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Disclosery

USHY ISHARES TR

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SHS (fund)

588 managers (597 13F filers) reported a position in USHY shares at 2025-09-30, 555,122,554 shares in all. 80 filers opened a position and 56 filers sold out during the quarter.

Managers
588
13F filers
597
New
80
Added
267
Reduced
157
Sold out
56
Shares held by filers
555,122,554

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SIMON QUICK ADVISORS, LLC63,241$2.39M0.11%+35,18113F-HRTimeline
Q3 Asset Management63,055$2.38M0.82%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…63,010$2.38M0.08%-17213F-HRTimelineGroup
Innovative Wealth Building LLC62,813$2.37M1.85%-7,68713F-HRTimeline
Janney Montgomery Scott LLC60,043$2.27M0.01%+1,10613F-HRTimeline
Merit Financial Group, LLC59,577$2.25M0.02%+8,95613F-HR/ATimeline
Unison Advisors LLC58,749$2.22M0.2%-49413F-HRTimeline
DAVENPORT & Co LLC56,963$2.15M0.01%-3,00113F-HRTimeline
Belpointe Asset Management LLC54,894$2.07M0.08%-2,64013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC54,463$2.06M0.16%-6,65913F-HR/ATimeline
Verdence Capital Advisors LLC54,171$2.05M0.12%+7,91813F-HRTimeline
Engineers Gate Manager LP53,484$2.02M0.02%-192,22013F-HRTimeline
VICUS CAPITAL53,467$2.02M0.15%-29,07213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management53,334$2.01M0.02%-15,18613F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC53,145$2.01M0.26%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…52,915$2M0.13%+5,41113F-HRTimeline
Rareview Capital LLC51,101$1.92M1.17%new13F-HRTimeline
Advisory Services Network, LLC50,453$1.91M0.03%+2,66013F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …49,367$1.87M<0.01%+39,05213F-HRTimelineGroup
State of Wisconsin - Board of Commissio…48,550$1.83M1.17%013F-HRTimeline
Joel Adams & Associates, Inc.47,348$1.79M1.44%+3,44113F-HRTimeline
GRIES FINANCIAL LLC47,224$1.78M0.28%new13F-HRTimeline
Union Bancaire Privee, UBP SA47,000$1.77M0.03%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …47,757$1.76M0.21%+13,57213F-HRTimelineGroup
Atlas Legacy Advisors, LLC45,109$1.7M0.33%+3,66113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP44,224$1.67M<0.01%+28,51113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC44,190$1.67M<0.01%+16013F-HRTimelineGroup
High Net Worth Advisory Group LLC44,050$1.66M0.4%-32013F-HRTimeline
Cordgrass Capital Advisors, LLC43,202$1.63M0.4%-45813F-HRTimeline
Gotham Asset Management, LLC41,605$1.57M0.01%+54213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding41,604$1.57M-3,191Timeline
TITLEIST ASSET MANAGEMENT, LLC41,531$1.57M0.14%+85313F-HRTimeline
Sovran Advisors, LLC41,123$1.55M0.14%+13,67613F-HRTimeline
J.W. COLE ADVISORS, INC.40,279$1.52M0.03%+18,22513F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC39,950$1.51M0.96%+1,00013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP39,807$1.5M0.02%-1,27613F-HRTimeline
FDx Advisors, Inc.39,601$1.49M0.45%-28813F-HRTimeline
Windsor Capital Management, LLC39,228$1.48M0.41%+5,82113F-HRTimeline
BRIGHTON JONES LLC38,089$1.44M0.03%+6,16013F-HRTimeline
Simplicity Wealth,LLC37,361$1.41M0.08%-195,18913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC36,803$1.39M<0.01%+36,64413F-HRTimelineGroup
NewEdge Advisors, LLC36,715$1.39M0.01%+3,24313F-HRTimeline
Valeo Financial Advisors, LLC36,696$1.39M0.03%+1,90513F-HRTimeline
Atria Investments, Inc36,425$1.38M0.02%-2,34213F-HRTimeline
