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Disclosery

USHY ISHARES TR

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SHS (fund)

645 managers (658 13F filers) reported a position in USHY shares at 2026-03-31, 632,346,176 shares in all. 82 filers opened a position and 91 filers sold out during the quarter.

Managers
645
13F filers
658
New
82
Added
277
Reduced
195
Sold out
91
Shares held by filers
632,346,176

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…73,060$2.69M<0.01%-52,85013F-HRTimelineGroup
MASECO LLP71,666$2.64M0.08%-16,35213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…71,641$2.64M0.09%+42413F-HRTimelineGroup
Kathmere Capital Management, LLC71,094$2.62M0.16%+8,59213F-HRTimeline
Mutual Advisors, LLC70,961$2.61M0.06%+16,48913F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC70,841$2.61M0.91%-6,52813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC69,408$2.56M0.02%+10,78413F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…68,750$2.53M<0.01%new13F-HRTimelineGroup
Leeward Financial Partners, LLC68,224$2.51M0.75%+8513F-HRTimeline
Clear Creek Financial Management, LLC66,660$2.46M0.19%new13F-HRTimeline
Mechanics Bank Trust Department66,403$2.45M0.34%-93213F-HRTimeline
DAVENPORT & Co LLC65,250$2.4M0.01%+2,79713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC64,331$2.37M0.02%-2,30313F-HRTimeline
MGO ONE SEVEN LLC63,732$2.35M0.05%-14,98513F-HRTimeline
Q3 Asset Management63,081$2.32M0.56%new13F-HRTimeline
Proficio Capital Partners LLC63,041$2.32M0.12%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC62,562$2.3M0.17%+4,27613F-HRTimeline
Unison Advisors LLC62,098$2.29M0.17%+1,63613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC61,826$2.28M0.06%-13,45113F-HRTimelineGroup
Procyon Advisors, LLC60,187$2.22M0.11%+15,78313F-HRTimeline
HM PAYSON & CO58,711$2.16M0.03%new13F-HRTimeline
Janney Montgomery Scott LLC58,147$2.14M0.01%-16,29213F-HRTimeline
Joel Adams & Associates, Inc.58,072$2.14M1.59%+3,07913F-HRTimeline
Choate Investment Advisors56,926$2.1M0.04%+9,55713F-HRTimeline
GENESIS PRIVATE WEALTH, LLC56,099$2.07M0.65%+5,49313F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC55,145$2.03M0.26%+2,00013F-HRTimeline
Bragg Financial Advisors, Inc54,730$2.02M0.06%+3,39613F-HRTimeline
Innovative Wealth Building LLC54,559$2.01M1.41%+3,25613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC54,262$2M0.02%-10,01213F-HRTimelineGroup
Windsor Capital Management, LLC52,577$1.94M0.55%+10,14613F-HRTimeline
Atlas Legacy Advisors, LLC52,118$1.92M0.35%+5,15713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…52,005$1.92M0.12%-1,04313F-HRTimeline
SIMON QUICK ADVISORS, LLC51,584$1.9M0.09%+1,25613F-HRTimeline
Verdence Capital Advisors LLC50,554$1.86M0.11%-3,45913F-HRTimeline
Mariner, LLCin group Mariner, LLC50,328$1.85M<0.01%-7,52013F-HRTimelineGroup
Sovran Advisors, LLC48,821$1.82M0.14%+5,05213F-HRTimeline
RIVERSEDGE ADVISORS, LLC49,178$1.81M0.29%-24,87013F-HRTimeline
State of Wisconsin - Board of Commissio…48,550$1.79M1.18%013F-HRTimeline
High Net Worth Advisory Group LLC47,530$1.75M0.41%+58513F-HRTimeline
Cordgrass Capital Advisors, LLC46,878$1.73M0.4%+2,40513F-HRTimeline
Union Bancaire Privee, UBP SA47,000$1.72M0.02%013F-HRTimeline
Sowell Financial Services LLC46,506$1.71M0.06%+9,98013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…45,369$1.67M0.28%+35,66013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth44,112$1.67M<0.01%-72,27013F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd44,927$1.66M0.06%-13,22613F-HRTimelineGroup
