K0.02%-246,55413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC14,818$545K0.05%new13F-HRTimeline
Euro Pacific Asset Management, LLC14,875$545K0.1%013F-HRTimeline
Proquility Private Wealth Partners, LLC14,800$545K0.17%new13F-HRTimeline
Provident Wealth Management, LLC14,691$541K0.19%-1,34213F-HRTimeline
MMBG INVESTMENT ADVISORS CO.14,440$532K0.06%013F-HRTimeline
Snowden Capital Advisors LLC14,307$527K0.02%+8,08813F-HRTimeline
First PREMIER Bank14,200$523K0.13%013F-HRTimeline
SageView Advisory Group, LLC13,780$507K0.02%+4,30613F-HRTimeline
IFP Advisors, Inc13,529$498K0.02%+47013F-HRTimeline
Adams Wealth Management13,325$490K0.1%-1,73613F-HRTimeline
CacheTech Inc.13,325$490K0.1%-1,73613F-HRTimeline
Compound Planning, Inc.13,089$482K0.02%-35213F-HRTimeline
Chicago Partners Investment Group LLC13,171$481K0.02%-1,12313F-HRTimeline
Independent Advisor Alliance12,624$465K0.02%-5,68313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,470$459K0.02%+2,42813F-HRTimelineGroup
PFG Investments, LLC12,379$456K0.03%-76113F-HRTimeline
Foundations Investment Advisors, LLC12,322$454K0.01%+67913F-HRTimeline
MAI Capital Management12,300$453K<0.01%-1,11513F-HRTimeline
Sovran Advisors, LLC12,432$450K0.06%new13F-HRTimeline
McGlone Suttner Wealth Management, Inc.12,030$443K0.07%new13F-HRTimeline
Prospera Financial Services Inc11,934$439K0.01%-67813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,873$437K0.01%-7,15113F-HRTimelineGroup
NorthCrest Asset Manangement, LLC11,834$436K0.01%+35013F-HRTimeline
SteelPeak Wealth, LLC11,735$432K0.02%new13F-HRTimeline
Arkadios Wealth Advisors11,664$429K0.02%-10,47413F-HRTimeline
Argent Trust Co11,591$427K0.02%-1,27613F-HRTimeline
Peak Planning Group, LLC11,562$426K0.18%+1,85013F-HRTimeline
TWO SIGMA SECURITIES, LLC11,548$425K0.06%-301,12013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,538$425K0.02%-7,78613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,495$423K0.02%+4,19113F-HRTimelineGroup
Occidental Asset Management, LLC11,460$422K0.06%-15,36013F-HRTimeline
RFG Advisory, LLC11,332$417K0.01%-4,40813F-HRTimeline
Kohmann Bosshard Financial Services, LLC11,320$417K0.05%-26013F-HRTimeline
Venture Visionary Partners LLC11,150$410K0.02%-8613F-HRTimeline
Genesee Capital Advisors, LLC11,131$410K0.2%-69813F-HRTimeline
Summit Financial, LLC10,786$397K0.01%-1,26913F-HRTimeline
BEACON FINANCIAL GROUP10,756$396K0.04%-11013F-HRTimeline
Narus Financial Partners, LLC10,745$396K0.13%+6513F-HRTimeline
Syntegra Private Wealth Group, LLC10,585$390K0.05%013F-HRTimeline
TFR Capital, LLC.10,577$389K0.16%+3,00413F-HRTimeline
CW Advisors, LLC10,131$373K<0.01%+2,75813F-HRTimeline
Moors & Cabot, Inc.10,089$371K0.02%-33313F-HRTimeline
Atlanta Consulting Group Advisors, LLC9,878$364K0.11%-5513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,875$363K<0.01%+29913F-HRTimeline
GW&K Investment Management, LLC9,793$360K<0.01%+1,26813F-HRTimeline
USAdvisors Wealth Management, LLC9,728$358K0.12%013F-HRTimeline
NORDEN GROUP LLC9,716$358K0.04%-88913F-HRTimeline
Clearstead Advisors, LLC9,711$357K0.01%-482,16913F-HRTimeline