Braun-Bostich & Associates Inc.36,105$1.36M0.86%+1,46613F-HRTimeline
Sowell Financial Services LLC36,020$1.36M0.05%-32013F-HRTimeline
U.S. Capital Wealth Advisors, LLC35,996$1.36M0.04%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.35,820$1.35M0.58%-3,52013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP35,792$1.35M0.03%-8713F-HRTimeline
CGN Advisors LLC35,707$1.35M0.11%+5,34613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC35,574$1.34M0.02%+4,04013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC34,971$1.32M<0.01%+10,39613F-HRTimelineGroup
FIDUCIENT ADVISORS LLC34,676$1.31M0.15%+2,14213F-HRTimeline
Peak Planning Group, LLC34,559$1.31M0.68%+17,80013F-HRTimeline
Litman Gregory Wealth Management LLC33,199$1.25M0.09%+1,00913F-HRTimeline
ROMAN BUTLER FULLERTON & CO32,953$1.24M0.33%+2,82113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC32,780$1.24M<0.01%+4,74113F-HRTimelineGroup
Silver Grove Financial Group, Inc.32,754$1.24M1.17%13F-HRTimeline
Headlands Technologies LLC32,209$1.22M0.1%+5,14013F-HRTimeline
Sunbelt Securities, Inc.32,203$1.22M0.08%-1,55613F-HRTimeline
Neumann Capital Management, LLC32,089$1.21M0.35%+66213F-HRTimeline
Boreal Capital Management LLC0$1.21M0.97%013F-HRTimelineAmount filed as zero, left out of ratios.
ELEVATION POINT WEALTH PARTNERS, LLC31,331$1.18M0.08%+31,25013F-HRTimeline
Vestmark Advisory Solutions, Inc.31,329$1.18M0.02%new13F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC31,319$1.18M0.69%+12313F-HRTimeline
Advisory Alpha, LLC30,798$1.16M0.03%-18813F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC29,880$1.13M0.4%new13F-HRTimeline
Moors & Cabot, Inc.28,855$1.09M0.05%+18,73213F-HRTimeline
Hexagon Capital Partners LLC28,472$1.08M0.22%+2,10813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd28,425$1.07M0.06%new13F-HRTimelineGroup
Caliber Wealth Management, LLC / KS28,383$1.07M0.12%-10813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.28,317$1.07M0.33%-3,27513F-HRTimeline
McKinley Carter Wealth Services, Inc.27,267$1.03M0.05%+11713F-HRTimeline
Venturi Wealth Management, LLC26,932$1.02M0.05%-1,322,39813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25,917$979K0.04%+2,23113F-HRTimelineGroup
Decker Retirement Planning Inc.25,515$964K0.53%-1,47713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp25,486$963K<0.01%+1413F-HRTimelineGroup
Private Advisor Group, LLC25,308$956K<0.01%-68613F-HRTimeline
Arkadios Wealth Advisors25,095$948K0.02%-1,52913F-HRTimeline
Ausdal Financial Partners, Inc.24,952$943K0.05%+9,17913F-HRTimeline
CAP Partners, LLC24,479$925K0.52%-2,06413F-HRTimeline
Winch Advisory Services, LLC24,363$920K0.21%+1,04613F-HRTimeline
AMG National Trust Bank23,930$904K0.02%+5,54713F-HRTimeline
CONDOR CAPITAL MANAGEMENT23,872$902K0.07%+213F-HRTimeline
Barnes Wealth Management Group, Inc23,042$871K0.48%+1,06113F-HRTimeline
Mutual Advisors, LLC22,975$864K0.02%-24,98813F-HRTimeline
Arrowroot Family Office, LLC22,822$862K0.34%+63113F-HRTimeline
IHT Wealth Management, LLC22,322$843K0.02%+5,05713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC21,761$822K0.06%+1,62113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC21,667$819K0.06%-15013F-HRTimeline
Independent Wealth Network Inc.20,796$786K0.25%+4,05613F-HRTimeline
SageView Advisory Group, LLC20,794$786K0.03%+15513F-HRTimeline
Integrated Wealth Concepts LLC20,724$783K0.01%-4,77813F-HRTimeline
RVW Wealth, LLC20,501$775K0.06%-53613F-HRTimeline
