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Disclosery

USHY ISHARES TR

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SHS (fund)

569 managers (581 13F filers) reported a position in USHY shares at 2025-06-30, 535,641,581 shares in all. 82 filers opened a position and 69 filers sold out during the quarter.

Managers
569
13F filers
581
New
82
Added
218
Reduced
182
Sold out
69
Shares held by filers
535,641,581

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
DAVENPORT & Co LLC59,964$2.25M0.01%+3,50513F-HRTimeline
Unison Advisors LLC59,243$2.22M0.25%+1,76413F-HRTimeline
Leeward Financial Partners, LLC59,134$2.22M0.7%+3,65013F-HRTimeline
Janney Montgomery Scott LLC58,937$2.21M0.01%+17,00413F-HRTimeline
Goldstone Financial Group, LLC58,838$2.2M0.29%-17,16613F-HRTimeline
Belpointe Asset Management LLC57,534$2.16M0.09%new13F-HRTimeline
WealthCare Investment Partners, LLC56,679$2.12M0.76%+4,22213F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC53,145$1.99M0.31%013F-HRTimeline
Merit Financial Group, LLC50,621$1.9M0.02%-21,79513F-HRTimeline
State of Wisconsin - Board of Commissio…48,550$1.82M1.17%013F-HRTimeline
Angel Oak Capital Advisors, LLC48,500$1.82M2.57%-5,88013F-HRTimeline
Mutual Advisors, LLC47,963$1.8M0.04%+23,85713F-HRTimeline
Advisory Services Network, LLC47,793$1.79M0.03%+23,98913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…47,504$1.78M0.12%-30013F-HRTimeline
Union Bancaire Privee, UBP SA47,000$1.76M0.03%013F-HRTimeline
Verdence Capital Advisors LLC46,253$1.73M0.12%+2,27913F-HRTimeline
Scott Marsh Financial, LLC45,836$1.72M0.64%13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding44,795$1.68M-6,289Timeline
High Net Worth Advisory Group LLC44,370$1.66M0.44%-1,20013F-HRTimeline
Mariner, LLCin group Mariner, LLC44,030$1.65M<0.01%+5,06813F-HRTimelineGroup
Joel Adams & Associates, Inc.43,907$1.65M1.46%+2,26713F-HRTimeline
Cordgrass Capital Advisors, LLC43,660$1.64M0.44%-3,40513F-HRTimeline
TOWNSQUARE CAPITAL LLC43,064$1.62M0.16%-322,93613F-HRTimeline
LeConte Wealth Management, LLC42,976$1.61M1.09%+20,05613F-HRTimeline
Twele Capital Management, Inc.42,630$1.6M0.32%013F-HRTimeline
Atlas Legacy Advisors, LLC41,448$1.55M0.34%+2,34313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP41,083$1.54M0.02%-58,24113F-HRTimeline
Gotham Asset Management, LLC41,063$1.54M0.01%-8413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC40,678$1.53M0.15%-12713F-HRTimeline
FDx Advisors, Inc.39,889$1.5M0.46%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.39,340$1.48M0.67%-63,95513F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC38,950$1.46M1%013F-HRTimeline
Atria Investments, Inc38,767$1.45M0.02%+31,35713F-HRTimeline
Sowell Financial Services LLC36,340$1.36M0.06%-43213F-HRTimeline
TFB Advisors LLC36,271$1.36M0.36%+2,95613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.36,105$1.35M0.01%+12,11313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP35,879$1.35M0.03%+1,62613F-HRTimeline
Valeo Financial Advisors, LLC34,791$1.31M0.03%-1,80313F-HR/ATimeline
Ashton Thomas Private Wealth, LLC34,656$1.3M0.05%+92913F-HRTimeline
Braun-Bostich & Associates Inc.34,639$1.3M0.89%-9,54313F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …34,185$1.26M0.17%-86613F-HRTimelineGroup
NewEdge Advisors, LLC33,472$1.26M0.01%-13113F-HRTimeline
Windsor Capital Management, LLC33,407$1.25M0.37%+5,50913F-HRTimeline
Sunbelt Securities, Inc.33,759$1.24M0.11%+1,60613F-HRTimeline
FIDUCIENT ADVISORS LLC32,534$1.22M0.15%013F-HRTimeline
Litman Gregory Wealth Management LLC32,190$1.21M0.09%+1313F-HRTimeline
BRIGHTON JONES LLC31,929$1.2M0.03%+2,41513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.31,592$1.19M0.56%-33,07813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC31,534$1.18M0.02%+9,84313F-HRTimelineGroup
