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Disclosery

USHY ISHARES TR

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SHS (fund)

655 managers (667 13F filers) reported a position in USHY shares at 2025-12-31, 603,811,229 shares in all. 95 filers opened a position and 57 filers sold out during the quarter.

Managers
655
13F filers
667
New
95
Added
293
Reduced
151
Sold out
57
Shares held by filers
603,811,229

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LeConte Wealth Management, LLC76,429$2.86M1.87%+12,46013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC75,277$2.81M0.08%+3,12013F-HR/ATimelineGroup
Janney Montgomery Scott LLC74,439$2.78M0.01%+14,39613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.74,357$2.78M0.03%-5,14213F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC74,048$2.77M0.45%-4,42713F-HRTimeline
Gibbs Wealth Management73,335$2.76M0.67%-6,78113F-HRTimeline
WealthCare Investment Partners, LLC73,136$2.74M0.8%+9,34213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…71,217$2.66M0.09%+8,20713F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/70,600$2.64M<0.01%new13F-HRTimeline
Leeward Financial Partners, LLC68,139$2.55M0.72%-88913F-HRTimeline
Mechanics Bank Trust Department67,335$2.52M0.33%+2,58613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC66,634$2.49M0.02%-1,40813F-HRTimeline
Merit Financial Group, LLC66,108$2.47M0.02%+6,53113F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …65,821$2.46M<0.01%+16,45413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC64,274$2.4M0.02%-1,95713F-HRTimelineGroup
Kathmere Capital Management, LLC62,502$2.34M0.16%-100,38513F-HRTimeline
DAVENPORT & Co LLC62,453$2.34M0.01%+5,49013F-HRTimeline
Unison Advisors LLC60,462$2.26M0.2%+1,71313F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …60,725$2.24M0.25%+12,96813F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC58,624$2.19M0.02%-47,11913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC58,286$2.18M0.18%+16,75513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd58,153$2.17M0.1%-39,94113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC57,848$2.16M<0.01%+13,65813F-HRTimelineGroup
Joel Adams & Associates, Inc.54,993$2.06M1.55%+7,64513F-HRTimeline
Peak Planning Group, LLC54,964$2.06M0.58%+20,40513F-HRTimeline
Mutual Advisors, LLC54,472$2.04M0.04%+31,49713F-HRTimeline
Verdence Capital Advisors LLC54,013$2.02M0.12%-15813F-HRTimeline
Bison Wealth, LLC55,014$2.01M0.23%+46,40713F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC53,145$1.99M0.26%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…53,048$1.98M0.13%+13313F-HRTimeline
Bragg Financial Advisors, Inc51,334$1.92M0.06%+39,63413F-HRTimeline
Innovative Wealth Building LLC51,303$1.92M1.4%-11,51013F-HRTimeline
Legacy Wealth Partners, LLC50,726$1.9M0.49%13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC50,606$1.89M0.59%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC50,328$1.88M0.08%-12,91313F-HRTimeline
Advisory Services Network, LLC49,353$1.85M0.03%-1,10013F-HRTimeline
State of Wisconsin - Board of Commissio…48,550$1.82M1.17%013F-HRTimeline
Choate Investment Advisors47,369$1.77M0.03%new13F-HRTimeline
Union Bancaire Privee, UBP SA47,000$1.76M0.02%013F-HRTimeline
Atlas Legacy Advisors, LLC46,961$1.76M0.31%+1,85213F-HRTimeline
High Net Worth Advisory Group LLC46,945$1.76M0.4%+2,89513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding46,299$1.73M+4,695Timeline
Cordgrass Capital Advisors, LLC44,473$1.66M0.4%+1,27113F-HRTimeline
Procyon Advisors, LLC44,404$1.66M0.08%+23,97513F-HRTimeline
Sovran Advisors, LLC43,769$1.65M0.14%+2,64613F-HRTimeline
Gotham Asset Management, LLC43,121$1.61M0.01%+1,51613F-HRTimeline
J.W. COLE ADVISORS, INC.42,770$1.6M0.04%+2,49113F-HRTimeline
Windsor Capital Management, LLC42,431$1.59M0.44%+3,20313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management42,344$1.58M0.02%-10,99013F-HRTimelineGroup
CGN Advisors LLC40,793$1.53M0.12%+5,08613F-HRTimeline
Tide Cove Capital Partners LLC40,499$1.52M1.05%new13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC40,200$1.5M0.9%+25013F-HRTimeline
Boreal Capital Management LLC0$1.45M1.09%013F-HRTimelineAmount filed as zero, left out of ratios.