Gotham Asset Management, LLC44,927$1.66M0.01%+1,80613F-HRTimeline
Advisory Services Network, LLC44,909$1.65M0.02%-4,44413F-HRTimeline
Vertex Investment Solutions Co., Ltd.45,000$1.64M1.9%new13F-HRTimeline
Neumann Capital Management, LLC44,077$1.62M0.48%+10,81713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC43,979$1.62M<0.01%+7,87013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.43,801$1.61M0.05%+1,03113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD43,500$1.6M0.01%new13F-HRTimelineGroup
CGN Advisors LLC43,480$1.6M0.13%+2,68713F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.42,957$1.58M0.1%new13F-HRTimeline
Collaborative Fund Advisors, LLC42,783$1.58M0.97%13F-HRTimeline
GUIDANCE CAPITAL, INC42,612$1.58M0.35%+32,84613F-HRTimeline
Encompass More Asset Management42,434$1.56M0.26%new13F-HRTimeline
Bison Wealth, LLC42,176$1.56M0.15%-12,83813F-HRTimeline
Tide Cove Capital Partners LLC41,539$1.55M1.05%+1,04013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP41,441$1.53M0.03%+2,86213F-HRTimeline
VICUS CAPITAL41,083$1.51M0.11%+3,52313F-HRTimeline
M Holdings Securities, Inc.40,896$1.51M0.1%+10,53813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management40,440$1.49M0.02%-1,90413F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC39,403$1.45M0.17%-72,16013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP38,013$1.4M0.02%+41313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC37,407$1.38M<0.01%+60413F-HRTimelineGroup
Braun-Bostich & Associates Inc.37,069$1.37M0.86%-27613F-HRTimeline
PFG Advisors36,934$1.36M0.07%+8,09313F-HRTimeline
Florida Trust Wealth Management Co36,805$1.36M0.04%+8,85413F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC36,700$1.35M0.95%-3,50013F-HRTimeline
Chicago Partners Investment Group LLC36,239$1.35M0.03%+80413F-HRTimeline
NewEdge Advisors, LLC36,602$1.35M<0.01%-96413F-HR/ATimeline
AMG National Trust Bank35,918$1.32M0.03%+4,33513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.35,178$1.3M0.52%+1,51613F-HRTimeline
BRIGHTON JONES LLC34,857$1.28M0.03%new13F-HR/ATimeline
Hexagon Capital Partners LLC34,766$1.28M0.19%+3,27913F-HRTimeline
FIDUCIENT ADVISORS LLC34,676$1.28M0.17%-71,11013F-HRTimeline
Kingsview Wealth Management, LLC34,490$1.27M0.02%+10,00213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/34,481$1.27M<0.01%+16,98813F-HRTimelineGroup
Beacon Pointe Advisors, LLC33,925$1.25M0.01%new13F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC33,348$1.23M0.4%-301,31913F-HRTimeline
XY Planning Network, Inc.33,183$1.22M0.19%+79813F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC32,728$1.21M0.17%+22,58313F-HRTimeline
Bryn Mawr Trust Advisors, LLC32,240$1.19M0.06%+9,02613F-HRTimeline
Silver Grove Financial Group, Inc.32,020$1.18M0.95%-3,19213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC31,863$1.17M0.01%-22013F-HRTimelineGroup
DEFINED WEALTH MANAGEMENT, LLC31,578$1.16M0.68%+62713F-HRTimeline
CONDOR CAPITAL MANAGEMENT30,875$1.14M0.1%+7,00013F-HRTimeline
Decker Retirement Planning Inc.30,465$1.12M0.51%+1,54813F-HRTimeline
Dynasty Wealth Management, LLC29,918$1.1M0.01%-205,29413F-HRTimeline
Investor's Fiduciary Advisor Network, L…29,614$1.09M0.33%+3,32513F-HRTimeline
Frontier Asset Management, LLC29,310$1.08M0.23%new13F-HRTimeline
Caliber Wealth Management, LLC / KS28,588$1.05M0.12%+24313F-HRTimeline
BridgePort Financial Solutions, LLC28,523$1.05M0.3%+10613F-HRTimeline