Neumann Capital Management, LLC31,427$1.18M0.37%+3,31313F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC31,196$1.17M0.72%+6,14113F-HRTimeline
Advisory Alpha, LLC30,986$1.16M0.04%-3,10913F-HRTimeline
Kingsview Wealth Management, LLC30,629$1.15M0.02%+6,34213F-HRTimeline
CGN Advisors LLC30,361$1.14M0.1%-2,86113F-HRTimeline
ROMAN BUTLER FULLERTON & CO30,132$1.13M0.33%new13F-HRTimeline
M Holdings Securities, Inc.29,581$1.11M0.19%new13F-HRTimeline
Caliber Wealth Management, LLC / KS28,491$1.07M0.11%+4,47013F-HRTimeline
Asset Management One Co., Ltd.28,369$1.06M<0.01%+28,28213F-HRTimeline
SIMON QUICK ADVISORS, LLC28,060$1.05M0.05%new13F-HR/ATimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC28,039$1.05M<0.01%-65813F-HRTimelineGroup
Sovran Advisors, LLC27,447$1.02M0.11%+15,01513F-HRTimeline
McKinley Carter Wealth Services, Inc.27,150$1.02M0.06%-2,12113F-HRTimeline
Headlands Technologies LLC27,069$1.02M0.12%new13F-HRTimeline
Decker Retirement Planning Inc.26,992$1.01M0.59%+26,75913F-HRTimeline
Atria Wealth Solutions, Inc.26,977$1.01M0.02%+4,85713F-HRTimeline
Arkadios Wealth Advisors26,624$999K0.03%+14,96013F-HRTimeline
CAP Partners, LLC26,543$996K0.63%+80413F-HRTimeline
Hexagon Capital Partners LLC26,364$989K0.22%+52013F-HRTimeline
Private Advisor Group, LLC25,994$975K0.01%-5,26913F-HRTimeline
Integrated Wealth Concepts LLC25,502$957K0.01%-19,36913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp25,472$956K<0.01%-14,54913F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…24,800$930K<0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,575$922K<0.01%-11,25313F-HRTimelineGroup
Gladstone Institutional Advisory LLC24,003$900K0.04%+59513F-HRTimeline
CONDOR CAPITAL MANAGEMENT23,870$895K0.08%-113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…23,686$888K0.04%+3,33813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC23,453$880K0.03%+11,95813F-HRTimelineGroup
Winch Advisory Services, LLC23,317$875K0.21%-75813F-HRTimeline
Occidental Asset Management, LLC22,939$860K0.12%+11,47913F-HRTimeline
GatePass Capital, LLC22,600$848K0.56%new13F-HRTimeline
Arrowroot Family Office, LLC22,191$832K0.37%13F-HRTimeline
J.W. COLE ADVISORS, INC.22,054$827K0.02%new13F-HRTimeline
Barnes Wealth Management Group, Inc21,981$825K0.49%+1,19713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC21,817$818K0.07%-1,29913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,582$810K<0.01%-166,92113F-HRTimelineGroup
RVW Wealth, LLC21,037$789K0.07%013F-HRTimeline
SageView Advisory Group, LLC20,639$772K0.03%+6,85913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC20,349$763K0.02%-1,28613F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC20,140$755K0.06%+5,32213F-HRTimeline
First Horizon Advisors, Inc.20,132$755K0.02%+11,57113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,126$755K<0.01%+4,38413F-HRTimelineGroup
Petix & Botte Co20,004$750K0.18%+43413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO19,392$727K<0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC19,179$719K0.02%-2,31513F-HRTimeline
Mullooly Asset Management, Inc.19,058$715K0.3%+32213F-HRTimeline
Portside Wealth Group, LLC18,980$712K0.11%+1,79013F-HRTimeline
Financial Advocates Investment Manageme…18,647$699K0.06%-29913F-HRTimeline
AMG National Trust Bank18,383$690K0.02%+37313F-HRTimeline
Modera Wealth Management, LLC18,133$680K0.01%+44513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,730$665K0.04%-6,47913F-HRTimelineGroup
IHT Wealth Management, LLC17,265$648K0.02%-3,40013F-HRTimeline
WHITTIER TRUST CO17,185$644K0.01%+15,62513F-HRTimeline
Boreal Capital Management LLC0$643K0.53%13F-HRTimelineAmount filed as zero, left out of ratios.