MISSION WEALTH MANAGEMENT, LP38,579$1.44M0.03%+2,78713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP37,600$1.41M0.02%-2,20713F-HRTimeline
NewEdge Advisors, LLC37,566$1.4M0.01%+85113F-HRTimeline
VICUS CAPITAL37,560$1.4M0.11%-15,90713F-HRTimeline
Braun-Bostich & Associates Inc.37,345$1.4M0.86%+1,24013F-HRTimeline
Belpointe Asset Management LLC36,945$1.38M0.05%-17,94913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC36,803$1.38M<0.01%013F-HRTimelineGroup
Sowell Financial Services LLC36,526$1.37M0.05%+50613F-HRTimeline
Valeo Financial Advisors, LLC36,372$1.36M0.03%-32413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC36,109$1.35M<0.01%+1,13813F-HRTimelineGroup
Chicago Partners Investment Group LLC35,435$1.33M0.03%+27,44013F-HRTimeline
Atria Investments, Inc35,577$1.33M0.02%-84813F-HRTimeline
F/m Investments LLC35,491$1.33M0.05%+27,41313F-HRTimeline
Silver Grove Financial Group, Inc.35,212$1.32M1.14%+2,45813F-HRTimeline
Independent Advisor Alliance34,662$1.3M0.03%+18,68813F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.33,662$1.26M0.51%-2,15813F-HRTimeline
Neumann Capital Management, LLC33,260$1.24M0.36%+1,17113F-HRTimeline
Litman Gregory Wealth Management LLC33,043$1.24M0.09%-15613F-HRTimeline
XY Planning Network, Inc.32,385$1.21M0.21%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,083$1.2M0.01%-3,49113F-HRTimelineGroup
Sunbelt Securities, Inc.31,597$1.18M0.08%-60613F-HRTimeline
AMG National Trust Bank31,583$1.18M0.03%+7,65313F-HRTimeline
Hexagon Capital Partners LLC31,487$1.18M0.22%+3,01513F-HRTimeline
Moors & Cabot, Inc.31,374$1.17M0.05%+2,51913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC31,155$1.17M0.02%+29,57413F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC30,951$1.16M0.67%-36813F-HRTimeline
Security Financial Services, INC.30,368$1.14M0.18%+13,17013F-HRTimeline
M Holdings Securities, Inc.30,358$1.14M0.08%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC30,325$1.13M<0.01%-2,45513F-HRTimelineGroup
Decker Retirement Planning Inc.28,917$1.08M0.54%+3,40213F-HRTimeline
PFG Advisors28,841$1.08M0.05%+11,75713F-HRTimeline
BridgePort Financial Solutions, LLC28,417$1.06M0.29%+8,60913F-HRTimeline
Caliber Wealth Management, LLC / KS28,345$1.06M0.11%-3813F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC28,016$1.05M0.76%13F-HRTimeline
Florida Trust Wealth Management Co27,951$1.05M0.03%+7,79813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp27,864$1.04M<0.01%+2,37813F-HR/ATimelineGroup
Private Advisor Group, LLC26,916$1.01M<0.01%+1,60813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…26,418$988K0.04%+50113F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…26,289$983K0.21%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.25,586$957K0.27%-2,73113F-HRTimeline
McKinley Carter Wealth Services, Inc.25,060$937K0.05%-2,20713F-HRTimeline
Winch Advisory Services, LLC24,916$932K0.21%+55313F-HRTimeline
CAP Partners, LLC24,879$930K0.53%+40013F-HRTimeline
Venturi Wealth Management, LLC24,740$925K0.04%-2,19213F-HRTimeline
Portfolio Strategies, Inc.24,538$918K0.11%+5,50113F-HRTimeline
Kingsview Wealth Management, LLC24,488$916K0.01%+5,43313F-HRTimeline
Edgestream Partners, L.P.24,463$915K0.03%-82,61613F-HRTimeline