CPA Asset Management Group, LLC9,384$345K0.15%-1,16113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,352$343K0.03%-8,85413F-HR/ATimeline
Farther Finance Advisors, LLC9,318$342K0.01%+7,48213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,231$340K0.03%-5,89113F-HRTimeline
Advyzon Investment Management, LLC9,223$339K0.12%+73113F-HRTimeline
WEALTHGARDEN F.S. LLC9,114$335K0.32%013F-HRTimeline
Koshinski Asset Management, Inc.9,098$335K0.03%-9813F-HRTimeline
WRAPMANAGER INC9,055$333K0.09%-40413F-HRTimeline
PRIVATE TRUST CO NA9,030$332K0.03%+3213F-HRTimeline
Rinkey Investments9,000$331K0.1%013F-HRTimeline
Rothschild Wealth LLC8,978$330K0.09%+5813F-HRTimeline
HARBOUR INVESTMENTS, INC.8,976$330K0.01%-4,34513F-HRTimeline
Pure Financial Advisors, LLC8,974$330K0.01%new13F-HRTimeline
Hillsdale Investment Management Inc.8,910$328K0.02%new13F-HRTimeline
BOKF, NAin group BOKF, NA8,871$327K0.01%+8,82113F-HRTimelineGroup
Farnam Financial LLC8,617$317K0.32%+7013F-HRTimeline
Garde Capital, Inc.8,613$317K0.02%new13F-HRTimeline
First Horizon Advisors, Inc.8,561$315K0.01%-1,74113F-HRTimeline
Jaffetilchin Investment Partners, LLC8,551$315K0.02%new13F-HRTimeline
DAVIDSON TRUST CO8,523$314K0.15%-45213F-HRTimeline
Aldebaran Financial Inc.8,500$313K0.38%-9,11113F-HRTimeline
Continuum Advisory, LLC8,459$311K0.04%-24413F-HRTimeline
My Legacy Advisors, LLC8,314$306K0.12%013F-HRTimeline
Covestor Ltd8,283$305K0.2%-35613F-HRTimeline
EP Wealth Advisors, LLC8,272$304K<0.01%-4,37713F-HRTimeline
Wilson & Boucher Capital Management, LLC8,100$298K0.22%-30013F-HRTimeline
Disciplined Investments, LLC8,039$296K0.14%-39213F-HRTimeline
Private Wealth Asset Management, LLC7,907$291K0.04%13F-HRTimeline
Trivium Point Advisory, LLC7,675$283K0.04%new13F-HRTimeline
Mattern Wealth Management LLC7,641$281K0.06%013F-HRTimeline
Bragg Financial Advisors, Inc7,457$274K0.01%+31413F-HRTimeline
IRON Financial LLC7,453$274K0.15%013F-HRTimeline
Atria Investments, Inc7,410$273K<0.01%-31,74913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,306$269K0.03%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,296$268K0.05%+1,15413F-HRTimeline
CFS Investment Advisory Services, LLC7,257$267K0.02%new13F-HRTimeline
Harbour Capital Advisors, LLC7,344$267K0.07%+2013F-HRTimeline
Moloney Securities Asset Management, LLC7,061$260K0.04%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,004$258K<0.01%-1,21713F-HRTimeline
Diversified Portfolios, Inc.6,997$258K0.03%+67613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA6,889$252K0.01%-30413F-HRTimeline
Brooklyn FI, LLC6,779$250K0.08%-2,35013F-HRTimeline
AE Wealth Management LLC6,750$248K<0.01%-4,31613F-HRTimeline
MRP Capital Investments, LLC6,735$248K0.23%013F-HRTimeline
TAGStone Capital, Inc.6,717$247K0.12%+7613F-HRTimeline
Quartz Partners, LLC6,708$247K0.15%new13F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC6,617$244K0.21%new13F-HRTimeline
Everhart Financial Group, Inc.6,614$243K0.03%new13F-HRTimeline
Wolf Group Capital Advisors6,606$243K0.08%new13F-HRTimeline
Kovack Advisors, Inc.6,443$237K0.03%new13F-HRTimeline
Summit X, LLC6,397$235K0.05%new13F-HRTimeline