Procyon Advisors, LLC20,429$772K0.05%new13F-HRTimeline
Mullooly Asset Management, Inc.20,247$765K0.29%+1,18913F-HRTimeline
Petix & Botte Co20,174$762K0.18%+17013F-HRTimeline
Florida Trust Wealth Management Co20,153$761K0.02%new13F-HRTimeline
Occidental Asset Management, LLC19,970$754K0.09%-2,96913F-HRTimeline
BridgePort Financial Solutions, LLC19,808$748K0.2%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,784$747K0.04%+2,05413F-HRTimelineGroup
Summit Financial, LLC19,652$742K0.01%+8,42113F-HRTimeline
Avior Wealth Management, LLC19,593$740K0.02%+41413F-HRTimeline
Kingsview Wealth Management, LLC19,055$720K0.01%-11,57413F-HRTimeline
Portfolio Strategies, Inc.19,037$719K0.08%new13F-HRTimeline
Farther Finance Advisors, LLC18,667$705K0.01%+8,68413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,580$702K0.02%+16,68913F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC18,264$690K0.01%-2,08513F-HRTimelineGroup
Modera Wealth Management, LLC17,790$672K0.01%-34313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/17,706$669K<0.01%-2,42013F-HRTimelineGroup
Compound Planning, Inc.17,525$662K0.02%+1,98813F-HRTimeline
Portside Wealth Group, LLC17,442$659K0.09%-1,53813F-HRTimeline
Financial Advocates Investment Manageme…17,255$652K0.37%-1,39213F-HRTimeline
Security Financial Services, INC.17,198$650K0.11%+4,27213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…17,193$650K0.02%new13F-HRTimelineGroup
PFG Advisors17,084$645K0.03%+11,68913F-HRTimeline
RFG Advisory, LLC17,062$645K0.01%+1,27213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,673$630K<0.01%+3,93313F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.16,604$627K0.05%+4,14013F-HRTimeline
Gladstone Institutional Advisory LLC16,312$616K0.02%-7,69113F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…16,250$614K0.17%+54313F-HRTimelineGroup
Prospera Financial Services Inc16,115$609K0.01%+4,44413F-HRTimeline
Euro Pacific Asset Management, LLC16,210$608K0.07%+1,33513F-HRTimeline
Dorsey & Whitney Trust CO LLC16,000$604K0.03%013F-HRTimeline
Independent Advisor Alliance15,974$603K0.02%+6,28613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,261$577K0.01%+1,79013F-HRTimeline
Liberty Capital Management, Inc.15,203$574K0.11%+3,00213F-HRTimeline
Pure Financial Advisors, LLC15,055$569K0.01%+94513F-HRTimeline
Advyzon Investment Management, LLC14,734$557K0.1%+1,10213F-HRTimeline
Argent Trust Co14,650$553K0.02%+1,25213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,468$547K<0.01%+2,33513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.14,440$546K0.05%013F-HRTimeline
Symmetry Partners, LLC14,327$541K0.06%-17613F-HRTimeline
Provident Wealth Management, LLC14,208$537K0.16%-1313F-HRTimeline
First PREMIER Bank14,200$536K0.12%013F-HRTimeline
Pines Wealth Management, LLC14,127$534K0.18%-72913F-HRTimeline
Snowden Capital Advisors LLC13,987$528K0.01%-28713F-HRTimeline
Douglass Winthrop Advisors, LLC13,648$516K0.01%new13F-HRTimeline
GWN SECURITIES INC.13,227$500K0.12%+68213F-HRTimeline
Hillsdale Investment Management Inc.13,120$496K0.01%+1,84013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC13,100$495K0.21%new13F-HRTimeline
Equita Financial Network, Inc.12,728$481K0.16%new13F-HRTimeline
Ninety One North America, Inc.12,570$475K0.02%new13F-HR/ATimeline
Strategic Blueprint, LLC12,547$474K0.02%-15713F-HRTimeline
Keystone Wealth Services, LLC12,260$463K0.1%new13F-HRTimeline