CW Advisors, LLC17,105$642K0.01%+6,97413F-HRTimeline
Peak Planning Group, LLC16,759$629K0.4%+5,19713F-HRTimeline
Independent Wealth Network Inc.16,740$628K0.23%-23113F-HRTimeline
Dorsey & Whitney Trust CO LLC16,000$600K0.03%013F-HRTimeline
RFG Advisory, LLC15,790$592K0.01%+4,45813F-HRTimeline
Ausdal Financial Partners, Inc.15,773$592K0.04%-37313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,713$589K<0.01%new13F-HR/ATimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…15,707$589K0.16%+47313F-HRTimelineGroup
Compound Planning, Inc.15,537$583K0.02%+2,44813F-HRTimeline
Euro Pacific Asset Management, LLC14,875$558K0.09%013F-HR/ATimeline
Pines Wealth Management, LLC14,856$555K0.2%-4,61713F-HRTimeline
Clarity Capital Partners LLC14,587$547K0.2%-36,23513F-HRTimeline
Symmetry Partners, LLC14,503$544K0.07%-4,59913F-HRTimeline
MMBG INVESTMENT ADVISORS CO.14,440$542K0.05%013F-HRTimeline
Snowden Capital Advisors LLC14,274$535K0.02%-3313F-HRTimeline
Provident Wealth Management, LLC14,221$533K0.17%-47013F-HRTimeline
First PREMIER Bank14,200$533K0.13%013F-HRTimeline
Pure Financial Advisors, LLC14,110$529K0.01%+5,13613F-HRTimeline
Advyzon Investment Management, LLC13,632$511K0.11%+4,40913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,471$505K0.01%new13F-HRTimeline
Argent Trust Co13,398$503K0.02%+1,80713F-HRTimeline
Foundations Investment Advisors, LLC13,140$493K0.01%+81813F-HRTimeline
Security Financial Services, INC.12,926$485K0.09%-21,73913F-HRTimeline
Avidian Wealth Enterprises, LLC12,855$482K0.02%-1,98813F-HRTimeline
PFG Investments, LLC12,774$479K0.03%+39513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,740$478K<0.01%+5,73613F-HRTimeline
Strategic Blueprint, LLC12,704$477K0.02%new13F-HRTimeline
GWN SECURITIES INC.12,545$471K0.09%-7,36013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.12,464$468K0.02%new13F-HRTimeline
Liberty Capital Management, Inc.12,201$458K0.09%+6,71313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,133$455K<0.01%+2,25813F-HRTimeline
Carter Financial Group, INC.12,060$452K0.3%13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH11,785$442K0.14%+7,31413F-HRTimeline
Prospera Financial Services Inc11,671$438K0.01%-26313F-HRTimeline
Geneos Wealth Management Inc.11,350$426K0.01%-16,95713F-HRTimeline
Hillsdale Investment Management Inc.11,280$423K0.02%+2,37013F-HRTimeline
Summit Financial, LLC11,231$421K0.01%+44513F-HRTimeline
Kohmann Bosshard Financial Services, LLC11,181$419K0.05%-13913F-HRTimeline
MAI Capital Management11,151$418K<0.01%-1,14913F-HRTimeline
Venture Visionary Partners LLC11,124$417K0.02%-2613F-HRTimeline
IFP Advisors, Inc11,098$416K0.01%-2,43113F-HRTimeline
L & S Advisors Inc10,893$409K0.04%-5,03813F-HRTimeline
Narus Financial Partners, LLC10,630$399K0.12%-11513F-HRTimeline
BEACON FINANCIAL GROUP10,591$397K0.04%-16513F-HRTimeline
Covestor Ltd10,581$397K0.23%+2,29813F-HRTimeline
Syntegra Private Wealth Group, LLC10,583$397K0.04%-213F-HRTimeline
Rothschild Wealth LLC10,484$393K0.1%+1,50613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,479$393K0.12%new13F-HRTimeline