Ninety One North America, Inc.28,468$1.05M0.05%+6,39813F-HRTimeline
Moors & Cabot, Inc.28,404$1.05M0.04%-2,97013F-HRTimeline
Stillwater Private Wealth, LLC28,293$1.04M0.88%13F-HRTimeline
Forum Finance Group S.A.35,295$1.04M0.56%13F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC28,036$1.03M0.76%+2013F-HRTimeline
Barnes Wealth Management Group, Inc27,834$1.03M0.52%+4,72213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC27,333$1.01M0.07%+4,00713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…27,179$1M0.03%+76113F-HR/ATimelineGroup
Edgestream Partners, L.P.26,784$987K0.03%+2,32113F-HRTimeline
Winch Advisory Services, LLC25,829$952K0.22%+91313F-HRTimeline
CAP Partners, LLC25,689$946K0.53%+81013F-HRTimeline
Private Advisor Group, LLC25,511$940K<0.01%-1,40513F-HRTimeline
Cynosure Group, LLC25,478$939K0.12%+7,29013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp25,116$926K<0.01%-2,74813F-HR/ATimelineGroup
Prospera Financial Services Inc24,958$920K0.01%+3,49513F-HRTimeline
Portfolio Strategies, Inc.24,539$904K0.11%+113F-HRTimeline
Arrowroot Family Office, LLC23,969$883K0.29%+1,54413F-HR/ATimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC23,936$882K0.01%+13,46413F-HRTimelineGroup
Farther Finance Advisors, LLC23,371$858K0.01%+6,35913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK23,294$858K<0.01%+13,18613F-HRTimelineGroup
Argent Trust Co23,194$854K0.03%+3,31313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC23,137$852K0.06%-75013F-HRTimeline
McKinley Carter Wealth Services, Inc.23,075$850K0.05%-1,98513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…22,994$847K0.03%-14413F-HRTimelineGroup
Summit Financial, LLC22,701$836K0.01%+4,01913F-HRTimeline
Advisory Alpha, LLC22,242$819K0.02%-1,31213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,000$810K0.01%+3,39713F-HRTimelineGroup
Sunbelt Securities, Inc.21,893$807K0.05%-9,70413F-HRTimeline
Mullooly Asset Management, Inc.21,451$790K0.29%-1,39313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,405$789K<0.01%+83013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC20,963$772K0.02%-4,589,27013F-HRTimeline
Avior Wealth Management, LLC20,692$762K0.02%+97013F-HRTimeline
IHT Wealth Management, LLC20,457$754K0.02%-1,98713F-HRTimeline
Israel Discount Bank of New York19,747$727K1.6%-69213F-HRTimeline
SageView Advisory Group, LLC19,735$727K0.03%-1,46413F-HRTimeline
Compound Planning, Inc.19,627$723K0.02%+96213F-HRTimeline
Savvy Advisors, Inc.19,448$716K0.02%+12,08613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,278$710K0.02%+4,77113F-HR/ATimeline
Independent Wealth Network Inc.19,253$709K0.21%-65313F-HRTimeline
RVW Wealth, LLC18,951$698K0.05%-70013F-HRTimeline
Avidian Wealth Enterprises, LLC18,814$693K0.02%+10,96913F-HRTimeline
HARBOUR INVESTMENTS, INC.18,374$677K0.01%+9,25713F-HRTimeline
Portside Wealth Group, LLC18,284$674K0.09%+2,15013F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.18,233$672K0.1%+1,42013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.18,215$671K0.19%-7,37113F-HRTimeline
Wick Capital Partners, LLC12,855$668K0.12%new13F-HRTimeline
TRB Wealth Management, LLC17,969$662K0.09%13F-HRTimeline
David Kennon Inc17,748$654K0.23%-89,69513F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…17,694$652K0.17%+1,38413F-HRTimelineGroup
Modera Wealth Management, LLC17,471$644K0.01%-38213F-HRTimeline
Pure Financial Advisors, LLC17,405$641K0.01%-54113F-HRTimeline