BEACON FINANCIAL GROUP12,192$461K0.05%+1,60113F-HRTimeline
MAI Capital Management12,022$454K<0.01%+87113F-HRTimeline
GatePass Capital, LLC12,000$453K0.26%-10,60013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH11,922$450K0.13%+13713F-HRTimeline
Bragg Financial Advisors, Inc11,700$442K0.01%+4,57613F-HRTimeline
IFP Advisors, Inc11,594$438K0.01%+49613F-HR/ATimeline
Trivium Point Advisory, LLC11,511$435K0.04%+2,14213F-HRTimeline
Covestor Ltd11,454$433K0.24%+87313F-HRTimeline
HANCOCK WHITNEY CORP11,300$427K0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC11,167$422K0.04%-1413F-HRTimeline
Venture Visionary Partners LLC11,124$420K0.01%013F-HRTimeline
Narus Financial Partners, LLC11,100$419K0.11%+47013F-HR/ATimeline
PFG Investments, LLC11,034$417K0.02%-1,74013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,028$417K0.03%+3,82913F-HRTimeline
Brooklyn FI, LLC10,697$404K0.09%+3,91813F-HRTimeline
Syntegra Private Wealth Group, LLC10,598$400K0.04%+1513F-HRTimeline
Atlanta Consulting Group Advisors, LLC10,474$396K0.1%+24113F-HRTimeline
TFR Capital, LLC.10,403$393K0.13%013F-HRTimeline
GW&K Investment Management, LLC10,373$392K<0.01%+2313F-HRTimeline
AE Wealth Management LLC10,302$389K<0.01%+4,23513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,216$386K0.02%+1,35013F-HRTimeline
SteelPeak Wealth, LLC10,146$383K0.01%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…10,071$380K0.07%+23513F-HRTimeline
Geneos Wealth Management Inc.10,015$378K0.01%-1,33513F-HRTimeline
Sequoia Financial Advisors, LLC9,885$373K<0.01%+61713F-HRTimeline
NORDEN GROUP LLC9,692$366K0.04%-33413F-HRTimeline
USAdvisors Wealth Management, LLC9,706$366K0.13%013F-HRTimeline
Global Retirement Partners, LLC9,597$363K0.01%-51,07013F-HRTimeline
Retirement Wealth Solutions LLC9,597$363K0.24%new13F-HRTimeline
Carter Financial Group, INC.9,467$358K0.22%-2,59313F-HRTimeline
CPA Asset Management Group, LLC9,384$355K0.14%013F-HRTimeline
Geometric Wealth Advisors9,264$350K0.05%new13F-HRTimeline
Foundations Investment Advisors, LLC9,198$348K0.01%-3,94213F-HRTimeline
HARBOUR INVESTMENTS, INC.9,162$346K0.01%-30013F-HRTimeline
Mattern Wealth Management LLC9,141$345K0.07%+1,00013F-HRTimeline
WEALTHGARDEN F.S. LLC9,114$343K0.24%013F-HRTimeline
Avidian Wealth Enterprises, LLC9,045$342K0.01%-3,81013F-HRTimeline
Rinkey Investments9,000$340K0.09%013F-HRTimeline
Koshinski Asset Management, Inc.8,930$337K0.02%-56313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,930$337K<0.01%-12,65213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,845$330K0.03%013F-HRTimeline
Jaffetilchin Investment Partners, LLC8,648$327K0.02%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.8,524$322K0.2%+13913F-HRTimeline
Aldebaran Financial Inc.8,500$321K0.32%013F-HRTimeline
Bison Wealth, LLC8,607$321K0.03%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,421$318K<0.01%+2,79813F-HRTimelineGroup
Genesee Capital Advisors, LLC8,173$309K0.13%+2413F-HRTimeline
F/m Investments LLC8,078$305K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC8,050$304K0.01%-26,60613F-HRTimeline
Chicago Partners Investment Group LLC7,995$302K0.01%+11313F-HRTimeline
Private Wealth Asset Management, LLC7,907$299K0.04%013F-HRTimeline
DAVIDSON TRUST CO7,891$298K0.12%-55413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,850$297K0.02%+2,95213F-HRTimelineGroup
Cornerstone Wealth Management, LLC7,821$295K0.02%+72813F-HRTimeline
Farnam Financial LLC7,660$289K0.22%-38313F-HRTimeline