TFR Capital, LLC.10,403$390K0.14%-17413F-HR/ATimeline
GW&K Investment Management, LLC10,350$388K<0.01%+55713F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …10,315$387K<0.01%+8,34413F-HRTimelineGroup
Atlanta Consulting Group Advisors, LLC10,233$384K0.11%+35513F-HRTimeline
Moors & Cabot, Inc.10,123$380K0.02%+3413F-HRTimeline
NORDEN GROUP LLC10,026$376K0.04%+31013F-HRTimeline
Farther Finance Advisors, LLC9,983$374K0.01%+66513F-HRTimeline
Unique Wealth Strategies, LLC9,980$374K0.16%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…9,836$369K0.08%new13F-HRTimeline
USAdvisors Wealth Management, LLC9,706$364K0.14%-2213F-HRTimeline
Independent Advisor Alliance9,688$363K0.01%-2,93613F-HRTimeline
Koshinski Asset Management, Inc.9,493$356K0.03%+39513F-HRTimeline
HARBOUR INVESTMENTS, INC.9,462$355K0.01%+48613F-HRTimeline
CPA Asset Management Group, LLC9,384$352K0.15%013F-HRTimeline
Trivium Point Advisory, LLC9,369$351K0.04%+1,69413F-HRTimeline
Sequoia Financial Advisors, LLC9,268$348K<0.01%-12,66513F-HRTimeline
WEALTHGARDEN F.S. LLC9,114$341K0.28%013F-HRTimeline
Rinkey Investments9,000$338K0.1%013F-HRTimeline
PRIVATE TRUST CO NA8,998$338K0.03%-3213F-HRTimeline
Drucker Wealth 3.0, LLC9,012$336K0.06%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,866$333K0.03%-48613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,845$332K0.03%-38613F-HRTimeline
Adams Wealth Management8,829$331K0.06%-4,49613F-HRTimeline
CacheTech Inc.8,829$331K0.06%-4,49613F-HRTimeline
Jaffetilchin Investment Partners, LLC8,648$324K0.02%+9713F-HRTimeline
Garde Capital, Inc.8,613$323K0.02%013F-HRTimeline
Aldebaran Financial Inc.8,500$319K0.35%013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC8,477$318K0.26%+1,86013F-HRTimeline
DAVIDSON TRUST CO8,445$317K0.15%-7813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.8,385$313K0.21%+2,20113F-HRTimeline
My Legacy Advisors, LLC8,314$310K0.11%013F-HRTimeline
Genesee Capital Advisors, LLC8,149$306K0.14%-2,98213F-HRTimeline
Mattern Wealth Management LLC8,141$305K0.06%+50013F-HRTimeline
F/m Investments LLC8,078$303K0.01%-15,95813F-HRTimeline
Farnam Financial LLC8,043$302K0.27%-57413F-HRTimeline
WRAPMANAGER INC7,951$298K0.07%-1,10413F-HRTimeline
Private Wealth Asset Management, LLC7,907$297K0.04%013F-HRTimeline
Chicago Partners Investment Group LLC7,882$295K0.01%-5,28913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,807$293K0.02%new13F-HRTimeline
MGO ONE SEVEN LLC7,574$284K0.01%new13F-HRTimeline
IRON Financial LLC7,453$280K0.15%013F-HRTimeline
TAGStone Capital, Inc.7,310$273K0.11%+59313F-HRTimeline
Keystone Global Partners, LLC7,228$271K0.15%-18,55613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,199$270K0.02%-10713F-HRTimeline
Bragg Financial Advisors, Inc7,124$267K0.01%-33313F-HRTimeline
Diversified Portfolios, Inc.7,106$267K0.03%+10913F-HRTimeline
Wilson & Boucher Capital Management, LLC7,100$266K0.19%-1,00013F-HRTimeline
Cornerstone Wealth Management, LLC7,093$266K0.02%new13F-HRTimeline
Oxbow Advisors, LLC6,960$261K0.03%new13F-HRTimeline