WELLINGTON-ALTUS USA INC.17,228$638K0.38%+7,99813F-HRTimeline
First PREMIER Bank17,002$626K0.14%+2,80213F-HRTimeline
Clearwater Capital Advisors, LLC16,819$620K0.05%013F-HRTimeline
Integrated Wealth Concepts LLC16,615$612K<0.01%+3,21013F-HRTimeline
Euro Pacific Asset Management, LLC16,210$608K0.06%013F-HRTimeline
IFP Advisors, Inc16,378$603K0.01%-5,70913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC16,347$602K0.04%-1,04913F-HRTimeline
Dorsey & Whitney Trust CO LLC16,000$589K0.03%013F-HRTimeline
Ashton Thomas Private Wealth, LLC15,997$589K0.01%+3,02513F-HRTimeline
Belpointe Asset Management LLC15,374$566K0.02%-21,57113F-HRTimeline
EAGLE GLOBAL ADVISORS LLC15,305$564K0.02%+27513F-HRTimeline
Symmetry Partners, LLC15,177$559K0.03%+81813F-HRTimeline
Apella Capital, LLC14,984$559K0.01%-2,66013F-HRTimeline
St. Clair Advisors, LLC15,031$554K0.15%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC14,785$545K0.04%+6,80513F-HRTimeline
Advisors Asset Management, Inc.14,574$537K0.01%+6,02613F-HRTimeline
Hillsdale Investment Management Inc.14,570$537K0.01%013F-HRTimeline
Atomic Invest LLC14,592$532K0.25%+1,56613F-HRTimeline
SHP Wealth Management14,447$532K0.04%-1,46413F-HRTimeline
MMBG INVESTMENT ADVISORS CO.14,440$532K0.05%013F-HRTimeline
Robertson Stephens Wealth Management, L…14,313$527K0.01%-1,41013F-HRTimeline
Vestmark Advisory Solutions, Inc.14,266$526K0.01%+8,43913F-HRTimeline
Pines Wealth Management, LLC14,167$522K0.17%+3613F-HRTimeline
WCG Wealth Advisors LLC14,153$521K0.01%new13F-HRTimeline
Occidental Asset Management, LLC14,096$519K0.06%-46513F-HRTimeline
Checchi Capital Advisers, LLC14,086$519K0.04%-20113F-HRTimeline
Hennion & Walsh Asset Management, Inc.13,894$512K0.02%+7,87113F-HRTimeline
Provident Wealth Management, LLC13,605$501K0.15%-39513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,566$500K<0.01%-40713F-HRTimeline
Covestor Ltd13,478$497K0.34%+85513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding13,079$485K+1,721Timeline
BEACON FINANCIAL GROUP13,135$484K0.05%-3,23513F-HRTimeline
AE Wealth Management LLC12,871$474K<0.01%+2,73513F-HRTimeline
Range Advisory, LLC12,735$469K0.09%+1,63213F-HRTimeline
SteelPeak Wealth, LLC12,650$466K0.01%-98913F-HRTimeline
INVESTED ADVISORS12,577$463K0.47%+33913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,565$463K0.01%-4,07113F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC12,556$463K0.15%-2,07413F-HRTimeline
Security Financial Services, INC.12,347$455K0.07%-18,02113F-HRTimeline
Sound Income Strategies, LLC12,377$455K0.02%+5,18513F-HRTimeline
GWN SECURITIES INC.12,127$447K0.09%+52013F-HRTimeline
Adams Wealth Management12,046$444K0.1%+3,42113F-HRTimeline
CacheTech Inc.12,046$444K0.09%+3,42113F-HRTimeline
Atlanta Consulting Group Advisors, LLC12,010$442K0.1%+98313F-HRTimeline
Brooklyn FI, LLC11,837$436K0.09%+72213F-HRTimeline
Prestige Wealth Management Group LLC11,827$436K0.09%-751,69413F-HRTimeline
MAI Capital Management11,688$431K<0.01%-20013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH11,627$428K0.13%+39313F-HRTimeline
PFG Investments, LLC11,597$427K0.02%-3113F-HRTimeline
Private Wealth Asset Management, LLC11,557$426K0.05%+3,65013F-HRTimeline
HANCOCK WHITNEY CORP11,300$421K0.01%013F-HRTimeline
Narus Financial Partners, LLC11,402$420K0.11%+7313F-HRTimeline
TOWER BRIDGE ADVISORS11,360$419K0.04%new13F-HRTimeline
RFG Advisory, LLC11,042$407K0.01%-7,53113F-HRTimeline
Kohmann Bosshard Financial Services, LLC11,015$406K0.04%-18013F-HR/ATimeline