Arkadios Wealth Advisors24,161$903K0.02%-93413F-HRTimeline
Equita Financial Network, Inc.23,991$897K0.27%+11,26313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC23,887$893K0.07%+2,22013F-HRTimeline
CONDOR CAPITAL MANAGEMENT23,875$893K0.07%+313F-HRTimeline
Advisory Alpha, LLC23,554$881K0.02%-7,24413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC23,326$872K0.06%+1,56513F-HRTimeline
Bryn Mawr Trust Advisors, LLC23,214$868K0.04%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…23,138$865K0.03%+15,28813F-HRTimelineGroup
Barnes Wealth Management Group, Inc23,112$864K0.46%+7013F-HRTimeline
Mullooly Asset Management, Inc.22,844$854K0.31%+2,59713F-HRTimeline
IHT Wealth Management, LLC22,444$839K0.02%+12213F-HRTimeline
Arrowroot Family Office, LLC22,425$839K0.31%-39713F-HRTimeline
IFP Advisors, Inc22,087$826K0.02%+10,49313F-HRTimeline
Ninety One North America, Inc.22,070$825K0.03%+9,50013F-HRTimeline
Prospera Financial Services Inc21,463$803K0.01%+5,34813F-HRTimeline
SageView Advisory Group, LLC21,199$793K0.03%+40513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC20,575$769K<0.01%+3,90213F-HRTimeline
Israel Discount Bank of New York20,439$764K2.08%new13F-HRTimeline
Petix & Botte Co20,174$754K0.17%013F-HRTimeline
Independent Wealth Network Inc.19,906$744K0.23%-89013F-HRTimeline
Argent Trust Co19,881$743K0.03%+5,23113F-HRTimeline
Avior Wealth Management, LLC19,722$738K0.02%+12913F-HRTimeline
RVW Wealth, LLC19,651$735K0.06%-85013F-HRTimeline
Western Wealth Management, LLC19,371$724K0.03%new13F-HRTimeline
Summit Financial, LLC18,682$699K0.01%-97013F-HRTimeline
Compound Planning, Inc.18,665$698K0.02%+1,14013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC18,603$696K0.01%+33913F-HRTimelineGroup
RFG Advisory, LLC18,573$695K0.01%+1,51113F-HRTimeline
Cynosure Group, LLC18,188$680K0.07%new13F-HRTimeline
Pure Financial Advisors, LLC17,946$671K0.01%+2,89113F-HRTimeline
Modera Wealth Management, LLC17,853$668K0.01%+6313F-HRTimeline
Apella Capital, LLC17,644$660K0.01%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,643$660K0.04%-2,14113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/17,493$654K<0.01%-21313F-HRTimelineGroup
Arax Advisory Partners17,415$651K0.02%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC17,396$651K0.04%-37,06713F-HR/ATimeline
Trivium Point Advisory, LLC17,364$649K0.07%+5,85313F-HRTimeline
Farther Finance Advisors, LLC17,012$636K0.01%-1,65513F-HRTimeline
Clearwater Capital Advisors, LLC16,819$629K0.05%new13F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.16,813$629K0.1%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,636$622K0.01%-70,24813F-HRTimelineGroup
OpenArc Corporate Advisory, LLC16,450$615K0.01%13F-HRTimeline
BEACON FINANCIAL GROUP16,370$612K0.06%+4,17813F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…16,310$610K0.17%+6013F-HRTimelineGroup
Euro Pacific Asset Management, LLC16,210$608K0.07%013F-HR/ATimeline
Portside Wealth Group, LLC16,134$603K0.08%-1,30813F-HRTimeline
Dorsey & Whitney Trust CO LLC16,000$598K0.03%013F-HRTimeline
SHP Wealth Management15,911$595K0.05%13F-HRTimeline
Robertson Stephens Wealth Management, L…15,723$588K0.02%+9,06813F-HRTimeline
Liberty Capital Management, Inc.15,203$569K0.11%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC15,030$562K0.02%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC14,630$547K0.2%+1,53013F-HRTimeline
Hillsdale Investment Management Inc.14,570$545K0.02%+1,45013F-HRTimeline
Occidental Asset Management, LLC14,561$545K0.07%-5,40913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,507$542K0.01%-75413F-HRTimeline
MMBG INVESTMENT ADVISORS CO.14,440$540K0.05%013F-HRTimeline
Symmetry Partners, LLC14,359$537K0.03%+3213F-HRTimeline
Checchi Capital Advisers, LLC14,287$534K0.04%new13F-HRTimeline
First PREMIER Bank14,200$531K0.12%013F-HRTimeline
Snowden Capital Advisors LLC14,158$529K0.01%+17113F-HRTimeline
Pines Wealth Management, LLC14,131$528K0.17%+413F-HRTimeline
Provident Wealth Management, LLC14,000$524K0.16%-20813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,973$523K<0.01%-49513F-HRTimeline
SteelPeak Wealth, LLC13,639$510K0.02%+3,49313F-HRTimeline
Integrated Wealth Concepts LLC13,405$501K0.01%-7,31913F-HRTimeline
Texas Capital Bank Wealth Management Se…13,051$488K0.03%+5,64613F-HRTimeline
Atomic Invest LLC13,026$488K0.27%13F-HRTimeline
Ashton Thomas Private Wealth, LLC12,972$485K0.01%+4,92213F-HRTimeline
Covestor Ltd12,623$472K0.25%+1,16913F-HRTimeline
INVESTED ADVISORS12,238$458K0.47%new13F-HRTimeline
MAI Capital Management11,888$445K<0.01%-13413F-HRTimeline
Douglass Winthrop Advisors, LLC11,700$438K0.01%-1,94813F-HRTimeline
Strategic Blueprint, LLC11,637$435K0.03%-91013F-HRTimeline
PFG Investments, LLC11,628$435K0.02%+59413F-HRTimeline
GWN SECURITIES INC.11,607$434K0.09%-1,62013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,536$431K0.03%+50813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding11,358$427KnewTimeline
Narus Financial Partners, LLC11,329$424K0.12%+22913F-HRTimeline
HANCOCK WHITNEY CORP11,300$423K0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH11,234$420K0.12%-68813F-HRTimeline
Kohmann Bosshard Financial Services, LLC11,195$419K0.04%+2813F-HRTimeline
Brooklyn FI, LLC11,115$416K0.09%+41813F-HRTimeline
Global Retirement Partners, LLC11,108$415K0.01%+1,51113F-HRTimeline
Range Advisory, LLC11,103$415K0.11%13F-HRTimeline
Atlanta Consulting Group Advisors, LLC11,027$412K0.09%+55313F-HRTimeline
Venture Visionary Partners LLC10,569$395K0.01%-55513F-HRTimeline
GW&K Investment Management, LLC10,508$393K<0.01%+13513F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC10,472$392K<0.01%new13F-HRTimelineGroup
Advyzon Investment Management, LLC10,205$382K0.04%-4,52913F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC10,145$379K0.05%13F-HRTimeline
AE Wealth Management LLC10,136$379K<0.01%-16613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,108$378K<0.01%+1,68713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.10,000$374K<0.01%new13F-HRTimelineGroup
GUIDANCE CAPITAL, INC9,766$368K0.09%new13F-HRTimeline
Carter Financial Group, INC.9,748$365K0.22%+28113F-HRTimeline
Syntegra Private Wealth Group, LLC9,747$364K0.03%-85113F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…9,709$363K0.06%-36213F-HRTimeline
TFR Capital, LLC.9,704$363K0.12%-69913F-HRTimeline
USAdvisors Wealth Management, LLC9,706$362K0.12%013F-HRTimeline
NORDEN GROUP LLC9,680$362K0.04%-1213F-HRTimeline